Signals

← Signals

☆SCHE

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

Flow ranking

Rank#450
Score / z0.414 / 0.51
Consensus240.56 over 432 funds
Momentumno 12m return

Price & positioning

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

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Creative Planning CIK 0001540235 0.979 4196 588.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 530.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 305.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 116.1 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 111.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 103.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 79.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 68.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 68.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 64.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 63.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆REBALANCE, LLC CIK 0001811052 0.941 103 60.2 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Orgel Wealth Management, LLC CIK 0001658535 0.871 113 58.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 57.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 53.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆FMR LLC CIK 0000315066 0.989 5571 49.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 49.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 46.1 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 44.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 43.3 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 42.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 40.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 40.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COOPER/HAIMS ADVISORS, LLC CIK 0001654033 0.623 115 38.2 18.8% 1 +18.8 pp +18.8 pp +18.8 pp +18.8 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 37.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 36.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 35.5 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 31.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆RAINEY & RANDALL WEALTH ADVISORS INC. CIK 0001728355 0.880 77 31.5 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆McAdam, LLC CIK 0001695490 0.802 516 30.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 27.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 25.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 23.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 22.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 21.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 21.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 20.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 20.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 18.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆SUMMIT WEALTH & RETIREMENT PLANNING, INC. CIK 0001766995 0.761 113 17.6 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Alliance Wealth Management Group CIK 0001623707 0.630 103 15.7 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Towercrest Capital Management CIK 0001633288 0.713 110 15.7 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 14.9 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 14.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KLINGENSTEIN FIELDS & CO LP CIK 0000859872 0.663 195 14.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 13.7 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 13.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 13.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 13.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 13.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 13.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 12.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.373 173 12.3 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 11.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 11.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 10.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 10.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 10.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆HC Advisors, LLC CIK 0001803295 0.581 62 10.2 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 10.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 9.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 9.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 9.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 9.6 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 9.1 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Seneca Financial Advisors LLC CIK 0002082922 0.759 66 9.0 3.5% 3 -0.5 pp -0.4 pp +3.5 pp +3.5 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 9.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 8.8 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 8.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 8.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 8.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 8.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 8.5 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆Apriem Advisors CIK 0001425165 0.679 182 8.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 8.2 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 7.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 7.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Invst, LLC CIK 0001867587 0.314 343 7.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 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 7.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 7.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 7.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 7.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Boltwood Capital Management CIK 0001563690 0.369 192 7.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 7.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 6.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆St. Louis Trust Co CIK 0001661144 0.000 125 6.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Sherwood Financial Partners, LLC CIK 0002056427 0.847 8 6.8 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 6.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Boyd Wealth Management, LLC CIK 0001846114 0.522 47 6.7 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 6.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 6.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 6.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guardian Financial Partners, LLC CIK 0001723514 0.576 69 6.1 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Cornerstone Wealth Advisors, Inc. CIK 0001862176 0.876 55 6.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Strid Group, LLC CIK 0001625800 0.894 93 5.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Payne Capital Management, LLC CIK 0001994332 0.664 88 5.9 2.3% 2 +0.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 5.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 5.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 5.4 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆POWER WEALTH MANAGEMENT LLC CIK 0002001039 0.557 117 5.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 5.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 5.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CX Institutional CIK 0001737089 0.437 1568 5.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 5.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Joule Financial, LLC CIK 0001929070 0.731 116 5.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 5.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 5.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 4.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 4.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 4.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Upper Left Wealth Management, LLC CIK 0001911228 0.326 73 4.7 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 4.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Marotta Asset Management CIK 0001802091 0.618 103 4.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Johnson Financial Group, LLC CIK 0001706327 0.913 279 4.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wakefield Asset Management LLLP CIK 0001600435 0.128 225 4.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆RKL Wealth Management LLC CIK 0001604723 0.802 189 4.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sightline Wealth Advisors, LLC CIK 0001841979 0.582 93 4.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Fairway Financial, LLC CIK 0001921009 0.690 23 4.5 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Brightwater Advisory LLC CIK 0002034566 0.450 59 4.5 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 4.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 4.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Bishop & Co Investment Management, LLC CIK 0001603276 0.888 26 4.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Armor Investment Advisors, LLC CIK 0001694079 0.573 155 4.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 4.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆White & Co Financial Planning Inc CIK 0002039300 0.789 20 4.0 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆FIDELIS iM, LLC CIK 0001894206 0.843 27 4.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 3.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 3.8 1.7% 3 +0.3 pp +0.4 pp +1.7 pp +1.7 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 3.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 3.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 3.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 3.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 3.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 3.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 3.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 3.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creekside Partners CIK 0002035951 0.343 193 3.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆ZynergyRetirementPlanningLLC CIK 0002031137 0.861 26 3.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆MYECFO, LLC CIK 0001986457 0.711 73 3.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 3.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 3.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Stonekeep Investments, LLC CIK 0002032486 0.516 81 3.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Gleason Group, Inc. CIK 0001822632 0.921 449 3.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 3.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 3.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Strategic Financial Planning, Inc. CIK 0001802277 0.000 41 3.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Pioneer Wealth Management Group CIK 0001973339 0.850 55 3.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Omega Financial Group, LLC CIK 0001767982 0.514 91 3.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 3.0 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆BCK Partners, Inc. CIK 0001845867 0.873 28 3.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 3.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 3.0 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 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lee Financial Co CIK 0001391166 0.828 162 2.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 2.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 2.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MBE Wealth Management, LLC CIK 0001775850 0.493 170 2.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 2.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 2.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 2.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Seek First Inc. CIK 0002060504 0.523 67 2.7 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
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☆Curbstone Financial Management Corp CIK 0001608057 0.354 215 2.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Orcam Financial Group CIK 0001905367 0.304 105 2.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arcataur Capital Management LLC CIK 0001987321 0.770 105 2.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 2.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 2.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 2.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Forty Two & Co. CIK 0002055134 0.221 104 2.5 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MARSHALL FINANCIAL GROUP INC /ADV CIK 0000701189 0.768 53 2.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holistic Financial Partners CIK 0001729304 0.166 120 2.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 2.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Asset Management Group, Inc. CIK 0001511550 0.511 137 2.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Breed's Hill Capital LLC CIK 0001963222 0.484 140 2.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
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☆Breakwater Investment Management CIK 0002025925 0.462 600 2.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Embree Financial Group CIK 0002020860 0.466 283 2.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC CIK 0002011649 0.558 104 2.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
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☆L2 Asset Management, LLC CIK 0001686988 0.111 411 2.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Chesapeake Wealth Management CIK 0001730383 0.355 168 2.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆TPG Advisors LLC CIK 0002033388 0.435 115 2.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Hamilton Capital, LLC CIK 0001646639 0.954 159 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Roberts Wealth Advisors, LLC CIK 0001885319 0.460 111 2.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oakwell Private Wealth Management, LLC CIK 0001844024 0.848 83 2.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 2.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 2.1 0.8% 3 +0.2 pp -0.1 pp +0.8 pp +0.8 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 2.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 1.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
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☆AMI INVESTMENT MANAGEMENT INC CIK 0001122241 0.599 78 1.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆Allworth Financial LP CIK 0001555170 0.907 5124 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 0.346 504 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Allen Capital Group, LLC CIK 0001601384 0.535 316 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Tenret Co LLC CIK 0001874146 0.725 33 1.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Indie Asset Partners, LLC CIK 0001802244 0.263 86 1.4 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Windward Private Wealth Management Inc. CIK 0001835866 0.833 43 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆OLIO Financial Planning CIK 0001906766 0.888 68 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 1.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Noble Family Wealth, LLC CIK 0001976065 0.800 74 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Athena Investment Management CIK 0001921093 0.240 132 1.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ironwood Wealth Management, LLC. CIK 0001692820 0.366 54 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Waterford Advisors, LLC CIK 0001960657 0.806 64 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFG Wealth Management, LLC CIK 0001766972 0.899 67 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Emerald Advisors, LLC CIK 0001802611 0.889 130 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Madden Advisory Services, Inc. CIK 0001542284 0.435 110 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Values Added Financial LLC CIK 0001973921 0.422 147 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 1.1 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 1.1 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 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Global Financial Private Client, LLC CIK 0002023568 0.218 246 1.1 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 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carolina Wealth Advisors, LLC CIK 0001786411 0.269 278 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Wilkins Miller Wealth Management, LLC CIK 0002057318 0.363 95 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Disciplined Investors, L.L.C. CIK 0002056242 0.221 145 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Friedenthal Financial CIK 0001598611 0.053 253 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GODSEY & GIBB, INC CIK 0000887402 0.496 383 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 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
☆GS Investments, Inc. CIK 0001714590 0.093 133 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 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
☆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
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Joseph Group Capital Management CIK 0001910383 0.433 387 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Your Advocates Ltd., LLP CIK 0001774437 0.874 209 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 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
☆Arax Advisory Partners CIK 0001586767 0.171 5155 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
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.694 863 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.385 356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 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
☆MOGY JOEL R INVESTMENT COUNSEL INC CIK 0001126735 0.845 121 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.295 301 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
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 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
☆Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hamilton Point Investment Advisors, LLC CIK 0001599746 0.457 192 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 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
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horrell Capital Management, Inc. CIK 0001385925 0.439 196 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
☆Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sellwood Investment Partners LLC CIK 0001763958 0.770 59 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATMOS ADVISORY, LLC CIK 0001905162 0.831 20 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 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
☆BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Solstein Capital, LLC CIK 0001730769 0.250 434 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWK Group, Inc. CIK 0001803054 0.429 71 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
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 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
☆Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 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
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Veridan Wealth LLC CIK 0002052405 0.434 84 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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 SCHE). Qtrs Held counts distinct quarters this fund has actually held SCHE (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SCHE position size. Δ columns are the percentage-point change in SCHE'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