Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
AdvisorNet Financial, Inc | 12 | 12 | 0.02% | 0.08% | 0.20% | Q4 2020 | Q3 2023 | 12 |
COLLECTIVE FAMILY OFFICE LLC | 12 | 12 | 0.57% | 1.69% | 2.81% | Q4 2020 | Q3 2023 | 12 |
IFP Advisors, Inc | 12 | 12 | 0.00% | 0.03% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Chicago Partners Investment Group LLC | 12 | 12 | 0.11% | 0.24% | 0.41% | Q4 2020 | Q3 2023 | 12 |
TCI Wealth Advisors, Inc. | 12 | 12 | 0.01% | 0.29% | 0.91% | Q4 2020 | Q3 2023 | 12 |
Tortoise Investment Management, LLC | 12 | 12 | 0.01% | 0.23% | 0.48% | Q4 2020 | Q3 2023 | 12 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
C M BIDWELL & ASSOCIATES LTD | 12 | 12 | 0.01% | 0.20% | 0.32% | Q4 2020 | Q3 2023 | 12 |
PBMares Wealth Management LLC | 12 | 12 | 0.86% | 1.72% | 3.20% | Q4 2020 | Q3 2023 | 12 |
EVOKE WEALTH, LLC | 12 | 12 | 0.14% | 0.76% | 1.00% | Q4 2020 | Q3 2023 | 12 |
Rehmann Capital Advisory Group | 12 | 12 | 0.02% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Versant Capital Management, Inc | 12 | 12 | 0.15% | 0.24% | 0.57% | Q1 2021 | Q4 2023 | 12 |
ROYAL BANK OF CANADA | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
CGN Advisors LLC | 12 | 12 | 0.10% | 0.27% | 0.58% | Q1 2021 | Q4 2023 | 12 |
Perigon Wealth Management, LLC | 11 | 1 | 0.06% | 0.15% | 0.28% | Q3 2011 | Q3 2023 | 12 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 11 | 0.01% | 0.25% | 0.50% | Q1 2021 | Q3 2023 | 11 |
Raymond James Financial Services Advisors, Inc. | 11 | 11 | 0.00% | 0.02% | 0.06% | Q1 2021 | Q3 2023 | 11 |
CreativeOne Wealth, LLC | 11 | 11 | 0.03% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 11 |
American Investment Services, Inc. | 11 | 11 | 0.21% | 0.33% | 0.46% | Q1 2021 | Q3 2023 | 11 |
Allworth Financial LP | 11 | 11 | 0.00% | 0.03% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Annapolis Financial Services, LLC | 11 | 11 | 0.06% | 0.91% | 1.70% | Q1 2021 | Q3 2023 | 11 |
Private Ocean, LLC | 11 | 11 | 0.00% | 0.54% | 3.21% | Q1 2021 | Q3 2023 | 11 |
PARSONS CAPITAL MANAGEMENT INC/RI | 11 | 11 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Capital Investment Advisory Services, LLC | 11 | 11 | 0.03% | 0.07% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Avior Wealth Management, LLC | 11 | 11 | 0.16% | 0.30% | 0.42% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
ENVESTNET ASSET MANAGEMENT INC | 11 | 11 | 0.00% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 11 |
OSAIC HOLDINGS, INC. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Evanson Asset Management, LLC | 11 | 11 | 0.08% | 0.12% | 0.16% | Q1 2021 | Q3 2023 | 11 |
BURNEY CO/ | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Wealthquest Corp | 11 | 11 | 0.12% | 0.36% | 0.62% | Q1 2021 | Q3 2023 | 11 |
COMMONWEALTH EQUITY SERVICES, LLC | 11 | 11 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Bristlecone Advisors, LLC | 11 | 11 | 0.04% | 0.10% | 0.18% | Q1 2021 | Q3 2023 | 11 |
Syverson Strege & Co | 11 | 11 | 0.03% | 0.63% | 1.23% | Q1 2021 | Q3 2023 | 11 |
Gradient Capital Advisors, LLC | 11 | 11 | 0.60% | 0.73% | 0.98% | Q1 2021 | Q3 2023 | 11 |
Ancora Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
JANE STREET GROUP, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 10 |
MATHER GROUP, LLC. | 10 | 10 | 0.01% | 0.10% | 0.17% | Q2 2021 | Q3 2023 | 10 |
UBS Group AG | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
WEALTHSOURCE PARTNERS, LLC | 10 | 10 | 0.02% | 0.10% | 0.27% | Q2 2021 | Q3 2023 | 10 |
Diversified Portfolios, Inc. | 10 | 10 | 0.09% | 1.62% | 3.32% | Q2 2021 | Q3 2023 | 10 |
Aveo Capital Partners, LLC | 10 | 10 | 0.05% | 1.27% | 2.32% | Q2 2021 | Q3 2023 | 10 |
FIRETHORN WEALTH PARTNERS, LLC | 8 | 2 | 0.23% | 0.49% | 0.75% | Q1 2021 | Q3 2023 | 10 |
STIFEL FINANCIAL CORP | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Advisory Alpha, LLC | 10 | 10 | 0.06% | 0.18% | 0.31% | Q2 2021 | Q3 2023 | 10 |
Fort Henry Capital, LLC | 10 | 10 | 0.30% | 1.44% | 2.29% | Q2 2021 | Q3 2023 | 10 |
Kestra Advisory Services, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Disciplined Investments, LLC | 10 | 10 | 0.00% | 0.90% | 1.88% | Q2 2021 | Q3 2023 | 10 |
Hill Investment Group Partners, LLC | 10 | 10 | 0.09% | 0.41% | 1.24% | Q2 2021 | Q3 2023 | 10 |
CVA Family Office, LLC | 8 | 2 | 0.16% | 0.62% | 1.71% | Q1 2021 | Q3 2023 | 10 |
Moisand Fitzgerald Tamayo, LLC | 10 | 10 | 0.02% | 1.96% | 2.85% | Q2 2021 | Q3 2023 | 10 |
BANK OF MONTREAL /CAN/ | 8 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Willow Creek Wealth Management Inc. | 10 | 10 | 0.08% | 0.43% | 0.63% | Q2 2021 | Q3 2023 | 10 |
Orion Portfolio Solutions, LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Cambridge Investment Research Advisors, Inc. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 9 | 9 | 0.01% | 0.16% | 0.29% | Q3 2021 | Q3 2023 | 9 |
MISSION WEALTH MANAGEMENT, LP | 9 | 9 | 0.03% | 0.43% | 1.02% | Q3 2021 | Q3 2023 | 9 |
BRIGHTON JONES LLC | 9 | 9 | 0.01% | 0.20% | 0.33% | Q3 2021 | Q3 2023 | 9 |
Apella Capital, LLC | 6 | 3 | 0.03% | 0.10% | 0.21% | Q3 2021 | Q4 2023 | 9 |
Financial Planning & Information Services, Inc. | 9 | 9 | 0.40% | 2.16% | 3.24% | Q3 2021 | Q3 2023 | 9 |
Pinnacle Family Advisors, LLC | 5 | 4 | 0.12% | 0.15% | 0.32% | Q2 2021 | Q3 2023 | 9 |
Betterment LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
BAKER BOYER NATIONAL BANK | 8 | 1 | 0.51% | 0.68% | 0.88% | Q2 2021 | Q3 2023 | 9 |
AWM CAPITAL, LLC | 9 | 9 | 0.58% | 2.87% | 5.88% | Q3 2021 | Q3 2023 | 9 |
RAYMOND JAMES & ASSOCIATES | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
MML INVESTORS SERVICES, LLC | 6 | 3 | 0.00% | 0.05% | 0.09% | Q2 2021 | Q3 2023 | 9 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 9 | 9 | 0.02% | 0.63% | 1.15% | Q3 2021 | Q3 2023 | 9 |
OKABENA INVESTMENT SERVICES INC | 9 | 9 | 0.08% | 1.28% | 5.07% | Q3 2021 | Q3 2023 | 9 |
ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 8 | 8 | 0.98% | 1.68% | 2.32% | Q4 2021 | Q3 2023 | 8 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.03% | 0.34% | 0.75% | Q1 2021 | Q3 2023 | 8 |
Cetera Investment Advisers | 7 | 1 | 0.00% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.31% | 0.41% | 0.48% | Q4 2021 | Q3 2023 | 8 |
WMG Financial Advisors, LLC | 8 | 8 | 0.42% | 1.33% | 1.91% | Q4 2021 | Q3 2023 | 8 |
Cordant, Inc. | 8 | 8 | 0.53% | 0.59% | 0.82% | Q4 2021 | Q3 2023 | 8 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 8 | 8 | 0.06% | 0.14% | 0.27% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.30% | 0.47% | 0.67% | Q4 2021 | Q3 2023 | 8 |
Midwest Heritage Bank, FSB | 8 | 8 | 1.60% | 3.36% | 5.08% | Q4 2021 | Q3 2023 | 8 |
RNC CAPITAL MANAGEMENT LLC | 8 | 8 | 0.01% | 0.03% | 0.05% | Q3 2021 | Q2 2023 | 8 |
Sequoia Financial Advisors, LLC | 8 | 8 | 0.05% | 0.26% | 0.39% | Q4 2021 | Q3 2023 | 8 |
SUTTON PLACE INVESTORS LLC | 8 | 8 | 0.97% | 2.75% | 4.02% | Q4 2021 | Q3 2023 | 8 |
Operose Advisors LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
SOL Capital Management CO | 8 | 8 | 0.04% | 0.71% | 1.26% | Q4 2021 | Q3 2023 | 8 |
Quad-Cities Investment Group, LLC | 8 | 8 | 0.22% | 0.60% | 0.91% | Q4 2021 | Q3 2023 | 8 |
D.A. DAVIDSON & CO. | 6 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.01% | 0.78% | 1.49% | Q4 2021 | Q3 2023 | 8 |
ML & R WEALTH MANAGEMENT LLC | 8 | 8 | 0.25% | 0.50% | 0.81% | Q4 2021 | Q3 2023 | 8 |
FirstPurpose Wealth LLC | 8 | 8 | 1.17% | 1.97% | 2.41% | Q4 2021 | Q3 2023 | 8 |
Marshall Financial Group LLC | 8 | 8 | 0.26% | 0.44% | 0.55% | Q4 2021 | Q3 2023 | 8 |
Aquire Wealth Advisors, LLC | 8 | 8 | 3.28% | 6.18% | 8.57% | Q4 2021 | Q3 2023 | 8 |
Financial Connections Group, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
HighTower Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Lauterbach Financial Advisors, LLC | 8 | 8 | 0.23% | 0.25% | 0.28% | Q4 2021 | Q3 2023 | 8 |
SAX WEALTH ADVISORS, LLC | 8 | 8 | 0.11% | 0.46% | 0.81% | Q4 2021 | Q3 2023 | 8 |
OLD MISSION CAPITAL LLC | 5 | 1 | 0.02% | 0.25% | 0.68% | Q2 2021 | Q3 2023 | 8 |
STONNINGTON GROUP, LLC | 6 | 2 | 0.02% | 0.07% | 0.13% | Q1 2021 | Q1 2023 | 8 |
Investmark Advisory Group LLC | 8 | 8 | 0.20% | 0.51% | 0.64% | Q4 2021 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.02% | 0.10% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Mariner, LLC | 8 | 8 | 0.00% | 0.12% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.02% | 0.04% | 0.12% | Q4 2021 | Q3 2023 | 8 |
SC&H Financial Advisors, Inc. | 8 | 8 | 0.71% | 2.10% | 2.62% | Q4 2021 | Q3 2023 | 8 |
Pinnacle Financial Group, LLC / IL | 8 | 8 | 0.23% | 0.57% | 0.74% | Q4 2021 | Q3 2023 | 8 |
MARYLAND CAPITAL ADVISORS INC. | 8 | 8 | 0.21% | 0.59% | 1.40% | Q4 2021 | Q3 2023 | 8 |
TRIAD FINANCIAL ADVISORS, INC. | 8 | 8 | 0.10% | 0.15% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Rather & Kittrell, Inc. | 8 | 8 | 0.23% | 0.76% | 1.87% | Q4 2021 | Q3 2023 | 8 |
Shearwater Capital LLC | 8 | 8 | 0.77% | 0.98% | 1.11% | Q4 2021 | Q3 2023 | 8 |
MORGAN STANLEY | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
McIlrath & Eck, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
SALEM INVESTMENT COUNSELORS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
USAdvisors Wealth Management, LLC | 8 | 8 | 0.09% | 0.16% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Bedel Financial Consulting, Inc. | 8 | 8 | 0.00% | 0.98% | 2.53% | Q3 2021 | Q2 2023 | 8 |
Citadel Advisors | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 8 |
Shore Point Advisors, LLC | 8 | 8 | 0.01% | 4.84% | 6.04% | Q4 2021 | Q3 2023 | 8 |
Baldrige Asset Management LLC | 8 | 8 | 0.17% | 0.54% | 1.00% | Q2 2021 | Q1 2023 | 8 |
Level Financial Advisors | 8 | 8 | 0.62% | 1.36% | 1.87% | Q4 2021 | Q3 2023 | 8 |
CLARIS ADVISORS, LLC / MO / | 8 | 8 | 0.25% | 0.57% | 0.93% | Q4 2021 | Q3 2023 | 8 |
Relaxing Retirement Coach | 8 | 8 | 0.25% | 2.65% | 6.65% | Q3 2021 | Q2 2023 | 8 |
RETIREMENT GUYS FORMULA LLC | 7 | 7 | 0.30% | 0.47% | 0.55% | Q1 2022 | Q3 2023 | 7 |
FIRST NATIONAL BANK SIOUX FALLS | 7 | 7 | 0.29% | 0.60% | 1.00% | Q1 2021 | Q3 2022 | 7 |
Applied Capital LLC | 7 | 7 | 0.20% | 0.35% | 0.45% | Q1 2021 | Q3 2022 | 7 |
Beacon Pointe Advisors, LLC | 7 | 7 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Chico Wealth RIA | 7 | 7 | 4.54% | 7.81% | 9.18% | Q1 2022 | Q3 2023 | 7 |
Wealth Dimensions Group, Ltd. | 7 | 7 | 0.84% | 1.30% | 1.78% | Q1 2022 | Q3 2023 | 7 |
Aptus Capital Advisors, LLC | 7 | 7 | 0.03% | 0.11% | 0.17% | Q1 2022 | Q3 2023 | 7 |
FMR LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 7 |
Physician Wealth Advisors, Inc. | 7 | 7 | 0.86% | 1.74% | 2.41% | Q1 2022 | Q3 2023 | 7 |
EverSource Wealth Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.05% | 0.10% | Q4 2021 | Q3 2023 | 7 |
Mutual Advisors, LLC | 7 | 7 | 0.02% | 0.04% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Patriot Financial Group Insurance Agency, LLC | 5 | 2 | 0.03% | 0.10% | 0.28% | Q3 2021 | Q3 2023 | 7 |
Waypoint Wealth Partners Inc. | 4 | 3 | 0.08% | 1.27% | 2.66% | Q4 2021 | Q3 2023 | 7 |
RFG Advisory, LLC | 7 | 7 | 0.06% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 7 |
MORRIS FINANCIAL CONCEPTS, INC. | 4 | 3 | 0.00% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 7 |
RVW Wealth, LLC | 7 | 7 | 0.11% | 1.66% | 2.40% | Q2 2022 | Q4 2023 | 7 |
Private Advisor Group, LLC | 7 | 7 | 0.00% | 0.03% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Laurel Wealth Advisors, Inc. | 7 | 7 | 0.03% | 0.08% | 0.17% | Q2 2021 | Q4 2022 | 7 |
CPWM, LLC | 7 | 7 | 0.02% | 0.10% | 0.28% | Q1 2021 | Q3 2022 | 7 |
Beaird Harris Wealth Management, LLC | 7 | 7 | 0.06% | 0.89% | 1.41% | Q1 2022 | Q3 2023 | 7 |
Steward Financial Group LLC | 4 | 3 | 0.01% | 0.12% | 0.67% | Q4 2021 | Q3 2023 | 7 |
CAPTRUST FINANCIAL ADVISORS | 4 | 3 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 7 | 7 | 0.36% | 1.92% | 3.71% | Q1 2022 | Q3 2023 | 7 |
Larson Financial Group LLC | 7 | 7 | 0.28% | 0.48% | 0.62% | Q1 2022 | Q3 2023 | 7 |
Newman Dignan & Sheerar, Inc. | 7 | 7 | 0.16% | 1.10% | 1.86% | Q1 2022 | Q3 2023 | 7 |
Bridgewater Advisors Inc. | 4 | 3 | 0.42% | 0.56% | 0.73% | Q4 2021 | Q3 2023 | 7 |
HARBOR INVESTMENT ADVISORY, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
PrairieView Partners, LLC | 7 | 7 | 0.13% | 0.17% | 0.26% | Q1 2022 | Q3 2023 | 7 |
BANK OF AMERICA CORP /DE/ | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
West Financial Advisors, LLC | 7 | 7 | 0.10% | 3.39% | 4.84% | Q1 2022 | Q3 2023 | 7 |
Great Point Wealth Advisors, LLC | 7 | 7 | 1.56% | 2.39% | 2.75% | Q1 2022 | Q3 2023 | 7 |
Total Wealth Planning, LLC | 7 | 7 | 0.33% | 0.42% | 0.50% | Q1 2022 | Q3 2023 | 7 |
Beta Wealth Group, Inc. | 7 | 7 | 0.75% | 0.83% | 0.95% | Q1 2022 | Q3 2023 | 7 |
AE Wealth Management LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Blume Capital Management, Inc. | 6 | 6 | 0.00% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Dynamic Advisor Solutions LLC | 6 | 6 | 0.10% | 0.19% | 0.34% | Q2 2022 | Q3 2023 | 6 |
PERRITT CAPITAL MANAGEMENT INC | 6 | 6 | 3.24% | 3.44% | 3.58% | Q2 2022 | Q3 2023 | 6 |
Colony Family Offices, LLC | 6 | 6 | 0.64% | 2.77% | 3.76% | Q2 2022 | Q3 2023 | 6 |
Horizon Investments, LLC | 6 | 6 | 0.15% | 0.29% | 0.41% | Q2 2022 | Q3 2023 | 6 |
CFS Investment Advisory Services, LLC | 5 | 1 | 0.01% | 1.10% | 1.89% | Q1 2022 | Q3 2023 | 6 |
Highland Financial Advisors, LLC | 6 | 6 | 0.29% | 0.44% | 0.69% | Q2 2022 | Q3 2023 | 6 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 6 |
CWM, LLC | 6 | 6 | 0.09% | 0.12% | 0.14% | Q2 2022 | Q3 2023 | 6 |
Quantum Financial Advisors, LLC | 6 | 6 | 0.56% | 1.19% | 1.95% | Q2 2022 | Q3 2023 | 6 |
Bank of New York Mellon Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
GARRISON POINT ADVISORS, LLC | 3 | 3 | 0.15% | 0.16% | 0.18% | Q4 2021 | Q3 2023 | 6 |
Gemmer Asset Management LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Rappaport Reiches Capital Management, LLC | 6 | 6 | 0.14% | 0.77% | 1.26% | Q2 2022 | Q3 2023 | 6 |
HUTCHINSON CAPITAL MANAGEMENT/CA | 6 | 6 | 0.13% | 0.22% | 0.28% | Q2 2022 | Q3 2023 | 6 |
Forum Private Client Group LLC | 6 | 6 | 1.64% | 2.06% | 2.44% | Q1 2022 | Q2 2023 | 6 |
DRIVE WEALTH MANAGEMENT, LLC | 6 | 6 | 0.25% | 0.45% | 0.63% | Q2 2022 | Q3 2023 | 6 |
EVERGREEN CAPITAL MANAGEMENT LLC | 6 | 6 | 0.08% | 0.25% | 0.33% | Q2 2022 | Q3 2023 | 6 |
Ledyard National Bank | 6 | 6 | 0.73% | 1.67% | 1.92% | Q2 2022 | Q3 2023 | 6 |
Relative Value Partners Group, LLC | 6 | 6 | 0.03% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Greenspring Advisors, LLC | 6 | 6 | 0.05% | 0.07% | 0.09% | Q4 2021 | Q1 2023 | 6 |
Sageworth Trust Co | 6 | 6 | 0.10% | 0.27% | 0.31% | Q2 2022 | Q3 2023 | 6 |
Morling Financial Advisors, LLC | 6 | 6 | 1.54% | 4.96% | 7.67% | Q2 2022 | Q3 2023 | 6 |
Adero Partners, LLC | 6 | 6 | 0.20% | 0.35% | 0.81% | Q2 2022 | Q3 2023 | 6 |
3D/L Capital Management, LLC | 6 | 6 | 4.52% | 4.72% | 5.02% | Q2 2022 | Q3 2023 | 6 |
WOLFF WIESE MAGANA LLC | 6 | 6 | 0.37% | 0.43% | 0.48% | Q2 2022 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 6 |
Wescott Financial Advisory Group, LLC | 6 | 6 | 0.14% | 0.68% | 1.16% | Q2 2022 | Q3 2023 | 6 |
Fortress Wealth Management, Inc. | 6 | 6 | 0.22% | 0.41% | 0.57% | Q2 2022 | Q3 2023 | 6 |
WADDELL & ASSOCIATES, LLC | 6 | 6 | 0.11% | 0.25% | 0.33% | Q2 2022 | Q3 2023 | 6 |
FOUNDERS FINANCIAL SECURITIES LLC | 6 | 6 | 0.90% | 1.44% | 2.06% | Q2 2022 | Q3 2023 | 6 |
Modera Wealth Management, LLC | 4 | 2 | 0.01% | 0.11% | 0.19% | Q4 2021 | Q3 2023 | 6 |
Financial Advocates Investment Management | 6 | 6 | 0.22% | 0.39% | 0.54% | Q2 2022 | Q3 2023 | 6 |
Birchcreek Wealth Management, LLC | 6 | 6 | 0.28% | 0.47% | 0.74% | Q2 2022 | Q3 2023 | 6 |
Caprock Group, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
KEB ASSET MANAGEMENT, LLC | 6 | 6 | 0.14% | 0.93% | 1.38% | Q2 2022 | Q3 2023 | 6 |
PATHSTONE FAMILY OFFICE, LLC | 6 | 6 | 0.01% | 0.11% | 0.29% | Q2 2022 | Q3 2023 | 6 |
Bridge Advisory, LLC | 6 | 6 | 0.14% | 0.21% | 0.30% | Q2 2022 | Q3 2023 | 6 |
Adams Chetwood Wealth Management LLC | 6 | 6 | 1.20% | 2.05% | 2.71% | Q4 2020 | Q1 2022 | 6 |
Parcion Private Wealth LLC | 6 | 6 | 0.11% | 1.75% | 5.07% | Q2 2022 | Q3 2023 | 6 |
Five Oceans Advisors | 6 | 6 | 0.15% | 0.29% | 0.40% | Q1 2022 | Q2 2023 | 6 |
Glassman Wealth Services | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
EXENCIAL WEALTH ADVISORS, LLC | 5 | 5 | 0.07% | 0.24% | 0.32% | Q3 2022 | Q3 2023 | 5 |
J.P. Morgan Private Wealth Advisors LLC | 5 | 5 | 0.00% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Zhang Financial LLC | 5 | 5 | 0.04% | 0.12% | 0.16% | Q3 2022 | Q3 2023 | 5 |
Orion Capital Management LLC | 4 | 1 | 0.00% | 0.02% | 0.05% | Q2 2022 | Q3 2023 | 5 |
RAM Investment Partners, LLC | 5 | 5 | 6.37% | 7.14% | 7.67% | Q4 2022 | Q4 2023 | 5 |
MAI Capital Management | 5 | 5 | 0.02% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
LPL Financial LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
RESOLUTE FINANCIAL, LLC | 5 | 5 | 0.19% | 0.25% | 0.30% | Q4 2021 | Q4 2022 | 5 |
Seven Springs Wealth Group, LLC | 5 | 5 | 0.63% | 0.65% | 0.67% | Q3 2022 | Q3 2023 | 5 |
Koshinski Asset Management, Inc. | 5 | 5 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q1 2023 | 5 |
Parallel Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Aviance Capital Partners, LLC | 5 | 5 | 0.10% | 0.15% | 0.26% | Q3 2022 | Q3 2023 | 5 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5 | 5 | 0.01% | 0.03% | 0.05% | Q3 2022 | Q3 2023 | 5 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Silicon Hills Wealth Management, LLC | 5 | 5 | 0.21% | 0.30% | 0.40% | Q4 2021 | Q4 2022 | 5 |
Bay Harbor Wealth Management, LLC | 5 | 5 | 0.00% | 0.17% | 0.33% | Q3 2022 | Q3 2023 | 5 |
CATALYST PRIVATE WEALTH, LLC | 5 | 5 | 1.71% | 2.44% | 2.87% | Q4 2022 | Q4 2023 | 5 |
Prosperity Planning, Inc. | 5 | 5 | 0.16% | 0.17% | 0.18% | Q3 2022 | Q3 2023 | 5 |
Bromfield Sneider Wealth Advisors | 5 | 5 | 0.02% | 0.05% | 0.09% | Q4 2022 | Q4 2023 | 5 |
Pallas Capital Advisors LLC | 5 | 5 | 0.50% | 0.80% | 1.03% | Q3 2022 | Q3 2023 | 5 |
Annandale Capital, LLC | 5 | 5 | 1.01% | 1.93% | 2.28% | Q3 2022 | Q3 2023 | 5 |
Merriman Wealth Management, LLC | 3 | 2 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q2 2023 | 5 |
Qube Research & Technologies Ltd | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Morton Capital Management LLC/CA | 4 | 1 | 0.29% | 0.40% | 0.49% | Q4 2021 | Q3 2023 | 5 |
GRAND WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.01% | 0.03% | Q2 2022 | Q2 2023 | 5 |
Cable Hill Partners, LLC | 5 | 5 | 6.64% | 7.47% | 8.25% | Q3 2022 | Q3 2023 | 5 |
DDD Partners, LLC | 5 | 5 | 0.09% | 0.09% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Cahill Wealth Management, LLC | 4 | 1 | 0.16% | 0.72% | 0.93% | Q1 2022 | Q3 2023 | 5 |
PRIVATE CAPITAL MANAGEMENT LLC | 5 | 5 | 0.11% | 1.16% | 1.71% | Q3 2022 | Q3 2023 | 5 |
Pioneer Wealth Management Group | 4 | 4 | 2.70% | 3.19% | 3.99% | Q4 2022 | Q3 2023 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.00% | 0.07% | 0.10% | Q4 2020 | Q3 2021 | 4 |
JACKSON THORNTON ASSET MANAGEMENT, LLC | 4 | 4 | 0.10% | 0.47% | 0.83% | Q4 2022 | Q3 2023 | 4 |
Asset Dedication, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 4 |
TD Waterhouse Canada Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
FinDec Wealth Services, Inc. | 4 | 4 | 3.11% | 3.55% | 3.72% | Q4 2022 | Q3 2023 | 4 |
QUARRY HILL ADVISORS, LLC | 4 | 4 | 0.34% | 0.42% | 0.54% | Q4 2022 | Q3 2023 | 4 |
US BANCORP \DE\ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.10% | 0.13% | 0.15% | Q1 2010 | Q3 2023 | 4 |
Samalin Investment Counsel, LLC | 4 | 4 | 0.24% | 0.29% | 0.31% | Q4 2022 | Q3 2023 | 4 |
Cetera Advisor Networks LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Watchman Group, Inc. | 4 | 4 | 0.17% | 0.24% | 0.28% | Q4 2021 | Q3 2022 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Flagstone Financial Management | 4 | 4 | 0.34% | 0.38% | 0.44% | Q4 2022 | Q3 2023 | 4 |
SOUNDMARK WEALTH MANAGEMENT, LLC | 4 | 4 | 0.40% | 0.41% | 0.44% | Q4 2022 | Q3 2023 | 4 |
Meritas Wealth Management, LLC | 4 | 4 | 1.17% | 1.19% | 1.22% | Q4 2022 | Q3 2023 | 4 |
Pettinga Financial Advisors LLC | 4 | 4 | 0.08% | 0.13% | 0.20% | Q4 2022 | Q3 2023 | 4 |
IFG Advisors, LLC | 4 | 4 | 0.12% | 0.16% | 0.18% | Q4 2022 | Q3 2023 | 4 |
WIPFLI FINANCIAL ADVISORS LLC, | 4 | 4 | 0.11% | 0.99% | 1.54% | Q4 2021 | Q3 2022 | 4 |
Lodestone Wealth Management LLC | 4 | 4 | 1.43% | 1.72% | 1.97% | Q4 2022 | Q3 2023 | 4 |
WMS Partners, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
DIMENSIONAL FUND ADVISORS LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
DDFG, Inc | 4 | 4 | 3.48% | 3.60% | 3.68% | Q4 2022 | Q3 2023 | 4 |
LEGACY FINANCIAL GROUP, INC. | 4 | 4 | 3.03% | 3.13% | 3.22% | Q4 2022 | Q3 2023 | 4 |
PEAPACK GLADSTONE FINANCIAL CORP | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Global Retirement Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Washington Trust Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 4 |
Landmark Financial Advisors, LLC | 4 | 4 | 0.11% | 0.82% | 1.14% | Q4 2022 | Q3 2023 | 4 |
Cassady Schiller Wealth Management, LLC | 4 | 4 | 0.05% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Falcon Wealth Planning | 4 | 4 | 5.34% | 5.65% | 5.86% | Q4 2022 | Q3 2023 | 4 |
Creative Planning | 4 | 4 | 0.06% | 0.07% | 0.12% | Q4 2022 | Q3 2023 | 4 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
FIFTH THIRD BANCORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Heritage Wealth Management, Inc./Texas | 4 | 4 | 2.54% | 2.60% | 2.66% | Q4 2022 | Q3 2023 | 4 |
TOWNSQUARE CAPITAL LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Vawter Financial, Ltd. | 4 | 4 | 5.46% | 6.10% | 6.87% | Q4 2022 | Q3 2023 | 4 |
BUILDER INVESTMENT GROUP INC /ADV | 4 | 4 | 0.72% | 0.82% | 1.02% | Q4 2022 | Q3 2023 | 4 |
Cerity Partners LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
GREAT VALLEY ADVISOR GROUP, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
RCS Financial Planning, LLC | 4 | 4 | 1.86% | 1.91% | 1.94% | Q4 2022 | Q3 2023 | 4 |
WPWealth LLP | 4 | 4 | 4.37% | 4.66% | 4.97% | Q4 2022 | Q3 2023 | 4 |
Tillman Hartley LLC | 4 | 4 | 0.62% | 0.68% | 0.73% | Q4 2022 | Q3 2023 | 4 |
JPMORGAN CHASE & CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
180 WEALTH ADVISORS, LLC | 4 | 4 | 0.10% | 0.13% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Strategic Investment Solutions, Inc. /IL | 4 | 4 | 0.12% | 0.44% | 1.03% | Q4 2022 | Q3 2023 | 4 |
Great Waters Wealth Management | 4 | 4 | 3.24% | 3.91% | 4.67% | Q4 2022 | Q3 2023 | 4 |
Leading Edge Financial Planning LLC | 4 | 4 | 0.38% | 0.50% | 0.58% | Q4 2022 | Q3 2023 | 4 |
BENJAMIN EDWARDS INC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Breakwater Capital Group | 4 | 4 | 0.54% | 0.63% | 0.67% | Q4 2022 | Q3 2023 | 4 |
Clearstead Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Equitable Holdings, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
First Command Bank | 4 | 4 | 0.14% | 0.33% | 0.55% | Q3 2022 | Q2 2023 | 4 |
FOSTER & MOTLEY INC | 4 | 4 | 0.08% | 0.09% | 0.09% | Q4 2022 | Q3 2023 | 4 |
PRIVATE TRUST CO NA | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
PARK AVENUE SECURITIES LLC | 4 | 4 | 0.10% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
LAM GROUP, INC. | 4 | 4 | 0.42% | 0.54% | 0.62% | Q4 2022 | Q3 2023 | 4 |
Avion Wealth | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Investment Advisory Group, LLC | 4 | 4 | 0.20% | 0.25% | 0.27% | Q4 2022 | Q3 2023 | 4 |
TCP Asset Management, LLC | 4 | 4 | 2.48% | 2.58% | 2.86% | Q4 2022 | Q3 2023 | 4 |
1900 WEALTH MANAGEMENT LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
VAN DEN BERG MANAGEMENT I, INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Integrated Wealth Concepts LLC | 4 | 4 | 0.02% | 0.36% | 0.51% | Q4 2022 | Q3 2023 | 4 |
Ruedi Wealth Management, Inc. | 4 | 4 | 0.29% | 0.33% | 0.39% | Q4 2022 | Q3 2023 | 4 |
CPA Asset Management LLC | 4 | 4 | 8.00% | 8.18% | 8.35% | Q4 2022 | Q3 2023 | 4 |
DecisionPoint Financial, LLC | 4 | 4 | 2.32% | 2.42% | 2.52% | Q4 2022 | Q3 2023 | 4 |
ADVISOR PARTNERS II, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Essential Planning, LLC. | 4 | 4 | 2.10% | 2.42% | 2.56% | Q4 2022 | Q3 2023 | 4 |
WEBSTERROGERS FINANCIAL ADVISORS, LLC | 4 | 4 | 0.12% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Arista Wealth Management, LLC | 4 | 4 | 0.42% | 2.77% | 4.55% | Q4 2022 | Q3 2023 | 4 |
Index Fund Advisors, Inc. | 4 | 4 | 0.01% | 0.14% | 0.30% | Q4 2022 | Q3 2023 | 4 |
First Command Financial Services, Inc. | 4 | 4 | 0.14% | 0.33% | 0.55% | Q3 2022 | Q2 2023 | 4 |
Creative Capital Management Investments LLC | 4 | 4 | 5.59% | 5.90% | 6.11% | Q4 2022 | Q3 2023 | 4 |
Efficient Advisors, LLC | 4 | 4 | 0.58% | 0.64% | 0.81% | Q4 2022 | Q3 2023 | 4 |
Sageworth Trust Co of South Dakota | 4 | 4 | 0.12% | 0.22% | 0.27% | Q2 2022 | Q1 2023 | 4 |
Financial Alternatives, Inc | 4 | 4 | 4.13% | 4.34% | 4.50% | Q4 2022 | Q3 2023 | 4 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 4 | 4 | 0.00% | 0.14% | 0.55% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Werba Rubin Papier Wealth Management | 4 | 4 | 0.32% | 0.36% | 0.39% | Q4 2022 | Q3 2023 | 4 |
Security Financial Services, INC. | 4 | 4 | 0.26% | 0.29% | 0.31% | Q4 2022 | Q3 2023 | 4 |
GEM Asset Management, LLC | 4 | 4 | 0.85% | 0.95% | 1.06% | Q4 2022 | Q3 2023 | 4 |
LaSalle St. Investment Advisors, LLC | 3 | 3 | 0.50% | 0.58% | 0.66% | Q1 2023 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.60% | 0.77% | 0.90% | Q4 2022 | Q3 2023 | 3 |
Prime Capital Investment Advisors, LLC | 3 | 3 | 0.02% | 0.18% | 0.26% | Q1 2023 | Q3 2023 | 3 |
Acorn Wealth Advisors, LLC | 2 | 1 | 0.10% | 0.13% | 0.16% | Q3 2022 | Q3 2023 | 3 |
Biltmore Family Office, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
SIGNATUREFD, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
THRIVENT FINANCIAL FOR LUTHERANS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Financial Engines Advisors L.L.C. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Valeo Financial Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Lauer Wealth, LLC | 3 | 3 | 1.42% | 1.46% | 1.50% | Q1 2023 | Q3 2023 | 3 |
NewEdge Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Portfolio Solutions, LLC | 3 | 3 | 0.20% | 0.44% | 0.63% | Q1 2022 | Q3 2022 | 3 |
Keebeck Wealth Management, LLC | 3 | 3 | 0.07% | 0.12% | 0.20% | Q1 2023 | Q3 2023 | 3 |
WELLS FARGO & COMPANY/MN | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 3 |
REDW Wealth LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 3 | 3 | 0.29% | 0.33% | 0.36% | Q1 2023 | Q3 2023 | 3 |
AXXCESS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
PFG Advisors | 3 | 3 | 0.11% | 0.15% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Parkside Financial Bank & Trust | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Baird Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Wealthfront Advisers LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Concord Wealth Partners | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
QUADRANT CAPITAL GROUP LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Ironwood Financial, llc | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 3 |
COWA, LLC | 1 | 1 | 0.02% | 0.06% | 0.15% | Q1 2021 | Q3 2022 | 3 |
EATON VANCE MANAGEMENT | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Tanglewood Legacy Advisors, LLC | 3 | 3 | 0.18% | 0.19% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Pinnacle Wealth Management Advisory Group, LLC | 3 | 3 | 0.64% | 0.65% | 0.67% | Q1 2023 | Q3 2023 | 3 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
UMB Bank, n.a. | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
PINNACLE ASSOCIATES LTD | 3 | 3 | 0.09% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Lee Financial Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Tranquility Partners, LLC | 3 | 3 | 0.12% | 0.14% | 0.17% | Q1 2023 | Q3 2023 | 3 |
L & S Advisors Inc | 3 | 3 | 0.07% | 0.10% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Presidio Capital Management, LLC | 3 | 3 | 0.37% | 0.48% | 0.60% | Q1 2023 | Q3 2023 | 3 |
tru Independence LLC | 3 | 3 | 0.74% | 0.84% | 0.96% | Q1 2023 | Q3 2023 | 3 |
Yoder Wealth Management, Inc. | 3 | 3 | 0.44% | 0.49% | 0.57% | Q1 2023 | Q3 2023 | 3 |
Krilogy Financial LLC | 3 | 3 | 0.05% | 0.06% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Bridgeworth, LLC | 3 | 3 | 0.09% | 0.10% | 0.12% | Q2 2022 | Q4 2022 | 3 |
Root Financial Partners, LLC | 3 | 3 | 6.89% | 7.01% | 7.09% | Q1 2023 | Q3 2023 | 3 |
Exeter Financial, LLC | 3 | 3 | 0.11% | 0.13% | 0.16% | Q1 2023 | Q3 2023 | 3 |
OAKWOOD CAPITAL MANAGEMENT LLC/CA | 2 | 2 | 0.38% | 0.62% | 0.86% | Q1 2021 | Q2 2021 | 2 |
Sloy Dahl & Holst, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q3 2021 | Q4 2021 | 2 |
FISCHER INVESTMENT STRATEGIES, LLC | 2 | 2 | 1.67% | 1.71% | 1.76% | Q2 2023 | Q3 2023 | 2 |
Steward Partners Investment Advisory, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Penserra Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.02% | 0.04% | 0.05% | Q2 2022 | Q3 2022 | 2 |
Avondale Wealth Management | 2 | 2 | 6.77% | 6.78% | 6.80% | Q2 2023 | Q3 2023 | 2 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 2 |
RBF Capital, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2022 | 2 |
TRUIST FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
NATIXIS ADVISORS, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SEVEN MILE ADVISORY | 2 | 2 | 3.24% | 3.48% | 3.72% | Q2 2023 | Q3 2023 | 2 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Blue Trust, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
DOWLING & YAHNKE LLC | 2 | 2 | 0.02% | 0.13% | 0.24% | Q2 2022 | Q3 2022 | 2 |
Mosaic Family Wealth, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q4 2021 | 2 |
Golden State Equity Partners | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Jackson Hole Capital Partners, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q4 2022 | 2 |
Retirement Systems of Alabama | 2 | 2 | 0.04% | 0.69% | 1.33% | Q2 2023 | Q3 2023 | 2 |
BLUESTEIN R H & CO LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Northland Capital Management LLC | 2 | 2 | 2.21% | 2.32% | 2.42% | Q2 2022 | Q3 2022 | 2 |
Plan Group Financial, LLC | 2 | 2 | 6.97% | 8.80% | 10.62% | Q2 2023 | Q3 2023 | 2 |
DBK Financial Counsel, LLC | 2 | 2 | 0.42% | 0.44% | 0.46% | Q2 2022 | Q3 2022 | 2 |
Cordasco Financial Network | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Eldridge Investment Advisors, Inc. | 2 | 2 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q1 2023 | 2 |
BetterWealth, LLC | 2 | 2 | 1.15% | 1.65% | 2.14% | Q4 2021 | Q1 2022 | 2 |
GeoWealth Management, LLC | 2 | 2 | 0.75% | 0.84% | 0.92% | Q2 2023 | Q3 2023 | 2 |
EP Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.24% | 0.48% | Q1 2023 | Q3 2023 | 2 |
Integrated Advisors Network LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Heritage Financial Services, LLC | 1 | 1 | 0.01% | 0.06% | 0.10% | Q2 2022 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
NAPLES GLOBAL ADVISORS, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Brainard Capital Management LLC | 2 | 2 | 0.48% | 0.49% | 0.51% | Q4 2022 | Q1 2023 | 2 |
Intelligent Financial Strategies | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Wedmont Private Capital | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
GIRARD PARTNERS LTD. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Covington Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Advisory Services Network, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MBA Advisors LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ST GERMAIN D J CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Envision Financial Planning, LLC | 1 | 1 | 8.19% | 8.19% | 8.19% | Q3 2023 | Q3 2023 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
BIVIN & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Tempus Wealth Planning, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2023 | Q2 2023 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Wealthstream Advisors, Inc. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2022 | Q3 2022 | 1 |
Austin Wealth Management, LLC | 1 | 1 | 1.01% | 1.01% | 1.01% | Q3 2023 | Q3 2023 | 1 |
Forum Financial Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Savant Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Sawyer & Company, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Rockbridge Investment Management, LCC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
HB Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Catalyst Capital Advisors LLC | 1 | 1 | 0.91% | 0.91% | 0.91% | Q3 2023 | Q3 2023 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Matisse Capital | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
WealthStone, Inc. | 1 | 1 | 3.50% | 3.50% | 3.50% | Q4 2020 | Q4 2020 | 1 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
TCWP LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2022 | Q3 2022 | 1 |
Marquette Asset Management, LLC | 1 | 1 | 2.53% | 2.53% | 2.53% | Q3 2023 | Q3 2023 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Aspire Private Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HARBOUR INVESTMENTS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Shilanski & Associates, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2022 | Q3 2022 | 1 |
PENOBSCOT WEALTH MANAGEMENT | 1 | 1 | 0.78% | 0.78% | 0.78% | Q3 2023 | Q3 2023 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Rockefeller Capital Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
LifeGuide Financial Advisors, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q2 2023 | Q2 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 5.76% | 5.76% | 5.76% | Q4 2023 | Q4 2023 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Acropolis Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
GLENMEDE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Texas Capital Bank Wealth Management Services Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
RAYMOND JAMES TRUST N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Tanager Wealth Management LLP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Kure Advisory, LLC | 1 | 1 | 2.30% | 2.30% | 2.30% | Q3 2023 | Q3 2023 | 1 |
Americana Partners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Compass Financial Group, Inc. | 1 | 1 | 4.07% | 4.07% | 4.07% | Q4 2020 | Q4 2020 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Crown Wealth Group, LLC | 1 | 1 | 1.60% | 1.60% | 1.60% | Q4 2021 | Q4 2021 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Geometric Wealth Advisors | 1 | 1 | 14.13% | 14.13% | 14.13% | Q1 2022 | Q1 2022 | 1 |
Beacon Financial Advisory LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
Millburn Ridgefield Corp | 1 | 1 | 1.05% | 1.05% | 1.05% | Q3 2023 | Q3 2023 | 1 |
Cresset Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 2.36% | 2.36% | 2.36% | Q3 2023 | Q3 2023 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
PNC FINANCIAL SERVICES GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own DIMENSIONAL ETF TRUST or have owned DIMENSIONAL ETF TRUST in the past.