Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 8 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Merriman Wealth Management, LLC | 7 | 7 | 0.03% | 3.07% | 7.33% | Q1 2022 | Q3 2023 | 7 |
Adero Partners, LLC | 7 | 7 | 0.63% | 11.87% | 15.40% | Q1 2022 | Q3 2023 | 7 |
Carlson Capital Management | 6 | 6 | 2.89% | 5.10% | 6.53% | Q2 2022 | Q3 2023 | 6 |
WOLFF WIESE MAGANA LLC | 6 | 6 | 0.23% | 0.27% | 0.30% | Q2 2022 | Q3 2023 | 6 |
AE Wealth Management LLC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Applied Capital LLC | 6 | 6 | 0.73% | 1.36% | 1.62% | Q2 2022 | Q3 2023 | 6 |
Mraz, Amerine & Associates, Inc. | 6 | 6 | 0.18% | 0.28% | 0.34% | Q2 2022 | Q3 2023 | 6 |
BetterWealth, LLC | 6 | 6 | 3.73% | 3.96% | 4.16% | Q2 2022 | Q3 2023 | 6 |
Beacon Pointe Advisors, LLC | 6 | 6 | 0.01% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Global Trust Asset Management, LLC | 6 | 6 | 0.40% | 0.53% | 0.60% | Q2 2022 | Q3 2023 | 6 |
FLOW TRADERS U.S. LLC | 5 | 1 | 0.04% | 0.14% | 0.26% | Q1 2022 | Q3 2023 | 6 |
TCI Wealth Advisors, Inc. | 6 | 6 | 0.26% | 0.80% | 1.09% | Q2 2022 | Q3 2023 | 6 |
Chicago Partners Investment Group LLC | 6 | 6 | 0.02% | 0.06% | 0.12% | Q2 2022 | Q3 2023 | 6 |
SATOVSKY ASSET MANAGEMENT LLC | 6 | 6 | 4.35% | 6.35% | 7.58% | Q2 2022 | Q3 2023 | 6 |
FORVIS Wealth Advisors, LLC | 6 | 6 | 0.10% | 0.39% | 0.50% | Q2 2022 | Q3 2023 | 6 |
HighTower Advisors, LLC | 6 | 6 | 0.05% | 0.07% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.17% | 0.55% | 0.88% | Q2 2022 | Q3 2023 | 6 |
PBMares Wealth Management LLC | 6 | 6 | 0.45% | 0.77% | 0.89% | Q2 2022 | Q3 2023 | 6 |
NORTHWEST WEALTH MANAGEMENT, LLC | 6 | 6 | 0.10% | 0.34% | 0.47% | Q2 2022 | Q3 2023 | 6 |
LIBERTY WEALTH MANAGEMENT LLC | 3 | 3 | 0.36% | 1.27% | 2.29% | Q1 2022 | Q3 2023 | 6 |
SC&H Financial Advisors, Inc. | 6 | 6 | 0.15% | 0.35% | 0.47% | Q2 2022 | Q3 2023 | 6 |
COMMONWEALTH EQUITY SERVICES, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
CARDIFF PARK ADVISORS, LLC | 6 | 6 | 0.03% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Investmark Advisory Group LLC | 6 | 6 | 0.21% | 0.30% | 0.36% | Q2 2022 | Q3 2023 | 6 |
SAX WEALTH ADVISORS, LLC | 6 | 6 | 0.42% | 1.23% | 2.00% | Q2 2022 | Q3 2023 | 6 |
ROYAL BANK OF CANADA | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
WEALTHSOURCE PARTNERS, LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Forum Financial Management, LP | 6 | 6 | 0.09% | 1.62% | 3.03% | Q2 2022 | Q3 2023 | 6 |
3D/L Capital Management, LLC | 6 | 6 | 0.85% | 1.01% | 1.18% | Q2 2022 | Q3 2023 | 6 |
HUTCHINSON CAPITAL MANAGEMENT/CA | 6 | 6 | 0.09% | 0.23% | 0.32% | Q2 2022 | Q3 2023 | 6 |
Bridgewater Advisors Inc. | 6 | 6 | 0.14% | 3.29% | 5.27% | Q2 2022 | Q3 2023 | 6 |
Aprio Wealth Management, LLC | 6 | 6 | 0.26% | 5.79% | 9.26% | Q2 2022 | Q3 2023 | 6 |
UBS Group AG | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Disciplined Investments, LLC | 5 | 5 | 0.03% | 0.06% | 0.12% | Q2 2022 | Q2 2023 | 5 |
JANE STREET GROUP, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 5 |
Annapolis Financial Services, LLC | 5 | 5 | 0.01% | 0.10% | 0.13% | Q3 2022 | Q3 2023 | 5 |
BANK OF AMERICA CORP /DE/ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
ENVESTNET ASSET MANAGEMENT INC | 5 | 5 | 0.00% | 0.05% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Tortoise Investment Management, LLC | 5 | 5 | 0.07% | 0.20% | 0.25% | Q3 2022 | Q3 2023 | 5 |
ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 5 | 5 | 0.37% | 0.44% | 0.61% | Q3 2022 | Q3 2023 | 5 |
IFP Advisors, Inc | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 5 |
OSAIC HOLDINGS, INC. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 5 | 5 | 0.02% | 0.04% | 0.07% | Q3 2022 | Q3 2023 | 5 |
MERCER GLOBAL ADVISORS INC /ADV | 5 | 5 | 0.02% | 0.42% | 0.78% | Q3 2022 | Q3 2023 | 5 |
NWAM LLC | 3 | 2 | 0.03% | 0.07% | 0.13% | Q2 2022 | Q3 2023 | 5 |
JPMORGAN CHASE & CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
BANK OF MONTREAL /CAN/ | 3 | 2 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
OLD MISSION CAPITAL LLC | 3 | 2 | 0.02% | 0.08% | 0.14% | Q2 2022 | Q3 2023 | 5 |
True Wealth Design, LLC | 4 | 4 | 2.92% | 3.03% | 3.15% | Q4 2022 | Q3 2023 | 4 |
WEBSTERROGERS FINANCIAL ADVISORS, LLC | 4 | 4 | 3.26% | 3.64% | 3.89% | Q4 2022 | Q3 2023 | 4 |
Efficient Advisors, LLC | 4 | 4 | 0.72% | 0.80% | 1.00% | Q4 2022 | Q3 2023 | 4 |
RCS Financial Planning, LLC | 4 | 4 | 1.57% | 1.68% | 1.75% | Q4 2022 | Q3 2023 | 4 |
Waterfront Wealth Inc. | 4 | 4 | 0.86% | 1.21% | 1.64% | Q4 2022 | Q3 2023 | 4 |
Meredith Wealth Planning | 4 | 4 | 1.84% | 2.12% | 2.49% | Q4 2022 | Q3 2023 | 4 |
Evanson Asset Management, LLC | 4 | 4 | 0.04% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Unison Advisors LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Rehmann Capital Advisory Group | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
CPA Asset Management LLC | 4 | 4 | 4.15% | 4.31% | 4.49% | Q4 2022 | Q3 2023 | 4 |
LAM GROUP, INC. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Planning Center, Inc. | 4 | 4 | 7.82% | 9.33% | 10.22% | Q4 2022 | Q3 2023 | 4 |
CLARIS ADVISORS, LLC / MO / | 4 | 4 | 0.51% | 0.81% | 1.20% | Q4 2022 | Q3 2023 | 4 |
Dynamic Advisor Solutions LLC | 4 | 4 | 0.02% | 0.09% | 0.15% | Q4 2022 | Q3 2023 | 4 |
TRUIST FINANCIAL CORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Midwest Heritage Bank, FSB | 3 | 1 | 0.21% | 0.24% | 0.29% | Q2 2022 | Q3 2023 | 4 |
MARYLAND CAPITAL ADVISORS INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Aspire Wealth Management Corp | 4 | 4 | 0.01% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
PARK AVENUE SECURITIES LLC | 4 | 4 | 0.12% | 0.14% | 0.16% | Q4 2022 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Creative Planning | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Gemmer Asset Management LLC | 4 | 4 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
GEM Asset Management, LLC | 4 | 4 | 0.26% | 0.27% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Column Capital Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Silicon Hills Wealth Management, LLC | 3 | 3 | 1.16% | 2.94% | 3.93% | Q4 2022 | Q2 2023 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.15% | 0.15% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Sequoia Financial Advisors, LLC | 3 | 3 | 0.09% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
LINCOLN NATIONAL CORP | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Vestmark Advisory Solutions, Inc. | 3 | 3 | 0.12% | 0.21% | 0.37% | Q1 2023 | Q3 2023 | 3 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Heritage Wealth Management, Inc./Texas | 3 | 3 | 0.19% | 0.19% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Betterment LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
WealthShield Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Caprock Group, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Cambridge Investment Research Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.02% | 0.09% | 0.23% | Q1 2023 | Q3 2023 | 3 |
Retirement Solution Inc. | 3 | 3 | 1.14% | 1.16% | 1.18% | Q1 2023 | Q3 2023 | 3 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Versant Capital Management, Inc | 3 | 3 | 0.03% | 0.04% | 0.07% | Q2 2023 | Q4 2023 | 3 |
ASPIRIANT, LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.06% | 0.26% | 0.41% | Q4 2022 | Q3 2023 | 3 |
Laird Norton Wetherby Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
PFG Advisors | 3 | 3 | 0.06% | 0.08% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Hutchens & Kramer Investment Management Group, LLC | 3 | 3 | 0.21% | 0.23% | 0.25% | Q1 2023 | Q3 2023 | 3 |
LPL Financial LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Capital Investment Advisory Services, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Birchcreek Wealth Management, LLC | 3 | 3 | 0.24% | 0.26% | 0.30% | Q1 2023 | Q3 2023 | 3 |
Equius Partners, Inc. | 1 | 1 | 0.07% | 0.08% | 0.09% | Q1 2022 | Q4 2022 | 2 |
INTREPID CAPITAL MANAGEMENT INC | 2 | 2 | 0.21% | 0.21% | 0.21% | Q2 2023 | Q3 2023 | 2 |
Five Oceans Advisors | 2 | 2 | 0.16% | 0.16% | 0.17% | Q4 2022 | Q1 2023 | 2 |
Waverly Advisors, LLC | 2 | 2 | 0.28% | 0.28% | 0.28% | Q2 2023 | Q3 2023 | 2 |
FISCHER INVESTMENT STRATEGIES, LLC | 2 | 2 | 2.65% | 2.71% | 2.78% | Q2 2023 | Q3 2023 | 2 |
CGN Advisors LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q4 2023 | 2 |
Milestone Investment Advisors LLC | 2 | 2 | 0.24% | 0.26% | 0.28% | Q2 2023 | Q3 2023 | 2 |
DOWLING & YAHNKE LLC | 2 | 2 | 0.08% | 0.26% | 0.43% | Q2 2022 | Q3 2022 | 2 |
1900 WEALTH MANAGEMENT LLC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q2 2023 | Q3 2023 | 2 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Bedel Financial Consulting, Inc. | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q2 2023 | 2 |
Fortress Wealth Management, Inc. | 2 | 2 | 3.32% | 3.41% | 3.49% | Q2 2023 | Q3 2023 | 2 |
Blue Trust, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
25 LLC | 2 | 2 | 0.08% | 0.09% | 0.11% | Q1 2023 | Q2 2023 | 2 |
JANICZEK WEALTH MANAGEMENT, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2022 | Q3 2022 | 2 |
Kestra Advisory Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Verdad Advisers, LP | 2 | 2 | 3.09% | 6.93% | 10.78% | Q2 2023 | Q3 2023 | 2 |
Aspire Private Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
DIMENSIONAL FUND ADVISORS LP | 2 | 2 | 0.15% | 0.15% | 0.15% | Q1 2022 | Q2 2022 | 2 |
EverSource Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Lee Financial Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 1 | 1 | 0.02% | 0.07% | 0.13% | Q1 2023 | Q3 2023 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Renaissance Technologies | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
MML INVESTORS SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MORGAN STANLEY | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
DOPKINS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.20% | 0.21% | 0.21% | Q2 2023 | Q3 2023 | 2 |
Align Wealth Management, LLC | 1 | 1 | 1.38% | 1.38% | 1.38% | Q4 2022 | Q4 2022 | 1 |
Sanford Advisory Services, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
Litman Gregory Wealth Management LLC | 1 | 1 | 7.58% | 7.58% | 7.58% | Q1 2023 | Q1 2023 | 1 |
Raymond James Financial Services Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Wescott Financial Advisory Group, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
STIFEL FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
US BANCORP \DE\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Advisory Services Network, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
WEALTHSPAN PARTNERS, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
Patriot Financial Group Insurance Agency, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
VALLEY WEALTH MANAGERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SUTTON PLACE INVESTORS LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2023 | Q2 2023 | 1 |
CASTLE WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Qube Research & Technologies Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PNC FINANCIAL SERVICES GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Colony Family Offices, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Robertson Stephens Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Steward Financial Group LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
Mariner, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Laurel Wealth Advisors, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
Lindbrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Spire Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Envision Financial Planning, LLC | 1 | 1 | 1.97% | 1.97% | 1.97% | Q3 2023 | Q3 2023 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Rockefeller Capital Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
DRIVE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
This page lists all the filers that currently own DIMENSIONAL ETF TRUST or have owned DIMENSIONAL ETF TRUST in the past.