Signals

← Signals

☆SCHG

1824 in-universe funds with a nonzero position in SCHG within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#20
Score / z7.609 / 6.88
Consensus528.84 over 1022 funds
Momentumno 12m return

Price & positioning

251 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 ▾
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,877.8 0.5% 4 -0.1 pp -0.1 pp +0.0 pp +0.5 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 1,385.6 1.3% 4 -0.1 pp -0.2 pp -0.3 pp +1.3 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 1,268.0 12.7% 4 -1.4 pp -0.9 pp -0.5 pp +12.7 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 1,267.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1,086.1 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 993.5 2.0% 4 -0.1 pp -0.2 pp -0.2 pp +2.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 575.7 0.7% 4 -0.1 pp -0.1 pp -0.1 pp +0.7 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 530.1 0.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 523.0 0.6% 4 -0.0 pp -0.0 pp +0.1 pp +0.6 pp
☆VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 497.2 4.2% 2 -0.3 pp +4.2 pp +4.2 pp +4.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 478.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 461.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 437.9 12.0% 4 -1.6 pp -1.7 pp -2.1 pp +12.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 354.0 0.4% 5 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 311.1 9.6% 4 -0.6 pp -1.6 pp -0.8 pp +9.6 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 291.5 0.0% 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 271.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 264.2 0.7% 3 -0.2 pp -0.1 pp +0.7 pp +0.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 251.2 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 251.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 218.0 2.1% 4 -0.2 pp -0.3 pp -0.2 pp +2.1 pp
☆McAdam, LLC CIK 0001695490 0.802 516 215.9 9.7% 4 -1.1 pp -1.3 pp -1.2 pp +9.7 pp
☆CWM, LLC CIK 0001535847 0.788 5645 209.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 195.2 1.0% 4 +0.2 pp +0.0 pp -0.1 pp +1.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 187.4 1.4% 4 -0.0 pp -0.1 pp -0.6 pp +1.4 pp
☆Thrive Wealth Management, LLC CIK 0001847610 0.785 254 154.9 23.1% 4 -0.5 pp -0.8 pp -0.9 pp +23.1 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 137.8 4.9% 4 -0.5 pp -0.5 pp -0.6 pp +4.9 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 134.5 0.8% 4 -0.1 pp -0.0 pp -0.1 pp +0.8 pp
☆Marquette Asset Management, LLC CIK 0001395067 0.885 830 124.3 18.6% 4 -1.9 pp -2.4 pp -2.5 pp +18.6 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 120.0 3.9% 4 +0.0 pp -0.1 pp -1.1 pp +3.9 pp
☆Golden Reserve Retirement LLC CIK 0002066488 0.825 112 118.3 24.4% 4 -0.3 pp -5.3 pp -4.8 pp +24.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 107.7 0.2% 4 -0.0 pp -0.1 pp -0.0 pp +0.2 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 104.7 12.1% 4 -1.3 pp -1.3 pp -1.0 pp +12.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 102.4 0.8% 4 +0.1 pp +0.0 pp +0.0 pp +0.8 pp
☆Creative Planning CIK 0001540235 0.979 4196 95.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 95.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 93.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 92.6 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 90.8 14.8% 4 -1.7 pp -1.7 pp -1.8 pp +14.8 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 90.7 0.4% 4 -0.0 pp +0.0 pp +0.3 pp +0.4 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 89.5 7.1% 4 +0.3 pp +1.9 pp +2.3 pp +7.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 84.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 84.7 0.5% 4 -0.0 pp +0.1 pp +0.0 pp +0.5 pp
☆Legacy Financial Strategies, LLC CIK 0001723925 0.732 152 84.5 15.2% 4 -1.2 pp -1.5 pp -1.7 pp +15.2 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 83.4 2.2% 4 -0.3 pp -0.2 pp -0.1 pp +2.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 83.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 80.4 8.9% 2 -1.2 pp +8.9 pp +8.9 pp +8.9 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 75.7 4.2% 4 -0.1 pp -0.1 pp -0.1 pp +4.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 69.2 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 68.7 3.7% 4 -0.5 pp -0.5 pp -0.4 pp +3.7 pp
☆HRC WEALTH MANAGEMENT, LLC CIK 0002009521 0.836 65 65.5 31.0% 4 -4.2 pp -4.4 pp -4.4 pp +31.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 63.6 0.7% 4 +0.1 pp +0.1 pp +0.0 pp +0.7 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 62.1 7.6% 3 -1.5 pp -2.1 pp +7.6 pp +7.6 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 62.0 3.9% 4 -0.6 pp -0.6 pp -0.7 pp +3.9 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 61.3 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 61.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 59.0 1.8% 4 -0.2 pp -0.4 pp -0.2 pp +1.8 pp
☆Nadler Financial Group, Inc. CIK 0001541787 0.841 149 57.2 5.5% 4 -0.3 pp -0.3 pp -0.3 pp +5.5 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 56.7 2.3% 4 +0.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 56.1 3.6% 4 -0.1 pp -0.1 pp +0.1 pp +3.6 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 54.5 7.8% 4 -0.7 pp -1.0 pp -1.0 pp +7.8 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 54.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 54.3 2.0% 4 -0.2 pp -0.2 pp -0.1 pp +2.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 53.8 0.8% 4 -0.2 pp -0.4 pp -0.4 pp +0.8 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 52.5 0.4% 4 -0.1 pp -0.1 pp -0.2 pp +0.4 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 52.4 0.8% 4 +0.5 pp -0.0 pp -0.0 pp +0.8 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 52.3 0.7% 3 -0.1 pp +0.0 pp +0.7 pp +0.7 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 51.6 0.4% 4 -0.1 pp -0.1 pp +0.0 pp +0.4 pp
☆Northern Capital Management, Inc. CIK 0001581794 0.845 55 51.3 25.7% 4 -4.3 pp -5.1 pp -5.3 pp +25.7 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 50.6 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 50.6 3.7% 4 -0.4 pp -0.2 pp -0.2 pp +3.7 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 50.4 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 47.8 5.3% 4 -0.6 pp -0.8 pp -1.9 pp +5.3 pp
☆BURKETT FINANCIAL SERVICES, LLC CIK 0001762716 0.749 266 47.6 16.3% 4 -1.5 pp -2.0 pp -1.6 pp +16.3 pp
☆TSG Advice Partners, LLC CIK 0002111347 0.054 135 47.5 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 47.5 3.8% 4 -0.2 pp -0.3 pp -0.2 pp +3.8 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 47.4 0.4% 4 -0.1 pp -0.1 pp -0.0 pp +0.4 pp
☆Cornerstone Wealth Advisors, Inc. CIK 0001862176 0.876 55 47.4 10.9% 4 -1.4 pp -2.0 pp -2.3 pp +10.9 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 45.3 28.9% 5 -0.2 pp -0.4 pp -2.4 pp -1.2 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 45.1 2.2% 4 +1.5 pp +1.4 pp +1.4 pp +2.2 pp
☆Triton Wealth Management, PLLC CIK 0001791126 0.546 133 44.5 16.5% 4 -1.1 pp -4.1 pp -4.2 pp +16.5 pp
☆SUMMIT WEALTH & RETIREMENT PLANNING, INC. CIK 0001766995 0.761 113 44.2 10.5% 4 -1.2 pp -1.6 pp -1.6 pp +10.5 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 43.8 0.0% 4 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 43.0 0.6% 4 -0.1 pp -0.0 pp -0.1 pp +0.6 pp
☆Vestwell Advisors, LLC CIK 0002081474 0.919 26 42.7 11.7% 1 +11.7 pp -1.6 pp +11.7 pp +11.7 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 42.7 3.0% 4 -0.6 pp -0.7 pp -0.8 pp +3.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 42.6 1.8% 4 -0.2 pp -0.2 pp -0.1 pp +1.8 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 42.1 5.9% 4 -0.6 pp -1.0 pp -0.7 pp +5.9 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 42.1 0.4% 4 -0.2 pp -0.1 pp -0.1 pp +0.4 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 41.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 40.9 1.8% 4 -0.3 pp -0.3 pp -0.7 pp +1.8 pp
☆Goepper Burkhardt LLC CIK 0001844142 0.645 99 40.8 13.6% 4 -1.0 pp -0.9 pp -0.7 pp +13.6 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 40.4 1.5% 4 -0.1 pp -0.2 pp -0.1 pp +1.5 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 39.8 1.8% 4 -0.2 pp -0.2 pp -1.2 pp +1.8 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 39.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Veery Capital, LLC CIK 0001844375 0.780 100 39.4 12.1% 4 -1.1 pp -1.4 pp -1.1 pp +12.1 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 38.9 0.7% 4 +0.1 pp -0.0 pp -0.1 pp +0.7 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 38.8 6.1% 4 -0.6 pp -1.0 pp -0.9 pp +6.1 pp
☆Financial Advisors Network, Inc. CIK 0001697856 0.660 208 38.5 5.3% 4 -0.5 pp -0.4 pp -0.1 pp +5.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 38.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 37.6 17.6% 4 +5.2 pp +5.3 pp +5.5 pp +17.6 pp
☆Provident Wealth Management, LLC CIK 0001799797 0.729 161 37.4 11.3% 4 -1.1 pp -1.1 pp -1.0 pp +11.3 pp
☆DRAVO BAY LLC CIK 0001910389 0.779 51 37.2 15.1% 4 -1.4 pp -1.6 pp -1.2 pp +15.1 pp
☆Serenity Investment Advisors CIK 0002105389 0.696 76 36.8 17.2% 1 +17.2 pp +17.2 pp +17.2 pp +17.2 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 36.8 0.5% 4 -0.2 pp -0.3 pp -0.5 pp +0.5 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.675 198 36.7 4.0% 4 -0.0 pp +0.0 pp +0.0 pp +4.0 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 36.1 3.4% 4 -0.4 pp -0.5 pp -0.5 pp +3.4 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 36.1 0.4% 4 +0.2 pp +0.2 pp +0.2 pp +0.4 pp
☆SK Wealth Management, LLC CIK 0001867958 0.578 80 34.9 9.7% 5 -1.2 pp -2.3 pp -1.4 pp +0.2 pp
☆Curtis Advisory Group, LLC CIK 0001664656 0.557 117 34.8 7.5% 4 -0.6 pp -0.9 pp -1.2 pp +7.5 pp
☆Mokosak Advisory Group, LLC CIK 0001713112 0.909 38 34.7 8.7% 4 -1.0 pp -1.0 pp -0.9 pp +8.7 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 33.8 3.9% 4 -0.4 pp -0.8 pp -1.1 pp +3.9 pp
☆FLC Capital Advisors CIK 0001713697 0.549 229 33.4 6.1% 4 -0.5 pp -0.6 pp -0.6 pp +6.1 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 32.3 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 30.9 4.0% 4 -0.5 pp -0.2 pp +0.2 pp +4.0 pp
☆Richardson Capital Management LLC CIK 0001621646 0.839 243 30.4 14.7% 4 -2.0 pp -2.1 pp -3.0 pp +14.7 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 30.4 4.0% 4 -1.0 pp -1.2 pp -1.2 pp +4.0 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 30.2 3.9% 4 -0.4 pp -0.6 pp -0.6 pp +3.9 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 29.8 7.2% 4 -0.8 pp -1.0 pp -0.8 pp +7.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 29.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 29.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Invst, LLC CIK 0001867587 0.314 343 29.0 3.3% 4 -0.4 pp -0.3 pp -0.0 pp +3.3 pp
☆Seneca Financial Advisors LLC CIK 0002082922 0.759 66 28.7 8.4% 6 +0.1 pp -0.1 pp -0.6 pp -0.6 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 28.4 0.3% 4 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 28.4 0.3% 4 -0.1 pp -0.3 pp -0.2 pp +0.3 pp
☆VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 28.3 13.9% 4 -3.8 pp -4.0 pp -3.8 pp +13.9 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 28.2 8.2% 4 +0.3 pp +0.3 pp +0.3 pp +8.2 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 27.7 0.6% 4 -0.1 pp -0.2 pp -0.2 pp +0.6 pp
☆CERTUITY, LLC CIK 0001800752 0.558 672 27.7 1.8% 4 +0.3 pp +0.5 pp +0.4 pp +1.8 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 27.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 27.5 0.8% 4 -0.1 pp -0.1 pp -0.1 pp +0.8 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 27.3 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 27.2 3.8% 4 -0.6 pp +0.2 pp +0.4 pp +3.8 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 27.2 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 27.1 4.2% 4 -0.5 pp -0.6 pp -0.3 pp +4.2 pp
☆Ally Invest Advisors Inc. CIK 0001706013 0.945 75 26.7 1.8% 4 -0.2 pp -0.2 pp -0.1 pp +1.8 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 26.7 0.5% 4 -0.1 pp -0.1 pp -0.3 pp +0.5 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 26.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 26.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 26.5 0.5% 4 -0.0 pp +0.0 pp +0.1 pp +0.5 pp
☆Capital Planning LLC CIK 0001790688 0.562 88 26.4 8.6% 4 +1.4 pp +1.3 pp +1.3 pp +8.6 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 26.3 1.6% 4 -0.2 pp +0.1 pp +0.1 pp +1.6 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 25.5 0.9% 4 -0.1 pp -0.1 pp -0.2 pp +0.9 pp
☆Denver PWM, LLC CIK 0001657980 0.608 89 25.3 8.7% 4 -1.8 pp -1.1 pp -1.1 pp +8.7 pp
☆MOR Wealth Management, LLC CIK 0002092389 0.479 122 25.2 11.6% 1 +11.6 pp +11.6 pp +11.6 pp +11.6 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 25.2 1.8% 4 -0.3 pp -0.4 pp -0.3 pp +1.8 pp
☆Weaver Capital Management LLC CIK 0001552247 0.481 170 24.9 5.4% 4 -0.6 pp +0.0 pp -0.3 pp +5.4 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 24.8 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 24.7 0.8% 4 +0.1 pp +0.2 pp +0.2 pp +0.8 pp
☆KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 24.6 8.4% 4 -1.0 pp -1.1 pp -0.7 pp +8.4 pp
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☆KRM WEALTH MANAGEMENT L.L.C. CIK 0002126518 0.824 46 24.2 12.6% 1 +12.6 pp +12.6 pp +12.6 pp +12.6 pp
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☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 23.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
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☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 22.1 1.4% 4 +0.2 pp +0.2 pp +0.2 pp +1.4 pp
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☆WBH ADVISORY INC CIK 0001259671 0.566 363 21.8 1.6% 4 -0.4 pp -0.3 pp -0.2 pp +1.6 pp
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☆Independent Advisor Alliance CIK 0001696899 0.044 1054 21.8 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
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☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 20.5 0.3% 4 -0.0 pp -0.1 pp -0.0 pp +0.3 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 20.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆Allegheny Financial Group CIK 0001844148 0.552 305 19.5 2.6% 4 -0.5 pp -1.2 pp -1.5 pp +2.6 pp
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☆INVENIO WEALTH PARTNERS LLC CIK 0001989341 0.549 89 19.3 7.7% 4 -0.7 pp -0.5 pp -0.3 pp +7.7 pp
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☆B & T Capital Management DBA Alpha Capital Management CIK 0001450935 0.455 128 18.9 2.7% 4 -0.3 pp -0.7 pp -0.8 pp +2.7 pp
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☆FRG Family Wealth Advisors LLC CIK 0001893327 0.532 154 18.7 3.1% 4 -0.4 pp -0.6 pp -0.6 pp +3.1 pp
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☆Composition Wealth, LLC CIK 0001585859 0.755 995 18.7 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆RKL Wealth Management LLC CIK 0001604723 0.802 189 18.6 1.7% 4 -0.1 pp -0.2 pp -0.3 pp +1.7 pp
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☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 17.7 1.7% 4 -0.2 pp -0.3 pp -0.2 pp +1.7 pp
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☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 16.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 9.3 0.7% 4 -0.8 pp +0.4 pp +0.5 pp +0.7 pp
☆MBA Advisors LLC CIK 0001848704 0.403 164 9.3 3.6% 4 -0.7 pp -0.8 pp -0.8 pp +3.6 pp
☆FIDELIS iM, LLC CIK 0001894206 0.843 27 9.3 3.5% 2 +0.3 pp +3.5 pp +0.9 pp +3.5 pp
☆Apex Wealth Management, LLC CIK 0002056695 0.373 63 9.3 6.4% 4 +0.4 pp -1.0 pp -1.2 pp +6.4 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 9.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 9.3 2.0% 4 -0.2 pp -0.7 pp -0.5 pp +2.0 pp
☆AMARA FINANCIAL, LLC. CIK 0001934965 0.735 48 9.2 6.3% 4 +0.9 pp +0.7 pp +0.1 pp +6.3 pp
☆Entelevest, LLC CIK 0002109595 0.254 112 9.2 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
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☆Capital Squared Financial LLC CIK 0002128691 0.347 87 9.2 7.0% 3 -1.0 pp -1.5 pp +7.0 pp +7.0 pp
☆Broadleaf Partners, LLC CIK 0001712686 0.215 86 9.2 2.1% 4 -0.7 pp -0.6 pp -0.9 pp +2.1 pp
☆Polianta Ltd CIK 0001695214 0.724 86 9.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆FIRST NATIONAL BANK SIOUX FALLS CIK 0001085041 0.658 147 9.1 2.5% 4 -0.2 pp -0.2 pp -0.4 pp +2.5 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 9.1 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Blom & Howell Financial Planning, Inc. CIK 2136102 0.406 67 9.1 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
☆&PARTNERS CIK 0000107136 0.806 2509 9.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 9.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sage Financial Management Group, Inc. CIK 0001762086 0.795 61 8.9 2.7% 4 -0.3 pp -0.4 pp -0.4 pp +2.7 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 8.9 0.3% 4 -0.1 pp -0.3 pp +0.3 pp +0.3 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 8.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆WARNER FINANCIAL, INC CIK 0001927175 0.518 145 8.8 3.0% 4 -0.4 pp -0.5 pp -0.5 pp +3.0 pp
☆Wilkins Miller Wealth Management, LLC CIK 0002057318 0.363 95 8.7 5.3% 4 -0.5 pp -0.6 pp -0.5 pp +5.3 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 8.5 1.8% 4 -0.1 pp -0.1 pp -0.4 pp +1.8 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 8.5 0.9% 4 -0.2 pp -0.2 pp -0.1 pp +0.9 pp
☆Peachtree Investment Partners, LLC CIK 0001743863 0.408 143 8.4 3.2% 4 -1.9 pp -1.7 pp -0.7 pp +3.2 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 8.4 1.0% 4 -2.4 pp -3.0 pp -1.6 pp +1.0 pp
☆Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 8.4 1.2% 4 -0.1 pp -0.3 pp -0.4 pp +1.2 pp
☆Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 8.4 1.2% 4 -0.5 pp -0.5 pp -0.5 pp +1.2 pp
☆HC Advisors, LLC CIK 0001803295 0.581 62 8.4 5.6% 4 -0.1 pp +0.4 pp +1.6 pp +5.6 pp
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☆New Hampshire Trust CIK 0001961742 0.436 176 8.2 1.7% 4 +0.2 pp +0.9 pp +1.2 pp +1.7 pp
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☆STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC CIK 0002105785 0.309 70 8.1 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Prota Financial, LLC CIK 0002126257 0.258 70 8.1 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
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☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 8.0 2.3% 4 -0.4 pp -0.5 pp -0.5 pp +2.3 pp
☆One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 8.0 2.0% 4 -0.3 pp -0.3 pp +0.0 pp +2.0 pp
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☆Tenzing Financial LLC CIK 0002111360 0.444 84 7.8 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
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☆RCW Management, LLC CIK 0002104402 0.332 68 7.7 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 7.7 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 7.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 7.5 0.1% 4 -0.1 pp -0.2 pp -0.2 pp +0.1 pp
☆GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 7.5 0.4% 4 +0.1 pp +0.3 pp +0.3 pp +0.4 pp
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☆Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 7.4 1.6% 4 -0.1 pp +0.1 pp +0.1 pp +1.6 pp
☆Cambridge Advisors Inc. CIK 0001633695 0.651 183 7.3 1.4% 4 -0.2 pp -0.2 pp -0.1 pp +1.4 pp
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☆MADDEN SECURITIES Corp CIK 0001803566 0.326 118 7.3 2.2% 4 -0.3 pp -0.3 pp -0.4 pp +2.2 pp
☆Bishop & Co Investment Management, LLC CIK 0001603276 0.888 26 7.3 2.5% 4 -0.7 pp -0.8 pp -0.8 pp +2.5 pp
☆Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 7.2 2.5% 4 -0.7 pp -1.1 pp -1.2 pp +2.5 pp
☆Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 7.2 3.2% 4 +1.9 pp +1.9 pp +1.9 pp +3.2 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 7.2 5.3% 5 -0.3 pp +1.1 pp +1.5 pp +3.0 pp
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☆CX Institutional CIK 0001737089 0.437 1568 7.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
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☆RFG Advisory, LLC CIK 0001633387 0.783 1103 6.9 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
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☆Latko Wealth Management, Ltd. CIK 0001937769 0.712 37 6.7 3.3% 4 +0.2 pp +0.9 pp +1.4 pp +3.3 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 6.6 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 6.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 6.6 0.7% 4 -0.1 pp -0.1 pp -0.1 pp +0.7 pp
☆Joseph P. Lucia & Associates, LLC CIK 0001775391 0.295 188 6.6 2.4% 4 -0.3 pp -0.5 pp -0.5 pp +2.4 pp
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☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 6.4 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
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☆Snider Financial Group CIK 0001820681 0.424 103 6.4 1.9% 4 -0.2 pp -0.3 pp -0.2 pp +1.9 pp
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☆NESTEGG ADVISORS, INC. CIK 0002062716 0.610 53 6.3 5.6% 5 -0.6 pp -0.6 pp -0.1 pp +0.2 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 6.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
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☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 6.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆MACROVIEW INVESTMENT MANAGEMENT LLC CIK 0001551727 0.268 105 6.2 4.3% 4 -0.4 pp -1.1 pp -0.8 pp +4.3 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 6.2 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 6.2 1.0% 4 +0.1 pp +0.3 pp +0.5 pp +1.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 6.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Daybright Advisory Services, Inc. CIK 0002107111 0.532 145 6.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
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☆Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 6.0 2.8% 4 -0.3 pp -0.2 pp -0.2 pp +2.8 pp
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☆Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 5.6 1.1% 2 -0.1 pp +1.1 pp +0.0 pp +1.1 pp
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☆WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 5.3 1.9% 5 -0.1 pp -0.2 pp -0.1 pp -0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 5.3 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
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☆Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 5.2 1.1% 3 -0.3 pp +0.1 pp +1.1 pp +1.1 pp
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☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 5.1 0.1% 4 -0.1 pp -0.2 pp -0.2 pp +0.1 pp
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☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 5.1 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
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☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 5.0 0.3% 4 +0.0 pp +0.0 pp -0.1 pp +0.3 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 5.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 4.9 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 4.9 0.1% 4 +0.0 pp +0.0 pp -0.5 pp +0.1 pp
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☆Arax Advisory Partners CIK 0001586767 0.170 5155 4.9 0.1% 1 +0.1 pp +0.1 pp -0.1 pp +0.1 pp
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☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 4.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Nabity-Jensen Investment Management Inc CIK 0002044851 0.548 70 4.7 3.3% 4 -0.3 pp -0.3 pp -0.2 pp +3.3 pp
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☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 4.5 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆LongView Wealth Management CIK 0001990190 0.308 227 4.5 1.1% 4 +0.4 pp +0.7 pp +0.8 pp +1.1 pp
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☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 3.7 0.6% 4 +0.0 pp +0.0 pp +0.2 pp +0.6 pp
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☆CVFG LLC CIK 0002050974 0.313 250 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp +0.0 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 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
☆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
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 -0.0 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
☆DEFINE FINANCIAL, LLC CIK 0002021320 0.850 47 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 -0.9 pp -1.9 pp -2.0 pp +0.0 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
☆Sequent Planning LLC CIK 0002009724 0.204 269 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Hopwood Financial Services, Inc. CIK 0002023166 0.538 92 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Avantra Family Wealth, Inc. CIK 0001774744 0.074 165 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Q3 Asset Management CIK 0001732543 0.000 70 0.0 0.0% 0 +0.0 pp -1.5 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp -5.1 pp -6.4 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
☆Capital CS Group, LLC CIK 0001830008 0.055 59 0.0 0.0% 0 -5.4 pp -5.3 pp -4.1 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
☆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
☆Beacon Harbor Wealth Advisors, Inc. CIK 0001784093 0.062 70 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.159 104 0.0 0.0% 0 -0.2 pp -0.3 pp -0.2 pp +0.0 pp
☆MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 0.0 0.0% 0 -0.0 pp -0.0 pp -1.4 pp +0.0 pp
☆Tilson Financial Group, Inc. CIK 0001964820 0.636 86 0.0 0.0% 0 -0.1 pp -0.1 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 +0.0 pp -0.1 pp +0.0 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Clean Yield Group CIK 0001525865 0.299 395 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JBGlobal.com LLC CIK 0002051348 0.701 32 0.0 0.0% 0 -21.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WIN ADVISORS, INC CIK 0001897144 0.000 75 0.0 0.0% 0 +0.0 pp -11.0 pp +0.0 pp +0.0 pp
☆Future Fund LLC CIK 0001911970 0.079 118 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Defined Financial Planning LLC CIK 0002056559 0.262 65 0.0 0.0% 0 +0.0 pp -11.8 pp -10.3 pp +0.0 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 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 +0.0 pp -0.1 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp -0.9 pp -2.0 pp +0.0 pp
☆Paragon Advisors, LLC CIK 0001799719 0.414 77 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆SHUTTLEWORTH & Co CIK 0002096913 0.174 51 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆BAXTER BROS INC CIK 0001096783 0.532 172 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 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 +0.0 pp -0.1 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.0 0.0% 0 -0.0 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 +0.0 pp -5.0 pp +0.0 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
☆Rolek Wealth Management LLC CIK 0002051339 0.833 23 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 pp +0.0 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 0.0 0.0% 0 -1.6 pp -0.6 pp +0.0 pp +0.0 pp
☆Liberty Capital Management, Inc. CIK 0001366838 0.372 184 0.0 0.0% 0 -1.4 pp -1.4 pp -1.3 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
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
☆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
☆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
☆HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 0.485 411 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 +0.0 pp -0.2 pp -0.2 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
☆RMG Wealth Management LLC CIK 0001844731 0.508 578 0.0 0.0% 0 +0.0 pp -22.4 pp +0.0 pp +0.0 pp
☆Ciovacco Capital Management LLC CIK 0001653012 0.674 35 0.0 0.0% 0 -1.7 pp -1.7 pp -1.7 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
☆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
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 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
☆BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 0.0 0.0% 0 -0.1 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
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp +0.0 pp
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 -0.0 pp -0.0 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
☆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
☆Pegasus Asset Management, Inc. CIK 0001729049 0.456 75 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp +0.0 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Hillcrest Wealth Advisors - NY, LLC CIK 0001767121 0.744 56 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Inlight Wealth Management, LLC CIK 0001731795 0.697 62 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 -3.2 pp -3.1 pp -2.9 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -0.3 pp -0.3 pp -0.2 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status