Signals

← Signals

☆SCHF

1547 in-universe funds with a nonzero position in SCHF within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#89
Score / z2.140 / 3.03
Consensus531.77 over 1001 funds
Momentumno 12m return

Price & positioning

249 cached closes, trailing year
Drawdownno history
Short interest+161% / 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 ▾
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 4,345.9 11.7% 3 -0.3 pp -0.4 pp +11.7 pp +11.7 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 3,773.2 7.1% 3 +0.2 pp +0.1 pp +7.1 pp +7.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 2,680.0 6.0% 4 -0.0 pp -0.3 pp +0.4 pp +6.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 1,006.2 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 495.7 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 490.3 0.7% 3 -0.1 pp -0.3 pp +0.7 pp +0.7 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 455.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 335.0 4.8% 3 +0.3 pp +0.5 pp +4.8 pp +4.8 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 335.0 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 301.2 3.2% 3 -0.0 pp +0.0 pp +3.2 pp +3.2 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 262.0 2.1% 3 -0.5 pp -0.6 pp +2.1 pp +2.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 229.8 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Valpey Financial Services, LLC CIK 0002077991 0.374 76 221.2 7.9% 2 +4.5 pp +7.9 pp +7.9 pp +7.9 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 219.7 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 215.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Orgel Wealth Management, LLC CIK 0001658535 0.871 113 214.7 4.7% 3 +0.1 pp +0.2 pp +4.7 pp +4.7 pp
☆McAdam, LLC CIK 0001695490 0.802 516 193.5 8.9% 3 +0.5 pp +0.9 pp +8.9 pp +8.9 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 173.0 4.8% 3 +0.4 pp +0.4 pp +4.8 pp +4.8 pp
☆REBALANCE, LLC CIK 0001811052 0.941 103 165.5 9.7% 3 +0.5 pp +0.4 pp +9.7 pp +9.7 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 161.7 6.9% 3 +0.2 pp -0.2 pp +6.9 pp +6.9 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 161.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 158.9 5.4% 3 -0.4 pp -0.7 pp +5.4 pp +5.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 155.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 148.7 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 146.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 143.0 11.0% 3 +0.6 pp +1.5 pp +11.0 pp +11.0 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 142.3 11.9% 3 +0.2 pp +0.0 pp +11.9 pp +11.9 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 140.2 1.7% 3 -0.2 pp -0.2 pp +1.7 pp +1.7 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 139.0 0.2% 3 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 138.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 137.7 4.6% 3 +0.6 pp +0.4 pp +4.6 pp +4.6 pp
☆FMR LLC CIK 0000315066 0.989 5571 126.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 119.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 118.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 109.7 0.8% 3 +0.0 pp -0.3 pp +0.8 pp +0.8 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 101.9 2.9% 3 -0.0 pp -0.1 pp +2.9 pp +2.9 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 100.8 1.1% 3 +0.1 pp +0.1 pp +1.1 pp +1.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 93.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 87.2 7.5% 3 +0.1 pp -0.2 pp +7.5 pp +7.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 86.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 84.7 1.9% 3 -1.1 pp -1.3 pp +1.9 pp +1.9 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 84.3 5.5% 3 +0.1 pp +0.2 pp +5.5 pp +5.5 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 82.5 9.1% 3 +0.4 pp +0.1 pp +9.1 pp +9.1 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 81.2 1.8% 3 -0.1 pp -0.1 pp +1.8 pp +1.8 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 79.2 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 77.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 74.5 4.0% 3 +0.1 pp +0.0 pp +4.0 pp +4.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 70.7 0.5% 3 -0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 70.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 70.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 66.6 0.8% 3 +0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 64.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 62.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 62.2 8.1% 3 +1.0 pp +1.6 pp +8.1 pp +8.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 60.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evergreen Advisors, LLC CIK 0001762294 0.919 31 58.9 14.4% 1 +14.4 pp +0.2 pp +14.4 pp +14.4 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 57.9 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 56.7 0.9% 3 +0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆Riverpoint Wealth Management Holdings, LLC CIK 0001682733 0.858 61 56.0 12.0% 3 +0.4 pp +0.2 pp +12.0 pp +12.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 52.8 10.0% 3 -0.1 pp +0.1 pp +10.0 pp +10.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 52.6 1.0% 4 -0.1 pp +0.8 pp +0.8 pp +1.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 49.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Matrix Trust Co CIK 0001784277 0.681 101 48.6 8.0% 3 +0.9 pp +0.8 pp +8.0 pp +8.0 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 47.7 2.4% 3 -0.4 pp +2.3 pp +2.4 pp +2.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 47.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 45.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 45.7 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 45.3 1.7% 3 +0.2 pp +0.3 pp +1.7 pp +1.7 pp
☆Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 44.2 2.1% 3 -0.2 pp -0.2 pp +2.1 pp +2.1 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 43.9 0.8% 3 -0.1 pp -0.2 pp +0.8 pp +0.8 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 43.8 6.0% 3 +0.0 pp -2.0 pp +6.0 pp +6.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 43.8 2.0% 3 +0.2 pp +0.2 pp +2.0 pp +2.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 42.3 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pacific Sage Partners, LLC CIK 0001936845 0.773 126 39.4 6.2% 3 -0.1 pp -1.1 pp +6.2 pp +6.2 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 38.3 5.4% 3 -0.2 pp -0.2 pp +5.4 pp +5.4 pp
☆Payne Capital Management, LLC CIK 0001994332 0.664 88 36.6 11.5% 4 +0.3 pp -0.2 pp -0.1 pp +11.5 pp
☆SUMMIT WEALTH & RETIREMENT PLANNING, INC. CIK 0001766995 0.761 113 35.6 8.4% 3 +0.2 pp +0.8 pp +8.4 pp +8.4 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 35.3 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 34.8 4.8% 3 +0.4 pp +0.6 pp +4.8 pp +4.8 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 34.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 33.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 33.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 33.6 1.2% 3 +0.0 pp -0.0 pp +1.2 pp +1.2 pp
☆Persium Advisors, LLC CIK 0002033683 0.517 69 33.5 24.5% 3 +0.7 pp +0.6 pp +24.5 pp +24.5 pp
☆BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 33.0 4.3% 3 +0.1 pp -0.0 pp +4.3 pp +4.3 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 32.8 0.6% 3 +0.3 pp +0.3 pp +0.6 pp +0.6 pp
☆PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 32.0 3.3% 3 -0.0 pp -0.1 pp +3.3 pp +3.3 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 31.5 3.2% 3 -0.2 pp +0.1 pp +3.2 pp +3.2 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 30.9 1.3% 3 +0.0 pp +0.0 pp +1.3 pp +1.3 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.787 111 30.6 6.6% 3 +0.0 pp +0.2 pp +6.6 pp +6.6 pp
☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 30.1 9.0% 3 +0.1 pp -0.2 pp +9.0 pp +9.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 30.0 1.0% 3 -0.2 pp -0.7 pp +1.0 pp +1.0 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 30.0 2.4% 3 -0.0 pp -0.1 pp +2.4 pp +2.4 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 29.8 0.5% 3 -0.2 pp -0.2 pp +0.5 pp +0.5 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 29.4 8.1% 3 +0.3 pp +0.1 pp +8.1 pp +8.1 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 29.2 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 29.0 6.8% 3 +0.9 pp +1.0 pp +6.8 pp +6.8 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 28.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 28.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 27.9 7.0% 3 +0.1 pp -0.4 pp +7.0 pp +7.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 27.7 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.405 590 27.7 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Boltwood Capital Management CIK 0001563690 0.369 192 27.5 7.2% 3 +0.1 pp -0.0 pp +7.2 pp +7.2 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 27.4 11.8% 3 +0.3 pp -0.0 pp +11.8 pp +11.8 pp
☆PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 27.3 8.2% 3 +0.2 pp +0.0 pp +8.2 pp +8.2 pp
☆Benchmark Financial Wealth Advisors, LLC CIK 0001757706 0.471 145 26.8 7.7% 3 -0.2 pp -1.5 pp +7.7 pp +7.7 pp
☆WEALTH MANAGEMENT RESOURCES, INC. CIK 0001063516 0.712 31 26.7 9.4% 3 +3.7 pp +3.8 pp +9.4 pp +9.4 pp
☆KEYVANTAGE WEALTH, LLC CIK 0002050555 0.472 95 26.6 11.4% 3 +0.9 pp +0.8 pp +11.4 pp +11.4 pp
☆RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 26.6 4.3% 3 +0.0 pp -0.5 pp +4.3 pp +4.3 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 26.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.676 198 26.1 2.8% 3 +0.2 pp +0.2 pp +2.8 pp +2.8 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 26.1 3.1% 3 +0.1 pp -0.2 pp +3.1 pp +3.1 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 26.1 1.1% 3 +0.0 pp -0.0 pp +1.1 pp +1.1 pp
☆BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 25.9 1.1% 3 +0.1 pp +0.1 pp +1.1 pp +1.1 pp
☆RED CEDAR INVESTMENT MANAGEMENT, LLC CIK 0001734398 0.751 90 25.6 2.8% 3 -0.1 pp -0.3 pp +2.8 pp +2.8 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 25.5 0.9% 3 +0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 25.2 3.0% 4 +0.1 pp +0.2 pp +0.4 pp +3.0 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 25.0 1.9% 3 +0.1 pp +0.0 pp +1.9 pp +1.9 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 24.9 1.6% 3 +0.0 pp -0.0 pp +1.6 pp +1.6 pp
☆BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 24.9 13.9% 3 -0.1 pp -0.2 pp +13.9 pp +13.9 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 24.2 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 24.1 2.2% 3 +0.1 pp +0.1 pp +2.2 pp +2.2 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 24.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 23.7 3.2% 3 +0.3 pp +0.5 pp +3.2 pp +3.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 23.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 23.5 1.8% 3 +0.3 pp +0.2 pp +1.8 pp +1.8 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 23.2 11.4% 3 +0.5 pp +0.2 pp +11.4 pp +11.4 pp
☆ZynergyRetirementPlanningLLC CIK 0002031137 0.861 26 22.6 14.0% 3 +0.2 pp +0.0 pp +14.0 pp +14.0 pp
☆ACT WEALTH MANAGEMENT, LLC CIK 0001814191 0.808 64 22.3 7.3% 3 -0.1 pp -0.8 pp +7.3 pp +7.3 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 22.2 7.8% 3 -0.6 pp -1.0 pp +7.8 pp +7.8 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 22.1 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 22.0 4.6% 3 +0.1 pp +0.2 pp +4.6 pp +4.6 pp
☆Northeast Financial Group, Inc. CIK 0001965773 0.477 76 21.9 5.5% 3 +0.3 pp -0.7 pp +5.5 pp +5.5 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 20.8 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆FLC Capital Advisors CIK 0001713697 0.549 229 20.7 3.8% 3 +0.3 pp +0.2 pp +3.8 pp +3.8 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 20.7 1.4% 3 +0.0 pp +0.0 pp +1.4 pp +1.4 pp
☆Sylvest Advisors, LLC CIK 0002044121 0.653 78 20.7 11.0% 3 +0.2 pp +0.2 pp +11.0 pp +11.0 pp
☆Noble Family Wealth, LLC CIK 0001976065 0.800 74 20.5 4.3% 3 -0.1 pp -0.1 pp +4.3 pp +4.3 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 20.4 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 20.1 2.8% 3 -0.2 pp -0.2 pp +2.8 pp +2.8 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 19.7 2.9% 3 -0.0 pp -0.1 pp +2.9 pp +2.9 pp
☆Curbstone Financial Management Corp CIK 0001608057 0.354 215 19.6 3.7% 3 +0.2 pp +0.2 pp +3.7 pp +3.7 pp
☆Alliance Wealth Management Group CIK 0001623707 0.630 103 19.5 4.3% 3 +0.0 pp -0.6 pp +4.3 pp +4.3 pp
☆Towercrest Capital Management CIK 0001633288 0.713 110 19.5 3.1% 3 +0.0 pp -0.3 pp +3.1 pp +3.1 pp
☆Boyd Wealth Management, LLC CIK 0001846114 0.522 47 19.5 8.3% 3 +0.5 pp +1.1 pp +8.3 pp +8.3 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 19.4 2.1% 3 -0.0 pp -0.1 pp +2.1 pp +2.1 pp
☆eCIO, Inc. CIK 0001830823 0.330 46 19.3 9.0% 3 +2.5 pp +2.0 pp +9.0 pp +9.0 pp
☆Apriem Advisors CIK 0001425165 0.679 182 19.2 1.8% 3 -0.0 pp -0.4 pp +1.8 pp +1.8 pp
☆Essex LLC CIK 0001889147 0.576 180 19.1 3.4% 3 +0.1 pp -0.0 pp +3.4 pp +3.4 pp
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☆LIBRA WEALTH LLC CIK 0001925385 0.812 70 19.0 5.3% 3 -0.3 pp -0.6 pp +5.3 pp +5.3 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 18.8 1.7% 3 -0.0 pp -0.2 pp +1.7 pp +1.7 pp
☆Broadleaf Partners, LLC CIK 0001712686 0.215 86 18.8 4.0% 3 +0.2 pp +0.2 pp +4.0 pp +4.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 18.5 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 18.5 1.2% 3 +0.0 pp +0.1 pp +1.2 pp +1.2 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 18.3 2.0% 3 -0.1 pp -4.7 pp +2.0 pp +2.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 18.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 18.3 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 18.3 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Invst, LLC CIK 0001867587 0.314 343 18.0 2.0% 3 +0.0 pp +0.2 pp +2.0 pp +2.0 pp
☆Denver PWM, LLC CIK 0001657980 0.608 89 17.9 6.0% 3 +0.4 pp +0.4 pp +6.0 pp +6.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 17.9 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 17.7 0.4% 3 +0.1 pp -0.0 pp +0.4 pp +0.4 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.131 154 17.7 3.7% 3 +0.0 pp +0.0 pp +3.7 pp +3.7 pp
☆KLINGENSTEIN FIELDS & CO LP CIK 0000859872 0.663 195 17.6 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 17.4 1.0% 3 +0.2 pp +0.2 pp +1.0 pp +1.0 pp
☆Sherwood Financial Partners, LLC CIK 0002056427 0.847 8 17.3 14.9% 3 +0.3 pp +0.2 pp +14.9 pp +14.9 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 17.2 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Guardian Financial Partners, LLC CIK 0001723514 0.576 69 17.0 7.2% 3 -0.2 pp -0.5 pp +7.2 pp +7.2 pp
☆SCHWERIN BOYLE CAPITAL MANAGEMENT INC CIK 0000937522 0.597 49 17.0 1.9% 3 +0.1 pp +0.1 pp +1.9 pp +1.9 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 16.9 1.2% 3 +0.0 pp +0.0 pp +1.2 pp +1.2 pp
☆ARBOR TRUST WEALTH ADVISORS, LLC CIK 0001797135 0.351 96 16.8 7.3% 3 +1.9 pp +3.0 pp +7.3 pp +7.3 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 16.5 2.9% 3 -0.1 pp -0.2 pp +2.9 pp +2.9 pp
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☆Certified Advisory Corp CIK 0001731732 0.386 327 16.5 1.5% 3 +0.0 pp +0.1 pp +1.5 pp +1.5 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 16.4 3.0% 4 +0.1 pp +0.1 pp +0.3 pp +3.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 16.4 1.2% 3 +0.1 pp +0.4 pp +1.2 pp +1.2 pp
☆PLANNING ALTERNATIVES LTD /ADV CIK 0000712011 0.898 129 16.2 2.0% 3 +0.0 pp -0.1 pp +2.0 pp +2.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 16.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 16.1 3.2% 3 +0.1 pp +0.3 pp +3.2 pp +3.2 pp
☆Momentous Wealth Management, Inc. CIK 0002055574 0.816 48 15.9 9.0% 3 -0.2 pp -0.1 pp +9.0 pp +9.0 pp
☆RKL Wealth Management LLC CIK 0001604723 0.802 189 15.9 1.3% 3 +0.0 pp -0.0 pp +1.3 pp +1.3 pp
☆Elgethun Capital Management CIK 0001638022 0.537 174 15.8 2.7% 3 +0.2 pp +0.2 pp +2.7 pp +2.7 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 15.7 1.9% 3 +0.2 pp +0.6 pp +1.9 pp +1.9 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 15.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 15.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intergy Private Wealth, LLC CIK 0001911342 0.551 147 15.6 4.7% 3 +0.0 pp +0.1 pp +4.7 pp +4.7 pp
☆Johnson Financial Group, LLC CIK 0001706327 0.913 279 15.5 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 15.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 15.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Envision Financial LLC CIK 0002051355 0.578 48 15.2 8.0% 4 +0.2 pp -0.0 pp -0.1 pp +8.0 pp
☆Seneca Financial Advisors LLC CIK 0002082922 0.759 66 15.0 4.6% 5 +0.3 pp -0.1 pp -0.5 pp -0.1 pp
☆Hanson & Doremus Investment Management CIK 0001393944 0.721 484 15.0 1.8% 3 -0.0 pp -0.1 pp +1.8 pp +1.8 pp
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☆Freestate Advisors LLC CIK 0001660328 0.717 42 14.7 11.9% 3 -0.1 pp -0.9 pp +11.9 pp +11.9 pp
☆MYECFO, LLC CIK 0001986457 0.711 73 14.4 6.1% 3 -0.4 pp -0.7 pp +6.1 pp +6.1 pp
☆Brooklyn FI, LLC CIK 0001916123 0.652 434 14.0 3.0% 3 +0.3 pp -0.0 pp +3.0 pp +3.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 13.9 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Powers Advisory Group, LLC CIK 0001927474 0.567 130 13.8 5.2% 3 +0.1 pp +0.3 pp +5.2 pp +5.2 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 13.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 13.7 2.2% 3 +0.1 pp +0.1 pp +2.2 pp +2.2 pp
☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 13.6 19.8% 3 +10.2 pp +10.9 pp +19.8 pp +19.8 pp
☆VALICENTI ADVISORY SERVICES INC CIK 0001080201 0.492 83 13.5 2.8% 3 +0.7 pp +2.0 pp +2.8 pp +2.8 pp
☆Sightline Wealth Advisors, LLC CIK 0001841979 0.582 93 13.5 5.8% 3 +0.1 pp -0.0 pp +5.8 pp +5.8 pp
☆CCG WEALTH MANAGEMENT, LLC CIK 0001771169 0.508 149 13.5 5.8% 3 -0.5 pp -0.8 pp +5.8 pp +5.8 pp
☆POWER WEALTH MANAGEMENT LLC CIK 0002001039 0.557 117 13.4 4.7% 3 -0.0 pp +0.0 pp +4.7 pp +4.7 pp
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☆Holistic Financial Partners CIK 0001729304 0.166 120 13.3 4.8% 3 -0.3 pp -0.3 pp +4.8 pp +4.8 pp
☆Creekside Partners CIK 0002035951 0.343 193 13.2 5.6% 3 +0.1 pp +0.1 pp +5.6 pp +5.6 pp
☆TPG Advisors LLC CIK 0002033388 0.435 115 13.1 8.2% 3 +0.1 pp +0.3 pp +8.2 pp +8.2 pp
☆Brightwater Advisory LLC CIK 0002034566 0.450 59 13.1 8.9% 3 +0.2 pp +0.5 pp +8.9 pp +8.9 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 12.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Leeward Financial Partners, LLC CIK 0001735201 0.409 108 12.8 3.6% 3 +0.1 pp -0.1 pp +3.6 pp +3.6 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 12.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 12.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp -0.1 pp
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☆Zhang Financial LLC CIK 0001776290 0.816 392 12.5 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 12.2 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 12.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 12.1 1.6% 3 +0.0 pp +0.1 pp +1.6 pp +1.6 pp
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☆Jacobsen Capital Management CIK 0001782491 0.692 126 11.6 3.8% 3 +0.1 pp +0.4 pp +3.8 pp +3.8 pp
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☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 11.3 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
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☆Fairway Financial, LLC CIK 0001921009 0.690 23 11.1 8.3% 3 +0.3 pp +0.3 pp +8.3 pp +8.3 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 11.0 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
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☆CONQUIS FINANCIAL LLC CIK 0002052436 0.819 54 10.6 9.1% 3 -0.2 pp +0.0 pp +9.1 pp +9.1 pp
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☆Compass Advisory Group LLC CIK 0001720292 0.720 89 9.8 2.6% 3 +0.1 pp -0.1 pp +2.6 pp +2.6 pp
☆Chesapeake Wealth Management CIK 0001730383 0.355 168 9.6 2.9% 3 +0.0 pp +0.0 pp +2.9 pp +2.9 pp
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☆CX Institutional CIK 0001737089 0.437 1568 9.5 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
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☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 8.9 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
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☆MA Private Wealth CIK 0001767474 0.750 88 8.4 1.4% 3 +0.1 pp +0.1 pp +1.4 pp +1.4 pp
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☆MBE Wealth Management, LLC CIK 0001775850 0.493 170 2.8 1.2% 3 +0.0 pp -0.1 pp +1.2 pp +1.2 pp
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☆VERITY Wealth Advisors CIK 0001763138 0.612 81 2.6 1.6% 3 +0.0 pp +0.0 pp +1.6 pp +1.6 pp
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☆BSW Wealth Partners CIK 0001512601 0.641 331 2.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
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☆American Financial Advisors, LLC CIK 0001767898 0.654 169 2.5 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆PFG Advisors CIK 0001694435 0.248 791 2.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 2.4 1.8% 3 -0.0 pp -0.1 pp +1.8 pp +1.8 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 2.4 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆True North Advisors, LLC CIK 0001634556 0.493 291 2.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆KILEY JUERGENS WEALTH MANAGEMENT, LLC CIK 0001723223 0.549 241 2.0 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 2.0 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 2.0 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
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☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMI INVESTMENT MANAGEMENT INC CIK 0001122241 0.599 78 1.9 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
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☆Blue Investment Partners LLC CIK 0001958029 0.500 52 0.0 0.0% 0 +0.0 pp -0.5 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
☆ARBOR CAPITAL MANAGEMENT INC /ADV CIK 0001027570 0.100 87 0.0 0.0% 0 -0.9 pp -0.8 pp +0.0 pp +0.0 pp
☆JFG Wealth Management, LLC CIK 0001766972 0.899 67 0.0 0.0% 0 -0.7 pp -0.7 pp +0.0 pp +0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.694 863 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
☆Clarius Group, LLC CIK 0001664214 0.831 384 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +0.0 pp -0.0 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
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 -1.3 pp -1.3 pp +0.0 pp +0.0 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.534 117 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 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 -12.9 pp +0.0 pp +0.0 pp +0.0 pp
☆ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.372 173 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
☆Edgestream Partners, L.P. CIK 0001535061 0.020 936 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 -0.2 pp +0.0 pp +0.0 pp
☆DOHJ, LLC CIK 0001801881 0.000 0 0.0 0.0% 0 +0.0 pp -1.9 pp +0.0 pp +0.0 pp
☆Rede Wealth, LLC CIK 0001842054 0.714 117 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 -0.1 pp -0.1 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
☆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
☆Burt Wealth Advisors CIK 0001612041 0.539 115 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Parkside Advisors LLC CIK 0001585550 0.762 89 0.0 0.0% 0 +0.0 pp -0.1 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 +0.0 pp +0.0 pp +0.0 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 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
☆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
☆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
☆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
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 -1.6 pp -1.6 pp +0.0 pp +0.0 pp
☆Econ Financial Services Corp CIK 0001659718 0.021 72 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆Peak Retirement Planning, Inc. CIK 0002056697 0.196 194 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 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
☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 +0.0 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
☆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
☆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
☆Paulson Wealth Management Inc. CIK 0001731878 0.693 146 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆West Oak Capital, LLC CIK 0001387399 0.631 279 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
☆Cutler Capital Management, LLC CIK 0001353098 0.288 124 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
☆MARSHALL FINANCIAL GROUP INC /ADV CIK 0000701189 0.768 53 0.0 0.0% 0 -4.1 pp -4.2 pp +0.0 pp +0.0 pp
☆Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 -1.3 pp -7.3 pp +0.0 pp +0.0 pp
☆LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE CIK 0001013701 0.443 59 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ABC ARBITRAGE SA CIK 0002049221 0.044 381 0.0 0.0% 0 -0.1 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 -0.7 pp +0.0 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆True Freedom Investing, LLC CIK 0002096483 0.916 97 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.159 104 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealth Advisors Northwest LLC CIK 0002053892 0.733 65 0.0 0.0% 0 -0.1 pp -0.1 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 -8.2 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
☆One Day In July LLC CIK 0001823172 0.854 167 0.0 0.0% 0 -0.0 pp +0.0 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 -2.2 pp +0.0 pp +0.0 pp
☆Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Family Firm, Inc. CIK 0001602603 0.390 87 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Davies Financial Advisors, Inc. CIK 0002020296 0.000 1 0.0 0.0% 0 -0.2 pp -0.2 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
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Murphy, Middleton, Hinkle & Parker, Inc. CIK 0001730521 0.280 140 0.0 0.0% 0 -0.5 pp -0.4 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 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
☆Park Edge Advisors, LLC CIK 0001965659 0.444 149 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 -0.1 pp -0.4 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
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 -0.7 pp -0.6 pp +0.0 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 -5.3 pp -6.4 pp +0.0 pp +0.0 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 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 -0.8 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
☆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
☆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
☆Westshore Wealth, LLC CIK 0001806366 0.670 107 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆AHL INVESTMENT MANAGEMENT, INC. CIK 0001908425 0.302 68 0.0 0.0% 0 -2.3 pp -2.2 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.1 pp -0.1 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
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 0 -0.2 pp -0.2 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
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 -1.1 pp -1.1 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
☆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
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 +0.0 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 -0.6 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
☆Hillcrest Wealth Advisors - NY, LLC CIK 0001767121 0.744 56 0.0 0.0% 0 -0.1 pp -0.1 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 -0.2 pp +0.0 pp +0.0 pp
☆Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 -2.4 pp -2.3 pp +0.0 pp +0.0 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
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -4.4 pp -5.3 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
☆David Wealth Management LLC CIK 0002042337 0.705 55 0.0 0.0% 0 +0.0 pp -0.6 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 (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