Signals

SCHD

1900 in-universe funds with a nonzero position in SCHD within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#24602
Score / z-5.840 / -8.75
Consensus527.65 over 1048 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
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 1,127.1 4.0% 1 +4.0 pp -0.2 pp +4.0 pp +4.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 990.8 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 955.9 1.1% 2 +0.8 pp +1.1 pp +1.1 pp +1.1 pp
SUMITOMO LIFE INSURANCE CO CIK 0000937760 0.892 291 847.7 26.3% 1 +26.3 pp +26.3 pp +26.3 pp +26.3 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 772.1 4.0% 2 -0.3 pp +4.0 pp +4.0 pp +4.0 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 743.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 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 719.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 492.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 448.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 424.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 396.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 359.5 0.8% 3 -0.1 pp -0.2 pp +0.8 pp +0.8 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 327.1 0.5% 3 -0.1 pp -0.2 pp +0.5 pp +0.5 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 315.8 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 265.9 7.6% 2 -0.3 pp +7.6 pp +7.6 pp +7.6 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 263.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 254.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 210.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 198.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 180.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Keystone Financial Planning, Inc. CIK 0001596906 0.687 39 167.9 48.8% 2 -2.0 pp +48.8 pp +48.8 pp +48.8 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 165.8 3.8% 2 -0.1 pp +3.8 pp +3.8 pp +3.8 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 162.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 155.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 145.5 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 138.9 16.1% 2 -0.3 pp +16.1 pp +16.1 pp +16.1 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 133.2 0.5% 2 -0.3 pp +0.5 pp +0.5 pp +0.5 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 126.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 120.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 105.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 104.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 100.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 94.1 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 87.3 3.1% 2 -0.3 pp +3.1 pp +3.1 pp +3.1 pp
Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 84.5 6.5% 2 -0.2 pp +6.5 pp +6.5 pp +6.5 pp
Berger Financial Group, Inc CIK 0001826136 0.633 475 83.5 5.0% 2 -0.2 pp +5.0 pp +5.0 pp +5.0 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 81.4 0.9% 2 -0.4 pp +0.9 pp +0.9 pp +0.9 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 78.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 76.4 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 75.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Asset Advisors Investment Management, LLC CIK 0001756695 0.620 102 72.1 6.8% 2 -0.3 pp +6.8 pp +6.8 pp +6.8 pp
LVW Advisors, LLC CIK 0001576053 0.582 462 64.4 6.7% 2 -3.2 pp +6.7 pp +6.7 pp +6.7 pp
Allworth Financial LP CIK 0001555170 0.907 5124 62.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 60.8 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 60.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MAI Capital Management CIK 0001040197 0.725 1889 59.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 59.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 59.2 7.6% 2 -1.0 pp +7.6 pp +7.6 pp +7.6 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 55.6 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Summit Financial Wealth Advisors, LLC CIK 0001632283 0.542 225 55.4 8.6% 2 -0.9 pp +8.6 pp +8.6 pp +8.6 pp
Charles Schwab Trust Bank CIK 0001776551 0.817 1 55.1 100.0% 2 +0.0 pp +100.0 pp +100.0 pp +100.0 pp
HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 54.3 6.6% 2 -0.4 pp +6.6 pp +6.6 pp +6.6 pp
Summit Asset Management, LLC CIK 0001509974 0.696 183 54.0 8.3% 2 -0.2 pp +8.3 pp +8.3 pp +8.3 pp
Golden Reserve Retirement LLC CIK 0002066488 0.825 112 53.6 13.9% 2 -0.3 pp +13.9 pp +13.9 pp +13.9 pp
VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 52.8 7.3% 2 -0.4 pp +7.3 pp +7.3 pp +7.3 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 52.3 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 52.0 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 51.5 3.3% 2 -0.2 pp +3.3 pp +3.3 pp +3.3 pp
Scott Capital Advisors, LLC CIK 0001905673 0.593 66 51.2 11.6% 2 -1.9 pp +11.6 pp +11.6 pp +11.6 pp
Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 50.3 9.5% 2 -0.6 pp +9.5 pp +9.5 pp +9.5 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 50.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Whelan Financial CIK 0001894921 0.754 101 48.3 15.3% 2 -1.4 pp +15.3 pp +15.3 pp +15.3 pp
BOKF, NA CIK 0000009634 0.752 1160 47.2 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
Allied Investment Advisors, LLC CIK 0001729869 0.376 110 46.6 7.4% 2 -0.1 pp +7.4 pp +7.4 pp +7.4 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 46.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BURKETT FINANCIAL SERVICES, LLC CIK 0001762716 0.749 266 45.6 15.7% 2 +0.1 pp +15.7 pp +15.7 pp +15.7 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 45.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 45.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Reliant Wealth Planning CIK 0001823393 0.861 54 45.4 14.7% 2 -2.3 pp +14.7 pp +14.7 pp +14.7 pp
ESL Trust Services, LLC CIK 0001785545 0.914 266 45.0 8.8% 2 -1.0 pp +8.8 pp +8.8 pp +8.8 pp
Sarver Vrooman Wealth Advisors CIK 0002076215 0.857 145 44.9 28.8% 2 -0.2 pp +28.8 pp +28.8 pp +28.8 pp
CGC Financial Services, LLC CIK 0001992785 0.572 337 43.5 12.0% 2 -8.2 pp +12.0 pp +12.0 pp +12.0 pp
Northwest Quadrant Wealth Management, LLC CIK 0001697767 0.870 77 43.4 9.2% 2 +0.2 pp +9.2 pp +9.2 pp +9.2 pp
SECURIAN ASSET MANAGEMENT, INC CIK 0001035350 0.688 926 43.2 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 42.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 42.7 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 42.1 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 41.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Apexium Financial, LP CIK 0001765285 0.880 288 41.5 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 40.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 40.3 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
Leelyn Smith, LLC CIK 0001777817 0.480 157 40.1 6.0% 2 -0.1 pp +6.0 pp +6.0 pp +6.0 pp
Cedar Wealth Management, LLC CIK 0001665642 0.731 92 39.5 12.1% 2 +0.6 pp +12.1 pp +12.1 pp +12.1 pp
American Financial Advisors, LLC CIK 0001767898 0.654 169 38.1 4.9% 2 +0.9 pp +4.9 pp +4.9 pp +4.9 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 37.7 0.3% 2 -0.3 pp +0.3 pp +0.3 pp +0.3 pp
Noble Family Wealth, LLC CIK 0001976065 0.800 74 37.4 8.2% 2 -0.1 pp +8.2 pp +8.2 pp +8.2 pp
PLANNING DIRECTIONS INC CIK 0000821103 0.474 110 37.2 19.4% 2 -0.1 pp +19.4 pp +19.4 pp +19.4 pp
CHOREO, LLC CIK 0001679031 0.797 1690 37.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 36.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 36.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Wealthspire Retirement, LLC CIK 0002040084 0.698 321 34.9 1.6% 2 -0.7 pp +1.6 pp +1.6 pp +1.6 pp
ForthRight Wealth Management, LLC CIK 0001841633 0.793 76 34.4 10.0% 2 +0.0 pp +10.0 pp +10.0 pp +10.0 pp
LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 33.5 3.5% 2 -0.1 pp +3.5 pp +3.5 pp +3.5 pp
CRA Financial Services, LLC CIK 0001765594 0.529 321 33.0 4.5% 2 -0.3 pp +4.5 pp +4.5 pp +4.5 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 33.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 32.9 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
Curran Financial Partners, LLC CIK 0001843867 0.309 140 32.7 6.5% 2 +0.1 pp +6.5 pp +6.5 pp +6.5 pp
Walker Financial Services, Inc. CIK 0001965479 0.780 45 32.3 12.6% 2 -5.8 pp +12.6 pp +12.6 pp +12.6 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 32.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
True Link Financial Advisors, LLC CIK 0001846236 0.000 104 32.1 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
Steele Capital Management, Inc. CIK 0001646695 0.876 85 32.1 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 30.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 29.5 1.4% 2 -0.5 pp +1.4 pp +1.4 pp +1.4 pp
Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 28.7 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 28.3 1.7% 2 +0.2 pp +1.7 pp +1.7 pp +1.7 pp
Souders Financial Advisors CIK 0001811240 0.482 224 28.3 3.4% 2 +0.1 pp +3.4 pp +3.4 pp +3.4 pp
Verus Financial Partners, Inc. CIK 0001481714 0.906 127 28.2 2.7% 2 -0.1 pp +2.7 pp +2.7 pp +2.7 pp
Aspire Capital Advisors LLC CIK 0001906014 0.535 134 28.2 7.0% 2 +0.4 pp +7.0 pp +7.0 pp +7.0 pp
Intergy Private Wealth, LLC CIK 0001911342 0.551 147 27.9 8.7% 2 -0.2 pp +8.7 pp +8.7 pp +8.7 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 27.8 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 27.7 6.0% 2 -0.3 pp +6.0 pp +6.0 pp +6.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 27.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 27.4 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
WFA Asset Management Corp CIK 0001994434 0.679 196 27.1 14.7% 2 -1.2 pp +14.7 pp +14.7 pp +14.7 pp
eCIO, Inc. CIK 0001830823 0.331 46 26.7 10.0% 2 +0.1 pp +10.0 pp +10.0 pp +10.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 26.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 26.1 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
WEALTH MANAGEMENT RESOURCES, INC. CIK 0001063516 0.712 31 26.0 8.4% 2 -0.1 pp +8.4 pp +8.4 pp +8.4 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 25.9 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 25.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Presidio Capital Management, LLC CIK 0001931750 0.695 86 25.4 8.9% 2 -0.5 pp +8.9 pp +8.9 pp +8.9 pp
Eagle Capital Management, LLC CIK 0001600746 0.615 50 25.2 9.5% 2 -0.9 pp +9.5 pp +9.5 pp +9.5 pp
Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 25.2 5.4% 2 -0.1 pp +5.4 pp +5.4 pp +5.4 pp
Nadler Financial Group, Inc. CIK 0001541787 0.841 149 25.0 2.4% 2 -0.4 pp +2.4 pp +2.4 pp +2.4 pp
SRH ADVISORS, LLC CIK 0001512779 0.875 276 24.8 7.2% 2 -0.2 pp +7.2 pp +7.2 pp +7.2 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 24.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Financial Insights, Inc. CIK 0001642058 0.472 147 24.7 8.2% 3 -0.6 pp -2.1 pp +8.2 pp +8.2 pp
Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 24.4 2.5% 2 -0.7 pp +2.5 pp +2.5 pp +2.5 pp
Capital Advantage, Inc. CIK 0001628896 0.497 150 23.7 3.6% 2 -0.1 pp +3.6 pp +3.6 pp +3.6 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 23.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
McCarthy Asset Management, Inc. CIK 0001843169 0.778 29 23.0 14.8% 2 -0.4 pp +14.8 pp +14.8 pp +14.8 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 22.7 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 22.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 22.5 1.1% 2 -1.2 pp +1.1 pp +1.1 pp +1.1 pp
Silver Coast Investments LLC CIK 0002012033 0.588 121 22.5 7.7% 2 -1.5 pp +7.7 pp +7.7 pp +7.7 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 22.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 22.2 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
LongView Wealth Management CIK 0001990190 0.308 227 22.1 6.0% 2 -0.6 pp +6.0 pp +6.0 pp +6.0 pp
Joule Financial, LLC CIK 0001929070 0.731 116 21.9 6.6% 2 -0.0 pp +6.6 pp +6.6 pp +6.6 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 21.8 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
Apriem Advisors CIK 0001425165 0.679 182 21.6 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 21.6 3.9% 2 -0.4 pp +3.9 pp +3.9 pp +3.9 pp
FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 21.5 3.0% 2 -1.1 pp +3.0 pp +3.0 pp +3.0 pp
Tradition Wealth Management, LLC CIK 0001843010 0.463 538 21.5 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
WIT, LLC CIK 0001840025 0.965 24 21.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 21.2 3.5% 2 +0.1 pp +3.5 pp +3.5 pp +3.5 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 21.2 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
Richardson Capital Management LLC CIK 0001621646 0.839 243 21.2 10.1% 2 -12.5 pp +10.1 pp +10.1 pp +10.1 pp
EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 21.0 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
Curi Capital, LLC CIK 0001332905 0.548 888 20.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 20.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
PFG Advisors CIK 0001694435 0.248 791 20.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 20.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 20.0 4.6% 2 -0.1 pp +4.6 pp +4.6 pp +4.6 pp
Ledyard National Bank CIK 0001310658 0.559 255 20.0 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
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IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 17.0 1.7% 2 -6.5 pp +1.7 pp +1.7 pp +1.7 pp
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HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.431 294 16.0 2.2% 2 -0.4 pp +2.2 pp +2.2 pp +2.2 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 15.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
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Blue Barn Wealth, LLC CIK 0001879206 0.070 46 14.6 6.4% 2 +0.3 pp +6.4 pp +6.4 pp +6.4 pp
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Midwest Trust Co CIK 0002077080 0.757 606 14.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Midwest Financial Group LLC CIK 0001967193 0.272 136 14.3 6.8% 2 -0.4 pp +6.8 pp +6.8 pp +6.8 pp
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Opulen Financial Group LLC CIK 0002055099 0.387 116 14.0 10.6% 2 -0.3 pp +10.6 pp +10.6 pp +10.6 pp
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Glassy Mountain Advisors, Inc. CIK 0001914617 0.454 76 2.9 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
Fortis Capital Management LLC CIK 0001802167 0.488 235 2.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
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WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV CIK 0000752365 0.415 169 2.8 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
Choate Investment Advisors CIK 0001399794 0.922 472 2.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SHEPHERD KAPLAN KROCHUK, LLC CIK 0001218583 0.303 62 2.8 2.3% 2 -0.0 pp +2.3 pp +2.3 pp +2.3 pp
PKS Advisory Services, LLC CIK 0001605401 0.200 380 2.8 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 2.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Tull Financial Group, Inc. CIK 0001769060 0.849 35 2.8 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
CWS Financial Advisors, LLC CIK 0001802459 0.573 171 2.8 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
Synergy Investment Management, LLC CIK 0002053786 0.265 1086 2.8 1.1% 2 -7.5 pp +1.1 pp +1.1 pp +1.1 pp
HEADINVEST, LLC CIK 0001372130 0.306 217 2.8 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.535 117 2.8 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
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MUIRFIELD WEALTH ADVISORS LLC CIK 0002014898 0.410 87 2.7 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 2.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Scott & Selber, Inc. CIK 0001315269 0.412 91 2.7 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
Cypress Wealth Services, LLC CIK 0001721527 0.375 422 2.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 2.7 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
Jacobi Capital Management LLC CIK 0001689646 0.613 644 2.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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FMA Wealth Management, LLC CIK 0002011155 0.622 42 2.7 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 2.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 2.7 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 2.7 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 2.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Princeton Global Asset Management LLC CIK 0001767349 0.425 831 2.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Argent Trust Co CIK 0001625292 0.533 769 2.6 0.1% 2 -0.0 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 2.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Armor Investment Advisors, LLC CIK 0001694079 0.573 155 2.6 0.8% 2 -1.4 pp +0.8 pp +0.8 pp +0.8 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 2.6 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 2.6 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
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Simplicity Wealth,LLC CIK 0001913243 0.194 1022 2.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Atlas Wealth Partners, LLC CIK 0001965798 0.460 64 2.6 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 2.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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IRON Financial LLC CIK 0001595509 0.376 151 2.6 1.2% 2 +0.4 pp +1.2 pp +1.2 pp +1.2 pp
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KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Olistico Wealth, LLC CIK 0001962695 0.459 334 2.5 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.3 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 2.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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Vident Advisory, LLC CIK 0001744347 0.598 1911 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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WCG Wealth Advisors LLC CIK 0001855713 0.478 555 2.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 0.398 195 1.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 1.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 1.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 1.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 1.6 0.9% 4 +0.1 pp -0.1 pp -0.3 pp +0.9 pp
SILVIA MCCOLL WEALTH MANAGEMENT, LLC CIK 0001991983 0.332 122 1.6 1.1% 2 -1.7 pp +1.1 pp +1.1 pp +1.1 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 1.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Modus Advisors, LLC CIK 0001799284 0.297 118 1.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Probity Advisors, Inc. CIK 0001676603 0.563 232 1.6 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
Focused Wealth Management, Inc CIK 0001586052 0.779 228 1.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 1.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 1.6 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 1.6 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
Ascentis Independent Advisors CIK 0001845003 0.000 355 1.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 1.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 1.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 1.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Zhang Financial LLC CIK 0001776290 0.816 392 1.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Mezzasalma Advisors, LLC CIK 0001864916 0.283 171 1.5 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 1.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 1.5 0.0% 2 +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% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 1.5 0.2% 4 -2.3 pp -2.6 pp -2.5 pp +0.2 pp
Pacific Wealth Strategies Group, Inc. CIK 0001766571 0.216 59 1.5 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
Indie Asset Partners, LLC CIK 0001802244 0.263 86 1.5 2.0% 2 -0.7 pp +2.0 pp +2.0 pp +2.0 pp
OUTFITTERS FINANCIAL LLC CIK 0001846505 0.180 80 1.5 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 1.5 0.5% 3 -0.2 pp -0.7 pp +0.5 pp +0.5 pp
REDW Wealth LLC CIK 0001688931 0.503 104 1.5 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
SVB WEALTH LLC CIK 0001626116 0.541 384 1.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Clark Wealth Partners CIK 0002107657 0.535 571 1.5 0.9% 3 -10.0 pp -10.9 pp +0.9 pp +0.9 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GWN SECURITIES INC. CIK 0001265905 0.178 486 1.5 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 1.5 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 1.4 0.9% 3 -0.1 pp -0.3 pp +0.9 pp +0.9 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 1.4 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 1.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Gradient Investments LLC CIK 0001542265 0.563 448 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Inscription Capital, LLC CIK 0001767868 0.329 789 1.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Grantvest Financial Group LLC CIK 0002055216 0.231 189 1.4 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
Thrive Wealth Management, LLC CIK 0001847610 0.785 254 1.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Attessa Capital LLC CIK 0002020560 0.810 51 1.4 0.8% 2 -0.3 pp +0.8 pp +0.8 pp +0.8 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 1.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
WEST BANCORPORATION INC (WTBA) CIK 0001166928 0.490 95 1.4 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
Signet Investment Advisory Group, Inc. CIK 0001766328 0.276 73 1.4 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 1.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Graney & King, LLC CIK 0002051568 0.377 383 1.4 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
Private Advisory Group LLC CIK 0001632965 0.257 287 1.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
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Diversified Trust Co CIK 0001479844 0.817 1115 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Missouri Trust & Investment Co CIK 0001908186 0.487 146 1.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
BLVD Private Wealth, LLC CIK 0002079537 0.396 71 1.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Semus Wealth Partners LLC CIK 0001964775 0.353 111 1.4 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
Inspire Advisors, LLC CIK 0001810558 0.442 725 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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First Financial Group Corp CIK 0002054920 0.407 81 0.9 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
CPA Asset Management Group, LLC CIK 0001963967 0.213 97 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.9 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Demars Financial Group, LLC CIK 0001723115 0.575 113 0.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Ellis Investment Partners, LLC CIK 0001765590 0.474 285 0.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
MFA WEALTH ADVISORS, LLC CIK 0001688184 0.453 98 0.9 0.2% 2 -7.7 pp +0.2 pp +0.2 pp +0.2 pp
Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Tandem Financial, LLC CIK 0002049157 0.467 99 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Stratos Investment Management, LLC CIK 0001707206 0.673 382 0.9 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Paulson Wealth Management Inc. CIK 0001731878 0.693 146 0.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Valley Financial Group, Inc. CIK 0002010327 0.756 62 0.9 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
Triton Wealth Management, PLLC CIK 0001791126 0.546 133 0.9 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Full Sail Capital, LLC CIK 0001757617 0.696 308 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Florida Trust Wealth Management Co CIK 0001651023 0.623 461 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Darrow Company, Inc. CIK 0001908169 0.521 58 0.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Cooper Financial Group CIK 0001751581 0.393 448 0.9 0.1% 2 -1.9 pp +0.1 pp +0.1 pp +0.1 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Traynor Capital Management, Inc. CIK 0001666786 0.689 335 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PATTEN & PATTEN INC/TN CIK 0001044905 0.575 350 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.9 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Round Rock Advisors LLC CIK 0001846991 0.524 318 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Wernau Asset Management Inc. CIK 0002053236 0.585 48 0.9 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
Soundwatch Capital LLC CIK 0001803253 0.945 53 0.9 0.1% 2 -0.3 pp +0.1 pp +0.1 pp +0.1 pp
AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
CGN Advisors LLC CIK 0001841506 0.595 322 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Planned Solutions, Inc. CIK 0001831332 0.615 154 0.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
VALICENTI ADVISORY SERVICES INC CIK 0001080201 0.492 83 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
MERIDIAN MANAGEMENT CO CIK 0000806097 0.487 84 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Blueprint Investment Partners LLC CIK 0001794467 0.532 159 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SWS Partners CIK 0001731731 0.307 108 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Old Mission Investment Co LLC CIK 2149839 0.649 163 0.8 0.2% 4 +0.0 pp -0.1 pp -0.1 pp +0.2 pp
Bank of New Hampshire CIK 0001870761 0.280 537 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Sunesis Advisors, LLC CIK 0001748269 0.757 61 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Leo Wealth, LLC CIK 0001912202 0.425 452 0.8 0.1% 2 -1.6 pp +0.1 pp +0.1 pp +0.1 pp
Barnett & Company, Inc. CIK 0001426588 0.122 86 0.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
OARSMAN CAPITAL, INC. CIK 0001569667 0.660 244 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Ironwood Financial, llc CIK 0001630360 0.525 179 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
TFR Capital, LLC. CIK 0002059325 0.284 165 0.8 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
CERTUITY, LLC CIK 0001800752 0.558 672 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CCG WEALTH MANAGEMENT, LLC CIK 0001771169 0.509 149 0.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
BAILARD, INC. CIK 0000750641 0.578 763 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fort Sheridan Advisors LLC CIK 0001606666 0.516 299 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Councilor Wealth, LLC CIK 0002052759 0.384 88 0.8 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
Van Cleef Asset Management,Inc CIK 0001482935 0.810 119 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Wilkins Miller Wealth Management, LLC CIK 0002057318 0.363 95 0.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Stonebrook Private Inc. CIK 0002008738 0.377 271 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Orcam Financial Group CIK 0001905367 0.304 105 0.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
O'ROURKE & COMPANY, Inc CIK 0001911468 0.309 177 0.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Level Wealth Management LLC CIK 0002036775 0.791 70 0.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
CARRET ASSET MANAGEMENT, LLC CIK 0000791490 0.516 309 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Oxbow Advisors, LLC CIK 0001564770 0.478 265 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
DDD Partners, LLC CIK 0001729673 0.504 164 0.8 0.0% 2 -3.3 pp +0.0 pp +0.0 pp +0.0 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Rench Wealth Management, Inc. CIK 0001599016 0.459 67 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Balefire, LLC CIK 0001750924 0.097 475 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Firestone Capital Management CIK 0001799964 0.602 168 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.8 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BRASADA CAPITAL MANAGEMENT, LP CIK 0001643833 0.171 151 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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WEIK CAPITAL MANAGEMENT CIK 0001278793 0.478 93 0.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Fusion Capital, LLC CIK 0001802955 0.422 112 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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SAWGRASS ASSET MANAGEMENT LLC CIK 0001105467 0.316 193 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Hayek Kallen Investment Management CIK 0001430681 0.504 97 0.7 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
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RAINEY & RANDALL WEALTH ADVISORS INC. CIK 0001728355 0.880 77 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Forum Financial Management, LP CIK 0001911832 0.978 352 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.456 1522 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
V. M. MANNING & CO., INC. CIK 0000062061 0.405 53 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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Capital Management Associates, Inc CIK 0002008851 0.641 153 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Key FInancial Inc CIK 0001801720 0.372 1356 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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FSA Investment Group, LLC CIK 0002051584 0.836 47 0.7 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Invst, LLC CIK 0001867587 0.314 343 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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SP Asset Management LLC CIK 0001962086 0.688 137 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stewardship Advisors, LLC CIK 0001733219 0.409 175 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 -2.2 pp +0.0 pp +0.0 pp +0.0 pp
Charis Legacy Partners, LLC CIK 0002056602 0.635 28 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Silicon Valley Capital Partners CIK 0001673633 0.733 457 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Meadow Creek Wealth Advisors LLC CIK 0001801107 0.256 139 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
PEOPLES BANK /OH CIK 0000934866 0.385 100 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Fund Evaluation Group, LLC CIK 0001356249 0.924 80 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LEGACY SOLUTIONS, LLC CIK 0002053314 0.410 88 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Herold Advisors, Inc. CIK 0001891713 0.302 273 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 0 -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% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -4.1 pp +0.0 pp +0.0 pp +0.0 pp
Perennial Advisors, LLC CIK 0001697360 0.391 136 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gould Capital, LLC CIK 0001908965 0.411 217 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Market Strategies LLC CIK 0001810158 0.271 139 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 -2.4 pp +0.0 pp +0.0 pp +0.0 pp
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Victrix Investment Advisors CIK 0002055229 0.074 75 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
Financial Sense Advisors, Inc. CIK 0001358828 0.159 137 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
OLYMPUS WEALTH MANAGEMENT, LLC CIK 0001995674 0.835 21 0.0 0.0% 0 -4.3 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Custos Family Office, LLC CIK 0001904423 0.576 67 0.0 0.0% 0 -2.2 pp +0.0 pp +0.0 pp +0.0 pp
Evergreen Advisors, LLC CIK 0001762294 0.919 31 0.0 0.0% 0 -10.1 pp +0.0 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mainstream Capital Management LLC CIK 0002043084 0.307 90 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 0.0 0.0% 0 -6.9 pp +0.0 pp +0.0 pp +0.0 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WESPAC Advisors, LLC CIK 0001484540 0.023 200 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 0.0 0.0% 0 -0.1 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% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
WASHINGTON TRUST BANK CIK 0000861787 0.624 206 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Everest Private Wealth CIK 0002056683 0.390 85 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Fiduciary Group, LLC CIK 0001645890 0.530 305 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 -1.5 pp +0.0 pp +0.0 pp +0.0 pp
HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trilogy Capital Inc. CIK 0001722512 0.616 400 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. CIK 0001021642 0.407 208 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Benchmark Wealth Management, LLC CIK 0001788241 0.635 70 0.0 0.0% 0 -2.6 pp +0.0 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Partners Group, LLC CIK 0001965246 0.231 88 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp +0.0 pp
Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Savoie Capital LLC CIK 0002001471 0.674 92 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
CHB Investment Group, LLC CIK 0001933274 0.051 69 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Payne Capital Management, LLC CIK 0001994332 0.664 88 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Peak Financial Management, Inc. CIK 0001669662 0.612 114 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CLARK FINANCIAL SERVICES GROUP INC /BD CIK 0001001011 0.474 96 0.0 0.0% 0 -2.1 pp +0.0 pp +0.0 pp +0.0 pp
Bull Oak Capital, LLC CIK 0001824263 0.751 40 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
VIRTUS ADVISERS, LLC CIK 0001587281 0.057 509 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Prospera Capital Management, LLC CIK 0002082673 0.773 63 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
Quartz Partners, LLC CIK 0001659978 0.119 191 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Sage Capital Advisors,llc CIK 0001714107 0.286 136 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TFG Advisers LLC CIK 0001806473 0.297 208 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 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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status