Signals

← Signals

☆SCHF

1764 in-universe funds with a nonzero position in SCHF within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#373
Score / z0.589 / 0.51
Consensus549.15 over 1024 funds
Momentumno 12m return

Price & positioning

248 cached closes, trailing year
Drawdownno history
Short interest+100% / 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 4,596.0 11.9% 4 +0.2 pp -0.1 pp -0.2 pp +11.9 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 3,776.1 7.7% 4 +0.5 pp +0.7 pp +0.6 pp +7.7 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 2,879.4 6.3% 5 +0.3 pp +0.3 pp +0.1 pp +0.8 pp
☆Creative Planning CIK 0001540235 0.979 4196 1,166.6 0.8% 4 +0.1 pp +0.1 pp +0.0 pp +0.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 524.5 0.6% 4 +0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 473.7 0.7% 4 +0.0 pp -0.1 pp -0.3 pp +0.7 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 383.8 5.3% 4 +0.5 pp +0.7 pp +1.0 pp +5.3 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 312.4 0.4% 4 -0.0 pp -0.0 pp +0.0 pp +0.4 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 309.1 3.3% 4 +0.1 pp +0.1 pp +0.1 pp +3.3 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 302.2 2.4% 4 +0.3 pp -0.3 pp -0.3 pp +2.4 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 301.3 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 247.2 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Orgel Wealth Management, LLC CIK 0001658535 0.871 113 232.9 5.0% 4 +0.3 pp +0.4 pp +0.5 pp +5.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 220.3 0.3% 4 -0.0 pp -0.0 pp -0.2 pp +0.3 pp
☆McAdam, LLC CIK 0001695490 0.802 516 208.1 9.4% 4 +0.5 pp +1.0 pp +1.4 pp +9.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 201.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 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 185.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 181.1 5.0% 4 +0.1 pp +0.5 pp +0.6 pp +5.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 173.4 0.8% 4 +0.1 pp +0.2 pp +0.2 pp +0.8 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 171.1 7.1% 4 +0.1 pp +0.3 pp -0.0 pp +7.1 pp
☆REBALANCE, LLC CIK 0001811052 0.941 103 170.9 9.9% 4 +0.2 pp +0.8 pp +0.7 pp +9.9 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 170.7 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 163.7 6.0% 4 +0.6 pp +0.2 pp -0.1 pp +6.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 162.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 158.5 0.2% 1 +0.2 pp +0.1 pp +0.0 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 154.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 150.9 11.9% 4 +0.9 pp +1.5 pp +2.4 pp +11.9 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 144.7 12.2% 4 +0.2 pp +0.4 pp +0.2 pp +12.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 144.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 140.1 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 136.9 4.2% 4 -0.3 pp +0.2 pp +0.1 pp +4.2 pp
☆FMR LLC CIK 0000315066 0.989 5571 133.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 113.3 0.9% 4 +0.0 pp +0.0 pp -0.3 pp +0.9 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 112.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 109.6 1.3% 4 -0.4 pp -0.6 pp -0.7 pp +1.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 103.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 101.9 2.8% 4 -0.1 pp -0.1 pp -0.1 pp +2.8 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 100.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 89.4 7.7% 4 +0.2 pp +0.3 pp +0.0 pp +7.7 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 88.2 0.9% 4 -0.2 pp -0.2 pp -0.2 pp +0.9 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 87.5 1.1% 4 +0.2 pp +0.2 pp +0.2 pp +1.1 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 86.2 5.6% 4 +0.0 pp +0.2 pp +0.3 pp +5.6 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 80.7 1.9% 4 +0.0 pp -1.1 pp -1.3 pp +1.9 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 80.5 1.8% 4 -0.0 pp -0.1 pp -0.2 pp +1.8 pp
☆CWM, LLC CIK 0001535847 0.788 5645 79.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 78.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 77.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 77.4 0.4% 4 -0.1 pp -0.1 pp +0.0 pp +0.4 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 77.0 4.0% 4 +0.0 pp +0.1 pp +0.0 pp +4.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 73.2 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 69.5 8.6% 4 +0.5 pp +1.6 pp +2.1 pp +8.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 67.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 65.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 63.4 0.5% 4 +0.2 pp +0.2 pp +0.2 pp +0.5 pp
☆Evergreen Advisors, LLC CIK 0001762294 0.919 31 61.2 14.4% 2 -0.0 pp +14.4 pp +0.2 pp +14.4 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 60.1 6.7% 4 -2.4 pp -2.0 pp -2.3 pp +6.7 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 58.9 0.4% 4 +0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Riverpoint Wealth Management Holdings, LLC CIK 0001682733 0.858 61 57.6 12.3% 4 +0.2 pp +0.6 pp +0.4 pp +12.3 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 55.0 0.9% 5 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 54.7 10.5% 4 +0.5 pp +0.4 pp +0.6 pp +10.5 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 50.6 0.8% 4 +0.3 pp +0.1 pp +0.1 pp +0.8 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 50.2 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
☆Matrix Trust Co CIK 0001784277 0.681 101 49.9 8.3% 4 +0.3 pp +1.2 pp +1.1 pp +8.3 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 47.2 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 46.8 2.3% 4 -0.1 pp -0.5 pp +2.2 pp +2.3 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 46.6 1.9% 4 +0.1 pp +0.3 pp +0.4 pp +1.9 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 46.3 2.0% 4 +0.1 pp +0.3 pp +0.3 pp +2.0 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 45.9 5.7% 4 -0.3 pp -0.2 pp -2.3 pp +5.7 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 45.7 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 44.9 2.2% 4 +0.1 pp -0.1 pp -0.1 pp +2.2 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 44.5 0.7% 4 -0.2 pp -0.2 pp -0.2 pp +0.7 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 43.0 0.8% 4 -0.0 pp -0.1 pp -0.2 pp +0.8 pp
☆Pacific Sage Partners, LLC CIK 0001936845 0.773 126 41.4 6.5% 4 +0.3 pp +0.2 pp -0.8 pp +6.5 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 40.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 40.1 5.6% 4 +0.2 pp -0.1 pp -0.1 pp +5.6 pp
☆BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 38.7 5.0% 4 +0.6 pp +0.7 pp +0.6 pp +5.0 pp
☆Payne Capital Management, LLC CIK 0001994332 0.664 88 38.1 11.5% 5 -0.0 pp +0.3 pp -0.2 pp -0.1 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 36.7 4.6% 4 -0.2 pp +0.2 pp +0.4 pp +4.6 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 36.4 8.4% 4 +1.7 pp +2.6 pp +2.6 pp +8.4 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 35.0 0.6% 4 +0.0 pp +0.4 pp +0.3 pp +0.6 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 35.0 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Persium Advisors, LLC CIK 0002033683 0.517 69 34.0 26.8% 4 +2.3 pp +3.1 pp +2.9 pp +26.8 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 32.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.787 111 32.3 6.9% 4 +0.3 pp +0.3 pp +0.5 pp +6.9 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 31.8 1.3% 4 +0.0 pp +0.1 pp +0.1 pp +1.3 pp
☆LCW Services, LLC CIK 0002110690 0.770 40 31.7 15.8% 1 +15.8 pp +15.8 pp +15.8 pp +15.8 pp
☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 31.3 4.0% 4 +0.8 pp +1.1 pp +1.2 pp +4.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 31.2 1.0% 4 -0.2 pp -0.2 pp -0.3 pp +1.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 31.1 1.0% 4 -0.0 pp -0.2 pp -0.7 pp +1.0 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 30.9 2.5% 4 +0.1 pp +0.0 pp -0.0 pp +2.5 pp
☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 30.7 8.7% 4 -0.4 pp -0.3 pp -0.6 pp +8.7 pp
☆PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 30.6 2.8% 4 -0.5 pp -0.5 pp -0.6 pp +2.8 pp
☆BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 30.1 1.3% 4 +0.2 pp +0.3 pp +0.3 pp +1.3 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 30.0 8.7% 4 +0.6 pp +0.9 pp +0.7 pp +8.7 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 29.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 29.3 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 29.2 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 29.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SUMMIT WEALTH & RETIREMENT PLANNING, INC. CIK 0001766995 0.761 113 28.6 6.8% 4 -1.6 pp -1.4 pp -0.7 pp +6.8 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 28.4 11.9% 4 +0.2 pp +0.4 pp +0.1 pp +11.9 pp
☆Boltwood Capital Management CIK 0001563690 0.369 192 28.4 7.2% 4 +0.1 pp +0.1 pp +0.0 pp +7.2 pp
☆KEYVANTAGE WEALTH, LLC CIK 0002050555 0.472 95 28.1 12.4% 4 +1.0 pp +1.9 pp +1.8 pp +12.4 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 28.0 0.5% 4 -0.0 pp -0.0 pp +0.0 pp +0.5 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.676 198 27.8 3.0% 4 +0.3 pp +0.5 pp +0.5 pp +3.0 pp
☆WEALTH MANAGEMENT RESOURCES, INC. CIK 0001063516 0.712 31 27.6 9.6% 4 +0.2 pp +3.9 pp +4.0 pp +9.6 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 27.3 1.1% 4 +0.0 pp +0.1 pp +0.0 pp +1.1 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 27.1 0.9% 4 -0.0 pp -0.0 pp -0.0 pp +0.9 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 27.0 2.0% 4 +0.1 pp +0.2 pp +0.1 pp +2.0 pp
☆RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 27.0 4.4% 4 +0.0 pp +0.1 pp -0.4 pp +4.4 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 26.6 3.1% 4 -0.0 pp +0.0 pp -0.2 pp +3.1 pp
☆Benchmark Financial Wealth Advisors, LLC CIK 0001757706 0.471 145 26.5 7.3% 4 -0.3 pp -0.5 pp -1.8 pp +7.3 pp
☆RED CEDAR INVESTMENT MANAGEMENT, LLC CIK 0001734398 0.751 90 26.4 2.7% 4 -0.0 pp -0.1 pp -0.3 pp +2.7 pp
☆BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 26.2 14.3% 4 +0.4 pp +0.3 pp +0.2 pp +14.3 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 26.0 3.4% 5 +0.4 pp +0.5 pp +0.6 pp +0.8 pp
☆eCIO, Inc. CIK 0001830823 0.330 46 25.9 11.4% 4 +2.4 pp +4.9 pp +4.4 pp +11.4 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 25.2 1.4% 4 -0.2 pp -0.2 pp -0.2 pp +1.4 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 25.2 1.9% 4 -0.4 pp -0.3 pp -0.2 pp +1.9 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 24.7 0.9% 4 +0.2 pp +0.2 pp +0.2 pp +0.9 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 24.7 1.8% 4 +0.0 pp +0.3 pp +0.2 pp +1.8 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 23.9 2.7% 4 +1.2 pp +1.1 pp -0.0 pp +2.7 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 23.9 1.7% 4 +0.5 pp +0.6 pp +0.9 pp +1.7 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 23.8 11.6% 4 +0.2 pp +0.7 pp +0.4 pp +11.6 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 23.7 3.1% 4 +0.3 pp +0.1 pp +0.1 pp +3.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 23.6 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 23.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ZynergyRetirementPlanningLLC CIK 0002031137 0.861 26 23.0 13.9% 4 -0.0 pp +0.1 pp -0.0 pp +13.9 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 22.9 4.7% 4 +0.1 pp +0.2 pp +0.4 pp +4.7 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 22.8 0.1% 4 -0.1 pp -0.1 pp -0.2 pp +0.1 pp
☆ACT WEALTH MANAGEMENT, LLC CIK 0001814191 0.808 64 22.7 7.6% 4 +0.3 pp +0.2 pp -0.5 pp +7.6 pp
☆Cornerstone Wealth Advisors, Inc. CIK 0001862176 0.876 55 22.6 5.2% 4 +0.8 pp +1.2 pp +1.7 pp +5.2 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 22.2 7.8% 4 +0.0 pp -0.6 pp -1.0 pp +7.8 pp
☆FLC Capital Advisors CIK 0001713697 0.549 229 22.0 4.0% 4 +0.2 pp +0.4 pp +0.3 pp +4.0 pp
☆Broadleaf Partners, LLC CIK 0001712686 0.215 86 21.7 5.0% 4 +1.1 pp +1.3 pp +1.3 pp +5.0 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 21.6 1.4% 4 +0.2 pp +0.2 pp +0.3 pp +1.4 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 21.4 1.5% 4 +0.1 pp +0.1 pp +0.2 pp +1.5 pp
☆Sylvest Advisors, LLC CIK 0002044121 0.653 78 21.4 11.4% 4 +0.3 pp +0.5 pp +0.5 pp +11.4 pp
☆Noble Family Wealth, LLC CIK 0001976065 0.800 74 21.3 4.4% 4 +0.1 pp +0.0 pp -0.0 pp +4.4 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 21.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 21.2 2.8% 4 -0.1 pp -0.2 pp -0.2 pp +2.8 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 20.9 0.3% 4 -0.1 pp -0.0 pp -0.1 pp +0.3 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 20.6 2.3% 4 +0.2 pp +0.1 pp +0.0 pp +2.3 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 20.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Curbstone Financial Management Corp CIK 0001608057 0.354 215 20.3 3.9% 4 +0.1 pp +0.4 pp +0.3 pp +3.9 pp
☆Boyd Wealth Management, LLC CIK 0001846114 0.522 47 20.2 8.5% 4 +0.3 pp +0.8 pp +1.4 pp +8.5 pp
☆Northeast Financial Group, Inc. CIK 0001965773 0.477 76 20.1 5.3% 4 -0.1 pp +0.1 pp -0.8 pp +5.3 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 20.1 0.5% 4 +0.4 pp +0.3 pp +0.3 pp +0.5 pp
☆Essex LLC CIK 0001889147 0.576 180 19.9 3.5% 4 +0.1 pp +0.2 pp +0.1 pp +3.5 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 19.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alliance Wealth Management Group CIK 0001623707 0.630 103 19.5 4.3% 4 -0.0 pp +0.0 pp -0.6 pp +4.3 pp
☆Towercrest Capital Management CIK 0001633288 0.713 110 19.5 3.0% 4 -0.0 pp -0.0 pp -0.3 pp +3.0 pp
☆Downshift Financial, LLC CIK 0002118380 0.484 660 19.4 10.1% 1 +10.1 pp +10.1 pp +10.1 pp +10.1 pp
☆NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 19.1 0.8% 4 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 19.0 0.4% 4 -0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 18.7 1.7% 4 +0.2 pp +0.2 pp +0.2 pp +1.7 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 18.7 0.1% 2 -0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 18.6 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 18.5 2.0% 4 +0.0 pp -0.1 pp -4.7 pp +2.0 pp
☆Apriem Advisors CIK 0001425165 0.679 182 18.5 1.8% 4 +0.0 pp -0.0 pp -0.4 pp +1.8 pp
☆Invst, LLC CIK 0001867587 0.314 343 18.5 2.1% 4 +0.1 pp +0.2 pp +0.4 pp +2.1 pp
☆LIBRA WEALTH LLC CIK 0001925385 0.812 70 18.4 5.2% 4 -0.1 pp -0.4 pp -0.7 pp +5.2 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 18.4 3.9% 4 +0.1 pp +0.2 pp +0.2 pp +3.9 pp
☆Serenity Investment Advisors CIK 0002105389 0.696 76 18.4 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 17.9 1.3% 4 +0.1 pp +0.1 pp +0.1 pp +1.3 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 17.8 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Ascension Capital Advisors, Inc. CIK 0001689227 0.779 97 17.8 5.6% 4 -0.1 pp +2.0 pp +1.9 pp +5.6 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 17.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ARBOR TRUST WEALTH ADVISORS, LLC CIK 0001797135 0.351 96 17.3 7.6% 4 +0.3 pp +2.2 pp +3.3 pp +7.6 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 17.2 1.0% 4 -0.0 pp +0.1 pp +0.2 pp +1.0 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 17.1 3.0% 5 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Sherwood Financial Partners, LLC CIK 0002056427 0.847 8 17.1 15.1% 4 +0.2 pp +0.4 pp +0.3 pp +15.1 pp
☆KLINGENSTEIN FIELDS & CO LP CIK 0000859872 0.663 195 17.1 0.7% 4 +0.0 pp +0.0 pp +0.0 pp +0.7 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 16.9 6.7% 4 -0.3 pp -0.3 pp -0.8 pp +6.7 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 16.9 0.5% 4 +0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Elgethun Capital Management CIK 0001638022 0.537 174 16.8 2.8% 4 +0.1 pp +0.2 pp +0.3 pp +2.8 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 16.7 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 16.6 3.4% 4 +0.2 pp +0.4 pp +0.6 pp +3.4 pp
☆L2 Asset Management, LLC CIK 0001686988 0.111 411 16.6 1.6% 4 +0.7 pp +1.0 pp +1.1 pp +1.6 pp
☆PLANNING ALTERNATIVES LTD /ADV CIK 0000712011 0.898 129 16.5 2.1% 4 +0.1 pp +0.1 pp +0.0 pp +2.1 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 16.5 3.4% 4 +0.2 pp -0.1 pp +0.3 pp +3.4 pp
☆Guardian Financial Partners, LLC CIK 0001723514 0.576 69 16.4 6.9% 4 -0.3 pp -0.5 pp -0.7 pp +6.9 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 16.3 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Johnson Financial Group, LLC CIK 0001706327 0.913 279 16.0 1.1% 4 +0.1 pp -0.0 pp +0.0 pp +1.1 pp
☆Intergy Private Wealth, LLC CIK 0001911342 0.551 147 15.9 4.7% 4 -0.0 pp +0.0 pp +0.0 pp +4.7 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 15.7 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆SCHWERIN BOYLE CAPITAL MANAGEMENT INC CIK 0000937522 0.597 49 15.7 2.0% 4 +0.1 pp +0.2 pp +0.2 pp +2.0 pp
☆CCG WEALTH MANAGEMENT, LLC CIK 0001771169 0.508 149 15.5 4.2% 4 -1.6 pp -2.0 pp -2.3 pp +4.2 pp
☆Momentous Wealth Management, Inc. CIK 0002055574 0.816 48 15.5 8.8% 4 -0.2 pp -0.4 pp -0.3 pp +8.8 pp
☆Hanson & Doremus Investment Management CIK 0001393944 0.721 484 15.4 1.8% 4 -0.0 pp -0.1 pp -0.2 pp +1.8 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 15.3 2.0% 4 +0.1 pp +0.3 pp +0.7 pp +2.0 pp
☆Envision Financial LLC CIK 0002051355 0.578 48 15.3 8.2% 5 +0.2 pp +0.4 pp +0.2 pp +0.1 pp
☆Brooklyn FI, LLC CIK 0001916123 0.652 434 15.2 3.2% 4 +0.2 pp +0.5 pp +0.2 pp +3.2 pp
☆RKL Wealth Management LLC CIK 0001604723 0.802 189 15.0 1.3% 4 +0.0 pp +0.1 pp +0.0 pp +1.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 14.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Freestate Advisors LLC CIK 0001660328 0.717 42 14.8 11.9% 4 -0.1 pp -0.1 pp -0.9 pp +11.9 pp
☆Powers Advisory Group, LLC CIK 0001927474 0.567 130 14.8 5.2% 4 +0.0 pp +0.1 pp +0.3 pp +5.2 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 14.6 0.3% 4 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 14.6 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆MYECFO, LLC CIK 0001986457 0.711 73 14.5 6.1% 4 -0.0 pp -0.4 pp -0.7 pp +6.1 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 14.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 14.4 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 14.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 14.2 3.7% 4 -0.1 pp -0.2 pp -0.6 pp +3.7 pp
☆Seneca Financial Advisors LLC CIK 0002082922 0.759 66 14.2 4.2% 6 -0.4 pp -0.2 pp -0.5 pp -1.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 14.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 14.1 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆POWER WEALTH MANAGEMENT LLC CIK 0002001039 0.557 117 14.1 5.3% 4 +0.5 pp +0.5 pp +0.6 pp +5.3 pp
☆Denver PWM, LLC CIK 0001657980 0.608 89 14.0 4.8% 4 -1.2 pp -0.8 pp -0.8 pp +4.8 pp
☆Brightwater Advisory LLC CIK 0002034566 0.450 59 13.9 9.2% 4 +0.3 pp +0.6 pp +0.8 pp +9.2 pp
☆Sightline Wealth Advisors, LLC CIK 0001841979 0.582 93 13.9 5.9% 4 +0.1 pp +0.2 pp +0.1 pp +5.9 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 13.8 2.2% 4 -0.0 pp +0.1 pp +0.1 pp +2.2 pp
☆Holistic Financial Partners CIK 0001729304 0.166 120 13.8 5.1% 4 +0.3 pp +0.1 pp -0.0 pp +5.1 pp
☆TPG Advisors LLC CIK 0002033388 0.435 115 13.7 8.5% 4 +0.3 pp +0.4 pp +0.6 pp +8.5 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 13.5 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 13.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creekside Partners CIK 0002035951 0.343 193 13.0 5.3% 4 -0.2 pp -0.2 pp -0.2 pp +5.3 pp
☆Leeward Financial Partners, LLC CIK 0001735201 0.409 108 12.9 3.8% 4 +0.2 pp +0.3 pp +0.2 pp +3.8 pp
☆Signet Investment Advisory Group, Inc. CIK 0001766328 0.276 73 12.8 5.9% 4 +0.0 pp +0.1 pp -0.0 pp +5.9 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 12.8 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 12.7 3.5% 3 +1.3 pp +1.4 pp +3.5 pp +3.5 pp
☆Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 0.746 148 12.6 2.1% 4 +0.2 pp +0.0 pp -0.2 pp +2.1 pp
☆White & Co Financial Planning Inc CIK 0002039300 0.789 20 12.6 8.9% 4 -0.5 pp -0.3 pp -0.5 pp +8.9 pp
☆Fort Vancouver Investment Management, LLC CIK 0002032698 0.767 62 12.6 6.4% 4 +0.0 pp -0.0 pp -1.1 pp +6.4 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 12.5 1.7% 4 +0.1 pp +0.1 pp +0.2 pp +1.7 pp
☆Gleason Group, Inc. CIK 0001822632 0.921 449 12.5 1.2% 4 +0.0 pp +0.2 pp +0.2 pp +1.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 12.4 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 12.2 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 12.1 0.8% 4 +0.0 pp -0.0 pp -0.0 pp +0.8 pp
☆Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 12.1 5.2% 4 +0.2 pp +0.2 pp +0.1 pp +5.2 pp
☆Livet Wealth, LLC CIK 0002111409 0.406 122 11.9 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆Roberts Wealth Advisors, LLC CIK 0001885319 0.460 111 11.8 3.0% 4 +0.2 pp +0.5 pp +0.5 pp +3.0 pp
☆CONQUIS FINANCIAL LLC CIK 0002052436 0.819 54 11.7 9.7% 4 +0.6 pp +0.3 pp +0.6 pp +9.7 pp
☆Seros Financial, LLC CIK 0002039918 0.494 66 11.6 7.4% 3 +0.7 pp +1.2 pp +7.4 pp +7.4 pp
☆Capital Advantage, Inc. CIK 0001628896 0.497 150 11.6 1.5% 4 +0.1 pp +0.2 pp +0.4 pp +1.5 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 11.5 0.2% 4 +0.1 pp +0.0 pp +0.0 pp +0.2 pp
☆Compass Advisory Group LLC CIK 0001720292 0.720 89 11.5 3.1% 4 +0.4 pp +0.5 pp +0.3 pp +3.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 11.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 11.3 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 11.3 1.9% 4 -1.0 pp -1.1 pp -1.2 pp +1.9 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 11.2 1.1% 4 +0.1 pp +0.1 pp +0.1 pp +1.1 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 11.2 8.2% 4 +0.2 pp -0.0 pp -0.0 pp +8.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 11.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 11.1 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Jacobsen Capital Management CIK 0001782491 0.692 126 11.0 3.7% 4 -0.1 pp -0.0 pp +0.4 pp +3.7 pp
☆Fairway Financial, LLC CIK 0001921009 0.690 23 10.8 8.2% 4 -0.1 pp +0.2 pp +0.1 pp +8.2 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 10.8 2.8% 4 +0.0 pp -0.0 pp -0.3 pp +2.8 pp
☆Vision Capital Management, Inc. CIK 0001417889 0.704 156 10.7 1.4% 4 +0.1 pp +0.1 pp +0.0 pp +1.4 pp
☆SGL Investment Advisors, Inc. CIK 0002043186 0.226 131 10.7 4.0% 4 +3.2 pp +3.3 pp +3.4 pp +4.0 pp
☆HILL ISLAND FINANCIAL LLC CIK 0001909798 0.767 93 10.7 2.6% 4 +0.0 pp -0.1 pp -0.2 pp +2.6 pp
☆Arnold Financial Planning LLC CIK 0002107020 0.570 41 10.6 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
☆Capital Investment Counsel, LLC CIK 0002033609 0.304 152 10.6 1.5% 4 +0.1 pp +0.1 pp +0.1 pp +1.5 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 10.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 10.4 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 10.2 0.2% 4 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 10.1 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Chesapeake Wealth Management CIK 0001730383 0.355 168 10.0 3.1% 4 +0.2 pp +0.2 pp +0.2 pp +3.1 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 9.9 1.3% 4 -0.2 pp -0.3 pp -0.4 pp +1.3 pp
☆FAGAN ASSOCIATES, INC. CIK 0001607866 0.534 137 9.9 1.4% 4 +1.2 pp +1.2 pp +1.2 pp +1.4 pp
☆CX Institutional CIK 0001737089 0.437 1568 9.8 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 9.7 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Sage Financial Management Group, Inc. CIK 0001762086 0.795 61 9.6 3.0% 4 +0.1 pp +0.1 pp -0.0 pp +3.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 9.6 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Barden Capital Management, Inc. CIK 0001906798 0.195 53 9.6 8.2% 4 +0.7 pp +1.3 pp +1.1 pp +8.2 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 9.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 9.5 0.5% 2 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆James J. Burns & Company, LLC CIK 0001949059 0.674 163 9.4 1.3% 4 -0.0 pp -0.1 pp -0.1 pp +1.3 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 9.4 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Peak Wealth Management LLC CIK 0002094948 0.328 59 9.3 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆Prota Financial, LLC CIK 0002126257 0.258 70 9.3 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 9.3 1.3% 4 -0.0 pp -0.0 pp -0.1 pp +1.3 pp
☆Athena Investment Management CIK 0001921093 0.240 132 9.3 4.8% 4 +0.2 pp +0.3 pp +0.2 pp +4.8 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 9.2 0.4% 4 -0.0 pp -0.0 pp +0.0 pp +0.4 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 9.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Thrive Wealth Management, LLC CIK 0001847610 0.785 254 9.1 1.4% 4 +0.1 pp +0.3 pp +0.3 pp +1.4 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 9.1 0.9% 4 +0.0 pp -0.0 pp -0.1 pp +0.9 pp
☆CFG Wealth Management Services, Inc. CIK 0002133547 0.527 80 9.1 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 9.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 9.0 0.6% 4 +0.1 pp +0.2 pp +0.1 pp +0.6 pp
☆Winthrop Capital Management, LLC CIK 0002010657 0.431 351 9.0 2.3% 4 +0.3 pp +0.4 pp +0.4 pp +2.3 pp
☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 9.0 2.6% 4 -0.0 pp +0.4 pp +0.6 pp +2.6 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 8.9 0.7% 4 +0.1 pp -0.1 pp -0.2 pp +0.7 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 8.8 0.5% 4 +0.0 pp +0.1 pp +0.0 pp +0.5 pp
☆St. Clair Advisors, LLC CIK 0002056292 0.645 78 8.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 8.7 1.1% 4 +0.1 pp +0.1 pp +0.1 pp +1.1 pp
☆First National Bank of Mount Dora, Trust Investment Services CIK 0001423045 0.336 126 8.6 1.9% 4 -0.4 pp -0.3 pp -0.3 pp +1.9 pp
☆Firestone Capital Management CIK 0001799964 0.602 168 8.6 1.8% 4 +0.0 pp +0.1 pp +0.1 pp +1.8 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 8.6 0.7% 4 -0.0 pp -0.1 pp -0.2 pp +0.7 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 8.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 8.5 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 8.5 1.8% 4 +0.1 pp +0.1 pp +0.1 pp +1.8 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 8.5 1.3% 4 +0.1 pp +0.1 pp +0.0 pp +1.3 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 8.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BLUE SQUARE ASSET MANAGEMENT, LLC CIK 0001769578 0.397 74 8.4 4.0% 4 +0.9 pp +0.3 pp +0.3 pp +4.0 pp
☆Trinity Financial Advisors LLC CIK 0001809574 0.677 95 8.4 2.4% 4 -0.1 pp -0.1 pp +0.0 pp +2.4 pp
☆Davis Capital Management CIK 0001811806 0.306 1270 8.4 5.7% 3 +0.4 pp +0.6 pp +5.7 pp +5.7 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 8.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 8.3 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 8.3 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆Wealth Architects, LLC CIK 0001611518 0.695 248 8.3 0.7% 4 +0.0 pp -0.0 pp -0.0 pp +0.7 pp
☆MA Private Wealth CIK 0001767474 0.750 88 8.3 1.4% 4 -0.0 pp +0.1 pp +0.1 pp +1.4 pp
☆FFT WEALTH MANAGEMENT LLC CIK 0001653199 0.706 96 8.2 1.5% 4 -0.0 pp -0.1 pp +0.2 pp +1.5 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 8.2 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆Vestwell Advisors, LLC CIK 0002081474 0.919 26 8.2 2.2% 1 +2.2 pp -10.7 pp +2.2 pp +2.2 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 8.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 7.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆VALLEY FORGE INVESTMENT CONSULTANTS INC ADV CIK 0000920655 0.848 86 7.9 2.4% 4 +0.1 pp +0.2 pp +0.3 pp +2.4 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 7.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 7.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆Cooke Wealth Management, LLC CIK 0002093659 0.633 39 7.7 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
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☆Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 0.0 0.0% 0 -2.4 pp -2.4 pp -2.3 pp +0.0 pp
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☆Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 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 -0.5 pp +0.0 pp
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☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆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
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☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
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☆Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 -19.8 pp -9.6 pp -9.0 pp +0.0 pp
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☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
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☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
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☆JFG Wealth Management, LLC CIK 0001766972 0.899 67 0.0 0.0% 0 +0.0 pp -0.7 pp -0.7 pp +0.0 pp
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☆Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 0 -0.0 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 +0.0 pp -0.1 pp +0.0 pp
☆Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
☆West Oak Capital, LLC CIK 0001387399 0.631 279 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 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
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 +0.0 pp -1.6 pp -1.6 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.1 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
☆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
☆Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.0 pp -0.0 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
☆Murphy, Middleton, Hinkle & Parker, Inc. CIK 0001730521 0.280 140 0.0 0.0% 0 +0.0 pp -0.5 pp -0.4 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 (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