Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
JANE STREET GROUP, LLC | 7 | 7 | 0.00% | 0.01% | 0.04% | Q1 2022 | Q3 2023 | 7 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Steward Financial Group LLC | 7 | 7 | 1.52% | 3.92% | 5.59% | Q1 2022 | Q3 2023 | 7 |
Pinnacle Financial Group, LLC / IL | 7 | 7 | 0.25% | 4.37% | 7.36% | Q1 2022 | Q3 2023 | 7 |
Coyle Financial Counsel LLC | 7 | 7 | 2.03% | 5.14% | 9.52% | Q1 2022 | Q3 2023 | 7 |
Applied Capital LLC | 7 | 7 | 0.14% | 3.74% | 5.12% | Q1 2022 | Q3 2023 | 7 |
Asset Dedication, LLC | 7 | 7 | 2.43% | 2.85% | 3.74% | Q1 2022 | Q3 2023 | 7 |
Chicago Partners Investment Group LLC | 6 | 6 | 0.07% | 0.22% | 0.40% | Q2 2022 | Q3 2023 | 6 |
RS CRUM INC. | 6 | 6 | 0.14% | 4.93% | 8.23% | Q2 2022 | Q3 2023 | 6 |
TRIAD FINANCIAL ADVISORS, INC. | 6 | 6 | 0.57% | 1.91% | 2.74% | Q2 2022 | Q3 2023 | 6 |
American Investment Services, Inc. | 6 | 6 | 0.30% | 0.98% | 1.33% | Q2 2022 | Q3 2023 | 6 |
HighTower Advisors, LLC | 6 | 6 | 0.14% | 0.17% | 0.20% | Q2 2022 | Q3 2023 | 6 |
Helen Stephens Group, LLC | 6 | 6 | 0.35% | 3.15% | 5.16% | Q2 2022 | Q3 2023 | 6 |
Peninsula Wealth, LLC | 6 | 6 | 0.19% | 0.39% | 0.53% | Q2 2022 | Q3 2023 | 6 |
Straight Path Wealth Management | 6 | 6 | 1.19% | 5.11% | 7.05% | Q2 2022 | Q3 2023 | 6 |
Continuum Advisory, LLC | 6 | 6 | 0.06% | 0.07% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Waypoint Wealth Partners Inc. | 6 | 6 | 1.91% | 2.82% | 4.09% | Q2 2022 | Q3 2023 | 6 |
Relaxing Retirement Coach | 6 | 6 | 0.89% | 11.24% | 16.55% | Q1 2022 | Q2 2023 | 6 |
Syverson Strege & Co | 6 | 6 | 12.84% | 17.70% | 19.89% | Q2 2022 | Q3 2023 | 6 |
Private Advisor Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
PBMares Wealth Management LLC | 6 | 6 | 0.20% | 1.52% | 1.90% | Q2 2022 | Q3 2023 | 6 |
NORTHWEST WEALTH MANAGEMENT, LLC | 6 | 6 | 0.24% | 0.46% | 0.72% | Q2 2022 | Q3 2023 | 6 |
COMMONWEALTH EQUITY SERVICES, LLC | 6 | 6 | 0.00% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
IFP Advisors, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Hill Investment Group Partners, LLC | 6 | 6 | 5.51% | 6.56% | 7.77% | Q2 2022 | Q3 2023 | 6 |
AdvisorNet Financial, Inc | 6 | 6 | 0.49% | 0.60% | 0.69% | Q2 2022 | Q3 2023 | 6 |
Evensky & Katz LLC | 6 | 6 | 0.76% | 7.64% | 11.05% | Q2 2022 | Q3 2023 | 6 |
Bridgewater Advisors Inc. | 6 | 6 | 0.28% | 2.10% | 3.58% | Q2 2022 | Q3 2023 | 6 |
ENVESTNET ASSET MANAGEMENT INC | 6 | 6 | 0.00% | 0.08% | 0.18% | Q2 2022 | Q3 2023 | 6 |
Aveo Capital Partners, LLC | 6 | 6 | 1.14% | 1.55% | 1.71% | Q2 2022 | Q3 2023 | 6 |
Rockwood Wealth Management, LLC | 6 | 6 | 1.00% | 3.59% | 5.15% | Q2 2022 | Q3 2023 | 6 |
Henrickson Nauta Wealth Advisors, Inc. | 6 | 6 | 3.04% | 4.48% | 6.43% | Q2 2022 | Q3 2023 | 6 |
Summit Financial Strategies, Inc. | 6 | 6 | 0.14% | 12.42% | 15.70% | Q2 2022 | Q3 2023 | 6 |
JFS WEALTH ADVISORS, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Disciplined Equity Management, Inc. | 6 | 6 | 0.03% | 0.23% | 0.33% | Q2 2022 | Q3 2023 | 6 |
Five Oceans Advisors | 6 | 6 | 1.10% | 2.20% | 5.62% | Q2 2022 | Q3 2023 | 6 |
SOUNDMARK WEALTH MANAGEMENT, LLC | 6 | 6 | 0.39% | 2.88% | 5.16% | Q2 2022 | Q3 2023 | 6 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 6 | 6 | 0.06% | 0.13% | 0.20% | Q2 2022 | Q3 2023 | 6 |
Stordahl Capital Management, Inc. | 6 | 6 | 4.55% | 7.37% | 8.35% | Q2 2022 | Q3 2023 | 6 |
BURNEY CO/ | 6 | 6 | 0.18% | 0.48% | 0.88% | Q2 2022 | Q3 2023 | 6 |
Cahill Wealth Management, LLC | 6 | 6 | 0.53% | 1.12% | 1.50% | Q2 2022 | Q3 2023 | 6 |
OSAIC HOLDINGS, INC. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Forum Financial Management, LP | 6 | 6 | 0.39% | 4.79% | 7.83% | Q2 2022 | Q3 2023 | 6 |
CARDIFF PARK ADVISORS, LLC | 6 | 6 | 0.56% | 0.66% | 0.72% | Q2 2022 | Q3 2023 | 6 |
Moisand Fitzgerald Tamayo, LLC | 6 | 6 | 0.64% | 0.82% | 0.94% | Q2 2022 | Q3 2023 | 6 |
Advisory Services & Investments, LLC | 6 | 6 | 10.37% | 13.68% | 14.94% | Q2 2022 | Q3 2023 | 6 |
Truepoint, Inc. | 6 | 6 | 0.01% | 1.31% | 2.11% | Q2 2022 | Q3 2023 | 6 |
SC&H Financial Advisors, Inc. | 6 | 6 | 0.78% | 2.94% | 3.91% | Q2 2022 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.49% | 0.73% | 1.13% | Q2 2022 | Q3 2023 | 6 |
Geometric Wealth Advisors | 6 | 6 | 0.16% | 0.75% | 3.13% | Q2 2022 | Q3 2023 | 6 |
LIBERTY WEALTH MANAGEMENT LLC | 3 | 3 | 0.65% | 2.58% | 5.57% | Q1 2022 | Q3 2023 | 6 |
FORVIS Wealth Advisors, LLC | 6 | 6 | 0.08% | 0.32% | 0.45% | Q2 2022 | Q3 2023 | 6 |
3D/L Capital Management, LLC | 6 | 6 | 6.09% | 6.49% | 6.80% | Q2 2022 | Q3 2023 | 6 |
Global Trust Asset Management, LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
NWAM LLC | 5 | 5 | 0.04% | 0.06% | 0.13% | Q3 2022 | Q3 2023 | 5 |
Fortis Advisors, LLC | 5 | 5 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
SIGNET FINANCIAL MANAGEMENT, LLC | 5 | 5 | 0.05% | 0.43% | 0.66% | Q3 2022 | Q3 2023 | 5 |
Rather & Kittrell, Inc. | 5 | 5 | 1.29% | 7.06% | 9.19% | Q3 2022 | Q3 2023 | 5 |
Willow Creek Wealth Management Inc. | 5 | 5 | 0.05% | 0.16% | 0.19% | Q3 2022 | Q3 2023 | 5 |
OLD MISSION CAPITAL LLC | 3 | 2 | 0.04% | 0.21% | 0.58% | Q1 2022 | Q3 2023 | 5 |
Sowell Financial Services LLC | 5 | 5 | 0.08% | 0.15% | 0.20% | Q3 2022 | Q3 2023 | 5 |
EverSource Wealth Advisors, LLC | 5 | 5 | 0.17% | 0.18% | 0.20% | Q3 2022 | Q3 2023 | 5 |
Rockefeller Capital Management L.P. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
SJS Investment Consulting Inc. | 5 | 5 | 4.06% | 5.34% | 6.62% | Q3 2022 | Q3 2023 | 5 |
Mutual Advisors, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Blume Capital Management, Inc. | 5 | 5 | 4.24% | 4.42% | 4.62% | Q3 2022 | Q3 2023 | 5 |
Kestra Advisory Services, LLC | 5 | 5 | 0.01% | 0.05% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Gradient Capital Advisors, LLC | 5 | 5 | 0.10% | 0.20% | 0.24% | Q3 2022 | Q3 2023 | 5 |
Citadel Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 5 | 5 | 0.47% | 1.23% | 1.84% | Q3 2022 | Q3 2023 | 5 |
Mariner, LLC | 5 | 5 | 0.04% | 0.05% | 0.07% | Q3 2022 | Q3 2023 | 5 |
PATHSTONE FAMILY OFFICE, LLC | 4 | 1 | 0.01% | 0.93% | 1.58% | Q2 2022 | Q3 2023 | 5 |
Evanson Asset Management, LLC | 5 | 5 | 0.16% | 0.78% | 1.18% | Q3 2022 | Q3 2023 | 5 |
NewEdge Advisors, LLC | 5 | 5 | 0.01% | 0.09% | 0.16% | Q3 2022 | Q3 2023 | 5 |
CAHILL FINANCIAL ADVISORS INC | 5 | 5 | 0.24% | 0.27% | 0.29% | Q3 2022 | Q3 2023 | 5 |
GREAT VALLEY ADVISOR GROUP, INC. | 5 | 5 | 0.04% | 0.11% | 0.14% | Q3 2022 | Q3 2023 | 5 |
Waypoint Capital Advisors, LLC | 5 | 5 | 0.24% | 2.22% | 2.90% | Q3 2022 | Q3 2023 | 5 |
Krilogy Financial LLC | 5 | 5 | 0.03% | 0.77% | 1.20% | Q3 2022 | Q3 2023 | 5 |
Gemmer Asset Management LLC | 5 | 5 | 1.01% | 1.38% | 1.54% | Q3 2022 | Q3 2023 | 5 |
Greenspring Advisors, LLC | 5 | 5 | 0.60% | 2.48% | 3.26% | Q3 2022 | Q3 2023 | 5 |
AWM CAPITAL, LLC | 5 | 5 | 9.40% | 10.40% | 11.17% | Q3 2022 | Q3 2023 | 5 |
BRIGHTON JONES LLC | 5 | 5 | 0.26% | 0.81% | 1.08% | Q3 2022 | Q3 2023 | 5 |
GRAND WEALTH MANAGEMENT, LLC | 5 | 5 | 1.19% | 2.87% | 3.46% | Q3 2022 | Q3 2023 | 5 |
CFS Investment Advisory Services, LLC | 5 | 5 | 0.33% | 0.45% | 0.55% | Q3 2022 | Q3 2023 | 5 |
SAX WEALTH ADVISORS, LLC | 5 | 5 | 0.07% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
C M BIDWELL & ASSOCIATES LTD | 5 | 5 | 0.01% | 0.28% | 0.36% | Q3 2022 | Q3 2023 | 5 |
Live Oak Private Wealth LLC | 5 | 5 | 0.33% | 0.40% | 0.45% | Q3 2022 | Q3 2023 | 5 |
Baird Financial Group, Inc. | 5 | 5 | 0.07% | 0.08% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Beacon Pointe Advisors, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.04% | 0.07% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Creative Planning | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 4 |
Waterfront Wealth Inc. | 4 | 4 | 0.79% | 1.35% | 1.60% | Q4 2022 | Q3 2023 | 4 |
Jentner Corp | 4 | 4 | 1.08% | 2.91% | 4.57% | Q4 2022 | Q3 2023 | 4 |
Copperleaf Capital, LLC | 4 | 4 | 0.26% | 1.16% | 2.01% | Q4 2022 | Q3 2023 | 4 |
Efficient Advisors, LLC | 4 | 4 | 1.81% | 2.04% | 2.56% | Q4 2022 | Q3 2023 | 4 |
Onyx Financial Advisors, LLC | 4 | 4 | 0.19% | 0.21% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Betterment LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 4 | 4 | 0.02% | 0.04% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Alpha Financial Advisors, LLC | 4 | 4 | 9.68% | 11.52% | 12.65% | Q4 2022 | Q3 2023 | 4 |
HTG Investment Advisors, Inc. | 4 | 4 | 6.28% | 6.57% | 7.20% | Q4 2022 | Q3 2023 | 4 |
Beacon Financial Advisory LLC | 4 | 4 | 0.16% | 0.30% | 0.36% | Q4 2022 | Q3 2023 | 4 |
CLARIS ADVISORS, LLC / MO / | 4 | 4 | 0.24% | 0.29% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Financial Alternatives, Inc | 4 | 4 | 1.28% | 1.33% | 1.39% | Q4 2022 | Q3 2023 | 4 |
RCS Financial Planning, LLC | 4 | 4 | 4.56% | 4.62% | 4.67% | Q4 2022 | Q3 2023 | 4 |
WPWealth LLP | 4 | 4 | 12.86% | 13.72% | 14.47% | Q4 2022 | Q3 2023 | 4 |
Tillman Hartley LLC | 4 | 4 | 2.71% | 3.11% | 3.36% | Q4 2022 | Q3 2023 | 4 |
JPMORGAN CHASE & CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Quad-Cities Investment Group, LLC | 4 | 4 | 0.21% | 0.34% | 0.40% | Q4 2022 | Q3 2023 | 4 |
Modera Wealth Management, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Cravens & Co Advisors, LLC | 4 | 4 | 4.69% | 5.17% | 5.41% | Q4 2022 | Q3 2023 | 4 |
Great Waters Wealth Management | 4 | 4 | 9.05% | 11.11% | 13.07% | Q4 2022 | Q3 2023 | 4 |
RBF Capital, LLC | 4 | 4 | 0.25% | 0.27% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Altiora Financial Group, LLC | 4 | 4 | 0.22% | 0.30% | 0.33% | Q4 2022 | Q3 2023 | 4 |
SYM FINANCIAL Corp | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Lutz Financial Services LLC | 4 | 4 | 0.32% | 0.61% | 0.84% | Q4 2022 | Q3 2023 | 4 |
MORGAN STANLEY | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.16% | 0.18% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Bridgeworth, LLC | 4 | 4 | 0.61% | 3.76% | 5.53% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 6.31% | 6.73% | 7.38% | Q4 2022 | Q3 2023 | 4 |
Aspire Wealth Management Corp | 4 | 4 | 0.03% | 0.12% | 0.15% | Q4 2022 | Q3 2023 | 4 |
McClarren Financial Advisors, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
KEB ASSET MANAGEMENT, LLC | 4 | 4 | 1.01% | 1.02% | 1.04% | Q4 2022 | Q3 2023 | 4 |
Sageworth Trust Co | 4 | 4 | 0.06% | 0.30% | 0.62% | Q4 2022 | Q3 2023 | 4 |
Savant Capital, LLC | 4 | 4 | 0.02% | 0.21% | 0.77% | Q4 2022 | Q3 2023 | 4 |
Sequoia Financial Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
PARK AVENUE SECURITIES LLC | 4 | 4 | 0.31% | 0.36% | 0.41% | Q4 2022 | Q3 2023 | 4 |
WEALTHSOURCE PARTNERS, LLC | 4 | 4 | 0.19% | 0.20% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Kooman & Associates | 4 | 4 | 4.48% | 11.60% | 14.02% | Q4 2022 | Q3 2023 | 4 |
Rehmann Capital Advisory Group | 4 | 4 | 0.04% | 0.06% | 0.09% | Q4 2022 | Q3 2023 | 4 |
ROYAL BANK OF CANADA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SRS Capital Advisors, Inc. | 4 | 4 | 1.85% | 2.01% | 2.08% | Q4 2022 | Q3 2023 | 4 |
Capstone Financial Advisors, Inc. | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
First Ascent Asset Management, LLC | 4 | 4 | 1.68% | 1.76% | 1.84% | Q4 2022 | Q3 2023 | 4 |
Werba Rubin Papier Wealth Management | 4 | 4 | 0.15% | 0.16% | 0.17% | Q4 2022 | Q3 2023 | 4 |
ML & R WEALTH MANAGEMENT LLC | 4 | 4 | 0.15% | 0.19% | 0.23% | Q4 2022 | Q3 2023 | 4 |
QUARRY HILL ADVISORS, LLC | 4 | 4 | 7.62% | 7.91% | 8.05% | Q4 2022 | Q3 2023 | 4 |
Passive Capital Management, LLC. | 4 | 4 | 0.12% | 2.56% | 3.58% | Q2 2022 | Q1 2023 | 4 |
Ruedi Wealth Management, Inc. | 4 | 4 | 2.82% | 3.01% | 3.12% | Q4 2022 | Q3 2023 | 4 |
JMG Financial Group, Ltd. | 4 | 4 | 0.44% | 0.95% | 1.48% | Q4 2022 | Q3 2023 | 4 |
Wealthstream Advisors, Inc. | 4 | 4 | 9.43% | 9.79% | 10.20% | Q4 2022 | Q3 2023 | 4 |
GEM Asset Management, LLC | 4 | 4 | 0.27% | 0.27% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Apollon Wealth Management, LLC | 4 | 4 | 0.07% | 0.17% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Apella Capital, LLC | 3 | 1 | 0.05% | 0.39% | 1.22% | Q4 2022 | Q4 2023 | 4 |
Allegiance Financial Group Advisory Services LLC | 4 | 4 | 0.29% | 0.37% | 0.47% | Q4 2022 | Q3 2023 | 4 |
DecisionPoint Financial, LLC | 4 | 4 | 0.01% | 0.51% | 1.70% | Q4 2022 | Q3 2023 | 4 |
Arden Trust Co | 4 | 4 | 2.42% | 3.98% | 4.91% | Q1 2023 | Q4 2023 | 4 |
MARYLAND CAPITAL ADVISORS INC. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
ADVISOR PARTNERS II, LLC | 4 | 4 | 0.18% | 0.22% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Hutchens & Kramer Investment Management Group, LLC | 4 | 4 | 0.31% | 2.24% | 3.17% | Q4 2022 | Q3 2023 | 4 |
Allworth Financial LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
LPL Financial LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Perigon Wealth Management, LLC | 4 | 4 | 0.02% | 0.50% | 1.92% | Q4 2022 | Q3 2023 | 4 |
MOSAIC FAMILY WEALTH PARTNERS, LLC | 4 | 4 | 0.81% | 1.84% | 2.29% | Q4 2022 | Q3 2023 | 4 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.01% | 0.09% | 0.23% | Q1 2022 | Q3 2023 | 4 |
RFG Advisory, LLC | 4 | 4 | 0.01% | 0.08% | 0.14% | Q4 2022 | Q3 2023 | 4 |
MERCER GLOBAL ADVISORS INC /ADV | 4 | 4 | 0.37% | 0.92% | 1.42% | Q4 2022 | Q3 2023 | 4 |
Hurlow Wealth Management Group, Inc. | 4 | 4 | 0.21% | 0.24% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Global Retirement Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
STUDIO INVESTMENT MANAGEMENT LLC | 3 | 3 | 1.30% | 1.48% | 1.60% | Q1 2023 | Q3 2023 | 3 |
MML INVESTORS SERVICES, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
North Ridge Wealth Advisors, Inc. | 3 | 3 | 5.38% | 5.56% | 5.74% | Q1 2023 | Q3 2023 | 3 |
Cambridge Investment Research Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
25 LLC | 3 | 3 | 0.44% | 0.47% | 0.51% | Q1 2023 | Q3 2023 | 3 |
Kerntke Otto McGlone Wealth Management Group | 3 | 3 | 2.86% | 3.06% | 3.26% | Q1 2023 | Q3 2023 | 3 |
EP Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Dynamic Advisor Solutions LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Vestmark Advisory Solutions, Inc. | 3 | 3 | 0.38% | 0.63% | 1.04% | Q1 2023 | Q3 2023 | 3 |
LINCOLN NATIONAL CORP | 3 | 3 | 0.03% | 0.05% | 0.07% | Q1 2023 | Q3 2023 | 3 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Versant Capital Management, Inc | 3 | 3 | 0.16% | 0.23% | 0.33% | Q2 2023 | Q4 2023 | 3 |
Caprock Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
TCI Wealth Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Avondale Wealth Management | 3 | 3 | 0.12% | 0.18% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Ullmann Wealth Partners Group, LLC | 3 | 3 | 0.13% | 2.18% | 4.32% | Q1 2023 | Q3 2023 | 3 |
Root Financial Partners, LLC | 3 | 3 | 0.69% | 0.78% | 0.87% | Q1 2023 | Q3 2023 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Cypress Point Wealth Management, LLC | 3 | 3 | 1.12% | 2.03% | 3.30% | Q1 2023 | Q3 2023 | 3 |
AIRE ADVISORS, LLC | 3 | 3 | 2.84% | 3.04% | 3.28% | Q1 2023 | Q3 2023 | 3 |
TRUIST FINANCIAL CORP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
VeraBank, N.A. | 3 | 3 | 0.65% | 1.79% | 2.41% | Q1 2023 | Q3 2023 | 3 |
PFG Advisors | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
SNS Financial Group, LLC | 3 | 3 | 0.06% | 0.08% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Renaissance Technologies | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.12% | 0.14% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Grey Street Capital, LLC | 3 | 3 | 0.23% | 0.25% | 0.29% | Q1 2023 | Q3 2023 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.02% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
RESOLUTE FINANCIAL, LLC | 3 | 3 | 0.40% | 0.50% | 0.58% | Q2 2022 | Q4 2022 | 3 |
BANK OF AMERICA CORP /DE/ | 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 |
Your Advocates Ltd., LLP | 3 | 3 | 13.66% | 14.21% | 15.03% | Q1 2023 | Q3 2023 | 3 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Lee Financial Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 2 | 2 | 0.16% | 0.16% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Aspire Private Capital, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
GOLDMAN SACHS GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Keudell/Morrison Wealth Management | 2 | 2 | 4.41% | 4.83% | 5.25% | Q2 2022 | Q3 2022 | 2 |
Glass Jacobson Investment Advisors llc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
OneDigital Investment Advisors LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
STIFEL FINANCIAL CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Qube Research & Technologies Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Wealthcare Advisory Partners LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Tilson Financial Group, Inc. | 2 | 2 | 0.63% | 0.84% | 1.06% | Q2 2023 | Q3 2023 | 2 |
CLIENT 1ST ADVISORY GROUP, LLC | 2 | 2 | 1.39% | 2.69% | 4.00% | Q2 2023 | Q3 2023 | 2 |
Robertson Stephens Wealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Brainard Capital Management LLC | 2 | 2 | 0.31% | 0.39% | 0.47% | Q4 2022 | Q1 2023 | 2 |
DIMENSIONAL FUND ADVISORS LP | 2 | 2 | 0.31% | 0.31% | 0.31% | Q1 2022 | Q2 2022 | 2 |
Investmark Advisory Group LLC | 2 | 2 | 0.22% | 0.22% | 0.22% | Q2 2023 | Q3 2023 | 2 |
Planning Center, Inc. | 2 | 2 | 0.16% | 0.20% | 0.25% | Q3 2022 | Q4 2022 | 2 |
TOWNSQUARE CAPITAL LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Blue Trust, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
ASSET MANAGEMENT CORP /IL/ /ADV | 2 | 2 | 0.28% | 0.37% | 0.46% | Q4 2022 | Q1 2023 | 2 |
Jackson Hole Capital Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
CPWM, LLC | 2 | 2 | 0.09% | 0.13% | 0.16% | Q2 2022 | Q3 2022 | 2 |
WELLS FARGO & COMPANY/MN | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Heritage Investment Group, Inc. | 2 | 2 | 0.86% | 1.12% | 1.38% | Q2 2023 | Q3 2023 | 2 |
Perfromance Wealth Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Meredith Wealth Planning | 1 | 1 | 0.57% | 0.57% | 0.57% | Q3 2023 | Q3 2023 | 1 |
Concord Wealth Partners | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MONUMENTAL FINANCIAL GROUP INC. | 1 | 1 | 1.01% | 1.01% | 1.01% | Q2 2022 | Q2 2022 | 1 |
Sanford Advisory Services, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
Sageworth Trust Co of South Dakota | 1 | 1 | 2.11% | 2.11% | 2.11% | Q3 2023 | Q3 2023 | 1 |
CreativeOne Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Simplicity Wealth,LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Align Wealth Management, LLC | 1 | 1 | 4.57% | 4.57% | 4.57% | Q4 2022 | Q4 2022 | 1 |
Catalyst Capital Advisors LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q3 2023 | Q3 2023 | 1 |
Austin Wealth Management, LLC | 1 | 1 | 6.17% | 6.17% | 6.17% | Q3 2023 | Q3 2023 | 1 |
Colony Family Offices, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Capital Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LifeGuide Financial Advisors, LLC | 1 | 1 | 3.79% | 3.79% | 3.79% | Q3 2023 | Q3 2023 | 1 |
CarsonAllaria Wealth Management, Ltd. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2022 | Q3 2022 | 1 |
Tortoise Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WorthPointe, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
VALLEY WEALTH MANAGERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Mattern Wealth Management LLC | 1 | 1 | 1.36% | 1.36% | 1.36% | Q3 2023 | Q3 2023 | 1 |
Raymond James Financial Services Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Patriot Financial Group Insurance Agency, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Summit Wealth Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
CWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Pure Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
Chico Wealth RIA | 1 | 1 | 3.11% | 3.11% | 3.11% | Q2 2022 | Q2 2022 | 1 |
FIRETHORN WEALTH PARTNERS, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Leading Edge Financial Planning LLC | 1 | 1 | 3.87% | 3.87% | 3.87% | Q3 2023 | Q3 2023 | 1 |
MONOGRAPH WEALTH ADVISORS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
PNC FINANCIAL SERVICES GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Disciplined Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Tranquility Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Main Street Financial Solutions, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Lindbrook Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Millburn Ridgefield Corp | 1 | 1 | 1.00% | 1.00% | 1.00% | Q3 2023 | Q3 2023 | 1 |
Focused Wealth Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Laurel Wealth Advisors, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
WMS Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Intelligent Financial Strategies | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
MAI Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Glassman Wealth Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WEDBUSH SECURITIES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
WEALTHSPAN PARTNERS, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
OPTIMUM INVESTMENT ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
This page lists all the filers that currently own DIMENSIONAL ETF TRUST or have owned DIMENSIONAL ETF TRUST in the past.