Filing Research
Snapshot holdings
#
1Forum Financial Management, LP$725.8M
2Apella Capital, LLC$144.1M
3Trust Co of the South$122.6M
4GREAT OAK CAPITAL PARTNERS, LLC$100.2M
5Sequoia Financial Advisors, LLC$97.3M
6WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$79.6M
7Evanson Financial, LLC$76.2M
8Abacus Wealth Partners, LLC$71.6M
9Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$64.5M
10Great Waters Wealth Management$62.1M
11BAYSHORE ASSET MANAGEMENT, LLC$57.1M
12Plancorp, LLC$52.8M
13SAX WEALTH ADVISORS, LLC$48.4M
14KEB ASSET MANAGEMENT, LLC$47.9M
15Tumwater Wealth Management, LLC$44.5M
16Confluence Wealth Services, Inc.$38.8M
17Beaird Harris Wealth Management, LLC$33.0M
18Summit Financial Strategies, Inc.$33.0M
19NorthAvenue LLC$31.8M
20Conrad Siegel Investment Advisors, Inc.$31.1M
21TFC Financial Management, Inc.$28.8M
22Cambridge Financial Group, LLC$28.4M
23Meritas Wealth Management, LLC$28.2M
24Foster Group, Inc.$26.9M
25Henrickson Nauta Wealth Advisors, Inc.$26.9M
26MISSION WEALTH MANAGEMENT, LP$26.1M
27ECLECTIC ASSOCIATES INC /ADV$25.8M
28Elser Financial Planning, Inc$25.1M
29Guardian Wealth Management, LLC$24.6M
30KELLY FINANCIAL GROUP LLC$23.1M
31Farther Finance Advisors, LLC$22.7M
32Kilner Capital Advisors, LLC$22.3M
33BRIDGE GENERATIONS WEALTH MANAGEMENT LLC$21.8M
34D.A. DAVIDSON & CO.$21.3M
35Keyes, Stange & Wooten Wealth Management, LLC$21.1M
36Prism Advisors, Inc.$20.5M
37DOPKINS WEALTH MANAGEMENT, LLC$20.5M
38RF&L WEALTH MANAGEMENT, LLC$20.2M
39Tiller Private Wealth, Inc.$19.1M
40Quantum Financial Advisors, LLC$17.6M
41OLIO Financial Planning$16.3M
42FIDUCIARY FINANCIAL GROUP, LLC$15.8M
43HMV Wealth Advisors, LLC$15.5M
44JDH Wealth Management, LLC$15.2M
45ShankerValleau Wealth Advisors, Inc.$14.6M
46ANDREWS, LUCIA WEALTH MANAGEMENT LLC$14.4M
47Kings Path Partners LLC$14.2M
48Capstone Wealth Management, LLC$13.7M
49ASPIRIANT, LLC$13.2M
50Moisand Fitzgerald Tamayo, LLC$13.1M
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Manager changes
#
1
Forum Financial Management, LP
+$79.5M
2
MISSION WEALTH MANAGEMENT, LP
+$13.6M
3
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
+$11.9M
4
Sequoia Financial Advisors, LLC
+$11.5M
5
Trust Co of the South
+$10.8M
6
Confluence Wealth Services, Inc.
+$10.2M
7
Great Waters Wealth Management
+$8.8M
8
GREAT OAK CAPITAL PARTNERS, LLC
+$7.6M
9
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
+$7.4M
10
Farther Finance Advisors, LLC
+$5.9M
11
D.A. DAVIDSON & CO.
+$5.5M
12
Tumwater Wealth Management, LLC
+$5.2M
13
Summit Financial Strategies, Inc.
+$5.1M
14
KEB ASSET MANAGEMENT, LLC
+$4.9M
15
BAYSHORE ASSET MANAGEMENT, LLC
+$4.9M
16
NorthAvenue LLC
+$4.3M
17
Kings Path Partners LLC
+$4.2M
18
Cambridge Financial Group, LLC
+$4.0M
19
ECLECTIC ASSOCIATES INC /ADV
+$4.0M
20
Conrad Siegel Investment Advisors, Inc.
+$3.6M
21
Henrickson Nauta Wealth Advisors, Inc.
+$3.5M
22
SAX WEALTH ADVISORS, LLC
+$3.3M
23
TFC Financial Management, Inc.
+$3.2M
24
Meritas Wealth Management, LLC
+$2.9M
25
Apella Capital, LLC
+$2.8M
26
Beaird Harris Wealth Management, LLC
+$2.7M
27
KELLY FINANCIAL GROUP LLC
+$2.6M
28
FIDUCIARY FINANCIAL GROUP, LLC
+$2.6M
29
NorthCrest Asset Manangement, LLC
+$2.5M
30
Kilner Capital Advisors, LLC
+$2.4M
31
Keyes, Stange & Wooten Wealth Management, LLC
+$2.4M
32
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC
+$2.4M
33
Guardian Wealth Management, LLC
+$2.3M
34
Foster Group, Inc.
+$2.3M
35
Apollon Wealth Management, LLC
+$2.3M
36
Quantum Financial Planning Services, Inc.
+$2.2M
37
Elser Financial Planning, Inc
+$2.1M
38
RF&L WEALTH MANAGEMENT, LLC
+$2.1M
39
Pioneer Wealth Management Group
+$2.0M
40
OLIO Financial Planning
+$2.0M
41
DOPKINS WEALTH MANAGEMENT, LLC
+$1.9M
42
Tiller Private Wealth, Inc.
+$1.9M
43
Avondale Wealth Management
+$1.9M
44
Quantum Financial Advisors, LLC
+$1.8M
45
HMV Wealth Advisors, LLC
+$1.7M
46
Prism Advisors, Inc.
+$1.6M
47
Spire Wealth Management
+$1.5M
48
City State Bank
+$1.5M
49
Walsh & Associates, LLC
+$1.5M
50
ANDREWS, LUCIA WEALTH MANAGEMENT LLC
+$1.5M
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Filing Research | DIMENSIONAL ETF TRUST Institutional Holdings