Signals

← Signals

☆SCHM

1228 in-universe funds with a nonzero position in SCHM within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#24902
Score / z-1.307 / -1.59
Consensus341.14 over 633 funds
Momentumno 12m return

Price & positioning

227 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 ▾
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1,908.7 3.4% 5 -0.2 pp +0.1 pp +0.1 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 1,069.8 0.6% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 463.4 0.2% 1 +0.2 pp +0.2 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 433.9 3.2% 5 +0.6 pp +0.8 pp +0.9 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 266.2 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 257.5 6.3% 5 +0.3 pp -0.5 pp -1.1 pp -1.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 226.7 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 198.5 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Legacy Wealth Management, LLC CIK 0001488921 0.954 30 158.0 8.3% 5 +0.5 pp +0.8 pp +0.9 pp +1.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 118.7 0.2% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 114.6 0.3% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 113.4 2.7% 5 +0.1 pp +0.1 pp +0.0 pp -0.1 pp
☆Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 105.7 5.7% 5 +0.1 pp +0.2 pp +0.2 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 96.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 84.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 74.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 68.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 67.5 0.7% 5 -0.0 pp +0.1 pp -0.1 pp -0.1 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 63.2 2.3% 5 +0.1 pp +0.3 pp +0.4 pp -0.3 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 62.7 0.4% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 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 60.8 0.0% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 60.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 57.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆93 Financial Group, LLC CIK 0002112320 0.906 9 55.3 21.8% 2 -0.0 pp +21.8 pp +21.8 pp +21.8 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 54.7 0.3% 5 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 52.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 52.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 46.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 46.4 5.9% 5 +0.5 pp +0.6 pp +0.3 pp +0.3 pp
☆Financial Solutions Advisory Group, Inc. CIK 2135269 0.753 177 45.7 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 44.2 1.3% 5 +0.1 pp +0.6 pp +0.5 pp +0.4 pp
☆BLB&B Advisors, LLC CIK 0001389059 0.813 286 44.1 1.6% 5 +0.1 pp +0.1 pp +0.0 pp -0.0 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 41.7 2.9% 5 -0.2 pp -0.9 pp -1.5 pp -1.8 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 41.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mokosak Advisory Group, LLC CIK 0001713112 0.909 38 41.7 9.0% 5 +0.2 pp +0.4 pp +0.5 pp +0.5 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 38.6 0.8% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 37.1 2.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 35.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 33.8 5.8% 6 +0.3 pp +0.5 pp +0.6 pp +0.3 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 32.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 32.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 32.1 0.4% 5 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 31.8 2.1% 5 -0.0 pp -0.0 pp -0.2 pp -1.4 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 30.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 30.1 0.2% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 28.6 0.5% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 28.4 1.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆Seneca Financial Advisors LLC CIK 0002082922 0.759 66 28.3 7.4% 7 +0.4 pp +0.7 pp +0.6 pp +0.9 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 28.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Planning Navigators CORP CIK 0002102043 0.755 70 26.9 10.1% 2 -0.0 pp +10.1 pp +10.1 pp +10.1 pp
☆BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 26.9 1.1% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Compass Advisory Group LLC CIK 0001720292 0.720 89 25.3 6.0% 5 +0.3 pp +0.2 pp +0.1 pp -0.0 pp
☆RKL Wealth Management LLC CIK 0001604723 0.802 189 25.2 2.0% 5 +0.1 pp +0.1 pp +0.1 pp -0.0 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 25.2 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 24.9 0.3% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Essex LLC CIK 0001889147 0.576 180 24.8 3.8% 5 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 24.8 1.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Noble Family Wealth, LLC CIK 0001976065 0.800 74 24.6 4.4% 5 +0.1 pp +0.1 pp +0.0 pp -0.2 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 24.6 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 24.6 1.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 23.7 0.6% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 22.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 21.0 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 20.9 1.0% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 19.8 1.5% 5 +0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Triangle Securities Wealth Management CIK 0001541353 0.305 213 19.6 3.9% 5 +0.1 pp +0.6 pp +0.4 pp +0.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 19.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Curbstone Financial Management Corp CIK 0001608057 0.354 215 19.1 3.3% 5 +0.2 pp +0.4 pp +0.5 pp +0.4 pp
☆Denver PWM, LLC CIK 0001657980 0.608 89 18.8 6.2% 5 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 18.5 2.1% 5 +0.1 pp +0.3 pp +0.4 pp +0.5 pp
☆Asset Management Group, Inc. CIK 0001511550 0.511 137 18.4 2.7% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 18.2 1.6% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Sherwood Financial Partners, LLC CIK 0002056427 0.847 8 18.2 14.7% 5 +1.1 pp +1.2 pp +1.3 pp +1.3 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 18.0 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Womack Financial LLC CIK 0002107079 0.418 70 17.9 11.9% 6 +0.7 pp +1.3 pp +1.4 pp +1.6 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 17.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 17.6 2.1% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 17.4 1.8% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 17.4 2.8% 5 +0.2 pp +0.3 pp +0.3 pp +0.1 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 17.4 1.1% 5 -0.3 pp -0.2 pp -0.2 pp -0.3 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 17.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 17.1 0.5% 5 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 17.1 1.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 17.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 17.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Trinity Legacy Partners, LLC CIK 0001652529 0.369 109 16.9 3.4% 5 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 16.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 16.8 4.4% 5 +0.4 pp +0.3 pp +0.3 pp +0.3 pp
☆Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 16.7 1.6% 5 -0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 16.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Pacific Sage Partners, LLC CIK 0001936845 0.773 126 16.2 2.3% 5 +0.3 pp +0.3 pp +0.3 pp -0.6 pp
☆White & Co Financial Planning Inc CIK 0002039300 0.788 20 16.2 10.0% 5 +0.5 pp +0.3 pp +0.4 pp +0.4 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 16.0 0.9% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 16.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 15.9 1.0% 5 +0.0 pp +0.1 pp -0.1 pp +0.0 pp
☆Cannon Capital Management, Inc. CIK 0002100130 0.376 28 15.7 13.3% 2 +2.4 pp +13.3 pp +13.3 pp +13.3 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 14.9 5.7% 5 +0.2 pp -1.1 pp -1.4 pp -1.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 14.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆St. Johns Investment Management Company, LLC CIK 0001605522 0.438 201 14.6 5.5% 5 +0.3 pp +0.5 pp +0.4 pp +0.5 pp
☆Peak Financial Management, Inc. CIK 0001669662 0.612 114 14.5 3.3% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 14.3 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 14.1 0.4% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 14.0 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RIVER'S EDGE WEALTH MANAGEMENT, LLC CIK 0002109861 0.674 44 13.9 12.2% 2 +0.2 pp +12.2 pp +12.2 pp +12.2 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 13.9 1.7% 5 +0.3 pp +0.3 pp +0.3 pp +0.4 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 13.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 13.7 3.0% 5 -0.0 pp -0.2 pp -0.1 pp +0.1 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 13.5 1.5% 5 +0.0 pp -0.0 pp -0.3 pp -0.3 pp
☆Alliance Wealth Management Group CIK 0001623707 0.630 103 13.4 2.6% 5 +0.1 pp +0.1 pp +0.1 pp -0.2 pp
☆Towercrest Capital Management CIK 0001633288 0.713 110 13.4 1.9% 5 +0.1 pp +0.1 pp +0.0 pp -0.1 pp
☆Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 13.4 8.2% 4 +0.2 pp +1.9 pp +3.1 pp +8.2 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 13.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 13.2 0.5% 5 +0.1 pp +0.1 pp +0.1 pp -0.0 pp
☆LINCOLN CAPITAL CORP CIK 0000872359 0.404 99 12.9 4.2% 5 +0.3 pp +0.5 pp +0.6 pp +0.6 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 12.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 12.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 12.8 3.0% 5 +0.1 pp +0.4 pp +0.3 pp +0.2 pp
☆Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 12.8 5.1% 5 +0.4 pp +0.5 pp +0.6 pp +0.5 pp
☆Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 0.746 148 12.7 1.9% 5 +0.1 pp +0.0 pp -0.2 pp -4.3 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 12.6 0.6% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 12.6 1.5% 1 +1.5 pp +1.5 pp -0.1 pp -0.1 pp
☆Omega Financial Group, LLC CIK 0001767982 0.514 91 12.6 3.8% 5 +0.3 pp +0.2 pp +0.2 pp +0.1 pp
☆Missouri Trust & Investment Co CIK 0001908186 0.487 146 12.4 3.4% 5 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Nadler Financial Group, Inc. CIK 0001541787 0.841 149 12.3 1.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 12.3 2.6% 5 +0.1 pp +0.2 pp +0.1 pp +0.1 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 12.2 0.4% 5 +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 12.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.675 198 11.9 1.1% 5 +0.1 pp +0.2 pp +0.1 pp -0.1 pp
☆Sightline Wealth Advisors, LLC CIK 0001841979 0.581 93 11.9 4.4% 5 +0.0 pp -0.0 pp -0.2 pp -0.3 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 11.8 0.8% 5 +0.1 pp +0.0 pp -0.0 pp -0.1 pp
☆Lee Financial Co CIK 0001391166 0.828 162 11.7 1.5% 5 +0.1 pp +0.2 pp +0.3 pp +0.2 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 11.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 11.5 4.2% 5 +0.2 pp +0.5 pp +0.5 pp +0.3 pp
☆BLUE SQUARE ASSET MANAGEMENT, LLC CIK 0001769578 0.397 74 11.5 4.7% 5 +0.1 pp +0.6 pp +1.6 pp +1.5 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 11.4 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 11.4 0.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 11.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 11.1 2.6% 5 +0.1 pp +0.1 pp +0.0 pp -0.2 pp
☆Tiller Private Wealth, Inc. CIK 0001663649 0.826 69 11.0 3.4% 5 -0.1 pp -0.1 pp -0.3 pp -0.4 pp
☆Range Advisory, LLC CIK 2152629 0.575 342 10.8 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 10.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY FORGE INVESTMENT CONSULTANTS INC ADV CIK 0000920655 0.848 86 10.5 2.7% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 10.3 0.6% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Monetary Solutions, Ltd CIK 0002112370 0.453 397 10.3 8.8% 2 -0.1 pp +8.8 pp +8.8 pp +8.8 pp
☆PPS&V ASSET MANAGEMENT CONSULTANTS, INC. CIK 0001936380 0.818 39 10.0 5.4% 5 +0.4 pp +0.8 pp +1.0 pp +0.9 pp
☆American Money Management, LLC CIK 0001600085 0.432 174 10.0 1.4% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 9.6 0.9% 5 +0.1 pp +0.0 pp -0.0 pp -0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 9.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆White Pine Investment CO CIK 0001318259 0.426 72 9.2 2.0% 5 +0.2 pp +0.3 pp +0.4 pp +0.4 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 9.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ARBOR TRUST WEALTH ADVISORS, LLC CIK 0001797135 0.351 96 9.1 3.7% 5 +0.3 pp +0.3 pp -0.3 pp -1.0 pp
☆Trust Point Inc. CIK 0001635633 0.568 463 9.1 0.8% 5 +0.1 pp +0.1 pp +0.1 pp -0.0 pp
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☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 9.0 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 9.0 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 9.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 9.0 2.4% 5 +0.1 pp +0.0 pp +0.4 pp +0.4 pp
☆James J. Burns & Company, LLC CIK 0001949059 0.674 163 9.0 1.0% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 8.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 8.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 8.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 8.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 8.5 1.0% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Broadleaf Partners, LLC CIK 0001712686 0.215 86 8.4 1.6% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆McCarthy Asset Management, Inc. CIK 0001843169 0.778 29 8.1 3.8% 1 +3.8 pp +0.5 pp +0.7 pp +0.8 pp
☆CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 8.0 0.5% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 8.0 0.9% 5 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 7.7 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 7.7 2.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 7.7 0.4% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 7.5 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 7.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 7.3 0.6% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 7.2 0.6% 5 +0.1 pp +0.1 pp -0.0 pp -0.1 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 7.2 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 7.2 1.9% 5 -0.1 pp +0.1 pp +1.9 pp -0.2 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 7.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp -0.0 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 7.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Newton One Investments LLC CIK 0001842787 0.836 146 7.0 1.8% 5 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆RESTON WEALTH MANAGEMENT LLC CIK 0001767617 0.871 65 7.0 1.9% 5 +0.1 pp -0.0 pp -0.1 pp +0.1 pp
☆OxenFree Capital LLC CIK 0002009781 0.658 56 7.0 3.2% 2 +0.3 pp +3.2 pp +3.2 pp +3.2 pp
☆Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 6.9 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Gleason Group, Inc. CIK 0001822632 0.921 449 6.9 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 6.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 6.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONEYWISE, INC. CIK 0001703080 0.317 86 6.8 2.5% 5 +0.1 pp +0.5 pp +0.4 pp +0.4 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 6.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Powers Advisory Group, LLC CIK 0001927474 0.567 130 6.7 2.1% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆Madden Advisory Services, Inc. CIK 0001542284 0.434 110 6.7 2.4% 5 +0.2 pp +0.3 pp +0.5 pp +0.5 pp
☆Creekside Partners CIK 0002035951 0.343 193 6.7 2.4% 5 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 6.7 1.3% 5 +0.2 pp +0.6 pp +0.9 pp +1.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 6.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 6.5 0.2% 5 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Mengis Capital Management, Inc. CIK 0001609674 0.345 218 6.4 1.0% 5 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 6.4 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Enclave Advisors LLC CIK 0001836110 0.562 127 6.2 0.8% 5 +0.8 pp +0.8 pp +0.7 pp +0.7 pp
☆TMB Capital Partners, LLC CIK 0002111931 0.284 177 6.1 1.9% 2 +0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆Downshift Financial, LLC CIK 0002118380 0.484 660 5.9 2.7% 2 -0.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Capital Planning LLC CIK 0001790688 0.562 88 5.9 1.7% 5 +0.1 pp +0.5 pp +0.7 pp +0.7 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 5.8 0.1% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆SUMMITPOINT CAPITAL MANAGEMENT CIK 0002108283 0.401 39 5.6 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆HILLTOP WEALTH ADVISORS, LLC CIK 0001786241 0.624 73 5.6 2.8% 5 -0.0 pp +0.4 pp +0.4 pp +0.3 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 5.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 5.5 1.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 5.5 2.0% 5 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 5.4 2.5% 7 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 5.3 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Investment Center, Inc. CIK 0001897700 0.780 120 5.3 0.9% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Selby Wealth Management, LLC CIK 0002110725 0.451 83 5.3 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 5.3 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆Schaeffer Financial LLC CIK 0001898838 0.812 27 5.3 4.1% 5 +0.6 pp +0.6 pp -3.0 pp -2.6 pp
☆Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 5.2 0.8% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 5.1 0.7% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 5.1 0.1% 5 -0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆LATHROP INVESTMENT MANAGEMENT CO CIK 0001124841 0.361 89 5.0 0.9% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 5.0 0.6% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Code Waechter LLC CIK 0002039212 0.356 127 5.0 2.6% 5 +0.1 pp -0.2 pp -0.2 pp -0.4 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 5.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Sage Financial Management Group, Inc. CIK 0001762086 0.795 61 5.0 1.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆BALANCED WEALTH GROUP LLC CIK 0002009783 0.460 78 4.9 1.6% 5 +0.1 pp +0.1 pp -0.1 pp -0.1 pp
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☆Roundview Capital LLC CIK 0001476804 0.530 349 4.9 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Arcataur Capital Management LLC CIK 0001987321 0.770 105 4.9 1.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 4.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 4.8 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 4.8 1.2% 5 +0.0 pp +0.1 pp -0.0 pp -0.2 pp
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☆Apollon Financial, LLC CIK 0002011195 0.470 293 4.7 0.6% 5 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 4.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 4.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 4.6 0.5% 5 -0.0 pp +0.2 pp +0.1 pp +0.2 pp
☆WESCAP Management Group, Inc. CIK 0001667140 0.618 107 4.4 0.8% 5 +0.1 pp +0.1 pp +0.0 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 4.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CFG Wealth Management Services, Inc. CIK 0002133547 0.527 80 4.3 4.0% 2 +0.1 pp +4.0 pp +4.0 pp +4.0 pp
☆Providence First Trust Co CIK 0001713735 0.116 196 4.3 1.2% 5 +0.0 pp -0.1 pp +0.4 pp +0.5 pp
☆Nicollet Investment Management, Inc. CIK 0001729048 0.486 77 4.3 1.3% 5 +0.1 pp +0.2 pp +0.1 pp +0.2 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 4.2 1.7% 6 -0.1 pp +0.0 pp +0.0 pp -0.3 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 4.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 4.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 4.2 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HC Advisors, LLC CIK 0001803295 0.581 62 4.2 2.6% 5 +0.4 pp +0.3 pp +0.3 pp +0.5 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 4.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Livet Wealth, LLC CIK 0002111409 0.406 122 4.2 2.4% 2 +0.1 pp +2.4 pp +2.4 pp +2.4 pp
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☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 4.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 4.0 0.1% 7 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 3.9 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.1 pp
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☆Prentice Wealth Management LLC CIK 0001864229 0.708 122 3.9 0.8% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆Element Wealth, LLC CIK 0001802743 0.267 212 3.9 1.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 3.9 0.1% 5 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 3.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 3.8 0.6% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆Orcam Financial Group CIK 0001905367 0.304 105 3.8 1.9% 5 -0.4 pp -0.4 pp -0.5 pp -0.6 pp
☆McAdam, LLC CIK 0001695490 0.802 516 3.8 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Jacobs Equity LLC CIK 0002111761 0.154 121 3.8 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 pp
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☆Wealth Group Ltd CIK 0002010748 0.858 95 3.8 0.7% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆Blankinship & Foster, LLC CIK 0001708872 0.865 79 3.7 0.7% 6 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆John Boyer, Inc. CIK 1597484 0.647 39 3.7 3.2% 3 +0.1 pp +0.1 pp +3.2 pp +3.2 pp
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☆Zhang Financial LLC CIK 0001776290 0.816 392 3.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 3.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Boltwood Capital Management CIK 0001563690 0.369 192 3.6 0.8% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 3.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 3.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 3.5 0.4% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 3.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 3.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Values Added Financial LLC CIK 0001973921 0.422 147 2.9 1.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
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☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Balentine LLC CIK 0001586678 0.932 243 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp -0.6 pp
☆Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.8 pp
☆David Wealth Management LLC CIK 0002042337 0.705 55 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Park Capital Management, LLC / WI CIK 0001998000 0.000 161 0.0 0.0% 0 -0.5 pp -0.4 pp -0.4 pp -0.4 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Harbour Capital Advisors, LLC CIK 0001682501 0.289 299 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAGCO, INC. CIK 0001767343 0.605 117 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Cynosure Group, LLC CIK 0001763409 0.331 180 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SHAKER INVESTMENTS LLC/OH CIK 0001009005 0.197 87 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 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 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.0 0.0% 0 -0.1 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
☆MARSHALL FINANCIAL GROUP INC /ADV CIK 0000701189 0.768 53 0.0 0.0% 0 +0.0 pp +0.0 pp -5.0 pp -5.2 pp
☆Evergreen Advisors, LLC CIK 0001762294 0.919 31 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 -0.6 pp -0.6 pp -0.5 pp -0.6 pp
☆Golden Reserve Retirement LLC CIK 0002066488 0.825 112 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 0.0 0.0% 0 -0.0 pp -0.0 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 -0.1 pp -0.1 pp
☆TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farnam Financial LLC CIK 0002080267 0.372 53 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.0 0.0% 0 -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% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Planning, Inc. CIK 0001802277 0.000 41 0.0 0.0% 0 +0.0 pp -1.3 pp -1.3 pp -1.4 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 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 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Oldfather Financial Services, LLC CIK 0001775530 0.682 98 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp -0.5 pp
☆Costello Asset Management, INC CIK 0001760145 0.422 710 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Garner Asset Management Corp CIK 0001714093 0.243 169 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KMT WEALTH MANAGEMENT, LLC CIK 0002058235 0.000 121 0.0 0.0% 0 -0.2 pp +0.0 pp -0.2 pp -0.2 pp
☆CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆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
☆Tenret Co LLC CIK 0001874146 0.725 33 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 pp -0.5 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Northeast Financial Group, Inc. CIK 0001965773 0.477 76 0.0 0.0% 0 -6.7 pp -6.7 pp -6.3 pp -7.5 pp
☆Clear Point Advisors Inc. CIK 0002010474 0.000 93 0.0 0.0% 0 -0.8 pp -0.7 pp -0.7 pp -0.7 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CHB Investment Group, LLC CIK 0001933274 0.051 69 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 pp
☆Smart Portfolios, LLC CIK 0001513227 0.221 99 0.0 0.0% 0 -0.6 pp -0.6 pp -0.5 pp -0.5 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Glaxis Capital Management, LLC CIK 0001542161 0.000 41 0.0 0.0% 0 -0.3 pp -0.4 pp -0.3 pp +0.0 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Benchmark Wealth Management, LLC CIK 0001788241 0.634 70 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Providence Financial Advisors, LLC CIK 0002072264 0.535 60 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 +0.0 pp -1.2 pp -1.4 pp -1.1 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TSG Advice Partners, LLC CIK 0002111347 0.054 135 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BREAKTHRU ADVISORY SERVICES, LLC CIK 0002055645 0.000 14 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆ARGENT CAPITAL MANAGEMENT LLC CIK 0001120926 0.514 168 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.294 301 0.0 0.0% 0 +0.0 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
☆STRATEGIC ADVISORY PARTNERS, LLC CIK 0002114344 0.765 41 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 +0.0 pp +0.0 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
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.0 0.0% 0 -1.9 pp -1.5 pp -1.3 pp -1.3 pp
☆United Financial Planning Group LLC CIK 0002088337 0.721 465 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rice Partnership, LLC CIK 0001736736 0.521 171 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Groupe la Francaise CIK 0002056088 0.682 451 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Williams Financial, LLC CIK 0001846923 0.807 30 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 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
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 0.0 0.0% 0 -6.6 pp -6.4 pp -6.6 pp -6.8 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 0.0 0.0% 0 +0.0 pp +0.0 pp -2.1 pp -2.2 pp
☆St. Louis Trust Co CIK 0001661144 0.000 125 0.0 0.0% 0 -0.4 pp -0.4 pp -0.5 pp -0.5 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆GODSEY & GIBB, INC CIK 0000887402 0.496 383 0.0 0.0% 0 -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% 0 -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% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 +0.0 pp -3.1 pp -2.3 pp -2.3 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -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% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ADVISORTRUST PARTNERS, LLC CIK 0002115523 0.062 199 0.0 0.0% 0 -0.0 pp +0.0 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
☆Von Berge Wealth Management Group, LLC CIK 0001908070 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.9 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status