Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CWM, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 17 |
JUNCTURE WEALTH STRATEGIES, LLC | 11 | 11 | 1.74% | 2.00% | 2.44% | Q2 2021 | Q4 2023 | 11 |
Symmetry Partners, LLC | 11 | 11 | 0.46% | 0.54% | 0.62% | Q2 2021 | Q4 2023 | 11 |
Pure Financial Advisors, LLC | 11 | 11 | 0.35% | 1.21% | 3.20% | Q2 2021 | Q4 2023 | 11 |
KEYBANK NATIONAL ASSOCIATION/OH | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Mutual Advisors, LLC | 10 | 10 | 0.05% | 0.07% | 0.10% | Q2 2021 | Q3 2023 | 10 |
MORGAN STANLEY | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
MML INVESTORS SERVICES, LLC | 10 | 10 | 0.00% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Avior Wealth Management, LLC | 10 | 10 | 0.09% | 0.12% | 0.16% | Q2 2021 | Q3 2023 | 10 |
SOL Capital Management CO | 10 | 10 | 0.34% | 0.37% | 0.40% | Q2 2021 | Q3 2023 | 10 |
Miracle Mile Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
FOUNDERS FINANCIAL SECURITIES LLC | 10 | 10 | 0.03% | 0.06% | 0.11% | Q2 2021 | Q3 2023 | 10 |
J.P. Morgan Private Wealth Advisors LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Capital Investment Advisory Services, LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
New England Private Wealth Advisors LLC | 10 | 10 | 0.07% | 1.78% | 2.70% | Q2 2021 | Q3 2023 | 10 |
ST GERMAIN D J CO INC | 7 | 3 | 0.00% | 0.02% | 0.02% | Q2 2021 | Q4 2023 | 10 |
Plante Moran Financial Advisors, LLC | 10 | 10 | 0.08% | 0.14% | 0.26% | Q2 2021 | Q3 2023 | 10 |
McLean Asset Management Corp | 7 | 3 | 4.37% | 4.95% | 5.68% | Q2 2021 | Q4 2023 | 10 |
Key FInancial Inc | 10 | 10 | 0.07% | 0.10% | 0.13% | Q2 2021 | Q3 2023 | 10 |
Adero Partners, LLC | 10 | 10 | 1.38% | 2.32% | 4.48% | Q2 2021 | Q3 2023 | 10 |
Schoolcraft Capital LLC | 10 | 10 | 1.21% | 1.40% | 1.55% | Q2 2021 | Q3 2023 | 10 |
Harbor Group, Inc. | 10 | 10 | 0.15% | 0.27% | 0.46% | Q2 2021 | Q3 2023 | 10 |
STIFEL FINANCIAL CORP | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
FRANKLIN RESOURCES INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Allworth Financial LP | 10 | 10 | 0.20% | 0.24% | 0.35% | Q2 2021 | Q3 2023 | 10 |
American Investment Services, Inc. | 10 | 10 | 1.69% | 1.83% | 2.10% | Q2 2021 | Q3 2023 | 10 |
NORTHERN TRUST CORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Fortis Advisors, LLC | 10 | 10 | 0.24% | 0.27% | 0.29% | Q2 2021 | Q3 2023 | 10 |
WEBSTERROGERS FINANCIAL ADVISORS, LLC | 10 | 10 | 0.33% | 0.64% | 0.95% | Q2 2021 | Q3 2023 | 10 |
HighTower Advisors, LLC | 10 | 10 | 0.05% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
3D/L Capital Management, LLC | 10 | 10 | 0.75% | 0.80% | 0.92% | Q2 2021 | Q3 2023 | 10 |
ROWLANDMILLER & PARTNERS.ADV | 9 | 1 | 0.07% | 0.07% | 0.08% | Q2 2021 | Q4 2023 | 10 |
RAYMOND JAMES & ASSOCIATES | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
EVERMAY WEALTH MANAGEMENT LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Parkside Financial Bank & Trust | 10 | 10 | 0.10% | 0.12% | 0.14% | Q2 2021 | Q3 2023 | 10 |
TFC Financial Management, Inc. | 10 | 10 | 5.98% | 7.65% | 8.81% | Q2 2021 | Q3 2023 | 10 |
Disciplined Investments, LLC | 10 | 10 | 1.54% | 2.19% | 2.84% | Q2 2021 | Q3 2023 | 10 |
Acropolis Investment Management, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
PEAVINE CAPITAL, LLC | 10 | 10 | 0.05% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
SIGNET FINANCIAL MANAGEMENT, LLC | 10 | 10 | 0.06% | 0.07% | 0.12% | Q2 2021 | Q3 2023 | 10 |
CHOREO, LLC | 10 | 10 | 0.91% | 1.35% | 1.72% | Q2 2021 | Q3 2023 | 10 |
MONTAG A & ASSOCIATES INC | 10 | 10 | 0.08% | 0.08% | 0.09% | Q2 2021 | Q3 2023 | 10 |
Facet Wealth, Inc. | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
COMMONWEALTH EQUITY SERVICES, LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
IFP Advisors, Inc | 10 | 10 | 0.01% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Robertson Stephens Wealth Management, LLC | 10 | 10 | 0.33% | 0.43% | 0.59% | Q2 2021 | Q3 2023 | 10 |
1900 WEALTH MANAGEMENT LLC | 10 | 10 | 0.52% | 0.57% | 0.62% | Q2 2021 | Q3 2023 | 10 |
ROYAL BANK OF CANADA | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Laird Norton Wetherby Wealth Management, LLC | 10 | 10 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Annandale Capital, LLC | 10 | 10 | 0.12% | 0.18% | 0.22% | Q2 2021 | Q3 2023 | 10 |
WELLS FARGO & COMPANY/MN | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Bridgewater Advisors Inc. | 10 | 10 | 0.29% | 0.48% | 0.70% | Q2 2021 | Q3 2023 | 10 |
WoodTrust Financial Corp | 10 | 10 | 0.09% | 0.19% | 1.05% | Q2 2021 | Q3 2023 | 10 |
SMITH CHAS P & ASSOCIATES PA CPAS | 10 | 10 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
LBMC INVESTMENT ADVISORS, LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
JFS WEALTH ADVISORS, LLC | 10 | 10 | 0.10% | 0.12% | 0.20% | Q2 2021 | Q3 2023 | 10 |
Asset Dedication, LLC | 10 | 10 | 4.48% | 6.18% | 7.27% | Q2 2021 | Q3 2023 | 10 |
TRUIST FINANCIAL CORP | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
BRIGHTON JONES LLC | 10 | 10 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Tortoise Investment Management, LLC | 10 | 10 | 0.01% | 0.02% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Raymond James Financial Services Advisors, Inc. | 10 | 10 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q3 2023 | 10 |
ASPIRIANT, LLC | 10 | 10 | 0.35% | 0.44% | 0.52% | Q2 2021 | Q3 2023 | 10 |
Versant Capital Management, Inc | 10 | 10 | 0.41% | 0.45% | 0.48% | Q3 2021 | Q4 2023 | 10 |
MONETA GROUP INVESTMENT ADVISORS LLC | 10 | 10 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
ASSETMARK, INC | 10 | 10 | 0.03% | 0.05% | 0.09% | Q2 2021 | Q3 2023 | 10 |
Equitable Holdings, Inc. | 10 | 10 | 0.04% | 0.09% | 0.14% | Q2 2021 | Q3 2023 | 10 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 10 | 10 | 0.10% | 0.12% | 0.18% | Q2 2021 | Q3 2023 | 10 |
Murphy Pohlad Asset Management LLC | 10 | 10 | 0.28% | 0.30% | 0.32% | Q2 2021 | Q3 2023 | 10 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 10 | 10 | 8.29% | 10.03% | 12.10% | Q2 2021 | Q3 2023 | 10 |
Lutz Financial Services LLC | 10 | 10 | 0.73% | 0.80% | 0.88% | Q2 2021 | Q3 2023 | 10 |
MISSION WEALTH MANAGEMENT, LP | 10 | 10 | 0.04% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 10 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 10 | 10 | 1.16% | 1.24% | 1.39% | Q2 2021 | Q3 2023 | 10 |
Willow Creek Wealth Management Inc. | 10 | 10 | 11.07% | 13.12% | 16.04% | Q2 2021 | Q3 2023 | 10 |
Integrated Advisors Network LLC | 10 | 10 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
FMR LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Sand Hill Global Advisors, LLC | 10 | 10 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Evensky & Katz LLC | 10 | 10 | 0.27% | 0.38% | 0.84% | Q2 2021 | Q3 2023 | 10 |
Tradition Wealth Management, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 10 | 10 | 0.01% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 10 |
PrairieView Partners, LLC | 10 | 10 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
US BANCORP \DE\ | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
GREENLEAF TRUST | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Running Point Capital Advisors, LLC | 10 | 10 | 0.16% | 0.16% | 0.19% | Q2 2021 | Q3 2023 | 10 |
Diversified Portfolios, Inc. | 10 | 10 | 0.68% | 0.97% | 1.57% | Q2 2021 | Q3 2023 | 10 |
MITCHELL CAPITAL MANAGEMENT CO | 10 | 10 | 0.06% | 0.06% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Modera Wealth Management, LLC | 10 | 10 | 0.78% | 1.92% | 2.56% | Q2 2021 | Q3 2023 | 10 |
Providence Capital Advisors, LLC | 10 | 10 | 0.02% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Abacus Wealth Partners, LLC | 10 | 10 | 18.19% | 25.61% | 32.17% | Q2 2021 | Q3 2023 | 10 |
ENVESTNET ASSET MANAGEMENT INC | 10 | 10 | 0.04% | 0.06% | 0.07% | 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% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Larson Financial Group LLC | 10 | 10 | 1.52% | 1.80% | 2.16% | Q2 2021 | Q3 2023 | 10 |
MATHER GROUP, LLC. | 10 | 10 | 0.02% | 0.15% | 0.26% | Q2 2021 | Q3 2023 | 10 |
WHITTIER TRUST CO | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
COLLECTIVE FAMILY OFFICE LLC | 10 | 10 | 0.10% | 0.11% | 0.13% | Q2 2021 | Q3 2023 | 10 |
OSAIC HOLDINGS, INC. | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Carlson Capital Management | 10 | 10 | 2.11% | 2.81% | 4.72% | Q2 2021 | Q3 2023 | 10 |
Cetera Advisor Networks LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Merriman Wealth Management, LLC | 10 | 10 | 2.10% | 8.00% | 13.48% | Q2 2021 | Q3 2023 | 10 |
Cambridge Investment Research Advisors, Inc. | 10 | 10 | 0.01% | 0.04% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Gradient Investments LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Joel Isaacson & Co., LLC | 10 | 10 | 1.48% | 1.60% | 1.81% | Q2 2021 | Q3 2023 | 10 |
Foster Group, Inc. | 10 | 10 | 1.50% | 2.13% | 3.38% | Q2 2021 | Q3 2023 | 10 |
Sensible Financial Planning & Management, LLC. | 10 | 10 | 0.19% | 1.24% | 1.68% | Q2 2021 | Q3 2023 | 10 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 10 | 10 | 0.08% | 0.10% | 0.17% | Q2 2021 | Q3 2023 | 10 |
D.A. DAVIDSON & CO. | 10 | 10 | 0.02% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Savant Capital, LLC | 10 | 10 | 3.38% | 4.26% | 5.73% | Q2 2021 | Q3 2023 | 10 |
SOUNDMARK WEALTH MANAGEMENT, LLC | 10 | 10 | 2.17% | 2.43% | 2.86% | Q2 2021 | Q3 2023 | 10 |
Orion Portfolio Solutions, LLC | 10 | 10 | 0.03% | 0.07% | 0.09% | Q2 2021 | Q3 2023 | 10 |
Klingman & Associates, LLC | 10 | 10 | 0.23% | 0.25% | 0.28% | Q2 2021 | Q3 2023 | 10 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Gibson Capital, LLC | 10 | 10 | 1.18% | 1.25% | 1.36% | Q2 2021 | Q3 2023 | 10 |
Center for Financial Planning, Inc. | 10 | 10 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Evanson Asset Management, LLC | 10 | 10 | 4.87% | 5.17% | 5.51% | Q2 2021 | Q3 2023 | 10 |
Mine & Arao Wealth Creation & Management, LLC. | 10 | 10 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q3 2023 | 10 |
PNC FINANCIAL SERVICES GROUP, INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Moisand Fitzgerald Tamayo, LLC | 10 | 10 | 2.23% | 3.05% | 4.52% | Q2 2021 | Q3 2023 | 10 |
Private Ocean, LLC | 10 | 10 | 0.01% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Cetera Investment Advisers | 10 | 10 | 0.09% | 0.13% | 0.16% | Q2 2021 | Q3 2023 | 10 |
STALEY CAPITAL ADVISERS INC | 10 | 10 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Mariner, LLC | 10 | 10 | 0.01% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Dakota Wealth Management | 10 | 10 | 0.04% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 10 |
FIFTH THIRD BANCORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Hill Investment Group Partners, LLC | 10 | 10 | 5.00% | 12.48% | 28.79% | Q2 2021 | Q3 2023 | 10 |
Creative Planning | 10 | 10 | 0.55% | 0.68% | 0.87% | Q2 2021 | Q3 2023 | 10 |
Falcon Wealth Planning | 10 | 10 | 0.15% | 0.21% | 0.28% | Q2 2021 | Q3 2023 | 10 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10 | 10 | 1.48% | 1.53% | 1.58% | Q2 2021 | Q3 2023 | 10 |
ATLAS CAPITAL ADVISORS LLC | 10 | 10 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
LINCOLN NATIONAL CORP | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10 | 10 | 0.07% | 0.10% | 0.19% | Q2 2021 | Q3 2023 | 10 |
CWA Asset Management Group, LLC | 10 | 10 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 10 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 10 | 10 | 0.01% | 0.02% | 0.06% | Q2 2021 | Q3 2023 | 10 |
AVANTAX ADVISORY SERVICES, INC. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Gradient Capital Advisors, LLC | 10 | 10 | 1.94% | 2.36% | 2.90% | Q2 2021 | Q3 2023 | 10 |
Annapolis Financial Services, LLC | 10 | 10 | 0.83% | 0.97% | 1.25% | Q2 2021 | Q3 2023 | 10 |
JNBA Financial Advisors | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Kestra Advisory Services, LLC | 10 | 10 | 0.03% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 10 |
MERCER GLOBAL ADVISORS INC /ADV | 10 | 10 | 0.45% | 0.55% | 0.64% | Q2 2021 | Q3 2023 | 10 |
Strategic Financial Services, Inc, | 10 | 10 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2023 | 10 |
MBM Wealth Consultants, LLC | 10 | 10 | 0.14% | 0.15% | 0.16% | Q2 2021 | Q3 2023 | 10 |
TFO Wealth Partners, LLC | 10 | 10 | 1.60% | 3.95% | 4.39% | Q2 2021 | Q3 2023 | 10 |
TCI Wealth Advisors, Inc. | 10 | 10 | 3.22% | 3.98% | 5.16% | Q2 2021 | Q3 2023 | 10 |
Verdence Capital Advisors LLC | 10 | 10 | 0.58% | 0.64% | 0.73% | Q2 2021 | Q3 2023 | 10 |
Steward Partners Investment Advisory, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
CENTRAL TRUST Co | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Plancorp, LLC | 10 | 10 | 4.21% | 4.92% | 6.25% | Q2 2021 | Q3 2023 | 10 |
Capital Investment Advisors, LLC | 10 | 10 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2023 | 10 |
WEDBUSH SECURITIES INC | 6 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 9 |
REGIONS FINANCIAL CORP | 9 | 9 | 0.05% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Safeguard Investment Advisory Group, LLC | 6 | 3 | 0.36% | 0.96% | 1.99% | Q2 2021 | Q3 2023 | 9 |
Watchman Group, Inc. | 9 | 9 | 0.12% | 6.10% | 9.98% | Q3 2021 | Q3 2023 | 9 |
Cresset Asset Management, LLC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Jentner Corp | 6 | 3 | 1.41% | 1.76% | 2.04% | Q2 2021 | Q3 2023 | 9 |
Advisory Services & Investments, LLC | 9 | 9 | 0.56% | 0.71% | 0.89% | Q3 2021 | Q3 2023 | 9 |
Sandy Spring Bank | 6 | 3 | 0.19% | 0.26% | 0.33% | Q2 2021 | Q3 2023 | 9 |
Global Retirement Partners, LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Sigma Planning Corp | 9 | 9 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q2 2023 | 9 |
Truepoint, Inc. | 9 | 9 | 2.44% | 3.42% | 4.38% | Q3 2021 | Q3 2023 | 9 |
Glassman Wealth Services | 6 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 9 |
Measured Wealth Private Client Group, LLC | 6 | 3 | 0.58% | 0.62% | 0.66% | Q2 2021 | Q3 2023 | 9 |
BANK OF MONTREAL /CAN/ | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Oakworth Capital, Inc. | 6 | 3 | 0.02% | 0.04% | 0.10% | Q2 2021 | Q3 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 9 |
EXENCIAL WEALTH ADVISORS, LLC | 8 | 1 | 0.10% | 0.13% | 0.17% | Q2 2021 | Q3 2023 | 9 |
WestHill Financial Advisors, Inc. | 9 | 9 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Veritable, L.P. | 9 | 9 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2023 | 9 |
Zhang Financial LLC | 6 | 3 | 0.12% | 0.18% | 0.26% | Q2 2021 | Q3 2023 | 9 |
Patriot Financial Group Insurance Agency, LLC | 9 | 9 | 0.20% | 0.35% | 0.46% | Q3 2021 | Q3 2023 | 9 |
Pacifica Partners Inc. | 9 | 9 | 0.10% | 0.17% | 0.22% | Q4 2021 | Q4 2023 | 9 |
Five Oceans Advisors | 9 | 9 | 0.26% | 0.36% | 0.47% | Q3 2021 | Q3 2023 | 9 |
BANK OF AMERICA CORP /DE/ | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Addison Advisors LLC | 9 | 9 | 0.01% | 0.33% | 0.50% | Q3 2021 | Q3 2023 | 9 |
TIAA, FSB | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 9 |
AdvisorNet Financial, Inc | 9 | 9 | 0.04% | 0.22% | 0.63% | Q3 2021 | Q3 2023 | 9 |
Rehmann Capital Advisory Group | 9 | 9 | 0.02% | 0.11% | 0.15% | Q3 2021 | Q3 2023 | 9 |
Ellenbecker Investment Group | 9 | 9 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q3 2023 | 9 |
SAX WEALTH ADVISORS, LLC | 9 | 9 | 6.19% | 7.06% | 7.73% | Q3 2021 | Q3 2023 | 9 |
NORTHWEST WEALTH MANAGEMENT, LLC | 6 | 3 | 1.15% | 2.16% | 2.73% | Q2 2021 | Q3 2023 | 9 |
PBMares Wealth Management LLC | 6 | 3 | 6.21% | 6.94% | 8.82% | Q2 2021 | Q3 2023 | 9 |
Integrated Wealth Concepts LLC | 6 | 3 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 9 |
Dorsey & Whitney Trust CO LLC | 9 | 9 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Private Advisor Group, LLC | 6 | 3 | 0.00% | 0.02% | 0.07% | Q2 2021 | Q3 2023 | 9 |
Relaxing Retirement Coach | 9 | 9 | 4.87% | 5.53% | 6.15% | Q2 2021 | Q2 2023 | 9 |
Apella Capital, LLC | 3 | 3 | 1.10% | 2.86% | 4.27% | Q2 2021 | Q4 2023 | 9 |
HARBOUR INVESTMENTS, INC. | 6 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Janney Montgomery Scott LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
LPL Financial LLC | 6 | 3 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 9 |
Wealthcare Advisory Partners LLC | 6 | 3 | 0.02% | 0.04% | 0.08% | Q2 2021 | Q3 2023 | 9 |
BLAIR WILLIAM & CO/IL | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Verus Financial Partners, Inc. | 6 | 3 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 9 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 9 | 9 | 0.06% | 0.06% | 0.07% | Q3 2021 | Q3 2023 | 9 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 9 | 9 | 0.05% | 0.09% | 0.15% | Q3 2021 | Q3 2023 | 9 |
Exeter Financial, LLC | 9 | 9 | 0.18% | 0.20% | 0.22% | Q3 2021 | Q3 2023 | 9 |
Fort Point Capital Partners LLC | 9 | 9 | 0.07% | 0.09% | 0.10% | Q3 2021 | Q3 2023 | 9 |
AE Wealth Management LLC | 6 | 3 | 0.00% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 9 |
SITTNER & NELSON, LLC | 9 | 9 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 9 |
IAG Wealth Partners, LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Landmark Financial Advisors, LLC | 8 | 8 | 0.57% | 3.40% | 4.41% | Q4 2021 | Q3 2023 | 8 |
Rather & Kittrell, Inc. | 8 | 8 | 2.67% | 4.81% | 6.93% | Q4 2021 | Q3 2023 | 8 |
Efficient Advisors, LLC | 8 | 8 | 0.02% | 0.13% | 0.30% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Curi Wealth Management, LLC | 8 | 8 | 0.02% | 0.10% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 7.87% | 9.75% | 11.30% | Q4 2021 | Q3 2023 | 8 |
Wealthstream Advisors, Inc. | 8 | 8 | 2.11% | 2.99% | 3.73% | Q4 2021 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 1.24% | 1.32% | 1.46% | Q4 2021 | Q3 2023 | 8 |
TRIAD FINANCIAL ADVISORS, INC. | 8 | 8 | 0.52% | 0.70% | 0.83% | Q4 2021 | Q3 2023 | 8 |
RTD Financial Advisors, Inc. | 8 | 8 | 0.59% | 0.61% | 0.64% | Q4 2021 | Q3 2023 | 8 |
DOPKINS WEALTH MANAGEMENT, LLC | 8 | 8 | 12.65% | 13.77% | 15.67% | Q4 2021 | Q3 2023 | 8 |
OXFORD FINANCIAL GROUP, LTD. LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2023 | 8 |
Sequoia Financial Advisors, LLC | 8 | 8 | 0.43% | 0.52% | 0.67% | Q4 2021 | Q3 2023 | 8 |
Intelligent Financial Strategies | 8 | 8 | 0.06% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 8 |
BCR Wealth Strategies, LLC | 8 | 8 | 0.46% | 0.51% | 0.58% | Q4 2021 | Q3 2023 | 8 |
EP Wealth Advisors, LLC | 7 | 1 | 0.20% | 0.68% | 0.85% | Q2 2021 | Q3 2023 | 8 |
Schubert & Co | 8 | 8 | 1.13% | 1.78% | 2.50% | Q4 2021 | Q3 2023 | 8 |
Austin Asset Management Co Inc | 8 | 8 | 2.43% | 2.77% | 3.11% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.02% | 0.05% | 0.10% | Q4 2021 | Q3 2023 | 8 |
BAYSHORE ASSET MANAGEMENT, LLC | 8 | 8 | 23.21% | 25.77% | 31.02% | Q4 2021 | Q3 2023 | 8 |
Mascoma Wealth Management LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
LIBRA WEALTH LLC | 8 | 8 | 0.41% | 7.36% | 9.33% | Q4 2021 | Q3 2023 | 8 |
Financial Connections Group, Inc. | 8 | 8 | 0.01% | 0.90% | 3.19% | Q4 2021 | Q3 2023 | 8 |
Greenline Partners, LLC | 8 | 8 | 0.06% | 0.09% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Index Fund Advisors, Inc. | 8 | 8 | 24.13% | 25.74% | 29.82% | Q4 2021 | Q3 2023 | 8 |
WMG Financial Advisors, LLC | 8 | 8 | 0.57% | 0.93% | 1.36% | Q4 2021 | Q3 2023 | 8 |
Cerity Partners LLC | 8 | 8 | 0.00% | 0.53% | 3.35% | Q4 2021 | Q3 2023 | 8 |
CLARIS ADVISORS, LLC / MO / | 8 | 8 | 2.38% | 3.31% | 4.18% | Q4 2021 | Q3 2023 | 8 |
Total Wealth Planning, LLC | 7 | 1 | 0.36% | 0.52% | 0.73% | Q3 2021 | Q3 2023 | 8 |
Lauterbach Financial Advisors, LLC | 8 | 8 | 15.29% | 16.43% | 17.77% | Q4 2021 | Q3 2023 | 8 |
Greenspring Advisors, LLC | 8 | 8 | 0.09% | 0.11% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Baldrige Asset Management LLC | 8 | 8 | 0.18% | 0.28% | 0.36% | Q2 2021 | Q1 2023 | 8 |
G2 CAPITAL MANAGEMENT, LLC / OH | 8 | 8 | 3.70% | 4.45% | 5.28% | Q4 2021 | Q3 2023 | 8 |
ML & R WEALTH MANAGEMENT LLC | 8 | 8 | 8.42% | 10.93% | 13.48% | Q4 2021 | Q3 2023 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 3.07% | 5.96% | 10.68% | Q4 2021 | Q3 2023 | 8 |
Pinnacle Bancorp, Inc. | 5 | 3 | 0.25% | 0.27% | 0.30% | Q3 2021 | Q3 2023 | 8 |
RS CRUM INC. | 8 | 8 | 2.39% | 3.71% | 4.86% | Q4 2021 | Q3 2023 | 8 |
CAPITAL PERFORMANCE ADVISORS LLP | 8 | 8 | 19.14% | 20.23% | 21.48% | Q4 2021 | Q3 2023 | 8 |
C M BIDWELL & ASSOCIATES LTD | 8 | 8 | 0.00% | 0.08% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Nicholas Hoffman & Company, LLC. | 8 | 8 | 0.03% | 0.05% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Stone Point Wealth LLC | 8 | 8 | 0.12% | 0.15% | 0.23% | Q4 2021 | Q3 2023 | 8 |
LIBERTY WEALTH MANAGEMENT LLC | 3 | 2 | 0.03% | 1.17% | 2.52% | Q2 2021 | Q3 2023 | 8 |
KRAFT ASSET MANAGEMENT, LLC | 8 | 8 | 23.11% | 26.25% | 31.58% | Q4 2021 | Q3 2023 | 8 |
Heritage Investment Group, Inc. | 8 | 8 | 0.42% | 0.82% | 1.60% | Q4 2021 | Q3 2023 | 8 |
STEPH & CO | 5 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 8 |
Clarus Wealth Advisors | 5 | 3 | 0.12% | 0.33% | 0.45% | Q2 2021 | Q2 2023 | 8 |
BlueSky Wealth Advisors, LLC | 8 | 8 | 2.00% | 2.28% | 2.45% | Q4 2021 | Q3 2023 | 8 |
Intrua Financial, LLC | 8 | 8 | 0.06% | 0.06% | 0.08% | Q2 2021 | Q1 2023 | 8 |
Silver Oak Advisory Group, Inc. | 8 | 8 | 0.26% | 0.27% | 0.28% | Q4 2021 | Q3 2023 | 8 |
ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 8 | 8 | 9.77% | 10.19% | 10.80% | Q4 2021 | Q3 2023 | 8 |
Beacon Pointe Advisors, LLC | 8 | 8 | 0.01% | 0.11% | 0.16% | Q4 2021 | Q3 2023 | 8 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 8 | 8 | 6.68% | 8.65% | 11.57% | Q4 2021 | Q3 2023 | 8 |
Conrad Siegel Investment Advisors, Inc. | 8 | 8 | 0.19% | 0.31% | 0.35% | Q4 2021 | Q3 2023 | 8 |
Investors Research Corp | 6 | 2 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
RESOURCE CONSULTING GROUP INC | 8 | 8 | 14.05% | 20.14% | 27.69% | Q4 2021 | Q3 2023 | 8 |
Henrickson Nauta Wealth Advisors, Inc. | 8 | 8 | 5.49% | 5.77% | 6.17% | Q4 2021 | Q3 2023 | 8 |
TCWP LLC | 8 | 8 | 0.10% | 0.14% | 0.41% | Q4 2021 | Q3 2023 | 8 |
TAGStone Capital, Inc. | 8 | 8 | 1.85% | 2.04% | 2.27% | Q4 2021 | Q3 2023 | 8 |
Compass Advisory Group LLC | 8 | 8 | 4.43% | 4.82% | 5.19% | Q4 2021 | Q3 2023 | 8 |
JACKSON THORNTON ASSET MANAGEMENT, LLC | 8 | 8 | 24.48% | 27.06% | 32.78% | Q4 2021 | Q3 2023 | 8 |
MONOGRAPH WEALTH ADVISORS, LLC | 8 | 8 | 3.93% | 4.98% | 5.86% | Q4 2021 | Q3 2023 | 8 |
Disciplined Equity Management, Inc. | 8 | 8 | 12.18% | 13.15% | 15.24% | Q4 2021 | Q3 2023 | 8 |
BRIGGS ADVISORY GROUP, INC. | 8 | 8 | 0.66% | 1.39% | 1.94% | Q4 2021 | Q3 2023 | 8 |
WorthPointe, LLC | 8 | 8 | 1.39% | 1.67% | 2.14% | Q4 2021 | Q3 2023 | 8 |
Shearwater Capital LLC | 8 | 8 | 3.60% | 3.95% | 4.25% | Q4 2021 | Q3 2023 | 8 |
Cypress Point Wealth Management, LLC | 6 | 2 | 0.01% | 4.19% | 9.76% | Q2 2021 | Q3 2023 | 8 |
Fortress Wealth Management, Inc. | 8 | 8 | 0.18% | 0.55% | 0.80% | Q4 2021 | Q3 2023 | 8 |
MBB PUBLIC MARKETS I LLC | 8 | 8 | 0.48% | 1.63% | 3.60% | Q4 2021 | Q3 2023 | 8 |
SC&H Financial Advisors, Inc. | 8 | 8 | 0.13% | 0.67% | 1.02% | Q4 2021 | Q3 2023 | 8 |
GRAND WEALTH MANAGEMENT, LLC | 8 | 8 | 0.98% | 1.30% | 1.56% | Q4 2021 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 1.79% | 1.92% | 2.14% | Q4 2021 | Q3 2023 | 8 |
Steward Financial Group LLC | 8 | 8 | 4.40% | 7.27% | 11.02% | Q4 2021 | Q3 2023 | 8 |
NCM Capital Management, LLC | 8 | 8 | 0.33% | 0.38% | 0.50% | Q4 2021 | Q3 2023 | 8 |
Investmark Advisory Group LLC | 8 | 8 | 0.26% | 0.77% | 1.00% | Q4 2021 | Q3 2023 | 8 |
Helen Stephens Group, LLC | 8 | 8 | 0.13% | 0.27% | 0.57% | Q4 2021 | Q3 2023 | 8 |
KEB ASSET MANAGEMENT, LLC | 8 | 8 | 11.97% | 14.06% | 16.20% | Q4 2021 | Q3 2023 | 8 |
BAKER BOYER NATIONAL BANK | 6 | 1 | 0.09% | 0.15% | 0.17% | Q2 2021 | Q3 2023 | 8 |
ShankerValleau Wealth Advisors, Inc. | 8 | 8 | 4.86% | 5.24% | 5.80% | Q4 2021 | Q3 2023 | 8 |
Hemington Wealth Management | 7 | 1 | 0.12% | 0.27% | 0.57% | Q3 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.26% | 0.42% | 0.64% | Q4 2021 | Q3 2023 | 8 |
Dynamic Advisor Solutions LLC | 6 | 1 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 8 |
Cassady Schiller Wealth Management, LLC | 8 | 8 | 0.78% | 0.89% | 1.05% | Q4 2021 | Q3 2023 | 8 |
Mattern Wealth Management LLC | 8 | 8 | 0.54% | 2.04% | 3.56% | Q4 2021 | Q3 2023 | 8 |
JPMORGAN CHASE & CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Burleson & Company, LLC | 7 | 7 | 0.07% | 0.09% | 0.12% | Q2 2021 | Q4 2022 | 7 |
BetterWealth, LLC | 6 | 1 | 1.40% | 2.32% | 5.59% | Q4 2021 | Q3 2023 | 7 |
NorthRock Partners, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q4 2022 | 7 |
Rockwood Wealth Management, LLC | 7 | 7 | 0.14% | 0.23% | 0.43% | Q1 2022 | Q3 2023 | 7 |
Rise Advisors, LLC | 7 | 7 | 3.67% | 4.33% | 5.14% | Q1 2022 | Q3 2023 | 7 |
JANE STREET GROUP, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
CVA Family Office, LLC | 7 | 7 | 0.12% | 0.13% | 0.14% | Q1 2022 | Q3 2023 | 7 |
TRUSTCORE FINANCIAL SERVICES, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
ANGELES WEALTH MANAGEMENT, LLC | 7 | 7 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
MARYLAND CAPITAL ADVISORS INC. | 7 | 7 | 0.10% | 0.71% | 1.08% | Q1 2022 | Q3 2023 | 7 |
Level Financial Advisors | 6 | 1 | 2.00% | 2.34% | 3.14% | Q4 2021 | Q3 2023 | 7 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 7 | 7 | 0.35% | 0.88% | 1.47% | Q1 2022 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 7 |
Geneos Wealth Management Inc. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
PARAGON FINANCIAL PARTNERS, INC. | 4 | 3 | 0.20% | 0.22% | 0.25% | Q4 2021 | Q3 2023 | 7 |
Applied Capital LLC | 7 | 7 | 1.12% | 1.46% | 1.75% | Q1 2022 | Q3 2023 | 7 |
Ironwood Financial, llc | 4 | 3 | 0.06% | 0.06% | 0.07% | Q2 2021 | Q3 2023 | 7 |
Chicago Partners Investment Group LLC | 7 | 7 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Betterment LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 7 |
Gryphon Financial Partners LLC | 7 | 7 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Visionary Wealth Advisors | 4 | 3 | 0.05% | 0.55% | 0.94% | Q2 2021 | Q3 2023 | 7 |
Rockefeller Capital Management L.P. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Concord Wealth Partners | 6 | 1 | 0.00% | 0.03% | 0.07% | Q4 2021 | Q3 2023 | 7 |
Geometric Wealth Advisors | 6 | 1 | 0.11% | 0.18% | 0.50% | Q4 2021 | Q3 2023 | 7 |
Planning Center, Inc. | 6 | 1 | 4.98% | 5.52% | 6.41% | Q4 2021 | Q3 2023 | 7 |
Stratos Wealth Partners, LTD. | 7 | 7 | 0.01% | 0.09% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Rappaport Reiches Capital Management, LLC | 7 | 7 | 0.11% | 0.21% | 0.26% | Q1 2022 | Q3 2023 | 7 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
CGN Advisors LLC | 5 | 2 | 0.03% | 0.07% | 0.10% | Q2 2021 | Q3 2023 | 7 |
TOWNSQUARE CAPITAL LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Advisory Alpha, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q2 2023 | 7 |
Bromfield Sneider Wealth Advisors | 7 | 7 | 0.12% | 0.31% | 0.46% | Q2 2022 | Q4 2023 | 7 |
Personal Capital Advisors Corp | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
COMMERCE BANK | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Evolution Advisers, Inc. | 7 | 7 | 0.00% | 0.00% | 0.03% | Q1 2022 | Q3 2023 | 7 |
RFG Advisory, LLC | 7 | 7 | 0.26% | 0.28% | 0.31% | Q1 2022 | Q3 2023 | 7 |
Warwick Investment Management, Inc. | 5 | 2 | 0.27% | 0.31% | 0.37% | Q4 2021 | Q3 2023 | 7 |
FIRST MANHATTAN CO. LLC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
Laurel Wealth Advisors, Inc. | 7 | 7 | 0.03% | 0.05% | 0.08% | Q2 2021 | Q4 2022 | 7 |
GLENMEDE TRUST CO NA | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
Certified Advisory Corp | 7 | 7 | 0.33% | 0.42% | 0.54% | Q1 2022 | Q3 2023 | 7 |
Syverson Strege & Co | 6 | 6 | 0.08% | 0.12% | 0.15% | Q2 2022 | Q3 2023 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
REGENTATLANTIC CAPITAL LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2022 | 6 |
Radnor Financial Advisors, LLC | 6 | 6 | 6.23% | 6.74% | 7.31% | Q2 2021 | Q3 2022 | 6 |
Live Oak Private Wealth LLC | 6 | 6 | 0.35% | 0.38% | 0.41% | Q2 2022 | Q3 2023 | 6 |
Covington Capital Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
American Portfolios Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Bellwether Advisors, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 6 |
PATHSTONE FAMILY OFFICE, LLC | 6 | 6 | 0.13% | 0.25% | 0.31% | Q2 2022 | Q3 2023 | 6 |
Financial Engines Advisors L.L.C. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 6 |
Spire Wealth Management | 6 | 6 | 0.27% | 0.30% | 0.33% | Q2 2022 | Q3 2023 | 6 |
AMARILLO NATIONAL BANK | 6 | 6 | 0.05% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Tower Research Capital LLC (TRC) | 3 | 1 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 6 |
Global Trust Asset Management, LLC | 6 | 6 | 0.06% | 0.19% | 0.24% | Q2 2022 | Q3 2023 | 6 |
City State Bank | 5 | 1 | 0.95% | 1.74% | 2.01% | Q4 2021 | Q3 2023 | 6 |
Summit Financial Strategies, Inc. | 5 | 1 | 0.05% | 0.08% | 0.10% | Q2 2021 | Q3 2023 | 6 |
VALLEY NATIONAL ADVISERS INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
CONSILIO WEALTH ADVISORS, LLC | 6 | 6 | 0.52% | 5.91% | 8.08% | Q4 2021 | Q1 2023 | 6 |
FORVIS Wealth Advisors, LLC | 6 | 6 | 1.31% | 1.34% | 1.40% | Q2 2022 | Q3 2023 | 6 |
Sanctuary Wealth Management, L.L.C. | 3 | 1 | 0.34% | 0.88% | 1.15% | Q1 2010 | Q3 2023 | 6 |
AlphaCore Capital LLC | 6 | 6 | 0.01% | 0.02% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Secure Asset Management, LLC | 6 | 6 | 0.12% | 0.16% | 0.22% | Q2 2022 | Q3 2023 | 6 |
Marcum Wealth, LLC | 6 | 6 | 0.22% | 0.24% | 0.26% | Q2 2022 | Q3 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Quantum Financial Advisors, LLC | 6 | 6 | 4.75% | 5.82% | 7.30% | Q2 2022 | Q3 2023 | 6 |
WIPFLI FINANCIAL ADVISORS LLC, | 6 | 6 | 3.73% | 6.49% | 8.58% | Q2 2021 | Q3 2022 | 6 |
tru Independence LLC | 6 | 6 | 0.55% | 0.71% | 0.91% | Q2 2022 | Q3 2023 | 6 |
Renaissance Technologies | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
CASTLE WEALTH MANAGEMENT LLC | 6 | 6 | 0.08% | 0.17% | 0.22% | Q2 2022 | Q3 2023 | 6 |
BOK Financial Private Wealth, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
McClarren Financial Advisors, Inc. | 5 | 1 | 0.03% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 6 |
DOWLING & YAHNKE LLC | 6 | 6 | 2.40% | 2.62% | 2.79% | Q2 2021 | Q3 2022 | 6 |
CPWM, LLC | 6 | 6 | 0.13% | 0.25% | 0.30% | Q2 2021 | Q3 2022 | 6 |
TOBIAS FINANCIAL ADVISORS, INC. | 6 | 6 | 0.26% | 0.39% | 0.74% | Q2 2022 | Q3 2023 | 6 |
BALASA DINVERNO & FOLTZ LLC | 6 | 6 | 1.96% | 2.70% | 3.23% | Q2 2021 | Q3 2022 | 6 |
Parallel Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
EVOKE WEALTH, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 6 |
SIGNATUREFD, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2022 | 5 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 5 |
MAI Capital Management | 5 | 5 | 0.08% | 0.09% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Confluence Wealth Services, Inc. | 5 | 5 | 0.13% | 0.40% | 0.53% | Q3 2022 | Q3 2023 | 5 |
Quantitative Advantage, LLC | 5 | 5 | 7.55% | 8.11% | 8.70% | Q4 2021 | Q4 2022 | 5 |
Castleview Partners, LLC | 4 | 1 | 0.00% | 0.01% | 0.05% | Q2 2022 | Q3 2023 | 5 |
Arete Wealth Advisors, LLC | 5 | 5 | 0.11% | 0.14% | 0.18% | Q2 2021 | Q2 2022 | 5 |
B.O.S.S. Retirement Advisors, LLC | 5 | 5 | 0.06% | 0.08% | 0.11% | Q4 2022 | Q4 2023 | 5 |
Asio Capital, LLC | 4 | 1 | 0.01% | 1.19% | 1.87% | Q1 2022 | Q2 2023 | 5 |
DBK Financial Counsel, LLC | 5 | 5 | 0.43% | 0.48% | 0.58% | Q3 2022 | Q3 2023 | 5 |
Passive Capital Management, LLC. | 4 | 1 | 2.18% | 2.44% | 2.84% | Q4 2021 | Q1 2023 | 5 |
PARK AVENUE SECURITIES LLC | 5 | 5 | 0.00% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
BROWN ADVISORY INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Red Tortoise LLC | 4 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2023 | 5 |
Intersect Capital LLC | 5 | 5 | 1.47% | 1.67% | 1.86% | Q2 2021 | Q2 2022 | 5 |
Balboa Wealth Partners | 5 | 5 | 0.15% | 0.17% | 0.19% | Q3 2022 | Q3 2023 | 5 |
Equius Partners, Inc. | 5 | 5 | 28.14% | 35.14% | 44.16% | Q4 2021 | Q4 2022 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.07% | 0.08% | 0.10% | Q3 2022 | Q3 2023 | 5 |
IHT Wealth Management, LLC | 4 | 1 | 0.01% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 5 |
Stone Asset Management Inc. | 4 | 1 | 0.28% | 0.39% | 0.79% | Q4 2021 | Q1 2023 | 5 |
Koshinski Asset Management, Inc. | 5 | 5 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q1 2023 | 5 |
RAM Investment Partners, LLC | 5 | 5 | 0.22% | 0.26% | 0.32% | Q4 2022 | Q4 2023 | 5 |
True Link Financial Advisors, LLC | 5 | 5 | 0.03% | 0.05% | 0.06% | Q1 2022 | Q1 2023 | 5 |
Sloy Dahl & Holst, LLC | 5 | 5 | 0.05% | 0.08% | 0.09% | Q3 2021 | Q3 2022 | 5 |
PRIVATE TRUST CO NA | 4 | 1 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 5 |
WEALTHSPAN PARTNERS, LLC | 5 | 5 | 0.25% | 0.57% | 0.72% | Q3 2022 | Q3 2023 | 5 |
Baird Financial Group, Inc. | 5 | 5 | 0.00% | 0.03% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Silicon Hills Wealth Management, LLC | 5 | 5 | 0.33% | 0.40% | 0.58% | Q2 2022 | Q2 2023 | 5 |
BDO Wealth Advisors, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2022 | 5 |
Aviance Capital Partners, LLC | 5 | 5 | 0.31% | 0.51% | 0.58% | Q3 2022 | Q3 2023 | 5 |
Frontier Wealth Management LLC | 5 | 5 | 0.00% | 0.02% | 0.02% | Q2 2021 | Q2 2022 | 5 |
CFS Investment Advisory Services, LLC | 5 | 5 | 0.07% | 0.43% | 0.66% | Q3 2022 | Q3 2023 | 5 |
DAVIS R M INC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
Intergy Private Wealth, LLC | 5 | 5 | 0.37% | 0.42% | 0.49% | Q3 2022 | Q3 2023 | 5 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
WATERSHED PRIVATE WEALTH LLC | 4 | 4 | 2.48% | 2.81% | 3.17% | Q4 2022 | Q3 2023 | 4 |
Vawter Financial, Ltd. | 4 | 4 | 6.29% | 6.62% | 6.94% | Q4 2022 | Q3 2023 | 4 |
Citadel Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 4 |
VISTA CAPITAL PARTNERS, INC. | 4 | 4 | 0.07% | 0.07% | 0.08% | Q2 2021 | Q1 2022 | 4 |
COLUMBIA ADVISORY PARTNERS LLC | 4 | 4 | 0.47% | 0.50% | 0.53% | Q4 2022 | Q3 2023 | 4 |
Meredith Wealth Planning | 4 | 4 | 0.68% | 0.73% | 0.76% | Q4 2022 | Q3 2023 | 4 |
MOTCO | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Pioneer Wealth Management Group | 4 | 4 | 0.64% | 0.85% | 1.25% | Q4 2022 | Q3 2023 | 4 |
Forza Wealth Management, LLC | 4 | 4 | 0.14% | 0.16% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Ridgewood Investments LLC | 3 | 1 | 0.12% | 0.13% | 0.14% | Q4 2021 | Q3 2023 | 4 |
CPA Asset Management LLC | 4 | 4 | 0.48% | 0.49% | 0.49% | Q4 2022 | Q3 2023 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Team Hewins, LLC | 4 | 4 | 10.67% | 20.63% | 24.94% | Q4 2022 | Q3 2023 | 4 |
Surevest, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q3 2021 | Q3 2022 | 4 |
Shira Ridge Wealth Management | 4 | 4 | 2.23% | 2.27% | 2.36% | Q4 2022 | Q3 2023 | 4 |
BESSEMER GROUP INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
NWAM LLC | 3 | 1 | 0.04% | 0.07% | 0.08% | Q2 2022 | Q2 2023 | 4 |
MORRIS FINANCIAL CONCEPTS, INC. | 4 | 4 | 0.04% | 0.18% | 0.30% | Q4 2022 | Q3 2023 | 4 |
PITTENGER & ANDERSON INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Ruedi Wealth Management, Inc. | 4 | 4 | 5.41% | 5.68% | 6.08% | Q4 2022 | Q3 2023 | 4 |
ZACKS INVESTMENT MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Prime Capital Investment Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Lido Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
GPS Wealth Strategies Group, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2022 | 4 |
RF&L WEALTH MANAGEMENT, LLC | 4 | 4 | 12.66% | 12.88% | 13.25% | Q4 2022 | Q3 2023 | 4 |
GEM Asset Management, LLC | 4 | 4 | 0.22% | 0.25% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Strategic Investment Solutions, Inc. /IL | 4 | 4 | 0.80% | 3.32% | 6.41% | Q4 2022 | Q3 2023 | 4 |
BOS Asset Management, LLC | 4 | 4 | 0.31% | 0.46% | 0.55% | Q4 2022 | Q3 2023 | 4 |
MELFA WEALTH MANAGEMENT, INC. | 4 | 4 | 1.18% | 1.27% | 1.33% | Q4 2022 | Q3 2023 | 4 |
McGlone Suttner Wealth Management, Inc. | 4 | 4 | 0.14% | 0.15% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Great Waters Wealth Management | 4 | 4 | 2.51% | 2.88% | 3.35% | Q4 2022 | Q3 2023 | 4 |
Bedel Financial Consulting, Inc. | 4 | 4 | 0.10% | 0.14% | 0.19% | Q3 2022 | Q2 2023 | 4 |
Delap Wealth Advisory, LLC | 4 | 4 | 2.19% | 2.39% | 2.60% | Q4 2022 | Q3 2023 | 4 |
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 2.33% | 2.37% | 2.44% | Q4 2022 | Q3 2023 | 4 |
180 WEALTH ADVISORS, LLC | 4 | 4 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
VAN DEN BERG MANAGEMENT I, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
LAM GROUP, INC. | 4 | 4 | 1.43% | 1.46% | 1.50% | Q4 2022 | Q3 2023 | 4 |
Rollins Financial | 4 | 4 | 0.17% | 0.19% | 0.20% | Q4 2022 | Q3 2023 | 4 |
TUCKER ASSET MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
True Wealth Design, LLC | 4 | 4 | 1.39% | 1.68% | 1.96% | Q4 2022 | Q3 2023 | 4 |
Tillman Hartley LLC | 4 | 4 | 6.32% | 6.55% | 6.69% | Q4 2022 | Q3 2023 | 4 |
WPWealth LLP | 4 | 4 | 4.92% | 5.41% | 5.92% | Q4 2022 | Q3 2023 | 4 |
Altiora Financial Group, LLC | 4 | 4 | 2.40% | 2.49% | 2.60% | Q4 2022 | Q3 2023 | 4 |
Financial Alternatives, Inc | 4 | 4 | 0.21% | 0.21% | 0.22% | Q4 2022 | Q3 2023 | 4 |
ADVISOR PARTNERS LLC | 4 | 4 | 0.04% | 0.06% | 0.08% | Q3 2021 | Q2 2022 | 4 |
MOSAIC FAMILY WEALTH PARTNERS, LLC | 4 | 4 | 1.26% | 2.59% | 3.23% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Goldstein Advisors, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
KM Capital Management Ltd. | 4 | 4 | 0.23% | 1.41% | 3.22% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
QUARRY HILL ADVISORS, LLC | 4 | 4 | 1.15% | 1.37% | 1.59% | Q4 2022 | Q3 2023 | 4 |
Gemmer Asset Management LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Olistico Wealth, LLC | 4 | 4 | 0.90% | 0.99% | 1.19% | Q4 2022 | Q3 2023 | 4 |
FinDec Wealth Services, Inc. | 4 | 4 | 3.92% | 4.40% | 4.63% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.03% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Apollon Wealth Management, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Werba Rubin Papier Wealth Management | 4 | 4 | 0.66% | 0.72% | 0.84% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.29% | 0.33% | 0.43% | Q4 2022 | Q3 2023 | 4 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 4 | 4 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q1 2022 | 4 |
Pensionmark Financial Group, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q2 2022 | 4 |
AWM CAPITAL, LLC | 4 | 4 | 0.07% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
BASSO CAPITAL MANAGEMENT, L.P. | 4 | 4 | 0.87% | 0.98% | 1.04% | Q4 2022 | Q3 2023 | 4 |
Arista Wealth Management, LLC | 4 | 4 | 0.17% | 0.21% | 0.26% | Q4 2022 | Q3 2023 | 4 |
LEGACY FINANCIAL GROUP, INC. | 4 | 4 | 3.84% | 4.19% | 4.67% | Q4 2022 | Q3 2023 | 4 |
RGT Wealth Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
CLEAR INVESTMENT RESEARCH, LLC | 4 | 4 | 0.02% | 0.16% | 0.22% | Q4 2022 | Q3 2023 | 4 |
HTG Investment Advisors, Inc. | 4 | 4 | 0.27% | 0.30% | 0.35% | Q4 2022 | Q3 2023 | 4 |
RESOLUTE FINANCIAL, LLC | 3 | 1 | 0.21% | 0.46% | 0.61% | Q4 2021 | Q4 2022 | 4 |
Valmark Advisers, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Meritas Wealth Management, LLC | 4 | 4 | 22.26% | 22.58% | 23.01% | Q4 2022 | Q3 2023 | 4 |
Better Money Decisions, LLC | 3 | 3 | 0.34% | 0.56% | 0.84% | Q1 2023 | Q3 2023 | 3 |
Aptus Capital Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
InterOcean Capital Group, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q4 2022 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 3 |
DFPG INVESTMENTS, LLC | 3 | 3 | 0.07% | 0.12% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Bank of New York Mellon Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Valeo Financial Advisors, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q4 2021 | 3 |
Avondale Wealth Management | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Caprock Group, LLC | 3 | 3 | 0.02% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
SILVER OAK SECURITIES, INCORPORATED | 2 | 1 | 0.05% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 3 |
Vivaldi Capital Management LP | 3 | 3 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q4 2022 | 3 |
Waypoint Capital Advisors, LLC | 3 | 3 | 0.11% | 0.14% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 3 | 0.01% | 0.12% | 0.35% | Q1 2023 | Q3 2023 | 3 |
CITIGROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 3 |
Revisor Wealth Management LLC | 3 | 3 | 0.30% | 0.32% | 0.33% | Q1 2023 | Q3 2023 | 3 |
FIDUCIENT ADVISORS LLC | 3 | 3 | 0.05% | 0.20% | 0.28% | Q1 2023 | Q3 2023 | 3 |
RMB Capital Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Yoder Wealth Management, Inc. | 3 | 3 | 0.20% | 0.21% | 0.21% | Q1 2023 | Q3 2023 | 3 |
McKinley Carter Wealth Services, Inc. | 3 | 3 | 0.85% | 0.89% | 0.92% | Q1 2023 | Q3 2023 | 3 |
KCM INVESTMENT ADVISORS LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Clearstead Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.76% | 0.96% | 1.08% | Q1 2023 | Q3 2023 | 3 |
Keel Point, LLC | 3 | 3 | 0.08% | 0.18% | 0.22% | Q1 2023 | Q3 2023 | 3 |
HWG Holdings LP | 3 | 3 | 0.06% | 0.07% | 0.07% | Q2 2023 | Q4 2023 | 3 |
Root Financial Partners, LLC | 3 | 3 | 0.67% | 0.83% | 1.01% | Q1 2023 | Q3 2023 | 3 |
BOKF, NA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Keebeck Wealth Management, LLC | 2 | 1 | 0.11% | 0.12% | 0.14% | Q2 2022 | Q3 2023 | 3 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.78% | 0.80% | 0.82% | Q4 2022 | Q3 2023 | 3 |
Resource Management, LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q4 2021 | 3 |
Clark Capital Management Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Allen Capital Group, LLC | 3 | 3 | 0.46% | 0.47% | 0.48% | Q1 2023 | Q3 2023 | 3 |
GenTrust, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Activest Wealth Management | 2 | 1 | 0.88% | 2.50% | 3.56% | Q4 2022 | Q3 2023 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.22% | 0.22% | 0.23% | Q1 2023 | Q3 2023 | 3 |
GOLDMAN SACHS GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Herold Advisors, Inc. | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2022 | Q3 2022 | 3 |
OLIO Financial Planning | 3 | 3 | 0.18% | 0.50% | 0.73% | Q1 2023 | Q3 2023 | 3 |
Lifeworks Advisors, LLC | 3 | 3 | 0.11% | 0.12% | 0.13% | Q1 2023 | Q3 2023 | 3 |
S.A. Mason LLC | 3 | 3 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 3 |
QUADRANT CAPITAL GROUP LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
STUDIO INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.12% | 0.16% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Marquette Asset Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Clear Creek Financial Management, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
25 LLC | 3 | 3 | 0.67% | 0.69% | 0.72% | Q1 2023 | Q3 2023 | 3 |
Aveo Capital Partners, LLC | 2 | 2 | 0.09% | 0.10% | 0.12% | Q4 2021 | Q1 2022 | 2 |
Perigon Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q2 2023 | 2 |
True Capital Management | 2 | 2 | 1.79% | 1.99% | 2.20% | Q4 2022 | Q1 2023 | 2 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 2 |
Cypress Wealth Services, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Momentum Advisors, LLC | 2 | 2 | 0.43% | 0.63% | 0.83% | Q3 2022 | Q4 2022 | 2 |
FinTrust Capital Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
FLOW TRADERS U.S. LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Trellis Wealth Advisors LLC | 2 | 2 | 0.20% | 0.22% | 0.23% | Q4 2022 | Q1 2023 | 2 |
Homrich & Berg | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Rockbridge Investment Management, LCC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Brooklyn FI, LLC | 1 | 1 | 0.19% | 0.20% | 0.21% | Q1 2022 | Q1 2023 | 2 |
Financial Gravity Asset Management, Inc. | 2 | 2 | 0.00% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
DIMENSIONAL FUND ADVISORS LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
McIlrath & Eck, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
HUTCHINSON CAPITAL MANAGEMENT/CA | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q2 2023 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Angeles Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 1.48% | 1.49% | 1.50% | Q2 2023 | Q3 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 10.67% | 11.52% | 12.37% | Q4 2021 | Q1 2022 | 2 |
LEO BROKERAGE, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2021 | Q3 2021 | 2 |
D'Orazio & Associates, Inc. | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q3 2021 | 2 |
Pettinga Financial Advisors LLC | 2 | 2 | 0.10% | 0.11% | 0.13% | Q2 2022 | Q3 2022 | 2 |
TFB Advisors LLC | 2 | 2 | 0.12% | 0.23% | 0.34% | Q2 2023 | Q3 2023 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2021 | 2 |
Walleye Capital LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q1 2023 | 2 |
ENTERPRISE FINANCIAL SERVICES CORP | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Waverly Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
MANAGED ACCOUNT SERVICES INC | 2 | 2 | 1.35% | 1.37% | 1.40% | Q2 2021 | Q3 2021 | 2 |
VANCE WEALTH, INC. | 2 | 2 | 0.10% | 0.13% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Fortis Capital Management LLC | 2 | 2 | 0.24% | 0.26% | 0.27% | Q1 2023 | Q2 2023 | 2 |
JONES FINANCIAL COMPANIES LLLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Liberty Capital Management, Inc. | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Sterling Financial Planning, Inc. | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q3 2021 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 2 |
Blue Trust, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Bragg Financial Advisors, Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
CAMBRIDGE TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Sunflower Bank, N.A. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q4 2021 | 2 |
OLD MISSION CAPITAL LLC | 2 | 2 | 0.08% | 0.10% | 0.12% | Q3 2021 | Q4 2021 | 2 |
TIAA Kaspick, LLC | 2 | 2 | 3.46% | 3.64% | 3.82% | Q2 2021 | Q3 2021 | 2 |
Lauer Wealth, LLC | 2 | 2 | 1.36% | 1.39% | 1.41% | Q2 2023 | Q3 2023 | 2 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
USCA RIA LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bull Oak Capital, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2021 | Q2 2021 | 1 |
Tempus Wealth Planning, LLC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q2 2023 | Q2 2023 | 1 |
Cetera Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
BINGHAM OSBORN & SCARBOROUGH LLC | 1 | 1 | 1.18% | 1.18% | 1.18% | Q3 2021 | Q3 2021 | 1 |
LJI Wealth Management, LLC | 1 | 1 | 0.93% | 0.93% | 0.93% | Q4 2022 | Q4 2022 | 1 |
Corundum Group, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2021 | Q2 2021 | 1 |
STEPHENS INC /AR/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Jacobi Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Lumature Wealth Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LEVEL FOUR ADVISORY SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
GUNN & Co INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Avidian Wealth Solutions, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 12.78% | 12.78% | 12.78% | Q4 2023 | Q4 2023 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
NEXT Financial Group, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PRUDENTIAL FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FDx Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Argent Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Choice Wealth Advisors, LLC | 1 | 1 | 7.58% | 7.58% | 7.58% | Q2 2022 | Q2 2022 | 1 |
Cranbrook Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
55I, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Rooted Wealth Advisors, Inc. | 1 | 1 | 0.95% | 0.95% | 0.95% | Q3 2023 | Q3 2023 | 1 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
Lakeshore Financial Planning, Inc. | 1 | 1 | 8.18% | 8.18% | 8.18% | Q3 2023 | Q3 2023 | 1 |
Windsor Creek Advisors, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2021 | Q4 2021 | 1 |
Clear Perspectives Financial Planning, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
CERTUITY, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Accel Wealth Management | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
TWO SIGMA INVESTMENTS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SBK Financial, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
First Command Bank | 1 | 1 | 0.77% | 0.77% | 0.77% | Q2 2023 | Q2 2023 | 1 |
Your Advocates Ltd., LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Bell Rock Capital LLC | 1 | 1 | 1.93% | 1.93% | 1.93% | Q2 2022 | Q2 2022 | 1 |
STONNINGTON GROUP, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
OPPENHEIMER & CO INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Berman Capital Advisors, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2021 | Q3 2021 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
DUBUQUE BANK & TRUST CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
First Command Financial Services, Inc. | 1 | 1 | 0.77% | 0.77% | 0.77% | Q2 2023 | Q2 2023 | 1 |
Krilogy Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Dougherty Wealth Advisers LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
USAdvisors Wealth Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Align Wealth Management, LLC | 1 | 1 | 7.63% | 7.63% | 7.63% | Q4 2022 | Q4 2022 | 1 |
ARGI Investment Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
HERITAGE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
OAKWOOD CAPITAL MANAGEMENT LLC/CA | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q2 2021 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
IPG Investment Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
External links
This page lists all the filers that currently own DIMENSIONAL ETF TRUST or have owned DIMENSIONAL ETF TRUST in the past.