Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CWM, LLC | 10 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 17 |
GILL CAPITAL PARTNERS, LLC | 11 | 11 | 0.17% | 0.19% | 0.22% | Q2 2021 | Q4 2023 | 11 |
Symmetry Partners, LLC | 11 | 11 | 0.74% | 0.80% | 0.89% | Q2 2021 | Q4 2023 | 11 |
PATHSTONE FAMILY OFFICE, LLC | 10 | 10 | 0.01% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
RAYMOND JAMES & ASSOCIATES | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Acropolis Investment Management, LLC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Evanson Asset Management, LLC | 10 | 10 | 4.13% | 4.36% | 4.68% | Q2 2021 | Q3 2023 | 10 |
NAPLES GLOBAL ADVISORS, LLC | 10 | 10 | 0.07% | 0.07% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Valeo Financial Advisors, LLC | 10 | 10 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 10 | 10 | 0.05% | 0.09% | 0.12% | Q2 2021 | Q3 2023 | 10 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 10 | 10 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Center for Financial Planning, Inc. | 10 | 10 | 0.12% | 0.13% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Betterment LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
D.A. DAVIDSON & CO. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Eldridge Investment Advisors, Inc. | 10 | 10 | 0.31% | 0.34% | 0.38% | Q2 2021 | Q3 2023 | 10 |
Orion Portfolio Solutions, LLC | 10 | 10 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Gleason Group, Inc. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
MBM Wealth Consultants, LLC | 10 | 10 | 0.38% | 0.42% | 0.46% | Q2 2021 | Q3 2023 | 10 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 10 | 10 | 0.29% | 0.32% | 0.36% | Q2 2021 | Q3 2023 | 10 |
J.P. Morgan Private Wealth Advisors LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Gemmer Asset Management LLC | 10 | 10 | 0.56% | 0.59% | 0.62% | Q2 2021 | Q3 2023 | 10 |
MISSION WEALTH MANAGEMENT, LP | 10 | 10 | 0.15% | 0.18% | 0.22% | Q2 2021 | Q3 2023 | 10 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 10 | 10 | 0.02% | 0.04% | 0.08% | Q2 2021 | Q3 2023 | 10 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 10 | 10 | 0.14% | 0.16% | 0.17% | Q2 2021 | Q3 2023 | 10 |
Integrated Advisors Network LLC | 10 | 10 | 0.05% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Diversified Trust Co | 10 | 10 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2023 | 10 |
Colony Family Offices, LLC | 10 | 10 | 17.26% | 21.85% | 30.63% | Q2 2021 | Q3 2023 | 10 |
Laird Norton Wetherby Trust Company, LLC | 10 | 10 | 0.02% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 10 |
FMR LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Retirement Solution Inc. | 10 | 10 | 7.92% | 11.23% | 14.65% | Q2 2021 | Q3 2023 | 10 |
Mutual Advisors, LLC | 10 | 10 | 0.30% | 0.38% | 0.62% | Q2 2021 | Q3 2023 | 10 |
KEYBANK NATIONAL ASSOCIATION/OH | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Silicon Valley Capital Partners | 10 | 10 | 0.03% | 0.10% | 0.12% | Q2 2021 | Q3 2023 | 10 |
Tradition Wealth Management, LLC | 10 | 10 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Prestige Wealth Management Group LLC | 10 | 10 | 0.19% | 0.20% | 0.22% | Q2 2021 | Q3 2023 | 10 |
Plancorp, LLC | 10 | 10 | 13.62% | 16.41% | 22.04% | Q2 2021 | Q3 2023 | 10 |
Hill Investment Group Partners, LLC | 10 | 10 | 1.24% | 2.99% | 7.04% | Q2 2021 | Q3 2023 | 10 |
CENTRAL TRUST Co | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Merit Financial Group, LLC | 10 | 10 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
STIFEL FINANCIAL CORP | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
PEAPACK GLADSTONE FINANCIAL CORP | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 10 | 10 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Steward Partners Investment Advisory, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
TCI Wealth Advisors, Inc. | 10 | 10 | 12.64% | 14.25% | 16.69% | Q2 2021 | Q3 2023 | 10 |
Pensionmark Financial Group, LLC | 10 | 10 | 0.05% | 0.13% | 0.28% | Q2 2021 | Q3 2023 | 10 |
Chicago Partners Investment Group LLC | 10 | 10 | 1.43% | 1.57% | 1.69% | Q2 2021 | Q3 2023 | 10 |
Busey Bank | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Texas Yale Capital Corp. | 10 | 10 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Diversified Portfolios, Inc. | 10 | 10 | 0.11% | 0.15% | 0.25% | Q2 2021 | Q3 2023 | 10 |
Beacon Pointe Advisors, LLC | 10 | 10 | 0.06% | 0.23% | 0.29% | Q2 2021 | Q3 2023 | 10 |
Modera Wealth Management, LLC | 10 | 10 | 1.06% | 2.13% | 2.95% | Q2 2021 | Q3 2023 | 10 |
MERCER GLOBAL ADVISORS INC /ADV | 10 | 10 | 0.66% | 0.95% | 1.39% | Q2 2021 | Q3 2023 | 10 |
Kestra Advisory Services, LLC | 10 | 10 | 0.14% | 0.20% | 0.30% | Q2 2021 | Q3 2023 | 10 |
PRIVATE MANAGEMENT GROUP INC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Abacus Wealth Partners, LLC | 10 | 10 | 0.37% | 0.95% | 2.17% | Q2 2021 | Q3 2023 | 10 |
Stratos Wealth Partners, LTD. | 10 | 10 | 0.06% | 0.14% | 0.23% | Q2 2021 | Q3 2023 | 10 |
JPMORGAN CHASE & CO | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
UBS Group AG | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
CAPTRUST FINANCIAL ADVISORS | 10 | 10 | 0.03% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Pinnacle Wealth Planning Services, Inc. | 10 | 10 | 0.42% | 0.54% | 0.74% | Q2 2021 | Q3 2023 | 10 |
Larson Financial Group LLC | 10 | 10 | 1.34% | 2.48% | 3.99% | Q2 2021 | Q3 2023 | 10 |
BOK Financial Private Wealth, Inc. | 10 | 10 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Citadel Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 10 |
Bryn Mawr Capital Management, LLC | 10 | 10 | 0.08% | 0.26% | 0.47% | Q2 2021 | Q3 2023 | 10 |
AVANTAX ADVISORY SERVICES, INC. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
WHITTIER TRUST CO | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
OSAIC HOLDINGS, INC. | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
MORGAN STANLEY | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Carlson Capital Management | 10 | 10 | 0.13% | 0.19% | 0.32% | Q2 2021 | Q3 2023 | 10 |
Cambridge Investment Research Advisors, Inc. | 10 | 10 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
MML INVESTORS SERVICES, LLC | 10 | 10 | 0.04% | 0.10% | 0.16% | Q2 2021 | Q3 2023 | 10 |
Gradient Investments LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Pegasus Partners Ltd. | 10 | 10 | 0.10% | 0.12% | 0.14% | Q2 2021 | Q3 2023 | 10 |
FAS Wealth Partners, Inc. | 10 | 10 | 0.10% | 0.13% | 0.16% | Q2 2021 | Q3 2023 | 10 |
ATLAS CAPITAL ADVISORS LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Biltmore Family Office, LLC | 10 | 10 | 0.23% | 0.28% | 0.38% | Q2 2021 | Q3 2023 | 10 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10 | 10 | 0.11% | 0.13% | 0.17% | Q2 2021 | Q3 2023 | 10 |
GSB Wealth Management, LLC | 10 | 10 | 0.09% | 0.10% | 0.16% | Q2 2021 | Q3 2023 | 10 |
Adero Partners, LLC | 10 | 10 | 1.26% | 1.87% | 3.14% | Q2 2021 | Q3 2023 | 10 |
Falcon Wealth Planning | 10 | 10 | 0.26% | 0.42% | 0.63% | Q2 2021 | Q3 2023 | 10 |
Efficient Advisors, LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Capital Investment Advisory Services, LLC | 10 | 10 | 0.04% | 0.06% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Creative Planning | 10 | 10 | 0.11% | 0.12% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Foster Group, Inc. | 10 | 10 | 3.39% | 4.67% | 7.36% | Q2 2021 | Q3 2023 | 10 |
LGL PARTNERS, LLC | 10 | 10 | 0.34% | 0.65% | 1.60% | Q2 2021 | Q3 2023 | 10 |
Mariner, LLC | 10 | 10 | 0.01% | 0.10% | 0.14% | Q2 2021 | Q3 2023 | 10 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Klingman & Associates, LLC | 10 | 10 | 0.06% | 0.06% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Curi Wealth Management, LLC | 10 | 10 | 0.07% | 0.14% | 0.25% | Q2 2021 | Q3 2023 | 10 |
Bank of New York Mellon Corp | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
COLONY GROUP LLC | 10 | 10 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
PEAVINE CAPITAL, LLC | 10 | 10 | 0.10% | 0.11% | 0.14% | Q2 2021 | Q3 2023 | 10 |
MONTAG A & ASSOCIATES INC | 10 | 10 | 0.12% | 0.14% | 0.15% | Q2 2021 | Q3 2023 | 10 |
Private Advisor Group, LLC | 6 | 3 | 0.00% | 0.08% | 0.30% | Q2 2021 | Q3 2023 | 10 |
ROWLANDMILLER & PARTNERS.ADV | 9 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q4 2023 | 10 |
HighTower Advisors, LLC | 10 | 10 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q3 2023 | 10 |
WEBSTERROGERS FINANCIAL ADVISORS, LLC | 10 | 10 | 1.21% | 1.48% | 1.82% | Q2 2021 | Q3 2023 | 10 |
HUNTINGTON NATIONAL BANK | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
NORTHERN TRUST CORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Asset Dedication, LLC | 10 | 10 | 0.14% | 0.48% | 1.86% | Q2 2021 | Q3 2023 | 10 |
CHOREO, LLC | 10 | 10 | 1.76% | 2.60% | 3.21% | Q2 2021 | Q3 2023 | 10 |
Parkside Financial Bank & Trust | 10 | 10 | 0.26% | 0.31% | 0.34% | Q2 2021 | Q3 2023 | 10 |
Winthrop Advisory Group LLC | 10 | 10 | 0.21% | 0.25% | 0.29% | Q2 2021 | Q3 2023 | 10 |
Sharkey, Howes & Javer | 10 | 10 | 0.05% | 0.07% | 0.10% | Q2 2021 | Q3 2023 | 10 |
ASSETMARK, INC | 10 | 10 | 0.16% | 0.20% | 0.23% | Q2 2021 | Q3 2023 | 10 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 10 | 10 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
COMMONWEALTH EQUITY SERVICES, LLC | 10 | 10 | 0.09% | 0.11% | 0.12% | Q2 2021 | Q3 2023 | 10 |
PINNACLE FINANCIAL PARTNERS INC | 10 | 10 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Willow Creek Wealth Management Inc. | 10 | 10 | 1.83% | 2.38% | 3.02% | Q2 2021 | Q3 2023 | 10 |
Hardy Reed LLC | 10 | 10 | 0.50% | 0.55% | 0.61% | Q2 2021 | Q3 2023 | 10 |
Sand Hill Global Advisors, LLC | 10 | 10 | 0.18% | 0.20% | 0.22% | Q2 2021 | Q3 2023 | 10 |
PrairieView Partners, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
US BANCORP \DE\ | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Towercrest Capital Management | 10 | 10 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q3 2023 | 10 |
ETF Portfolio Partners, Inc. | 10 | 10 | 0.59% | 0.63% | 0.69% | Q2 2021 | Q3 2023 | 10 |
Private Portfolio Partners LLC | 10 | 10 | 0.08% | 0.09% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Robertson Stephens Wealth Management, LLC | 10 | 10 | 0.22% | 0.27% | 0.37% | Q2 2021 | Q3 2023 | 10 |
1900 WEALTH MANAGEMENT LLC | 10 | 10 | 3.03% | 3.34% | 3.92% | Q2 2021 | Q3 2023 | 10 |
Principal Street Partners, LLC | 10 | 10 | 0.08% | 0.15% | 0.24% | Q2 2021 | Q3 2023 | 10 |
PRIVATE CAPITAL MANAGEMENT LLC | 10 | 10 | 2.24% | 3.72% | 6.30% | Q2 2021 | Q3 2023 | 10 |
ENVESTNET ASSET MANAGEMENT INC | 10 | 10 | 0.09% | 0.11% | 0.13% | Q2 2021 | Q3 2023 | 10 |
FIRST NATIONAL TRUST CO | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
ROYAL BANK OF CANADA | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Baird Financial Group, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
MONETA GROUP INVESTMENT ADVISORS LLC | 10 | 10 | 0.02% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
FRANKLIN RESOURCES INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Laird Norton Wetherby Wealth Management, LLC | 10 | 10 | 0.03% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Cetera Advisor Networks LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Rehmann Capital Advisory Group | 10 | 10 | 0.58% | 0.68% | 0.74% | Q2 2021 | Q3 2023 | 10 |
Parallel Advisors, LLC | 10 | 10 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Merriman Wealth Management, LLC | 10 | 10 | 0.04% | 0.06% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Wealthspire Advisors, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
WNY Asset Management, LLC | 10 | 10 | 0.23% | 0.33% | 0.43% | Q2 2021 | Q3 2023 | 10 |
American Investment Services, Inc. | 10 | 10 | 5.65% | 6.28% | 7.09% | Q2 2021 | Q3 2023 | 10 |
Savant Capital, LLC | 10 | 10 | 0.09% | 0.21% | 0.97% | Q2 2021 | Q3 2023 | 10 |
SFMG, LLC | 10 | 10 | 0.05% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Bridgewater Advisors Inc. | 10 | 10 | 0.49% | 0.77% | 1.16% | Q2 2021 | Q3 2023 | 10 |
SMITH CHAS P & ASSOCIATES PA CPAS | 10 | 10 | 0.07% | 0.08% | 0.09% | Q2 2021 | Q3 2023 | 10 |
Ballentine Partners, LLC | 10 | 10 | 0.06% | 0.07% | 0.09% | Q2 2021 | Q3 2023 | 10 |
Prime Capital Investment Advisors, LLC | 10 | 10 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
JFS WEALTH ADVISORS, LLC | 10 | 10 | 6.02% | 6.91% | 10.69% | Q2 2021 | Q3 2023 | 10 |
DUNCKER STREETT & CO INC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Advisory Services Network, LLC | 10 | 10 | 0.09% | 0.11% | 0.13% | Q2 2021 | Q3 2023 | 10 |
Cetera Investment Advisers | 10 | 10 | 0.16% | 0.25% | 0.33% | Q2 2021 | Q3 2023 | 10 |
TRUE Private Wealth Advisors | 10 | 10 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Frank, Rimerman Advisors LLC | 10 | 10 | 0.08% | 0.11% | 0.13% | Q2 2021 | Q3 2023 | 10 |
TFC Financial Management, Inc. | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
HOLLENCREST CAPITAL MANAGEMENT | 10 | 10 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
GREAT LAKES ADVISORS, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
TRUIST FINANCIAL CORP | 10 | 10 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Tortoise Investment Management, LLC | 10 | 10 | 0.06% | 0.21% | 0.39% | Q2 2021 | Q3 2023 | 10 |
UMB Bank, n.a. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
GRANDFIELD & DODD, LLC | 10 | 10 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Raymond James Financial Services Advisors, Inc. | 10 | 10 | 0.10% | 0.10% | 0.11% | Q2 2021 | Q3 2023 | 10 |
RAYMOND JAMES TRUST N.A. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
3D/L Capital Management, LLC | 10 | 10 | 1.49% | 1.58% | 1.81% | Q2 2021 | Q3 2023 | 10 |
BROWN ADVISORY INC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
CWA Asset Management Group, LLC | 10 | 10 | 0.19% | 0.21% | 0.24% | Q2 2021 | Q3 2023 | 10 |
Versant Capital Management, Inc | 10 | 10 | 0.08% | 0.10% | 0.11% | Q3 2021 | Q4 2023 | 10 |
Annapolis Financial Services, LLC | 10 | 10 | 0.53% | 0.56% | 0.62% | Q2 2021 | Q3 2023 | 10 |
JNBA Financial Advisors | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
McLean Asset Management Corp | 7 | 3 | 11.37% | 13.86% | 17.11% | Q2 2021 | Q4 2023 | 10 |
Equitable Holdings, Inc. | 10 | 10 | 0.16% | 0.22% | 0.28% | Q2 2021 | Q3 2023 | 10 |
OneDigital Investment Advisors LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Fund Evaluation Group, LLC | 10 | 10 | 0.30% | 0.41% | 0.50% | Q2 2021 | Q3 2023 | 10 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 10 | 10 | 3.59% | 4.54% | 6.06% | Q2 2021 | Q3 2023 | 10 |
ProVise Management Group, LLC | 9 | 9 | 0.53% | 0.57% | 0.67% | Q3 2021 | Q3 2023 | 9 |
Alliance Wealth Management Group | 9 | 9 | 0.15% | 0.15% | 0.16% | Q2 2021 | Q2 2023 | 9 |
AdvisorNet Financial, Inc | 9 | 9 | 0.23% | 0.69% | 2.56% | Q3 2021 | Q3 2023 | 9 |
TIAA, FSB | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 9 |
TIEDEMANN ADVISORS, LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q2 2023 | 9 |
Global Retirement Partners, LLC | 7 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 9 |
LPL Financial LLC | 6 | 3 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2023 | 9 |
Eagle Bay Advisors LLC | 9 | 9 | 0.15% | 0.21% | 0.30% | Q3 2021 | Q3 2023 | 9 |
Oakworth Capital, Inc. | 6 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Syverson Strege & Co | 6 | 3 | 0.76% | 1.32% | 2.20% | Q2 2021 | Q3 2023 | 9 |
Verus Financial Partners, Inc. | 6 | 3 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 9 |
Verdence Capital Advisors LLC | 9 | 9 | 0.15% | 0.17% | 0.20% | Q3 2021 | Q3 2023 | 9 |
Dynamic Advisor Solutions LLC | 6 | 3 | 0.33% | 0.44% | 0.80% | Q2 2021 | Q3 2023 | 9 |
BANK OF AMERICA CORP /DE/ | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Sigma Planning Corp | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 9 |
AE Wealth Management LLC | 6 | 3 | 0.01% | 0.13% | 0.24% | Q2 2021 | Q3 2023 | 9 |
WELLS FARGO & COMPANY/MN | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Avantax Planning Partners, Inc. | 6 | 3 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 9 |
CVA Family Office, LLC | 8 | 1 | 0.48% | 0.64% | 0.90% | Q2 2021 | Q3 2023 | 9 |
Evercore Wealth Management, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Acorn Wealth Advisors, LLC | 6 | 3 | 0.19% | 0.54% | 0.93% | Q2 2021 | Q3 2023 | 9 |
Veritable, L.P. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 9 |
Truepoint, Inc. | 9 | 9 | 0.04% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Integrated Wealth Concepts LLC | 6 | 3 | 0.04% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 9 |
PBMares Wealth Management LLC | 6 | 3 | 3.88% | 4.32% | 5.03% | Q2 2021 | Q3 2023 | 9 |
IAG Wealth Partners, LLC | 6 | 3 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 9 |
Bromfield Sneider Wealth Advisors | 9 | 9 | 0.18% | 0.22% | 0.28% | Q4 2021 | Q4 2023 | 9 |
Cresset Asset Management, LLC | 9 | 9 | 0.01% | 0.07% | 0.15% | Q3 2021 | Q3 2023 | 9 |
Relaxing Retirement Coach | 9 | 9 | 10.19% | 17.75% | 20.65% | Q2 2021 | Q2 2023 | 9 |
LOWE BROCKENBROUGH & CO INC | 9 | 9 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
HERON FINANCIAL GROUP, LLC | 9 | 9 | 0.22% | 0.24% | 0.28% | Q2 2021 | Q2 2023 | 9 |
Safeguard Investment Advisory Group, LLC | 6 | 3 | 0.37% | 1.30% | 1.82% | Q2 2021 | Q3 2023 | 9 |
Five Oceans Advisors | 9 | 9 | 0.88% | 1.17% | 1.38% | Q3 2021 | Q3 2023 | 9 |
Miracle Mile Advisors, LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
EXENCIAL WEALTH ADVISORS, LLC | 8 | 1 | 0.07% | 0.08% | 0.09% | Q2 2021 | Q3 2023 | 9 |
CERTUITY, LLC | 9 | 9 | 0.05% | 0.09% | 0.14% | Q3 2021 | Q3 2023 | 9 |
CRA Financial Services, LLC | 6 | 3 | 0.20% | 0.23% | 0.27% | Q2 2021 | Q3 2023 | 9 |
Financial Council Asset Management Inc | 9 | 9 | 1.47% | 2.62% | 3.76% | Q3 2021 | Q3 2023 | 9 |
Intelligence Driven Advisers, LLC | 6 | 3 | 0.70% | 2.14% | 2.92% | Q2 2021 | Q3 2023 | 9 |
Bard Financial Services, Inc. | 9 | 9 | 0.09% | 0.09% | 0.10% | Q2 2021 | Q2 2023 | 9 |
SAX WEALTH ADVISORS, LLC | 9 | 9 | 5.17% | 5.82% | 6.57% | Q3 2021 | Q3 2023 | 9 |
SITTNER & NELSON, LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Glassman Wealth Services | 6 | 3 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 9 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 9 | 9 | 0.09% | 0.17% | 0.33% | Q3 2021 | Q3 2023 | 9 |
Independent Wealth Network Inc. | 9 | 9 | 0.93% | 1.09% | 1.22% | Q3 2021 | Q3 2023 | 9 |
Main Street Financial Solutions, LLC | 6 | 3 | 0.10% | 0.20% | 0.27% | Q2 2021 | Q3 2023 | 9 |
IFG Advisory, LLC | 6 | 3 | 0.07% | 0.19% | 0.31% | Q2 2021 | Q3 2023 | 9 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Ironwood Financial, llc | 6 | 3 | 0.13% | 0.13% | 0.15% | Q2 2021 | Q3 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.05% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Advisory Services & Investments, LLC | 9 | 9 | 0.77% | 1.16% | 1.43% | Q3 2021 | Q3 2023 | 9 |
FINANCIAL COUNSELORS INC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Apella Capital, LLC | 3 | 3 | 1.62% | 2.25% | 3.39% | Q2 2021 | Q4 2023 | 9 |
WealthOne, LLC | 6 | 3 | 0.92% | 0.97% | 1.04% | Q2 2021 | Q3 2023 | 9 |
Sowell Financial Services LLC | 5 | 4 | 0.38% | 0.55% | 0.85% | Q2 2021 | Q3 2023 | 9 |
Sandy Spring Bank | 6 | 3 | 0.07% | 0.08% | 0.09% | Q2 2021 | Q3 2023 | 9 |
WestHill Financial Advisors, Inc. | 9 | 9 | 0.20% | 0.21% | 0.22% | Q3 2021 | Q3 2023 | 9 |
GLENMEDE TRUST CO NA | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 9 |
IHT Wealth Management, LLC | 6 | 3 | 0.04% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 9 |
Measured Wealth Private Client Group, LLC | 6 | 3 | 0.28% | 0.33% | 0.35% | Q2 2021 | Q3 2023 | 9 |
Aprio Wealth Management, LLC | 6 | 3 | 0.39% | 0.56% | 0.84% | Q2 2021 | Q3 2023 | 9 |
NTV ASSET MANAGEMENT LLC | 5 | 4 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2023 | 9 |
HARBOUR INVESTMENTS, INC. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Brookstone Capital Management | 6 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 9 |
AWM CAPITAL, LLC | 9 | 9 | 2.02% | 6.78% | 15.75% | Q3 2021 | Q3 2023 | 9 |
Summit Asset Management, LLC | 9 | 9 | 0.16% | 0.18% | 0.19% | Q3 2021 | Q3 2023 | 9 |
Cross Staff Investments Inc | 8 | 8 | 0.42% | 0.43% | 0.44% | Q4 2021 | Q3 2023 | 8 |
Index Fund Advisors, Inc. | 8 | 8 | 17.56% | 19.08% | 22.66% | Q4 2021 | Q3 2023 | 8 |
Kovitz Investment Group Partners, LLC | 7 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
MARYLAND CAPITAL ADVISORS INC. | 8 | 8 | 1.34% | 1.52% | 1.62% | Q4 2021 | Q3 2023 | 8 |
CAPITAL PERFORMANCE ADVISORS LLP | 8 | 8 | 3.43% | 3.74% | 4.25% | Q4 2021 | Q3 2023 | 8 |
JACKSON THORNTON ASSET MANAGEMENT, LLC | 8 | 8 | 3.23% | 3.90% | 5.40% | Q4 2021 | Q3 2023 | 8 |
Wealthstream Advisors, Inc. | 8 | 8 | 16.15% | 23.84% | 31.46% | Q4 2021 | Q3 2023 | 8 |
ML & R WEALTH MANAGEMENT LLC | 8 | 8 | 24.64% | 31.56% | 40.94% | Q4 2021 | Q3 2023 | 8 |
Treynor Bancshares, Inc. | 8 | 8 | 4.89% | 5.36% | 6.04% | Q4 2021 | Q3 2023 | 8 |
Financial Connections Group, Inc. | 8 | 8 | 0.09% | 0.12% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Sequoia Financial Advisors, LLC | 8 | 8 | 1.34% | 1.81% | 2.42% | Q4 2021 | Q3 2023 | 8 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 8 | 8 | 0.96% | 1.35% | 2.19% | Q4 2021 | Q3 2023 | 8 |
G2 CAPITAL MANAGEMENT, LLC / OH | 8 | 8 | 21.85% | 29.99% | 34.43% | Q4 2021 | Q3 2023 | 8 |
Security Financial Services, INC. | 8 | 8 | 2.40% | 2.87% | 4.05% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.45% | 0.74% | 1.19% | Q4 2021 | Q3 2023 | 8 |
RS CRUM INC. | 8 | 8 | 5.12% | 6.12% | 7.12% | Q4 2021 | Q3 2023 | 8 |
Ellevest, Inc. | 8 | 8 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q2 2023 | 8 |
GPWM LLC | 8 | 8 | 0.07% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
BAYSHORE ASSET MANAGEMENT, LLC | 8 | 8 | 3.06% | 3.57% | 4.47% | Q4 2021 | Q3 2023 | 8 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8 | 8 | 0.05% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
TRIAD FINANCIAL ADVISORS, INC. | 8 | 8 | 0.85% | 2.34% | 4.05% | Q4 2021 | Q3 2023 | 8 |
Cladis Investment Advisory, LLC | 8 | 8 | 0.41% | 0.45% | 0.49% | Q4 2021 | Q3 2023 | 8 |
KRAFT ASSET MANAGEMENT, LLC | 8 | 8 | 3.97% | 4.51% | 5.69% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Intelligent Financial Strategies | 8 | 8 | 0.44% | 0.53% | 0.65% | Q4 2021 | Q3 2023 | 8 |
Cassady Schiller Wealth Management, LLC | 8 | 8 | 0.89% | 1.06% | 1.37% | Q4 2021 | Q3 2023 | 8 |
SC&H Financial Advisors, Inc. | 8 | 8 | 0.44% | 2.55% | 3.48% | Q4 2021 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 1.41% | 1.82% | 1.98% | Q4 2021 | Q3 2023 | 8 |
Investmark Advisory Group LLC | 8 | 8 | 5.88% | 6.71% | 7.50% | Q4 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 1.46% | 2.37% | 3.66% | Q4 2021 | Q3 2023 | 8 |
Westwood Wealth Management | 8 | 8 | 0.14% | 0.26% | 0.37% | Q4 2021 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.01% | 0.06% | 0.10% | Q4 2021 | Q3 2023 | 8 |
DIXON FNANCIAL SERVICES, INC. | 8 | 8 | 14.60% | 15.97% | 18.96% | Q4 2021 | Q3 2023 | 8 |
CLARIS ADVISORS, LLC / MO / | 8 | 8 | 6.72% | 9.21% | 11.87% | Q4 2021 | Q3 2023 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.21% | 0.36% | 0.94% | Q4 2021 | Q3 2023 | 8 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 8 | 8 | 0.00% | 0.04% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Retirement Planning Group, LLC | 8 | 8 | 0.20% | 0.22% | 0.25% | Q4 2021 | Q3 2023 | 8 |
Silver Oak Advisory Group, Inc. | 8 | 8 | 0.81% | 0.87% | 1.00% | Q4 2021 | Q3 2023 | 8 |
Heritage Investment Group, Inc. | 8 | 8 | 6.55% | 11.55% | 21.53% | Q4 2021 | Q3 2023 | 8 |
Lauterbach Financial Advisors, LLC | 8 | 8 | 1.74% | 1.91% | 2.25% | Q4 2021 | Q3 2023 | 8 |
ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 8 | 8 | 1.97% | 2.66% | 3.41% | Q4 2021 | Q3 2023 | 8 |
Rockwood Wealth Management, LLC | 8 | 8 | 0.06% | 0.20% | 0.39% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.06% | 0.10% | 0.23% | Q4 2021 | Q3 2023 | 8 |
DOPKINS WEALTH MANAGEMENT, LLC | 8 | 8 | 3.29% | 4.02% | 4.76% | Q4 2021 | Q3 2023 | 8 |
Hemington Wealth Management | 7 | 1 | 2.60% | 3.34% | 3.91% | Q3 2021 | Q3 2023 | 8 |
KEB ASSET MANAGEMENT, LLC | 8 | 8 | 4.91% | 6.39% | 8.71% | Q4 2021 | Q3 2023 | 8 |
Disciplined Equity Management, Inc. | 8 | 8 | 16.02% | 17.81% | 20.26% | Q4 2021 | Q3 2023 | 8 |
Red Tortoise LLC | 4 | 4 | 0.70% | 0.81% | 0.96% | Q3 2021 | Q3 2023 | 8 |
RESOURCE CONSULTING GROUP INC | 8 | 8 | 0.26% | 0.38% | 0.54% | Q4 2021 | Q3 2023 | 8 |
Investment Advisory Group, LLC | 8 | 8 | 0.83% | 0.90% | 0.98% | Q4 2021 | Q3 2023 | 8 |
Austin Asset Management Co Inc | 8 | 8 | 10.33% | 11.87% | 14.44% | Q4 2021 | Q3 2023 | 8 |
WorthPointe, LLC | 8 | 8 | 0.34% | 0.47% | 0.58% | Q4 2021 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 6.63% | 7.73% | 9.31% | Q4 2021 | Q3 2023 | 8 |
Nicholas Hoffman & Company, LLC. | 8 | 8 | 0.04% | 0.07% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Shearwater Capital LLC | 8 | 8 | 1.19% | 1.24% | 1.30% | Q4 2021 | Q3 2023 | 8 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 4 | 4 | 0.05% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 8 |
Western Wealth Management, LLC | 6 | 1 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q3 2023 | 8 |
Helen Stephens Group, LLC | 8 | 8 | 0.43% | 0.98% | 1.46% | Q4 2021 | Q3 2023 | 8 |
WEATHERLY ASSET MANAGEMENT L. P. | 4 | 3 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 7 |
TRUSTCORE FINANCIAL SERVICES, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 7 |
Cadence Bank | 5 | 2 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 7 |
Applied Capital LLC | 7 | 7 | 0.73% | 1.13% | 1.88% | Q1 2022 | Q3 2023 | 7 |
BKA Wealth Consulting, Inc. | 7 | 7 | 0.54% | 0.60% | 0.68% | Q1 2022 | Q3 2023 | 7 |
Mason & Associates Inc | 4 | 3 | 0.06% | 0.90% | 5.84% | Q4 2021 | Q3 2023 | 7 |
RFG Advisory, LLC | 7 | 7 | 0.05% | 0.24% | 0.57% | Q1 2022 | Q3 2023 | 7 |
Madrona Financial Services, LLC | 6 | 1 | 0.23% | 0.38% | 0.41% | Q4 2021 | Q3 2023 | 7 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 7 | 7 | 0.06% | 0.07% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Personal Capital Advisors Corp | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 7 |
One Capital Management, LLC | 4 | 3 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 7 |
Financial Engines Advisors L.L.C. | 6 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 7 |
SNS Financial Group, LLC | 7 | 7 | 0.09% | 0.61% | 0.81% | Q1 2022 | Q3 2023 | 7 |
Geneos Wealth Management Inc. | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Zhang Financial LLC | 5 | 2 | 0.05% | 2.30% | 5.40% | Q2 2021 | Q3 2023 | 7 |
OLIO Financial Planning | 7 | 7 | 0.98% | 2.43% | 3.69% | Q1 2022 | Q3 2023 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.08% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Cerity Partners LLC | 7 | 7 | 0.01% | 0.62% | 4.16% | Q1 2022 | Q3 2023 | 7 |
First Western Trust Bank | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Warwick Investment Management, Inc. | 6 | 1 | 5.42% | 7.03% | 9.16% | Q4 2021 | Q3 2023 | 7 |
FRG Family Wealth Advisors LLC | 4 | 3 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q3 2023 | 7 |
Hurlow Wealth Management Group, Inc. | 6 | 1 | 8.22% | 8.94% | 9.68% | Q3 2021 | Q3 2023 | 7 |
M Holdings Securities, Inc. | 6 | 1 | 0.14% | 0.20% | 0.40% | Q2 2021 | Q2 2023 | 7 |
Private Advisory Group LLC | 4 | 3 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.23% | 0.29% | 0.41% | Q4 2021 | Q3 2023 | 7 |
PCG Wealth Advisors, LLC | 6 | 1 | 0.23% | 0.30% | 0.45% | Q4 2021 | Q3 2023 | 7 |
EP Wealth Advisors, LLC | 7 | 7 | 0.01% | 0.13% | 0.78% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Geometric Wealth Advisors | 6 | 1 | 0.14% | 0.18% | 0.24% | Q4 2021 | Q3 2023 | 7 |
Laurel Wealth Advisors, Inc. | 7 | 7 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q4 2022 | 7 |
Forum Private Client Group LLC | 6 | 6 | 0.38% | 0.50% | 0.56% | Q1 2022 | Q2 2023 | 6 |
LEO BROKERAGE, LLC | 2 | 2 | 0.08% | 0.12% | 0.16% | Q2 2021 | Q2 2023 | 6 |
American Portfolios Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
CPWM, LLC | 6 | 6 | 0.65% | 1.30% | 1.63% | Q2 2021 | Q3 2022 | 6 |
Portfolio Solutions, LLC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q3 2022 | 6 |
Allworth Financial LP | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
DOWLING & YAHNKE LLC | 6 | 6 | 2.25% | 2.62% | 3.10% | Q2 2021 | Q3 2022 | 6 |
JANE STREET GROUP, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Kohmann Bosshard Financial Services, LLC | 6 | 6 | 0.07% | 0.07% | 0.08% | Q2 2022 | Q3 2023 | 6 |
EVERGREEN CAPITAL MANAGEMENT LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Meridian Wealth Partners, LLC | 4 | 2 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q3 2023 | 6 |
Waypoint Capital Advisors, LLC | 6 | 6 | 0.52% | 0.65% | 0.78% | Q2 2022 | Q3 2023 | 6 |
MUFG Americas Holdings Corp | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2022 | 6 |
Beacon Financial Advisory LLC | 6 | 6 | 0.20% | 0.55% | 0.76% | Q2 2022 | Q3 2023 | 6 |
CGN Advisors LLC | 6 | 6 | 0.07% | 0.22% | 0.31% | Q2 2021 | Q3 2022 | 6 |
ADVISORS MANAGEMENT GROUP INC /ADV | 4 | 2 | 0.06% | 0.07% | 0.07% | Q2 2021 | Q3 2023 | 6 |
Spire Wealth Management | 6 | 6 | 0.42% | 0.45% | 0.48% | Q2 2022 | Q3 2023 | 6 |
AMARILLO NATIONAL BANK | 6 | 6 | 0.30% | 0.32% | 0.33% | Q2 2022 | Q3 2023 | 6 |
KING LUTHER CAPITAL MANAGEMENT CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 6 | 6 | 0.50% | 0.56% | 0.71% | Q2 2022 | Q3 2023 | 6 |
JT Stratford LLC | 6 | 6 | 0.12% | 0.14% | 0.16% | Q2 2022 | Q3 2023 | 6 |
AlphaCore Capital LLC | 6 | 6 | 0.01% | 0.03% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Manchester Capital Management LLC | 6 | 6 | 0.02% | 0.11% | 0.15% | Q2 2021 | Q3 2022 | 6 |
DRIVE WEALTH MANAGEMENT, LLC | 6 | 6 | 0.78% | 1.29% | 1.80% | Q2 2022 | Q3 2023 | 6 |
55I, LLC | 6 | 6 | 0.12% | 0.16% | 0.18% | Q2 2021 | Q3 2022 | 6 |
Schubert & Co | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 6 |
Tower Research Capital LLC (TRC) | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 6 |
MATHER GROUP, LLC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
FIRST MANHATTAN CO. LLC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
Quantitative Advantage, LLC | 6 | 6 | 0.13% | 0.16% | 0.18% | Q4 2021 | Q1 2023 | 6 |
Global Trust Asset Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
NorthCrest Asset Manangement, LLC | 3 | 1 | 0.06% | 0.07% | 0.10% | Q4 2021 | Q3 2023 | 6 |
DBK Financial Counsel, LLC | 6 | 6 | 0.52% | 1.42% | 2.06% | Q2 2022 | Q3 2023 | 6 |
Quantum Financial Advisors, LLC | 6 | 6 | 1.50% | 1.73% | 2.05% | Q2 2022 | Q3 2023 | 6 |
Rockefeller Capital Management L.P. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
LVZ, Inc. | 6 | 6 | 0.29% | 0.41% | 0.53% | Q2 2022 | Q3 2023 | 6 |
Seaside Wealth Management, Inc. | 6 | 6 | 0.27% | 0.32% | 0.39% | Q2 2022 | Q3 2023 | 6 |
Marcum Wealth, LLC | 6 | 6 | 0.14% | 0.14% | 0.15% | Q2 2022 | Q3 2023 | 6 |
Moisand Fitzgerald Tamayo, LLC | 6 | 6 | 0.30% | 0.49% | 0.59% | Q2 2022 | Q3 2023 | 6 |
Brightworth | 5 | 5 | 0.07% | 0.07% | 0.08% | Q3 2021 | Q3 2022 | 5 |
Hemenway Trust Co LLC | 5 | 5 | 0.02% | 0.05% | 0.09% | Q2 2021 | Q2 2022 | 5 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
CFS Investment Advisory Services, LLC | 5 | 5 | 0.00% | 0.41% | 0.80% | Q3 2022 | Q3 2023 | 5 |
Rain Capital Management, LLC | 5 | 5 | 1.96% | 2.26% | 2.93% | Q3 2022 | Q3 2023 | 5 |
IFP Advisors, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Caerus Investment Advisors, LLC | 4 | 1 | 2.35% | 2.50% | 2.81% | Q4 2021 | Q1 2023 | 5 |
SBK Financial, Inc. | 5 | 5 | 0.46% | 0.60% | 0.73% | Q4 2021 | Q4 2022 | 5 |
COMMERCE BANK | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Sloy Dahl & Holst, LLC | 5 | 5 | 0.17% | 0.20% | 0.22% | Q3 2021 | Q3 2022 | 5 |
Waverly Advisors, LLC | 5 | 5 | 0.02% | 0.06% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Brooklyn FI, LLC | 5 | 5 | 0.17% | 0.23% | 0.30% | Q1 2022 | Q1 2023 | 5 |
Concord Wealth Partners | 4 | 1 | 0.01% | 0.03% | 0.07% | Q2 2022 | Q3 2023 | 5 |
Occidental Asset Management, LLC | 5 | 5 | 0.06% | 0.07% | 0.07% | Q2 2022 | Q2 2023 | 5 |
Equius Partners, Inc. | 5 | 5 | 13.82% | 18.09% | 23.82% | Q4 2021 | Q4 2022 | 5 |
Silicon Hills Wealth Management, LLC | 5 | 5 | 1.23% | 1.64% | 3.05% | Q2 2022 | Q2 2023 | 5 |
Gradient Capital Advisors, LLC | 5 | 5 | 0.15% | 0.19% | 0.22% | Q3 2022 | Q3 2023 | 5 |
SP Asset Management | 5 | 5 | 0.07% | 0.08% | 0.08% | Q3 2021 | Q3 2022 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Herold Advisors, Inc. | 4 | 1 | 0.09% | 0.11% | 0.13% | Q4 2021 | Q3 2023 | 5 |
Arete Wealth Advisors, LLC | 5 | 5 | 0.08% | 0.10% | 0.15% | Q2 2021 | Q2 2022 | 5 |
Brinker Capital Investments, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
PARK AVENUE SECURITIES LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Apollon Wealth Management, LLC | 4 | 4 | 0.08% | 0.12% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Summit Wealth Group, LLC | 3 | 1 | 0.07% | 0.25% | 0.34% | Q2 2021 | Q1 2023 | 4 |
Focused Wealth Management, Inc | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
BT Wealth Management LLC | 3 | 1 | 0.12% | 0.14% | 0.15% | Q2 2021 | Q2 2022 | 4 |
SP Asset Management LLC | 4 | 4 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.18% | 0.21% | 0.26% | Q4 2022 | Q3 2023 | 4 |
City State Bank | 4 | 4 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Visionary Wealth Advisors | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Tillman Hartley LLC | 4 | 4 | 3.20% | 3.36% | 3.47% | Q4 2022 | Q3 2023 | 4 |
TUCKER ASSET MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
RESOLUTE FINANCIAL, LLC | 3 | 1 | 0.20% | 0.21% | 0.22% | Q4 2021 | Q4 2022 | 4 |
Consolidated Planning Corp | 4 | 4 | 1.62% | 1.75% | 1.92% | Q4 2022 | Q3 2023 | 4 |
Allegiance Financial Group Advisory Services LLC | 4 | 4 | 0.70% | 0.85% | 1.06% | Q4 2022 | Q3 2023 | 4 |
Strategic Investment Solutions, Inc. /IL | 4 | 4 | 0.30% | 1.65% | 3.50% | Q4 2022 | Q3 2023 | 4 |
ASSET MANAGEMENT CORP /IL/ /ADV | 4 | 4 | 0.21% | 0.27% | 0.31% | Q2 2022 | Q1 2023 | 4 |
BESSEMER GROUP INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
BROGAN FINANCIAL, INC. | 4 | 4 | 0.35% | 0.37% | 0.38% | Q4 2022 | Q3 2023 | 4 |
Avestar Capital, LLC | 4 | 4 | 0.13% | 1.24% | 2.78% | Q4 2022 | Q3 2023 | 4 |
Great Waters Wealth Management | 4 | 4 | 9.24% | 11.46% | 13.61% | Q4 2022 | Q3 2023 | 4 |
MOTCO | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
LEGACY FINANCIAL GROUP, INC. | 4 | 4 | 2.52% | 2.57% | 2.62% | Q4 2022 | Q3 2023 | 4 |
Austin Private Wealth, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q1 2022 | 4 |
Altiora Financial Group, LLC | 4 | 4 | 0.24% | 0.24% | 0.25% | Q4 2022 | Q3 2023 | 4 |
CADENCE BANK NA | 3 | 1 | 0.15% | 0.16% | 0.16% | Q2 2021 | Q2 2022 | 4 |
Werba Rubin Papier Wealth Management | 4 | 4 | 0.20% | 0.45% | 0.66% | Q4 2022 | Q3 2023 | 4 |
Cetera Advisors LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 4 |
Arista Wealth Management, LLC | 4 | 4 | 0.45% | 0.53% | 0.63% | Q4 2022 | Q3 2023 | 4 |
VISTA CAPITAL PARTNERS, INC. | 4 | 4 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q1 2022 | 4 |
Physician Wealth Advisors, Inc. | 4 | 4 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Surevest, LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q3 2021 | Q3 2022 | 4 |
Independent Advisor Alliance | 4 | 4 | 0.03% | 0.11% | 0.17% | Q4 2022 | Q3 2023 | 4 |
PRIVATE TRUST CO NA | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
RF&L WEALTH MANAGEMENT, LLC | 4 | 4 | 6.54% | 6.55% | 6.58% | Q4 2022 | Q3 2023 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Parcion Private Wealth LLC | 4 | 4 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q2 2022 | 4 |
BRIGHTON JONES LLC | 4 | 4 | 0.02% | 0.03% | 0.05% | Q3 2022 | Q2 2023 | 4 |
Shira Ridge Wealth Management | 4 | 4 | 0.40% | 0.43% | 0.51% | Q4 2022 | Q3 2023 | 4 |
REBALANCE, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Family Investment Center, Inc. | 4 | 4 | 0.52% | 0.54% | 0.57% | Q4 2022 | Q3 2023 | 4 |
KM Capital Management Ltd. | 4 | 4 | 15.36% | 16.18% | 17.09% | Q4 2022 | Q3 2023 | 4 |
PNC FINANCIAL SERVICES GROUP, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Northern Financial Advisors Inc | 4 | 4 | 0.24% | 0.25% | 0.27% | Q4 2022 | Q3 2023 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
LAM GROUP, INC. | 4 | 4 | 1.80% | 1.88% | 1.96% | Q4 2022 | Q3 2023 | 4 |
Meritas Wealth Management, LLC | 4 | 4 | 7.44% | 7.88% | 8.10% | Q4 2022 | Q3 2023 | 4 |
Flagstone Financial Management | 4 | 4 | 22.32% | 24.61% | 26.01% | Q4 2022 | Q3 2023 | 4 |
Life Planning Partners, Inc | 4 | 4 | 0.83% | 0.90% | 0.97% | Q4 2021 | Q3 2022 | 4 |
Main Street Research LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q1 2022 | 4 |
TFB Advisors LLC | 4 | 4 | 0.28% | 0.52% | 0.79% | Q4 2022 | Q3 2023 | 4 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.09% | 0.09% | 0.09% | Q1 2010 | Q3 2023 | 4 |
GEM Asset Management, LLC | 4 | 4 | 5.98% | 6.43% | 7.10% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
QUARRY HILL ADVISORS, LLC | 4 | 4 | 0.40% | 0.53% | 0.66% | Q4 2022 | Q3 2023 | 4 |
Financial Insights, Inc. | 2 | 1 | 0.07% | 0.14% | 0.20% | Q4 2021 | Q3 2023 | 4 |
Ruedi Wealth Management, Inc. | 4 | 4 | 6.99% | 7.51% | 7.86% | Q4 2022 | Q3 2023 | 4 |
COMERICA SECURITIES,INC. | 4 | 4 | 0.04% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
WEALTHSPAN PARTNERS, LLC | 4 | 4 | 0.44% | 0.45% | 0.46% | Q4 2022 | Q3 2023 | 4 |
Apriem Advisors | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
BANK OF MONTREAL /CAN/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Alpha Financial Advisors, LLC | 4 | 4 | 5.56% | 6.02% | 6.92% | Q4 2022 | Q3 2023 | 4 |
COLUMBIA ADVISORY PARTNERS LLC | 4 | 4 | 0.46% | 0.53% | 0.62% | Q4 2022 | Q3 2023 | 4 |
SYM FINANCIAL Corp | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Onyx Financial Advisors, LLC | 4 | 4 | 1.01% | 1.07% | 1.10% | Q4 2022 | Q3 2023 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
HTG Investment Advisors, Inc. | 4 | 4 | 2.25% | 2.42% | 2.58% | Q4 2022 | Q3 2023 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 4.08% | 4.46% | 4.79% | Q4 2022 | Q3 2023 | 4 |
Heritage Wealth Management, Inc./Texas | 4 | 4 | 33.64% | 34.53% | 35.32% | Q4 2022 | Q3 2023 | 4 |
PERRITT CAPITAL MANAGEMENT INC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
HWG Holdings LP | 3 | 3 | 0.08% | 0.09% | 0.10% | Q2 2023 | Q4 2023 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.48% | 0.49% | 0.50% | Q1 2023 | Q3 2023 | 3 |
Strategic Wealth Partners, Ltd. | 3 | 3 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q1 2023 | 3 |
Icon Wealth Partners, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Team Hewins, LLC | 3 | 3 | 0.29% | 0.30% | 0.30% | Q4 2022 | Q2 2023 | 3 |
BECKER CAPITAL MANAGEMENT INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Aptus Capital Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
ASPIRIANT, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Lodestone Wealth Management LLC | 2 | 1 | 0.19% | 0.47% | 0.99% | Q4 2022 | Q3 2023 | 3 |
InterOcean Capital Group, LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q2 2022 | Q4 2022 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.52% | 0.57% | 0.60% | Q1 2023 | Q3 2023 | 3 |
First Command Bank | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
NEXT Financial Group, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Yoder Wealth Management, Inc. | 3 | 3 | 1.31% | 1.54% | 1.78% | Q1 2023 | Q3 2023 | 3 |
True Wealth Design, LLC | 3 | 3 | 0.90% | 1.09% | 1.22% | Q1 2023 | Q3 2023 | 3 |
DFPG INVESTMENTS, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Financial Advocates Investment Management | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q2 2022 | 3 |
Bull Oak Capital, LLC | 3 | 3 | 0.19% | 0.21% | 0.26% | Q1 2023 | Q3 2023 | 3 |
Delap Wealth Advisory, LLC | 3 | 3 | 0.21% | 0.21% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Plante Moran Financial Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q3 2022 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.11% | 0.12% | 0.14% | Q1 2023 | Q3 2023 | 3 |
25 LLC | 3 | 3 | 0.43% | 0.44% | 0.46% | Q1 2023 | Q3 2023 | 3 |
Sound View Wealth Advisors Group, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Beta Wealth Group, Inc. | 3 | 3 | 0.15% | 0.16% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
BARNES PETTEY FINANCIAL ADVISORS, LLC | 2 | 1 | 0.18% | 0.23% | 0.26% | Q4 2021 | Q2 2023 | 3 |
Clark Capital Management Group, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Front Street Capital Management, Inc. | 2 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 3 |
TCP Asset Management, LLC | 3 | 3 | 6.12% | 6.28% | 6.50% | Q1 2023 | Q3 2023 | 3 |
CONDOR CAPITAL MANAGEMENT | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Simplicity Solutions, LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q1 2023 | 3 |
First Command Financial Services, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 3 |
PFG Advisors | 3 | 3 | 0.30% | 0.39% | 0.48% | Q1 2023 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
North Ridge Wealth Advisors, Inc. | 3 | 3 | 0.66% | 0.67% | 0.68% | Q1 2023 | Q3 2023 | 3 |
Revisor Wealth Management LLC | 3 | 3 | 0.32% | 0.33% | 0.35% | Q1 2023 | Q3 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.54% | 0.58% | 0.61% | Q4 2022 | Q3 2023 | 3 |
Compton Wealth Advisory Group, LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 3 |
Pacifica Partners Inc. | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q2 2022 | 3 |
MASSMUTUAL TRUST CO FSB/ADV | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Root Financial Partners, LLC | 3 | 3 | 13.54% | 15.03% | 16.29% | Q1 2023 | Q3 2023 | 3 |
Caprock Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
WASHINGTON TRUST Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
PDS Planning, Inc | 1 | 1 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q2 2023 | 2 |
Homrich & Berg | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
FORVIS Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Blue Trust, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Simplicity Wealth,LLC | 1 | 1 | 0.14% | 0.16% | 0.19% | Q4 2022 | Q3 2023 | 2 |
Well Done, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q1 2022 | 2 |
Jacobi Capital Management LLC | 2 | 2 | 0.02% | 0.08% | 0.14% | Q2 2021 | Q3 2021 | 2 |
Financial Gravity Asset Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BUILDER INVESTMENT GROUP INC /ADV | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Russell Investments Group, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BlackDiamond Wealth Management, LLC | 1 | 1 | 0.18% | 0.20% | 0.23% | Q4 2022 | Q2 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q1 2022 | 2 |
Level Financial Advisors | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
McGlone Suttner Wealth Management, Inc. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q2 2023 | 2 |
Accel Wealth Management | 2 | 2 | 0.11% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Crown Wealth Group, LLC | 2 | 2 | 8.44% | 8.79% | 9.13% | Q2 2023 | Q3 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
Qube Research & Technologies Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 2 |
Allied Investment Advisors, LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Brainard Capital Management LLC | 2 | 2 | 2.19% | 2.20% | 2.21% | Q4 2022 | Q1 2023 | 2 |
Frontier Asset Management, LLC | 2 | 2 | 0.08% | 0.12% | 0.15% | Q4 2021 | Q1 2022 | 2 |
Disciplined Investments, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
PRUDENTIAL FINANCIAL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Carroll Financial Associates, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
MANAGED ACCOUNT SERVICES INC | 2 | 2 | 1.69% | 1.76% | 1.84% | Q2 2021 | Q3 2021 | 2 |
McIlrath & Eck, LLC | 2 | 2 | 0.03% | 0.08% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Red Door Wealth Management, LLC | 2 | 2 | 0.51% | 0.53% | 0.55% | Q2 2023 | Q3 2023 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
LYNCH & ASSOCIATES/IN | 2 | 2 | 0.06% | 0.07% | 0.07% | Q3 2023 | Q4 2023 | 2 |
Capital Square, LLC | 2 | 2 | 0.17% | 0.19% | 0.21% | Q2 2021 | Q3 2021 | 2 |
Shilanski & Associates, Inc. | 1 | 1 | 2.93% | 2.93% | 2.93% | Q3 2022 | Q3 2022 | 1 |
Arkadios Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Dorsey & Whitney Trust CO LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Quent Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CASTLE WEALTH MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Renaissance Technologies | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
tru Independence LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Landsberg, Bennett, & Dubbaneh LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
Krilogy Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
R. W. Roge & Company, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
OAKWOOD CAPITAL MANAGEMENT LLC/CA | 1 | 1 | 1.43% | 1.43% | 1.43% | Q2 2021 | Q2 2021 | 1 |
INTREPID CAPITAL MANAGEMENT INC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2023 | Q2 2023 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
DE BURLO GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SUTTON PLACE INVESTORS LLC | 1 | 1 | 6.25% | 6.25% | 6.25% | Q3 2023 | Q3 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BRIGGS ADVISORY GROUP, INC. | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2023 | Q3 2023 | 1 |
NWAM LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Icon Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Berman Capital Advisors, LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q3 2021 | Q3 2021 | 1 |
Moss Adams Wealth Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
MAI Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Kathleen S. Wright Associates Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
MJP ASSOCIATES INC /ADV | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Harfst & Associates, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2021 | Q2 2021 | 1 |
Lido Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Members Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Pure Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q4 2023 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
GUNN & Co INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.91% | 0.91% | 0.91% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2023 | Q4 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
LEVEL FOUR ADVISORY SERVICES, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q2 2021 | 1 |
Envision Financial Planning, LLC | 1 | 1 | 7.97% | 7.97% | 7.97% | Q3 2023 | Q3 2023 | 1 |
BEL AIR INVESTMENT ADVISORS LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
USCA RIA LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
Align Wealth Management, LLC | 1 | 1 | 2.39% | 2.39% | 2.39% | Q4 2022 | Q4 2022 | 1 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
MACRO Consulting Group | 1 | 1 | 0.85% | 0.85% | 0.85% | Q2 2021 | Q2 2021 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Planning Center, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
Advisors Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
KPP Advisory Services LLC | 1 | 1 | 1.94% | 1.94% | 1.94% | Q3 2023 | Q3 2023 | 1 |
Willis Johnson & Associates, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
CX Institutional | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
BlackRock Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
Lakeshore Financial Planning, Inc. | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2023 | Q3 2023 | 1 |
Kerntke Otto McGlone Wealth Management Group | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
Essex Financial Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | 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.