Signals

SCHD

1753 in-universe funds with a nonzero position in SCHD within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#5
Score / z13.222 / 16.92
Consensus542.45 over 1112 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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
LPL Financial LLC CIK 0001403438 0.957 5996 1,039.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 768.0 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 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 756.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 753.6 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 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 748.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 509.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 464.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 453.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 415.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 391.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 356.5 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 330.0 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 268.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 250.7 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 246.1 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 241.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 207.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 189.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 188.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Keystone Financial Planning, Inc. CIK 0001596906 0.687 39 168.1 50.8% 1 +50.8 pp +50.8 pp +50.8 pp +50.8 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 156.9 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 149.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 148.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 137.5 16.3% 1 +16.3 pp +16.3 pp +16.3 pp +16.3 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 122.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Diversified Enterprises, LLC CIK 0002037264 0.848 425 120.9 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 119.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 116.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 105.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 100.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 99.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Charles Schwab Trust Bank CIK 0001776551 0.817 1 94.9 100.0% 1 +100.0 pp +100.0 pp +100.0 pp +100.0 pp
LVW Advisors, LLC CIK 0001576053 0.582 462 88.1 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 85.6 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 82.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 80.7 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
Berger Financial Group, Inc CIK 0001826136 0.633 475 80.2 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 79.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 77.1 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 72.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Asset Advisors Investment Management, LLC CIK 0001756695 0.620 102 72.1 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 70.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 67.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 62.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 61.4 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
CGC Financial Services, LLC CIK 0001992785 0.572 337 59.8 20.2% 1 +20.2 pp +20.2 pp +20.2 pp +20.2 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 59.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Allworth Financial LP CIK 0001555170 0.907 5124 57.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MAI Capital Management CIK 0001040197 0.725 1889 57.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 56.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 54.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 53.8 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
Summit Financial Wealth Advisors, LLC CIK 0001632283 0.542 225 53.0 9.5% 1 +9.5 pp +9.5 pp +9.5 pp +9.5 pp
Summit Asset Management, LLC CIK 0001509974 0.696 183 52.3 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 50.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 50.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 50.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Scott Capital Advisors, LLC CIK 0001905673 0.593 66 49.6 13.4% 1 +13.4 pp +13.4 pp +13.4 pp +13.4 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 49.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 48.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 48.4 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 48.1 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
ESL Trust Services, LLC CIK 0001785545 0.914 266 47.9 9.8% 1 +9.8 pp +9.8 pp +9.8 pp +9.8 pp
Whelan Financial CIK 0001894921 0.754 101 46.1 16.7% 1 +16.7 pp +16.7 pp +16.7 pp +16.7 pp
BOKF, NA CIK 0000009634 0.752 1160 45.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 44.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Golden Reserve Retirement LLC CIK 0002066488 0.825 112 44.2 14.2% 1 +14.2 pp +14.2 pp +14.2 pp +14.2 pp
Reliant Wealth Planning CIK 0001823393 0.861 54 43.7 17.1% 1 +17.1 pp +17.1 pp +17.1 pp +17.1 pp
Sarver Vrooman Wealth Advisors CIK 0002076215 0.857 145 43.6 29.0% 1 +29.0 pp +29.0 pp +29.0 pp +29.0 pp
BURKETT FINANCIAL SERVICES, LLC CIK 0001762716 0.749 266 43.4 15.6% 1 +15.6 pp +15.6 pp +15.6 pp +15.6 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 43.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Allied Investment Advisors, LLC CIK 0001729869 0.376 110 43.3 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
Richardson Capital Management LLC CIK 0001621646 0.839 243 43.0 22.6% 1 +22.6 pp +22.6 pp +22.6 pp +22.6 pp
Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 42.8 10.1% 1 +10.1 pp +10.1 pp +10.1 pp +10.1 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 41.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
SECURIAN ASSET MANAGEMENT, INC CIK 0001035350 0.688 926 41.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 41.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 40.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Northwest Quadrant Wealth Management, LLC CIK 0001697767 0.870 77 40.4 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
Walker Financial Services, Inc. CIK 0001965479 0.780 45 40.4 18.3% 1 +18.3 pp +18.3 pp +18.3 pp +18.3 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 40.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 39.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 39.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Apexium Financial, LP CIK 0001765285 0.880 288 38.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Evergreen Advisors, LLC CIK 0001762294 0.919 31 38.3 10.1% 1 +10.1 pp +10.1 pp +10.1 pp +10.1 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 38.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Leelyn Smith, LLC CIK 0001777817 0.480 157 37.7 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
Sunburst Financial Group, LLC CIK 0001800158 0.764 132 36.7 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 36.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CHOREO, LLC CIK 0001679031 0.797 1690 35.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 34.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Wealthspire Retirement, LLC CIK 0002040084 0.698 321 34.9 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
PLANNING DIRECTIONS INC CIK 0000821103 0.474 110 34.6 19.5% 1 +19.5 pp +19.5 pp +19.5 pp +19.5 pp
Noble Family Wealth, LLC CIK 0001976065 0.800 74 34.2 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
Cedar Wealth Management, LLC CIK 0001665642 0.731 92 34.1 11.5% 1 +11.5 pp +11.5 pp +11.5 pp +11.5 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 33.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 33.7 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
MFA WEALTH ADVISORS, LLC CIK 0001688184 0.453 98 33.7 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
Steele Capital Management, Inc. CIK 0001646695 0.876 85 32.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
ForthRight Wealth Management, LLC CIK 0001841633 0.793 76 31.9 10.0% 1 +10.0 pp +10.0 pp +10.0 pp +10.0 pp
VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 31.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
CRA Financial Services, LLC CIK 0001765594 0.529 321 31.8 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
DDD Partners, LLC CIK 0001729673 0.504 164 31.7 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 31.1 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 31.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 31.1 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 31.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
True Link Financial Advisors, LLC CIK 0001846236 0.000 104 30.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 30.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.373 173 30.0 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 29.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 29.0 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
American Financial Advisors, LLC CIK 0001767898 0.654 169 28.7 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
Curran Financial Partners, LLC CIK 0001843867 0.309 140 28.7 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
WFA Asset Management Corp CIK 0001994434 0.679 196 28.1 15.9% 1 +15.9 pp +15.9 pp +15.9 pp +15.9 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 27.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Verus Financial Partners, Inc. CIK 0001481714 0.906 127 27.7 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Nadler Financial Group, Inc. CIK 0001541787 0.841 149 27.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 27.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 27.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Hudock, Inc. CIK 0001543536 0.674 217 26.9 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 26.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 26.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Intergy Private Wealth, LLC CIK 0001911342 0.551 147 26.3 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 26.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 26.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Souders Financial Advisors CIK 0001811240 0.482 224 26.0 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 25.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 25.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 25.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Silver Coast Investments LLC CIK 0002012033 0.588 121 25.3 9.2% 1 +9.2 pp +9.2 pp +9.2 pp +9.2 pp
Principle Wealth Partners LLC CIK 0001743413 0.679 398 25.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 25.2 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
WEALTH MANAGEMENT RESOURCES, INC. CIK 0001063516 0.712 31 25.0 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 24.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SRH ADVISORS, LLC CIK 0001512779 0.875 276 24.5 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
Presidio Capital Management, LLC CIK 0001931750 0.695 86 24.5 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
Financial Insights, Inc. CIK 0001642058 0.472 147 24.1 8.8% 2 -1.5 pp +8.8 pp +8.8 pp +8.8 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 24.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
EQUITABLE TRUST CO CIK 0000033250 0.557 452 24.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 23.9 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
Aspire Capital Advisors LLC CIK 0001906014 0.535 134 23.9 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 23.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Eagle Capital Management, LLC CIK 0001600746 0.615 50 23.7 10.4% 1 +10.4 pp +10.4 pp +10.4 pp +10.4 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 23.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
eCIO, Inc. CIK 0001830823 0.331 46 23.4 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 23.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 23.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Capital Advantage, Inc. CIK 0001628896 0.497 150 22.9 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 22.4 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
McCarthy Asset Management, Inc. CIK 0001843169 0.778 29 22.3 15.2% 1 +15.2 pp +15.2 pp +15.2 pp +15.2 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 22.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Leo Wealth, LLC CIK 0001912202 0.425 452 22.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 21.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 21.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LongView Wealth Management CIK 0001990190 0.308 227 21.7 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 21.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Tradition Wealth Management, LLC CIK 0001843010 0.463 538 21.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Curi Capital, LLC CIK 0001332905 0.548 888 21.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 21.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 21.2 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
Bison Wealth, LLC CIK 0001845251 0.528 477 21.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 20.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
WIT, LLC CIK 0001840025 0.965 24 20.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 20.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Joule Financial, LLC CIK 0001929070 0.731 116 20.4 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
Asset Allocation Strategies LLC CIK 0001922879 0.395 177 19.6 4.3% 2 -0.8 pp +4.3 pp +4.3 pp +4.3 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 19.5 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
Elite Financial, Inc. CIK 0002059349 0.701 55 19.4 9.6% 2 -1.2 pp +9.6 pp +9.6 pp +9.6 pp
DAGCO, INC. CIK 0001767343 0.605 117 19.4 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
Global Wealth Management, LLC CIK 0002039738 0.724 47 19.4 10.6% 1 +10.6 pp +10.6 pp +10.6 pp +10.6 pp
WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 19.3 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
Paradigm, Strategies in Wealth Management, LLC CIK 0001859579 0.583 61 19.2 12.6% 1 +12.6 pp +12.6 pp +12.6 pp +12.6 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 19.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 19.1 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 19.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Apriem Advisors CIK 0001425165 0.679 182 18.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Ledyard National Bank CIK 0001310658 0.559 255 18.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Schaeffer Financial LLC CIK 0001898838 0.812 27 18.6 18.2% 1 +18.2 pp +18.2 pp +18.2 pp +18.2 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 18.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 18.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Southland Equity Partners LLC CIK 0002006517 0.434 306 18.4 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 18.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisors Preferred, LLC CIK 0001598841 0.037 220 18.2 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
Towneley Capital Management, Inc / DE CIK 0002004980 0.878 46 17.9 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
Powers Advisory Group, LLC CIK 0001927474 0.567 130 17.6 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.431 294 17.6 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 17.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 17.4 2.3% 3 -0.3 pp -0.2 pp +2.3 pp +2.3 pp
Pacific Capital Wealth Advisors, Inc. CIK 0001803523 0.860 92 17.3 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 17.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
West Oak Capital, LLC CIK 0001387399 0.631 279 16.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Cooper Financial Group CIK 0001751581 0.393 448 16.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 16.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Hidden Cove Wealth Management, LLC CIK 0001963736 0.284 133 16.6 12.1% 1 +12.1 pp +12.1 pp +12.1 pp +12.1 pp
SIMS INVESTMENT MANAGEMENT, LLC CIK 0002053807 0.826 184 16.6 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 16.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Skyline Advisors, Inc. CIK 0001843832 0.275 123 16.4 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 16.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Weitzel Financial Services, Inc. CIK 0001846789 0.781 51 16.3 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 16.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 16.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Clark Wealth Partners CIK 0002107657 0.535 571 16.1 10.9% 2 -0.9 pp +10.9 pp +10.9 pp +10.9 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 16.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 15.7 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
MORTON COMMUNITY BANK CIK 0002011821 0.254 120 15.6 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 15.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 15.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
New Insight Wealth Advisors CIK 0002022328 0.372 120 15.4 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 15.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 15.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 15.2 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 15.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 15.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
KILEY JUERGENS WEALTH MANAGEMENT, LLC CIK 0001723223 0.549 241 14.8 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 14.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Stonehearth Capital Management, LLC CIK 0001550191 0.486 94 14.8 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 14.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 14.6 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 14.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Prepared Retirement Institute LLC CIK 0002056037 0.526 94 14.6 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
Whitegate Investment Counselors, Inc. CIK 0001667102 0.659 76 14.3 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 14.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 14.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 14.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Eagle Strategies LLC CIK 0001907666 0.384 273 14.2 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Synergy Investment Management, LLC CIK 0002053786 0.265 1086 14.2 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
Financial Guidance Group, Inc. CIK 0001929349 0.458 91 14.1 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 14.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 14.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 13.8 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 13.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Northeast Financial Group, Inc. CIK 0001965773 0.477 76 13.7 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 13.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Midwest Financial Group LLC CIK 0001967193 0.272 136 13.7 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 13.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Dakota Wealth Management CIK 0001631353 0.544 771 13.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Family Capital Management, Inc. CIK 0001964344 0.490 115 13.5 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
CW Advisors, LLC CIK 0001904976 0.000 0 13.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PACES FERRY WEALTH ADVISORS, LLC CIK 0001819919 0.528 136 13.4 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 13.3 2.6% 3 -0.3 pp -0.1 pp +2.6 pp +2.6 pp
Opulen Financial Group LLC CIK 0002055099 0.387 116 13.3 10.9% 1 +10.9 pp +10.9 pp +10.9 pp +10.9 pp
Latko Wealth Management, Ltd. CIK 0001937769 0.712 37 13.3 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
Montis Financial, LLC CIK 0001844314 0.565 152 13.2 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 13.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 13.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mendel Capital Management LLC CIK 0001911384 0.489 99 13.0 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
Blue Barn Wealth, LLC CIK 0001879206 0.070 46 13.0 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 12.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 12.9 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
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GSG Advisors LLC CIK 0001995773 0.640 148 12.9 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
Lighthouse Wealth Management Inc. CIK 0002042810 0.623 47 12.8 11.1% 1 +11.1 pp +11.1 pp +11.1 pp +11.1 pp
OLYMPUS WEALTH MANAGEMENT, LLC CIK 0001995674 0.835 21 12.7 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
Winthrop Capital Management, LLC CIK 0002010657 0.431 351 12.6 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
Legacy Financial Strategies, LLC CIK 0001723925 0.732 152 12.5 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 12.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Trinity Financial Advisors LLC CIK 0001809574 0.677 95 12.4 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
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MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 12.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 12.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Goepper Burkhardt LLC CIK 0001844142 0.646 99 12.1 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
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FMR LLC CIK 0000315066 0.989 5571 12.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Curbstone Financial Management Corp CIK 0001608057 0.354 215 11.8 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
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Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 11.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 11.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
TRUE Private Wealth Advisors CIK 0001667074 0.345 283 11.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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Avior Wealth Management, LLC CIK 0001599868 0.477 787 11.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
XML Financial, LLC CIK 0001800465 0.420 447 11.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 11.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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&PARTNERS CIK 0000107136 0.806 2509 11.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 11.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
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CHANNEL WEALTH LLC CIK 0001975550 0.260 188 10.5 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
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JNBA Financial Advisors CIK 0001569118 0.792 830 9.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 8.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
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Cambridge Financial Group, LLC CIK 0002085256 0.513 155 2.8 1.1% 3 -0.3 pp -0.3 pp +1.1 pp +1.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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ADAPT WEALTH ADVISORS, LLC CIK 0002013937 0.548 94 2.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Aegis Wealth Management LLC CIK 0001628818 0.188 160 2.8 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Soundwatch Capital LLC CIK 0001803253 0.945 53 2.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Cypress Wealth Services, LLC CIK 0001721527 0.375 422 2.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Choate Investment Advisors CIK 0001399794 0.922 472 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 2.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Aspen Grove Capital, LLC CIK 0001806027 0.350 214 2.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
SHEPHERD KAPLAN KROCHUK, LLC CIK 0001218583 0.303 62 2.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CWS Financial Advisors, LLC CIK 0001802459 0.573 171 2.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.535 117 2.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Fortis Capital Management LLC CIK 0001802167 0.488 235 2.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Jacobi Capital Management LLC CIK 0001689646 0.613 644 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Princeton Global Asset Management LLC CIK 0001767349 0.425 831 2.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 2.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Mengis Capital Management, Inc. CIK 0001609674 0.345 218 2.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 2.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
MUIRFIELD WEALTH ADVISORS LLC CIK 0002014898 0.410 87 2.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
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CHB Investment Group, LLC CIK 0001933274 0.051 69 2.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
FMA Wealth Management, LLC CIK 0002011155 0.622 42 2.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 2.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
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Crewe Advisors LLC CIK 0001730033 0.734 1135 2.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Capital Square, LLC CIK 0001798736 0.168 241 2.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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ACAS, LLC CIK 0001859505 0.399 93 2.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
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OneAscent Financial Services LLC CIK 0001780985 0.651 605 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Wills Financial Group LLC CIK 0002059579 0.384 82 1.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Evanson Asset Management, LLC CIK 0001626379 0.793 321 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
My Personal CFO, LLC CIK 0001916366 0.544 91 1.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Note Advisors, LLC CIK 0002056243 0.618 86 1.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
SVB WEALTH LLC CIK 0001626116 0.541 384 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Advisory Resource Group CIK 0001764968 0.307 183 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Financial Sense Advisors, Inc. CIK 0001358828 0.159 137 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Modus Advisors, LLC CIK 0001799284 0.297 118 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BXM Wealth LLC CIK 0002052379 0.166 163 1.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Victrix Investment Advisors CIK 0002055229 0.074 75 1.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Park Edge Advisors, LLC CIK 0001965659 0.444 149 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
OUTFITTERS FINANCIAL LLC CIK 0001846505 0.180 80 1.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Indie Asset Partners, LLC CIK 0001802244 0.263 86 1.5 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Zhang Financial LLC CIK 0001776290 0.816 392 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Grantvest Financial Group LLC CIK 0002055216 0.231 189 1.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Thrive Wealth Management, LLC CIK 0001847610 0.785 254 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Private Advisory Group LLC CIK 0001632965 0.257 287 1.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pacific Wealth Strategies Group, Inc. CIK 0001766571 0.216 59 1.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Financial Perspectives, Inc CIK 0002003287 0.412 728 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Altus Wealth Group LLC CIK 0001842572 0.448 154 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 1.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
WEST BANCORPORATION INC (WTBA) CIK 0001166928 0.490 95 1.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Inscription Capital, LLC CIK 0001767868 0.329 789 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signet Investment Advisory Group, Inc. CIK 0001766328 0.276 73 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Ascentis Independent Advisors CIK 0001845003 0.000 355 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
One Day In July LLC CIK 0001823172 0.854 167 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
REDW Wealth LLC CIK 0001688931 0.503 104 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Wingate Wealth Advisors, Inc. CIK 0002041800 0.347 127 1.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
WULFF, HANSEN & CO. CIK 0000108634 0.091 109 1.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
San Luis Wealth Advisors LLC CIK 0001844709 0.294 183 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 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
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Missouri Trust & Investment Co CIK 0001908186 0.487 146 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Diversified Trust Co CIK 0001479844 0.817 1115 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Semus Wealth Partners LLC CIK 0001964775 0.353 111 1.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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EAGLE HARBOR ASSET MANAGEMENT INC /ADV CIK 1088388 0.176 135 1.3 1.3% 3 -0.1 pp +0.0 pp +1.3 pp +1.3 pp
Journey Beyond Wealth, LLC CIK 0002052989 0.716 30 1.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Root Financial Partners, LLC CIK 0001977181 0.834 407 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Ethos Financial Group, LLC CIK 0001954242 0.258 648 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Gradient Investments LLC CIK 0001542265 0.563 448 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Murphy, Middleton, Hinkle & Parker, Inc. CIK 0001730521 0.280 140 1.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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Royal Capital Wealth Management, LLC CIK 0001904323 0.452 101 1.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Evergreen Wealth Management, LLC CIK 0001965292 0.335 55 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Focused Wealth Management, Inc CIK 0001586052 0.779 228 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Disciplined Investors, L.L.C. CIK 0002056242 0.221 145 1.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
ETF Store, Inc. CIK 0001911470 0.237 114 1.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RHS Financial, LLC CIK 0001766514 0.159 165 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASPIRIANT, LLC CIK 0001433541 0.907 400 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compass Ion Advisors, LLC CIK 0001621100 0.781 297 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Allie Family Office LLC CIK 0001908612 0.456 107 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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KANAWHA CAPITAL MANAGEMENT LLC CIK 0001164478 0.560 228 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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GRIES FINANCIAL LLC CIK 0001049662 0.336 323 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ellis Investment Partners, LLC CIK 0001765590 0.474 285 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Paulson Wealth Management Inc. CIK 0001731878 0.693 146 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PATTEN & PATTEN INC/TN CIK 0001044905 0.575 350 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hayek Kallen Investment Management CIK 0001430681 0.504 97 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Firestone Capital Management CIK 0001799964 0.602 168 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.9 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Darrow Company, Inc. CIK 0001908169 0.521 58 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.160 104 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Full Sail Capital, LLC CIK 0001757617 0.696 308 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Demars Financial Group, LLC CIK 0001723115 0.575 113 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SWS Partners CIK 0001731731 0.307 108 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Probity Advisors, Inc. CIK 0001676603 0.563 232 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank of New Hampshire CIK 0001870761 0.280 537 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Wernau Asset Management Inc. CIK 0002053236 0.585 48 0.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Round Rock Advisors LLC CIK 0001846991 0.524 318 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Barnett & Company, Inc. CIK 0001426588 0.122 86 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Loudon Investment Management, LLC CIK 0001597089 0.271 95 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MERIDIAN MANAGEMENT CO CIK 0000806097 0.487 84 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Florida Trust Wealth Management Co CIK 0001651023 0.623 461 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OARSMAN CAPITAL, INC. CIK 0001569667 0.660 244 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VALICENTI ADVISORY SERVICES INC CIK 0001080201 0.492 83 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TFR Capital, LLC. CIK 0002059325 0.284 165 0.8 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
CERTUITY, LLC CIK 0001800752 0.558 672 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rench Wealth Management, Inc. CIK 0001599016 0.459 67 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Balefire, LLC CIK 0001750924 0.097 475 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CCG WEALTH MANAGEMENT, LLC CIK 0001771169 0.509 149 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wilkins Miller Wealth Management, LLC CIK 0002057318 0.363 95 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
BAILARD, INC. CIK 0000750641 0.578 763 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orcam Financial Group CIK 0001905367 0.304 105 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
BRASADA CAPITAL MANAGEMENT, LP CIK 0001643833 0.171 151 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Van Cleef Asset Management,Inc CIK 0001482935 0.810 119 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Stonebrook Private Inc. CIK 0002008738 0.377 271 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Councilor Wealth, LLC CIK 0002052759 0.384 88 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Level Wealth Management LLC CIK 0002036775 0.791 70 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Bonfire Financial CIK 0001762539 0.560 60 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HOWE & RUSLING INC CIK 0000769963 0.498 479 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WEIK CAPITAL MANAGEMENT CIK 0001278793 0.478 93 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Fund Evaluation Group, LLC CIK 0001356249 0.924 80 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Invst, LLC CIK 0001867587 0.314 343 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Quartz Partners, LLC CIK 0001659978 0.119 191 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clear Point Advisors Inc. CIK 0002010474 0.000 93 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHAPIN DAVIS, INC. CIK 0000872098 0.098 256 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Front Row Advisors LLC CIK 0001729254 0.508 576 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SAWGRASS ASSET MANAGEMENT LLC CIK 0001105467 0.316 193 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Traynor Capital Management, Inc. CIK 0001666786 0.689 335 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Old Mission Investment Co LLC CIK 2149839 0.649 163 0.7 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
RAINEY & RANDALL WEALTH ADVISORS INC. CIK 0001728355 0.880 77 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
CARRET ASSET MANAGEMENT, LLC CIK 0000791490 0.516 309 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Faithward Advisors, LLC CIK 0001695078 0.111 339 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SUMMIT WEALTH & RETIREMENT PLANNING, INC. CIK 0001766995 0.761 113 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Madison Wealth Partners, Inc CIK 0001844424 0.603 292 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BUILDER INVESTMENT GROUP INC /ADV CIK 0000727117 0.630 107 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wisconsin Wealth Advisors, LLC CIK 0002073891 0.187 90 0.7 0.8% 2 +0.3 pp +0.8 pp +0.8 pp +0.8 pp
Perissos Private Wealth Management, LLC CIK 0002023071 0.063 79 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
LCNB CORP (LCNB) CIK 0001074902 0.390 184 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
RED CRANE WEALTH MANAGEMENT, LLC CIK 0001686343 0.311 79 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Smart Portfolios, LLC CIK 0001513227 0.221 99 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Greenhouse Wealth Management, LLC CIK 0001843566 0.543 52 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Management Associates, Inc CIK 0002008851 0.641 153 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Fort Sheridan Advisors LLC CIK 0001606666 0.516 299 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Key FInancial Inc CIK 0001801720 0.372 1356 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
O'ROURKE & COMPANY, Inc CIK 0001911468 0.309 177 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Sharkey, Howes & Javer CIK 0001642246 0.446 162 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Planned Solutions, Inc. CIK 0001831332 0.615 154 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA CIK 0001089707 0.239 84 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Forum Financial Management, LP CIK 0001911832 0.978 352 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trilogy Capital Inc. CIK 0001722512 0.616 400 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LifePlan Financial, LLC CIK 0001739485 0.222 89 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
FSA Investment Group, LLC CIK 0002051584 0.836 47 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
McAlister, Sweet & Associates, Inc. CIK 0001774087 0.614 41 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CGN Advisors LLC CIK 0001841506 0.595 322 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Beacon Capital Management, LLC CIK 0001921487 0.452 175 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Dominguez Wealth Management Solutions, Inc. CIK 0001881335 0.591 75 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Cypress Capital, LLC CIK 0001729939 0.629 110 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Fusion Capital, LLC CIK 0001802955 0.422 112 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Breakwater Capital Group CIK 0001964309 0.408 374 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Schrum Private Wealth Management LLC CIK 0001914987 0.095 109 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RIDGECREST WEALTH PARTNERS, LLC CIK 0001860719 0.418 111 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SP Asset Management LLC CIK 0001962086 0.688 137 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Stewardship Advisors, LLC CIK 0001733219 0.409 175 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Financial Partners Group, LLC CIK 0001965246 0.231 88 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Dale Q Rice Investment Management Ltd CIK 0002041427 0.474 68 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Aerodigm Wealth, LLC CIK 0001927705 0.629 89 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornell Pochily Investment Advisors, Inc. CIK 0001736260 0.310 189 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
LYELL WEALTH MANAGEMENT, LP CIK 0001686444 0.516 232 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST FINANCIAL CORP /IN/ (THFF) CIK 0000714562 0.537 295 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Davis Wealth Advisors, LLC CIK 0002104502 0.204 73 0.6 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Fulcrum Capital LLC CIK 0001724090 0.494 103 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BROOKS, MOORE & ASSOCIATES, INC. CIK 0001767040 0.263 114 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Baldwin Investment Management, LLC CIK 0001346378 0.670 231 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Gemmer Asset Management LLC CIK 0001607825 0.773 187 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Tiller Private Wealth, Inc. CIK 0001663649 0.826 69 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brookwood Investment Group LLC CIK 0002066812 0.242 513 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.6 0.3% 2 -1.3 pp +0.3 pp +0.3 pp +0.3 pp
Martin Capital Partners, LLC CIK 0001731216 0.226 72 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Fairway Wealth LLC CIK 0002019393 0.715 239 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Investment Partners Asset Management, Inc. CIK 0001384416 0.212 168 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Avantra Family Wealth, Inc. CIK 0001774744 0.074 165 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Brick & Kyle, Associates CIK 0001632253 0.567 96 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OMC Financial Services LTD CIK 0002026391 0.472 61 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ironwood Financial, llc CIK 0001630360 0.525 179 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Addison Advisors LLC CIK 0001843745 0.131 707 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
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kozak & Associates, Inc. CIK 0001764970 0.408 451 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALERUS FINANCIAL NA CIK 0000919458 0.827 506 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
True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MilWealth Group LLC CIK 0001972750 0.908 82 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
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 1 +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
City State Bank CIK 0001910666 0.322 809 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
West Branch Capital LLC CIK 0001738723 0.568 355 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHELSEA COUNSEL CO CIK 0001276755 0.302 232 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Windsor Advisory Group, LLC CIK 0001739953 0.287 97 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
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
Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
High Note Wealth, LLC CIK 0001807283 0.548 959 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Biltmore Family Office, LLC CIK 0001731123 0.593 333 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Minot DeBlois Advisors LLC CIK 0001475933 0.277 240 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Silicon Valley Capital Partners CIK 0001673633 0.733 457 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.080 1191 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 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
IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mowery & Schoenfeld Wealth Management, LLC CIK 0002019946 0.169 363 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Bridge, LLC CIK 0001689144 0.181 322 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 0.0 0.0% 3 -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
Western Pacific Wealth Management, LP CIK 0001907320 0.467 181 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Citizens National Bank Trust Department CIK 0001806425 0.400 381 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 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
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 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
General Partner, Inc. CIK 0001800508 0.326 167 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
Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 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
Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HORIZON BANCORP INC /IN/ (HBNC) CIK 0000706129 0.687 197 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VIRTUS ADVISERS, LLC CIK 0001587281 0.057 509 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mountain Hill Investment Partners Corp. CIK 0002055557 0.198 195 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aspect Partners, LLC CIK 0001985284 0.319 679 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
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
Finley Financial, LLC CIK 0002047823 0.690 110 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keener Financial Planning LLC CIK 0002004495 0.857 61 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
Gould Capital, LLC CIK 0001908965 0.411 217 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
New Republic Capital, LLC CIK 0001989988 0.139 352 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fairman Group, LLC CIK 0002016719 0.432 332 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.193 2188 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
Inlight Wealth Management, LLC CIK 0001731795 0.697 62 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Investment Research & Advisory Group, Inc. CIK 0001802136 0.570 314 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Eukles Asset Management CIK 0001632553 0.343 228 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Advisory Services, LLC CIK 0002068847 0.633 54 0.0 0.0% 0 -0.3 pp -0.2 pp +0.0 pp +0.0 pp
Flavin Financial Services, Inc. CIK 0002052798 0.265 81 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.0 0.0% 0 -2.9 pp -2.6 pp +0.0 pp +0.0 pp
PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Stillwater Wealth Management Group CIK 0002063941 0.193 77 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 0.0 0.0% 0 -4.2 pp +0.0 pp +0.0 pp +0.0 pp
Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.0 0.0% 0 -0.3 pp -0.2 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 -0.3 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 SCHD). Qtrs Held counts distinct quarters this fund has actually held SCHD (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SCHD position size. Δ columns are the percentage-point change in SCHD'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