Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Merriman Wealth Management, LLC | 7 | 7 | 0.09% | 7.47% | 9.54% | Q1 2022 | Q3 2023 | 7 |
Asset Dedication, LLC | 7 | 7 | 1.12% | 1.74% | 2.03% | Q1 2022 | Q3 2023 | 7 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Quantum Financial Advisors, LLC | 6 | 6 | 0.22% | 0.59% | 0.83% | Q2 2022 | Q3 2023 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.06% | 0.16% | 0.28% | Q2 2022 | Q3 2023 | 6 |
FORVIS Wealth Advisors, LLC | 6 | 6 | 0.06% | 0.18% | 0.25% | Q2 2022 | Q3 2023 | 6 |
Global Trust Asset Management, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
OSAIC HOLDINGS, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Beacon Pointe Advisors, LLC | 6 | 6 | 0.02% | 0.07% | 0.10% | Q2 2022 | Q3 2023 | 6 |
HighTower Advisors, LLC | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
BAYSHORE ASSET MANAGEMENT, LLC | 6 | 6 | 0.32% | 0.52% | 0.76% | Q2 2022 | Q3 2023 | 6 |
Wescott Financial Advisory Group, LLC | 6 | 6 | 0.06% | 0.07% | 0.10% | Q2 2022 | Q3 2023 | 6 |
ROYAL BANK OF CANADA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
JANE STREET GROUP, LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 6 |
MARYLAND CAPITAL ADVISORS INC. | 6 | 6 | 0.16% | 0.47% | 0.62% | Q2 2022 | Q3 2023 | 6 |
Rather & Kittrell, Inc. | 6 | 6 | 0.42% | 1.51% | 2.19% | Q2 2022 | Q3 2023 | 6 |
Henrickson Nauta Wealth Advisors, Inc. | 6 | 6 | 0.61% | 1.32% | 2.03% | Q2 2022 | Q3 2023 | 6 |
C M BIDWELL & ASSOCIATES LTD | 6 | 6 | 0.04% | 0.27% | 0.37% | Q2 2022 | Q3 2023 | 6 |
LIBERTY WEALTH MANAGEMENT LLC | 3 | 3 | 0.29% | 0.81% | 1.26% | Q1 2022 | Q3 2023 | 6 |
Forum Financial Management, LP | 6 | 6 | 0.08% | 1.75% | 3.35% | Q2 2022 | Q3 2023 | 6 |
Sterling Financial Planning, Inc. | 6 | 6 | 0.38% | 1.22% | 1.89% | Q2 2022 | Q3 2023 | 6 |
NORTHWEST WEALTH MANAGEMENT, LLC | 6 | 6 | 0.40% | 0.50% | 0.56% | Q2 2022 | Q3 2023 | 6 |
Hill Investment Group Partners, LLC | 6 | 6 | 0.33% | 0.93% | 1.44% | Q2 2022 | Q3 2023 | 6 |
Evanson Asset Management, LLC | 6 | 6 | 0.23% | 0.83% | 1.41% | Q2 2022 | Q3 2023 | 6 |
Steward Financial Group LLC | 6 | 6 | 0.90% | 1.93% | 2.61% | Q2 2022 | Q3 2023 | 6 |
OLD MISSION CAPITAL LLC | 6 | 6 | 0.06% | 0.12% | 0.19% | Q2 2022 | Q3 2023 | 6 |
CARDIFF PARK ADVISORS, LLC | 6 | 6 | 0.40% | 0.50% | 0.73% | Q2 2022 | Q3 2023 | 6 |
PBMares Wealth Management LLC | 6 | 6 | 0.22% | 0.37% | 0.48% | Q2 2022 | Q3 2023 | 6 |
COLLECTIVE FAMILY OFFICE LLC | 6 | 6 | 1.11% | 1.37% | 1.46% | Q2 2022 | Q3 2023 | 6 |
Sequoia Financial Advisors, LLC | 6 | 6 | 0.01% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Moisand Fitzgerald Tamayo, LLC | 6 | 6 | 0.02% | 0.17% | 0.24% | Q2 2022 | Q3 2023 | 6 |
SC&H Financial Advisors, Inc. | 6 | 6 | 0.11% | 0.15% | 0.29% | Q2 2022 | Q3 2023 | 6 |
Callan Capital, LLC | 6 | 6 | 0.04% | 1.33% | 3.54% | Q2 2022 | Q3 2023 | 6 |
Derbend Asset Management | 6 | 6 | 1.05% | 1.62% | 3.56% | Q2 2022 | Q3 2023 | 6 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 6 | 6 | 0.04% | 0.25% | 0.49% | Q2 2022 | Q3 2023 | 6 |
CarsonAllaria Wealth Management, Ltd. | 6 | 6 | 0.23% | 0.45% | 0.57% | Q2 2022 | Q3 2023 | 6 |
Avior Wealth Management, LLC | 6 | 6 | 0.00% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Citadel Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.26% | 0.48% | 0.68% | Q2 2022 | Q3 2023 | 6 |
BetterWealth, LLC | 6 | 6 | 1.38% | 1.64% | 1.80% | Q2 2022 | Q3 2023 | 6 |
Abacus Wealth Partners, LLC | 6 | 6 | 0.14% | 1.02% | 2.24% | Q2 2022 | Q3 2023 | 6 |
IFP Advisors, Inc | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 5 |
EXENCIAL WEALTH ADVISORS, LLC | 5 | 5 | 0.05% | 0.22% | 0.27% | Q3 2022 | Q3 2023 | 5 |
KEB ASSET MANAGEMENT, LLC | 5 | 5 | 0.96% | 2.61% | 3.19% | Q3 2022 | Q3 2023 | 5 |
Tortoise Investment Management, LLC | 5 | 5 | 0.07% | 0.08% | 0.09% | Q3 2022 | Q3 2023 | 5 |
JACKSON THORNTON ASSET MANAGEMENT, LLC | 5 | 5 | 0.58% | 1.18% | 1.87% | Q3 2022 | Q3 2023 | 5 |
ML & R WEALTH MANAGEMENT LLC | 5 | 5 | 0.12% | 0.39% | 0.72% | Q3 2022 | Q3 2023 | 5 |
Willow Creek Wealth Management Inc. | 5 | 5 | 0.36% | 0.40% | 0.49% | Q3 2022 | Q3 2023 | 5 |
Spire Wealth Management | 4 | 1 | 0.00% | 0.06% | 0.09% | Q2 2022 | Q3 2023 | 5 |
BRIGGS ADVISORY GROUP, INC. | 5 | 5 | 0.31% | 0.36% | 0.50% | Q3 2022 | Q3 2023 | 5 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 5 | 5 | 0.59% | 0.65% | 0.71% | Q3 2022 | Q3 2023 | 5 |
Annapolis Financial Services, LLC | 5 | 5 | 0.01% | 0.14% | 0.25% | Q3 2022 | Q3 2023 | 5 |
RAM Investment Partners, LLC | 5 | 5 | 0.13% | 0.16% | 0.18% | Q4 2022 | Q4 2023 | 5 |
ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 5 | 5 | 0.68% | 1.06% | 1.24% | Q3 2022 | Q3 2023 | 5 |
Chicago Partners Investment Group LLC | 5 | 5 | 0.07% | 0.12% | 0.21% | Q3 2022 | Q3 2023 | 5 |
Advisory Alpha, LLC | 5 | 5 | 0.09% | 0.12% | 0.13% | Q3 2022 | Q3 2023 | 5 |
Prosperity Planning, Inc. | 5 | 5 | 0.53% | 0.59% | 0.65% | Q3 2022 | Q3 2023 | 5 |
Gradient Capital Advisors, LLC | 5 | 5 | 0.45% | 0.61% | 0.71% | Q3 2022 | Q3 2023 | 5 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Fortis Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
M Holdings Securities, Inc. | 5 | 5 | 0.10% | 0.53% | 1.00% | Q2 2022 | Q2 2023 | 5 |
NWAM LLC | 3 | 2 | 0.03% | 0.15% | 0.22% | Q2 2022 | Q3 2023 | 5 |
Aviance Capital Partners, LLC | 5 | 5 | 0.19% | 0.26% | 0.37% | Q3 2022 | Q3 2023 | 5 |
MONOGRAPH WEALTH ADVISORS, LLC | 5 | 5 | 0.98% | 2.28% | 2.90% | Q3 2022 | Q3 2023 | 5 |
SIGNET FINANCIAL MANAGEMENT, LLC | 5 | 5 | 0.06% | 0.10% | 0.12% | Q3 2022 | Q3 2023 | 5 |
BANK OF MONTREAL /CAN/ | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
RITHOLTZ WEALTH MANAGEMENT | 5 | 5 | 0.01% | 1.03% | 1.33% | Q3 2022 | Q3 2023 | 5 |
Cerity Partners LLC | 5 | 5 | 0.03% | 0.06% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Cambridge Investment Research Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Carlson Capital Management | 5 | 5 | 0.25% | 0.29% | 0.33% | Q3 2022 | Q3 2023 | 5 |
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.06% | 0.08% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Delap Wealth Advisory, LLC | 4 | 4 | 2.51% | 2.76% | 3.04% | Q4 2022 | Q3 2023 | 4 |
Bridgeworth, LLC | 4 | 4 | 0.15% | 0.63% | 0.89% | Q4 2022 | Q3 2023 | 4 |
SRS Capital Advisors, Inc. | 4 | 4 | 0.16% | 0.19% | 0.21% | Q4 2022 | Q3 2023 | 4 |
RF&L WEALTH MANAGEMENT, LLC | 4 | 4 | 0.28% | 0.29% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Krilogy Financial LLC | 4 | 4 | 0.23% | 0.35% | 0.45% | Q4 2022 | Q3 2023 | 4 |
Creative Planning | 4 | 4 | 0.02% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Meritas Wealth Management, LLC | 4 | 4 | 1.48% | 1.59% | 1.80% | Q4 2022 | Q3 2023 | 4 |
Ruedi Wealth Management, Inc. | 4 | 4 | 0.77% | 0.81% | 0.82% | Q4 2022 | Q3 2023 | 4 |
Savant Capital, LLC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.05% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
WEALTHSOURCE PARTNERS, LLC | 4 | 4 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
ENVESTNET ASSET MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
PARK AVENUE SECURITIES LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Mraz, Amerine & Associates, Inc. | 4 | 4 | 0.36% | 0.38% | 0.41% | Q4 2022 | Q3 2023 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
ShankerValleau Wealth Advisors, Inc. | 4 | 4 | 0.84% | 0.92% | 1.06% | Q4 2022 | Q3 2023 | 4 |
Hassell Wealth Management, LLC | 4 | 4 | 3.17% | 3.50% | 3.66% | Q4 2022 | Q3 2023 | 4 |
Gibson Capital, LLC | 4 | 4 | 0.07% | 0.08% | 0.12% | Q4 2022 | Q3 2023 | 4 |
PrairieView Partners, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 4 |
Tillman Hartley LLC | 4 | 4 | 0.75% | 0.87% | 0.96% | Q4 2022 | Q3 2023 | 4 |
CAPTRUST FINANCIAL ADVISORS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
QUARRY HILL ADVISORS, LLC | 4 | 4 | 1.84% | 1.92% | 2.04% | Q4 2022 | Q3 2023 | 4 |
COMMONWEALTH EQUITY SERVICES, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
JPMORGAN CHASE & CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Planning Center, Inc. | 4 | 4 | 3.65% | 4.32% | 4.64% | Q4 2022 | Q3 2023 | 4 |
CGN Advisors LLC | 4 | 4 | 0.26% | 0.30% | 0.35% | Q4 2022 | Q3 2023 | 4 |
Werba Rubin Papier Wealth Management | 4 | 4 | 0.11% | 0.27% | 0.35% | Q4 2022 | Q3 2023 | 4 |
Aspire Wealth Management Corp | 4 | 4 | 0.01% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Tacita Capital Inc | 4 | 4 | 0.18% | 0.19% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Strategic Investment Solutions, Inc. /IL | 4 | 4 | 0.14% | 0.46% | 0.80% | Q4 2022 | Q3 2023 | 4 |
CLARIS ADVISORS, LLC / MO / | 4 | 4 | 0.82% | 1.40% | 2.13% | Q4 2022 | Q3 2023 | 4 |
Great Point Wealth Advisors, LLC | 4 | 4 | 0.13% | 0.14% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Index Fund Advisors, Inc. | 4 | 4 | 0.04% | 0.15% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Baker Ellis Asset Management LLC | 4 | 4 | 0.09% | 0.98% | 1.31% | Q4 2022 | Q3 2023 | 4 |
Modera Wealth Management, LLC | 4 | 4 | 0.04% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Verus Financial Partners, Inc. | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
J.P. Morgan Private Wealth Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Lee Financial Co | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Shearwater Capital LLC | 4 | 4 | 0.26% | 0.30% | 0.32% | Q4 2022 | Q3 2023 | 4 |
LAM GROUP, INC. | 4 | 4 | 3.63% | 3.77% | 3.98% | Q4 2022 | Q3 2023 | 4 |
RETIREMENT GUYS FORMULA LLC | 4 | 4 | 0.44% | 0.49% | 0.53% | Q4 2022 | Q3 2023 | 4 |
RCS Financial Planning, LLC | 4 | 4 | 1.58% | 1.65% | 1.72% | Q4 2022 | Q3 2023 | 4 |
Efficient Advisors, LLC | 4 | 4 | 0.08% | 0.09% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Schoolcraft Capital LLC | 4 | 4 | 0.98% | 1.02% | 1.08% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
HARBOR INVESTMENT ADVISORY, LLC | 4 | 4 | 0.00% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Allegiance Financial Group Advisory Services LLC | 4 | 4 | 0.39% | 0.53% | 0.69% | Q4 2022 | Q3 2023 | 4 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 3 | 3 | 0.13% | 0.18% | 0.23% | Q1 2023 | Q3 2023 | 3 |
Silicon Hills Wealth Management, LLC | 3 | 3 | 0.24% | 0.30% | 0.35% | Q4 2022 | Q2 2023 | 3 |
Fortis Capital Management LLC | 3 | 3 | 0.14% | 0.16% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 1.08% | 1.15% | 1.23% | Q1 2023 | Q3 2023 | 3 |
Aptus Capital Advisors, LLC | 3 | 3 | 0.05% | 0.10% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Kathleen S. Wright Associates Inc. | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Kestra Advisory Services, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | 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 |
Betterment LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Equius Partners, Inc. | 3 | 3 | 0.41% | 1.53% | 3.38% | Q2 2022 | Q4 2022 | 3 |
WealthShield Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Visionary Wealth Advisors | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Retirement Solution Inc. | 3 | 3 | 1.08% | 1.13% | 1.16% | Q1 2023 | Q3 2023 | 3 |
Versant Capital Management, Inc | 3 | 3 | 0.03% | 0.04% | 0.06% | Q2 2023 | Q4 2023 | 3 |
TRUIST FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Five Oceans Advisors | 3 | 3 | 0.16% | 0.20% | 0.23% | Q3 2022 | Q1 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.42% | 0.58% | 0.70% | Q4 2022 | Q3 2023 | 3 |
MORRIS FINANCIAL CONCEPTS, INC. | 3 | 3 | 0.00% | 0.05% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Rehmann Capital Advisory Group | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Relaxing Retirement Coach | 3 | 3 | 0.18% | 0.36% | 0.45% | Q4 2022 | Q2 2023 | 3 |
Hutchens & Kramer Investment Management Group, LLC | 3 | 3 | 0.21% | 0.23% | 0.24% | Q1 2023 | Q3 2023 | 3 |
Allworth Financial LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
LPL Financial LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Relative Value Partners Group, LLC | 3 | 3 | 0.52% | 0.55% | 0.57% | Q1 2023 | Q3 2023 | 3 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.02% | 0.07% | 0.14% | Q1 2022 | Q3 2023 | 3 |
New England Private Wealth Advisors LLC | 3 | 3 | 0.27% | 0.29% | 0.31% | Q1 2023 | Q3 2023 | 3 |
McIlrath & Eck, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Del-Sette Capital Management, LLC | 3 | 3 | 5.25% | 5.58% | 5.96% | Q1 2023 | Q3 2023 | 3 |
Matisse Capital | 3 | 3 | 0.31% | 0.33% | 0.35% | Q1 2023 | Q3 2023 | 3 |
AE Wealth Management LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
AdvisorNet Financial, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Seaside Wealth Management, Inc. | 2 | 2 | 3.22% | 3.29% | 3.36% | Q2 2023 | Q3 2023 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 2 | 0.05% | 0.08% | 0.11% | Q2 2023 | Q3 2023 | 2 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 2 |
CPWM, LLC | 2 | 2 | 0.10% | 0.12% | 0.15% | Q2 2022 | Q3 2022 | 2 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | 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 | 0.04% | 0.06% | 0.07% | Q1 2023 | Q2 2023 | 2 |
Janney Montgomery Scott LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Aspire Private Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 2 |
COLONY GROUP LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 2 |
Family CFO Inc | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Passive Capital Management, LLC. | 2 | 2 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q1 2023 | 2 |
TCI Wealth Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
DIMENSIONAL FUND ADVISORS LP | 2 | 2 | 0.15% | 0.15% | 0.15% | Q1 2022 | Q2 2022 | 2 |
Liberty Capital Management, Inc. | 2 | 2 | 0.07% | 0.12% | 0.16% | Q2 2023 | Q3 2023 | 2 |
DOPKINS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.57% | 0.58% | 0.59% | Q3 2022 | Q4 2022 | 2 |
DOWLING & YAHNKE LLC | 2 | 2 | 0.03% | 0.16% | 0.29% | Q2 2022 | Q3 2022 | 2 |
Renaissance Technologies | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
WIPFLI FINANCIAL ADVISORS LLC, | 2 | 2 | 0.30% | 0.55% | 0.79% | Q2 2022 | Q3 2022 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
MML INVESTORS SERVICES, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BANK OF AMERICA CORP /DE/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Waverly Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Close Asset Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
JDM Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Column Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
1900 WEALTH MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Mariner, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
MORGAN STANLEY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Integris Wealth Management, LLC | 1 | 1 | 3.82% | 3.82% | 3.82% | Q3 2023 | Q3 2023 | 1 |
Lindbrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Equita Financial Network, Inc. | 1 | 1 | 1.76% | 1.76% | 1.76% | Q3 2023 | Q3 2023 | 1 |
SYM FINANCIAL Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
HARBOUR INVESTMENTS, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
CWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
US BANCORP \DE\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Align Wealth Management, LLC | 1 | 1 | 1.31% | 1.31% | 1.31% | Q4 2022 | Q4 2022 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | 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.