Signals

SCHF

1878 in-universe funds with a nonzero position in SCHF within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#115
Score / z1.841 / 2.20
Consensus587.42 over 1104 funds
Momentum-0.09 ≠

Price & positioning

250 cached closes, trailing year
Drawdown-1%
Short interest+1% / 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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 8,570.2 4.6% 1 +4.6 pp +4.6 pp +0.1 pp -0.8 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 5,057.0 12.1% 5 +0.1 pp +0.3 pp +0.0 pp -0.1 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 4,091.3 7.3% 5 -0.4 pp +0.1 pp +0.3 pp +0.2 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 3,234.9 6.2% 6 -0.1 pp +0.2 pp +0.2 pp -0.0 pp
Creative Planning CIK 0001540235 0.979 4196 1,274.9 0.7% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 598.7 0.6% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 549.8 0.7% 5 +0.0 pp +0.0 pp -0.0 pp -0.3 pp
Composition Wealth, LLC CIK 0001585859 0.756 995 446.1 5.2% 5 -0.0 pp +0.4 pp +0.7 pp +0.9 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 400.1 0.4% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 344.3 3.3% 5 -0.0 pp +0.1 pp +0.0 pp +0.1 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 340.2 0.0% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 303.0 1.7% 5 -0.7 pp -0.4 pp -1.0 pp -1.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 271.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orgel Wealth Management, LLC CIK 0001658535 0.871 113 268.5 5.1% 5 +0.1 pp +0.4 pp +0.4 pp +0.5 pp
Mariner, LLC CIK 0001373442 0.925 3517 268.1 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
McAdam, LLC CIK 0001695490 0.802 516 258.1 10.0% 5 +0.6 pp +1.1 pp +1.6 pp +2.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 241.2 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 211.2 5.3% 5 +0.3 pp +0.4 pp +0.8 pp +0.9 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 199.9 0.7% 5 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
REBALANCE, LLC CIK 0001811052 0.941 103 199.7 10.5% 5 +0.5 pp +0.8 pp +1.3 pp +1.2 pp
LPL Financial LLC CIK 0001403438 0.957 5996 199.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steele Capital Management, Inc. CIK 0001646695 0.876 85 195.8 7.2% 5 +0.1 pp +0.3 pp +0.4 pp +0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 191.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 178.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 173.3 5.7% 5 -0.3 pp +0.3 pp -0.1 pp -0.4 pp
Gemmer Asset Management LLC CIK 0001607825 0.773 187 170.6 11.5% 5 -0.5 pp +0.5 pp +1.1 pp +2.0 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 170.0 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 166.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 160.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 158.5 12.0% 5 -0.1 pp +0.1 pp +0.2 pp +0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 152.6 0.3% 6 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
FMR LLC CIK 0000315066 0.989 5571 152.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 140.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fund Evaluation Group, LLC CIK 0001356249 0.924 80 133.2 3.6% 5 -0.6 pp -1.0 pp -0.4 pp -0.5 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 129.8 1.0% 5 +0.1 pp +0.1 pp +0.1 pp -0.2 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 119.8 1.2% 5 -0.1 pp -0.5 pp -0.7 pp -0.8 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 116.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JMG Financial Group, Ltd. CIK 0001314404 0.961 137 113.2 2.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 110.9 0.1% 2 -0.1 pp +0.1 pp -0.0 pp -0.1 pp
Charles Schwab Trust Co CIK 0001789219 0.768 171 107.5 6.0% 5 +0.4 pp +0.5 pp +0.6 pp +0.7 pp
BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 105.8 10.5% 5 +3.9 pp +1.4 pp +1.8 pp +1.6 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 104.7 1.0% 5 +0.1 pp -0.2 pp -0.1 pp -0.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 103.5 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 97.1 0.1% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 96.2 1.1% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 92.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
FOSTER & MOTLEY INC CIK 0001163902 0.533 405 90.3 4.2% 5 +0.2 pp +0.2 pp +0.3 pp +0.2 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.793 1868 87.9 0.4% 5 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
Truepoint, Inc. CIK 0001427748 0.954 160 87.8 1.8% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 85.9 1.6% 5 -0.3 pp -0.3 pp -1.4 pp -1.6 pp
OARSMAN CAPITAL, INC. CIK 0001569667 0.660 244 84.1 8.9% 5 +0.3 pp +0.8 pp +1.9 pp +2.4 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 81.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 73.9 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 69.4 0.4% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Evergreen Advisors, LLC CIK 0001762294 0.919 31 68.7 14.7% 3 +0.3 pp +0.3 pp +14.7 pp +0.5 pp
TruNorth Capital Management, LLC CIK 0001639695 0.822 123 66.0 10.6% 5 +0.1 pp +0.6 pp +0.5 pp +0.7 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 64.4 0.4% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
Riverpoint Wealth Management Holdings, LLC CIK 0001682733 0.858 61 64.3 11.8% 5 -0.4 pp -0.2 pp +0.1 pp -0.0 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 60.2 0.8% 5 -0.0 pp +0.2 pp +0.1 pp +0.1 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 58.2 0.2% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 57.6 0.7% 6 -0.3 pp -0.3 pp -0.3 pp +0.6 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 57.3 0.7% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Matrix Trust Co CIK 0001784277 0.681 101 56.0 8.1% 5 -0.2 pp +0.1 pp +1.0 pp +0.9 pp
MAI Capital Management CIK 0001040197 0.725 1889 54.6 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 53.3 5.9% 5 +0.2 pp -0.1 pp -0.0 pp -2.1 pp
PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 52.2 1.9% 5 +0.0 pp +0.1 pp +0.3 pp +0.4 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.859 3900 51.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 51.8 2.0% 5 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
Procyon Advisors, LLC CIK 0001804329 0.458 586 51.6 2.2% 5 -0.1 pp -0.1 pp -0.5 pp +2.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 50.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
CAPITAL ADVISORS INC/OK CIK 0000860828 0.644 374 49.8 0.7% 5 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
Pacific Sage Partners, LLC CIK 0001936845 0.773 126 47.9 6.8% 5 +0.3 pp +0.6 pp +0.5 pp -0.5 pp
Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 47.4 2.1% 5 -0.1 pp +0.0 pp -0.2 pp -0.2 pp
BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 46.2 5.4% 5 +0.4 pp +1.0 pp +1.1 pp +1.0 pp
Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 45.1 0.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.3 pp
Summit Asset Management, LLC CIK 0001509974 0.696 183 44.5 5.7% 5 +0.1 pp +0.3 pp +0.0 pp +0.0 pp
Operose Advisors LLC CIK 0001909750 0.647 522 43.9 8.5% 5 +0.0 pp +1.7 pp +2.7 pp +2.7 pp
Payne Capital Management, LLC CIK 0001994332 0.664 88 43.5 11.6% 6 +0.1 pp +0.1 pp +0.4 pp -0.1 pp
KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 42.6 5.3% 5 +0.7 pp +0.4 pp +0.9 pp +1.1 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 42.2 0.7% 5 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 40.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 39.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 39.2 4.2% 5 +0.2 pp +1.0 pp +1.3 pp +1.4 pp
Persium Advisors, LLC CIK 0002033683 0.517 69 38.5 25.1% 5 -1.6 pp +0.7 pp +1.4 pp +1.3 pp
LCW Services, LLC CIK 0002110690 0.770 40 36.9 16.1% 2 +0.3 pp +16.1 pp +16.1 pp +16.1 pp
VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.788 111 36.9 7.0% 5 +0.1 pp +0.4 pp +0.4 pp +0.5 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 36.3 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 36.2 1.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 36.1 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 35.3 1.4% 5 +0.1 pp +0.2 pp +0.3 pp +0.4 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 35.2 1.0% 5 -0.0 pp -0.2 pp -0.2 pp -0.3 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 35.0 1.0% 5 +1.0 pp +0.9 pp +0.9 pp +1.0 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 34.5 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bangor Savings Bank CIK 0001352675 0.827 543 34.2 2.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
Courage Miller Partners, LLC CIK 0001482106 0.690 87 34.0 9.0% 5 +0.3 pp -0.1 pp -0.0 pp -0.3 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 33.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALLAST ADVISORS LLC CIK 0001803415 0.462 197 33.0 7.9% 5 -0.9 pp -0.2 pp +0.0 pp -0.1 pp
Black Diamond Financial, LLC CIK 0001759236 0.676 198 32.8 2.9% 5 -0.1 pp +0.1 pp +0.4 pp +0.3 pp
SUMMIT WEALTH & RETIREMENT PLANNING, INC. CIK 0001766995 0.761 113 32.6 6.9% 5 +0.1 pp -1.5 pp -1.3 pp -0.6 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 32.5 1.0% 5 -0.0 pp -0.1 pp -0.3 pp -0.8 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 32.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
KEYVANTAGE WEALTH, LLC CIK 0002050555 0.472 95 32.2 12.2% 5 -0.2 pp +0.8 pp +1.7 pp +1.5 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 31.7 0.3% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Boltwood Capital Management CIK 0001563690 0.369 192 31.4 7.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 31.0 3.1% 5 +0.0 pp +0.0 pp +0.1 pp -0.2 pp
PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 30.7 2.6% 5 -0.2 pp -0.6 pp -0.7 pp -0.8 pp
NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 30.7 1.9% 5 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
eCIO, Inc. CIK 0001830823 0.331 46 30.3 8.5% 5 -2.9 pp -0.5 pp +2.0 pp +1.5 pp
Wedmont Private Capital CIK 0001904274 0.771 949 30.2 0.8% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 30.2 4.0% 5 -0.4 pp -0.3 pp -0.3 pp -0.8 pp
LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 30.0 1.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 29.8 3.1% 6 -0.3 pp +0.1 pp +0.2 pp +0.4 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 29.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Curi Capital, LLC CIK 0001332905 0.548 888 29.7 0.5% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 29.3 0.3% 1 +0.3 pp -0.0 pp -0.0 pp -0.1 pp
Benchmark Financial Wealth Advisors, LLC CIK 0001757706 0.471 145 29.2 7.2% 5 -0.1 pp -0.5 pp -0.6 pp -1.9 pp
RED CEDAR INVESTMENT MANAGEMENT, LLC CIK 0001734398 0.751 90 29.0 2.7% 5 +0.0 pp -0.0 pp -0.1 pp -0.3 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 28.3 1.8% 5 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 28.3 1.4% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
Tradition Wealth Management, LLC CIK 0001843010 0.463 538 28.3 1.7% 5 +0.0 pp +0.6 pp +0.7 pp +0.9 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 28.2 0.9% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
True Freedom Investing, LLC CIK 0002096483 0.916 97 28.2 2.2% 1 +2.2 pp +2.2 pp +2.1 pp +2.1 pp
WEALTH MANAGEMENT RESOURCES, INC. CIK 0001063516 0.712 31 27.7 8.5% 5 -1.1 pp -0.9 pp +2.8 pp +2.9 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 27.5 0.0% 1 +0.0 pp -0.2 pp -0.0 pp -0.0 pp
CCG WEALTH MANAGEMENT, LLC CIK 0001771169 0.509 149 27.4 6.3% 5 +2.1 pp +0.6 pp +0.1 pp -0.2 pp
Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 27.3 5.1% 5 +0.4 pp +0.5 pp +0.6 pp +0.8 pp
VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 27.1 3.0% 5 -0.1 pp +0.2 pp -0.0 pp +0.0 pp
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 26.7 1.5% 5 +0.1 pp +0.3 pp +0.4 pp +0.4 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 26.4 2.5% 5 -0.2 pp +1.0 pp +0.9 pp -0.2 pp
Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 26.3 10.9% 5 -0.7 pp -0.5 pp +0.0 pp -0.3 pp
ZynergyRetirementPlanningLLC CIK 0002031137 0.861 26 25.7 13.9% 5 +0.0 pp -0.0 pp +0.2 pp -0.0 pp
Cornerstone Wealth Advisors, Inc. CIK 0001862176 0.876 55 25.6 5.4% 5 +0.2 pp +1.0 pp +1.4 pp +1.8 pp
ACT WEALTH MANAGEMENT, LLC CIK 0001814191 0.808 64 25.5 7.5% 5 -0.1 pp +0.2 pp +0.1 pp -0.6 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 25.3 0.2% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
FLC Capital Advisors CIK 0001713697 0.549 229 25.2 4.1% 5 +0.1 pp +0.3 pp +0.6 pp +0.5 pp
Broadleaf Partners, LLC CIK 0001712686 0.216 86 24.8 4.8% 5 -0.2 pp +0.8 pp +1.0 pp +1.1 pp
Noble Family Wealth, LLC CIK 0001976065 0.800 74 24.8 4.4% 5 +0.0 pp +0.1 pp +0.0 pp -0.0 pp
APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 24.7 1.5% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Sylvest Advisors, LLC CIK 0002044121 0.653 78 24.2 10.9% 5 -0.5 pp -0.1 pp +0.1 pp +0.1 pp
Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 24.2 2.7% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
Kings Path Partners LLC CIK 0002030974 0.501 353 23.9 6.4% 5 -1.4 pp -1.4 pp -2.1 pp -2.4 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 23.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 23.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.0 pp
Boyd Wealth Management, LLC CIK 0001846114 0.522 47 22.7 8.6% 5 +0.1 pp +0.4 pp +0.9 pp +1.5 pp
Curbstone Financial Management Corp CIK 0001608057 0.354 215 22.7 3.9% 5 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 22.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Downshift Financial, LLC CIK 0002118380 0.484 660 22.3 10.1% 2 +0.1 pp +10.1 pp +10.1 pp +10.1 pp
Essex LLC CIK 0001889147 0.576 180 22.0 3.3% 5 -0.2 pp -0.0 pp +0.1 pp -0.0 pp
Towercrest Capital Management CIK 0001633288 0.713 110 21.9 3.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.3 pp
Alliance Wealth Management Group CIK 0001623707 0.630 103 21.9 4.3% 5 -0.0 pp -0.0 pp +0.0 pp -0.6 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 21.6 0.5% 5 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Invst, LLC CIK 0001867587 0.314 343 21.6 2.1% 5 +0.0 pp +0.1 pp +0.2 pp +0.4 pp
Owl Creek Wealth Partners LLC CIK 0002133805 0.546 1289 21.6 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
Certified Advisory Corp CIK 0001731732 0.386 327 21.3 1.7% 5 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 21.1 0.8% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
World Investment Advisors CIK 0001652594 0.670 1523 20.9 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Ascension Capital Advisors, Inc. CIK 0001689227 0.779 97 20.5 5.8% 5 +0.2 pp +0.1 pp +2.2 pp +2.1 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 20.5 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Opus Capital Group, LLC CIK 0001330325 0.771 150 20.4 2.0% 5 -0.0 pp -0.0 pp -0.1 pp -4.7 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 20.0 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Serenity Investment Advisors CIK 0002105389 0.696 76 20.0 8.5% 2 -0.1 pp +8.5 pp +8.5 pp +8.5 pp
LIBRA WEALTH LLC CIK 0001925385 0.812 70 20.0 5.1% 5 -0.1 pp -0.2 pp -0.5 pp -0.8 pp
Elgethun Capital Management CIK 0001638022 0.537 174 19.9 2.8% 5 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 19.8 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 19.7 1.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 19.5 6.6% 5 -0.1 pp -0.4 pp -0.4 pp -0.9 pp
HBK Sorce Advisory LLC CIK 0001379995 0.951 658 19.4 0.4% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Asset Allocation Strategies LLC CIK 0001922879 0.395 177 19.4 3.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
ARBOR TRUST WEALTH ADVISORS, LLC CIK 0001797135 0.351 96 19.3 7.8% 5 +0.2 pp +0.5 pp +2.4 pp +3.5 pp
Sherwood Financial Partners, LLC CIK 0002056427 0.847 8 19.1 15.4% 5 +0.3 pp +0.5 pp +0.7 pp +0.6 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 18.8 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 18.8 0.8% 5 -0.2 pp -0.2 pp -0.0 pp -0.0 pp
Intergy Private Wealth, LLC CIK 0001911342 0.551 147 18.7 4.3% 5 -0.4 pp -0.4 pp -0.4 pp -0.3 pp
Sentinel Advisory Group, LLC CIK 0002118181 0.649 60 18.7 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 18.6 3.5% 5 +0.1 pp +0.3 pp +0.5 pp +0.7 pp
Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 18.6 4.3% 4 +0.8 pp +2.1 pp +2.2 pp +4.3 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 18.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KLINGENSTEIN FIELDS & CO LP CIK 0000859872 0.663 195 18.4 0.6% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PLANNING ALTERNATIVES LTD /ADV CIK 0000712011 0.898 129 18.3 2.0% 5 -0.2 pp -0.1 pp -0.1 pp -0.2 pp
Apriem Advisors CIK 0001425165 0.679 182 18.1 1.6% 5 -0.2 pp -0.2 pp -0.2 pp -0.6 pp
BCS Wealth Management CIK 0001798172 0.420 270 18.0 3.2% 5 -0.1 pp +0.1 pp -0.2 pp +0.2 pp
Momentous Wealth Management, Inc. CIK 0002055574 0.816 48 17.8 9.1% 5 +0.3 pp +0.1 pp -0.2 pp -0.0 pp
Envision Financial LLC CIK 0002051355 0.578 48 17.6 8.1% 6 -0.1 pp +0.1 pp +0.3 pp +0.1 pp
SCHWERIN BOYLE CAPITAL MANAGEMENT INC CIK 0000937522 0.597 49 17.5 2.1% 5 +0.2 pp +0.3 pp +0.3 pp +0.4 pp
Guardian Financial Partners, LLC CIK 0001723514 0.576 69 17.5 6.8% 5 -0.1 pp -0.4 pp -0.6 pp -0.8 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 17.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brooklyn FI, LLC CIK 0001916123 0.652 434 17.4 3.2% 5 -0.0 pp +0.2 pp +0.5 pp +0.2 pp
Fort Point Capital Partners LLC CIK 0001589282 0.542 247 17.3 1.9% 5 -0.2 pp -0.0 pp +0.1 pp +0.5 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 17.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 17.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 17.2 0.4% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Hanson & Doremus Investment Management CIK 0001393944 0.721 484 17.2 1.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Powers Advisory Group, LLC CIK 0001927474 0.567 130 17.0 5.3% 5 +0.1 pp +0.1 pp +0.2 pp +0.4 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 17.0 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 16.9 3.1% 5 -0.8 pp -0.7 pp -0.6 pp -0.6 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 16.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Freestate Advisors LLC CIK 0001660328 0.717 42 16.5 12.3% 5 +0.4 pp +0.4 pp +0.3 pp -0.5 pp
RKL Wealth Management LLC CIK 0001604723 0.802 189 16.4 1.3% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 16.4 0.5% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 16.4 0.1% 5 +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 16.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MYECFO, LLC CIK 0001986457 0.711 73 16.2 6.1% 5 +0.0 pp +0.0 pp -0.3 pp -0.7 pp
POWER WEALTH MANAGEMENT LLC CIK 0002001039 0.557 117 16.1 5.5% 5 +0.3 pp +0.8 pp +0.8 pp +0.9 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 15.9 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Zhang Financial LLC CIK 0001776290 0.816 392 15.9 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
TPG Advisors LLC CIK 0002033388 0.435 115 15.7 8.6% 5 +0.1 pp +0.4 pp +0.5 pp +0.7 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 15.7 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 15.5 3.4% 5 -0.3 pp -0.3 pp -0.4 pp -0.9 pp
Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 15.5 2.3% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Sightline Wealth Advisors, LLC CIK 0001841979 0.582 93 15.4 5.6% 5 -0.2 pp -0.1 pp -0.1 pp -0.2 pp
Brightwater Advisory LLC CIK 0002034566 0.450 59 15.2 9.6% 5 +0.4 pp +0.7 pp +0.9 pp +1.2 pp
Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 15.1 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 14.8 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Denver PWM, LLC CIK 0001657980 0.608 89 14.8 4.8% 5 +0.0 pp -1.1 pp -0.7 pp -0.7 pp
Leeward Financial Partners, LLC CIK 0001735201 0.409 108 14.7 3.9% 5 +0.0 pp +0.3 pp +0.3 pp +0.2 pp
Creekside Partners CIK 0002035951 0.343 193 14.6 5.3% 5 -0.0 pp -0.3 pp -0.2 pp -0.2 pp
White & Co Financial Planning Inc CIK 0002039300 0.789 20 14.2 8.8% 5 -0.1 pp -0.6 pp -0.4 pp -0.6 pp
Signet Investment Advisory Group, Inc. CIK 0001766328 0.276 73 14.2 6.2% 5 +0.4 pp +0.4 pp +0.4 pp +0.3 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 14.1 0.9% 5 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 0.746 148 14.1 2.1% 5 -0.1 pp +0.2 pp -0.0 pp -0.2 pp
SMI Advisory Services, LLC CIK 0001609008 0.608 62 14.0 2.3% 2 +2.1 pp +2.3 pp +2.3 pp +2.3 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 13.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 13.8 6.5% 5 +0.1 pp +0.1 pp +0.0 pp -1.0 pp
Seneca Financial Advisors LLC CIK 0002082922 0.759 66 13.6 3.5% 7 -0.6 pp -1.0 pp -0.8 pp -1.1 pp
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 13.5 0.8% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Roberts Wealth Advisors, LLC CIK 0001885319 0.460 111 13.5 3.1% 5 +0.1 pp +0.3 pp +0.6 pp +0.6 pp
Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 13.3 5.3% 5 +0.1 pp +0.3 pp +0.3 pp +0.2 pp
Capital Advantage, Inc. CIK 0001628896 0.497 150 13.2 1.6% 5 +0.1 pp +0.2 pp +0.3 pp +0.5 pp
Seros Financial, LLC CIK 0002039918 0.495 66 13.1 6.8% 4 -0.6 pp +0.1 pp +0.7 pp +6.8 pp
Compass Advisory Group LLC CIK 0001720292 0.720 89 13.1 3.1% 5 +0.0 pp +0.5 pp +0.5 pp +0.3 pp
Livet Wealth, LLC CIK 0002111409 0.406 122 13.1 7.5% 2 -0.0 pp +7.5 pp +7.5 pp +7.5 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 12.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 12.7 1.9% 5 -0.0 pp -1.0 pp -1.1 pp -1.2 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 12.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SigFig Wealth Management, LLC CIK 0001696957 0.938 142 12.6 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 12.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Pitcairn Wealth Advisors LLC CIK 0002089089 0.272 281 12.5 1.4% 2 +0.9 pp +1.4 pp +1.4 pp +1.4 pp
Johnson Financial Group, LLC CIK 0001706327 0.913 279 12.5 0.7% 5 -0.4 pp -0.3 pp -0.4 pp -0.4 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 12.5 0.7% 5 +0.0 pp +0.1 pp -0.0 pp -0.1 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 12.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jacobsen Capital Management CIK 0001782491 0.692 126 12.4 3.6% 5 -0.1 pp -0.2 pp -0.1 pp +0.3 pp
Arnold Financial Planning LLC CIK 0002107020 0.570 41 12.3 9.2% 2 -0.8 pp +9.2 pp +9.2 pp +9.2 pp
CONQUIS FINANCIAL LLC CIK 0002052436 0.819 54 12.2 9.8% 5 +0.2 pp +0.7 pp +0.5 pp +0.8 pp
Fairway Financial, LLC CIK 0001921009 0.690 23 12.2 8.3% 5 +0.1 pp -0.0 pp +0.3 pp +0.3 pp
Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 12.2 8.7% 5 +0.4 pp +0.6 pp +0.4 pp +0.4 pp
Gleason Group, Inc. CIK 0001822632 0.921 449 12.1 1.1% 5 -0.2 pp -0.1 pp -0.0 pp -0.0 pp
Capital Investment Counsel, LLC CIK 0002033609 0.304 152 11.9 1.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 11.8 2.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.3 pp
Vision Capital Management, Inc. CIK 0001417889 0.704 156 11.8 1.3% 5 -0.0 pp +0.1 pp +0.0 pp -0.0 pp
CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 11.7 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
HILL ISLAND FINANCIAL LLC CIK 0001909798 0.767 93 11.6 2.5% 5 -0.1 pp -0.1 pp -0.2 pp -0.4 pp
SGL Investment Advisors, Inc. CIK 0002043186 0.226 131 11.6 4.0% 5 -0.0 pp +3.2 pp +3.3 pp +3.4 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 11.6 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Chesapeake Wealth Management CIK 0001730383 0.355 168 11.3 3.2% 5 +0.1 pp +0.3 pp +0.4 pp +0.4 pp
FAGAN ASSOCIATES, INC. CIK 0001607866 0.534 137 11.2 1.4% 5 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 11.2 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 11.2 0.5% 3 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 11.2 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Roble, Belko & Company, Inc CIK 0001642305 0.792 486 11.1 1.2% 5 -0.1 pp -0.3 pp -0.4 pp -0.4 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 10.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 10.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sage Financial Management Group, Inc. CIK 0001762086 0.795 61 10.8 3.0% 5 -0.0 pp +0.1 pp +0.1 pp -0.0 pp
Thrive Wealth Management, LLC CIK 0001847610 0.785 254 10.6 1.4% 5 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 10.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 10.6 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
James J. Burns & Company, LLC CIK 0001949059 0.674 163 10.6 1.1% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 10.5 2.1% 5 +0.6 pp +1.2 pp +1.3 pp +1.4 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 10.4 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 10.4 0.9% 5 +0.2 pp +0.1 pp +0.1 pp -0.0 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 10.3 0.4% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 10.2 1.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
BAILARD, INC. CIK 0000750641 0.578 763 10.1 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Firestone Capital Management CIK 0001799964 0.602 168 10.0 1.9% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 9.8 0.9% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
Barden Capital Management, Inc. CIK 0001906798 0.195 53 9.8 9.1% 5 +0.9 pp +1.6 pp +2.1 pp +2.0 pp
Legacy Private Trust Co. CIK 0001352547 0.732 262 9.8 0.5% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 9.8 0.5% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Davis Capital Management CIK 0001811806 0.306 1270 9.7 5.8% 4 +0.1 pp +0.5 pp +0.7 pp +5.8 pp
CRA Financial Services, LLC CIK 0001765594 0.529 321 9.7 1.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
L2 Asset Management, LLC CIK 0001686988 0.111 411 9.7 1.0% 5 -0.6 pp +0.2 pp +0.5 pp +0.6 pp
Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 9.7 1.9% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 9.7 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
First National Bank of Mount Dora, Trust Investment Services CIK 0001423045 0.336 126 9.7 1.9% 5 +0.1 pp -0.3 pp -0.3 pp -0.3 pp
BLUE SQUARE ASSET MANAGEMENT, LLC CIK 0001769578 0.397 74 9.6 3.9% 5 -0.1 pp +0.8 pp +0.2 pp +0.2 pp
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 9.5 1.2% 5 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
Vestwell Advisors, LLC CIK 0002081474 0.919 26 9.5 2.3% 2 +0.0 pp +2.3 pp -10.6 pp +2.3 pp
Trinity Financial Advisors LLC CIK 0001809574 0.677 95 9.5 2.4% 5 +0.0 pp -0.1 pp -0.0 pp +0.1 pp
Holistic Financial Partners CIK 0001729304 0.166 120 9.5 5.8% 5 +0.7 pp +1.0 pp +0.7 pp +0.6 pp
Friday Financial CIK 0002048792 0.653 108 9.4 2.5% 5 +0.8 pp +0.9 pp -0.0 pp +0.9 pp
Allworth Financial LP CIK 0001555170 0.907 5124 9.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MA Private Wealth CIK 0001767474 0.750 88 9.4 1.4% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 9.3 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 9.3 2.5% 5 -0.1 pp -0.1 pp +0.3 pp +0.5 pp
Wealth Architects, LLC CIK 0001611518 0.695 248 9.2 0.7% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV CIK 0000920655 0.848 86 9.2 2.4% 5 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
Winthrop Capital Management, LLC CIK 0002010657 0.431 351 9.2 2.2% 5 -0.1 pp +0.2 pp +0.3 pp +0.3 pp
Kathmere Capital Management, LLC CIK 0001794543 0.522 671 9.2 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
FFT WEALTH MANAGEMENT LLC CIK 0001653199 0.706 96 9.2 1.4% 5 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 9.1 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CFG Wealth Management Services, Inc. CIK 0002133547 0.527 80 9.1 8.5% 2 +0.3 pp +8.5 pp +8.5 pp +8.5 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 9.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 9.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orcam Financial Group CIK 0001905367 0.304 105 8.9 4.4% 5 +0.5 pp +0.3 pp +0.1 pp +0.0 pp
Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 8.9 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 8.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 8.9 1.7% 5 +0.4 pp +0.9 pp +1.6 pp +1.6 pp
Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 8.8 1.7% 5 +0.6 pp +0.7 pp +0.7 pp +0.7 pp
Peak Wealth Management LLC CIK 0002094948 0.328 59 8.7 6.1% 2 -1.6 pp +6.1 pp +6.1 pp +6.1 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 8.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Paradigm, Strategies in Wealth Management, LLC CIK 0001859579 0.583 61 8.6 5.2% 5 +0.0 pp +0.2 pp +0.4 pp +0.4 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 8.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stonekeep Investments, LLC CIK 0002032486 0.516 81 8.6 5.0% 1 +5.0 pp +5.0 pp +0.5 pp +0.6 pp
Plancorp, LLC CIK 0001599579 0.797 425 8.6 0.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 8.6 0.8% 5 +0.1 pp -0.1 pp +0.3 pp +0.3 pp
GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 8.5 2.4% 5 +0.1 pp +0.2 pp -0.2 pp -0.2 pp
Cooke Wealth Management, LLC CIK 0002093659 0.633 39 8.5 7.0% 2 +0.2 pp +7.0 pp +7.0 pp +7.0 pp
Flatrock Wealth Partners LLC CIK 0002130067 0.335 173 8.5 3.3% 2 +0.1 pp +3.3 pp +3.3 pp +3.3 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 8.5 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Phil A. Younker & Associates, Ltd. CIK 0002063635 0.730 29 8.5 5.7% 6 +0.9 pp +1.8 pp +1.8 pp +1.1 pp
Weinberger Asset Management, Inc CIK 0002051705 0.598 101 8.5 2.7% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
Leverty Financial Group, LLC CIK 0001908386 0.897 49 8.4 1.6% 4 -0.0 pp -0.1 pp -0.2 pp +1.6 pp
Plus Group Wealth Advisors LLC CIK 0002109515 0.561 48 8.4 7.9% 2 +0.2 pp +7.9 pp +7.9 pp +7.9 pp
BCK Partners, Inc. CIK 0001845867 0.873 28 8.2 4.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Tudor Financial Inc. CIK 0002045307 0.221 152 8.1 3.7% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Fortis Capital Management LLC CIK 0001802167 0.488 235 8.1 0.9% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Athena Investment Management CIK 0001921093 0.240 132 8.1 4.8% 5 -0.0 pp +0.2 pp +0.3 pp +0.2 pp
Grant Street Asset Management, Inc. CIK 0001740642 0.839 92 8.0 1.3% 5 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
Allen Capital Group, LLC CIK 0001601384 0.535 316 8.0 0.7% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 7.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 7.8 0.6% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
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Modera Wealth Management, LLC CIK 0001542143 0.854 650 7.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 7.7 0.3% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Blueprint Investment Partners LLC CIK 0001794467 0.532 159 7.7 0.6% 5 +0.0 pp -0.1 pp -0.3 pp -0.4 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 7.7 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
Hurley Capital, LLC CIK 0001632844 0.288 641 7.6 4.0% 5 +0.4 pp +0.8 pp +1.1 pp +0.8 pp
KOM Wealth Management Group, LLC CIK 0001804116 0.460 96 7.6 4.6% 5 +0.7 pp +1.5 pp +1.8 pp +1.9 pp
Liberty Capital Management, Inc. CIK 0001366838 0.373 184 7.6 1.3% 1 +1.3 pp +0.3 pp +0.4 pp +0.5 pp
AA Financial Advisors, LLC CIK 0002016899 0.439 230 7.5 0.9% 5 -0.1 pp -0.4 pp -0.4 pp -0.5 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 7.4 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 7.4 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 7.3 0.8% 5 -0.1 pp -0.2 pp -0.7 pp -1.2 pp
WARNER FINANCIAL, INC CIK 0001927175 0.518 145 7.3 2.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 7.3 1.4% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
Milestone Investment Advisors LLC CIK 0001967018 0.576 141 7.3 1.6% 5 +0.0 pp +0.2 pp +0.2 pp +0.7 pp
L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 7.3 2.2% 5 -0.0 pp -1.1 pp -1.3 pp -1.5 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 7.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Prota Financial, LLC CIK 0002126257 0.258 70 7.2 4.7% 2 -2.0 pp +4.7 pp +4.7 pp +4.7 pp
Armbruster Capital Management, Inc. CIK 0001664847 0.715 125 7.2 1.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Talisman Wealth Advisors LLC CIK 0001962685 0.009 110 7.0 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
HORAN Wealth, LLC CIK 0002072569 0.371 217 7.0 0.6% 4 -0.0 pp +0.1 pp +0.1 pp +0.6 pp
Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 7.0 2.4% 5 +0.5 pp +1.1 pp +1.5 pp +2.3 pp
Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 6.9 0.6% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 6.9 1.2% 5 +0.1 pp +0.2 pp +0.2 pp -2.9 pp
Breakwater Investment Management CIK 0002025925 0.462 600 6.9 2.3% 5 +0.4 pp +0.5 pp +0.5 pp +0.4 pp
Spectrum Asset Management, Inc. (NB/CA) CIK 0001632078 0.275 113 6.8 1.9% 5 +0.6 pp +0.0 pp +0.3 pp +0.0 pp
Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 6.7 1.0% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
JPL Wealth Management, LLC CIK 0002010710 0.274 1876 6.7 1.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Berger Financial Group, Inc CIK 0001826136 0.633 475 6.7 0.3% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Range Advisory, LLC CIK 2152629 0.575 342 6.6 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
Heirloom Wealth Management CIK 0001882903 0.450 61 6.6 1.0% 2 -0.3 pp +1.0 pp +1.0 pp +1.0 pp
Robbins Farley CIK 0001847820 0.257 157 6.5 2.5% 5 +0.0 pp +1.4 pp +1.5 pp +1.2 pp
Destination Wealth Management CIK 0001278573 0.701 325 6.5 0.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 6.5 0.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
DAVIS R M INC CIK 0000891287 0.824 280 6.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SVB WEALTH LLC CIK 0001626116 0.541 384 6.4 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Seek First Inc. CIK 0002060504 0.523 67 6.4 4.0% 5 -0.1 pp +0.2 pp +0.2 pp +0.1 pp
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Armor Investment Advisors, LLC CIK 0001694079 0.573 155 6.3 2.0% 5 -0.0 pp -0.2 pp +0.0 pp -3.8 pp
Upper Left Wealth Management, LLC CIK 0001911228 0.326 73 6.2 3.5% 5 +0.4 pp +0.3 pp +0.4 pp +0.4 pp
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Madison Wealth Partners, Inc CIK 0001844424 0.603 292 6.1 0.8% 5 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 6.1 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 6.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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SEEDS INVESTOR LLC CIK 0002021047 0.225 379 5.8 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 5.8 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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Acropolis Investment Management, LLC CIK 0001318601 0.882 384 5.7 0.3% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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CGN Advisors LLC CIK 0001841506 0.595 322 5.6 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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AE Wealth Management LLC CIK 0001697723 0.686 2663 5.1 0.0% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
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IF Advisors, LLC CIK 0002109472 0.403 60 3.5 2.3% 2 +0.4 pp +2.3 pp +2.3 pp +2.3 pp
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Integrated Advisors Network LLC CIK 0001660177 0.358 674 3.4 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
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KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 3.4 1.0% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
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Nelson Capital Management, LLC CIK 0001512611 0.806 120 3.3 0.4% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
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MBE Wealth Management, LLC CIK 0001775850 0.493 170 3.2 1.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.2 pp
MOTIVE WEALTH ADVISORS CIK 0001877093 0.582 96 3.2 1.3% 5 -0.1 pp +0.1 pp +0.0 pp -0.0 pp
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Global Retirement Partners, LLC CIK 0001749744 0.465 4501 3.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Expressive Wealth LLC CIK 0002026980 0.120 133 3.0 2.8% 2 -0.0 pp +2.8 pp +2.8 pp +2.8 pp
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American Financial Advisors, LLC CIK 0001767898 0.654 169 2.8 0.3% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
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RCW Management, LLC CIK 0002104402 0.332 68 1.6 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
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CWA Asset Management Group, LLC CIK 0001667134 0.455 693 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Abound Wealth Management CIK 0001950323 0.745 1359 1.6 0.3% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
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Hardin Capital Partners, LLC CIK 0002033094 0.518 141 1.5 0.7% 5 +0.1 pp +0.2 pp +0.1 pp +0.2 pp
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United Advisor Group, LLC CIK 0002004873 0.269 527 1.5 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
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Successful Portfolios LLC CIK 0001721780 0.241 199 1.5 0.7% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.4 0.1% 6 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
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Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 1.4 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
COOPER/HAIMS ADVISORS, LLC CIK 0001654033 0.623 115 1.4 0.6% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Blue Zone Wealth Advisors, LLC CIK 0001803106 0.480 125 1.3 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 1.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Plan A Wealth LLC CIK 0002093645 0.507 194 1.3 0.6% 6 -0.1 pp -0.1 pp +0.2 pp +0.3 pp
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NewEdge Wealth, LLC CIK 0001861796 0.721 1215 1.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
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Navigation Group, LLC CIK 0002132497 0.648 121 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Pacific Asset Management, LLC CIK 0002054012 0.613 76 0.9 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 0.9 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Stone Summit Wealth LLC CIK 0001908192 0.413 144 0.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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Asset One Wealth Management LLC CIK 0002110759 0.396 346 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Independent Advisor Alliance CIK 0001696899 0.044 1054 0.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
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Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 +0.0 pp -19.8 pp -9.6 pp -9.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Blue Investment Partners LLC CIK 0001958029 0.500 52 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
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Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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St. Clair Advisors, LLC CIK 0002056292 0.645 78 0.0 0.0% 0 -2.3 pp +0.0 pp +0.0 pp +0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.3 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Sandbox Financial Partners, LLC CIK 0001844892 0.505 117 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Three Bridge Wealth Advisors, LLC CIK 0001950962 0.667 87 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp -0.1 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
JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Tiller Private Wealth, Inc. CIK 0001663649 0.826 69 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Golden Reserve Retirement LLC CIK 0002066488 0.825 112 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 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
Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
Smart Portfolios, LLC CIK 0001513227 0.221 99 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp -0.4 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
Aerodigm Wealth, LLC CIK 0001927705 0.629 89 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Lynch Asset Management, Inc. CIK 0001906719 0.629 52 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Jentner Corp CIK 0001695908 0.884 54 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
S.A. Mason LLC CIK 0001800911 0.217 282 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
BANK HAPOALIM BM CIK 0000902528 0.174 117 0.0 0.0% 0 +0.0 pp -0.9 pp -1.2 pp -1.1 pp
HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 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 +0.0 pp +0.0 pp -0.0 pp
M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
ARBOR CAPITAL MANAGEMENT INC /ADV CIK 0001027570 0.100 87 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp -0.8 pp
Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Ellevest, Inc. CIK 0001644128 0.537 469 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 +0.0 pp +0.0 pp -1.6 pp -1.6 pp
Parsonex Advisory Services, Inc. CIK 0002107398 0.300 50 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Burt Wealth Advisors CIK 0001612041 0.539 115 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Raub Brock Capital Management LP CIK 0001554656 0.394 45 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
MARSHALL & SULLIVAN INC /WA/ CIK 0000820123 0.431 43 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
WFA of San Diego, LLC CIK 0001821407 0.186 94 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 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
True Link Financial Advisors, LLC CIK 0001846236 0.000 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trajan Wealth LLC CIK 0001934415 0.705 152 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oldfather Financial Services, LLC CIK 0001775530 0.682 98 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 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 +0.0 pp -0.6 pp
Strategic Financial Planning, Inc. CIK 0001802277 0.000 41 0.0 0.0% 0 +0.0 pp -2.7 pp -2.6 pp -2.7 pp
GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 +0.0 pp -1.0 pp -0.7 pp +0.0 pp
Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 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 SCHF). Qtrs Held counts distinct quarters this fund has actually held SCHF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SCHF position size. Δ columns are the percentage-point change in SCHF's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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