Signals

← Signals

☆SCHX

1840 in-universe funds with a nonzero position in SCHX within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#58
Score / z3.344 / 4.01
Consensus532.61 over 1000 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 5,068.3 5.5% 5 +1.0 pp -0.8 pp -0.9 pp -0.8 pp
☆Creative Planning CIK 0001540235 0.979 4196 2,399.0 1.4% 5 -0.0 pp -0.2 pp -0.2 pp -0.3 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 1,138.9 8.4% 5 +1.2 pp +1.1 pp +1.1 pp -1.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1,113.0 0.6% 1 +0.6 pp +0.6 pp +0.1 pp +0.1 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 1,069.1 20.8% 5 +0.2 pp -0.7 pp +0.5 pp -1.3 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 950.6 0.8% 5 +0.1 pp +0.0 pp -0.1 pp -0.2 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 677.0 37.5% 5 -1.0 pp -4.9 pp -7.3 pp -7.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 599.3 0.9% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 553.8 26.8% 5 +1.2 pp -0.4 pp -2.4 pp -2.9 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 544.6 0.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 410.6 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 377.0 29.0% 5 +6.5 pp +8.2 pp +10.0 pp +10.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 334.0 0.6% 6 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆McAdam, LLC CIK 0001695490 0.802 516 321.5 12.4% 5 +0.7 pp +0.2 pp -0.1 pp -0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 306.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 303.5 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Norinchukin Bank, The CIK 0001496637 0.829 567 299.6 2.9% 3 -0.1 pp -0.3 pp +2.9 pp +2.9 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 293.7 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 284.6 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.3 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 260.4 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 256.2 2.5% 5 -0.2 pp -0.8 pp -0.9 pp -1.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 252.0 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 247.4 6.7% 5 -0.6 pp -1.8 pp -0.2 pp -0.3 pp
☆JMG Financial Group, Ltd. CIK 0001314404 0.961 137 245.3 5.9% 5 +0.0 pp -0.5 pp -0.7 pp -0.8 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 232.6 19.7% 5 +3.5 pp +2.6 pp +2.3 pp +2.5 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 229.9 1.1% 5 +0.0 pp -0.2 pp -0.3 pp -0.5 pp
☆VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 215.8 1.6% 3 -0.0 pp -0.0 pp +1.6 pp +1.6 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 195.0 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 190.0 0.2% 5 +0.0 pp +0.1 pp +0.0 pp -0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 174.8 1.4% 5 +0.2 pp +0.2 pp +0.2 pp +1.1 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 161.6 1.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Apriem Advisors CIK 0001425165 0.679 182 159.5 13.8% 5 +0.0 pp -1.4 pp -2.2 pp -2.4 pp
☆Northwest Quadrant Wealth Management, LLC CIK 0001697767 0.870 77 157.9 29.2% 5 +1.0 pp -0.3 pp +0.1 pp +3.3 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 155.0 17.3% 5 +0.7 pp -1.9 pp -1.8 pp -5.4 pp
☆BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 142.9 16.5% 5 +0.4 pp -5.5 pp -5.3 pp -5.2 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 139.4 0.4% 5 +0.1 pp +0.0 pp +0.1 pp +0.0 pp
☆Orgel Wealth Management, LLC CIK 0001658535 0.871 113 137.1 2.6% 5 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 132.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 130.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 129.5 0.6% 5 -0.1 pp -0.4 pp -0.1 pp -0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 127.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 124.7 7.0% 5 +0.0 pp -0.5 pp -0.5 pp -0.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 124.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 121.7 12.5% 5 +0.1 pp -0.9 pp -1.0 pp -1.1 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 121.1 4.5% 5 +0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆FSA Investment Group, LLC CIK 0002051584 0.836 47 119.4 38.8% 5 -0.4 pp -19.4 pp -21.6 pp -27.5 pp
☆GREENWOOD GEARHART LLC CIK 0001084683 0.702 168 109.2 5.1% 5 +0.2 pp -1.9 pp -2.4 pp -2.3 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 108.7 14.2% 5 +2.4 pp +1.5 pp +0.8 pp +0.8 pp
☆Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 105.0 12.7% 5 +0.4 pp +0.1 pp +0.3 pp +2.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 103.2 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SIMS INVESTMENT MANAGEMENT, LLC CIK 0002053807 0.826 184 98.6 30.5% 5 -0.7 pp -2.1 pp -1.6 pp -1.7 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 97.9 0.1% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 97.2 1.1% 5 +0.0 pp +0.6 pp +0.6 pp +0.5 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 92.6 0.5% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 92.5 0.4% 3 -0.0 pp -0.1 pp +0.4 pp -0.2 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 91.7 1.4% 5 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 85.8 0.6% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 84.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 83.9 4.8% 5 +0.2 pp +0.3 pp +0.5 pp +0.5 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 83.6 0.5% 5 -0.1 pp -0.1 pp -0.3 pp -0.3 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 82.7 0.3% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Financial Solutions Advisory Group, Inc. CIK 2135269 0.753 177 79.5 10.1% 1 +10.1 pp +10.1 pp +10.1 pp +10.1 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 78.9 1.5% 5 -0.1 pp -0.2 pp -0.1 pp -0.3 pp
☆Standpoint Asset Management, LLC CIK 0001780423 0.941 8 75.5 15.8% 5 -0.1 pp -0.5 pp -0.5 pp -0.4 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 72.0 5.4% 5 +0.1 pp -0.1 pp +0.8 pp +0.9 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 71.2 11.5% 5 +0.4 pp +0.1 pp -0.5 pp -0.7 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 68.5 3.5% 5 +0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Alliance Wealth Management Group CIK 0001623707 0.630 103 65.4 12.7% 5 +0.5 pp -0.3 pp -0.4 pp -1.5 pp
☆Towercrest Capital Management CIK 0001633288 0.713 110 65.4 9.1% 5 +0.4 pp -0.3 pp -0.4 pp -0.8 pp
☆Adams Wealth Management CIK 0001803084 0.408 147 64.9 12.4% 5 +0.6 pp +0.3 pp +0.2 pp +0.1 pp
☆Legacy Wealth Management, LLC CIK 0001488921 0.954 30 63.5 3.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 62.1 6.9% 5 +0.1 pp -0.4 pp -0.8 pp -0.5 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 61.8 7.3% 5 +0.1 pp -0.4 pp -0.4 pp -0.4 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 61.3 4.5% 5 -0.5 pp -0.8 pp -1.1 pp -1.1 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 61.1 1.6% 5 +0.2 pp +0.4 pp +0.5 pp +0.7 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 60.6 5.7% 5 -0.7 pp -0.4 pp -0.5 pp -0.5 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 60.5 0.7% 6 -0.2 pp -0.3 pp -0.2 pp +0.7 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 58.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 57.4 0.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 56.6 6.5% 2 -0.1 pp +6.5 pp +6.5 pp +6.5 pp
☆Red Door Wealth Management, LLC CIK 0001783599 0.439 320 56.5 5.2% 5 +0.0 pp -0.4 pp -0.2 pp -0.4 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 56.0 1.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 55.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 55.6 0.7% 5 -0.1 pp -0.2 pp -0.4 pp -0.3 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 55.0 3.4% 5 -1.2 pp -1.2 pp -1.4 pp -1.3 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 54.8 3.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 54.3 2.1% 5 +0.1 pp +0.0 pp +0.1 pp +2.0 pp
☆RKL Wealth Management LLC CIK 0001604723 0.802 189 54.1 4.3% 5 +0.0 pp -0.4 pp -0.6 pp -0.7 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 53.6 0.3% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 53.6 0.7% 5 +0.0 pp -0.2 pp -0.5 pp -0.5 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 53.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Richardson Capital Management LLC CIK 0001621646 0.839 243 52.7 22.5% 5 +0.3 pp -1.1 pp -1.1 pp -6.7 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 52.0 6.4% 5 +0.9 pp +0.2 pp +0.7 pp +0.9 pp
☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 50.9 13.4% 5 +0.9 pp -0.7 pp -0.8 pp -1.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 49.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDELIS iM, LLC CIK 0001894206 0.843 27 47.7 16.3% 5 +0.9 pp +0.6 pp +6.6 pp +1.6 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 46.6 5.2% 5 +0.1 pp +0.5 pp +0.5 pp +0.7 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 46.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Ascension Capital Advisors, Inc. CIK 0001689227 0.779 97 46.0 12.9% 5 +0.2 pp +1.5 pp +1.2 pp +1.1 pp
☆Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 45.9 8.8% 5 +0.4 pp +0.2 pp -0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 45.8 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 43.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 43.2 0.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Matrix Trust Co CIK 0001784277 0.681 101 43.1 6.3% 5 +0.1 pp -0.2 pp +0.3 pp +0.6 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 43.1 1.0% 5 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆D.B. Root & Company, LLC CIK 0001731717 0.580 207 42.7 9.1% 5 +0.1 pp -0.5 pp +0.9 pp +0.9 pp
☆Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 42.5 2.2% 5 +0.2 pp +0.2 pp +0.1 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 42.3 0.7% 5 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 42.2 4.0% 5 -0.1 pp -0.3 pp -0.4 pp -1.7 pp
☆VALICENTI ADVISORY SERVICES INC CIK 0001080201 0.492 83 42.0 7.9% 5 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 41.8 12.8% 5 +0.1 pp -0.6 pp -0.3 pp -0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 41.7 0.9% 5 +0.0 pp -0.1 pp -0.1 pp -0.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 41.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ACCESS FINANCIAL SERVICES, INC. CIK 0001699622 0.452 103 41.4 13.6% 5 +0.6 pp -1.3 pp +0.1 pp -0.7 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 40.8 0.2% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 40.5 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sherwood Financial Partners, LLC CIK 0002056427 0.847 8 40.3 32.4% 5 +1.3 pp -0.1 pp -0.2 pp +0.3 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 39.9 1.1% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 39.2 2.5% 5 +0.1 pp -0.0 pp +0.3 pp +0.3 pp
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 39.0 14.4% 5 +0.1 pp -0.4 pp -0.4 pp -0.3 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 38.8 0.6% 5 +0.1 pp +0.1 pp -0.0 pp -0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 38.6 1.3% 5 +0.0 pp -0.2 pp -0.2 pp -0.1 pp
☆Ashford Advisors, LLC CIK 0001861158 0.926 23 38.2 7.9% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 37.5 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Gleason Group, Inc. CIK 0001822632 0.921 449 37.2 3.2% 5 +0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 37.1 8.8% 5 -1.1 pp -0.6 pp -0.6 pp -0.6 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 36.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 36.6 4.1% 5 -0.2 pp -1.5 pp -1.6 pp -1.6 pp
☆HRC WEALTH MANAGEMENT, LLC CIK 0002009521 0.836 65 36.6 15.0% 5 -0.2 pp -1.2 pp -1.2 pp -1.3 pp
☆FPC INVESTMENT ADVISORY, INC. CIK 0002021217 0.796 36 36.5 17.2% 5 +0.2 pp +1.4 pp +1.2 pp +1.2 pp
☆PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 36.4 3.1% 5 -0.3 pp -0.9 pp -1.0 pp -0.4 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 35.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 35.3 2.1% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆Powers Advisory Group, LLC CIK 0001927474 0.567 130 35.3 11.1% 5 +0.2 pp -1.1 pp -1.5 pp -1.9 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 35.1 2.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 33.6 13.4% 5 +0.7 pp +0.2 pp +0.1 pp +0.0 pp
☆True Freedom Investing, LLC CIK 0002096483 0.916 97 33.6 2.6% 1 +2.6 pp +2.6 pp +2.5 pp +2.5 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 33.5 0.3% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Gordian Advisors LLC CIK 0002011856 0.774 65 32.3 19.0% 5 +0.2 pp -0.7 pp -1.4 pp -1.2 pp
☆Embree Financial Group CIK 0002020860 0.466 283 31.7 3.2% 5 -0.6 pp -1.6 pp -2.5 pp -3.3 pp
☆Provident Wealth Management, LLC CIK 0001799797 0.729 161 31.4 8.1% 5 -0.3 pp -0.5 pp -0.4 pp -0.5 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 31.0 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 30.6 1.2% 5 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 30.1 2.0% 5 -0.3 pp -0.4 pp -0.5 pp -0.5 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 30.1 3.9% 5 +0.2 pp +0.0 pp -0.1 pp -0.2 pp
☆St. Johns Investment Management Company, LLC CIK 0001605522 0.438 201 29.5 11.2% 5 +0.1 pp -0.2 pp +0.1 pp -0.2 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 29.5 6.4% 5 +0.1 pp -0.3 pp -0.3 pp -0.2 pp
☆Athena Investment Management CIK 0001921093 0.240 132 28.8 17.1% 5 -0.3 pp -0.9 pp -0.9 pp -1.0 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 28.7 0.7% 5 -0.0 pp -0.3 pp -0.0 pp -0.0 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 28.6 2.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 28.2 0.7% 5 -0.2 pp -0.0 pp -0.0 pp -0.0 pp
☆Sage Financial Management Group, Inc. CIK 0001762086 0.795 61 28.0 7.7% 5 +0.2 pp -0.1 pp -0.3 pp -0.5 pp
☆Essex LLC CIK 0001889147 0.576 180 27.9 4.2% 5 -0.0 pp -0.2 pp -0.3 pp -0.3 pp
☆GEN Financial Management, INC. CIK 0002032497 0.680 42 27.6 16.5% 5 +1.7 pp +1.3 pp +0.2 pp +0.3 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 27.5 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 27.2 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MANCHESTER FINANCIAL INC CIK 0000866590 0.657 144 26.6 4.7% 5 +0.0 pp +0.1 pp -0.2 pp -0.8 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 26.6 1.6% 5 +0.1 pp +0.3 pp +0.2 pp +0.2 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 26.5 1.6% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 26.2 4.0% 6 +0.0 pp -0.2 pp -0.2 pp -0.0 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 25.9 1.2% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Alpha Zero LLC CIK 0002079032 0.418 107 25.9 9.8% 6 -0.4 pp -1.4 pp -1.4 pp -1.5 pp
☆VALLEY FORGE INVESTMENT CONSULTANTS INC ADV CIK 0000920655 0.848 86 25.9 6.7% 5 -0.0 pp -0.2 pp -0.2 pp -0.9 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 25.5 3.7% 5 +0.1 pp -0.0 pp -0.1 pp -0.2 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 24.8 0.5% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 24.6 0.2% 7 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 24.6 1.7% 5 +0.1 pp +0.0 pp -0.0 pp -0.1 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 24.3 9.5% 5 -0.3 pp -1.9 pp -3.3 pp -3.5 pp
☆Canal Capital Management, LLC CIK 0001666733 0.400 220 24.3 3.0% 5 +0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 24.1 1.6% 5 +0.0 pp -0.1 pp +0.0 pp -0.5 pp
☆White & Co Financial Planning Inc CIK 0002039300 0.788 20 24.0 14.9% 5 +0.3 pp -1.4 pp -1.2 pp -1.3 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 23.8 4.7% 5 +0.1 pp -0.3 pp -0.5 pp -0.7 pp
☆MFA WEALTH ADVISORS, LLC CIK 0001688184 0.452 98 23.7 4.0% 4 +0.2 pp +0.1 pp +0.2 pp +4.0 pp
☆UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC CIK 0002011649 0.558 104 23.6 14.1% 5 +0.2 pp -0.1 pp +0.7 pp +1.8 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 23.4 0.3% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 23.4 9.7% 5 -0.3 pp -1.0 pp -1.2 pp -1.4 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 23.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.675 198 23.1 2.0% 5 -0.2 pp -0.2 pp -0.3 pp -0.9 pp
☆Investors Research Corp CIK 0001730630 0.347 805 23.0 4.1% 5 +0.4 pp +0.5 pp +0.6 pp +0.8 pp
☆B & T Capital Management DBA Alpha Capital Management CIK 0001450935 0.455 128 22.9 3.0% 5 +0.1 pp -0.1 pp -0.4 pp -0.5 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 22.9 1.8% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 22.8 2.8% 5 -0.2 pp -0.4 pp -0.5 pp -0.6 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 22.8 0.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 22.4 13.6% 4 -1.5 pp -1.2 pp +3.9 pp +13.6 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 22.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 22.3 0.4% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 21.7 1.6% 7 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 21.6 0.8% 5 -0.1 pp -0.4 pp -0.5 pp -0.5 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 21.3 2.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 21.3 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 21.0 4.0% 5 -0.1 pp +0.0 pp +0.9 pp +0.9 pp
☆MONEYWISE, INC. CIK 0001703080 0.317 86 21.0 7.8% 5 -0.1 pp -0.4 pp -1.7 pp -1.7 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 20.8 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning, LLC CIK 0001802105 0.233 136 20.2 4.7% 3 +0.7 pp +0.1 pp +4.7 pp +4.7 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 20.0 3.6% 5 +0.0 pp -0.1 pp -0.4 pp -0.6 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 19.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 19.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 19.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆L2 Asset Management, LLC CIK 0001686988 0.111 411 19.4 2.0% 5 -1.2 pp -0.1 pp +0.5 pp +1.0 pp
☆Winthrop Capital Management, LLC CIK 0002010657 0.431 351 19.4 4.7% 5 +0.3 pp +0.5 pp +0.5 pp +0.6 pp
☆RED CEDAR INVESTMENT MANAGEMENT, LLC CIK 0001734398 0.751 90 19.3 1.8% 5 +0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 19.3 0.7% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 18.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 18.7 1.6% 5 -0.0 pp -0.2 pp -0.3 pp -0.4 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 18.6 1.8% 5 +0.2 pp +0.0 pp +0.3 pp +0.2 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 18.6 0.9% 5 -0.0 pp -0.2 pp -0.2 pp -0.3 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 18.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 18.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆Wilkins Miller Wealth Management, LLC CIK 0002057318 0.363 95 17.4 9.6% 5 +0.4 pp -0.1 pp -0.4 pp -0.5 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 17.1 2.2% 5 -1.5 pp -3.0 pp -2.5 pp -2.4 pp
☆Leverty Financial Group, LLC CIK 0001908386 0.897 49 17.0 3.3% 4 +0.1 pp +0.5 pp +0.4 pp +3.3 pp
☆Blackhawk Capital Partners, LLC CIK 0001582561 0.049 146 16.9 5.5% 5 +5.1 pp +0.0 pp +0.0 pp -0.6 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 16.9 2.6% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
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☆Arnold Financial Planning LLC CIK 0002107020 0.570 41 16.3 12.1% 2 -0.5 pp +12.1 pp +12.1 pp +12.1 pp
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☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 16.2 1.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
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☆Allen Capital Group, LLC CIK 0001601384 0.535 316 15.6 1.3% 5 +0.1 pp +0.0 pp -0.0 pp +0.0 pp
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☆Sigma Planning Corp CIK 0001449126 0.520 1394 14.9 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 14.9 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Financial Consulting LLC CIK 0002065794 0.400 49 14.8 10.0% 3 -3.0 pp +4.7 pp +10.0 pp +10.0 pp
☆ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 0.575 80 14.7 6.2% 5 +0.1 pp -0.2 pp -0.5 pp -0.5 pp
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☆Elite Life Management LLC CIK 0002010262 0.574 61 14.6 17.1% 3 -0.4 pp -4.0 pp +17.1 pp +17.1 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 14.4 0.7% 5 +0.1 pp +0.1 pp +0.3 pp +0.7 pp
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☆American Money Management, LLC CIK 0001600085 0.432 174 13.9 2.0% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆G2 CAPITAL MANAGEMENT, LLC / OH CIK 0001910858 0.862 70 13.8 3.0% 5 +0.1 pp -0.0 pp -0.1 pp -0.2 pp
☆Global Endowment Management, LP CIK 0001512237 0.755 72 13.7 1.4% 5 +0.3 pp +0.2 pp +0.2 pp +0.2 pp
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☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 13.5 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Enclave Advisors LLC CIK 0001836110 0.562 127 13.4 1.8% 5 +0.1 pp +0.0 pp -0.1 pp -0.2 pp
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☆Strategic Equity Management CIK 0001843578 0.305 65 13.3 4.5% 5 -0.5 pp -1.2 pp -2.4 pp -2.3 pp
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☆Frisco Financial Planning LLC CIK 0002133972 0.753 29 12.7 9.6% 6 +0.2 pp -0.4 pp -0.4 pp -1.2 pp
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☆Ballast Financial Advisors LLC CIK 0002109821 0.477 71 12.6 11.4% 2 +0.3 pp +11.4 pp +11.4 pp +11.4 pp
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☆Guardian Financial Partners, LLC CIK 0001723514 0.576 69 12.4 4.8% 5 +0.2 pp +0.1 pp +0.3 pp +0.4 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 12.3 3.2% 5 +0.3 pp +0.3 pp +0.1 pp -0.0 pp
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☆SCS Capital Management LLC CIK 0001303159 0.917 485 12.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆MBA Advisors LLC CIK 0001848704 0.403 164 11.8 4.0% 5 +0.0 pp -0.3 pp -0.4 pp -0.5 pp
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☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 11.4 3.0% 5 -0.0 pp -1.5 pp -0.4 pp -4.8 pp
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☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 11.1 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Squared Financial LLC CIK 0002128691 0.347 87 11.0 7.2% 4 -0.1 pp -0.7 pp -1.0 pp +7.2 pp
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☆NorthRock Partners, LLC CIK 0001632097 0.841 669 10.9 0.2% 7 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
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☆Payne Capital LLC CIK 0002094426 0.375 59 10.9 9.0% 3 -1.6 pp +5.2 pp +9.0 pp +9.0 pp
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☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 10.6 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 10.6 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
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☆AMI INVESTMENT MANAGEMENT INC CIK 0001122241 0.599 78 8.4 1.8% 5 +0.1 pp -0.0 pp -0.1 pp -0.2 pp
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☆SWS Partners CIK 0001731731 0.307 108 8.2 1.8% 5 +0.0 pp -0.2 pp -0.2 pp -0.3 pp
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☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 7.8 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 7.8 1.1% 5 +0.8 pp +0.9 pp +1.0 pp +1.0 pp
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☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 7.7 0.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.3 pp
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☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 7.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 1.8 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 1.8 0.7% 6 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
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☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 1.8 0.4% 5 +0.1 pp +0.0 pp -0.1 pp +0.1 pp
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☆Family Manage LLC CIK 0001539947 0.277 323 1.8 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆TritonPoint Partners, LLC CIK 0002111167 0.020 351 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Capital Management Associates, Inc CIK 0002008851 0.640 153 1.8 0.4% 5 +0.0 pp -0.0 pp -0.2 pp -0.2 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 1.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 1.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 1.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHS Financial, LLC CIK 0001766514 0.159 165 1.8 0.7% 5 -0.1 pp -0.4 pp -0.5 pp -0.6 pp
☆Millennium Capital Advisors, LLC CIK 0002097025 0.334 137 1.8 1.0% 7 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Hardin Capital Partners, LLC CIK 0002033094 0.518 141 1.8 0.8% 5 +0.2 pp +0.3 pp +0.2 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 1.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 0.398 195 1.7 0.6% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Orcam Financial Group CIK 0001905367 0.304 105 1.7 0.8% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 1.7 1.0% 4 -0.1 pp -0.7 pp -1.1 pp +1.0 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 1.7 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aull & Monroe Investment Management Corp CIK 0001387615 0.263 126 1.7 0.7% 5 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆WESTBOURNE INVESTMENTS, INC. CIK 0000932929 0.160 149 1.7 0.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
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☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 1.7 0.2% 5 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 1.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Fortitude Advisory Group L.L.C. CIK 0001928999 0.253 237 1.7 0.6% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 1.7 0.3% 5 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 1.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vanguard Capital Wealth Advisors CIK 0001730578 0.118 132 1.6 1.1% 5 -0.2 pp -0.0 pp -0.0 pp -0.2 pp
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☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆BLUEDOOR PRIVATE WEALTH, LLC CIK 0002110994 0.261 160 1.5 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
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☆Independent Advisor Alliance CIK 0001696899 0.044 1054 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 1.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Carolina Wealth Advisors, LLC CIK 0001786411 0.269 278 1.0 0.4% 5 +0.0 pp -0.1 pp -0.1 pp -2.1 pp
☆INTREPID CAPITAL MANAGEMENT INC CIK 0001092838 0.287 109 1.0 0.3% 5 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
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☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆SUMMITRY LLC CIK 0001280043 0.623 340 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆David Wealth Management LLC CIK 0002042337 0.705 55 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.1 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.3 pp
☆Bowman & Co S.C. CIK 0001906275 0.412 118 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆BRIGHT FINANCIAL ADVISORS, INC. CIK 0002022456 0.583 72 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 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
☆Magnolia Wealth Management, LLC CIK 0001908732 0.870 17 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centennial Advisors, LLC CIK 0001951376 0.026 76 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.5 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
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp -0.0 pp -0.2 pp -0.1 pp
☆Navalign, LLC CIK 0001820593 0.504 132 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ARGENT CAPITAL MANAGEMENT LLC CIK 0001120926 0.514 168 0.0 0.0% 0 -0.0 pp -0.2 pp -0.0 pp +0.0 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 0.0 0.0% 0 -0.1 pp -0.1 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
☆WIN ADVISORS, INC CIK 0001897144 0.000 75 0.0 0.0% 0 +0.0 pp +0.0 pp -1.3 pp +0.0 pp
☆Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆KW WEALTH MANAGEMENT LLC CIK 0002078696 0.000 0 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
☆Seven Springs Wealth Group, LLC CIK 0001803898 0.779 85 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
☆Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 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
☆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
☆Clarius Group, LLC CIK 0001664214 0.831 384 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp +0.0 pp -8.6 pp -5.4 pp
☆West Oak Capital, LLC CIK 0001387399 0.631 279 0.0 0.0% 0 +0.0 pp +0.0 pp -1.9 pp -2.1 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 0.0 0.0% 0 -1.2 pp -1.8 pp -1.8 pp -1.8 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.2 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
☆Victrix Investment Advisors CIK 0002055229 0.074 75 0.0 0.0% 0 -0.6 pp -0.8 pp +0.0 pp -1.0 pp
☆Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.1 pp
☆Capital Wealth Alliance, LLC CIK 0001803277 0.420 98 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Parkside Advisors LLC CIK 0001585550 0.762 89 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 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
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 0.0 0.0% 0 +0.0 pp -9.7 pp -9.8 pp -10.8 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp +0.0 pp -2.7 pp -2.5 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.0 0.0% 0 -3.9 pp -4.0 pp -4.0 pp -4.1 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Analyst IMS Investment Management Services Ltd. CIK 0001634208 0.918 152 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Invst, LLC CIK 0001867587 0.314 343 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆PCA Investment Advisory Services Inc. CIK 0001977044 0.673 59 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp -0.7 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆GREENBERG FINANCIAL GROUP CIK 0000946626 0.447 111 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 0.0 0.0% 0 -0.2 pp -0.2 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
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.6 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VanderPol Investments L.L.C. CIK 0002015682 0.284 56 0.0 0.0% 0 +0.0 pp -15.0 pp -15.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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 (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