Signals

← Signals

☆SCHM

911 in-universe funds with a nonzero position in SCHM within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#421
Score / z0.471 / 0.59
Consensus281.90 over 526 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest-17% / 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 ▾
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1,692.9 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 830.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 296.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 288.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 265.5 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 234.9 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 168.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 166.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Legacy Wealth Management, LLC CIK 0001488921 0.954 30 117.3 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 92.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 81.6 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 63.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 61.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 59.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 58.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 55.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 50.9 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 49.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 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 49.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 46.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 45.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 45.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 44.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 41.8 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 39.5 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 37.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 36.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 36.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆BLB&B Advisors, LLC CIK 0001389059 0.813 286 35.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 34.9 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆Mokosak Advisory Group, LLC CIK 0001713112 0.909 38 30.3 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
☆Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 0.746 148 28.8 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 26.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 26.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 26.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 25.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 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 25.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 23.8 5.5% 2 -0.0 pp +5.5 pp +5.5 pp +5.5 pp
☆Northeast Financial Group, Inc. CIK 0001965773 0.477 76 23.7 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆RKL Wealth Management LLC CIK 0001604723 0.802 189 23.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 22.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 22.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 22.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 22.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 19.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 19.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Compass Advisory Group LLC CIK 0001720292 0.720 89 19.1 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆Noble Family Wealth, LLC CIK 0001976065 0.800 74 19.0 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 18.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Denver PWM, LLC CIK 0001657980 0.608 89 18.3 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 17.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Essex LLC CIK 0001889147 0.576 180 17.6 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 17.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 17.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆MARSHALL FINANCIAL GROUP INC /ADV CIK 0000701189 0.768 53 17.5 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 17.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 17.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 17.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seneca Financial Advisors LLC CIK 0002082922 0.759 66 16.7 6.4% 3 +0.6 pp +0.2 pp +6.4 pp +6.4 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 15.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 15.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 15.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 15.6 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Asset Management Group, Inc. CIK 0001511550 0.511 137 15.2 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Richardson Capital Management LLC CIK 0001621646 0.839 243 15.2 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 15.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sherwood Financial Partners, LLC CIK 0002056427 0.847 8 14.6 13.4% 1 +13.4 pp +13.4 pp +13.4 pp +13.4 pp
☆Triangle Securities Wealth Management CIK 0001541353 0.305 213 14.5 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Pacific Sage Partners, LLC CIK 0001936845 0.773 126 14.4 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 14.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 14.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 14.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 14.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 14.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Curbstone Financial Management Corp CIK 0001608057 0.354 215 13.9 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 13.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 13.5 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Trinity Legacy Partners, LLC CIK 0001652529 0.369 109 13.4 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 13.2 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 13.0 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 12.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 12.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 12.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 12.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆White & Co Financial Planning Inc CIK 0002039300 0.789 20 12.1 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 11.5 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 11.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 11.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Womack Financial LLC CIK 0002107079 0.419 70 11.2 10.3% 2 +0.0 pp +10.3 pp +10.3 pp +10.3 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 11.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 11.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆St. Johns Investment Management Company, LLC CIK 0001605522 0.439 201 10.9 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆MANCHESTER FINANCIAL INC CIK 0000866590 0.657 144 10.9 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 10.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Alliance Wealth Management Group CIK 0001623707 0.630 103 10.9 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Towercrest Capital Management CIK 0001633288 0.713 110 10.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 10.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 10.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peak Financial Management, Inc. CIK 0001669662 0.612 114 10.8 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 10.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 10.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Omega Financial Group, LLC CIK 0001767982 0.514 91 10.4 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 10.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 10.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 10.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 10.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 10.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Nadler Financial Group, Inc. CIK 0001541787 0.841 149 10.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 10.1 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Tiller Private Wealth, Inc. CIK 0001663649 0.826 69 10.1 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 10.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 10.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 9.9 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 9.8 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 9.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sightline Wealth Advisors, LLC CIK 0001841979 0.582 93 9.7 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 9.6 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆ARBOR TRUST WEALTH ADVISORS, LLC CIK 0001797135 0.351 96 9.6 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆LINCOLN CAPITAL CORP CIK 0000872359 0.404 99 9.5 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 9.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Lee Financial Co CIK 0001391166 0.828 162 9.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 9.2 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 9.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 9.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 9.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 8.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 8.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 8.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Missouri Trust & Investment Co CIK 0001908186 0.487 146 8.7 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 8.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 8.5 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 8.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Trust Point Inc. CIK 0001635633 0.568 463 8.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 8.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 7.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆VALLEY FORGE INVESTMENT CONSULTANTS INC ADV CIK 0000920655 0.848 86 7.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 7.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 7.7 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 7.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 7.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 7.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.676 198 7.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 7.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 7.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 7.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆American Money Management, LLC CIK 0001600085 0.432 174 7.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆PPS&V ASSET MANAGEMENT CONSULTANTS, INC. CIK 0001936380 0.818 39 7.1 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 7.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 7.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 7.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 6.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 6.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 6.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 6.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Schaeffer Financial LLC CIK 0001898838 0.812 27 6.8 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 6.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BLUE SQUARE ASSET MANAGEMENT, LLC CIK 0001769578 0.397 74 6.7 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆James J. Burns & Company, LLC CIK 0001949059 0.674 163 6.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 6.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Broadleaf Partners, LLC CIK 0001712686 0.215 86 6.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 6.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 6.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 6.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆White Pine Investment CO CIK 0001318259 0.426 72 6.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 6.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 6.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northern Capital Management, Inc. CIK 0001581794 0.845 55 5.8 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 5.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 5.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 5.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 5.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 5.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Newton One Investments LLC CIK 0001842787 0.837 146 5.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Victrix Investment Advisors CIK 0002055229 0.074 75 5.2 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆RESTON WEALTH MANAGEMENT LLC CIK 0001767617 0.871 65 5.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Gleason Group, Inc. CIK 0001822632 0.921 449 5.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CATHY PARETO & ASSOCIATES, INC CIK 0002045974 0.312 102 5.0 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 5.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 4.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 4.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Powers Advisory Group, LLC CIK 0001927474 0.567 130 4.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 4.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 4.7 2.5% 3 -0.2 pp -0.7 pp +2.5 pp +2.5 pp
☆Mengis Capital Management, Inc. CIK 0001609674 0.345 218 4.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆McCarthy Asset Management, Inc. CIK 0001843169 0.778 29 4.5 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆MONEYWISE, INC. CIK 0001703080 0.317 86 4.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Family Investment Center, Inc. CIK 0001897700 0.780 120 4.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆HILLTOP WEALTH ADVISORS, LLC CIK 0001786241 0.625 73 4.4 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Madden Advisory Services, Inc. CIK 0001542284 0.435 110 4.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 4.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 4.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 4.3 2.0% 2 -1.0 pp +2.0 pp +2.0 pp +2.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 4.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LATHROP INVESTMENT MANAGEMENT CO CIK 0001124841 0.361 89 4.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Code Waechter LLC CIK 0002039212 0.356 127 4.2 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 4.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 4.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 4.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Carolina Wealth Advisors, LLC CIK 0001786411 0.269 278 4.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 4.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 4.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Creekside Partners CIK 0002035951 0.343 193 4.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Arcataur Capital Management LLC CIK 0001987321 0.770 105 4.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 3.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆BALANCED WEALTH GROUP LLC CIK 0002009783 0.460 78 3.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Sage Financial Management Group, Inc. CIK 0001762086 0.795 61 3.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 3.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 3.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 3.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 3.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆WESCAP Management Group, Inc. CIK 0001667140 0.618 107 3.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Envision Financial LLC CIK 0002051355 0.578 48 3.6 2.4% 2 -0.2 pp +2.4 pp +2.4 pp +2.4 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 3.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Everhart Financial Group, Inc. CIK 0001852858 0.559 481 3.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 3.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆St. Louis Trust Co CIK 0001661144 0.000 125 3.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆CX Institutional CIK 0001737089 0.437 1568 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Planning LLC CIK 0001790688 0.562 88 3.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Paradigm, Strategies in Wealth Management, LLC CIK 0001859579 0.583 61 3.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Breed's Hill Capital LLC CIK 0001963222 0.484 140 3.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 3.2 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Element Wealth, LLC CIK 0001802743 0.267 212 3.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆PCA Investment Advisory Services Inc. CIK 0001977044 0.673 59 3.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 3.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 3.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 3.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 3.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Group Ltd CIK 0002010748 0.858 95 3.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆FMR LLC CIK 0000315066 0.989 5571 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 2.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆McAdam, LLC CIK 0001695490 0.802 516 2.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Blankinship & Foster, LLC CIK 0001708872 0.865 79 2.9 0.7% 2 +0.3 pp +0.7 pp +0.7 pp +0.7 pp
☆HC Advisors, LLC CIK 0001803295 0.581 62 2.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Colorado Capital Management, Inc. CIK 0001664147 0.451 101 2.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orcam Financial Group CIK 0001905367 0.304 105 2.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Prentice Wealth Management LLC CIK 0001864229 0.708 122 2.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 2.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 2.8 1.0% 3 +0.3 pp +0.2 pp +1.0 pp +1.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 2.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 2.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 2.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bensler, LLC CIK 0001965941 0.354 198 2.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Exchange Capital Management, Inc. CIK 0001317733 0.371 206 2.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Destination Wealth Management CIK 0001278573 0.701 325 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 2.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆PLANWISER FINANCIAL, LLC CIK 0002043741 0.234 50 2.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
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☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Values Added Financial LLC CIK 0001973921 0.422 147 2.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
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☆Boltwood Capital Management CIK 0001563690 0.369 192 2.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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☆Athena Investment Management CIK 0001921093 0.240 132 2.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
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☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MBA Advisors LLC CIK 0001848704 0.403 164 2.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
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☆BOKF, NA CIK 0000009634 0.752 1160 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CONTRAVISORY INVESTMENT MANAGEMENT, INC. CIK 0001365707 0.089 391 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RICHARDS, MERRILL & PETERSON, INC. CIK 0000090108 0.254 285 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Palouse Capital Management, Inc. CIK 0001056516 0.080 124 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Finley Financial, LLC CIK 0002047823 0.690 110 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 1 +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
☆Roxbury Financial LLC CIK 0002054149 0.185 410 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cordant, Inc. CIK 0001830942 0.705 353 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.384 356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Costello Asset Management, INC CIK 0001760145 0.422 710 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JDM Financial Group LLC CIK 0001960212 0.638 332 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAGCO, INC. CIK 0001767343 0.605 117 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horrell Capital Management, Inc. CIK 0001385925 0.439 196 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peachtree Investment Partners, LLC CIK 0001743863 0.408 143 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cypress Capital Management LLC (WY) CIK 0001633896 0.218 213 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balentine LLC CIK 0001586678 0.932 243 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 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 SCHM). Qtrs Held counts distinct quarters this fund has actually held SCHM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SCHM position size. Δ columns are the percentage-point change in SCHM's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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