Signals

← Signals

☆SCHX

1364 in-universe funds with a nonzero position in SCHX within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#28
Score / z4.393 / 5.61
Consensus463.06 over 868 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 ▾
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 5,044.6 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 1,993.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 879.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 819.4 22.2% 1 +22.2 pp +22.2 pp +22.2 pp +22.2 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 805.8 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 680.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 606.4 44.8% 1 +44.8 pp +44.8 pp +44.8 pp +44.8 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 484.7 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 457.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 445.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 397.4 29.7% 1 +29.7 pp +29.7 pp +29.7 pp +29.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 349.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 326.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 306.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 279.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 271.1 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 264.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 235.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 231.7 19.0% 1 +19.0 pp +19.0 pp +19.0 pp +19.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 227.4 12.4% 1 +12.4 pp +12.4 pp +12.4 pp +12.4 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 221.9 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 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 188.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 179.5 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 172.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 172.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 154.8 17.3% 1 +17.3 pp +17.3 pp +17.3 pp +17.3 pp
☆Apriem Advisors CIK 0001425165 0.679 182 152.3 16.2% 1 +16.2 pp +16.2 pp +16.2 pp +16.2 pp
☆BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 150.0 21.8% 1 +21.8 pp +21.8 pp +21.8 pp +21.8 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 147.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 142.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 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 136.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 119.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆GREENWOOD GEARHART LLC CIK 0001084683 0.702 168 118.3 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆Northwest Quadrant Wealth Management, LLC CIK 0001697767 0.870 77 116.5 26.0% 1 +26.0 pp +26.0 pp +26.0 pp +26.0 pp
☆Orgel Wealth Management, LLC CIK 0001658535 0.871 113 115.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 114.9 22.7% 1 +22.7 pp +22.7 pp +22.7 pp +22.7 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 111.1 13.7% 1 +13.7 pp +13.7 pp +13.7 pp +13.7 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 96.3 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 95.2 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 89.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆FSA Investment Group, LLC CIK 0002051584 0.836 47 89.6 66.3% 1 +66.3 pp +66.3 pp +66.3 pp +66.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 81.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMS INVESTMENT MANAGEMENT, LLC CIK 0002053807 0.826 184 80.2 32.2% 1 +32.2 pp +32.2 pp +32.2 pp +32.2 pp
☆Standpoint Asset Management, LLC CIK 0001780423 0.941 8 79.2 16.2% 1 +16.2 pp +16.2 pp +16.2 pp +16.2 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 76.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 75.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 74.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 73.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 72.1 10.5% 1 +10.5 pp +10.5 pp +10.5 pp +10.5 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 69.8 13.4% 1 +13.4 pp +13.4 pp +13.4 pp +13.4 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 66.7 12.3% 1 +12.3 pp +12.3 pp +12.3 pp +12.3 pp
☆Adams Wealth Management CIK 0001803084 0.408 147 64.6 12.3% 1 +12.3 pp +12.3 pp +12.3 pp +12.3 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 63.1 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 62.5 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 62.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 61.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 60.8 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 60.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 60.5 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 60.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Wealth Management, LLC CIK 0001488921 0.954 30 57.3 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 57.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RKL Wealth Management LLC CIK 0001604723 0.802 189 57.1 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 56.4 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Richardson Capital Management LLC CIK 0001621646 0.839 243 55.8 29.3% 1 +29.3 pp +29.3 pp +29.3 pp +29.3 pp
☆Alliance Wealth Management Group CIK 0001623707 0.630 103 55.7 14.2% 1 +14.2 pp +14.2 pp +14.2 pp +14.2 pp
☆Towercrest Capital Management CIK 0001633288 0.713 110 55.7 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 55.1 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆West Oak Capital, LLC CIK 0001387399 0.631 279 54.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 54.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 51.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 50.6 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 50.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 49.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 48.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 47.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Red Door Wealth Management, LLC CIK 0001783599 0.439 320 46.5 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 46.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 45.6 14.4% 1 +14.4 pp +14.4 pp +14.4 pp +14.4 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 45.6 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 45.2 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 44.1 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Northeast Financial Group, Inc. CIK 0001965773 0.477 76 43.8 13.9% 1 +13.9 pp +13.9 pp +13.9 pp +13.9 pp
☆Embree Financial Group CIK 0002020860 0.466 283 42.7 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 40.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 40.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 39.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 39.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 38.2 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 38.1 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 38.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 37.9 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 37.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆ACCESS FINANCIAL SERVICES, INC. CIK 0001699622 0.452 103 37.7 14.3% 1 +14.3 pp +14.3 pp +14.3 pp +14.3 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 36.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Burt Wealth Advisors CIK 0001612041 0.539 115 36.1 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
☆Matrix Trust Co CIK 0001784277 0.681 101 35.4 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Sherwood Financial Partners, LLC CIK 0002056427 0.847 8 35.1 32.1% 1 +32.1 pp +32.1 pp +32.1 pp +32.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 34.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Ashford Advisors, LLC CIK 0001861158 0.926 23 34.7 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 34.5 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 33.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 33.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FIDELIS iM, LLC CIK 0001894206 0.843 27 33.0 14.7% 1 +14.7 pp +14.7 pp +14.7 pp +14.7 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 32.5 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 32.4 12.9% 1 +12.9 pp +12.9 pp +12.9 pp +12.9 pp
☆Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 32.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Athena Investment Management CIK 0001921093 0.240 132 32.3 18.1% 1 +18.1 pp +18.1 pp +18.1 pp +18.1 pp
☆VALICENTI ADVISORY SERVICES INC CIK 0001080201 0.492 83 32.3 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 32.2 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 32.2 9.5% 1 +9.5 pp +9.5 pp +9.5 pp +9.5 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 31.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 31.9 10.8% 1 +10.8 pp +10.8 pp +10.8 pp +10.8 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 31.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆St. Louis Trust Co CIK 0001661144 0.000 125 31.7 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 31.7 14.7% 1 +14.7 pp +14.7 pp +14.7 pp +14.7 pp
☆Gleason Group, Inc. CIK 0001822632 0.921 449 31.3 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 31.2 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆FMR LLC CIK 0000315066 0.989 5571 31.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARSHALL FINANCIAL GROUP INC /ADV CIK 0000701189 0.768 53 30.6 9.2% 1 +9.2 pp +9.2 pp +9.2 pp +9.2 pp
☆HRC WEALTH MANAGEMENT, LLC CIK 0002009521 0.836 65 30.5 16.3% 1 +16.3 pp +16.3 pp +16.3 pp +16.3 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 30.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 30.1 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 30.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 29.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 29.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 29.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 29.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 29.6 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Powers Advisory Group, LLC CIK 0001927474 0.567 130 29.5 13.0% 1 +13.0 pp +13.0 pp +13.0 pp +13.0 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 29.4 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 29.4 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 29.1 13.3% 1 +13.3 pp +13.3 pp +13.3 pp +13.3 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 28.8 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 28.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Gordian Advisors LLC CIK 0002011856 0.774 65 28.2 20.2% 1 +20.2 pp +20.2 pp +20.2 pp +20.2 pp
☆Ascension Capital Advisors, Inc. CIK 0001689227 0.779 97 28.2 11.8% 1 +11.8 pp +11.8 pp +11.8 pp +11.8 pp
☆D.B. Root & Company, LLC CIK 0001731717 0.580 207 27.7 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 27.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 26.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 26.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆SAWGRASS ASSET MANAGEMENT LLC CIK 0001105467 0.316 193 26.4 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆MANCHESTER FINANCIAL INC CIK 0000866590 0.657 144 26.3 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Provident Wealth Management, LLC CIK 0001799797 0.729 161 26.2 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
☆FPC INVESTMENT ADVISORY, INC. CIK 0002021217 0.796 36 25.7 16.0% 1 +16.0 pp +16.0 pp +16.0 pp +16.0 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 25.6 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 25.3 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 25.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆St. Johns Investment Management Company, LLC CIK 0001605522 0.438 201 24.7 11.3% 1 +11.3 pp +11.3 pp +11.3 pp +11.3 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 24.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 23.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sage Financial Management Group, Inc. CIK 0001762086 0.795 61 23.7 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
☆VALLEY FORGE INVESTMENT CONSULTANTS INC ADV CIK 0000920655 0.848 86 23.6 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 23.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 23.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Essex LLC CIK 0001889147 0.576 180 23.2 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 23.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 22.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 22.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 22.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 22.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 22.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 22.7 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 21.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 21.5 11.1% 1 +11.1 pp +11.1 pp +11.1 pp +11.1 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 21.4 13.1% 1 +13.1 pp +13.1 pp +13.1 pp +13.1 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 21.3 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 21.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 21.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 20.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Carr Financial Group Corp CIK 0001931232 0.441 182 20.5 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 20.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 20.4 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆MONEYWISE, INC. CIK 0001703080 0.317 86 20.3 9.5% 1 +9.5 pp +9.5 pp +9.5 pp +9.5 pp
☆B & T Capital Management DBA Alpha Capital Management CIK 0001450935 0.455 128 20.3 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆White & Co Financial Planning Inc CIK 0002039300 0.788 20 20.2 16.1% 1 +16.1 pp +16.1 pp +16.1 pp +16.1 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 20.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GEN Financial Management, INC. CIK 0002032497 0.680 42 19.8 16.2% 1 +16.2 pp +16.2 pp +16.2 pp +16.2 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 19.5 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 19.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 19.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 19.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 19.2 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 18.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.675 198 18.8 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 18.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 18.4 1.8% 3 +0.1 pp +0.2 pp +1.8 pp +1.8 pp
☆Strategic Equity Management CIK 0001843578 0.305 65 18.4 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 18.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 18.3 4.0% 2 +0.4 pp +4.0 pp +4.0 pp +4.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 18.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 18.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 17.7 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Alpha Zero LLC CIK 0002079032 0.418 107 17.3 11.3% 2 +0.2 pp +11.3 pp +11.3 pp +11.3 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 17.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 16.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 16.9 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Winthrop Capital Management, LLC CIK 0002010657 0.431 351 16.2 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆RED CEDAR INVESTMENT MANAGEMENT, LLC CIK 0001734398 0.751 90 16.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 16.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC CIK 0002011649 0.558 104 15.8 12.3% 1 +12.3 pp +12.3 pp +12.3 pp +12.3 pp
☆Leisure Capital Management CIK 0001631507 0.304 157 15.7 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 15.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 15.1 7.1% 2 +0.2 pp +7.1 pp +7.1 pp +7.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 15.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trinity Legacy Partners, LLC CIK 0001652529 0.369 109 14.9 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 14.8 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Wilkins Miller Wealth Management, LLC CIK 0002057318 0.363 95 14.8 10.1% 1 +10.1 pp +10.1 pp +10.1 pp +10.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 14.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 14.0 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Farnam Financial LLC CIK 0002080267 0.372 53 14.0 12.6% 3 -1.1 pp -2.0 pp +12.6 pp +12.6 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 13.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Blackhawk Capital Partners, LLC CIK 0001582561 0.049 146 13.4 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 13.3 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 13.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 13.2 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 13.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 13.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 13.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 0.575 80 12.9 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 12.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 12.7 2.5% 3 +0.2 pp +0.0 pp +2.5 pp +2.5 pp
☆Envision Financial LLC CIK 0002051355 0.578 48 12.7 8.5% 2 -0.1 pp +8.5 pp +8.5 pp +8.5 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 12.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KEYVANTAGE WEALTH, LLC CIK 0002050555 0.472 95 12.5 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Sensible Financial Planning & Management, LLC. CIK 0001567738 0.884 31 12.4 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 12.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 12.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Enclave Advisors LLC CIK 0001836110 0.562 127 12.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 12.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 12.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 12.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 11.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Frisco Financial Planning LLC CIK 0002133972 0.753 29 11.8 10.7% 2 +0.5 pp +10.7 pp +10.7 pp +10.7 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 11.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 11.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆G2 CAPITAL MANAGEMENT, LLC / OH CIK 0001910858 0.862 70 11.5 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 11.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 11.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 11.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 11.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 11.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆American Money Management, LLC CIK 0001600085 0.432 174 11.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Morling Financial Advisors, LLC CIK 0001905198 0.795 122 11.0 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆COOPER/HAIMS ADVISORS, LLC CIK 0001654033 0.622 115 11.0 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Farrell Financial LLC CIK 0002031235 0.502 83 10.8 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 10.6 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 10.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 10.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 10.6 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 10.5 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 10.5 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 10.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 10.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 10.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 10.0 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Guardian Financial Partners, LLC CIK 0001723514 0.576 69 9.9 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆R. W. Roge & Company, Inc. CIK 0001800745 0.673 68 9.9 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 9.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 9.8 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆MBA Advisors LLC CIK 0001848704 0.403 164 9.8 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 9.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 9.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 9.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆K2 Financial Inc. CIK 0002044711 0.455 60 9.5 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.692 120 9.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Attessa Capital LLC CIK 0002020560 0.810 51 9.4 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 9.3 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆CAP Partners, LLC CIK 0002006870 0.188 155 9.3 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆PLANNING ALTERNATIVES LTD /ADV CIK 0000712011 0.898 129 9.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Global Endowment Management, LP CIK 0001512237 0.755 72 9.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Grant Street Asset Management, Inc. CIK 0001740642 0.839 92 9.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 9.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 9.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 9.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Consilium Wealth Advisory, LLC CIK 0001904906 0.462 101 8.8 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 8.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 8.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 8.5 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Lee Financial Co CIK 0001391166 0.828 162 8.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 8.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Element Wealth, LLC CIK 0001802743 0.267 212 8.3 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 8.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 8.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 8.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Oakwell Private Wealth Management, LLC CIK 0001844024 0.848 83 8.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆AMI INVESTMENT MANAGEMENT INC CIK 0001122241 0.599 78 7.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 7.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 7.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 7.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Nicollet Investment Management, Inc. CIK 0001729048 0.486 77 7.6 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.389 143 7.6 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 7.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Circle Wealth Management, LLC CIK 0001578242 0.979 256 7.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SWS Partners CIK 0001731731 0.307 108 7.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 7.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 7.2 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 7.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 7.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 7.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Arcataur Capital Management LLC CIK 0001987321 0.770 105 7.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 7.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 7.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆GPM Growth Investors, Inc. CIK 0001799367 0.334 43 7.0 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 7.0 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 7.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 6.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 6.8 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 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 2.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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
☆Wedmont Private Capital CIK 0001904274 0.771 949 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 2.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Brucke Financial, Inc. CIK 0002058446 0.331 175 2.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 2.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 2.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Stordahl Capital Management, Inc. CIK 0001729093 0.867 68 2.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Joseph P. Lucia & Associates, LLC CIK 0001775391 0.295 188 2.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 2.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bawa N Mallick Trust CIK 0002040013 0.643 78 2.6 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Westmount Partners, LLC CIK 0002051491 0.356 260 2.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Aspiring Ventures, LLC CIK 0001738640 0.789 83 2.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 2.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Phocas Financial Corp. CIK 0001356783 0.164 153 2.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Johnson Financial Group, LLC CIK 0001706327 0.913 279 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 2.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RIA Advisory Group LLC CIK 0001958384 0.179 153 2.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Financial Group, INC/SD CIK 0001964835 0.859 119 2.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CCG WEALTH MANAGEMENT, LLC CIK 0001771169 0.508 149 2.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEDGEWOOD INVESTORS INC /PA/ CIK 0001125243 0.152 110 2.4 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLDERNESS INVESTMENTS CO CIK 0001184820 0.353 261 2.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 2.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆LOWERY THOMAS, LLC CIK 0001919701 0.539 57 2.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆S.E.E.D. Planning Group LLC CIK 0001765515 0.301 88 2.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆MITCHELL CAPITAL MANAGEMENT CO CIK 0001080351 0.254 117 2.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Victrix Investment Advisors CIK 0002055229 0.074 75 2.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 2.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 2.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Providence First Trust Co CIK 0001713735 0.116 196 2.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆RHS Financial, LLC CIK 0001766514 0.159 165 2.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 2.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 2.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OUTFITTERS FINANCIAL LLC CIK 0001846505 0.180 80 2.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 2.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Elgethun Capital Management CIK 0001638022 0.537 174 2.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 0.738 120 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cross Staff Investments Inc CIK 0001900406 0.105 133 1.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
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☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV CIK 0001004140 0.610 123 1.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆WESTBOURNE INVESTMENTS, INC. CIK 0000932929 0.160 149 1.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆MADDEN SECURITIES Corp CIK 0001803566 0.326 118 1.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆Weaver Capital Management LLC CIK 0001552247 0.481 170 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Human Investing LLC CIK 0001767513 0.861 105 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTREPID CAPITAL MANAGEMENT INC CIK 0001092838 0.287 109 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆CX Institutional CIK 0001737089 0.437 1568 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Family Manage LLC CIK 0001539947 0.277 323 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆CGN Advisors LLC CIK 0001841506 0.595 322 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CWC Advisors, LLC. CIK 0001520683 0.235 152 1.5 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆GenWealth Group, Inc. CIK 0001713678 0.307 89 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Stone Summit Wealth LLC CIK 0001908192 0.413 144 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆David Wealth Management LLC CIK 0002042337 0.705 55 1.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARRET ASSET MANAGEMENT, LLC CIK 0000791490 0.516 309 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Evolution Advisers, Inc. CIK 0001906967 0.776 943 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortitude Advisory Group L.L.C. CIK 0001928999 0.253 237 1.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Capasso Planning Partners LLC CIK 0001911938 0.609 86 1.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Everest Private Wealth CIK 0002056683 0.390 85 1.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Veery Capital, LLC CIK 0001844375 0.780 100 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Hardin Capital Partners, LLC CIK 0002033094 0.518 141 1.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Vanguard Capital Wealth Advisors CIK 0001730578 0.118 132 1.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sonora Investment Management Group, LLC CIK 0001907552 0.533 301 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aull & Monroe Investment Management Corp CIK 0001387615 0.263 126 1.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Trust Point Inc. CIK 0001635633 0.568 463 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Alley Investment Management Company, LLC CIK 0001917618 0.425 89 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seneca House Advisors CIK 0001731359 0.316 103 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vernal Point Advisors, LLC CIK 0001820363 0.887 20 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lynx Investment Advisory CIK 0002028812 0.063 230 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LINCOLN CAPITAL CORP CIK 0000872359 0.404 99 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Ulland Investment Advisors, LLC CIK 0001911497 0.339 227 1.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆DRAVO BAY LLC CIK 0001910389 0.779 51 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Colorado Capital Management, Inc. CIK 0001664147 0.451 101 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Joule Financial, LLC CIK 0001929070 0.730 116 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PETRA FINANCIAL ADVISORS INC CIK 0001971427 0.069 168 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LATHROP INVESTMENT MANAGEMENT CO CIK 0001124841 0.361 89 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Michels Family Financial, LLC CIK 0002053733 0.197 148 1.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 1.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆LANDMARK WEALTH MANAGEMENT, INC. CIK 0001985016 0.777 44 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Compass Advisory Group LLC CIK 0001720292 0.720 89 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Firestone Capital Management CIK 0001799964 0.601 168 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Econ Financial Services Corp CIK 0001659718 0.021 72 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.793 75 1.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC CIK 0002054680 0.473 36 1.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.414 453 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Twele Capital Management, Inc. CIK 0001411268 0.861 40 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orcam Financial Group CIK 0001905367 0.304 105 1.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Jacobsen Capital Management CIK 0001782491 0.692 126 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE CIK 0001013701 0.443 59 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Noble Family Wealth, LLC CIK 0001976065 0.800 74 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 0.423 98 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.534 117 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Park Edge Advisors, LLC CIK 0001965659 0.444 149 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Park Capital Management, LLC / WI CIK 0001998000 0.000 161 1.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆FARMERS TRUST CO CIK 0001318055 0.291 203 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CURA WEALTH ADVISORS, LLC CIK 0002056729 0.539 140 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Cambridge Advisors Inc. CIK 0001633695 0.651 183 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Walker Financial Services, Inc. CIK 0001965479 0.780 45 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mirador Capital Partners LP CIK 0001633446 0.360 216 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARIETTA INVESTMENT PARTNERS LLC CIK 0001114702 0.345 170 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Alternative Investment Advisors, LLC. CIK 0002009486 0.726 69 0.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.748 78 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FF Advisors,LLC CIK 0002011904 0.517 123 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Smith Salley Wealth Management CIK 0001482012 0.574 275 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Serenus Wealth Advisors, LLC CIK 0002053695 0.880 75 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CATALYST FINANCIAL PARTNERS LLC CIK 0001927537 0.614 416 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Covington Investment Advisors Inc. CIK 0001569036 0.525 73 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Trellis Wealth Advisors LLC CIK 0001989031 0.848 49 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.540 144 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LifePlan Financial, LLC CIK 0001739485 0.222 89 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CRUX WEALTH ADVISORS CIK 0002054270 0.269 192 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FIDUCIARY FAMILY OFFICE, LLC CIK 0002020280 0.498 177 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆KILEY JUERGENS WEALTH MANAGEMENT, LLC CIK 0001723223 0.549 241 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MITCHELL SINKLER & STARR/PA CIK 0001048921 0.296 155 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.774 210 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CM WEALTH ADVISORS LLC CIK 0001764581 0.736 194 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Security Financial Services, INC. CIK 0001913590 0.441 203 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GREENLEAF TRUST CIK 0001162170 0.956 867 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Rede Wealth, LLC CIK 0001842054 0.714 117 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Chesapeake Wealth Management CIK 0001730383 0.355 168 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Disciplined Investors, L.L.C. CIK 0002056242 0.221 145 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Granite Bay Wealth Management, LLC CIK 0001911472 0.113 170 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Concord Wealth Partners CIK 0001814214 0.457 885 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
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 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
☆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
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 0.0 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
☆DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 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
☆Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆S.A. Mason LLC CIK 0001800911 0.217 282 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prudent Man Investment Management, Inc. CIK 0002054263 0.909 169 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
☆Crews Bank & Trust CIK 0002052279 0.645 662 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
☆WealthCollab, LLC CIK 0002017870 0.550 969 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Republic Capital, LLC CIK 0001989988 0.139 352 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hamilton Point Investment Advisors, LLC CIK 0001599746 0.457 192 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.793 913 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 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
☆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
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 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
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 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
☆Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 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
☆Aberdeen Wealth Management LLC CIK 0001802654 0.269 427 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
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hopwood Financial Services, Inc. CIK 0002023166 0.538 92 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
☆Main Management LLC CIK 0001583092 0.804 95 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 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
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 3 +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
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower View Wealth Management LLC CIK 0001729045 0.311 205 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATMOS ADVISORY, LLC CIK 0001905162 0.831 20 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 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
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Solstein Capital, LLC CIK 0001730769 0.250 434 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 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
☆VIRTUS ADVISERS, LLC CIK 0001587281 0.057 509 0.0 0.0% 1 +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% 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
☆DB Fitzpatrick & Co, Inc CIK 0001885767 0.361 100 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 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
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 2 -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
☆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
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VAN DEN BERG MANAGEMENT I, INC CIK 0001142062 0.268 120 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 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
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Park Advisors LLC CIK 0002056274 0.690 351 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 1 +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
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 0 -0.1 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
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 -0.1 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 SCHX). Qtrs Held counts distinct quarters this fund has actually held SCHX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SCHX position size. Δ columns are the percentage-point change in SCHX'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