Signals

← Signals

☆SCHE

866 in-universe funds with a nonzero position in SCHE within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#22685
Score / z-0.361 / -0.52
Consensus281.71 over 516 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 619.2 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 530.9 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 316.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 214.3 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 110.0 3.7% 3 -0.6 pp -0.7 pp +3.7 pp +3.7 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 76.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 75.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 74.6 0.3% 2 -0.0 pp +0.3 pp -0.0 pp +0.3 pp
☆REBALANCE, LLC CIK 0001811052 0.940 103 71.0 4.1% 3 -0.0 pp +0.1 pp +4.1 pp +4.1 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 68.6 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆Orgel Wealth Management, LLC CIK 0001658535 0.871 113 65.6 1.4% 3 -0.1 pp +0.0 pp +1.4 pp +1.4 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 62.0 0.5% 3 -0.0 pp -0.2 pp +0.5 pp +0.5 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 61.3 0.3% 3 +0.2 pp +0.1 pp +0.3 pp +0.3 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 57.5 2.0% 3 -0.1 pp -0.5 pp +2.0 pp +2.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 56.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 54.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 51.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 50.7 4.7% 3 -0.1 pp -0.1 pp +4.7 pp +4.7 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 50.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 48.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 48.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 48.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 47.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 41.6 1.4% 3 +0.3 pp +0.3 pp +1.4 pp +1.4 pp
☆BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 38.9 5.1% 3 -0.1 pp -0.0 pp +5.1 pp +5.1 pp
☆COOPER/HAIMS ADVISORS, LLC CIK 0001654033 0.622 115 38.8 17.7% 3 -1.7 pp -1.2 pp +17.7 pp +17.7 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 35.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAINEY & RANDALL WEALTH ADVISORS INC. CIK 0001728355 0.880 77 35.2 5.7% 3 -0.1 pp -0.0 pp +5.7 pp +5.7 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 33.0 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆McAdam, LLC CIK 0001695490 0.802 516 32.2 1.5% 3 -0.2 pp -0.2 pp +1.5 pp +1.5 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 31.6 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
☆Mountain Capital Investment Advisors Inc. CIK 0001714506 0.921 95 29.4 4.7% 2 +0.2 pp +4.7 pp +4.7 pp +4.7 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 28.3 0.6% 3 -0.5 pp -0.5 pp +0.6 pp +0.6 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 27.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 27.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 26.0 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 24.3 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 22.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 21.9 1.4% 3 -0.0 pp +0.1 pp +1.4 pp +1.4 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 21.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 18.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 16.9 5.1% 3 -0.0 pp +0.0 pp +5.1 pp +5.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 16.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 16.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SUMMIT WEALTH & RETIREMENT PLANNING, INC. CIK 0001766995 0.761 113 16.3 3.8% 3 -0.2 pp -0.9 pp +3.8 pp +3.8 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 16.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 16.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 16.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alliance Wealth Management Group CIK 0001623707 0.630 103 15.8 3.5% 3 -0.3 pp -0.5 pp +3.5 pp +3.5 pp
☆Towercrest Capital Management CIK 0001633288 0.713 110 15.8 2.5% 3 -0.2 pp -0.3 pp +2.5 pp +2.5 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 15.3 0.3% 3 -0.2 pp -0.2 pp +0.3 pp +0.3 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 15.2 1.1% 3 -0.0 pp +0.0 pp +1.1 pp +1.1 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 14.8 2.8% 3 -0.1 pp +0.0 pp +2.8 pp +2.8 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 14.7 0.7% 3 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆KLINGENSTEIN FIELDS & CO LP CIK 0000859872 0.663 195 14.7 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 14.7 3.9% 3 +3.3 pp +3.3 pp +3.9 pp +3.9 pp
☆ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.372 173 14.0 3.9% 3 -0.0 pp +0.3 pp +3.9 pp +3.9 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 12.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 12.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 11.8 1.3% 3 +0.0 pp +0.1 pp +1.3 pp +1.3 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 11.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 11.6 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 11.5 0.9% 3 +0.1 pp +0.2 pp +0.9 pp +0.9 pp
☆NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 11.1 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 10.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 10.9 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆RFG - Bristol Wealth Advisors, LLC CIK 0002055104 0.461 188 10.9 3.0% 2 -0.0 pp +3.0 pp +3.0 pp +3.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 10.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 10.7 3.0% 3 -0.1 pp -0.3 pp +3.0 pp +3.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 10.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HC Advisors, LLC CIK 0001803295 0.581 62 10.6 7.3% 3 -0.4 pp +0.2 pp +7.3 pp +7.3 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 10.3 4.4% 3 -0.0 pp -0.0 pp +4.4 pp +4.4 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 10.2 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 10.0 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 9.8 2.5% 3 -0.1 pp -0.2 pp +2.5 pp +2.5 pp
☆Seneca Financial Advisors LLC CIK 0002082922 0.759 66 9.8 3.0% 5 -0.2 pp -0.5 pp -1.1 pp -0.9 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 9.6 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 9.3 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 9.1 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 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 9.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apriem Advisors CIK 0001425165 0.679 182 9.0 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 8.9 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 8.8 2.4% 3 -0.0 pp +0.0 pp +2.4 pp +2.4 pp
☆Invst, LLC CIK 0001867587 0.314 343 8.6 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 8.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 8.2 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 8.1 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Boltwood Capital Management CIK 0001563690 0.369 192 7.9 2.1% 3 -0.1 pp -0.0 pp +2.1 pp +2.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 7.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆St. Louis Trust Co CIK 0001661144 0.000 125 7.6 0.9% 3 -0.1 pp -0.0 pp +0.9 pp +0.9 pp
☆Boyd Wealth Management, LLC CIK 0001846114 0.522 47 7.5 3.2% 3 -3.6 pp +0.3 pp +3.2 pp +3.2 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 7.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp -0.1 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 7.4 6.1% 3 -0.0 pp +0.0 pp +6.1 pp +6.1 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 7.4 1.1% 3 -0.0 pp +0.1 pp +1.1 pp +1.1 pp
☆Sherwood Financial Partners, LLC CIK 0002056427 0.847 8 7.3 6.3% 3 -0.2 pp +0.1 pp +6.3 pp +6.3 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 7.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Payne Capital Management, LLC CIK 0001994332 0.664 88 7.1 2.2% 4 -0.0 pp -0.0 pp +0.2 pp +2.2 pp
☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 6.8 2.1% 3 -0.1 pp -0.1 pp +2.1 pp +2.1 pp
☆Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 6.7 1.4% 3 -0.1 pp -0.2 pp +1.4 pp +1.4 pp
☆L2 Asset Management, LLC CIK 0001686988 0.111 411 6.7 0.9% 3 +0.3 pp +0.5 pp +0.9 pp +0.9 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 6.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strid Group, LLC CIK 0001625800 0.894 93 6.6 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 6.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Advisors, Inc. CIK 0001862176 0.876 55 6.4 1.5% 3 -0.1 pp -0.1 pp +1.5 pp +1.5 pp
☆Johnson Financial Group, LLC CIK 0001706327 0.913 279 6.3 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 6.2 1.0% 3 +0.3 pp +0.8 pp +1.0 pp +1.0 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 6.1 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆POWER WEALTH MANAGEMENT LLC CIK 0002001039 0.557 117 6.1 2.1% 3 -0.1 pp +0.1 pp +2.1 pp +2.1 pp
☆Guardian Financial Partners, LLC CIK 0001723514 0.576 69 6.0 2.5% 3 -0.2 pp -0.2 pp +2.5 pp +2.5 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 6.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 5.9 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆CX Institutional CIK 0001737089 0.437 1568 5.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 5.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 5.7 2.3% 3 -0.1 pp -0.4 pp +2.3 pp +2.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 5.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 5.5 0.8% 3 -0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 5.5 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 5.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 5.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 5.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brightwater Advisory LLC CIK 0002034566 0.450 59 5.3 3.6% 3 -0.1 pp +0.0 pp +3.6 pp +3.6 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 5.2 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 5.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 5.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fairway Financial, LLC CIK 0001921009 0.690 23 5.2 3.9% 3 -0.1 pp +0.1 pp +3.9 pp +3.9 pp
☆Joule Financial, LLC CIK 0001929070 0.730 116 5.1 1.5% 3 -0.1 pp -0.1 pp +1.5 pp +1.5 pp
☆Wakefield Asset Management LLLP CIK 0001600435 0.128 225 5.1 1.4% 3 -0.1 pp +0.1 pp +1.4 pp +1.4 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 5.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FIDELIS iM, LLC CIK 0001894206 0.843 27 5.0 2.0% 3 +0.2 pp +0.2 pp +2.0 pp +2.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 5.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 5.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 5.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 5.0 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Upper Left Wealth Management, LLC CIK 0001911228 0.326 73 4.8 2.9% 3 -0.2 pp -0.2 pp +2.9 pp +2.9 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 4.8 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
☆Marotta Asset Management CIK 0001802091 0.618 103 4.7 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 4.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sightline Wealth Advisors, LLC CIK 0001841979 0.581 93 4.6 2.0% 3 -0.2 pp -0.2 pp +2.0 pp +2.0 pp
☆Bishop & Co Investment Management, LLC CIK 0001603276 0.888 26 4.6 1.5% 3 -0.1 pp -0.0 pp +1.5 pp +1.5 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 4.6 1.6% 5 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 4.6 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆RKL Wealth Management LLC CIK 0001604723 0.802 189 4.5 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 4.3 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆White & Co Financial Planning Inc CIK 0002039300 0.788 20 4.3 3.2% 3 -0.1 pp -0.0 pp +3.2 pp +3.2 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 4.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 4.1 1.8% 3 -0.1 pp -0.0 pp +1.8 pp +1.8 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 4.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 4.1 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 4.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Creekside Partners CIK 0002035951 0.343 193 4.1 1.7% 3 +0.0 pp +0.1 pp +1.7 pp +1.7 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 4.1 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 4.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 4.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 3.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 3.9 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 3.9 1.2% 3 +1.2 pp -0.1 pp +1.2 pp +1.2 pp
☆ZynergyRetirementPlanningLLC CIK 0002031137 0.861 26 3.9 2.4% 3 -0.0 pp +0.1 pp +2.4 pp +2.4 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 3.9 0.4% 3 -0.1 pp -0.0 pp +0.4 pp +0.4 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 3.9 0.7% 4 -0.0 pp +0.0 pp +0.1 pp +0.7 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 3.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 3.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 3.7 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Pioneer Wealth Management Group CIK 0001973339 0.850 55 3.6 1.1% 3 +0.0 pp -0.1 pp +1.1 pp +1.1 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 3.6 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Seek First Inc. CIK 0002060504 0.522 67 3.6 2.5% 3 -0.1 pp +0.1 pp +2.5 pp +2.5 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 3.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Gleason Group, Inc. CIK 0001822632 0.921 449 3.6 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆MYECFO, LLC CIK 0001986457 0.711 73 3.6 1.5% 3 -0.1 pp -0.2 pp +1.5 pp +1.5 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 3.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 3.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 3.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 3.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Omega Financial Group, LLC CIK 0001767982 0.514 91 3.3 1.1% 3 -0.0 pp +0.0 pp +1.1 pp +1.1 pp
☆Strategic Financial Planning, Inc. CIK 0001802277 0.000 41 3.3 1.9% 3 -0.1 pp -0.1 pp +1.9 pp +1.9 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lee Financial Co CIK 0001391166 0.828 162 3.2 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 3.2 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 3.2 1.6% 3 +0.0 pp +0.1 pp +1.6 pp +1.6 pp
☆BCK Partners, Inc. CIK 0001845867 0.872 28 3.2 1.7% 3 -0.1 pp -0.0 pp +1.7 pp +1.7 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 3.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TPG Advisors LLC CIK 0002033388 0.435 115 3.0 1.9% 3 +0.0 pp +0.3 pp +1.9 pp +1.9 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 3.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Curbstone Financial Management Corp CIK 0001608057 0.354 215 3.0 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 3.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Orcam Financial Group CIK 0001905367 0.304 105 2.9 2.2% 3 -0.2 pp -0.0 pp +2.2 pp +2.2 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 2.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 2.9 0.7% 3 +0.0 pp +0.2 pp +0.7 pp +0.7 pp
☆North Forty Two & Co. CIK 0002055134 0.221 104 2.9 2.7% 3 +0.1 pp +0.1 pp +2.7 pp +2.7 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 2.9 0.7% 3 -0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆Hamilton Capital, LLC CIK 0001646639 0.954 159 2.9 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 2.8 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 2.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 2.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 2.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 2.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 2.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Holistic Financial Partners CIK 0001729304 0.166 120 2.7 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
☆Asset Management Group, Inc. CIK 0001511550 0.511 137 2.7 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Arcataur Capital Management LLC CIK 0001987321 0.770 105 2.6 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆MBE Wealth Management, LLC CIK 0001775850 0.493 170 2.6 1.1% 3 -0.1 pp -0.2 pp +1.1 pp +1.1 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 2.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 2.6 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 2.6 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 2.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Chesapeake Wealth Management CIK 0001730383 0.355 168 2.5 0.8% 3 -0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 2.5 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 2.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 2.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Curtis Advisory Group, LLC CIK 0001664656 0.557 117 2.4 0.5% 3 +0.4 pp +0.4 pp +0.5 pp +0.5 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 2.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 2.4 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 2.3 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 2.3 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆Oakwell Private Wealth Management, LLC CIK 0001844024 0.848 83 2.3 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 2.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Nikulski Financial, Inc. CIK 0001729847 0.296 180 2.3 0.5% 3 +0.3 pp +0.4 pp +0.5 pp +0.5 pp
☆Roberts Wealth Advisors, LLC CIK 0001885319 0.460 111 2.3 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 2.3 0.8% 5 +0.1 pp -0.0 pp +0.2 pp -0.1 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 2.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 2.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 2.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Embree Financial Group CIK 0002020860 0.466 283 2.1 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆Blankinship & Foster, LLC CIK 0001708872 0.865 79 2.1 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 2.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 2.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 2.0 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆AMI INVESTMENT MANAGEMENT INC CIK 0001122241 0.599 78 2.0 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆CAP Partners, LLC CIK 0002006870 0.188 155 2.0 1.1% 3 +0.1 pp +0.1 pp +1.1 pp +1.1 pp
☆STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 2.0 0.5% 3 +0.4 pp +0.4 pp +0.5 pp +0.5 pp
☆James J. Burns & Company, LLC CIK 0001949059 0.674 163 2.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Winthrop Capital Management, LLC CIK 0002010657 0.431 351 2.0 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC CIK 0002011649 0.558 104 2.0 1.4% 3 -0.5 pp -0.4 pp +1.4 pp +1.4 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 2.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 1.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 1.9 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 0.346 504 1.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 1.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Veridan Wealth LLC CIK 0002052405 0.434 84 1.8 0.6% 2 -0.0 pp +0.6 pp +0.0 pp +0.6 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 1.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 1.7 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Tenret Co LLC CIK 0001874146 0.725 33 1.7 0.9% 3 -0.1 pp -0.0 pp +0.9 pp +0.9 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 1.7 1.2% 3 -0.2 pp -0.2 pp +1.2 pp +1.2 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 1.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 1.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 1.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Indie Asset Partners, LLC CIK 0001802244 0.263 86 1.6 1.8% 3 -0.5 pp -0.8 pp +1.8 pp +1.8 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 1.6 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Clay Northam Wealth Management, LLC CIK 0001915687 0.439 109 1.6 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Armor Investment Advisors, LLC CIK 0001694079 0.573 155 1.5 0.6% 3 +0.0 pp -1.0 pp +0.6 pp +0.6 pp
☆Athena Investment Management CIK 0001921093 0.240 132 1.5 0.8% 3 -0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆Noble Family Wealth, LLC CIK 0001976065 0.800 74 1.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 1.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Payne Capital LLC CIK 0002094426 0.375 59 1.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 1.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 1.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 1.4 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 1.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆CONTINENTAL INVESTORS SERVICES, INC. CIK 0000883634 0.307 81 1.4 1.7% 3 +0.4 pp +0.9 pp +1.7 pp +1.7 pp
☆ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 1.3 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 1.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 1.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Values Added Financial LLC CIK 0001973921 0.422 147 1.3 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆OLIO Financial Planning CIK 0001906766 0.888 68 1.3 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 1.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Windward Private Wealth Management Inc. CIK 0001835866 0.833 43 1.3 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆Trust Point Inc. CIK 0001635633 0.568 463 1.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madden Advisory Services, Inc. CIK 0001542284 0.434 110 1.3 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆KILEY JUERGENS WEALTH MANAGEMENT, LLC CIK 0001723223 0.549 241 1.3 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Emerald Advisors, LLC CIK 0001802611 0.889 130 1.3 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 1.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 1.2 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Disciplined Investors, L.L.C. CIK 0002056242 0.221 145 1.2 0.8% 3 -0.1 pp +0.0 pp +0.8 pp +0.8 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 1.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Ironwood Wealth Management, LLC. CIK 0001692820 0.366 54 1.2 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 1.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sunburst Financial Group, LLC CIK 0001800158 0.764 132 1.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONEYWISE, INC. CIK 0001703080 0.317 86 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Global Financial Private Client, LLC CIK 0002023568 0.218 246 1.2 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 1.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Murphy, Middleton, Hinkle & Parker, Inc. CIK 0001730521 0.280 140 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RMG Wealth Management LLC CIK 0001844731 0.508 578 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.0 0.0% 0 -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% 0 +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% 0 -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% 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
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blue Sky Capital Consultants Group, Inc. CIK 0002057054 0.310 74 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DRW Securities, LLC CIK 0001481986 0.026 811 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 +0.0 pp -0.1 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
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 +0.0 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 +0.0 pp -2.5 pp +0.0 pp +0.0 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sebold Capital Management, Inc. CIK 0001972836 0.467 78 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 0.0 0.0% 0 +0.0 pp -1.4 pp +0.0 pp +0.0 pp
☆Security National Bank CIK 0001719739 0.452 392 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFG Wealth Management, LLC CIK 0001766972 0.899 67 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 -1.5 pp -1.4 pp +0.0 pp +0.0 pp
☆AHL INVESTMENT MANAGEMENT, INC. CIK 0001908425 0.302 68 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARSHALL FINANCIAL GROUP INC /ADV CIK 0000701189 0.768 53 0.0 0.0% 0 -0.7 pp -0.7 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SimpliFi, Inc. CIK 0001716983 0.830 45 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆David Wealth Management LLC CIK 0002042337 0.705 55 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.0 0.0% 0 -0.0 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
☆BIP Alliance, LLC CIK 0002056367 0.797 49 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Von Berge Wealth Management Group, LLC CIK 0001908070 0.000 0 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
☆ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.294 301 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.693 863 0.0 0.0% 0 -0.0 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
☆Palisade Asset Management, LLC CIK 0001434323 0.478 204 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
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆MOGY JOEL R INVESTMENT COUNSEL INC CIK 0001126735 0.845 121 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vestwell Advisors, LLC CIK 0002081474 0.919 26 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆Jentner Corp CIK 0001695908 0.884 54 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 -0.2 pp -1.0 pp +0.0 pp +0.0 pp
☆Compass Planning Associates Inc CIK 0002046823 0.797 33 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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