Signals

SCHG

1644 in-universe funds with a nonzero position in SCHG within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#22971
Score / z-3.919 / -5.59
Consensus476.05 over 962 funds
Momentumno 12m return

Price & positioning

249 cached closes, trailing year
Drawdownno history
Short interest-3% / 1.0d

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 2,098.4 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 1,442.1 1.4% 3 -0.1 pp -0.1 pp +1.4 pp +1.4 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 1,363.9 14.0% 3 +0.5 pp +0.9 pp +14.0 pp +14.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 1,231.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1,114.5 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1,108.6 2.1% 3 -0.1 pp -0.1 pp +2.1 pp +2.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 655.0 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 596.4 0.9% 4 +0.0 pp -0.0 pp -0.1 pp +0.9 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 574.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 556.7 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 553.2 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 485.7 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 485.7 13.6% 3 -0.2 pp -0.5 pp +13.6 pp +13.6 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 382.5 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
Fund Evaluation Group, LLC CIK 0001356249 0.924 80 308.2 10.2% 3 -1.0 pp -0.2 pp +10.2 pp +10.2 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 287.7 0.0% 5 +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 278.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 275.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 273.0 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Valpey Financial Services, LLC CIK 0002077991 0.374 76 245.4 8.8% 2 +3.6 pp +8.8 pp +8.8 pp +8.8 pp
McAdam, LLC CIK 0001695490 0.802 516 236.7 10.8% 3 -0.2 pp -0.1 pp +10.8 pp +10.8 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 233.8 2.3% 3 -0.1 pp -0.1 pp +2.3 pp +2.3 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 221.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 215.3 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 186.9 1.4% 3 -0.1 pp -0.6 pp +1.4 pp +1.4 pp
Thrive Wealth Management, LLC CIK 0001847610 0.785 254 160.6 23.6% 3 -0.3 pp -0.4 pp +23.6 pp +23.6 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 155.3 5.4% 3 +0.0 pp -0.1 pp +5.4 pp +5.4 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 148.8 0.9% 3 +0.0 pp -0.0 pp +0.9 pp +0.9 pp
Marquette Asset Management, LLC CIK 0001395067 0.885 830 138.4 20.4% 3 -0.5 pp -0.7 pp +20.4 pp +20.4 pp
Creative Planning CIK 0001540235 0.979 4196 137.5 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Golden Reserve Retirement LLC CIK 0002066488 0.825 112 134.0 24.7% 3 -5.0 pp -4.5 pp +24.7 pp +24.7 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 125.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 118.7 0.8% 3 -0.2 pp -0.3 pp +0.8 pp +0.8 pp
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 113.6 13.4% 3 +0.1 pp +0.3 pp +13.4 pp +13.4 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 112.5 3.8% 3 -0.2 pp -1.1 pp +3.8 pp +3.8 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 105.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 102.1 0.4% 3 +0.1 pp +0.3 pp +0.4 pp +0.4 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 102.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
RAINEY & RANDALL WEALTH ADVISORS INC. CIK 0001728355 0.880 77 101.0 16.5% 3 +0.0 pp -0.0 pp +16.5 pp +16.5 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 100.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 94.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Legacy Financial Strategies, LLC CIK 0001723925 0.732 152 93.1 16.5% 3 -0.3 pp -0.5 pp +16.5 pp +16.5 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 92.9 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 92.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 92.1 10.2% 1 +10.2 pp +10.2 pp +10.2 pp +10.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 90.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gemmer Asset Management LLC CIK 0001607825 0.773 187 88.2 6.8% 3 +1.6 pp +2.0 pp +6.8 pp +6.8 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 82.3 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 77.3 2.5% 3 +0.1 pp +0.1 pp +2.5 pp +2.5 pp
ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 76.2 4.2% 3 -0.1 pp +0.0 pp +4.2 pp +4.2 pp
Berger Financial Group, Inc CIK 0001826136 0.633 475 74.9 4.3% 3 +0.0 pp +0.0 pp +4.3 pp +4.3 pp
HRC WEALTH MANAGEMENT, LLC CIK 0002009521 0.836 65 73.3 35.1% 3 -0.2 pp -0.2 pp +35.1 pp +35.1 pp
MAI Capital Management CIK 0001040197 0.725 1889 73.1 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 71.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Brio Consultants, LLC CIK 0001747799 0.768 164 69.6 9.1% 2 -0.7 pp +9.1 pp +9.1 pp +9.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 68.9 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 68.7 4.4% 3 -0.0 pp -0.2 pp +4.4 pp +4.4 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 68.4 2.0% 3 -0.2 pp -0.0 pp +2.0 pp +2.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 63.7 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Nadler Financial Group, Inc. CIK 0001541787 0.841 149 62.9 5.8% 3 +0.0 pp +0.0 pp +5.8 pp +5.8 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 60.3 2.2% 3 -0.0 pp +0.1 pp +2.2 pp +2.2 pp
Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 59.9 8.5% 3 -0.2 pp -0.3 pp +8.5 pp +8.5 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 59.8 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 59.8 6.2% 3 -0.5 pp -0.4 pp +6.2 pp +6.2 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 58.0 2.0% 3 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 57.9 1.0% 3 -0.3 pp -0.3 pp +1.0 pp +1.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 57.5 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
Midwest Trust Co CIK 0002077080 0.757 606 57.5 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
Charles Schwab Trust Co CIK 0001789219 0.768 171 57.2 3.8% 3 +0.0 pp +0.2 pp +3.8 pp +3.8 pp
Northern Capital Management, Inc. CIK 0001581794 0.845 55 56.9 30.0% 3 -0.8 pp -1.0 pp +30.0 pp +30.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 56.5 0.5% 3 -0.1 pp -0.2 pp +0.5 pp +0.5 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 54.2 4.1% 3 +0.2 pp +0.1 pp +4.1 pp +4.1 pp
Cornerstone Wealth Advisors, Inc. CIK 0001862176 0.876 55 53.1 12.4% 3 -0.5 pp -0.8 pp +12.4 pp +12.4 pp
Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 52.5 5.9% 3 -0.2 pp -1.2 pp +5.9 pp +5.9 pp
BURKETT FINANCIAL SERVICES, LLC CIK 0001762716 0.749 266 52.2 17.8% 3 -0.5 pp -0.1 pp +17.8 pp +17.8 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 51.1 0.8% 3 -0.0 pp -0.3 pp +0.8 pp +0.8 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 50.8 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
Tradition Wealth Management, LLC CIK 0001843010 0.463 538 50.8 3.6% 3 -0.1 pp -0.2 pp +3.6 pp +3.6 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 50.2 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
SUMMIT WEALTH & RETIREMENT PLANNING, INC. CIK 0001766995 0.761 113 49.9 11.7% 3 -0.4 pp -0.4 pp +11.7 pp +11.7 pp
XML Financial, LLC CIK 0001800465 0.420 447 49.0 4.0% 3 -0.1 pp -0.0 pp +4.0 pp +4.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 47.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 47.5 2.0% 3 -0.0 pp +0.1 pp +2.0 pp +2.0 pp
Triton Wealth Management, PLLC CIK 0001791126 0.546 133 46.8 17.6% 3 -3.0 pp -3.0 pp +17.6 pp +17.6 pp
Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 46.2 6.8% 3 -0.4 pp -0.3 pp +6.8 pp +6.8 pp
Summit Asset Management, LLC CIK 0001509974 0.696 183 45.6 6.5% 3 -0.4 pp -0.1 pp +6.5 pp +6.5 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 45.2 2.1% 3 -0.0 pp -0.4 pp +2.1 pp +2.1 pp
Goepper Burkhardt LLC CIK 0001844142 0.646 99 44.8 14.6% 3 +0.1 pp +0.3 pp +14.6 pp +14.6 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 44.3 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 43.4 2.0% 3 +0.0 pp -1.0 pp +2.0 pp +2.0 pp
Veery Capital, LLC CIK 0001844375 0.780 100 43.0 13.2% 3 -0.2 pp +0.0 pp +13.2 pp +13.2 pp
AFFINITY WEALTH LLC CIK 2111764 0.876 27 42.6 29.1% 4 -0.1 pp -2.1 pp -0.9 pp +29.1 pp
Financial Advisors Network, Inc. CIK 0001697856 0.660 208 42.3 5.8% 3 +0.1 pp +0.4 pp +5.8 pp +5.8 pp
Provident Wealth Management, LLC CIK 0001799797 0.729 161 41.8 12.4% 3 -0.0 pp +0.0 pp +12.4 pp +12.4 pp
Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 39.6 3.8% 3 -0.1 pp -0.1 pp +3.8 pp +3.8 pp
DRAVO BAY LLC CIK 0001910389 0.779 51 39.6 16.5% 3 -0.2 pp +0.2 pp +16.5 pp +16.5 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 39.5 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
SK Wealth Management, LLC CIK 0001867958 0.578 80 39.0 10.9% 4 -1.1 pp -0.2 pp +1.4 pp +10.9 pp
Advance Capital Management, Inc. CIK 0001536029 0.941 197 39.0 1.7% 3 -0.1 pp +0.0 pp +1.7 pp +1.7 pp
Curtis Advisory Group, LLC CIK 0001664656 0.557 117 38.7 8.1% 3 -0.3 pp -0.5 pp +8.1 pp +8.1 pp
Mokosak Advisory Group, LLC CIK 0001713112 0.909 38 38.4 9.6% 3 -0.1 pp +0.0 pp +9.6 pp +9.6 pp
Black Diamond Financial, LLC CIK 0001759236 0.676 198 38.2 4.0% 3 +0.0 pp +0.1 pp +4.0 pp +4.0 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 37.4 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 37.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
NOVEM GROUP CIK 0001926783 0.247 437 36.9 4.3% 3 -0.4 pp -0.8 pp +4.3 pp +4.3 pp
FLC Capital Advisors CIK 0001713697 0.549 229 35.7 6.6% 3 -0.0 pp -0.1 pp +6.6 pp +6.6 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 35.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 35.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Facet Wealth, Inc. CIK 0001748271 0.950 411 34.4 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 34.3 17.7% 3 -0.3 pp +0.0 pp +17.7 pp +17.7 pp
Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 33.7 5.0% 3 -0.2 pp -0.2 pp +5.0 pp +5.0 pp
Invst, LLC CIK 0001867587 0.314 343 33.7 3.7% 3 +0.1 pp +0.4 pp +3.7 pp +3.7 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 33.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Richardson Capital Management LLC CIK 0001621646 0.839 243 33.3 16.7% 3 -0.1 pp -1.0 pp +16.7 pp +16.7 pp
Milestone Investment Advisors LLC CIK 0001967018 0.576 141 33.1 8.0% 3 -0.2 pp +0.0 pp +8.0 pp +8.0 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 33.0 1.6% 3 -0.5 pp -0.3 pp +1.6 pp +1.6 pp
SPRENG CAPITAL MANAGEMENT, INC. CIK 0001800913 0.472 77 33.0 12.9% 3 +0.2 pp +0.7 pp +12.9 pp +12.9 pp
CRA Financial Services, LLC CIK 0001765594 0.529 321 33.0 4.3% 3 -0.2 pp -0.2 pp +4.3 pp +4.3 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 32.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 32.6 4.5% 3 +0.3 pp +0.7 pp +4.5 pp +4.5 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 32.3 0.4% 3 -0.2 pp -0.2 pp +0.4 pp +0.4 pp
Allworth Financial LP CIK 0001555170 0.907 5124 31.7 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Denver PWM, LLC CIK 0001657980 0.608 89 31.5 10.5% 3 +0.7 pp +0.7 pp +10.5 pp +10.5 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 31.5 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 31.2 4.4% 3 +0.8 pp +0.9 pp +4.4 pp +4.4 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 31.1 0.9% 3 -0.0 pp +0.0 pp +0.9 pp +0.9 pp
SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 30.8 2.6% 3 +0.4 pp +0.3 pp +2.6 pp +2.6 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 30.5 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
Ignite Planners, LLC CIK 0001849348 0.326 422 30.3 4.6% 3 -0.2 pp +0.2 pp +4.6 pp +4.6 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 29.9 1.8% 3 +0.3 pp +0.3 pp +1.8 pp +1.8 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 29.8 0.6% 3 -0.1 pp -0.2 pp +0.6 pp +0.6 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 29.3 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
B&D White Capital Company, LLC CIK 0001752523 0.254 94 29.3 3.4% 3 -0.7 pp +0.8 pp +3.4 pp +3.4 pp
Ally Invest Advisors Inc. CIK 0001706013 0.945 75 29.1 2.0% 3 -0.0 pp +0.1 pp +2.0 pp +2.0 pp
BALLAST ADVISORS LLC CIK 0001803415 0.462 197 28.5 7.9% 3 +0.0 pp -0.0 pp +7.9 pp +7.9 pp
Ethos Financial Group, LLC CIK 0001954242 0.258 648 28.5 2.1% 3 -0.2 pp -0.1 pp +2.1 pp +2.1 pp
Weaver Capital Management LLC CIK 0001552247 0.481 170 28.3 6.0% 3 +0.6 pp +0.2 pp +6.0 pp +6.0 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 27.9 1.0% 3 -0.0 pp -0.1 pp +1.0 pp +1.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 27.8 0.2% 5 +0.0 pp +0.2 pp +0.1 pp +0.2 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 27.8 0.5% 3 -0.1 pp -0.0 pp +0.5 pp +0.5 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 27.6 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 27.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Seneca Financial Advisors LLC CIK 0002082922 0.759 66 27.4 8.3% 5 -0.2 pp -0.6 pp -0.7 pp -1.5 pp
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 27.1 9.4% 3 -0.0 pp +0.3 pp +9.4 pp +9.4 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 27.1 2.0% 3 +0.0 pp +0.2 pp +2.0 pp +2.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 26.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 26.3 4.6% 3 -0.3 pp -0.2 pp +4.6 pp +4.6 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 25.9 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 25.7 12.3% 3 +0.1 pp +0.2 pp +12.3 pp +12.3 pp
Persium Advisors, LLC CIK 0002033683 0.517 69 25.7 18.7% 3 -0.1 pp -0.0 pp +18.7 pp +18.7 pp
Capital Planning LLC CIK 0001790688 0.562 88 25.6 7.2% 3 -0.1 pp -0.1 pp +7.2 pp +7.2 pp
Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 24.5 8.1% 3 +0.3 pp +0.6 pp +8.1 pp +8.1 pp
CERTUITY, LLC CIK 0001800752 0.558 672 24.2 1.5% 3 +0.2 pp +0.1 pp +1.5 pp +1.5 pp
Harbor Group, Inc. CIK 0001840486 0.638 115 24.0 3.6% 3 -0.4 pp -0.5 pp +3.6 pp +3.6 pp
Northeast Financial Group, Inc. CIK 0001965773 0.477 76 24.0 6.0% 3 +0.3 pp +1.2 pp +6.0 pp +6.0 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 23.8 1.1% 3 +0.0 pp -0.0 pp +1.1 pp +1.1 pp
SkyOak Wealth, LLC CIK 0001800379 0.449 251 23.8 4.3% 3 -0.1 pp -0.1 pp +4.3 pp +4.3 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 23.7 1.6% 3 +0.0 pp -0.1 pp +1.6 pp +1.6 pp
Meriwether Wealth & Planning, LLC CIK 0002055554 0.302 122 23.5 13.3% 3 -0.1 pp +0.6 pp +13.3 pp +13.3 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 23.3 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 23.3 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
LVW Advisors, LLC CIK 0001576053 0.582 462 23.3 2.4% 3 -0.0 pp -0.3 pp +2.4 pp +2.4 pp
LOWERY THOMAS, LLC CIK 0001919701 0.540 57 23.2 13.1% 3 -0.1 pp +0.3 pp +13.1 pp +13.1 pp
DAGCO, INC. CIK 0001767343 0.605 117 23.0 5.3% 3 -0.2 pp +0.1 pp +5.3 pp +5.3 pp
Seek First Inc. CIK 0002060504 0.523 67 23.0 15.8% 3 -0.2 pp +1.0 pp +15.8 pp +15.8 pp
Keystone Global Partners, LLC CIK 0001764057 0.509 57 22.8 10.0% 3 +0.7 pp +1.9 pp +10.0 pp +10.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 22.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 22.7 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
FRG Family Wealth Advisors LLC CIK 0001893327 0.532 154 22.6 3.5% 3 -0.1 pp -0.1 pp +3.5 pp +3.5 pp
INVENIO WEALTH PARTNERS LLC CIK 0001989341 0.549 89 22.4 8.3% 3 +0.2 pp +0.4 pp +8.3 pp +8.3 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 22.4 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
Paradigm, Strategies in Wealth Management, LLC CIK 0001859579 0.583 61 22.4 14.7% 3 +0.3 pp +0.7 pp +14.7 pp +14.7 pp
Souders Financial Advisors CIK 0001811240 0.482 224 22.0 2.5% 3 -0.0 pp -0.0 pp +2.5 pp +2.5 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 21.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 21.9 1.4% 3 -0.0 pp -0.1 pp +1.4 pp +1.4 pp
ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 21.8 5.8% 3 +0.0 pp +0.0 pp +5.8 pp +5.8 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 21.8 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
RKL Wealth Management LLC CIK 0001604723 0.802 189 21.8 1.8% 3 -0.1 pp -0.1 pp +1.8 pp +1.8 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 21.6 1.3% 3 +0.2 pp +0.3 pp +1.3 pp +1.3 pp
B & T Capital Management DBA Alpha Capital Management CIK 0001450935 0.455 128 21.6 3.0% 3 -0.4 pp -0.5 pp +3.0 pp +3.0 pp
Allegheny Financial Group CIK 0001844148 0.552 305 21.2 3.1% 3 -0.7 pp -1.0 pp +3.1 pp +3.1 pp
HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 21.2 2.5% 3 +0.4 pp +1.4 pp +2.5 pp +2.5 pp
PACES FERRY WEALTH ADVISORS, LLC CIK 0001819919 0.528 136 20.9 8.5% 3 +0.1 pp -0.2 pp +8.5 pp +8.5 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 20.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 20.7 1.5% 3 +1.2 pp +1.4 pp +1.5 pp +1.5 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 20.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 20.4 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
Friday Financial CIK 0002048792 0.653 108 20.4 7.2% 3 -0.5 pp -0.3 pp +7.2 pp +7.2 pp
LCNB CORP (LCNB) CIK 0001074902 0.390 184 20.4 6.8% 3 -0.4 pp +0.7 pp +6.8 pp +6.8 pp
Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 20.3 2.0% 3 -0.0 pp +0.0 pp +2.0 pp +2.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 20.3 0.4% 3 -0.5 pp -0.5 pp +0.4 pp +0.4 pp
Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 20.1 4.0% 3 +0.0 pp -0.1 pp +4.0 pp +4.0 pp
Clark Wealth Partners CIK 0002107657 0.535 571 20.0 12.2% 4 +0.0 pp +5.9 pp +6.6 pp +12.2 pp
Members Advisory Group LLC CIK 0001908587 0.055 42 20.0 7.5% 3 -1.2 pp -1.0 pp +7.5 pp +7.5 pp
James J. Burns & Company, LLC CIK 0001949059 0.674 163 19.5 2.7% 3 -0.2 pp -0.3 pp +2.7 pp +2.7 pp
Schwallier Wealth Management LLC CIK 0001934951 0.044 69 19.5 12.4% 3 +0.5 pp +1.5 pp +12.4 pp +12.4 pp
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. CIK 0001936380 0.818 39 19.4 11.3% 3 -0.1 pp +0.0 pp +11.3 pp +11.3 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 19.3 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 19.2 6.3% 3 +0.2 pp +0.6 pp +6.3 pp +6.3 pp
Leo Wealth, LLC CIK 0001912202 0.425 452 18.7 1.4% 1 +1.4 pp +0.1 pp +1.4 pp +1.4 pp
Weinberger Asset Management, Inc CIK 0002051705 0.598 101 18.7 6.8% 3 -0.2 pp -0.3 pp +6.8 pp +6.8 pp
Skyline Advisors, Inc. CIK 0001843832 0.275 123 18.7 6.2% 3 -0.1 pp +0.1 pp +6.2 pp +6.2 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 18.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 18.3 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
Code Waechter LLC CIK 0002039212 0.356 127 17.9 11.5% 3 +2.0 pp +1.6 pp +11.5 pp +11.5 pp
SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 17.9 1.8% 3 -0.0 pp +0.2 pp +1.8 pp +1.8 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 17.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Payne Capital Management, LLC CIK 0001994332 0.664 88 17.8 5.6% 4 -0.0 pp -0.3 pp +0.0 pp +5.6 pp
Kaizen Financial Strategies CIK 0001842013 0.281 170 17.7 7.8% 3 -0.2 pp -0.1 pp +7.8 pp +7.8 pp
DAHRING | CUSMANO LLC CIK 0002053669 0.599 62 17.5 12.1% 3 +0.3 pp +0.8 pp +12.1 pp +12.1 pp
Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 17.4 0.5% 3 +0.2 pp +0.4 pp +0.5 pp +0.5 pp
Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 17.3 3.6% 3 +0.1 pp -0.0 pp +3.6 pp +3.6 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 16.9 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 16.9 1.9% 3 -0.1 pp -0.2 pp +1.9 pp +1.9 pp
FMR LLC CIK 0000315066 0.989 5571 16.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 16.9 1.1% 3 -0.1 pp -0.1 pp +1.1 pp +1.1 pp
Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 16.8 3.8% 3 -0.5 pp -0.6 pp +3.8 pp +3.8 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 16.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
JBGlobal.com LLC CIK 0002051348 0.702 32 16.7 21.0% 1 +21.0 pp +21.0 pp +21.0 pp +21.0 pp
YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 16.6 1.1% 3 -0.0 pp +0.1 pp +1.1 pp +1.1 pp
Curbstone Financial Management Corp CIK 0001608057 0.354 215 16.5 3.2% 3 -0.0 pp +0.0 pp +3.2 pp +3.2 pp
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Alpha Zero LLC CIK 0002079032 0.418 107 16.1 8.8% 4 +0.9 pp +1.0 pp +1.3 pp +8.8 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 16.0 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
ProVise Management Group, LLC CIK 0001305707 0.509 282 16.0 1.1% 3 -0.1 pp -0.1 pp +1.1 pp +1.1 pp
Aspen Wealth Strategies, LLC CIK 0001972517 0.579 89 15.9 8.7% 3 -2.5 pp -2.7 pp +8.7 pp +8.7 pp
CHOREO, LLC CIK 0001679031 0.797 1690 15.8 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 15.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Team Financial Group, LLC CIK 0001845163 0.669 56 15.7 7.1% 3 +0.1 pp +0.4 pp +7.1 pp +7.1 pp
Clay Northam Wealth Management, LLC CIK 0001915687 0.439 109 15.7 8.7% 3 -0.1 pp -0.2 pp +8.7 pp +8.7 pp
IFS Advisors, LLC CIK 0001765617 0.782 220 15.7 8.1% 3 +0.8 pp -0.7 pp +8.1 pp +8.1 pp
Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 15.6 1.7% 3 -0.0 pp +0.4 pp +1.7 pp +1.7 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 15.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 15.4 2.1% 3 +0.2 pp +0.2 pp +2.1 pp +2.1 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 15.4 0.6% 4 -0.2 pp -0.6 pp -0.1 pp +0.6 pp
LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 15.4 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
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Peachtree Investment Partners, LLC CIK 0001743863 0.408 143 15.3 5.1% 3 +0.2 pp +1.1 pp +5.1 pp +5.1 pp
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Martel Wealth Advisors LLC CIK 0002039437 0.898 61 15.1 2.6% 3 -0.1 pp -0.1 pp +2.6 pp +2.6 pp
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Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 14.7 1.7% 4 +0.0 pp +0.0 pp -0.0 pp +1.7 pp
Archford Capital Strategies, LLC CIK 0001606609 0.359 359 14.7 1.7% 3 +0.1 pp +0.8 pp +1.7 pp +1.7 pp
Next Level Wealth Planning, LLC CIK 0002044208 0.794 74 14.7 7.8% 3 -0.2 pp -0.1 pp +7.8 pp +7.8 pp
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D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 14.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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Broadleaf Partners, LLC CIK 0001712686 0.215 86 13.4 2.8% 3 +0.1 pp -0.3 pp +2.8 pp +2.8 pp
Asset Allocation Strategies LLC CIK 0001922879 0.395 177 13.3 2.5% 4 -0.0 pp +0.1 pp +0.4 pp +2.5 pp
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Opes Wealth Management LLC CIK 0001766918 0.574 141 13.2 2.2% 3 -0.1 pp +0.1 pp +2.2 pp +2.2 pp
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REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 13.1 3.8% 3 -0.0 pp +0.1 pp +3.8 pp +3.8 pp
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PFG Advisors CIK 0001694435 0.248 791 12.8 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
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GPM Growth Investors, Inc. CIK 0001799367 0.334 43 12.7 5.0% 3 -0.7 pp -0.4 pp +5.0 pp +5.0 pp
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TriaGen Wealth Management LLC CIK 0001843848 0.191 182 12.4 3.2% 3 +0.0 pp -0.1 pp +3.2 pp +3.2 pp
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Corient Private Wealth LP CIK 0001948780 0.887 3043 9.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 9.3 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 9.3 2.7% 3 +0.6 pp +1.2 pp +2.7 pp +2.7 pp
AMI INVESTMENT MANAGEMENT INC CIK 0001122241 0.599 78 9.2 2.1% 3 +0.9 pp +1.7 pp +2.1 pp +2.1 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 9.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
KICKSTAND VENTURES, LLC. CIK 0002000355 0.131 154 9.1 1.9% 3 -0.0 pp -0.3 pp +1.9 pp +1.9 pp
TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 9.1 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 9.0 2.3% 3 +0.0 pp +0.3 pp +2.3 pp +2.3 pp
Courage Miller Partners, LLC CIK 0001482106 0.690 87 8.9 2.7% 3 -0.1 pp -0.1 pp +2.7 pp +2.7 pp
FIRST NATIONAL BANK SIOUX FALLS CIK 0001085041 0.658 147 8.9 2.7% 3 -0.0 pp -0.3 pp +2.7 pp +2.7 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 8.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 8.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 8.6 2.6% 3 +0.4 pp +0.7 pp +2.6 pp +2.6 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 8.6 0.3% 3 +0.2 pp +0.0 pp +0.3 pp +0.3 pp
JMG Financial Group, Ltd. CIK 0001314404 0.961 137 8.5 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 8.4 1.7% 3 +0.3 pp +0.2 pp +1.7 pp +1.7 pp
FIDELIS iM, LLC CIK 0001894206 0.843 27 8.4 3.2% 1 +3.2 pp +0.6 pp +3.2 pp +3.2 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 8.4 2.6% 3 +2.2 pp -0.2 pp +2.6 pp +2.6 pp
Cambridge Advisors Inc. CIK 0001633695 0.651 183 8.3 1.6% 3 -0.0 pp +0.0 pp +1.6 pp +1.6 pp
Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.305 105 8.3 2.8% 3 +0.0 pp +0.1 pp +2.8 pp +2.8 pp
HC Advisors, LLC CIK 0001803295 0.581 62 8.3 5.7% 3 +0.6 pp +1.7 pp +5.7 pp +5.7 pp
EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 8.3 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 8.2 3.2% 3 -0.4 pp -0.5 pp +3.2 pp +3.2 pp
MADDEN SECURITIES Corp CIK 0001803566 0.326 118 8.1 2.5% 3 -0.0 pp -0.1 pp +2.5 pp +2.5 pp
Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 8.0 1.0% 3 -0.1 pp -0.5 pp +1.0 pp +1.0 pp
Snider Financial Group CIK 0001820681 0.424 103 8.0 2.1% 3 -0.1 pp +0.0 pp +2.1 pp +2.1 pp
Cambridge Financial Group, LLC CIK 0002085256 0.512 155 7.9 2.8% 5 +0.0 pp -0.2 pp -0.1 pp -0.5 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 7.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
AMARA FINANCIAL, LLC. CIK 0001934965 0.735 48 7.9 5.5% 3 -0.2 pp -0.8 pp +5.5 pp +5.5 pp
D.B. Root & Company, LLC CIK 0001731717 0.580 207 7.7 1.9% 3 -0.1 pp -0.0 pp +1.9 pp +1.9 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 7.7 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 7.7 1.7% 3 +0.1 pp +0.3 pp +1.7 pp +1.7 pp
Financially Speaking Inc CIK 0002040901 0.000 103 7.6 4.9% 3 -0.7 pp +0.2 pp +4.9 pp +4.9 pp
Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 7.5 0.4% 3 -0.0 pp +0.2 pp +0.4 pp +0.4 pp
Fingerlakes Wealth Management, Inc. CIK 0001910248 0.369 101 7.5 4.8% 3 +0.3 pp +0.5 pp +4.8 pp +4.8 pp
Truepoint, Inc. CIK 0001427748 0.954 160 7.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
SMITH, MOORE & CO. CIK 0000200724 0.514 586 7.5 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
Csenge Advisory Group CIK 0001715593 0.550 760 7.5 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
Joseph P. Lucia & Associates, LLC CIK 0001775391 0.295 188 7.5 2.7% 3 -0.1 pp -0.2 pp +2.7 pp +2.7 pp
New Hampshire Trust CIK 0001961742 0.436 176 7.5 1.5% 3 +0.7 pp +1.0 pp +1.5 pp +1.5 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 7.5 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 7.5 5.6% 4 +1.4 pp +1.8 pp +3.3 pp +5.6 pp
Liberty Capital Management, Inc. CIK 0001366838 0.373 184 7.5 1.4% 3 +0.0 pp +0.1 pp +1.4 pp +1.4 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 7.4 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
Westbourne Investment Advisors, Inc. CIK 0001650092 0.463 120 7.4 2.0% 3 +0.0 pp +0.3 pp +2.0 pp +2.0 pp
Gleason Group, Inc. CIK 0001822632 0.921 449 7.3 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 7.3 1.5% 3 -0.0 pp -0.0 pp +1.5 pp +1.5 pp
Claro Advisors Inc. CIK 0001764386 0.389 533 7.2 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 7.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
NESTEGG ADVISORS, INC. CIK 0002062716 0.610 53 7.2 6.1% 4 -0.0 pp +0.4 pp +0.8 pp +6.1 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 7.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 7.0 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 7.0 3.1% 3 +0.1 pp +0.1 pp +3.1 pp +3.1 pp
Spectrum Asset Management, Inc. (NB/CA) CIK 0001632078 0.275 113 7.0 2.3% 3 -0.1 pp -0.4 pp +2.3 pp +2.3 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 6.9 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 6.9 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 6.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MACROVIEW INVESTMENT MANAGEMENT LLC CIK 0001551727 0.269 105 6.9 4.7% 3 -0.7 pp -0.4 pp +4.7 pp +4.7 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 6.8 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 6.8 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 6.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 6.7 1.5% 3 -0.0 pp -0.1 pp +1.5 pp +1.5 pp
Orgel Wealth Management, LLC CIK 0001658535 0.871 113 6.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
CX Institutional CIK 0001737089 0.437 1568 6.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 6.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prostatis Group LLC CIK 0001649186 0.318 190 6.5 1.6% 3 +0.2 pp -1.0 pp +1.6 pp +1.6 pp
Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 6.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 6.5 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 6.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Latko Wealth Management, Ltd. CIK 0001937769 0.712 37 6.4 3.1% 3 +0.7 pp +1.2 pp +3.1 pp +3.1 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 6.4 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
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Guardian Financial Partners, LLC CIK 0001723514 0.576 69 6.3 2.7% 3 +0.1 pp +0.1 pp +2.7 pp +2.7 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 6.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 6.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 6.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Cooper Financial Group CIK 0001751581 0.393 448 6.2 0.7% 3 +0.2 pp -0.3 pp +0.7 pp +0.7 pp
Chesapeake Wealth Management CIK 0001730383 0.355 168 6.1 1.8% 3 +0.1 pp +0.1 pp +1.8 pp +1.8 pp
Steele Capital Management, Inc. CIK 0001646695 0.876 85 6.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 6.0 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
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Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 6.0 1.3% 1 +1.3 pp +0.2 pp +1.3 pp +1.3 pp
Fermata Advisors, LLC CIK 0001859259 0.280 275 5.9 1.4% 3 -0.1 pp +0.3 pp +1.4 pp +1.4 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 5.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Eagle Capital Management, LLC CIK 0001600746 0.615 50 5.9 2.1% 3 -0.0 pp -0.1 pp +2.1 pp +2.1 pp
Apex Wealth Management, LLC CIK 0002056695 0.373 63 5.9 5.9% 3 -1.4 pp -1.7 pp +5.9 pp +5.9 pp
Madden Advisory Services, Inc. CIK 0001542284 0.435 110 5.9 2.4% 3 +0.2 pp +0.2 pp +2.4 pp +2.4 pp
Long Island Wealth Management, Inc. CIK 0002011177 0.562 95 5.8 2.8% 3 -0.0 pp +0.0 pp +2.8 pp +2.8 pp
Secure Asset Management, LLC CIK 0001800692 0.269 320 5.8 0.9% 3 +0.2 pp +0.5 pp +0.9 pp +0.9 pp
MRWM Advisors, LLC CIK 0001732949 0.327 80 5.8 3.1% 4 -0.7 pp +0.1 pp +1.1 pp +3.1 pp
PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 5.8 3.2% 3 +0.1 pp +0.3 pp +3.2 pp +3.2 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 5.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 5.7 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 5.7 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
Compass Advisory Group LLC CIK 0001720292 0.720 89 5.6 1.5% 3 -0.1 pp -0.3 pp +1.5 pp +1.5 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 5.6 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
Dakota Wealth Management CIK 0001631353 0.544 771 5.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 5.6 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
Perissos Private Wealth Management, LLC CIK 0002023071 0.063 79 5.6 4.8% 3 +1.2 pp +1.3 pp +4.8 pp +4.8 pp
Trek Financial, LLC CIK 0001768195 0.100 501 5.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
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HCR Wealth Advisors CIK 0001697715 0.731 259 5.4 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 5.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 5.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 5.3 2.4% 3 -4.2 pp -4.7 pp +2.4 pp +2.4 pp
Bigelow Investment Advisors, LLC CIK 0001729516 0.296 157 5.2 2.0% 3 +0.0 pp +0.0 pp +2.0 pp +2.0 pp
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Wealthfront Advisers LLC CIK 0001763921 0.976 1119 5.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 5.1 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 5.1 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
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ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 0.575 80 5.0 2.3% 3 -0.1 pp -0.0 pp +2.3 pp +2.3 pp
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Strategic Blueprint, LLC CIK 0001767821 0.399 689 4.9 0.3% 3 -2.3 pp -2.1 pp +0.3 pp +0.3 pp
Parsonex Advisory Services, Inc. CIK 0002107398 0.300 50 4.9 3.1% 2 -0.1 pp +3.1 pp +3.1 pp +3.1 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 4.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 4.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
KANE INVESTMENT MANAGEMENT, INC. CIK 0002056671 0.407 100 4.8 2.3% 3 -0.0 pp -0.1 pp +2.3 pp +2.3 pp
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KPP Advisory Services LLC CIK 0001989349 0.344 361 4.6 0.7% 3 +0.1 pp -0.3 pp +0.7 pp +0.7 pp
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Athena Investment Management CIK 0001921093 0.240 132 4.2 2.1% 3 +0.0 pp +0.1 pp +2.1 pp +2.1 pp
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Asset Dedication, LLC CIK 0001475896 0.787 1242 4.2 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
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Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 4 -0.0 pp -0.2 pp -0.1 pp +0.0 pp
MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFS Partners, LLC CIK 0002002654 0.478 599 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clayton Financial Group LLC CIK 0002011212 0.402 65 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Eukles Asset Management CIK 0001632553 0.343 228 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Canopy Partners, LLC CIK 0001960860 0.327 256 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
High Note Wealth, LLC CIK 0001807283 0.547 959 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Red Tortoise LLC CIK 0001910488 0.497 590 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 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
New Century Financial Group, LLC CIK 0002010693 0.000 0 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Briaud Financial Planning Inc CIK 0001800586 0.831 42 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 -0.9 pp +0.0 pp +0.0 pp
Ergawealth Advisors, Inc. CIK 0001973209 0.817 54 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.272 1461 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 -0.0 pp -0.0 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
Wealth Group, Ltd. CIK 0002013988 0.302 106 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Future Fund LLC CIK 0001911970 0.079 118 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Regal Partners Ltd CIK 0001577774 0.595 122 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CONNING INC. CIK 0000801051 0.496 327 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -5.1 pp -6.4 pp +0.0 pp +0.0 pp
Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 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
FINANCIAL COUNSELORS INC CIK 0000949623 0.658 13 0.0 0.0% 0 -31.4 pp +0.0 pp +0.0 pp +0.0 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kessler Investment Group, LLC CIK 0001525947 0.119 81 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Custos Family Office, LLC CIK 0001904423 0.576 67 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
PAX Financial Group, LLC CIK 0001803673 0.350 207 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADVOCATE GROUP LLC CIK 0001853401 0.368 122 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 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 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 -0.6 pp -0.7 pp +0.0 pp +0.0 pp
Castleview Partners, LLC CIK 0001737088 0.131 223 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 -1.0 pp -1.1 pp +0.0 pp +0.0 pp
Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Conrad Siegel Investment Advisors, Inc. CIK 0001905875 0.814 74 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 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
Retireful, LLC CIK 0001919176 0.005 81 0.0 0.0% 0 -0.4 pp -0.3 pp +0.0 pp +0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Freestate Advisors LLC CIK 0001660328 0.717 42 0.0 0.0% 0 +0.0 pp -1.2 pp +0.0 pp +0.0 pp
WIN ADVISORS, INC CIK 0001897144 0.000 75 0.0 0.0% 0 -11.0 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
WASHINGTON TRUST Co CIK 0001079736 0.660 296 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 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
OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Systelligence, LLC CIK 0001882691 0.094 62 0.0 0.0% 0 +0.0 pp -3.4 pp +0.0 pp +0.0 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 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 -0.7 pp -0.7 pp -0.7 pp +0.0 pp
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
MeadowBrook Investment Advisors LLC CIK 0001308290 0.250 196 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ascent Group, LLC CIK 0001913231 0.508 808 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
Weaver Consulting Group CIK 0001780055 0.312 297 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
FSA Advisors, Inc. CIK 0001905627 0.025 261 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -0.7 pp -0.6 pp +0.0 pp +0.0 pp
NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Shorepoint Capital Partners LLC CIK 0001759476 0.340 98 0.0 0.0% 0 -2.2 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 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
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
Beacon Harbor Wealth Advisors, Inc. CIK 0001784093 0.062 70 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BOS Asset Management, LLC CIK 0001965814 0.309 204 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONTAG & CALDWELL, LLC CIK 0000067698 0.323 113 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 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 -5.1 pp -4.0 pp +0.0 pp +0.0 pp
Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 -3.1 pp -2.9 pp +0.0 pp +0.0 pp
Worth Asset Management, LLC CIK 0001927285 0.074 212 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
MARSHALL FINANCIAL GROUP INC /ADV CIK 0000701189 0.768 53 0.0 0.0% 0 -9.3 pp -9.6 pp +0.0 pp +0.0 pp
JB Capital LLC CIK 0001879371 0.629 280 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
McCarthy & Cox CIK 0002020726 0.000 18 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 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
COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 0.0 0.0% 0 -0.2 pp -0.1 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
Defined Financial Planning LLC CIK 0002056559 0.262 65 0.0 0.0% 0 -11.8 pp -10.3 pp +0.0 pp +0.0 pp
Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 -0.8 pp -0.8 pp +0.0 pp +0.0 pp
Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Gibbs Wealth Management CIK 0002081110 0.167 430 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Significant Wealth Partners LLC CIK 0001964680 0.130 116 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Jentner Corp CIK 0001695908 0.884 54 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Paragon Advisors, LLC CIK 0001799719 0.414 77 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
JFG Wealth Management, LLC CIK 0001766972 0.899 67 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 -0.9 pp -2.0 pp +0.0 pp +0.0 pp
ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 +0.0 pp -1.8 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
TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bull Oak Capital, LLC CIK 0001824263 0.751 40 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 -1.3 pp -1.2 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 -3.0 pp +0.0 pp +0.0 pp
Burt Wealth Advisors CIK 0001612041 0.539 115 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
von Borstel & Associates, Inc. CIK 0002041065 0.909 44 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Advisors, LLC CIK 0001766909 0.906 80 0.0 0.0% 0 -16.6 pp -16.6 pp +0.0 pp +0.0 pp
JPL Wealth Management, LLC CIK 0002010710 0.274 1876 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 -13.3 pp +0.0 pp +0.0 pp +0.0 pp
Tiller Private Wealth, Inc. CIK 0001663649 0.826 69 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 -5.6 pp -4.5 pp -4.0 pp -4.3 pp
Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AHL INVESTMENT MANAGEMENT, INC. CIK 0001908425 0.302 68 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Q3 Asset Management CIK 0001732543 0.000 70 0.0 0.0% 0 -1.5 pp +0.0 pp +0.0 pp +0.0 pp
FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 0.0 0.0% 0 +0.0 pp -5.0 pp +0.0 pp +0.0 pp
KM Capital Management Ltd. CIK 0001963514 0.174 48 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Hamilton Point Investment Advisors, LLC CIK 0001599746 0.457 192 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Financial Life Planners CIK 0002053368 0.608 339 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
ROSS\JOHNSON & Associates LLC CIK 0002056532 0.000 371 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
RMG Wealth Management LLC CIK 0001844731 0.508 578 0.0 0.0% 0 -22.4 pp +0.0 pp +0.0 pp +0.0 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Copperwynd Financial, LLC CIK 0001687832 0.193 156 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
Center for Financial Planning, Inc. CIK 0001803557 0.897 666 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 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Keener Financial Planning LLC CIK 0002004495 0.857 61 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just 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 (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