Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
IFP Advisors, Inc | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Shearwater Capital LLC | 8 | 8 | 0.21% | 0.81% | 1.30% | Q4 2021 | Q3 2023 | 8 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
JANE STREET GROUP, LLC | 8 | 8 | 0.00% | 0.00% | 0.02% | Q4 2021 | Q3 2023 | 8 |
FIRETHORN WEALTH PARTNERS, LLC | 7 | 7 | 0.30% | 0.53% | 0.63% | Q1 2022 | Q3 2023 | 7 |
Diversified Portfolios, Inc. | 7 | 7 | 0.06% | 0.37% | 1.16% | Q1 2022 | Q3 2023 | 7 |
WEBSTERROGERS FINANCIAL ADVISORS, LLC | 7 | 7 | 0.46% | 0.81% | 2.60% | Q1 2022 | Q3 2023 | 7 |
Relaxing Retirement Coach | 7 | 7 | 3.20% | 4.34% | 5.47% | Q4 2021 | Q2 2023 | 7 |
Global Retirement Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
COLLECTIVE FAMILY OFFICE LLC | 7 | 7 | 0.40% | 2.97% | 4.34% | Q1 2022 | Q3 2023 | 7 |
TRIAD FINANCIAL ADVISORS, INC. | 7 | 7 | 0.15% | 0.41% | 0.57% | Q1 2022 | Q3 2023 | 7 |
OSAIC HOLDINGS, INC. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Mattern Wealth Management LLC | 7 | 7 | 0.07% | 1.40% | 2.88% | Q1 2022 | Q3 2023 | 7 |
COMMONWEALTH EQUITY SERVICES, LLC | 7 | 7 | 0.00% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
TRUIST FINANCIAL CORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Disciplined Investments, LLC | 7 | 7 | 0.01% | 0.25% | 0.52% | Q1 2022 | Q3 2023 | 7 |
Landmark Wealth Management, LLC | 7 | 7 | 1.07% | 1.50% | 2.17% | Q1 2022 | Q3 2023 | 7 |
Resonant Capital Advisors, LLC | 7 | 7 | 0.73% | 1.08% | 1.56% | Q1 2022 | Q3 2023 | 7 |
ENVESTNET ASSET MANAGEMENT INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 6 | 6 | 0.20% | 0.23% | 0.26% | Q2 2022 | Q3 2023 | 6 |
ASSETMARK, INC | 6 | 6 | 0.01% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Dynamic Advisor Solutions LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
PATHSTONE FAMILY OFFICE, LLC | 6 | 6 | 0.01% | 0.31% | 0.65% | Q2 2022 | Q3 2023 | 6 |
MATHER GROUP, LLC. | 6 | 6 | 0.04% | 0.16% | 0.24% | Q2 2022 | Q3 2023 | 6 |
Eldridge Investment Advisors, Inc. | 6 | 6 | 0.16% | 0.58% | 0.75% | Q2 2022 | Q3 2023 | 6 |
Avestar Capital, LLC | 6 | 6 | 0.08% | 0.10% | 0.13% | Q2 2022 | Q3 2023 | 6 |
Liberty Capital Management, Inc. | 6 | 6 | 0.68% | 0.76% | 0.84% | Q2 2022 | Q3 2023 | 6 |
PrairieView Partners, LLC | 6 | 6 | 0.01% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
American Investment Services, Inc. | 6 | 6 | 0.11% | 0.46% | 0.64% | Q2 2022 | Q3 2023 | 6 |
SOUNDMARK WEALTH MANAGEMENT, LLC | 6 | 6 | 0.48% | 0.55% | 0.63% | Q2 2022 | Q3 2023 | 6 |
Apella Capital, LLC | 3 | 3 | 0.43% | 0.61% | 0.70% | Q2 2022 | Q4 2023 | 6 |
Spinnaker Investment Group, LLC | 6 | 6 | 0.09% | 0.29% | 0.65% | Q2 2022 | Q3 2023 | 6 |
Private Advisor Group, LLC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Integrated Wealth Concepts LLC | 6 | 6 | 0.01% | 0.11% | 0.23% | Q2 2022 | Q3 2023 | 6 |
Rockwood Wealth Management, LLC | 6 | 6 | 0.10% | 0.31% | 0.69% | Q2 2022 | Q3 2023 | 6 |
PBMares Wealth Management LLC | 6 | 6 | 2.03% | 3.65% | 4.44% | Q2 2022 | Q3 2023 | 6 |
Blume Capital Management, Inc. | 6 | 6 | 0.05% | 0.35% | 0.55% | Q2 2022 | Q3 2023 | 6 |
SAX WEALTH ADVISORS, LLC | 6 | 6 | 0.06% | 0.13% | 0.19% | Q2 2022 | Q3 2023 | 6 |
PARK AVENUE SECURITIES LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Five Oceans Advisors | 6 | 6 | 0.47% | 0.67% | 0.84% | Q2 2022 | Q3 2023 | 6 |
LPL Financial LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Global Trust Asset Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q2 2023 | 5 |
Seaside Wealth Management, Inc. | 5 | 5 | 0.12% | 0.16% | 0.18% | Q2 2022 | Q2 2023 | 5 |
MBL Wealth, LLC | 5 | 5 | 0.38% | 2.75% | 4.28% | Q3 2022 | Q3 2023 | 5 |
RAM Investment Partners, LLC | 5 | 5 | 5.34% | 5.69% | 6.27% | Q4 2022 | Q4 2023 | 5 |
Baldrige Asset Management LLC | 5 | 5 | 0.04% | 0.33% | 0.56% | Q1 2022 | Q1 2023 | 5 |
Rather & Kittrell, Inc. | 5 | 5 | 0.37% | 7.46% | 10.21% | Q3 2022 | Q3 2023 | 5 |
Relative Value Partners Group, LLC | 5 | 5 | 0.28% | 0.33% | 0.39% | Q3 2022 | Q3 2023 | 5 |
Allworth Financial LP | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 5 |
STIFEL FINANCIAL CORP | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Quantitative Advantage, LLC | 5 | 5 | 0.07% | 0.07% | 0.08% | Q1 2022 | Q1 2023 | 5 |
Laurel Wealth Advisors, Inc. | 5 | 5 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q4 2022 | 5 |
ROYAL BANK OF CANADA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Sequoia Financial Advisors, LLC | 5 | 5 | 0.66% | 1.39% | 2.54% | Q3 2022 | Q3 2023 | 5 |
OLD MISSION CAPITAL LLC | 4 | 1 | 0.02% | 0.10% | 0.18% | Q4 2021 | Q2 2023 | 5 |
Wealthstream Advisors, Inc. | 5 | 5 | 0.15% | 0.42% | 0.73% | Q3 2022 | Q3 2023 | 5 |
UBS Group AG | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 5 |
US BANCORP \DE\ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Annapolis Financial Services, LLC | 5 | 5 | 0.01% | 0.14% | 0.20% | Q3 2022 | Q3 2023 | 5 |
FORVIS Wealth Advisors, LLC | 5 | 5 | 0.01% | 0.03% | 0.04% | Q2 2022 | Q2 2023 | 5 |
LINCOLN NATIONAL CORP | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Waypoint Capital Advisors, LLC | 5 | 5 | 0.11% | 0.14% | 0.18% | Q3 2022 | Q3 2023 | 5 |
SJS Investment Consulting Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.16% | 0.17% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Wescott Financial Advisory Group, LLC | 4 | 4 | 0.90% | 1.39% | 1.95% | Q4 2022 | Q3 2023 | 4 |
Silicon Hills Wealth Management, LLC | 3 | 1 | 0.33% | 1.47% | 2.68% | Q4 2021 | Q2 2023 | 4 |
Facet Wealth, Inc. | 4 | 4 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q2 2023 | 4 |
MARYLAND CAPITAL ADVISORS INC. | 4 | 4 | 6.53% | 6.74% | 7.09% | Q4 2022 | Q3 2023 | 4 |
QUARRY HILL ADVISORS, LLC | 4 | 4 | 3.44% | 3.90% | 4.40% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Compass Financial Group, Inc. | 4 | 4 | 4.84% | 5.06% | 5.36% | Q4 2022 | Q3 2023 | 4 |
Texas Capital Bank Wealth Management Services Inc | 4 | 4 | 0.06% | 0.10% | 0.14% | Q4 2022 | Q3 2023 | 4 |
RETIREMENT GUYS FORMULA LLC | 4 | 4 | 0.27% | 0.32% | 0.38% | Q4 2022 | Q3 2023 | 4 |
LEGACY FINANCIAL GROUP, INC. | 4 | 4 | 2.74% | 3.34% | 4.55% | Q4 2022 | Q3 2023 | 4 |
SeaCrest Wealth Management, LLC | 3 | 1 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.20% | 0.20% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Landmark Financial Advisors, LLC | 4 | 4 | 1.26% | 1.97% | 3.48% | Q4 2022 | Q3 2023 | 4 |
Graves Light Lenhart Wealth, Inc. | 4 | 4 | 1.13% | 1.55% | 2.47% | Q4 2022 | Q3 2023 | 4 |
ASSET PLANNING CORPORATION | 4 | 4 | 9.72% | 11.00% | 12.27% | Q4 2022 | Q3 2023 | 4 |
Forum Financial Management, LP | 4 | 4 | 0.05% | 0.08% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Foster Group, Inc. | 4 | 4 | 0.28% | 0.30% | 0.34% | Q4 2022 | Q3 2023 | 4 |
WPWealth LLP | 4 | 4 | 0.15% | 0.22% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Modera Wealth Management, LLC | 4 | 4 | 0.07% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Strategic Investment Solutions, Inc. /IL | 4 | 4 | 0.06% | 0.32% | 0.82% | Q4 2022 | Q3 2023 | 4 |
Chico Wealth RIA | 4 | 4 | 3.16% | 8.52% | 15.30% | Q1 2022 | Q4 2022 | 4 |
Belpointe Asset Management LLC | 4 | 4 | 0.00% | 0.01% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Core Wealth Management, Inc. | 4 | 4 | 1.64% | 1.91% | 2.17% | Q4 2022 | Q3 2023 | 4 |
Rehmann Capital Advisory Group | 4 | 4 | 0.04% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
First Ascent Asset Management, LLC | 4 | 4 | 5.63% | 5.98% | 6.39% | Q4 2022 | Q3 2023 | 4 |
CPA Asset Management LLC | 4 | 4 | 0.30% | 0.32% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Western Wealth Management, LLC | 4 | 4 | 0.05% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Helen Stephens Group, LLC | 4 | 4 | 0.88% | 1.09% | 1.34% | Q4 2022 | Q3 2023 | 4 |
ADVISOR PARTNERS II, LLC | 3 | 1 | 0.10% | 0.29% | 0.41% | Q3 2022 | Q3 2023 | 4 |
FLOW TRADERS U.S. LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q2 2023 | 4 |
Creative Capital Management Investments LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
McIlrath & Eck, LLC | 4 | 4 | 0.00% | 0.01% | 0.04% | Q4 2022 | Q3 2023 | 4 |
ROBERTS GLORE & CO INC /IL/ | 4 | 4 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
SAGE RHINO CAPITAL LLC | 4 | 4 | 0.63% | 0.65% | 0.66% | Q4 2022 | Q3 2023 | 4 |
GEM Asset Management, LLC | 4 | 4 | 1.95% | 2.35% | 2.76% | Q4 2022 | Q3 2023 | 4 |
Kestra Advisory Services, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Parcion Private Wealth LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q3 2022 | 3 |
Verus Financial Partners, Inc. | 3 | 3 | 0.30% | 0.35% | 0.42% | Q1 2023 | Q3 2023 | 3 |
25 LLC | 3 | 3 | 0.22% | 0.23% | 0.24% | Q1 2023 | Q3 2023 | 3 |
Beta Wealth Group, Inc. | 3 | 3 | 0.21% | 0.22% | 0.23% | Q1 2023 | Q3 2023 | 3 |
BANK OF AMERICA CORP /DE/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Copperleaf Capital, LLC | 3 | 3 | 0.28% | 0.32% | 0.38% | Q1 2023 | Q3 2023 | 3 |
North Ridge Wealth Advisors, Inc. | 3 | 3 | 0.71% | 0.89% | 1.09% | Q1 2023 | Q3 2023 | 3 |
Baker Avenue Asset Management, LP | 3 | 3 | 0.06% | 0.08% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Tidal Investments LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Safeguard Investment Advisory Group, LLC | 3 | 3 | 0.31% | 0.36% | 0.40% | Q1 2023 | Q3 2023 | 3 |
Simplicity Solutions, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Goepper Burkhardt LLC | 3 | 3 | 0.16% | 0.16% | 0.17% | Q1 2023 | Q3 2023 | 3 |
Alpha Financial Advisors, LLC | 3 | 3 | 0.12% | 0.15% | 0.17% | Q4 2022 | Q2 2023 | 3 |
MORGAN STANLEY | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MML INVESTORS SERVICES, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Advisory Services Network, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Patriot Financial Group Insurance Agency, LLC | 2 | 2 | 0.34% | 0.36% | 0.38% | Q2 2023 | Q3 2023 | 2 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 2 | 2 | 0.01% | 0.09% | 0.17% | Q4 2022 | Q1 2023 | 2 |
Truepoint, Inc. | 2 | 2 | 0.10% | 1.45% | 2.79% | Q2 2023 | Q3 2023 | 2 |
West Financial Advisors, LLC | 1 | 1 | 0.14% | 1.05% | 1.97% | Q3 2022 | Q3 2023 | 2 |
AE Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
True Wealth Design, LLC | 2 | 2 | 0.82% | 0.90% | 0.98% | Q4 2022 | Q1 2023 | 2 |
Aveo Capital Partners, LLC | 2 | 2 | 0.03% | 0.29% | 0.54% | Q1 2022 | Q2 2022 | 2 |
CPWM, LLC | 2 | 2 | 0.27% | 0.28% | 0.29% | Q2 2022 | Q3 2022 | 2 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
DIMENSIONAL FUND ADVISORS LP | 2 | 2 | 0.00% | 0.10% | 0.20% | Q4 2021 | Q1 2022 | 2 |
Beaird Harris Wealth Management, LLC | 2 | 2 | 6.23% | 6.67% | 7.10% | Q2 2023 | Q3 2023 | 2 |
Evanson Asset Management, LLC | 2 | 2 | 0.10% | 0.14% | 0.18% | Q2 2023 | Q3 2023 | 2 |
DBK Financial Counsel, LLC | 2 | 2 | 0.40% | 0.41% | 0.42% | Q2 2022 | Q3 2022 | 2 |
CAPTRUST FINANCIAL ADVISORS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 2 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Waverly Advisors, LLC | 2 | 2 | 0.16% | 0.16% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Aspire Wealth Management Corp | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Main Street Financial Solutions, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Teamwork Financial Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Renaissance Technologies | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Versant Capital Management, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Sigma Planning Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Glass Jacobson Investment Advisors llc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
AdvisorNet Financial, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Financial Strategies Group, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2022 | Q2 2022 | 1 |
Pure Financial Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2023 | Q4 2023 | 1 |
BLUESTEIN R H & CO LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Austin Wealth Management, LLC | 1 | 1 | 6.37% | 6.37% | 6.37% | Q3 2023 | Q3 2023 | 1 |
Savant Capital, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Envision Financial Planning, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2023 | Q3 2023 | 1 |
HighTower Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Farther Finance Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Planning Center, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
WEALTHSPAN PARTNERS, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2023 | Q3 2023 | 1 |
Herold Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
IFG Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
RCS Financial Planning, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
Betterment LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BLAIR WILLIAM & CO/IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Creative Planning | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WELLS FARGO & COMPANY/MN | 1 | 1 | 0.00% | 0.00% | 0.00% | 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.