Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CWM, LLC | 10 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 17 |
Symmetry Partners, LLC | 11 | 11 | 0.14% | 0.15% | 0.17% | Q2 2021 | Q4 2023 | 11 |
Pure Financial Advisors, LLC | 11 | 11 | 0.59% | 1.13% | 2.11% | Q2 2021 | Q4 2023 | 11 |
CGN Advisors LLC | 11 | 11 | 0.09% | 1.27% | 2.00% | Q2 2021 | Q4 2023 | 11 |
Bank of New York Mellon Corp | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 10 | 10 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Rehmann Capital Advisory Group | 10 | 10 | 0.05% | 0.08% | 0.11% | Q2 2021 | Q3 2023 | 10 |
Bridgeworth, LLC | 10 | 10 | 0.04% | 0.08% | 0.12% | Q2 2021 | Q3 2023 | 10 |
Equitable Holdings, Inc. | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Acropolis Investment Management, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
SVB WEALTH LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Bridgewater Advisors Inc. | 10 | 10 | 0.23% | 0.67% | 1.24% | 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 |
ASPIRIANT, LLC | 10 | 10 | 0.27% | 0.34% | 0.40% | Q2 2021 | Q3 2023 | 10 |
SMITH CHAS P & ASSOCIATES PA CPAS | 10 | 10 | 0.04% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Center for Financial Planning, Inc. | 10 | 10 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Institute for Wealth Management, LLC. | 10 | 10 | 0.11% | 0.12% | 0.13% | Q2 2021 | Q3 2023 | 10 |
JFS WEALTH ADVISORS, LLC | 10 | 10 | 0.11% | 0.16% | 0.28% | Q2 2021 | Q3 2023 | 10 |
MML INVESTORS SERVICES, LLC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Kestra Advisory Services, LLC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Mutual Advisors, LLC | 10 | 10 | 0.04% | 0.06% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Carlson Capital Management | 10 | 10 | 0.73% | 1.67% | 4.10% | Q2 2021 | Q3 2023 | 10 |
FRANKLIN RESOURCES INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Plancorp, LLC | 10 | 10 | 4.23% | 5.27% | 7.28% | Q2 2021 | Q3 2023 | 10 |
CENTRAL TRUST Co | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Gleason Group, Inc. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
MERCER GLOBAL ADVISORS INC /ADV | 10 | 10 | 0.24% | 0.32% | 0.46% | Q2 2021 | Q3 2023 | 10 |
MONTAG A & ASSOCIATES INC | 10 | 10 | 0.06% | 0.09% | 0.10% | Q2 2021 | Q3 2023 | 10 |
JOHNSON INVESTMENT COUNSEL INC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
TRUIST FINANCIAL CORP | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Raymond James Financial Services Advisors, Inc. | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
BRIGHTON JONES LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Tortoise Investment Management, LLC | 10 | 10 | 0.04% | 0.10% | 0.14% | Q2 2021 | Q3 2023 | 10 |
MBM Wealth Consultants, LLC | 10 | 10 | 0.14% | 0.16% | 0.18% | Q2 2021 | Q3 2023 | 10 |
Steward Partners Investment Advisory, LLC | 10 | 10 | 0.00% | 0.01% | 0.06% | Q2 2021 | Q3 2023 | 10 |
TCI Wealth Advisors, Inc. | 10 | 10 | 12.81% | 14.13% | 16.25% | Q2 2021 | Q3 2023 | 10 |
CAPTRUST FINANCIAL ADVISORS | 10 | 10 | 0.02% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
TFO Wealth Partners, LLC | 10 | 10 | 0.00% | 1.39% | 1.59% | Q2 2021 | Q3 2023 | 10 |
Chicago Partners Investment Group LLC | 10 | 10 | 0.58% | 0.81% | 1.08% | Q2 2021 | Q3 2023 | 10 |
UBS Group AG | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Abacus Wealth Partners, LLC | 10 | 10 | 0.22% | 0.52% | 0.98% | Q2 2021 | Q3 2023 | 10 |
Moisand Fitzgerald Tamayo, LLC | 10 | 10 | 3.75% | 5.83% | 8.87% | Q2 2021 | Q3 2023 | 10 |
WELLS FARGO & COMPANY/MN | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Cambridge Investment Research Advisors, Inc. | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Efficient Advisors, LLC | 10 | 10 | 0.02% | 0.10% | 0.30% | Q2 2021 | Q3 2023 | 10 |
Prospera Financial Services Inc | 10 | 10 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q3 2023 | 10 |
D.A. DAVIDSON & CO. | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Modera Wealth Management, LLC | 10 | 10 | 0.37% | 1.03% | 1.49% | Q2 2021 | Q3 2023 | 10 |
Wescott Financial Advisory Group, LLC | 10 | 10 | 0.14% | 0.44% | 0.88% | Q2 2021 | Q3 2023 | 10 |
Asset Dedication, LLC | 10 | 10 | 0.08% | 0.10% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Creative Planning | 10 | 10 | 0.60% | 0.66% | 0.72% | Q2 2021 | Q3 2023 | 10 |
Beacon Pointe Advisors, LLC | 10 | 10 | 0.08% | 0.16% | 0.21% | Q2 2021 | Q3 2023 | 10 |
Stordahl Capital Management, Inc. | 10 | 10 | 1.67% | 7.03% | 10.06% | Q2 2021 | Q3 2023 | 10 |
Joel Isaacson & Co., LLC | 10 | 10 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Bartlett & Co. LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2023 | 10 |
Diversified Portfolios, Inc. | 10 | 10 | 0.06% | 0.09% | 0.15% | Q2 2021 | Q3 2023 | 10 |
McLean Asset Management Corp | 7 | 3 | 5.95% | 7.02% | 9.23% | Q2 2021 | Q4 2023 | 10 |
SIGNATUREFD, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Adero Partners, LLC | 10 | 10 | 3.07% | 3.69% | 5.50% | Q2 2021 | Q3 2023 | 10 |
Foster Group, Inc. | 10 | 10 | 1.70% | 2.52% | 4.24% | Q2 2021 | Q3 2023 | 10 |
Bordeaux Wealth Advisors LLC | 10 | 10 | 2.42% | 3.62% | 5.16% | Q2 2021 | Q3 2023 | 10 |
Essex Financial Services, Inc. | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Cordant, Inc. | 10 | 10 | 0.12% | 0.44% | 1.07% | Q2 2021 | Q3 2023 | 10 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10 | 10 | 0.62% | 0.74% | 0.93% | Q2 2021 | Q3 2023 | 10 |
Willow Creek Wealth Management Inc. | 10 | 10 | 0.29% | 0.38% | 0.53% | Q2 2021 | Q3 2023 | 10 |
SAGE RHINO CAPITAL LLC | 10 | 10 | 0.09% | 0.10% | 0.11% | Q2 2021 | Q3 2023 | 10 |
ATLAS CAPITAL ADVISORS LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Schoolcraft Capital LLC | 10 | 10 | 0.34% | 0.44% | 0.57% | Q2 2021 | Q3 2023 | 10 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 10 | 10 | 0.10% | 0.11% | 0.12% | Q2 2021 | Q3 2023 | 10 |
STIFEL FINANCIAL CORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
PrairieView Partners, LLC | 10 | 10 | 0.07% | 0.08% | 0.09% | Q2 2021 | Q3 2023 | 10 |
US BANCORP \DE\ | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Allworth Financial LP | 10 | 10 | 0.05% | 0.08% | 0.12% | Q2 2021 | Q3 2023 | 10 |
Moors & Cabot, Inc. | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
USAdvisors Wealth Management, LLC | 10 | 10 | 0.34% | 0.38% | 0.49% | Q2 2021 | Q3 2023 | 10 |
American Investment Services, Inc. | 10 | 10 | 1.72% | 1.82% | 1.94% | Q2 2021 | Q3 2023 | 10 |
ENVESTNET ASSET MANAGEMENT INC | 10 | 10 | 0.05% | 0.06% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Baird Financial Group, Inc. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
NORTHERN TRUST CORP | 10 | 10 | 0.00% | 0.02% | 0.06% | Q2 2021 | Q3 2023 | 10 |
WEBSTERROGERS FINANCIAL ADVISORS, LLC | 10 | 10 | 0.28% | 0.43% | 0.64% | Q2 2021 | Q3 2023 | 10 |
HighTower Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
RAYMOND JAMES & ASSOCIATES | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
ASSET PLANNING CORPORATION | 10 | 10 | 0.20% | 0.23% | 0.29% | Q2 2021 | Q3 2023 | 10 |
Parkside Financial Bank & Trust | 10 | 10 | 0.10% | 0.13% | 0.16% | Q2 2021 | Q3 2023 | 10 |
Cetera Advisor Networks LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
FMR LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Cypress Wealth Services, LLC | 10 | 10 | 0.57% | 0.65% | 0.72% | Q2 2021 | Q3 2023 | 10 |
QUADRANT CAPITAL GROUP LLC | 10 | 10 | 0.00% | 0.00% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Merriman Wealth Management, LLC | 10 | 10 | 0.03% | 0.11% | 0.44% | Q2 2021 | Q3 2023 | 10 |
Integrated Advisors Network LLC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
TFC Financial Management, Inc. | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
MISSION WEALTH MANAGEMENT, LP | 10 | 10 | 0.08% | 0.32% | 0.47% | Q2 2021 | Q3 2023 | 10 |
Gemmer Asset Management LLC | 10 | 10 | 0.15% | 0.58% | 1.10% | Q2 2021 | Q3 2023 | 10 |
Savant Capital, LLC | 10 | 10 | 0.52% | 0.96% | 1.49% | Q2 2021 | Q3 2023 | 10 |
Private Ocean, LLC | 10 | 10 | 0.23% | 0.32% | 0.54% | Q2 2021 | Q3 2023 | 10 |
SOUNDMARK WEALTH MANAGEMENT, LLC | 10 | 10 | 1.89% | 2.23% | 2.58% | Q2 2021 | Q3 2023 | 10 |
BOK Financial Private Wealth, Inc. | 10 | 10 | 0.02% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Lutz Financial Services LLC | 10 | 10 | 1.28% | 1.48% | 1.76% | Q2 2021 | Q3 2023 | 10 |
MERIDIAN INVESTMENT COUNSEL INC. | 10 | 10 | 0.17% | 0.18% | 0.18% | Q2 2021 | Q3 2023 | 10 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 10 | 10 | 0.07% | 0.07% | 0.08% | Q2 2021 | Q3 2023 | 10 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 10 | 10 | 0.00% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 10 |
AVANTAX ADVISORY SERVICES, INC. | 10 | 10 | 0.01% | 0.07% | 0.17% | Q2 2021 | Q3 2023 | 10 |
PNC FINANCIAL SERVICES GROUP, INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
PEAVINE CAPITAL, LLC | 10 | 10 | 0.14% | 0.15% | 0.18% | Q2 2021 | Q3 2023 | 10 |
3D/L Capital Management, LLC | 10 | 10 | 0.74% | 0.78% | 0.88% | Q2 2021 | Q3 2023 | 10 |
Hill Investment Group Partners, LLC | 10 | 10 | 0.81% | 2.22% | 5.45% | Q2 2021 | Q3 2023 | 10 |
Cetera Investment Advisers | 10 | 10 | 0.04% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 10 |
WHITTIER TRUST CO | 10 | 10 | 0.02% | 0.09% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Evanson Asset Management, LLC | 10 | 10 | 3.67% | 4.03% | 4.40% | Q2 2021 | Q3 2023 | 10 |
Frank, Rimerman Advisors LLC | 10 | 10 | 0.06% | 0.08% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Bryn Mawr Capital Management, LLC | 10 | 10 | 0.02% | 0.07% | 0.11% | Q2 2021 | Q3 2023 | 10 |
CHOREO, LLC | 10 | 10 | 0.90% | 1.40% | 1.82% | Q2 2021 | Q3 2023 | 10 |
EVERMAY WEALTH MANAGEMENT LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
COMMONWEALTH EQUITY SERVICES, LLC | 10 | 10 | 0.04% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 10 |
IFP Advisors, Inc | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Colorado Capital Management, Inc. | 10 | 10 | 3.87% | 4.16% | 4.46% | Q2 2021 | Q3 2023 | 10 |
OSAIC HOLDINGS, INC. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 10 | 10 | 1.98% | 2.64% | 3.52% | Q2 2021 | Q3 2023 | 10 |
Robertson Stephens Wealth Management, LLC | 10 | 10 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Wade Financial Advisory, Inc | 10 | 10 | 0.96% | 1.13% | 1.29% | Q2 2021 | Q3 2023 | 10 |
Larson Financial Group LLC | 10 | 10 | 0.94% | 1.10% | 1.23% | Q2 2021 | Q3 2023 | 10 |
1900 WEALTH MANAGEMENT LLC | 10 | 10 | 0.72% | 0.87% | 0.97% | Q2 2021 | Q3 2023 | 10 |
CWA Asset Management Group, LLC | 10 | 10 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Newton One Investments LLC | 10 | 10 | 0.07% | 0.08% | 0.11% | Q2 2021 | Q3 2023 | 10 |
Betterment LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Clearstead Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
JNBA Financial Advisors | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Annapolis Financial Services, LLC | 10 | 10 | 0.22% | 0.94% | 2.05% | Q2 2021 | Q3 2023 | 10 |
Sawyer & Company, Inc | 10 | 10 | 0.11% | 0.23% | 0.27% | Q2 2021 | Q3 2023 | 10 |
ROYAL BANK OF CANADA | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Laird Norton Wetherby Wealth Management, LLC | 10 | 10 | 0.03% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Oakworth Capital, Inc. | 6 | 3 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 9 |
WealthOne, LLC | 6 | 3 | 0.17% | 0.18% | 0.20% | Q2 2021 | Q3 2023 | 9 |
Orion Portfolio Solutions, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
FIRST MANHATTAN CO. LLC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Ironwood Financial, llc | 6 | 3 | 0.77% | 0.91% | 1.03% | Q2 2021 | Q3 2023 | 9 |
MORGAN STANLEY | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
CRA Financial Services, LLC | 6 | 3 | 0.11% | 0.13% | 0.16% | Q2 2021 | Q3 2023 | 9 |
Bromfield Sneider Wealth Advisors | 9 | 9 | 0.30% | 0.44% | 0.73% | Q4 2021 | Q4 2023 | 9 |
Financial Advocates Investment Management | 6 | 3 | 0.09% | 0.37% | 0.57% | Q2 2021 | Q3 2023 | 9 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 6 | 3 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 9 |
RKL Wealth Management LLC | 9 | 9 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 9 |
COMERICA SECURITIES,INC. | 9 | 9 | 0.49% | 0.55% | 0.63% | Q3 2021 | Q3 2023 | 9 |
Verus Financial Partners, Inc. | 6 | 3 | 0.09% | 0.11% | 0.13% | Q2 2021 | Q3 2023 | 9 |
Safeguard Investment Advisory Group, LLC | 6 | 3 | 0.27% | 0.58% | 0.83% | Q2 2021 | Q3 2023 | 9 |
M Financial Asset Management, Inc. | 9 | 9 | 11.82% | 14.58% | 18.32% | Q2 2021 | Q2 2023 | 9 |
SITTNER & NELSON, LLC | 9 | 9 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 9 |
LPL Financial LLC | 6 | 3 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
IHT Wealth Management, LLC | 6 | 3 | 0.02% | 0.04% | 0.09% | Q2 2021 | Q3 2023 | 9 |
Janney Montgomery Scott LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
CITIZENS FINANCIAL GROUP INC/RI | 9 | 9 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
HM PAYSON & CO | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Apella Capital, LLC | 3 | 3 | 0.18% | 0.36% | 0.63% | Q2 2021 | Q4 2023 | 9 |
Relaxing Retirement Coach | 9 | 9 | 7.08% | 8.76% | 9.57% | Q2 2021 | Q2 2023 | 9 |
Syverson Strege & Co | 6 | 3 | 1.16% | 2.09% | 2.98% | Q2 2021 | Q3 2023 | 9 |
Stratos Wealth Partners, LTD. | 5 | 4 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 9 |
Cresset Asset Management, LLC | 9 | 9 | 0.00% | 0.02% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Private Advisor Group, LLC | 6 | 3 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 9 |
Integrated Wealth Concepts LLC | 6 | 3 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 9 |
PBMares Wealth Management LLC | 6 | 3 | 1.99% | 2.40% | 3.23% | Q2 2021 | Q3 2023 | 9 |
Jentner Corp | 6 | 3 | 0.48% | 0.59% | 0.73% | Q2 2021 | Q3 2023 | 9 |
SAX WEALTH ADVISORS, LLC | 9 | 9 | 2.87% | 3.25% | 3.65% | Q3 2021 | Q3 2023 | 9 |
Advisory Services & Investments, LLC | 9 | 9 | 0.54% | 5.25% | 8.49% | Q3 2021 | Q3 2023 | 9 |
American Financial Advisors, LLC | 5 | 4 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q3 2023 | 9 |
Ellenbecker Investment Group | 9 | 9 | 0.10% | 0.12% | 0.13% | Q3 2021 | Q3 2023 | 9 |
TIAA, FSB | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 9 |
BANK OF AMERICA CORP /DE/ | 9 | 9 | 0.00% | 0.00% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Pacific Center for Financial Services | 6 | 3 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 9 |
KEYBANK NATIONAL ASSOCIATION/OH | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Five Oceans Advisors | 9 | 9 | 1.29% | 1.82% | 2.40% | Q3 2021 | Q3 2023 | 9 |
Sandy Spring Bank | 6 | 3 | 0.05% | 0.06% | 0.06% | Q2 2021 | Q3 2023 | 9 |
BAKER BOYER NATIONAL BANK | 8 | 1 | 1.02% | 1.41% | 2.08% | Q2 2021 | Q3 2023 | 9 |
Global Retirement Partners, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
AWM CAPITAL, LLC | 9 | 9 | 0.19% | 0.31% | 0.43% | Q3 2021 | Q3 2023 | 9 |
Summit Asset Management, LLC | 9 | 9 | 0.07% | 0.08% | 0.09% | Q3 2021 | Q3 2023 | 9 |
Veritable, L.P. | 9 | 9 | 0.06% | 0.09% | 0.15% | Q2 2021 | Q2 2023 | 9 |
Dynamic Advisor Solutions LLC | 6 | 3 | 0.18% | 0.24% | 0.36% | Q2 2021 | Q3 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q3 2023 | 9 |
FINANCIAL COUNSELORS INC | 9 | 9 | 0.09% | 0.09% | 0.10% | Q3 2021 | Q3 2023 | 9 |
MATHER GROUP, LLC. | 5 | 4 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 9 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 6 | 3 | 2.29% | 3.34% | 4.09% | Q2 2021 | Q3 2023 | 9 |
Measured Wealth Private Client Group, LLC | 6 | 3 | 0.26% | 0.27% | 0.30% | Q2 2021 | Q3 2023 | 9 |
BCM ADVISORS, LLC | 9 | 9 | 0.10% | 0.19% | 0.23% | Q3 2021 | Q3 2023 | 9 |
RESOURCE CONSULTING GROUP INC | 8 | 8 | 11.56% | 21.17% | 29.46% | Q4 2021 | Q3 2023 | 8 |
Versant Capital Management, Inc | 8 | 8 | 0.10% | 0.11% | 0.11% | Q1 2022 | Q4 2023 | 8 |
Cetera Advisors LLC | 5 | 3 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 8 |
TAGStone Capital, Inc. | 8 | 8 | 1.02% | 1.15% | 1.32% | Q4 2021 | Q3 2023 | 8 |
Capital Investment Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q4 2023 | 8 |
Investment Advisory Group, LLC | 8 | 8 | 0.96% | 1.05% | 1.15% | Q4 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.16% | 0.25% | 0.35% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.15% | 0.23% | 0.34% | Q4 2021 | Q3 2023 | 8 |
EP Wealth Advisors, LLC | 7 | 1 | 0.01% | 0.21% | 0.34% | Q2 2021 | Q3 2023 | 8 |
SUTTON PLACE INVESTORS LLC | 8 | 8 | 0.78% | 1.26% | 1.97% | Q4 2021 | Q3 2023 | 8 |
Austin Asset Management Co Inc | 8 | 8 | 5.84% | 6.45% | 7.39% | Q4 2021 | Q3 2023 | 8 |
KRAFT ASSET MANAGEMENT, LLC | 8 | 8 | 3.25% | 3.55% | 4.46% | Q4 2021 | Q3 2023 | 8 |
Systelligence, LLC | 8 | 8 | 0.45% | 1.61% | 3.71% | Q1 2022 | Q4 2023 | 8 |
G2 CAPITAL MANAGEMENT, LLC / OH | 8 | 8 | 3.22% | 3.74% | 4.08% | Q4 2021 | Q3 2023 | 8 |
Lauterbach Financial Advisors, LLC | 8 | 8 | 1.27% | 1.47% | 1.74% | Q4 2021 | Q3 2023 | 8 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 8 | 8 | 0.65% | 0.98% | 1.43% | Q4 2021 | Q3 2023 | 8 |
WorthPointe, LLC | 8 | 8 | 4.83% | 5.51% | 6.74% | Q4 2021 | Q3 2023 | 8 |
Cornerstone Advisory, LLC | 4 | 4 | 0.04% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 8 |
Sequoia Financial Advisors, LLC | 8 | 8 | 0.40% | 0.47% | 0.54% | Q4 2021 | Q3 2023 | 8 |
Baldrige Asset Management LLC | 8 | 8 | 0.13% | 0.16% | 0.21% | Q2 2021 | Q1 2023 | 8 |
Pinnacle Bancorp, Inc. | 5 | 3 | 0.33% | 0.36% | 0.40% | Q3 2021 | Q3 2023 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 6.02% | 9.31% | 12.41% | Q4 2021 | Q3 2023 | 8 |
Financial Connections Group, Inc. | 8 | 8 | 0.02% | 3.97% | 9.71% | Q4 2021 | Q3 2023 | 8 |
Shearwater Capital LLC | 8 | 8 | 1.19% | 1.54% | 1.84% | Q4 2021 | Q3 2023 | 8 |
Stegent Equity Advisors, Inc. | 8 | 8 | 0.51% | 0.90% | 1.97% | Q4 2021 | Q3 2023 | 8 |
Heritage Investment Group, Inc. | 8 | 8 | 7.17% | 13.73% | 26.05% | Q4 2021 | Q3 2023 | 8 |
WestHill Financial Advisors, Inc. | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Stone Point Wealth LLC | 8 | 8 | 0.15% | 0.19% | 0.33% | Q4 2021 | Q3 2023 | 8 |
Bill Few Associates, Inc. | 8 | 8 | 0.20% | 0.21% | 0.22% | Q4 2021 | Q3 2023 | 8 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Running Point Capital Advisors, LLC | 8 | 8 | 0.26% | 0.28% | 0.31% | Q4 2021 | Q3 2023 | 8 |
Index Fund Advisors, Inc. | 8 | 8 | 23.56% | 25.15% | 29.30% | Q4 2021 | Q3 2023 | 8 |
ML & R WEALTH MANAGEMENT LLC | 8 | 8 | 8.59% | 10.95% | 13.82% | Q4 2021 | Q3 2023 | 8 |
Cassady Schiller Wealth Management, LLC | 8 | 8 | 0.45% | 0.79% | 0.95% | Q4 2021 | Q3 2023 | 8 |
DIXON FNANCIAL SERVICES, INC. | 8 | 8 | 21.19% | 22.94% | 27.02% | Q4 2021 | Q3 2023 | 8 |
ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 8 | 8 | 3.89% | 4.39% | 5.13% | Q4 2021 | Q3 2023 | 8 |
Wealthstream Advisors, Inc. | 8 | 8 | 1.23% | 1.91% | 2.51% | Q4 2021 | Q3 2023 | 8 |
Bouchey Financial Group Ltd | 8 | 8 | 1.41% | 3.50% | 4.10% | Q4 2021 | Q3 2023 | 8 |
JACKSON THORNTON ASSET MANAGEMENT, LLC | 8 | 8 | 3.07% | 3.80% | 5.04% | Q4 2021 | Q3 2023 | 8 |
Waterfront Wealth Inc. | 8 | 8 | 0.31% | 0.73% | 1.40% | Q4 2021 | Q3 2023 | 8 |
CLARIS ADVISORS, LLC / MO / | 8 | 8 | 3.55% | 5.05% | 6.50% | Q4 2021 | Q3 2023 | 8 |
Vigilant Capital Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 8 |
SC&H Financial Advisors, Inc. | 8 | 8 | 0.83% | 1.05% | 1.54% | Q4 2021 | Q3 2023 | 8 |
Mariner, LLC | 8 | 8 | 0.01% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Avior Wealth Management, LLC | 8 | 8 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Column Capital Advisors, LLC | 8 | 8 | 0.04% | 0.98% | 1.32% | Q4 2021 | Q3 2023 | 8 |
CAPITAL PERFORMANCE ADVISORS LLP | 8 | 8 | 3.78% | 4.18% | 4.57% | Q4 2021 | Q3 2023 | 8 |
Cross Staff Investments Inc | 8 | 8 | 0.33% | 0.34% | 0.35% | Q4 2021 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 1.04% | 1.13% | 1.26% | Q4 2021 | Q3 2023 | 8 |
KARPAS STRATEGIES, LLC | 8 | 8 | 0.11% | 0.16% | 0.18% | Q4 2021 | Q3 2023 | 8 |
MONOGRAPH WEALTH ADVISORS, LLC | 8 | 8 | 2.10% | 2.98% | 4.59% | Q4 2021 | Q3 2023 | 8 |
SEI INVESTMENTS CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Investmark Advisory Group LLC | 8 | 8 | 2.31% | 2.52% | 2.99% | Q4 2021 | Q3 2023 | 8 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8 | 8 | 0.05% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Eagle Bay Advisors LLC | 6 | 2 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 8 |
Curi Wealth Management, LLC | 8 | 8 | 0.03% | 0.11% | 0.16% | Q4 2021 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 3.70% | 4.33% | 4.55% | Q4 2021 | Q3 2023 | 8 |
Fort Point Capital Partners LLC | 8 | 8 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Spinnaker Investment Group, LLC | 8 | 8 | 1.63% | 2.21% | 2.53% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Hemington Wealth Management | 7 | 1 | 0.18% | 0.62% | 0.81% | Q3 2021 | Q3 2023 | 8 |
Cladis Investment Advisory, LLC | 8 | 8 | 0.42% | 0.52% | 0.60% | Q4 2021 | Q3 2023 | 8 |
TRIAD FINANCIAL ADVISORS, INC. | 8 | 8 | 0.11% | 0.15% | 0.19% | Q4 2021 | Q3 2023 | 8 |
KEB ASSET MANAGEMENT, LLC | 8 | 8 | 2.96% | 3.92% | 5.26% | Q4 2021 | Q3 2023 | 8 |
BAYSHORE ASSET MANAGEMENT, LLC | 8 | 8 | 2.40% | 2.93% | 3.68% | Q4 2021 | Q3 2023 | 8 |
MONETA GROUP INVESTMENT ADVISORS LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 8 |
DOPKINS WEALTH MANAGEMENT, LLC | 8 | 8 | 2.33% | 2.99% | 3.59% | Q4 2021 | Q3 2023 | 8 |
GRAND WEALTH MANAGEMENT, LLC | 8 | 8 | 0.37% | 0.43% | 0.48% | Q4 2021 | Q3 2023 | 8 |
OXFORD FINANCIAL GROUP, LTD. LLC | 8 | 8 | 0.00% | 0.03% | 0.05% | Q2 2021 | Q1 2023 | 8 |
Disciplined Equity Management, Inc. | 8 | 8 | 11.59% | 12.64% | 14.45% | Q4 2021 | Q3 2023 | 8 |
RS CRUM INC. | 8 | 8 | 0.78% | 1.91% | 2.80% | Q4 2021 | Q3 2023 | 8 |
Tower Research Capital LLC (TRC) | 6 | 1 | 0.00% | 0.02% | 0.07% | Q4 2021 | Q3 2023 | 7 |
TRUSTCORE FINANCIAL SERVICES, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q4 2022 | 7 |
MARYLAND CAPITAL ADVISORS INC. | 7 | 7 | 0.16% | 0.56% | 0.76% | Q1 2022 | Q3 2023 | 7 |
First Western Trust Bank | 7 | 7 | 0.19% | 0.19% | 0.20% | Q1 2022 | Q3 2023 | 7 |
Planning Center, Inc. | 6 | 1 | 4.25% | 5.21% | 6.35% | Q4 2021 | Q3 2023 | 7 |
Armor Investment Advisors, LLC | 7 | 7 | 1.00% | 2.04% | 4.48% | Q1 2022 | Q3 2023 | 7 |
Beta Wealth Group, Inc. | 7 | 7 | 0.43% | 0.49% | 0.62% | Q1 2022 | Q3 2023 | 7 |
V Wealth Advisors LLC | 7 | 7 | 0.04% | 0.07% | 0.09% | Q4 2021 | Q2 2023 | 7 |
Aptus Capital Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
BetterWealth, LLC | 6 | 1 | 0.35% | 0.65% | 2.01% | Q4 2021 | Q3 2023 | 7 |
RETIREMENT GUYS FORMULA LLC | 7 | 7 | 0.62% | 0.96% | 1.13% | Q1 2022 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.17% | 0.20% | 0.24% | Q4 2021 | Q3 2023 | 7 |
RFG Advisory, LLC | 7 | 7 | 0.06% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 7 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 7 | 7 | 0.09% | 0.19% | 0.52% | Q1 2022 | Q3 2023 | 7 |
M Holdings Securities, Inc. | 6 | 1 | 0.07% | 0.09% | 0.11% | Q2 2021 | Q2 2023 | 7 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
BKA Wealth Consulting, Inc. | 7 | 7 | 0.50% | 0.60% | 0.68% | Q1 2022 | Q3 2023 | 7 |
Geneos Wealth Management Inc. | 7 | 7 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 7 |
COMERICA BANK | 6 | 1 | 0.15% | 0.19% | 0.23% | Q3 2021 | Q3 2023 | 7 |
Congress Wealth Management LLC / DE / | 7 | 7 | 0.01% | 0.02% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Valeo Financial Advisors, LLC | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
JANE STREET GROUP, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Cerity Partners LLC | 7 | 7 | 0.01% | 0.58% | 3.85% | Q1 2022 | Q3 2023 | 7 |
Level Financial Advisors | 6 | 1 | 0.04% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 7 |
ANGELES WEALTH MANAGEMENT, LLC | 7 | 7 | 0.05% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Zhang Financial LLC | 7 | 7 | 0.04% | 0.27% | 0.51% | Q1 2022 | Q3 2023 | 7 |
McClarren Financial Advisors, Inc. | 5 | 2 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 7 |
Midwest Heritage Bank, FSB | 7 | 7 | 5.02% | 5.38% | 5.83% | Q1 2022 | Q3 2023 | 7 |
AdvisorNet Financial, Inc | 7 | 7 | 0.84% | 1.15% | 1.30% | Q1 2022 | Q3 2023 | 7 |
Parallel Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Hardy Reed LLC | 7 | 7 | 0.45% | 0.76% | 0.90% | Q1 2022 | Q3 2023 | 7 |
Disciplined Investments, LLC | 7 | 7 | 0.12% | 0.14% | 0.17% | Q1 2022 | Q3 2023 | 7 |
Burleson & Company, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 7 |
Western Wealth Management, LLC | 6 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 7 |
Helen Stephens Group, LLC | 4 | 3 | 0.14% | 0.25% | 0.44% | Q4 2021 | Q3 2023 | 7 |
Wealthfront Advisers LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Sargent Bickham Lagudis LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2022 | 7 |
Physician Wealth Advisors, Inc. | 7 | 7 | 0.44% | 0.94% | 1.13% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
BROWN ADVISORY INC | 5 | 2 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 7 |
AMARILLO NATIONAL BANK | 6 | 6 | 0.06% | 0.07% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Spire Wealth Management | 6 | 6 | 0.26% | 0.28% | 0.32% | Q2 2022 | Q3 2023 | 6 |
Great Point Wealth Advisors, LLC | 6 | 6 | 0.66% | 0.88% | 1.39% | Q2 2022 | Q3 2023 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 0.05% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
COLLECTIVE FAMILY OFFICE LLC | 5 | 1 | 0.28% | 0.58% | 0.73% | Q1 2022 | Q3 2023 | 6 |
Marcum Wealth, LLC | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.04% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Tanager Wealth Management LLP | 6 | 6 | 0.17% | 2.04% | 3.11% | Q2 2022 | Q3 2023 | 6 |
Warwick Investment Management, Inc. | 5 | 1 | 0.31% | 0.37% | 0.44% | Q4 2021 | Q3 2023 | 6 |
Colony Family Offices, LLC | 6 | 6 | 0.12% | 0.16% | 0.18% | Q2 2022 | Q3 2023 | 6 |
American Portfolios Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Covington Capital Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
All Season Financial Advisors, Inc. | 6 | 6 | 0.50% | 0.86% | 1.19% | Q2 2022 | Q3 2023 | 6 |
Concord Wealth Partners | 4 | 1 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 6 |
Silver Oak Advisory Group, Inc. | 4 | 2 | 0.14% | 0.14% | 0.15% | Q4 2021 | Q3 2023 | 6 |
Quantum Financial Advisors, LLC | 6 | 6 | 0.32% | 0.39% | 0.48% | Q2 2022 | Q3 2023 | 6 |
Silicon Hills Wealth Management, LLC | 5 | 1 | 0.17% | 0.37% | 0.72% | Q4 2021 | Q2 2023 | 6 |
THRIVENT FINANCIAL FOR LUTHERANS | 4 | 2 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
EVOKE WEALTH, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 6 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 6 |
DOWLING & YAHNKE LLC | 6 | 6 | 0.90% | 1.22% | 1.63% | Q2 2021 | Q3 2022 | 6 |
PATHSTONE FAMILY OFFICE, LLC | 6 | 6 | 0.02% | 0.03% | 0.10% | Q2 2022 | Q3 2023 | 6 |
TUCKER ASSET MANAGEMENT LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 6 |
Global Trust Asset Management, LLC | 6 | 6 | 0.16% | 0.26% | 0.28% | Q2 2022 | Q3 2023 | 6 |
COMMERCE BANK | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
CPWM, LLC | 6 | 6 | 0.39% | 0.57% | 0.69% | Q2 2021 | Q3 2022 | 6 |
MUFG Americas Holdings Corp | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 6 |
Forum Private Client Group LLC | 6 | 6 | 3.20% | 3.85% | 4.98% | Q1 2022 | Q2 2023 | 6 |
Francis Financial, Inc. | 6 | 6 | 0.20% | 0.29% | 0.36% | Q2 2022 | Q3 2023 | 6 |
LVZ, Inc. | 6 | 6 | 0.18% | 0.24% | 0.31% | Q2 2022 | Q3 2023 | 6 |
Hurlow Wealth Management Group, Inc. | 6 | 6 | 4.64% | 4.84% | 5.03% | Q2 2022 | Q3 2023 | 6 |
GLENMEDE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Diversified Trust Co | 6 | 6 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q4 2023 | 6 |
West Financial Advisors, LLC | 6 | 6 | 2.17% | 2.28% | 2.42% | Q2 2022 | Q3 2023 | 6 |
FORVIS Wealth Advisors, LLC | 6 | 6 | 0.71% | 0.86% | 1.00% | Q2 2022 | Q3 2023 | 6 |
Stokes Family Office, LLC | 6 | 6 | 0.24% | 0.66% | 0.97% | Q2 2022 | Q3 2023 | 6 |
Confluence Wealth Services, Inc. | 5 | 5 | 0.99% | 2.30% | 3.16% | Q3 2022 | Q3 2023 | 5 |
Red Tortoise LLC | 4 | 1 | 0.09% | 0.10% | 0.10% | Q3 2021 | Q3 2023 | 5 |
Traverso Chambers Private Wealth Management, LLC | 5 | 5 | 1.76% | 1.82% | 1.87% | Q3 2022 | Q3 2023 | 5 |
Parcion Private Wealth LLC | 5 | 5 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2022 | 5 |
Blume Capital Management, Inc. | 5 | 5 | 0.42% | 0.60% | 0.70% | Q3 2022 | Q3 2023 | 5 |
PRIVATE TRUST CO NA | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
Trinity Financial Advisors LLC | 5 | 5 | 0.59% | 1.33% | 1.94% | Q3 2022 | Q3 2023 | 5 |
Financial Insights, Inc. | 4 | 1 | 0.42% | 0.88% | 1.22% | Q2 2022 | Q3 2023 | 5 |
WMG Financial Advisors, LLC | 5 | 5 | 0.23% | 0.25% | 0.32% | Q4 2021 | Q4 2022 | 5 |
Arete Wealth Advisors, LLC | 5 | 5 | 0.05% | 0.06% | 0.09% | Q2 2021 | Q2 2022 | 5 |
Equius Partners, Inc. | 5 | 5 | 0.96% | 1.30% | 1.78% | Q4 2021 | Q4 2022 | 5 |
JPMORGAN CHASE & CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
Platform Technology Partners | 5 | 5 | 0.41% | 0.45% | 0.48% | Q3 2022 | Q3 2023 | 5 |
Relative Value Partners Group, LLC | 4 | 1 | 0.06% | 0.07% | 0.07% | Q1 2022 | Q3 2023 | 5 |
Waypoint Capital Advisors, LLC | 3 | 2 | 0.08% | 0.11% | 0.15% | Q4 2021 | Q3 2023 | 5 |
Cadence Bank | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Advisory Alpha, LLC | 5 | 5 | 0.24% | 0.27% | 0.30% | Q3 2022 | Q3 2023 | 5 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5 | 5 | 0.00% | 0.02% | 0.05% | Q3 2022 | Q3 2023 | 5 |
ENZI WEALTH | 5 | 5 | 0.25% | 2.12% | 3.74% | Q3 2022 | Q3 2023 | 5 |
Graves Light Lenhart Wealth, Inc. | 4 | 1 | 0.00% | 0.05% | 0.09% | Q2 2022 | Q3 2023 | 5 |
GREAT VALLEY ADVISOR GROUP, INC. | 5 | 5 | 0.05% | 0.12% | 0.14% | Q3 2022 | Q3 2023 | 5 |
Financial Engines Advisors L.L.C. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
REGENTATLANTIC CAPITAL LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
Pinnacle Financial Group, LLC / IL | 5 | 5 | 0.64% | 2.15% | 3.04% | Q3 2022 | Q3 2023 | 5 |
NewEdge Advisors, LLC | 5 | 5 | 0.01% | 0.05% | 0.07% | Q3 2022 | Q3 2023 | 5 |
DBK Financial Counsel, LLC | 5 | 5 | 1.34% | 1.51% | 1.85% | Q3 2022 | Q3 2023 | 5 |
HUNTINGTON NATIONAL BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BANK OF MONTREAL /CAN/ | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 4 |
Pioneer Wealth Management Group | 4 | 4 | 1.13% | 1.41% | 1.85% | Q4 2022 | Q3 2023 | 4 |
Cahill Wealth Management, LLC | 4 | 4 | 0.56% | 0.57% | 0.60% | Q4 2022 | Q3 2023 | 4 |
Visionary Wealth Advisors | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Tillman Hartley LLC | 4 | 4 | 6.86% | 7.01% | 7.16% | Q4 2022 | Q3 2023 | 4 |
Alaethes Wealth LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q1 2022 | 4 |
Heritage Wealth Management, Inc./Texas | 4 | 4 | 13.20% | 13.57% | 13.91% | Q4 2022 | Q3 2023 | 4 |
Strategic Investment Solutions, Inc. /IL | 4 | 4 | 0.17% | 0.85% | 1.88% | Q4 2022 | Q3 2023 | 4 |
GEM Asset Management, LLC | 4 | 4 | 2.49% | 2.93% | 3.40% | Q4 2022 | Q3 2023 | 4 |
McGlone Suttner Wealth Management, Inc. | 4 | 4 | 1.54% | 1.92% | 2.15% | Q4 2022 | Q3 2023 | 4 |
Great Waters Wealth Management | 4 | 4 | 2.99% | 3.72% | 4.52% | Q4 2022 | Q3 2023 | 4 |
Washington Trust Advisors, Inc. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 4 |
Altiora Financial Group, LLC | 4 | 4 | 1.21% | 1.38% | 1.49% | Q4 2022 | Q3 2023 | 4 |
FAS Wealth Partners, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.51% | 0.52% | 0.53% | Q4 2022 | Q3 2023 | 4 |
Bedel Financial Consulting, Inc. | 4 | 4 | 0.13% | 0.14% | 0.16% | Q3 2022 | Q2 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Frontier Wealth Management LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Goldstein Advisors, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Granite Harbor Advisors, Inc. | 4 | 4 | 7.31% | 7.74% | 8.14% | Q4 2022 | Q3 2023 | 4 |
RESOLUTE FINANCIAL, LLC | 3 | 1 | 0.20% | 0.54% | 0.71% | Q4 2021 | Q4 2022 | 4 |
WATERSHED PRIVATE WEALTH LLC | 4 | 4 | 0.25% | 0.31% | 0.35% | Q4 2022 | Q3 2023 | 4 |
Lido Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
LEGACY FINANCIAL GROUP, INC. | 4 | 4 | 0.55% | 0.59% | 0.62% | Q4 2022 | Q3 2023 | 4 |
Atlas Wealth LLC | 4 | 4 | 0.09% | 0.11% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Advisory Services Network, LLC | 4 | 4 | 0.00% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
MORRIS FINANCIAL CONCEPTS, INC. | 4 | 4 | 0.05% | 0.10% | 0.13% | Q4 2022 | Q3 2023 | 4 |
PARK AVENUE SECURITIES LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
LAM GROUP, INC. | 4 | 4 | 5.68% | 5.87% | 6.01% | Q4 2022 | Q3 2023 | 4 |
Rockefeller Capital Management L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 4 |
Kooman & Associates | 4 | 4 | 0.77% | 1.86% | 2.47% | Q4 2022 | Q3 2023 | 4 |
BALASA DINVERNO & FOLTZ LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
VISTA CAPITAL PARTNERS, INC. | 4 | 4 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q1 2022 | 4 |
SRS Capital Advisors, Inc. | 4 | 4 | 1.68% | 1.74% | 1.80% | Q4 2022 | Q3 2023 | 4 |
TCP Asset Management, LLC | 4 | 4 | 0.53% | 0.68% | 0.92% | Q4 2022 | Q3 2023 | 4 |
HoyleCohen, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
WIPFLI FINANCIAL ADVISORS LLC, | 3 | 1 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q3 2022 | 4 |
RF&L WEALTH MANAGEMENT, LLC | 4 | 4 | 4.84% | 5.01% | 5.21% | Q4 2022 | Q3 2023 | 4 |
VAN DEN BERG MANAGEMENT I, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
IFG Advisors, LLC | 4 | 4 | 0.09% | 0.18% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Ruedi Wealth Management, Inc. | 4 | 4 | 2.85% | 3.06% | 3.37% | Q4 2022 | Q3 2023 | 4 |
Beacon Financial Advisory LLC | 4 | 4 | 0.16% | 0.22% | 0.24% | Q4 2022 | Q3 2023 | 4 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q1 2022 | 4 |
MEEDER ASSET MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Apollon Wealth Management, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Ten Capital Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Meritas Wealth Management, LLC | 4 | 4 | 0.19% | 0.19% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Allegiance Financial Group Advisory Services LLC | 4 | 4 | 0.23% | 0.29% | 0.38% | Q4 2022 | Q3 2023 | 4 |
CPA Asset Management LLC | 4 | 4 | 0.35% | 0.63% | 1.34% | Q4 2022 | Q3 2023 | 4 |
DecisionPoint Financial, LLC | 4 | 4 | 3.76% | 4.45% | 5.04% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.05% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Samalin Investment Counsel, LLC | 4 | 4 | 0.24% | 0.27% | 0.31% | Q4 2022 | Q3 2023 | 4 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.28% | 0.38% | 0.52% | Q1 2010 | Q3 2023 | 4 |
Your Advocates Ltd., LLP | 4 | 4 | 0.00% | 3.12% | 4.61% | Q4 2022 | Q3 2023 | 4 |
Pensionmark Financial Group, LLC | 4 | 4 | 0.05% | 0.07% | 0.09% | Q2 2021 | Q1 2022 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Olistico Wealth, LLC | 4 | 4 | 0.90% | 0.93% | 1.01% | Q4 2022 | Q3 2023 | 4 |
KM Capital Management Ltd. | 4 | 4 | 0.86% | 2.92% | 4.75% | Q4 2022 | Q3 2023 | 4 |
QUARRY HILL ADVISORS, LLC | 4 | 4 | 0.32% | 0.33% | 0.34% | Q4 2022 | Q3 2023 | 4 |
FinDec Wealth Services, Inc. | 4 | 4 | 2.72% | 2.77% | 2.86% | Q4 2022 | Q3 2023 | 4 |
Passive Capital Management, LLC. | 4 | 4 | 0.14% | 0.60% | 0.88% | Q2 2022 | Q1 2023 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Alpha Financial Advisors, LLC | 4 | 4 | 4.06% | 5.67% | 9.36% | Q4 2022 | Q3 2023 | 4 |
FLOW TRADERS U.S. LLC | 4 | 4 | 0.01% | 0.08% | 0.15% | Q4 2022 | Q3 2023 | 4 |
JMG Financial Group, Ltd. | 4 | 4 | 0.02% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Gladstone Institutional Advisory LLC | 4 | 4 | 0.17% | 0.19% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Lee Financial Co | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CONTINUUM WEALTH ADVISORS, LLC | 4 | 4 | 3.78% | 4.59% | 5.70% | Q4 2022 | Q3 2023 | 4 |
Avantax Planning Partners, Inc. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 4 |
SYM FINANCIAL Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
RGT Wealth Advisors, LLC | 4 | 4 | 0.06% | 0.10% | 0.14% | Q4 2021 | Q3 2022 | 4 |
NorthCrest Asset Manangement, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 4 |
HBK Sorce Advisory LLC | 2 | 2 | 0.01% | 0.03% | 0.07% | Q3 2022 | Q3 2023 | 4 |
Merit Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Tilson Financial Group, Inc. | 4 | 4 | 3.68% | 5.16% | 8.94% | Q4 2022 | Q3 2023 | 4 |
Werba Rubin Papier Wealth Management | 4 | 4 | 0.23% | 0.27% | 0.32% | Q4 2022 | Q3 2023 | 4 |
FIFTH THIRD SECURITIES, INC. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Peninsula Wealth, LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
BASSO CAPITAL MANAGEMENT, L.P. | 4 | 4 | 0.82% | 0.91% | 0.98% | Q4 2022 | Q3 2023 | 4 |
Aveo Capital Partners, LLC | 4 | 4 | 0.18% | 0.43% | 0.75% | Q4 2022 | Q3 2023 | 4 |
Oakwell Private Wealth Management, LLC | 4 | 4 | 0.10% | 0.13% | 0.20% | Q2 2021 | Q1 2022 | 4 |
HTG Investment Advisors, Inc. | 4 | 4 | 1.00% | 1.10% | 1.21% | Q4 2022 | Q3 2023 | 4 |
Accretive Wealth Partners, LLC | 4 | 4 | 0.20% | 0.21% | 0.22% | Q4 2022 | Q3 2023 | 4 |
BCR Wealth Strategies, LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q3 2022 | 4 |
BUILDER INVESTMENT GROUP INC /ADV | 4 | 4 | 5.74% | 5.99% | 6.32% | Q4 2022 | Q3 2023 | 4 |
25 LLC | 3 | 3 | 0.34% | 0.34% | 0.35% | Q1 2023 | Q3 2023 | 3 |
AE Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 3 |
Gibson Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
CX Institutional | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 3 |
Applied Capital LLC | 3 | 3 | 0.42% | 0.53% | 0.64% | Q1 2022 | Q3 2022 | 3 |
Eagle Strategies LLC | 3 | 3 | 0.14% | 0.19% | 0.25% | Q1 2023 | Q3 2023 | 3 |
FIRST NATIONAL BANK SIOUX FALLS | 3 | 3 | 0.18% | 0.63% | 1.00% | Q1 2023 | Q3 2023 | 3 |
True Wealth Design, LLC | 3 | 3 | 0.04% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Pacifica Partners Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Cranbrook Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Foundations Investment Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
S.A. Mason LLC | 3 | 3 | 0.23% | 0.23% | 0.23% | Q1 2023 | Q3 2023 | 3 |
TrueWealth Advisors, LLC | 3 | 3 | 0.10% | 0.13% | 0.15% | Q1 2023 | Q3 2023 | 3 |
ZACKS INVESTMENT MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
OLD MISSION CAPITAL LLC | 3 | 3 | 0.01% | 0.06% | 0.09% | Q4 2021 | Q2 2022 | 3 |
Quent Capital, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Sound Income Strategies, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 1.11% | 1.14% | 1.17% | Q4 2022 | Q3 2023 | 3 |
Regal Wealth Group, Inc. | 3 | 3 | 1.24% | 3.66% | 4.94% | Q1 2023 | Q3 2023 | 3 |
PFG Advisors | 3 | 3 | 0.10% | 0.13% | 0.16% | Q1 2023 | Q3 2023 | 3 |
CADENCE BANK NA | 3 | 3 | 0.06% | 0.07% | 0.07% | Q2 2021 | Q4 2021 | 3 |
Angeles Investment Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Marquette Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
WealthSpring Partners, LLC | 3 | 3 | 0.51% | 0.52% | 0.53% | Q3 2022 | Q1 2023 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 1.04% | 1.07% | 1.11% | Q1 2023 | Q3 2023 | 3 |
Alaska Permanent Fund Corp | 2 | 1 | 1.31% | 1.77% | 2.24% | Q4 2022 | Q3 2023 | 3 |
Clark Capital Management Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Resource Management, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q4 2021 | 3 |
GDS Wealth Management | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
BESSEMER GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Capital Investment Advisory Services, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
First Horizon Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
FLC Capital Advisors | 3 | 3 | 1.29% | 1.45% | 1.59% | Q4 2022 | Q2 2023 | 3 |
Quad-Cities Investment Group, LLC | 3 | 3 | 0.17% | 0.20% | 0.24% | Q1 2023 | Q3 2023 | 3 |
RMB Capital Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
VeraBank, N.A. | 3 | 3 | 0.21% | 0.78% | 1.13% | Q1 2023 | Q3 2023 | 3 |
REGIONS FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 3 |
AIRE ADVISORS, LLC | 3 | 3 | 2.24% | 2.44% | 2.64% | Q1 2023 | Q3 2023 | 3 |
Kovitz Investment Group Partners, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 3 |
Wealthcare Advisory Partners LLC | 3 | 3 | 0.02% | 0.04% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Root Financial Partners, LLC | 3 | 3 | 0.55% | 0.59% | 0.62% | Q1 2023 | Q3 2023 | 3 |
Rockwood Wealth Management, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
DFPG INVESTMENTS, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
People's United Financial, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 3 |
MANAGED ACCOUNT SERVICES INC | 2 | 2 | 1.52% | 1.52% | 1.53% | Q2 2021 | Q3 2021 | 2 |
SEVEN MILE ADVISORY | 2 | 2 | 0.52% | 0.56% | 0.60% | Q2 2023 | Q3 2023 | 2 |
Brainard Capital Management LLC | 2 | 2 | 1.73% | 2.01% | 2.29% | Q4 2022 | Q1 2023 | 2 |
Qube Research & Technologies Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 2 |
PDS Planning, Inc | 1 | 1 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q4 2021 | 2 |
HCR Wealth Advisors | 2 | 2 | 0.04% | 0.04% | 0.05% | Q3 2021 | Q4 2021 | 2 |
Perigon Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
L & S Advisors Inc | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Colonial Trust Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Vivaldi Capital Management LP | 2 | 2 | 0.07% | 0.08% | 0.08% | Q3 2022 | Q4 2022 | 2 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 8.47% | 9.47% | 10.46% | Q4 2021 | Q1 2022 | 2 |
NEXT Financial Group, Inc | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2021 | 2 |
FinTrust Capital Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Sigma Planning Corp | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 2 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
FIRST NATIONAL TRUST CO | 2 | 2 | 0.77% | 0.81% | 0.85% | Q2 2023 | Q3 2023 | 2 |
Crown Wealth Group, LLC | 2 | 2 | 1.29% | 1.32% | 1.34% | Q1 2022 | Q2 2022 | 2 |
McIlrath & Eck, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
NAPLES GLOBAL ADVISORS, LLC | 2 | 2 | 0.04% | 0.06% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
DAVENPORT & Co LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Birchcreek Wealth Management, LLC | 2 | 2 | 0.22% | 0.32% | 0.42% | Q2 2023 | Q3 2023 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
KINGS POINT CAPITAL MANAGEMENT | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Total Wealth Planning, LLC | 2 | 2 | 0.18% | 0.23% | 0.29% | Q1 2022 | Q2 2022 | 2 |
Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
ShankerValleau Wealth Advisors, Inc. | 2 | 2 | 0.15% | 0.17% | 0.20% | Q4 2021 | Q1 2022 | 2 |
IEQ CAPITAL, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Baker Avenue Asset Management, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.34% | 0.34% | 0.35% | Q2 2023 | Q3 2023 | 2 |
C M BIDWELL & ASSOCIATES LTD | 2 | 2 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q2 2022 | 2 |
EXENCIAL WEALTH ADVISORS, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Avestar Capital, LLC | 2 | 2 | 0.93% | 1.05% | 1.16% | Q3 2022 | Q4 2022 | 2 |
DIMENSIONAL FUND ADVISORS LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Jacobi Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Mayfair Advisory Group, LLC | 2 | 2 | 0.22% | 0.27% | 0.31% | Q2 2023 | Q3 2023 | 2 |
INTREPID CAPITAL MANAGEMENT INC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Prime Capital Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Waverly Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
55I, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2022 | 2 |
MAI Capital Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Surevest, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 2 |
TIAA Kaspick, LLC | 2 | 2 | 4.58% | 4.80% | 5.02% | Q2 2021 | Q3 2021 | 2 |
LINCOLN NATIONAL CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
SteelPeak Wealth, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
GUNN & Co INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2023 | Q4 2023 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
RAYMOND JAMES TRUST N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q3 2023 | Q3 2023 | 1 |
Harrison & Co Wealth Management, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2022 | Q4 2022 | 1 |
Avalon Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Laurel Wealth Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Revisor Wealth Management LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2023 | Q2 2023 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Parker Financial LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2023 | Q3 2023 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2023 | Q3 2023 | 1 |
Lumature Wealth Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
PRUDENTIAL FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CITIGROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Narus Financial Partners, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
Envision Financial Planning, LLC | 1 | 1 | 3.92% | 3.92% | 3.92% | Q3 2023 | Q3 2023 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BEL AIR INVESTMENT ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
USCA RIA LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Hochman Cole Investment Advisors, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2021 | Q3 2021 | 1 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
KEYSTONE WEALTH PARTNERS | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
MACRO Consulting Group | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
WEALTHSPAN PARTNERS, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2023 | Q3 2023 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
WCG Wealth Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
IFG Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
First Command Financial Services, Inc. | 1 | 1 | 1.06% | 1.06% | 1.06% | Q2 2023 | Q2 2023 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
DE BURLO GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Certified Advisory Corp | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Sageworth Trust Co | 1 | 1 | 2.89% | 2.89% | 2.89% | Q3 2023 | Q3 2023 | 1 |
Valmark Advisers, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
OAKWOOD CAPITAL MANAGEMENT LLC/CA | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2021 | Q2 2021 | 1 |
First Command Bank | 1 | 1 | 1.06% | 1.06% | 1.06% | Q2 2023 | Q2 2023 | 1 |
Belpointe Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Clear Perspectives Financial Planning, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
DUBUQUE BANK & TRUST CO | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Keel Point, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Bell Rock Capital LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q2 2022 | Q2 2022 | 1 |
Mattern Wealth Management LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 1.90% | 1.90% | 1.90% | Q4 2023 | Q4 2023 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
tru Independence LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Arlington Capital Management, Inc. | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2022 | Q4 2022 | 1 |
CVA Family Office, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
HB Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Orion Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MBA Advisors LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Sageworth Trust Co of South Dakota | 1 | 1 | 2.10% | 2.10% | 2.10% | Q3 2023 | Q3 2023 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Teamwork Financial Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
STONNINGTON GROUP, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Truepoint, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Heartwood Wealth Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2021 | Q2 2021 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
COLONY GROUP LLC | 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.