Signals

← Signals

☆SCHE

970 in-universe funds with a nonzero position in SCHE within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#23003
Score / z-0.416 / -0.40
Consensus283.92 over 529 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+406% / 1.0d

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 716.9 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 512.1 1.0% 4 +0.0 pp -0.0 pp -0.0 pp +1.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 312.2 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 149.2 0.3% 3 +0.1 pp +0.0 pp +0.3 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 120.1 0.1% 4 -0.1 pp -0.1 pp +0.0 pp +0.1 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 110.9 4.1% 4 +0.3 pp -0.2 pp -0.3 pp +4.1 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 80.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REBALANCE, LLC CIK 0001811052 0.941 103 72.0 4.2% 4 +0.0 pp +0.0 pp +0.1 pp +4.2 pp
☆Orgel Wealth Management, LLC CIK 0001658535 0.871 113 69.5 1.5% 4 +0.1 pp -0.0 pp +0.1 pp +1.5 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 68.6 0.7% 4 -0.0 pp -0.0 pp +0.0 pp +0.7 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 68.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 63.1 0.5% 4 +0.0 pp -0.0 pp -0.2 pp +0.5 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 62.9 0.3% 4 +0.0 pp +0.2 pp +0.1 pp +0.3 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 60.3 1.9% 4 -0.0 pp -0.1 pp -0.5 pp +1.9 pp
☆FMR LLC CIK 0000315066 0.989 5571 51.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mountain Capital Investment Advisors Inc. CIK 0001714506 0.921 95 51.1 7.6% 3 +2.8 pp +3.1 pp +7.6 pp +7.6 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 50.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 50.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 49.2 0.1% 4 +0.0 pp -0.0 pp -0.0 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 48.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 48.5 4.2% 4 -0.4 pp -0.6 pp -0.6 pp +4.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 47.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 42.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 41.4 0.3% 4 +0.1 pp -0.0 pp +0.0 pp +0.3 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 40.4 1.2% 4 -0.1 pp +0.2 pp +0.2 pp +1.2 pp
☆RAINEY & RANDALL WEALTH ADVISORS INC. CIK 0001728355 0.880 77 36.0 5.8% 4 +0.1 pp -0.0 pp +0.1 pp +5.8 pp
☆COOPER/HAIMS ADVISORS, LLC CIK 0001654033 0.623 115 34.8 16.4% 4 -1.3 pp -3.0 pp -2.5 pp +16.4 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 34.4 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 31.1 0.9% 4 -0.0 pp -0.1 pp -0.1 pp +0.9 pp
☆McAdam, LLC CIK 0001695490 0.802 516 31.0 1.4% 4 -0.1 pp -0.3 pp -0.3 pp +1.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 29.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 29.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 29.2 0.6% 4 -0.1 pp -0.5 pp -0.5 pp +0.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 27.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 26.7 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 24.7 0.3% 4 +0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 22.8 1.5% 4 +0.0 pp +0.0 pp +0.1 pp +1.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 22.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 21.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 21.4 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 20.7 2.7% 4 -2.5 pp -2.6 pp -2.5 pp +2.7 pp
☆93 Financial Group, LLC CIK 0002112320 0.906 9 20.5 9.2% 1 +9.2 pp +9.2 pp +9.2 pp +9.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 17.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SUMMIT WEALTH & RETIREMENT PLANNING, INC. CIK 0001766995 0.761 113 16.5 3.9% 4 +0.1 pp -0.1 pp -0.8 pp +3.9 pp
☆L2 Asset Management, LLC CIK 0001686988 0.111 411 16.4 1.6% 4 +0.7 pp +0.9 pp +1.2 pp +1.6 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 16.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Alliance Wealth Management Group CIK 0001623707 0.630 103 16.2 3.5% 4 +0.1 pp -0.2 pp -0.5 pp +3.5 pp
☆Towercrest Capital Management CIK 0001633288 0.713 110 16.2 2.5% 4 +0.0 pp -0.2 pp -0.3 pp +2.5 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 16.0 1.2% 4 +0.0 pp -0.0 pp +0.0 pp +1.2 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 14.8 0.3% 4 -0.0 pp -0.2 pp -0.2 pp +0.3 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 14.8 2.8% 4 +0.0 pp -0.1 pp +0.1 pp +2.8 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 14.3 0.7% 4 -0.0 pp -0.2 pp +0.7 pp +0.7 pp
☆DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 14.3 3.7% 4 -0.1 pp +3.2 pp +3.2 pp +3.7 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 14.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KLINGENSTEIN FIELDS & CO LP CIK 0000859872 0.663 195 14.1 0.6% 4 +0.0 pp -0.0 pp +0.0 pp +0.6 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 12.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG - Bristol Wealth Advisors, LLC CIK 0002055104 0.461 188 12.4 3.3% 3 +0.3 pp +0.3 pp +3.3 pp +3.3 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 12.2 1.0% 4 +0.1 pp +0.2 pp +0.3 pp +1.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 12.0 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 11.8 2.0% 4 +0.9 pp +1.2 pp +1.8 pp +2.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 11.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 11.4 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 11.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 11.3 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 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 11.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 11.0 2.9% 4 -0.1 pp -0.3 pp -0.4 pp +2.9 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 10.8 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 10.6 0.8% 4 +0.0 pp +0.1 pp +0.2 pp +0.8 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 10.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 10.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 10.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HC Advisors, LLC CIK 0001803295 0.581 62 10.3 6.9% 4 -0.4 pp -0.8 pp -0.2 pp +6.9 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 10.2 4.3% 4 -0.2 pp -0.2 pp -0.2 pp +4.3 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 9.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 9.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 9.8 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 9.6 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Seneca Financial Advisors LLC CIK 0002082922 0.759 66 9.5 2.8% 6 -0.2 pp -0.4 pp -0.7 pp -1.3 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 9.4 0.2% 4 -0.0 pp -0.1 pp -0.2 pp +0.2 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 9.1 0.5% 4 -0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 9.1 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 9.0 2.6% 4 +0.2 pp +0.2 pp +0.2 pp +2.6 pp
☆Apriem Advisors CIK 0001425165 0.679 182 9.0 0.9% 4 +0.0 pp +0.0 pp -0.0 pp +0.9 pp
☆Invst, LLC CIK 0001867587 0.314 343 8.5 1.0% 4 +0.0 pp +0.0 pp -0.0 pp +1.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 8.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boltwood Capital Management CIK 0001563690 0.369 192 8.4 2.1% 4 +0.1 pp -0.0 pp +0.1 pp +2.1 pp
☆BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 8.2 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 8.1 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 7.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Boyd Wealth Management, LLC CIK 0001846114 0.523 47 7.6 3.2% 4 +0.0 pp -3.6 pp +0.3 pp +3.2 pp
☆St. Louis Trust Co CIK 0001661144 0.000 125 7.6 0.9% 4 +0.0 pp -0.1 pp -0.0 pp +0.9 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 7.6 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 7.6 1.1% 4 -0.0 pp -0.0 pp +0.0 pp +1.1 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 7.3 6.0% 4 -0.1 pp -0.2 pp -0.1 pp +6.0 pp
☆Cornerstone Wealth Advisors, Inc. CIK 0001862176 0.876 55 7.2 1.6% 4 +0.2 pp +0.1 pp +0.1 pp +1.6 pp
☆Payne Capital Management, LLC CIK 0001994332 0.664 88 7.1 2.2% 5 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Sherwood Financial Partners, LLC CIK 0002056427 0.847 8 7.1 6.3% 4 -0.1 pp -0.3 pp +0.0 pp +6.3 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 7.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 7.0 0.9% 4 +0.2 pp +0.1 pp +0.2 pp +0.9 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 6.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 6.9 1.9% 4 -0.1 pp -0.2 pp -0.2 pp +1.9 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 6.7 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆Strid Group, LLC CIK 0001625800 0.894 93 6.5 0.8% 4 -0.0 pp -0.0 pp -0.0 pp +0.8 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 6.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 6.5 1.3% 4 -0.0 pp -0.1 pp -0.3 pp +1.3 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 6.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 6.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆POWER WEALTH MANAGEMENT LLC CIK 0002001039 0.557 117 6.3 2.3% 4 +0.2 pp +0.1 pp +0.3 pp +2.3 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 6.2 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆Johnson Financial Group, LLC CIK 0001706327 0.913 279 6.1 0.4% 4 +0.0 pp -0.1 pp -0.0 pp +0.4 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 6.0 2.4% 4 -0.1 pp -0.2 pp -0.2 pp +2.4 pp
☆Guardian Financial Partners, LLC CIK 0001723514 0.576 69 6.0 2.5% 4 -0.0 pp -0.3 pp -0.2 pp +2.5 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.745 724 5.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 5.9 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 5.8 2.3% 4 -0.1 pp -0.2 pp -0.4 pp +2.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 5.7 0.7% 4 -0.6 pp -0.6 pp -0.6 pp +0.7 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 5.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brightwater Advisory LLC CIK 0002034566 0.450 59 5.6 3.7% 4 +0.1 pp +0.0 pp +0.1 pp +3.7 pp
☆Wakefield Asset Management LLLP CIK 0001600435 0.128 225 5.5 1.5% 4 +0.1 pp +0.0 pp +0.2 pp +1.5 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 5.5 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 5.4 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 5.3 0.5% 4 -0.1 pp -0.1 pp +0.0 pp +0.5 pp
☆CFG Wealth Management Services, Inc. CIK 0002133547 0.527 80 5.3 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆FIDELIS iM, LLC CIK 0001894206 0.843 27 5.3 2.0% 4 +0.0 pp +0.3 pp +0.2 pp +2.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 5.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 5.2 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Joule Financial, LLC CIK 0001929070 0.731 116 5.2 1.5% 4 -0.0 pp -0.1 pp -0.1 pp +1.5 pp
☆Fairway Financial, LLC CIK 0001921009 0.690 23 5.2 3.9% 4 +0.0 pp -0.0 pp +0.1 pp +3.9 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 5.2 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 5.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 5.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 5.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 5.0 0.7% 4 +0.1 pp -0.0 pp -0.0 pp +0.7 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 4.9 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 4.9 1.7% 6 +0.1 pp +0.0 pp -0.0 pp +0.3 pp
☆OAK FAMILY ADVISORS, LLC CIK 0001846161 0.233 102 4.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.373 173 4.9 1.3% 4 -2.6 pp -2.6 pp -2.3 pp +1.3 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 4.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 4.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Marotta Asset Management CIK 0001802091 0.618 103 4.7 0.9% 4 -0.0 pp -0.1 pp -0.1 pp +0.9 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 4.6 0.4% 4 -0.0 pp -0.1 pp -0.2 pp +0.4 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 4.6 0.2% 4 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 4.5 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Upper Left Wealth Management, LLC CIK 0001911228 0.326 73 4.5 2.6% 4 -0.3 pp -0.5 pp -0.5 pp +2.6 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 4.4 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Jacobs Equity LLC CIK 0002111761 0.154 121 4.4 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆White & Co Financial Planning Inc CIK 0002039300 0.789 20 4.4 3.1% 4 -0.1 pp -0.2 pp -0.1 pp +3.1 pp
☆Gleason Group, Inc. CIK 0001822632 0.921 449 4.3 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
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☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 4.2 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 4.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 4.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 4.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 4.2 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 4.1 1.8% 4 +0.0 pp -0.0 pp -0.0 pp +1.8 pp
☆Creekside Partners CIK 0002035951 0.343 193 4.1 1.7% 4 -0.0 pp -0.0 pp +0.0 pp +1.7 pp
☆Sightline Wealth Advisors, LLC CIK 0001841979 0.582 93 4.1 1.7% 4 -0.3 pp -0.5 pp -0.5 pp +1.7 pp
☆Bishop & Co Investment Management, LLC CIK 0001603276 0.888 26 4.0 1.4% 4 -0.1 pp -0.2 pp -0.2 pp +1.4 pp
☆RKL Wealth Management LLC CIK 0001604723 0.802 189 4.0 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 3.9 0.7% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 3.9 1.3% 4 +0.1 pp +1.3 pp +0.0 pp +1.3 pp
☆Seek First Inc. CIK 0002060504 0.523 67 3.9 2.7% 4 +0.2 pp +0.2 pp +0.3 pp +2.7 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 3.9 0.4% 4 +0.0 pp -0.1 pp -0.0 pp +0.4 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 3.9 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 3.8 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆ZynergyRetirementPlanningLLC CIK 0002031137 0.861 26 3.7 2.3% 4 -0.1 pp -0.2 pp -0.1 pp +2.3 pp
☆TPG Advisors LLC CIK 0002033388 0.435 115 3.7 2.3% 4 +0.4 pp +0.4 pp +0.7 pp +2.3 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 3.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pioneer Wealth Management Group CIK 0001973339 0.850 55 3.7 1.0% 4 -0.1 pp -0.1 pp -0.1 pp +1.0 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 3.6 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆MYECFO, LLC CIK 0001986457 0.711 73 3.6 1.5% 4 -0.0 pp -0.2 pp -0.2 pp +1.5 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 3.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 3.5 0.5% 4 +0.0 pp +0.0 pp +0.2 pp +0.5 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 3.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 3.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 3.3 0.8% 4 +0.0 pp +0.1 pp +0.3 pp +0.8 pp
☆Arnold Financial Planning LLC CIK 0002107020 0.570 41 3.3 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 3.3 0.8% 4 +0.3 pp +0.7 pp +0.7 pp +0.8 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Omega Financial Group, LLC CIK 0001767982 0.514 91 3.2 1.1% 4 -0.0 pp -0.1 pp -0.0 pp +1.1 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 3.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Lee Financial Co CIK 0001391166 0.828 162 3.2 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
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☆Hamilton Capital, LLC CIK 0001646639 0.954 159 3.2 0.2% 2 +0.0 pp +0.2 pp +0.0 pp +0.2 pp
☆BCK Partners, Inc. CIK 0001845867 0.873 28 3.2 1.7% 4 -0.0 pp -0.1 pp -0.0 pp +1.7 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 3.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 3.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Curbstone Financial Management Corp CIK 0001608057 0.354 215 3.0 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 3.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Orcam Financial Group CIK 0001905367 0.304 105 2.9 2.1% 4 -0.1 pp -0.3 pp -0.2 pp +2.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 2.9 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 2.9 0.8% 4 +0.0 pp -0.0 pp +0.0 pp +0.8 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 2.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 2.9 0.3% 4 -0.1 pp -0.1 pp -0.0 pp +0.3 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 2.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 2.8 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Holistic Financial Partners CIK 0001729304 0.166 120 2.8 1.0% 4 +0.1 pp -0.0 pp -0.0 pp +1.0 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 2.7 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 2.7 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Asset Management Group, Inc. CIK 0001511550 0.511 137 2.7 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 2.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Chesapeake Wealth Management CIK 0001730383 0.355 168 2.6 0.8% 4 +0.0 pp +0.0 pp +0.1 pp +0.8 pp
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☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 2.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MBE Wealth Management, LLC CIK 0001775850 0.493 170 2.6 1.1% 4 -0.0 pp -0.1 pp -0.2 pp +1.1 pp
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☆Arcataur Capital Management LLC CIK 0001987321 0.770 105 2.6 0.7% 4 -0.0 pp -0.1 pp -0.1 pp +0.7 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 2.6 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Williams Financial, LLC CIK 0001846923 0.807 30 2.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 2.5 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 2.5 0.3% 4 -0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 2.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nikulski Financial, Inc. CIK 0001729847 0.296 180 2.4 0.6% 4 +0.1 pp +0.4 pp +0.4 pp +0.6 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 2.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
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☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 2.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 2.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Oakwell Private Wealth Management, LLC CIK 0001844024 0.848 83 2.3 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 2.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 2.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Roberts Wealth Advisors, LLC CIK 0001885319 0.460 111 2.3 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 2.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CAP Partners, LLC CIK 0002006870 0.188 155 2.2 1.3% 4 +0.1 pp +0.2 pp +0.3 pp +1.3 pp
☆Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 2.2 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 2.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 2.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 2.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 2.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Blankinship & Foster, LLC CIK 0001708872 0.865 79 2.1 0.5% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 2.1 0.8% 4 -0.1 pp -0.1 pp -0.1 pp +0.8 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Heirloom Wealth Management CIK 0001882903 0.450 61 2.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Indie Asset Partners, LLC CIK 0001802244 0.263 86 2.1 2.3% 4 +0.5 pp +0.0 pp -0.3 pp +2.3 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 2.0 0.6% 4 +0.3 pp +0.4 pp +0.4 pp +0.6 pp
☆UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC CIK 0002011649 0.558 104 2.0 1.3% 4 -0.1 pp -0.6 pp -0.5 pp +1.3 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Payne Capital LLC CIK 0002094426 0.375 59 2.0 1.8% 2 +0.3 pp +1.8 pp +1.8 pp +1.8 pp
☆WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 2.0 0.4% 4 +0.0 pp -0.0 pp +0.0 pp +0.4 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 1.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 0.346 504 1.9 0.3% 4 +0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 1.9 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
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☆AMI INVESTMENT MANAGEMENT INC CIK 0001122241 0.599 78 1.9 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 1.9 0.8% 4 +0.4 pp +0.4 pp +0.4 pp +0.8 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Embree Financial Group CIK 0002020860 0.466 283 1.9 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Veridan Wealth LLC CIK 0002052405 0.434 84 1.9 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.1 pp
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☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 1.7 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 1.7 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Tenret Co LLC CIK 0001874146 0.725 33 1.7 0.8% 4 -0.0 pp -0.1 pp -0.1 pp +0.8 pp
☆Econ Financial Services Corp CIK 0001659718 0.021 72 1.7 0.8% 1 +0.8 pp +0.8 pp +0.6 pp +0.8 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 1.7 0.0% 4 +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% 4 +0.0 pp -0.2 pp -0.1 pp +1.2 pp
☆Elevated Financial Group LLC CIK 0002063915 0.576 124 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 1.6 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
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☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 1.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Athena Investment Management CIK 0001921093 0.240 132 1.5 0.8% 4 +0.0 pp -0.0 pp +0.1 pp +0.8 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Noble Family Wealth, LLC CIK 0001976065 0.800 74 1.5 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆MONEYWISE, INC. CIK 0001703080 0.317 86 1.5 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
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☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Diversified Trust Co CIK 0001479844 0.817 1115 1.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 1.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
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☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KILEY JUERGENS WEALTH MANAGEMENT, LLC CIK 0001723223 0.549 241 1.3 0.2% 4 -0.0 pp -0.1 pp -0.0 pp +0.2 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 1.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Disciplined Investors, L.L.C. CIK 0002056242 0.221 145 1.3 0.8% 4 -0.0 pp -0.1 pp -0.0 pp +0.8 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LYELL WEALTH MANAGEMENT, LP CIK 0001686444 0.516 232 1.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IRONWOOD INVESTMENT MANAGEMENT LLC CIK 0001127761 0.210 177 1.3 0.5% 4 +0.4 pp +0.4 pp +0.4 pp +0.5 pp
☆Trust Point Inc. CIK 0001635633 0.568 463 1.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆Madden Advisory Services, Inc. CIK 0001542284 0.435 110 1.3 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆OLIO Financial Planning CIK 0001906766 0.888 68 1.3 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
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☆Ignite Planners, LLC CIK 0001849348 0.326 422 1.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Wilkins Miller Wealth Management, LLC CIK 0002057318 0.363 95 1.2 0.8% 4 +0.1 pp +0.0 pp +0.0 pp +0.8 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 1.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
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☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 0 -0.0 pp +0.0 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
☆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
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 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
☆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
☆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
☆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
☆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
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 0.0 0.0% 0 -5.1 pp -5.1 pp -5.1 pp +0.0 pp
☆Oldfather Financial Services, LLC CIK 0001775530 0.682 98 0.0 0.0% 0 -0.2 pp -0.2 pp -0.1 pp +0.0 pp
☆Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 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
☆David Wealth Management LLC CIK 0002042337 0.705 55 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Strategic Financial Planning, Inc. CIK 0001802277 0.000 41 0.0 0.0% 0 -1.9 pp -2.0 pp -2.0 pp +0.0 pp
☆ORLEANS CAPITAL MANAGEMENT CORP/LA CIK 0001013234 0.143 122 0.0 0.0% 0 -0.2 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
☆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
☆Ironwood Financial, llc CIK 0001630360 0.525 179 0.0 0.0% 0 -0.0 pp -0.0 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
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 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 +0.0 pp -0.2 pp -1.0 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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