HoldingsChannel.com
Funds Holding DFAS

On this page, we present all of the funds holding DFAS from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding DFAS, with a link to that fund's top holdings. The next columns indicate the amount of DFAS stock held by each of the funds holding DFAS, followed by the DFAS position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 474 funds holding DFAS within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Creative Planning. For more details on the positions held by Creative Planning (or by any of the other funds holding DFAS), click the fund name in the "Holder" column of the funds-holding-DFAS table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Creative Planning9,892,843$542,128 06/30/2023
     DFAS9,892,843$542,128 06/30/2023
Index Fund Advisors Inc.6,760,456$370,473 06/30/2023
     DFAS6,760,456$370,473 06/30/2023
Northern Trust Corp5,630,693$308,562 06/30/2023
     DFAS5,630,693$308,562 06/30/2023
Buckingham Strategic Wealth LLC2,669,771$146,303 06/30/2023
     DFAS2,669,771$146,303 06/30/2023
Envestnet Asset Management Inc.2,296,431$125,844 06/30/2023
     DFAS2,296,431$125,844 06/30/2023
TCI Wealth Advisors Inc.1,980,320$108,522 06/30/2023
     DFAS1,980,320$108,522 06/30/2023
Plancorp LLC1,509,367$82,713 06/30/2023
     DFAS1,509,367$82,713 06/30/2023
Resource Consulting Group Inc.1,391,338$76,245 06/30/2023
     DFAS1,391,338$76,245 06/30/2023
Alaska Permanent Fund Corp1,216,032$66,639 06/30/2023
     DFAS1,216,032$66,639 06/30/2023
Mercer Global Advisors Inc. ADV1,117,277$61,226 06/30/2023
     DFAS1,117,277$61,226 06/30/2023
Bank of America Corp DE1,061,815$58,187 06/30/2023
     DFAS1,061,815$58,187 06/30/2023
Beaird Harris Wealth Management LLC961,037$52,665 06/30/2023
     DFAS961,037$52,665 06/30/2023
Evanson Asset Management LLC824,346$45,174 06/30/2023
     DFAS824,346$45,174 06/30/2023
Moisand Fitzgerald Tamayo LLC792,218$43,414 06/30/2023
     DFAS792,218$43,414 06/30/2023
ML & R Wealth Management LLC710,546$38,938 06/30/2023
     DFAS710,546$38,938 06/30/2023
Northwestern Mutual Wealth Management Co.651,004$35,675 06/30/2023
     DFAS651,004$35,675 06/30/2023
CI Private Wealth LLC642,214$35,193 06/30/2023
     DFAS642,214$35,193 06/30/2023
Pure Financial Advisors Inc.634,812$34,788 06/30/2023
     DFAS634,812$34,788 06/30/2023
Stordahl Capital Management Inc.622,643$34,121 06/30/2023
     DFAS622,643$34,121 06/30/2023
Savant Capital LLC605,406$33,176 06/30/2023
     DFAS605,406$33,176 06/30/2023
Dixon Fnancial Services Inc.604,920$33,150 06/30/2023
     DFAS604,920$33,150 06/30/2023
Bouchey Financial Group Ltd587,732$32,208 06/30/2023
     DFAS587,732$32,208 06/30/2023
Vista Wealth Management Group LLC583,189$31,959 06/30/2023
     DFAS583,189$31,959 06/30/2023
Commonwealth Equity Services LLC573,480$31,427 06/30/2023
     DFAS573,480$31,427 06/30/2023
Foster Group Inc.537,408$29,450 06/30/2023
     DFAS537,408$29,450 06/30/2023
Relaxing Retirement Coach534,148$29,271 06/30/2023
     DFAS534,148$29,271 06/30/2023
RSM US Wealth Management LLC503,840$27,610 06/30/2023
     DFAS503,840$27,610 06/30/2023
Heritage Investment Group Inc.502,392$27,531 06/30/2023
     DFAS502,392$27,531 06/30/2023
BKD Wealth Advisors LLC493,635$27,051 06/30/2023
     DFAS493,635$27,051 06/30/2023
Austin Asset Management Co Inc468,884$25,695 06/30/2023
     DFAS468,884$25,695 06/30/2023
Sequoia Financial Advisors LLC438,225$24,015 06/30/2023
     DFAS438,225$24,015 06/30/2023
LPL Financial LLC435,988$23,892 06/30/2023
     DFAS435,988$23,892 06/30/2023
Chicago Partners Investment Group LLC364,299$20,725 06/30/2023
     DFAS364,299$20,725 06/30/2023
Modera Wealth Management LLC376,979$20,658 06/30/2023
     DFAS376,979$20,658 06/30/2023
Great Waters Wealth Management366,284$20,072 06/30/2023
     DFAS366,284$20,072 06/30/2023
Tillman Hartley LLC324,996$17,810 06/30/2023
     DFAS324,996$17,810 06/30/2023
Buckingham Strategic Partners316,619$17,351 06/30/2023
     DFAS316,619$17,351 06/30/2023
Planning Center Inc.309,886$16,982 06/30/2023
     DFAS309,886$16,982 06/30/2023
First National Trust Co303,676$16,641 06/30/2023
     DFAS303,676$16,641 06/30/2023
Bank of Montreal Can297,816$16,392 06/30/2023
     DFAS297,816$16,392 06/30/2023
Empirical Financial Services LLC d.b.a. Empirical Wealth Management299,087$16,390 06/30/2023
     DFAS299,087$16,390 06/30/2023
McLean Asset Management Corp294,955$16,164 06/30/2023
     DFAS294,955$16,164 06/30/2023
Heritage Wealth Management Inc. Texas286,790$15,716 06/30/2023
     DFAS286,790$15,716 06/30/2023
Jackson Thornton Asset Management LLC284,915$15,613 06/30/2023
     DFAS284,915$15,613 06/30/2023
UBS Group AG283,282$15,524 06/30/2023
     DFAS283,282$15,524 06/30/2023
Disciplined Equity Management Inc.271,166$14,860 06/30/2023
     DFAS271,166$14,860 06/30/2023
Sax Wealth Advisors LLC271,113$14,857 06/30/2023
     DFAS271,113$14,857 06/30/2023
Builder Investment Group Inc. ADV270,819$14,841 06/30/2023
     DFAS270,819$14,841 06/30/2023
Truist Financial Corp270,368$14,816 06/30/2023
     DFAS270,368$14,816 06/30/2023
Raymond James Financial Services Advisors Inc.269,310$14,758 06/30/2023
     DFAS269,310$14,758 06/30/2023
Brown Advisory Inc.265,975$14,575 06/30/2023
     DFAS265,975$14,575 06/30/2023
AdvisorNet Financial Inc263,547$14,442 06/30/2023
     DFAS263,547$14,442 06/30/2023
SRS Capital Advisors Inc.257,459$14,109 06/30/2023
     DFAS257,459$14,109 06/30/2023
Royal Bank of Canada251,827$13,800 06/30/2023
     DFAS251,827$13,800 06/30/2023
Tanager Wealth Management LLP242,088$13,266 06/30/2023
     DFAS242,088$13,266 06/30/2023
Garrett Investment Advisors LLC240,588$13,184 06/30/2023
     DFAS240,588$13,184 06/30/2023
Carlson Capital Management237,376$13,008 06/30/2023
     DFAS237,376$13,008 06/30/2023
Beacon Pointe Advisors LLC237,356$13,007 06/30/2023
     DFAS237,356$13,007 06/30/2023
Lutz Financial Services LLC225,201$12,341 06/30/2023
     DFAS225,201$12,341 06/30/2023
Mission Wealth Management LP225,121$12,337 06/30/2023
     DFAS225,121$12,337 06/30/2023
Advisor Group Holdings Inc.218,553$11,983 06/30/2023
     DFAS218,553$11,983 06/30/2023
EP Wealth Advisors LLC221,086$11,852 06/30/2023
     DFAS221,086$11,852 06/30/2023
Larson Financial Group LLC214,442$11,751 06/30/2023
     DFAS214,442$11,751 06/30/2023
Systelligence LLC214,281$11,743 06/30/2023
     DFAS214,281$11,743 06/30/2023
Confluence Wealth Services Inc.214,257$11,741 06/30/2023
     DFAS214,257$11,741 06/30/2023
Hurlow Wealth Management Group Inc.210,220$11,520 06/30/2023
     DFAS210,220$11,520 06/30/2023
First Command Bank206,344$11,308 06/30/2023
     DFAS206,344$11,308 06/30/2023
First Command Financial Services Inc.206,344$11,308 06/30/2023
     DFAS206,344$11,308 06/30/2023
Thrivent Financial for Lutherans196,524$10,734 06/30/2023
     DFAS196,524$10,734 06/30/2023
Monograph Wealth Advisors LLC193,710$10,615 06/30/2023
     DFAS193,710$10,615 06/30/2023
Mariner LLC187,176$10,257 06/30/2023
     DFAS187,176$10,257 06/30/2023
Market Street Wealth Management Advisors LLC179,568$9,840 06/30/2023
     DFAS179,568$9,840 06/30/2023
Advisory Services & Investments LLC178,317$9,772 06/30/2023
     DFAS178,317$9,772 06/30/2023
West Financial Advisors LLC174,298$9,552 06/30/2023
     DFAS174,298$9,552 06/30/2023
Veritable L.P.171,840$9,417 06/30/2023
     DFAS171,840$9,417 06/30/2023
G2 Capital Management LLC OH171,084$9,375 06/30/2023
     DFAS171,084$9,375 06/30/2023
Column Capital Advisors LLC275,749$9,362 06/30/2023
     DFAS275,749$9,362 06/30/2023
Aire Advisors LLC167,952$9,256 06/30/2023
     DFAS167,952$9,256 06/30/2023
McGlone Suttner Wealth Management Inc.166,541$9,127 06/30/2023
     DFAS166,541$9,127 06/30/2023
American Investment Services Inc.159,995$8,768 06/30/2023
     DFAS159,995$8,768 06/30/2023
Baird Financial Group Inc.158,875$8,706 06/30/2023
     DFAS158,875$8,706 06/30/2023
Forum Private Client Group LLC158,628$8,693 06/30/2023
     DFAS158,628$8,693 06/30/2023
Cardiff Park Advisors LLC157,703$8,642 06/30/2023
     DFAS157,703$8,642 06/30/2023
WorthPointe LLC152,746$8,370 06/30/2023
     DFAS152,746$8,370 06/30/2023
Financial Connections Group Inc.151,304$8,291 06/30/2023
     DFAS151,304$8,291 06/30/2023
Monticello Wealth Management LLC147,767$8,098 06/30/2023
     DFAS147,767$8,098 06/30/2023
Cerity Partners LLC143,917$7,887 06/30/2023
     DFAS143,917$7,887 06/30/2023
Your Advocates Ltd. LLP142,708$7,820 06/30/2023
     DFAS142,708$7,820 06/30/2023
Capital Performance Advisors LLP142,310$7,799 06/30/2023
     DFAS142,310$7,799 06/30/2023
Forum Financial Management LP142,230$7,794 06/30/2023
     DFAS142,230$7,794 06/30/2023
Midwest Heritage Bank FSB140,263$7,686 06/30/2023
     DFAS140,263$7,686 06/30/2023
Gemmer Asset Management LLC138,998$7,617 06/30/2023
     DFAS138,998$7,617 06/30/2023
Keb Asset Management LLC137,616$7,541 06/30/2023
     DFAS137,616$7,541 06/30/2023
Spinnaker Investment Group LLC136,795$7,529 06/30/2023
     DFAS136,795$7,529 06/30/2023
TFO TDC LLC134,973$7,397 06/30/2023
     DFAS134,973$7,397 06/30/2023
Armor Investment Advisors LLC134,562$7,374 06/30/2023
     DFAS134,562$7,374 06/30/2023
Regal Wealth Group Inc.135,317$7,330 06/30/2023
     DFAS135,317$7,330 06/30/2023
Spire Wealth Management132,001$7,234 06/30/2023
     DFAS132,001$7,234 06/30/2023
Traverso Chambers Private Wealth Management LLC129,795$7,113 06/30/2023
     DFAS129,795$7,113 06/30/2023
Comerica Securities Inc.128,414$7,037 06/30/2023
     DFAS128,414$7,037 06/30/2023
Aspiriant LLC128,147$7,022 06/30/2023
     DFAS128,147$7,022 06/30/2023
Enzi Wealth121,849$6,860 06/30/2023
     DFAS121,849$6,860 06/30/2023
Alpha Financial Advisors LLC124,691$6,833 06/30/2023
     DFAS124,691$6,833 06/30/2023
Financial Advocates Investment Management122,034$6,687 06/30/2023
     DFAS122,034$6,687 06/30/2023
Annapolis Financial Services LLC120,423$6,599 06/30/2023
     DFAS120,423$6,599 06/30/2023
Bordeaux Wealth Advisors LLC114,832$6,293 06/30/2023
     DFAS114,832$6,293 06/30/2023
GWM Advisors LLC114,710$6,286 06/30/2023
     DFAS114,710$6,286 06/30/2023
Lam Group Inc.114,567$6,278 06/30/2023
     DFAS114,567$6,278 06/30/2023
HighTower Advisors LLC113,690$6,228 06/30/2023
     DFAS113,690$6,228 06/30/2023
Bridgewater Advisors Inc.112,594$6,170 06/30/2023
     DFAS112,594$6,170 06/30/2023
Allworth Financial LP112,545$6,167 06/30/2023
     DFAS112,545$6,167 06/30/2023
Dynamic Advisor Solutions LLC109,093$5,978 06/30/2023
     DFAS109,093$5,978 06/30/2023
Claris Advisors LLC MO105,623$5,788 06/30/2023
     DFAS105,623$5,788 06/30/2023
CarsonAllaria Wealth Management Ltd.105,492$5,781 06/30/2023
     DFAS105,492$5,781 06/30/2023
PBMares Wealth Management LLC103,143$5,652 06/30/2023
     DFAS103,143$5,652 06/30/2023
Colorado Capital Management Inc.101,711$5,573 06/30/2023
     DFAS101,711$5,573 06/30/2023
Continuum Wealth Advisors LLC101,035$5,537 06/30/2023
     DFAS101,035$5,537 06/30/2023
FLC Capital Advisors99,258$5,439 06/30/2023
     DFAS99,258$5,439 06/30/2023
RF&L Wealth Management LLC98,789$5,414 06/30/2023
     DFAS98,789$5,414 06/30/2023
United Capital Financial Advisers LLC98,455$5,395 06/30/2023
     DFAS98,455$5,395 06/30/2023
Whittier Trust Co.97,555$5,345 06/30/2023
     DFAS97,555$5,345 06/30/2023
Tilson Financial Group Inc.95,934$5,257 06/30/2023
     DFAS95,934$5,257 06/30/2023
JPMorgan Chase & Co.93,989$5,151 06/30/2023
     DFAS93,989$5,151 06/30/2023
Pinnacle Financial Group LLC IL93,810$5,141 06/30/2023
     DFAS93,810$5,141 06/30/2023
Hardy Reed LLC92,969$5,095 06/30/2023
     DFAS92,969$5,095 06/30/2023
Hill Investment Group Partners LLC92,635$5,076 06/30/2023
     DFAS92,635$5,076 06/30/2023
Kooman & Associates91,140$4,994 06/30/2023
     DFAS91,140$4,994 06/30/2023
Ruedi Wealth Management Inc.89,739$4,918 06/30/2023
     DFAS89,739$4,918 06/30/2023
Advisory Alpha LLC89,498$4,905 06/30/2023
     DFAS89,498$4,905 06/30/2023
Morgan Stanley88,898$4,872 06/30/2023
     DFAS88,898$4,872 06/30/2023
Merriman Wealth Management LLC88,600$4,855 06/30/2023
     DFAS88,600$4,855 06/30/2023
Andrews Lucia Wealth Management LLC86,351$4,732 06/30/2023
     DFAS86,351$4,732 06/30/2023
Waterfront Wealth Inc.82,700$4,712 06/30/2023
     DFAS82,700$4,712 06/30/2023
Cambridge Investment Research Advisors Inc.85,903$4,707 06/30/2023
     DFAS85,903$4,707 06/30/2023
Zhang Financial LLC85,464$4,693 06/30/2023
     DFAS85,464$4,693 06/30/2023
Bayshore Asset Management LLC80,541$4,564 06/30/2023
     DFAS80,541$4,564 06/30/2023
Wescott Financial Advisory Group LLC82,531$4,523 06/30/2023
     DFAS82,531$4,523 06/30/2023
Cetera Investment Advisers82,165$4,503 06/30/2023
     DFAS82,165$4,503 06/30/2023
Financial Counselors Inc.82,061$4,497 06/30/2023
     DFAS82,061$4,497 06/30/2023
Raymond James & Associates80,654$4,420 06/30/2023
     DFAS80,654$4,420 06/30/2023
UMA Financial Services Inc.76,419$4,206 06/30/2023
     DFAS76,419$4,206 06/30/2023
Captrust Financial Advisors74,201$4,066 06/30/2023
     DFAS74,201$4,066 06/30/2023
GEM Asset Management LLC72,834$3,991 06/30/2023
     DFAS72,834$3,991 06/30/2023
FinDec Wealth Services Inc.71,262$3,905 06/30/2023
     DFAS71,262$3,905 06/30/2023
First Western Trust Bank70,985$3,890 06/30/2023
     DFAS70,985$3,890 06/30/2023
Soundmark Wealth Management LLC69,749$3,822 06/30/2023
     DFAS69,749$3,822 06/30/2023
Kraft Asset Management LLC69,035$3,783 06/30/2023
     DFAS69,035$3,783 06/30/2023
MML Investors Services LLC67,362$3,691 06/30/2023
     DFAS67,362$3,691 06/30/2023
M Financial Asset Management Inc.69,401$3,657 03/31/2023
     DFAS69,401$3,657 03/31/2023
Private Advisor Group LLC64,491$3,595 06/30/2023
     DFAS64,491$3,595 06/30/2023
Phillips Financial Management LLC64,321$3,525 06/30/2023
     DFAS64,321$3,525 06/30/2023
Investmark Advisory Group LLC63,891$3,501 06/30/2023
     DFAS63,891$3,501 06/30/2023
Apella Capital LLC60,369$3,308 06/30/2023
     DFAS60,369$3,308 06/30/2023
Bank of New York Mellon Corp59,516$3,261 06/30/2023
     DFAS59,516$3,261 06/30/2023
Efficient Advisors LLC59,195$3,244 06/30/2023
     DFAS59,195$3,244 06/30/2023
Dopkins Wealth Management LLC58,376$3,199 06/30/2023
     DFAS58,376$3,199 06/30/2023
Altiora Financial Group LLC58,270$3,193 06/30/2023
     DFAS58,270$3,193 06/30/2023
Syverson Strege & Co57,860$3,171 06/30/2023
     DFAS57,860$3,171 06/30/2023
Jane Street Group LLC57,669$3,160 06/30/2023
     DFAS57,669$3,160 06/30/2023
Trinity Financial Advisors LLC57,142$3,131 06/30/2023
     DFAS57,142$3,131 06/30/2023
Great Valley Advisor Group Inc.56,093$3,074 06/30/2023
     DFAS56,093$3,074 06/30/2023
Ironwood Financial llc54,728$2,999 06/30/2023
     DFAS54,728$2,999 06/30/2023
Brainard Capital Management LLC56,790$2,993 03/31/2023
     DFAS56,790$2,993 03/31/2023
Gladstone Institutional Advisory LLC52,183$2,860 06/30/2023
     DFAS52,183$2,860 06/30/2023
D.A. Davidson & CO.51,468$2,820 06/30/2023
     DFAS51,468$2,820 06/30/2023
3D L Capital Management LLC51,146$2,803 06/30/2023
     DFAS51,146$2,803 06/30/2023
Baker Boyer National Bank50,675$2,776 06/30/2023
     DFAS50,675$2,776 06/30/2023
First Republic Investment Management Inc.49,868$2,733 06/30/2023
     DFAS49,868$2,733 06/30/2023
VeraBank N.A.47,770$2,618 06/30/2023
     DFAS47,770$2,618 06/30/2023
Symmetry Partners LLC47,433$2,599 06/30/2023
     DFAS47,433$2,599 06/30/2023
SC&H Financial Advisors Inc.47,278$2,591 06/30/2023
     DFAS47,278$2,591 06/30/2023
Glass Jacobson Investment Advisors llc46,561$2,552 06/30/2023
     DFAS46,561$2,552 06/30/2023
Wealthstream Advisors Inc.45,474$2,492 06/30/2023
     DFAS45,474$2,492 06/30/2023
Avantax Advisory Services Inc.44,783$2,454 06/30/2023
     DFAS44,783$2,454 06/30/2023
Kestra Advisory Services LLC44,590$2,444 06/30/2023
     DFAS44,590$2,444 06/30/2023
Wade Financial Advisory Inc44,227$2,424 06/30/2023
     DFAS44,227$2,424 06/30/2023
RS Crum Inc.43,273$2,371 06/30/2023
     DFAS43,273$2,371 06/30/2023
Great Point Wealth Advisors LLC41,768$2,289 06/30/2023
     DFAS41,768$2,289 06/30/2023
Wells Fargo & Company MN41,496$2,274 06/30/2023
     DFAS41,496$2,274 06/30/2023
Cypress Wealth Services LLC39,976$2,251 06/30/2023
     DFAS39,976$2,251 06/30/2023
Investment Advisory Group LLC40,456$2,217 06/30/2023
     DFAS40,456$2,217 06/30/2023
Five Oceans Advisors40,003$2,192 06/30/2023
     DFAS40,003$2,192 06/30/2023
Blume Capital Management Inc.39,240$2,150 06/30/2023
     DFAS39,240$2,150 06/30/2023
Cresset Asset Management LLC38,946$2,134 06/30/2023
     DFAS38,946$2,134 06/30/2023
Park Avenue Securities LLC38,826$2,128 06/30/2023
     DFAS38,826$2,128 06/30/2023
Wilbanks Smith & Thomas Asset Management LLC38,207$2,094 06/30/2023
     DFAS38,207$2,094 06/30/2023
Stokes Family Office LLC37,599$2,060 06/30/2023
     DFAS37,599$2,060 06/30/2023
Willow Creek Wealth Management Inc.37,487$2,054 06/30/2023
     DFAS37,487$2,054 06/30/2023
Cetera Advisor Networks LLC36,558$2,003 06/30/2023
     DFAS36,558$2,003 06/30/2023
TIAA FSB36,319$1,990 06/30/2023
     DFAS36,319$1,990 06/30/2023
LVZ Advisors Inc.36,018$1,974 06/30/2023
     DFAS36,018$1,974 06/30/2023
KM Capital Management Ltd.35,527$1,947 06/30/2023
     DFAS35,527$1,947 06/30/2023
Private Ocean LLC35,159$1,927 06/30/2023
     DFAS35,159$1,927 06/30/2023
Pioneer Wealth Management Group32,792$1,797 06/30/2023
     DFAS32,792$1,797 06/30/2023
Hemington Wealth Management32,416$1,776 06/30/2023
     DFAS32,416$1,776 06/30/2023
Collective Family Office LLC31,780$1,742 06/30/2023
     DFAS31,780$1,742 06/30/2023
Equitable Holdings Inc.31,694$1,737 06/30/2023
     DFAS31,694$1,737 06/30/2023
Financial Insights Inc.32,861$1,732 03/31/2023
     DFAS32,861$1,732 03/31/2023
JFS Wealth Advisors LLC31,386$1,720 06/30/2023
     DFAS31,386$1,720 06/30/2023
PFG Advisors31,304$1,715 06/30/2023
     DFAS31,304$1,715 06/30/2023
Cassady Schiller Wealth Management LLC31,124$1,706 06/30/2023
     DFAS31,124$1,706 06/30/2023
Lauterbach Financial Advisors LLC31,018$1,700 06/30/2023
     DFAS31,018$1,700 06/30/2023
Retirement Guys Formula LLC29,212$1,601 06/30/2023
     DFAS29,212$1,601 06/30/2023
Passive Capital Management LLC.29,979$1,580 03/31/2023
     DFAS29,979$1,580 03/31/2023
Montag A & Associates Inc.28,747$1,575 06/30/2023
     DFAS28,747$1,575 06/30/2023
Wealth Enhancement Advisory Services LLC28,214$1,546 06/30/2023
     DFAS28,214$1,546 06/30/2023
Mutual Advisors LLC27,927$1,530 06/30/2023
     DFAS27,927$1,530 06/30/2023
Atria Wealth Solutions Inc.27,778$1,522 06/30/2023
     DFAS27,778$1,522 06/30/2023
IHT Wealth Management LLC27,552$1,510 06/30/2023
     DFAS27,552$1,510 06/30/2023
TCP Asset Management LLC27,321$1,497 06/30/2023
     DFAS27,321$1,497 06/30/2023
RFG Advisory LLC27,111$1,486 06/30/2023
     DFAS27,111$1,486 06/30/2023
HTG Investment Advisors Inc.26,658$1,461 06/30/2023
     DFAS26,658$1,461 06/30/2023
TAGStone Capital Inc.26,488$1,452 06/30/2023
     DFAS26,488$1,452 06/30/2023
Wealthcare Advisory Partners LLC26,080$1,429 06/30/2023
     DFAS26,080$1,429 06/30/2023
Shearwater Capital LLC25,591$1,402 06/30/2023
     DFAS25,591$1,402 06/30/2023
Aveo Capital Partners LLC25,310$1,387 06/30/2023
     DFAS25,310$1,387 06/30/2023
AWM Capital LLC24,906$1,365 06/30/2023
     DFAS24,906$1,365 06/30/2023
EverSource Wealth Advisors LLC24,846$1,362 06/30/2023
     DFAS24,846$1,362 06/30/2023
Stifel Financial Corp24,157$1,324 06/30/2023
     DFAS24,157$1,324 06/30/2023
Stratos Wealth Partners LTD.23,867$1,308 06/30/2023
     DFAS23,867$1,308 06/30/2023
All Season Financial Advisors Inc.23,435$1,284 06/30/2023
     DFAS23,435$1,284 06/30/2023
ZRC Wealth Management LLC22,971$1,259 06/30/2023
     DFAS22,971$1,259 06/30/2023
Rehmann Capital Advisory Group22,903$1,255 06/30/2023
     DFAS22,903$1,255 06/30/2023
Tower Research Capital LLC TRC 22,751$1,247 06/30/2023
     DFAS22,751$1,247 06/30/2023
Cordant Inc.22,737$1,246 06/30/2023
     DFAS22,737$1,246 06/30/2023
Legacy Financial Group Inc.22,593$1,238 06/30/2023
     DFAS22,593$1,238 06/30/2023
Cherry Tree Wealth Management LLC21,718$1,190 06/30/2023
     DFAS21,718$1,190 06/30/2023
Wetherby Asset Management Inc.21,620$1,185 06/30/2023
     DFAS21,620$1,185 06/30/2023
Ronald Blue Trust Inc.22,399$1,180 06/30/2023
     DFAS22,399$1,180 06/30/2023
JMG Financial Group Ltd.21,371$1,171 06/30/2023
     DFAS21,371$1,171 06/30/2023
Exencial Wealth Advisors LLC20,845$1,142 06/30/2023
     DFAS20,845$1,142 06/30/2023
Quantum Financial Advisors LLC20,811$1,140 06/30/2023
     DFAS20,811$1,140 06/30/2023
DBK Financial Counsel LLC20,670$1,133 06/30/2023
     DFAS20,670$1,133 06/30/2023
Red Lighthouse Investment Management LLC20,591$1,128 06/30/2023
     DFAS20,591$1,128 06/30/2023
First National Bank Sioux Falls20,350$1,115 06/30/2023
     DFAS20,350$1,115 06/30/2023
Mather Group LLC.20,355$1,115 06/30/2023
     DFAS20,355$1,115 06/30/2023
Susquehanna International Group LLP20,257$1,110 06/30/2023
     DFAS20,257$1,110 06/30/2023
Pathstone Family Office LLC20,245$1,109 06/30/2023
     DFAS20,245$1,109 06/30/2023
Relative Value Partners Group LLC20,218$1,108 06/30/2023
     DFAS20,218$1,108 06/30/2023
CWM LLC19,468$1,067 06/30/2023
     DFAS19,468$1,067 06/30/2023
Olistico Wealth LLC19,098$1,047 06/30/2023
     DFAS19,098$1,047 06/30/2023
Johnson Investment Counsel Inc.19,085$1,046 06/30/2023
     DFAS19,085$1,046 06/30/2023
Sandy Spring Bank18,698$1,025 06/30/2023
     DFAS18,698$1,025 06/30/2023
Safeguard Investment Advisory Group LLC18,698$1,025 06/30/2023
     DFAS18,698$1,025 06/30/2023
Websterrogers Financial Advisors LLC18,525$1,015 06/30/2023
     DFAS18,525$1,015 06/30/2023
Platform Technology Partners18,067$1,001 06/30/2023
     DFAS18,067$1,001 06/30/2023
Pinnacle Bank17,920$982 06/30/2023
     DFAS17,920$982 06/30/2023
Curi Capital17,875$980 06/30/2023
     DFAS17,875$980 06/30/2023
Tortoise Investment Management LLC17,466$957 06/30/2023
     DFAS17,466$957 06/30/2023
Maryland Capital Advisors Inc.17,263$946 06/30/2023
     DFAS17,263$946 06/30/2023
Advisory Services Network LLC16,986$931 06/30/2023
     DFAS16,986$931 06/30/2023
Asset Dedication LLC16,903$925 06/30/2023
     DFAS16,903$925 06/30/2023
Root Financial Partners LLC16,834$922 06/30/2023
     DFAS16,834$922 06/30/2023
BetterWealth LLC16,482$903 06/30/2023
     DFAS16,482$903 06/30/2023
Integrated Wealth Concepts LLC16,345$896 06/30/2023
     DFAS16,345$896 06/30/2023
Basso Capital Management L.P.16,131$884 06/30/2023
     DFAS16,131$884 06/30/2023
Renaissance Technologies LLC15,506$850 06/30/2023
     DFAS15,506$850 06/30/2023
USAdvisors Wealth Management LLC15,481$848 06/30/2023
     DFAS15,481$848 06/30/2023
Valeo Financial Advisors LLC15,463$847 06/30/2023
     DFAS15,463$847 06/30/2023
Prospera Financial Services Inc15,439$846 06/30/2023
     DFAS15,439$846 06/30/2023
Strategic Investment Solutions Inc. IL16,043$846 06/30/2023
     DFAS16,043$846 06/30/2023
Werba Rubin Papier Wealth Management15,264$836 06/30/2023
     DFAS15,264$836 06/30/2023
Grand Wealth Management LLC14,766$809 06/30/2023
     DFAS14,766$809 06/30/2023
Cahill Wealth Management LLC14,741$808 06/30/2023
     DFAS14,741$808 06/30/2023
Jentner Corp14,660$803 06/30/2023
     DFAS14,660$803 06/30/2023
Sutton Place Investors LLC14,556$798 06/30/2023
     DFAS14,556$798 06/30/2023
Beta Wealth Group Inc.14,422$790 06/30/2023
     DFAS14,422$790 06/30/2023
BCM Advisors LLC14,006$789 06/30/2023
     DFAS14,006$789 06/30/2023
Verus Financial Partners Inc.13,737$782 06/30/2023
     DFAS13,737$782 06/30/2023
AE Wealth Management LLC14,274$782 06/30/2023
     DFAS14,274$782 06/30/2023
U.S. Capital Wealth Advisors LLC14,109$773 06/30/2023
     DFAS14,109$773 06/30/2023
L & S Advisors Inc13,974$766 06/30/2023
     DFAS13,974$766 06/30/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC13,902$762 06/30/2023
     DFAS13,902$762 06/30/2023
Helen Stephens Group LLC13,887$761 06/30/2023
     DFAS13,887$761 06/30/2023
US Bancorp DE13,735$753 06/30/2023
     DFAS13,735$753 06/30/2023
M Holdings Securities Inc.14,332$752 03/31/2023
     DFAS14,332$752 03/31/2023
Diversified Trust Co13,457$737 06/30/2023
     DFAS13,457$737 06/30/2023
Abacus Wealth Partners LLC13,422$736 06/30/2023
     DFAS13,422$736 06/30/2023
DAVENPORT & Co LLC13,348$731 06/30/2023
     DFAS13,348$731 06/30/2023
Moneta Group Investment Advisors LLC13,185$723 06/30/2023
     DFAS13,185$723 06/30/2023
SJS Investment Consulting Inc.13,037$714 06/30/2023
     DFAS13,037$714 06/30/2023
Apollon Wealth Management LLC13,020$713 06/30/2023
     DFAS13,020$713 06/30/2023
Peavine Capital LLC12,904$707 06/30/2023
     DFAS12,904$707 06/30/2023
IFG Advisors LLC12,872$705 06/30/2023
     DFAS12,872$705 06/30/2023
Smith Chas P & Associates PA Cpas12,698$696 06/30/2023
     DFAS12,698$696 06/30/2023
Measured Wealth Private Client Group LLC12,629$692 06/30/2023
     DFAS12,629$692 06/30/2023
Boston Private Wealth LLC12,533$687 06/30/2023
     DFAS12,533$687 06/30/2023
Eagle Strategies LLC12,456$683 06/30/2023
     DFAS12,456$683 06/30/2023
Institute for Wealth Management LLC.12,404$680 06/30/2023
     DFAS12,404$680 06/30/2023
Teamwork Financial Advisors LLC12,249$671 06/30/2023
     DFAS12,249$671 06/30/2023
Janney Montgomery Scott LLC12,192$668 06/30/2023
     DFAS12,192$668 06/30/2023
Foundations Investment Advisors LLC12,073$662 06/30/2023
     DFAS12,073$662 06/30/2023
Wealthfront Advisers LLC11,990$657 06/30/2023
     DFAS11,990$657 06/30/2023
Graves Light Private Wealth Management Inc.11,767$645 06/30/2023
     DFAS11,767$645 06/30/2023
Orion Portfolio Solutions LLC11,431$626 06/30/2023
     DFAS11,431$626 06/30/2023
CPA Asset Management LLC11,354$622 06/30/2023
     DFAS11,354$622 06/30/2023
Bedel Financial Consulting Inc.11,248$616 06/30/2023
     DFAS11,248$616 06/30/2023
25 LLC10,871$612 06/30/2023
     DFAS10,871$612 06/30/2023
Bromfield Sneider Wealth Advisors11,138$610 06/30/2023
     DFAS11,138$610 06/30/2023
Global Trust Asset Management LLC10,980$602 06/30/2023
     DFAS10,980$602 06/30/2023
Cladis Investment Advisory LLC10,832$594 06/30/2023
     DFAS10,832$594 06/30/2023
Congress Wealth Management LLC DE 10,711$587 06/30/2023
     DFAS10,711$587 06/30/2023
Citizens Financial Group Inc RI10,545$578 06/30/2023
     DFAS10,545$578 06/30/2023
Atlas Wealth LLC9,858$562 06/30/2023
     DFAS9,858$562 06/30/2023
Moors & Cabot Inc.10,000$548 06/30/2023
     DFAS10,000$548 06/30/2023
PrairieView Partners LLC9,871$540 06/30/2023
     DFAS9,871$540 06/30/2023
Watershed Private Wealth LLC9,759$535 06/30/2023
     DFAS9,759$535 06/30/2023
CWA Asset Management Group LLC9,573$525 06/30/2023
     DFAS9,573$525 06/30/2023
Commerce Bank9,407$516 06/30/2023
     DFAS9,407$516 06/30/2023
Seven Mile Advisory9,412$516 06/30/2023
     DFAS9,412$516 06/30/2023
Baldrige Asset Management LLC9,744$514 03/31/2023
     DFAS9,744$514 03/31/2023
Karpas Strategies LLC9,181$503 06/30/2023
     DFAS9,181$503 06/30/2023
Kavar Capital Partners Group LLC9,153$502 06/30/2023
     DFAS9,153$502 06/30/2023
Warren Averett Asset Management LLC8,993$493 06/30/2023
     DFAS8,993$493 06/30/2023
Silicon Hills Wealth Management LLC8,993$493 06/30/2023
     DFAS8,993$493 06/30/2023
Stegent Equity Advisors Inc.8,972$492 06/30/2023
     DFAS8,972$492 06/30/2023
Samalin Investment Counsel LLC8,967$491 06/30/2023
     DFAS8,967$491 06/30/2023
Meridian Investment Counsel Inc.8,799$482 06/30/2023
     DFAS8,799$482 06/30/2023
RMB Capital Management LLC8,760$480 06/30/2023
     DFAS8,760$480 06/30/2023
Capital Financial Planning LLC8,750$480 06/30/2023
     DFAS8,750$480 06/30/2023
Geneos Wealth Management Inc.8,702$477 06/30/2023
     DFAS8,702$477 06/30/2023
Capital Investment Advisors LLC8,670$475 06/30/2023
     DFAS8,670$475 06/30/2023
Running Point Capital Advisors LLC8,661$475 06/30/2023
     DFAS8,661$475 06/30/2023
V Wealth Advisors LLC8,588$471 06/30/2023
     DFAS8,588$471 06/30/2023
Keybank National Association OH8,281$454 06/30/2023
     DFAS8,281$454 06/30/2023
Parkside Financial Bank & Trust8,201$449 06/30/2023
     DFAS8,201$449 06/30/2023
Robertson Stephens Wealth Management LLC7,968$437 06/30/2023
     DFAS7,968$437 06/30/2023
Colony Family Offices LLC7,953$436 06/30/2023
     DFAS7,953$436 06/30/2023
Dfpg Investments LLC7,593$435 06/30/2023
     DFAS7,593$435 06/30/2023
Brighton Jones LLC7,705$422 06/30/2023
     DFAS7,705$422 06/30/2023
Farther Finance Advisors LLC7,701$422 06/30/2023
     DFAS7,701$422 06/30/2023
Ellenbecker Investment Group7,678$420 06/30/2023
     DFAS7,678$420 06/30/2023
Allegiance Financial Group Advisory Services LLC7,664$420 06/30/2023
     DFAS7,664$420 06/30/2023
Beacon Financial Advisory LLC7,627$418 06/30/2023
     DFAS7,627$418 06/30/2023
Bill Few Associates Inc.7,621$418 06/30/2023
     DFAS7,621$418 06/30/2023
Fort Point Capital Partners LLC7,589$416 06/30/2023
     DFAS7,589$416 06/30/2023
BKA Wealth Consulting Inc.7,433$407 06/30/2023
     DFAS7,433$407 06/30/2023
CRA Financial Services LLC7,372$404 06/30/2023
     DFAS7,372$404 06/30/2023
Integrated Advisors Network LLC7,348$403 06/30/2023
     DFAS7,348$403 06/30/2023
Wealthcare Capital Management LLC7,317$401 06/30/2023
     DFAS7,317$401 06/30/2023
Clark Capital Management Group Inc.7,262$398 06/30/2023
     DFAS7,262$398 06/30/2023
Francis Financial Inc.7,224$396 06/30/2023
     DFAS7,224$396 06/30/2023
Sei Investments Co.7,134$391 06/30/2023
     DFAS7,134$391 06/30/2023
Bridgeworth LLC7,048$386 06/30/2023
     DFAS7,048$386 06/30/2023
Naples Global Advisors LLC7,015$384 06/30/2023
     DFAS7,015$384 06/30/2023
MBM Wealth Consultants LLC6,670$373 06/30/2023
     DFAS6,670$373 06/30/2023
Sanctuary Wealth Management L.L.C.6,743$370 06/30/2023
     DFAS6,743$370 06/30/2023
Stone Point Wealth LLC6,737$369 06/30/2023
     DFAS6,737$369 06/30/2023
Western Wealth Management LLC6,684$366 06/30/2023
     DFAS6,684$366 06/30/2023
Aurum Wealth Management Group LLC6,683$366 06/30/2023
     DFAS6,683$366 06/30/2023
The PNC Financial Services Group Inc.6,631$363 06/30/2023
     DFAS6,631$363 06/30/2023
Accretive Wealth Partners LLC6,623$363 06/30/2023
     DFAS6,623$363 06/30/2023
Quarry Hill Advisors LLC6,630$363 06/30/2023
     DFAS6,630$363 06/30/2023
TrueWealth Advisors LLC6,610$362 06/30/2023
     DFAS6,610$362 06/30/2023
Cross Staff Investments Inc6,500$356 06/30/2023
     DFAS6,500$356 06/30/2023
Diversified Portfolios Inc.6,434$353 06/30/2023
     DFAS6,434$353 06/30/2023
Betterment LLC6,317$346 06/30/2023
     DFAS6,317$346 06/30/2023
Angeles Wealth Management LLC6,300$345 06/30/2023
     DFAS6,300$345 06/30/2023
Parallel Advisors LLC6,226$341 06/30/2023
     DFAS6,226$341 06/30/2023
Peninsula Wealth LLC6,201$340 06/30/2023
     DFAS6,201$340 06/30/2023
HBK Sorce Advisory LLC6,176$338 06/30/2023
     DFAS6,176$338 06/30/2023
Triad Financial Advisors Inc.6,158$337 06/30/2023
     DFAS6,158$337 06/30/2023
Waypoint Capital Advisors LLC6,101$334 06/30/2023
     DFAS6,101$334 06/30/2023
Amarillo National Bank6,076$333 06/30/2023
     DFAS6,076$333 06/30/2023
Versant Capital Management Inc6,039$331 06/30/2023
     DFAS6,039$331 06/30/2023
Zacks Investment Management6,028$330 06/30/2023
     DFAS6,028$330 06/30/2023
Wsfs Capital Management LLC6,001$329 06/30/2023
     DFAS6,001$329 06/30/2023
BancorpSouth Bank5,946$326 06/30/2023
     DFAS5,946$326 06/30/2023
BOK Financial Private Wealth Inc.5,887$323 06/30/2023
     DFAS5,887$323 06/30/2023
S.A. Mason LLC6,126$323 06/30/2023
     DFAS6,126$323 06/30/2023
Sage Rhino Capital LLC5,818$319 06/30/2023
     DFAS5,818$319 06/30/2023
Birchcreek Wealth Management LLC5,811$318 06/30/2023
     DFAS5,811$318 06/30/2023
Joel Isaacson & Co. LLC5,787$317 06/30/2023
     DFAS5,787$317 06/30/2023
Bay Colony Advisory Group Inc d b a Bay Colony Advisors5,749$315 06/30/2023
     DFAS5,749$315 06/30/2023
Sawyer & Company Inc5,710$313 06/30/2023
     DFAS5,710$313 06/30/2023
Disciplined Investments LLC5,633$309 06/30/2023
     DFAS5,633$309 06/30/2023
Cetera Advisors LLC5,563$305 06/30/2023
     DFAS5,563$305 06/30/2023
Quad Cities Investment Group LLC5,523$303 06/30/2023
     DFAS5,523$303 06/30/2023
Summit Asset Management LLC5,217$286 06/30/2023
     DFAS5,217$286 06/30/2023
American Financial Advisors LLC5,204$285 06/30/2023
     DFAS5,204$285 06/30/2023
Fifth Third Securities Inc.5,107$280 06/30/2023
     DFAS5,107$280 06/30/2023
Merit Financial Group LLC5,087$279 06/30/2023
     DFAS5,087$279 06/30/2023
Asset Planning Corporation5,069$278 06/30/2023
     DFAS5,069$278 06/30/2023
Lido Advisors LLC5,070$278 06/30/2023
     DFAS5,070$278 06/30/2023
Visionary Wealth Advisors4,977$273 06/30/2023
     DFAS4,977$273 06/30/2023
RKL Wealth Management LLC4,645$255 06/30/2023
     DFAS4,645$255 06/30/2023
Steel Peak Wealth Management LLC4,631$254 06/30/2023
     DFAS4,631$254 06/30/2023
Essex Financial Services Inc.4,616$253 06/30/2023
     DFAS4,616$253 06/30/2023
Perigon Wealth Management LLC4,619$253 06/30/2023
     DFAS4,619$253 06/30/2023
Meritas Wealth Management LLC4,613$253 06/30/2023
     DFAS4,613$253 06/30/2023
Frank Rimerman Advisors LLC4,573$251 06/30/2023
     DFAS4,573$251 06/30/2023
Prime Capital Investment Advisors LLC4,345$238 06/30/2023
     DFAS4,345$238 06/30/2023
Ieq Capital LLC4,348$238 06/30/2023
     DFAS4,348$238 06/30/2023
Proequities Inc.4,210$231 06/30/2023
     DFAS4,210$231 06/30/2023
Stonnington Group LLC4,400$231 03/31/2023
     DFAS4,400$231 03/31/2023
Lincoln National Corp4,198$230 06/30/2023
     DFAS4,198$230 06/30/2023
Rockwood Wealth Management LLC4,176$229 06/30/2023
     DFAS4,176$229 06/30/2023
Flow Traders U.S. LLC4,156$228 06/30/2023
     DFAS4,156$228 06/30/2023
Concord Wealth Partners4,161$228 06/30/2023
     DFAS4,161$228 06/30/2023
Cornerstone Advisory LLC4,142$227 06/30/2023
     DFAS4,142$227 06/30/2023
Mayfair Advisory Group LLC4,101$222 06/30/2023
     DFAS4,101$222 06/30/2023
Goldstein Advisors LLC4,058$222 06/30/2023
     DFAS4,058$222 06/30/2023
Silver Oak Advisory Group Inc.4,034$221 06/30/2023
     DFAS4,034$221 06/30/2023
GDS Wealth Management3,891$213 06/30/2023
     DFAS3,891$213 06/30/2023
NorthCrest Asset Manangement LLC3,876$212 06/30/2023
     DFAS3,876$212 06/30/2023
Honkamp Krueger Financial Services Inc.3,791$208 06/30/2023
     DFAS3,791$208 06/30/2023
Baker Avenue Asset Management LP3,792$208 06/30/2023
     DFAS3,792$208 06/30/2023
Harbour Investments Inc.3,766$206 06/30/2023
     DFAS3,766$206 06/30/2023
Regions Financial Corp3,728$204 06/30/2023
     DFAS3,728$204 06/30/2023
McIlrath & Eck LLC3,492$191 06/30/2023
     DFAS3,492$191 06/30/2023
Morris Financial Concepts Inc.3,466$190 06/30/2023
     DFAS3,466$190 06/30/2023
True Wealth Design LLC3,359$184 06/30/2023
     DFAS3,359$184 06/30/2023
FMR LLC3,231$177 06/30/2023
     DFAS3,231$177 06/30/2023
Oakworth Capital Inc.3,071$168 06/30/2023
     DFAS3,071$168 06/30/2023
Acropolis Investment Management LLC3,035$166 06/30/2023
     DFAS3,035$166 06/30/2023
Franklin Resources Inc.2,957$162 06/30/2023
     DFAS2,957$162 06/30/2023
Clearstead Advisors LLC2,958$162 06/30/2023
     DFAS2,958$162 06/30/2023
Hollencrest Capital Management2,852$156 06/30/2023
     DFAS2,852$156 06/30/2023
UMB Bank N A MO2,741$150 06/30/2023
     DFAS2,741$150 06/30/2023
Red Tortoise LLC2,735$150 06/30/2023
     DFAS2,735$150 06/30/2023
Northwest Capital Management Inc2,549$140 06/30/2023
     DFAS2,549$140 06/30/2023
Coston McIsaac & Partners2,395$131 06/30/2023
     DFAS2,395$131 06/30/2023
Newton One Investments LLC2,287$125 06/30/2023
     DFAS2,287$125 06/30/2023
Center for Financial Planning Inc.2,168$119 06/30/2023
     DFAS2,168$119 06/30/2023
Ritter Daniher Financial Advisory LLC DE2,100$115 06/30/2023
     DFAS2,100$115 06/30/2023
Benjamin F. Edwards & Company Inc.2,082$114 06/30/2023
     DFAS2,082$114 06/30/2023
Private Trust Co. NA1,953$107 06/30/2023
     DFAS1,953$107 06/30/2023
First Manhattan Co.1,892$104 06/30/2023
     DFAS1,892$104 06/30/2023
Bartlett & Co. LLC1,645$90 06/30/2023
     DFAS1,645$90 06/30/2023
TFC Financial Management1,562$86 06/30/2023
     DFAS1,562$86 06/30/2023
HM Payson & Co.1,542$85 06/30/2023
     DFAS1,542$85 06/30/2023
Taddei Ludwig & Associates Inc.1,461$80 06/30/2023
     DFAS1,461$80 06/30/2023
Level Financial Advisors Inc.1,450$79 06/30/2023
     DFAS1,450$79 06/30/2023
Ridgewood Investments LLC1,337$73 06/30/2023
     DFAS1,337$73 06/30/2023
Eagle Bay Advisors LLC1,265$69 06/30/2023
     DFAS1,265$69 06/30/2023
CENTRAL TRUST Co1,216$67 06/30/2023
     DFAS1,216$67 06/30/2023
Signaturefd LLC1,174$64 06/30/2023
     DFAS1,174$64 06/30/2023
Lee Financial Co1,129$62 06/30/2023
     DFAS1,129$62 06/30/2023
Northwest Investment Counselors LLC1,083$59 06/30/2023
     DFAS1,083$59 06/30/2023
IFP Advisors Inc1,063$58 06/30/2023
     DFAS1,063$58 06/30/2023
Lumature Wealth Partners LLC1,024$56 06/30/2023
     DFAS1,024$56 06/30/2023
Aptus Capital Advisors LLC1,000$55 06/30/2023
     DFAS1,000$55 06/30/2023
Guardian Wealth Advisors LLC NC1,000$55 06/30/2023
     DFAS1,000$55 06/30/2023
Quent Capital LLC1,013$55 06/30/2023
     DFAS1,013$55 06/30/2023
Colonial Trust Co SC924$51 06/30/2023
     DFAS924$51 06/30/2023
Cary Street Partners Investment Advisory LLC903$49 06/30/2023
     DFAS903$49 06/30/2023
Steward Partners Investment Advisory LLC842$46 06/30/2023
     DFAS842$46 06/30/2023
Huntington National Bank828$45 06/30/2023
     DFAS828$45 06/30/2023
Sittner & Nelson LLC788$43 06/30/2023
     DFAS788$43 06/30/2023
Pacific Center for Financial Services736$40 06/30/2023
     DFAS736$40 06/30/2023
Evermay Wealth Management LLC464$25 06/30/2023
     DFAS464$25 06/30/2023
Gleason Group Inc.396$22 06/30/2023
     DFAS396$22 06/30/2023
Quadrant Capital Group LLC360$20 06/30/2023
     DFAS360$20 06/30/2023
First Horizon Advisors Inc.325$18 06/30/2023
     DFAS325$18 06/30/2023
Clear Perspectives Financial Planning LLC350$18 03/31/2023
     DFAS350$18 03/31/2023
Vigilant Capital Management LLC300$16 06/30/2023
     DFAS300$16 06/30/2023
SYM FINANCIAL Corp254$14 06/30/2023
     DFAS254$14 06/30/2023
Atlas Capital Advisors LLC252$14 06/30/2023
     DFAS252$14 06/30/2023
Coppell Advisory Solutions LLC250$14 06/30/2023
     DFAS250$14 06/30/2023
Impact Partnership Wealth LLC251$14 06/30/2023
     DFAS251$14 06/30/2023
Van Den Berg Management I Inc.211$12 06/30/2023
     DFAS211$12 06/30/2023
Capital Investment Advisory Services LLC184$10 06/30/2023
     DFAS184$10 06/30/2023
First Capital Advisors Group LLC.164$9 06/30/2023
     DFAS164$9 06/30/2023
Washington Trust Advisors Inc.172$9 06/30/2023
     DFAS172$9 06/30/2023
Citigroup Inc.101$6 06/30/2023
     DFAS101$6 06/30/2023
JNBA Financial Advisors116$6 06/30/2023
     DFAS116$6 06/30/2023
Sound Income Strategies LLC118$6 06/30/2023
     DFAS118$6 06/30/2023
Global Retirement Partners LLC114$6 06/30/2023
     DFAS114$6 06/30/2023
Tucker Asset Management LLC98$5 06/30/2023
     DFAS98$5 06/30/2023
Headlands Technologies LLC46$3 06/30/2023
     DFAS46$3 06/30/2023
Financial Advisory Service Inc.61$3 06/30/2023
     DFAS61$3 06/30/2023
Cranbrook Wealth Management LLC56$3 06/30/2023
     DFAS56$3 06/30/2023
Horan Securities Inc.57$3 06/30/2023
     DFAS57$3 06/30/2023
CVA Family Office LLC18$1 06/30/2023
     DFAS18$1 06/30/2023
McClarren Financial Advisors Inc.35$1 06/30/2023
     DFAS35$1 06/30/2023

See Summary: Institutional Holders of DFAS
See Details: Top 10 Hedge Funds Holding DFAS
Also See: DFAS Holdings Changes

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