Signals

← Signals

★SCHG

1928 in-universe funds with a nonzero position in SCHG within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#35
Score / z5.355 / 6.44
Consensus560.36 over 1099 funds
Momentum-0.15 ≠

Price & positioning

250 cached closes, trailing year
Drawdown-4%
Short interest-4% / 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 ▾
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 4,128.0 0.5% 5 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 2,090.8 0.5% 5 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 1,612.8 1.4% 5 +0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1,326.9 2.4% 5 +0.3 pp +0.3 pp +0.2 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1,295.8 0.3% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 653.4 0.7% 5 +0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 644.2 0.6% 5 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 622.6 0.7% 6 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 577.6 4.3% 3 +0.1 pp -0.2 pp +4.3 pp +4.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 574.2 0.2% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 542.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 506.0 12.6% 5 +0.6 pp -1.0 pp -1.1 pp -1.5 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 495.7 13.4% 5 +3.8 pp +3.2 pp +2.2 pp +3.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 440.2 3.8% 5 -8.8 pp -10.2 pp -9.7 pp -9.4 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 371.2 0.2% 1 +0.2 pp +0.2 pp -0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 366.9 0.7% 4 +0.0 pp -0.2 pp -0.1 pp +0.7 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 354.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 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 322.1 0.0% 7 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 288.9 11.2% 5 +1.4 pp +0.3 pp +0.1 pp +0.3 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 285.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 263.1 2.2% 5 +0.1 pp -0.1 pp -0.2 pp -0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 249.0 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 231.3 0.2% 6 -0.2 pp -0.0 pp +0.2 pp +0.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 228.2 1.1% 5 +0.0 pp +0.2 pp +0.1 pp -0.1 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 225.5 1.7% 5 +0.3 pp +0.3 pp +0.2 pp -0.3 pp
☆RMG Wealth Management LLC CIK 0001844731 0.508 578 209.2 21.6% 1 +21.6 pp +21.6 pp -0.8 pp +21.6 pp
☆Thrive Wealth Management, LLC CIK 0001847610 0.785 254 183.8 23.6% 5 +0.6 pp +0.1 pp -0.3 pp -0.3 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 152.0 0.8% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 147.6 4.6% 5 -0.4 pp -0.8 pp -0.8 pp -1.0 pp
☆Marquette Asset Management, LLC CIK 0001395067 0.885 830 145.3 18.7% 5 +0.1 pp -1.7 pp -2.3 pp -2.4 pp
☆Golden Reserve Retirement LLC CIK 0002066488 0.825 112 143.8 22.7% 5 -1.8 pp -2.1 pp -7.1 pp -6.6 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 126.7 3.7% 5 -0.1 pp -0.1 pp -0.2 pp -1.2 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 126.2 12.7% 5 +0.6 pp -0.7 pp -0.6 pp -0.4 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 123.9 0.7% 5 -0.0 pp +0.1 pp -0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 122.8 0.2% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 115.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 113.1 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 110.6 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 110.0 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAINEY & RANDALL WEALTH ADVISORS INC. CIK 0001728355 0.880 77 105.7 15.1% 5 +0.4 pp -1.4 pp -1.3 pp -1.4 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 104.9 7.1% 5 -0.0 pp +0.3 pp +1.9 pp +2.3 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 103.6 2.2% 5 -0.0 pp -0.3 pp -0.2 pp -0.1 pp
☆Legacy Financial Strategies, LLC CIK 0001723925 0.732 152 99.4 15.4% 5 +0.2 pp -1.1 pp -1.4 pp -1.6 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 98.1 0.5% 5 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 97.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 96.2 4.9% 5 +0.7 pp +0.6 pp +0.6 pp +0.6 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 91.0 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 87.6 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 82.1 3.8% 5 +0.0 pp -0.4 pp -0.5 pp -0.4 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 78.2 4.4% 5 +0.7 pp +0.6 pp +0.6 pp +0.8 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 76.6 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆HRC WEALTH MANAGEMENT, LLC CIK 0002009521 0.836 65 75.8 31.0% 5 +0.0 pp -4.1 pp -4.3 pp -4.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 75.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 74.3 4.0% 5 +0.1 pp -0.5 pp -0.5 pp -0.6 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 72.0 0.7% 5 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 70.9 0.3% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 70.9 1.9% 5 +0.0 pp -0.2 pp -0.3 pp -0.2 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 69.6 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Nadler Financial Group, Inc. CIK 0001541787 0.841 149 68.4 5.8% 5 +0.3 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 65.6 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 65.1 6.5% 3 -2.5 pp -3.7 pp +6.5 pp +6.5 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 63.8 2.1% 5 +0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 63.7 8.3% 5 +0.5 pp -0.2 pp -0.4 pp -0.5 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 63.6 7.5% 4 -0.1 pp -1.6 pp -2.3 pp +7.5 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 62.8 0.8% 5 -0.0 pp -0.2 pp -0.5 pp -0.5 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 61.5 0.4% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.676 198 60.3 5.3% 5 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 60.0 3.8% 5 +0.2 pp -0.2 pp -0.0 pp -0.1 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 59.6 0.7% 4 +0.0 pp -0.0 pp +0.0 pp +0.7 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 58.9 23.9% 5 +6.3 pp +11.6 pp +11.7 pp +11.8 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 58.3 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 58.0 2.6% 5 +0.3 pp +1.8 pp +1.8 pp +1.8 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 57.0 4.1% 5 +0.3 pp +0.1 pp +0.0 pp +0.1 pp
☆Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 56.9 5.3% 5 +0.1 pp -0.6 pp -0.7 pp -1.8 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 56.2 30.2% 6 +1.3 pp +1.0 pp +0.9 pp -1.1 pp
☆BURKETT FINANCIAL SERVICES, LLC CIK 0001762716 0.749 266 54.7 17.1% 5 +0.8 pp -0.7 pp -1.2 pp -0.8 pp
☆Cornerstone Wealth Advisors, Inc. CIK 0001862176 0.876 55 53.8 11.3% 5 +0.4 pp -1.1 pp -1.6 pp -1.9 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 53.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 53.7 0.9% 5 +0.0 pp +0.5 pp -0.0 pp -0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 53.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 53.2 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 52.6 0.2% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SOUTHERN MICHIGAN BANK & TRUST CIK 0001173227 0.688 422 52.6 18.7% 1 +18.7 pp +18.7 pp +18.7 pp +18.7 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 52.6 0.4% 5 +0.0 pp -0.2 pp -0.1 pp -0.1 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 51.7 2.0% 5 +0.2 pp -0.1 pp -0.1 pp -0.5 pp
☆SUMMIT WEALTH & RETIREMENT PLANNING, INC. CIK 0001766995 0.761 113 51.5 10.9% 5 +0.4 pp -0.8 pp -1.3 pp -1.2 pp
☆Northern Capital Management, Inc. CIK 0001581794 0.845 55 51.1 25.9% 5 +0.1 pp -4.2 pp -5.0 pp -5.2 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 50.5 3.1% 5 +0.0 pp -0.6 pp -0.7 pp -0.7 pp
☆Triton Wealth Management, PLLC CIK 0001791126 0.546 133 50.2 15.4% 5 -1.1 pp -2.2 pp -5.2 pp -5.3 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 49.7 1.8% 5 +0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 48.4 6.2% 5 +0.4 pp -0.2 pp -0.6 pp -0.3 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 48.0 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆DRAVO BAY LLC CIK 0001910389 0.779 51 47.8 16.5% 5 +1.4 pp +0.1 pp -0.1 pp +0.2 pp
☆Goepper Burkhardt LLC CIK 0001844142 0.646 99 47.8 14.4% 5 +0.7 pp -0.3 pp -0.2 pp +0.1 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 47.5 1.9% 5 +0.1 pp -0.1 pp -0.1 pp -1.1 pp
☆Veery Capital, LLC CIK 0001844375 0.780 100 46.8 12.6% 5 +0.5 pp -0.6 pp -0.9 pp -0.6 pp
☆Financial Advisors Network, Inc. CIK 0001697856 0.660 208 45.8 5.6% 5 +0.3 pp -0.2 pp -0.1 pp +0.2 pp
☆Vestwell Advisors, LLC CIK 0002081474 0.919 26 45.3 10.8% 2 -0.9 pp +10.8 pp -2.5 pp +10.8 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 44.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 44.0 0.6% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Provident Wealth Management, LLC CIK 0001799797 0.729 161 43.2 11.1% 5 -0.2 pp -1.3 pp -1.3 pp -1.2 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 43.2 1.2% 5 -1.1 pp -0.8 pp +1.2 pp +1.2 pp
☆Curtis Advisory Group, LLC CIK 0001664656 0.557 117 42.6 8.3% 5 +0.8 pp +0.2 pp -0.2 pp -0.4 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 42.4 0.5% 5 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 42.2 5.6% 5 -0.6 pp -1.2 pp -1.6 pp -1.5 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 41.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mokosak Advisory Group, LLC CIK 0001713112 0.909 38 40.8 8.8% 5 +0.2 pp -0.8 pp -0.9 pp -0.8 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 40.3 4.1% 5 +0.2 pp -0.2 pp -0.6 pp -0.9 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 39.9 3.4% 5 -0.1 pp -0.4 pp -0.6 pp -0.5 pp
☆FLC Capital Advisors CIK 0001713697 0.549 229 39.5 6.5% 5 +0.4 pp -0.1 pp -0.1 pp -0.2 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 38.9 4.3% 5 +0.3 pp -0.2 pp +0.1 pp +0.5 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 38.8 0.4% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Serenity Investment Advisors CIK 0002105389 0.696 76 38.5 16.4% 2 -0.8 pp +16.4 pp +16.4 pp +16.4 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 38.5 0.3% 5 +0.0 pp -0.0 pp -0.3 pp -0.2 pp
☆SK Wealth Management, LLC CIK 0001867958 0.578 80 38.3 8.6% 6 -1.0 pp -2.3 pp -3.3 pp -2.5 pp
☆Seneca Financial Advisors LLC CIK 0002082922 0.759 66 37.4 9.7% 7 +1.3 pp +1.4 pp +1.2 pp +0.7 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 37.4 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 35.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp -0.0 pp
☆Richardson Capital Management LLC CIK 0001621646 0.839 243 35.3 15.1% 5 +0.4 pp -1.6 pp -1.7 pp -2.6 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 35.3 4.1% 5 +0.1 pp -0.2 pp -0.5 pp -0.5 pp
☆CERTUITY, LLC CIK 0001800752 0.558 672 35.1 1.7% 5 -0.1 pp +0.2 pp +0.4 pp +0.3 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 35.0 3.9% 5 -0.0 pp -1.0 pp -1.2 pp -1.3 pp
☆Invst, LLC CIK 0001867587 0.314 343 34.8 3.4% 5 +0.1 pp -0.3 pp -0.2 pp +0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 34.7 0.6% 5 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 34.0 7.3% 5 +0.1 pp -0.7 pp -0.9 pp -0.6 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 33.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 33.7 1.5% 5 -0.1 pp -0.3 pp +0.0 pp +0.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 33.5 0.5% 1 +0.5 pp -0.0 pp +0.4 pp +0.5 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 33.5 0.2% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pacific Wealth Strategies Group, Inc. CIK 0001766571 0.216 59 33.3 19.1% 5 +7.4 pp +11.0 pp +16.2 pp +16.4 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 33.1 0.4% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 33.1 13.8% 5 -0.1 pp -3.9 pp -4.2 pp -3.9 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 32.7 0.8% 5 +0.1 pp -0.0 pp -0.1 pp -0.0 pp
☆THREADGILL FINANCIAL, LLC CIK 0001814104 0.129 36 32.3 13.3% 3 +10.3 pp +13.2 pp +13.3 pp +13.2 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 31.7 0.6% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 31.7 0.9% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 31.7 4.4% 5 +0.2 pp -0.3 pp -0.4 pp -0.1 pp
☆Ally Invest Advisors Inc. CIK 0001706013 0.945 75 31.6 1.9% 5 +0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 31.5 0.4% 5 -0.1 pp -0.4 pp -0.4 pp -0.6 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 31.0 7.4% 5 -0.8 pp -0.5 pp -0.5 pp -0.5 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 30.7 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 30.2 0.6% 5 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 30.1 0.9% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆KRM WEALTH MANAGEMENT L.L.C. CIK 0002126518 0.824 46 30.1 13.2% 2 +0.6 pp +13.2 pp +13.2 pp +13.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 30.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 29.3 0.4% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 29.3 0.5% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 29.2 8.3% 5 -0.1 pp -1.1 pp -1.1 pp -0.8 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 28.2 1.1% 5 -0.0 pp -0.5 pp -0.9 pp -0.7 pp
☆Steffes Financial, Ltd. CIK 0002110878 0.864 36 28.2 12.2% 2 -0.4 pp +12.2 pp +12.2 pp +12.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 28.1 0.3% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Planning LLC CIK 0001790688 0.562 88 28.0 8.2% 5 -0.4 pp +1.0 pp +0.8 pp +0.9 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 28.0 3.3% 5 -0.5 pp -1.1 pp -0.3 pp -0.1 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 27.7 2.8% 5 +0.5 pp +0.3 pp +0.2 pp +0.2 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 27.6 2.8% 5 +0.4 pp +0.3 pp +0.7 pp +1.6 pp
☆MOR Wealth Management, LLC CIK 0002092389 0.479 122 27.0 10.7% 2 -0.8 pp +10.7 pp +10.7 pp +10.7 pp
☆Persium Advisors, LLC CIK 0002033683 0.517 69 26.8 17.5% 5 -1.1 pp -1.3 pp -1.4 pp -1.3 pp
☆SkyOak Wealth, LLC CIK 0001800379 0.449 251 26.6 4.3% 5 +0.3 pp +0.1 pp +0.0 pp -0.1 pp
☆DAGCO, INC. CIK 0001767343 0.605 117 26.4 4.9% 5 +0.2 pp -0.4 pp -0.6 pp -0.4 pp
☆Denver PWM, LLC CIK 0001657980 0.608 89 26.4 8.6% 5 -0.1 pp -1.9 pp -1.2 pp -1.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 26.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Friday Financial CIK 0002048792 0.653 108 26.0 7.0% 5 +0.6 pp -0.2 pp -0.8 pp -0.5 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 25.8 1.7% 5 -0.1 pp -0.4 pp -0.5 pp -0.5 pp
☆SPRENG CAPITAL MANAGEMENT, INC. CIK 0001800913 0.472 77 25.5 9.3% 5 -1.0 pp -3.7 pp -3.5 pp -2.9 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 25.4 1.4% 5 +0.0 pp +0.2 pp +0.3 pp +0.2 pp
☆LOWERY THOMAS, LLC CIK 0001919701 0.540 57 25.0 12.2% 5 -0.0 pp -0.9 pp -1.0 pp -0.6 pp
☆Weaver Capital Management LLC CIK 0001552247 0.481 170 24.9 5.5% 5 +0.1 pp -0.5 pp +0.1 pp -0.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 24.9 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Seek First Inc. CIK 0002060504 0.523 67 24.6 15.6% 5 +0.5 pp -0.3 pp -0.5 pp +0.7 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 24.6 2.9% 5 -0.2 pp -0.7 pp -1.1 pp -1.2 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 24.5 1.6% 5 +0.0 pp -0.4 pp -0.3 pp -0.2 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 24.5 0.5% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Compass Financial Group, INC/SD CIK 0001964835 0.859 119 23.9 2.7% 5 +0.4 pp +1.2 pp +1.5 pp +1.6 pp
☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 23.8 2.6% 5 +0.2 pp +0.4 pp +0.6 pp +0.7 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 23.8 2.3% 5 +0.7 pp +0.6 pp +0.6 pp +1.0 pp
☆PACES FERRY WEALTH ADVISORS, LLC CIK 0001819919 0.528 136 23.5 8.8% 5 +0.5 pp +0.3 pp +0.4 pp +0.1 pp
☆Compass Advisory Group LLC CIK 0001720292 0.720 89 23.4 5.6% 5 +0.3 pp +4.0 pp +4.0 pp +3.8 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 23.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 23.0 3.5% 5 +0.1 pp -1.2 pp -1.4 pp -1.4 pp
☆Allegheny Financial Group CIK 0001844148 0.552 305 23.0 2.4% 5 -0.2 pp -0.7 pp -1.4 pp -1.7 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 22.5 0.1% 5 -0.3 pp -0.3 pp -0.2 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 22.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CDKV HOLDINGS LLC CIK 0002109928 0.281 276 22.3 17.4% 2 +0.4 pp +17.4 pp +17.4 pp +17.4 pp
☆Meriwether Wealth & Planning, LLC CIK 0002055554 0.303 122 22.2 11.0% 5 +0.8 pp -2.3 pp -2.3 pp -1.7 pp
☆INVENIO WEALTH PARTNERS LLC CIK 0001989341 0.549 89 22.1 7.9% 5 +0.2 pp -0.4 pp -0.3 pp -0.0 pp
☆Paradigm, Strategies in Wealth Management, LLC CIK 0001859579 0.583 61 22.0 13.4% 5 +0.5 pp -1.3 pp -1.0 pp -0.5 pp
☆Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 22.0 4.4% 5 +0.6 pp +0.4 pp +0.4 pp +0.3 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 21.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 21.7 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 21.5 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LCNB CORP (LCNB) CIK 0001074902 0.390 184 21.4 6.6% 5 +0.4 pp -0.3 pp -0.7 pp +0.4 pp
☆B & T Capital Management DBA Alpha Capital Management CIK 0001450935 0.455 128 21.4 2.8% 5 +0.1 pp -0.2 pp -0.6 pp -0.7 pp
☆RKL Wealth Management LLC CIK 0001604723 0.802 189 21.2 1.7% 5 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 21.1 0.2% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Nvest Wealth Strategies, Inc. CIK 0002106942 0.725 351 21.0 13.2% 2 +0.7 pp +13.2 pp +13.2 pp +13.2 pp
☆Code Waechter LLC CIK 0002039212 0.356 127 20.7 10.7% 5 +0.4 pp -0.8 pp +1.1 pp +0.8 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 20.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 20.3 1.1% 5 -0.0 pp -0.2 pp -0.0 pp +0.1 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 20.3 0.7% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 20.3 0.4% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆PPS&V ASSET MANAGEMENT CONSULTANTS, INC. CIK 0001936380 0.818 39 20.3 10.9% 5 +0.4 pp -0.3 pp -0.4 pp -0.3 pp
☆FMR LLC CIK 0000315066 0.989 5571 20.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 20.1 11.4% 6 -0.0 pp -0.8 pp -0.8 pp +5.0 pp
☆James J. Burns & Company, LLC CIK 0001949059 0.674 163 19.9 2.2% 5 -0.2 pp -0.5 pp -0.8 pp -0.8 pp
☆Payne Capital Management, LLC CIK 0001994332 0.664 88 19.7 5.2% 6 +0.3 pp -0.4 pp -0.4 pp -0.6 pp
☆Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 19.6 3.3% 5 -0.0 pp -0.3 pp -0.3 pp -0.4 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 19.4 1.7% 5 -0.0 pp -0.2 pp -0.3 pp -0.2 pp
☆Weinberger Asset Management, Inc CIK 0002051705 0.598 101 19.1 6.1% 5 +0.1 pp -0.6 pp -0.8 pp -0.9 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 19.1 3.5% 5 +1.7 pp +1.5 pp +1.5 pp +1.3 pp
☆SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 19.0 2.6% 5 +0.3 pp -0.0 pp +0.4 pp +0.3 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.509 57 19.0 7.2% 5 +0.6 pp -2.9 pp -2.2 pp -0.9 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 18.9 8.0% 5 +1.2 pp +0.9 pp +1.0 pp +1.2 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 18.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 18.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 18.6 5.3% 5 -0.5 pp -1.0 pp -0.8 pp -0.4 pp
☆CAPITAL WEALTH MANAGEMENT, LLC CIK 0001730456 0.776 39 18.5 4.5% 3 +0.3 pp +3.3 pp +4.5 pp +4.5 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 18.4 0.3% 1 +0.3 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 18.3 4.3% 5 +0.2 pp +0.5 pp -0.0 pp -0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 18.2 0.3% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kaizen Financial Strategies CIK 0001842013 0.281 170 17.7 7.0% 5 -0.5 pp -0.8 pp -1.0 pp -0.9 pp
☆Genesee Capital Advisors, LLC CIK 0001652348 0.113 172 17.7 5.6% 5 +4.9 pp +4.9 pp +5.2 pp +5.2 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 17.5 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Aspen Wealth Strategies, LLC CIK 0001972517 0.579 89 17.5 8.5% 5 +0.6 pp -0.2 pp -2.8 pp -2.9 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 17.5 5.5% 5 +0.2 pp -0.8 pp -0.9 pp -0.6 pp
☆Curbstone Financial Management Corp CIK 0001608057 0.354 215 17.2 2.9% 5 +0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆IFS Advisors, LLC CIK 0001765617 0.782 220 17.0 8.1% 5 +0.6 pp -0.0 pp +0.8 pp -0.8 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 16.9 0.6% 5 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 16.8 0.9% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 16.7 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 16.6 2.5% 5 +0.0 pp -0.2 pp -0.4 pp +0.6 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 16.5 0.5% 6 -0.0 pp -0.0 pp -0.2 pp -0.6 pp
☆Next Level Wealth Planning, LLC CIK 0002044208 0.794 74 16.3 7.2% 5 +0.2 pp -0.7 pp -0.8 pp -0.8 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 16.2 1.1% 5 +0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Clay Northam Wealth Management, LLC CIK 0001915687 0.439 109 16.2 8.0% 5 +0.1 pp -0.8 pp -0.8 pp -1.0 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 16.0 1.1% 5 -0.1 pp -0.4 pp -0.4 pp -0.4 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 16.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DAHRING | CUSMANO LLC CIK 0002053669 0.599 62 15.8 8.4% 5 +0.1 pp -3.8 pp -3.5 pp -3.0 pp
☆Three Magnolias Financial Advisors, LLC CIK 0002056795 0.346 112 15.7 8.7% 5 -0.0 pp -0.7 pp -0.7 pp -1.0 pp
☆Arista Wealth Management, LLC CIK 0001964758 0.708 266 15.6 1.7% 5 +0.5 pp +1.5 pp +1.5 pp +1.5 pp
☆SUMMITPOINT CAPITAL MANAGEMENT CIK 0002108283 0.401 39 15.4 16.6% 1 +16.6 pp +16.6 pp +16.6 pp +16.6 pp
☆Martel Wealth Advisors LLC CIK 0002039437 0.898 61 15.2 2.4% 5 +0.1 pp -0.2 pp -0.3 pp -0.3 pp
☆Mainsail Financial Group, LLC CIK 0001961290 0.465 72 15.1 5.1% 5 +0.5 pp +0.3 pp +0.4 pp +0.5 pp
☆YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 15.0 1.0% 5 +0.0 pp -0.2 pp -0.2 pp -0.1 pp
☆Prosperitas Financial LLC CIK 0002001016 0.381 103 15.0 4.8% 5 +0.0 pp -0.7 pp -1.0 pp -1.2 pp
☆Juno Financial Group LLC CIK 0002106874 0.603 73 15.0 5.3% 2 +0.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 14.9 0.3% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Peak Wealth Management LLC CIK 0002094948 0.328 59 14.9 10.5% 2 +1.3 pp +10.5 pp +10.5 pp +10.5 pp
☆Schaeffer Financial LLC CIK 0001898838 0.812 27 14.9 11.5% 5 +0.9 pp -0.6 pp -0.8 pp -0.5 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 14.9 1.3% 5 +0.0 pp -0.2 pp +0.4 pp +0.7 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 14.8 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 14.7 5.9% 6 +0.2 pp -0.6 pp -0.8 pp -0.7 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 14.6 2.3% 6 +0.1 pp -0.2 pp -0.2 pp -0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 14.6 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Accel Wealth Management CIK 0001838226 0.241 305 14.4 3.2% 5 +0.1 pp -0.4 pp -0.4 pp +0.0 pp
☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 14.4 3.8% 5 -0.0 pp -0.7 pp -1.0 pp -1.1 pp
☆BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 14.4 0.6% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 14.3 1.4% 5 +0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 14.3 1.5% 6 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆AMI INVESTMENT MANAGEMENT INC CIK 0001122241 0.599 78 14.2 3.0% 5 +0.6 pp +0.9 pp +1.9 pp +2.6 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 14.2 0.4% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 14.2 5.6% 5 +0.2 pp -0.4 pp -0.4 pp -0.3 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 14.1 0.1% 5 +0.1 pp +0.1 pp -0.0 pp +0.1 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 14.1 1.4% 5 +0.4 pp -2.0 pp -2.7 pp -1.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 13.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Leeward Financial Partners, LLC CIK 0001735201 0.409 108 13.9 3.7% 5 +0.2 pp -0.0 pp -0.0 pp -0.0 pp
☆Powers Advisory Group, LLC CIK 0001927474 0.567 130 13.8 4.3% 5 +0.4 pp -0.1 pp -0.2 pp +0.1 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 13.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp -0.2 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 13.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vista Cima Wealth Management LLC CIK 0002055907 0.268 49 13.6 10.2% 5 -1.3 pp -2.8 pp -2.2 pp -2.2 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 13.6 1.2% 5 +0.1 pp +0.1 pp +0.5 pp +0.7 pp
☆CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 13.5 7.4% 5 +0.5 pp -0.3 pp +0.1 pp +0.1 pp
☆Storen Legacy Partners, LLC CIK 0002116061 0.438 116 13.5 3.7% 2 +0.1 pp +3.7 pp +3.7 pp +3.7 pp
☆Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 13.2 6.6% 5 +0.4 pp -0.9 pp -1.5 pp -2.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 13.1 0.3% 5 -0.0 pp -0.1 pp +0.1 pp -0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 13.1 0.7% 4 +0.1 pp +0.0 pp +0.2 pp +0.7 pp
☆Bravera Wealth CIK 0002126773 0.454 352 13.0 5.0% 2 +0.5 pp +5.0 pp +5.0 pp +5.0 pp
☆William Mack & Associates, Inc. CIK 0002096700 0.653 108 12.9 4.5% 6 +0.9 pp -1.5 pp -4.4 pp -7.6 pp
☆TriaGen Wealth Management LLC CIK 0001843848 0.191 182 12.8 3.2% 5 +0.2 pp -0.0 pp +0.0 pp -0.1 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 12.7 1.3% 5 +0.0 pp -0.4 pp -0.4 pp +0.4 pp
☆Ring Mountain Capital, LLC CIK 0002051343 0.386 107 12.7 5.3% 5 -0.6 pp -0.9 pp -1.3 pp -1.5 pp
☆Portus Wealth Advisors, LLC CIK 0002097516 0.354 50 12.6 10.4% 3 +0.4 pp -1.8 pp +10.4 pp +10.4 pp
☆Murphy, Middleton, Hinkle & Parker, Inc. CIK 0001730521 0.280 140 12.4 5.1% 1 +5.1 pp +5.1 pp -0.1 pp +1.1 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 12.4 1.0% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Schwallier Wealth Management LLC CIK 0001934951 0.044 69 12.4 7.8% 5 -6.2 pp -4.6 pp -4.1 pp -3.1 pp
☆Womack Financial LLC CIK 0002107079 0.419 70 12.3 8.1% 6 +0.3 pp -0.6 pp -0.6 pp +0.3 pp
☆McCarthy Asset Management, Inc. CIK 0001843169 0.778 29 12.2 5.8% 1 +5.8 pp -0.2 pp -1.3 pp -0.9 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 12.2 1.8% 4 +0.3 pp -0.0 pp +0.0 pp +1.8 pp
☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 12.1 3.3% 5 +0.2 pp -0.6 pp -0.6 pp -0.5 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 12.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Blom & Howell Financial Planning, Inc. CIK 2136102 0.406 67 11.9 9.9% 2 +1.0 pp +9.9 pp +9.9 pp +9.9 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 11.8 0.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 11.8 2.6% 5 +1.2 pp -0.0 pp +0.5 pp +1.2 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 11.8 0.6% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆FIDELIS iM, LLC CIK 0001894206 0.843 27 11.7 4.0% 3 +0.5 pp +0.7 pp +4.0 pp +1.3 pp
☆Everhart Financial Group, Inc. CIK 0001852858 0.559 481 11.7 0.7% 5 -0.1 pp -0.4 pp -0.7 pp -0.7 pp
☆Fairway Financial, LLC CIK 0001921009 0.690 23 11.6 8.0% 5 +0.4 pp -0.4 pp -0.7 pp -0.5 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 11.6 0.3% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MBA Advisors LLC CIK 0001848704 0.403 164 11.6 3.9% 5 +0.4 pp -0.3 pp -0.4 pp -0.4 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 11.6 2.0% 5 +0.1 pp -0.2 pp -0.6 pp -0.4 pp
☆&PARTNERS CIK 0000107136 0.806 2509 11.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Leo H. Evart, Inc. CIK 0001920405 0.382 295 11.4 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 11.4 0.2% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆GPM Growth Investors, Inc. CIK 0001799367 0.334 43 11.3 4.7% 5 -0.1 pp -0.2 pp -0.9 pp -0.7 pp
☆L2 Asset Management, LLC CIK 0001686988 0.111 411 11.3 1.2% 5 +0.3 pp -0.3 pp +0.1 pp +0.5 pp
☆FinDec Wealth Services, Inc. CIK 0001916066 0.692 32 11.3 13.4% 5 +0.2 pp -0.1 pp -0.2 pp -0.5 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 11.3 3.3% 5 +0.1 pp -0.3 pp -0.4 pp -0.3 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 11.3 4.6% 6 -0.3 pp -1.0 pp -1.2 pp -1.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 11.3 2.1% 5 +0.9 pp +2.0 pp +2.0 pp +2.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 11.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 11.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 11.1 2.7% 5 +0.3 pp +0.1 pp +0.5 pp +0.8 pp
☆LVW Advisors, LLC CIK 0001576053 0.582 462 11.0 1.0% 5 -0.0 pp -1.4 pp -1.4 pp -1.7 pp
☆Everest Financial Group LLC CIK 0002056391 0.397 208 11.0 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 11.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Entelevest, LLC CIK 0002109595 0.254 112 11.0 9.6% 2 +0.2 pp +9.6 pp +9.6 pp +9.6 pp
☆ARBOR TRUST WEALTH ADVISORS, LLC CIK 0001797135 0.351 96 11.0 4.4% 5 +0.2 pp -0.3 pp -0.5 pp -0.4 pp
☆Broadleaf Partners, LLC CIK 0001712686 0.216 86 11.0 2.1% 5 -0.0 pp -0.7 pp -0.6 pp -1.0 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 10.9 1.2% 5 -0.3 pp -0.5 pp -0.4 pp -1.0 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 10.9 0.3% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 10.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 10.8 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Apex Wealth Management, LLC CIK 0002056695 0.373 63 10.8 6.6% 5 +0.2 pp +0.7 pp -0.8 pp -1.0 pp
☆Polianta Ltd CIK 0001695214 0.724 86 10.8 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 10.8 0.7% 5 +0.0 pp -0.8 pp +0.4 pp +0.6 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 10.7 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Capital Squared Financial LLC CIK 0002128691 0.347 87 10.7 7.0% 4 +0.0 pp -1.0 pp -1.4 pp +7.0 pp
☆AMARA FINANCIAL, LLC. CIK 0001934965 0.735 48 10.7 6.4% 5 +0.0 pp +0.9 pp +0.7 pp +0.2 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 10.6 0.3% 5 +0.0 pp -0.0 pp -0.2 pp +0.3 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 10.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WARNER FINANCIAL, INC CIK 0001927175 0.518 145 10.4 3.1% 5 +0.0 pp -0.3 pp -0.5 pp -0.5 pp
☆Sage Financial Management Group, Inc. CIK 0001762086 0.795 61 10.4 2.8% 5 +0.1 pp -0.2 pp -0.3 pp -0.3 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 10.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Royal Fund Management, LLC CIK 0001810099 0.176 273 10.3 0.9% 5 +0.0 pp -0.1 pp +0.4 pp -0.1 pp
☆BLB&B Advisors, LLC CIK 0001389059 0.813 286 10.2 0.4% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 10.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HC Advisors, LLC CIK 0001803295 0.581 62 10.1 6.2% 5 +0.6 pp +0.4 pp +1.0 pp +2.1 pp
☆Wilkins Miller Wealth Management, LLC CIK 0002057318 0.363 95 10.1 5.6% 5 +0.3 pp -0.2 pp -0.3 pp -0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 10.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 10.0 1.0% 5 +0.0 pp -0.1 pp -0.2 pp -0.1 pp
☆Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 10.0 1.2% 5 +0.0 pp -0.1 pp -0.3 pp -0.3 pp
☆New Hampshire Trust CIK 0001961742 0.436 176 9.9 1.9% 5 +0.2 pp +0.4 pp +1.1 pp +1.4 pp
☆STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC CIK 0002105785 0.309 70 9.6 6.5% 2 +0.1 pp +6.5 pp +6.5 pp +6.5 pp
☆Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 9.6 1.3% 5 +0.0 pp -0.5 pp -0.5 pp -0.4 pp
☆Peachtree Investment Partners, LLC CIK 0001743863 0.408 143 9.6 3.1% 5 -0.1 pp -2.0 pp -1.8 pp -0.9 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 9.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Noble Family Wealth, LLC CIK 0001976065 0.800 74 9.4 1.7% 5 -0.0 pp -0.3 pp -0.4 pp -0.5 pp
☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 9.3 2.5% 5 +0.2 pp -0.2 pp -0.3 pp -0.4 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 9.3 0.1% 7 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆KEYVANTAGE WEALTH, LLC CIK 0002050555 0.472 95 9.2 3.5% 5 -0.1 pp -0.6 pp -0.9 pp -1.0 pp
☆One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 9.2 2.1% 5 +0.1 pp -0.2 pp -0.2 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 9.2 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 9.2 3.1% 6 +1.2 pp +1.1 pp +1.0 pp +1.0 pp
☆FIRST NATIONAL BANK SIOUX FALLS CIK 0001085041 0.658 147 9.1 2.5% 5 +0.0 pp -0.2 pp -0.2 pp -0.4 pp
☆Prota Financial, LLC CIK 0002126257 0.258 70 9.1 6.0% 2 +0.1 pp +6.0 pp +6.0 pp +6.0 pp
☆RCW Management, LLC CIK 0002104402 0.332 68 9.1 8.1% 2 +0.2 pp +8.1 pp +8.1 pp +8.1 pp
☆Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.306 105 9.0 2.6% 5 -0.0 pp -0.2 pp -0.2 pp -0.1 pp
☆Fingerlakes Wealth Management, Inc. CIK 0001910248 0.369 101 8.9 4.8% 5 +0.0 pp -0.0 pp +0.2 pp +0.5 pp
☆CPWA, LLC CIK 0002134744 0.279 94 8.9 10.3% 1 +10.3 pp +10.3 pp +10.3 pp +10.3 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 8.9 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆S&A Financial Services, Inc. CIK 2140428 0.330 88 8.8 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 8.7 0.4% 5 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 8.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 8.6 0.9% 5 +0.1 pp -0.1 pp -0.2 pp -0.5 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 8.6 2.3% 5 -0.2 pp -0.3 pp +1.9 pp -0.5 pp
☆Tenzing Financial LLC CIK 0002111360 0.444 84 8.5 5.9% 2 +0.0 pp +5.9 pp +5.9 pp +5.9 pp
☆Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 8.5 1.7% 5 +0.1 pp -0.0 pp +0.3 pp +0.2 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 8.5 0.3% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 8.4 2.5% 5 +0.0 pp -0.7 pp -1.1 pp -1.2 pp
☆Bishop & Co Investment Management, LLC CIK 0001603276 0.888 26 8.4 2.6% 5 +0.1 pp -0.7 pp -0.7 pp -0.8 pp
☆VILLERE ST DENIS J & CO LLC CIK 0001113629 0.482 85 8.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 8.3 0.5% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Cambridge Advisors Inc. CIK 0001633695 0.651 183 8.2 1.4% 5 -0.0 pp -0.2 pp -0.2 pp -0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 8.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 8.1 3.4% 5 +0.6 pp +0.3 pp +0.4 pp +0.4 pp
☆Valpey Financial Services, LLC CIK 0002077991 0.374 76 8.1 4.8% 4 +0.3 pp -4.0 pp -0.4 pp +4.8 pp
☆Westbourne Investment Advisors, Inc. CIK 0001650092 0.463 120 8.1 2.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.5 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 8.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Liberty Capital Management, Inc. CIK 0001366838 0.373 184 8.0 1.4% 1 +1.4 pp -0.0 pp +0.0 pp +0.1 pp
☆Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 8.0 1.6% 5 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 7.9 0.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆NESTEGG ADVISORS, INC. CIK 0002062716 0.610 53 7.9 5.6% 6 -0.0 pp -0.6 pp -0.6 pp -0.1 pp
☆Selby Wealth Management, LLC CIK 0002110725 0.451 83 7.8 2.8% 2 +0.2 pp +2.8 pp +2.8 pp +2.8 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 7.8 0.4% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 7.8 0.2% 5 +0.1 pp +0.0 pp +0.1 pp -0.0 pp
☆Orgel Wealth Management, LLC CIK 0001658535 0.871 113 7.7 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MADDEN SECURITIES Corp CIK 0001803566 0.326 118 7.7 2.1% 5 -0.1 pp -0.3 pp -0.3 pp -0.4 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 7.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Latko Wealth Management, Ltd. CIK 0001937769 0.712 37 7.7 3.2% 5 -0.0 pp +0.1 pp +0.8 pp +1.4 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 7.6 0.8% 5 +0.0 pp -0.2 pp -0.3 pp -0.3 pp
☆Snider Financial Group CIK 0001820681 0.424 103 7.6 1.9% 5 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 7.6 0.1% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆D.B. Root & Company, LLC CIK 0001731717 0.580 207 7.6 1.6% 5 -0.0 pp -0.3 pp -0.4 pp -0.3 pp
☆MACROVIEW INVESTMENT MANAGEMENT LLC CIK 0001551727 0.269 105 7.6 4.7% 5 +0.4 pp -0.0 pp -0.7 pp -0.4 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 7.6 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 7.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gleason Group, Inc. CIK 0001822632 0.921 449 7.5 0.7% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Joseph P. Lucia & Associates, LLC CIK 0001775391 0.295 188 7.5 2.2% 5 -0.1 pp -0.5 pp -0.6 pp -0.6 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 7.4 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 7.4 0.4% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 7.1 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 7.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 7.1 1.4% 5 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 7.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 7.0 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 7.0 2.7% 3 +1.0 pp +1.1 pp +2.7 pp -2.2 pp
☆Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 7.0 2.6% 5 -0.6 pp +1.3 pp +1.3 pp +1.3 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 6.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 6.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 6.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 6.9 0.3% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Guardian Financial Partners, LLC CIK 0001723514 0.576 69 6.8 2.7% 5 +0.2 pp +0.0 pp +0.1 pp +0.1 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 6.8 0.9% 5 -1.3 pp -1.1 pp -1.2 pp -2.8 pp
☆Daybright Advisory Services, Inc. CIK 0002107111 0.532 145 6.8 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 6.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 6.7 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 6.7 0.7% 5 -0.9 pp -1.1 pp -1.1 pp -0.9 pp
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 6.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 6.7 1.3% 3 +0.1 pp +0.0 pp +1.3 pp +0.2 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 6.6 0.2% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆Johnson Financial Group, LLC CIK 0001706327 0.913 279 6.6 0.4% 3 -0.0 pp +0.2 pp +0.4 pp +0.4 pp
☆CAMBRIDGE CAPITAL MANAGEMENT, LLC CIK 0002078994 0.795 47 6.5 2.5% 7 +0.1 pp -0.0 pp -0.1 pp -0.2 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 6.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cassady Wealth & Retirement Planning, LLC CIK 0002121075 0.307 104 6.4 3.0% 2 -0.3 pp +3.0 pp +3.0 pp +3.0 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 6.4 1.2% 5 +0.0 pp -0.3 pp -0.3 pp -0.4 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 6.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 6.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 6.3 0.2% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 6.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp -0.0 pp
☆Chesapeake Wealth Management CIK 0001730383 0.355 168 6.3 1.8% 5 +0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 6.2 0.2% 6 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 6.2 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Madden Advisory Services, Inc. CIK 0001542284 0.435 110 6.2 2.2% 5 +0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 6.2 1.3% 5 +0.1 pp -0.2 pp -0.3 pp +0.1 pp
☆MRWM Advisors, LLC CIK 0001732949 0.328 80 6.2 2.5% 6 -0.3 pp -0.6 pp -1.3 pp -0.5 pp
☆Spectrum Asset Management, Inc. (NB/CA) CIK 0001632078 0.275 113 6.1 1.7% 5 +0.1 pp -0.6 pp -0.7 pp -1.0 pp
☆Plus Group Wealth Advisors LLC CIK 0002109515 0.561 48 6.1 5.7% 2 +0.0 pp +5.7 pp +5.7 pp +5.7 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 6.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 6.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 6.1 0.3% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 6.1 1.9% 7 -0.0 pp -0.9 pp -0.8 pp -1.1 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 6.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 6.0 0.2% 4 -0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 6.0 0.3% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 6.0 0.3% 5 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 5.9 0.2% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Alpha Zero LLC CIK 0002079032 0.418 107 5.9 2.2% 6 -5.6 pp -6.6 pp -5.7 pp -5.6 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 5.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Marble Wealth, LLC CIK 0002110081 0.515 234 5.9 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 5.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 5.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Perissos Private Wealth Management, LLC CIK 0002023071 0.063 79 5.8 3.9% 5 -0.3 pp -0.9 pp +0.3 pp +0.4 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 5.8 0.4% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 5.8 1.8% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆Long Island Wealth Management, Inc. CIK 0002011177 0.562 95 5.8 2.4% 5 +0.1 pp -0.4 pp -0.4 pp -0.4 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 5.8 4.3% 4 +0.2 pp -0.2 pp -0.3 pp +4.3 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 5.7 0.3% 5 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 5.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 5.7 1.2% 4 +0.1 pp -0.3 pp +0.1 pp +1.2 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 5.6 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 5.6 0.9% 5 +0.2 pp +0.2 pp +0.3 pp +0.4 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 5.6 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 5.5 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RFG - Bristol Wealth Advisors, LLC CIK 0002055104 0.461 188 5.5 1.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 5.5 1.2% 5 +0.0 pp +0.3 pp +0.3 pp +0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 5.5 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆WESBANCO BANK INC CIK 0000877134 0.627 676 5.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 5.2 2.6% 6 -0.0 pp -0.2 pp -0.5 pp -0.7 pp
☆Boyd Wealth Management, LLC CIK 0001846114 0.522 47 5.2 2.0% 5 +0.1 pp -0.1 pp -0.1 pp -0.1 pp
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☆KPP Advisory Services LLC CIK 0001989349 0.344 361 5.2 0.7% 5 +0.0 pp -0.0 pp +0.0 pp -0.3 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 5.2 1.3% 5 +0.2 pp +0.6 pp +0.9 pp +1.0 pp
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☆ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 0.575 80 5.1 2.2% 5 +0.1 pp -0.2 pp -0.2 pp -0.2 pp
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☆Sightline Wealth Advisors, LLC CIK 0001841979 0.582 93 5.0 1.8% 5 +0.3 pp +0.3 pp +0.4 pp +0.6 pp
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☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 4.8 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
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☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 4.8 0.1% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
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☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 4.7 0.4% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 4.5 1.7% 5 +0.8 pp -0.7 pp -4.9 pp -5.4 pp
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☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 4.4 0.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
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☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 4.1 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 3.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FRG Family Wealth Advisors LLC CIK 0001893327 0.532 154 0.0 0.0% 0 -3.1 pp -3.5 pp -3.7 pp -3.6 pp
☆Shorepoint Capital Partners LLC CIK 0001759476 0.340 98 0.0 0.0% 0 +0.0 pp +0.0 pp -2.2 pp +0.0 pp
☆NOESIS CAPITAL MANGEMENT CORP CIK 0001262677 0.606 124 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tenret Co LLC CIK 0001874146 0.725 33 0.0 0.0% 0 -1.0 pp -1.2 pp -1.2 pp -1.2 pp
☆Econ Financial Services Corp CIK 0001659718 0.021 72 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Clarity Wealth Advisors, LLC CIK 0001767384 0.629 116 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
☆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
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ergawealth Advisors, Inc. CIK 0001973209 0.817 54 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 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
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 0.0 0.0% 0 -2.1 pp -2.2 pp -2.3 pp -2.1 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PROFFITT & GOODSON INC CIK 0001123812 0.781 294 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Pinnacle Holdings, LLC CIK 0001411784 0.174 237 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Trexquant Investment LP CIK 0001633445 0.116 1625 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 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 -0.7 pp -0.7 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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 SCHG). Qtrs Held counts distinct quarters this fund has actually held SCHG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SCHG position size. Δ columns are the percentage-point change in SCHG'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