On this page, we present all of the funds holding DFAT from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding DFAT, with a link to that fund's top holdings. The next columns indicate the amount of DFAT stock held by each of the funds holding DFAT, followed by the DFAT position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 577 funds holding DFAT within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by TFO TDC LLC. For more details on the positions held by TFO TDC LLC (or by any of the other funds holding DFAT), click the fund name in the "Holder" column of the funds-holding-DFAT table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
TFO TDC LLC | 432,007 | $22,606,907 | 12/31/2023 |
DFAT | 432,007 | $22,606,907 | 12/31/2023 |
Creative Planning | 13,638,740 | $713,715 | 12/31/2023 |
DFAT | 13,638,740 | $713,715 | 12/31/2023 |
Buckingham Strategic Wealth LLC | 12,695,192 | $664,339 | 12/31/2023 |
DFAT | 12,695,192 | $664,339 | 12/31/2023 |
Forum Financial Management LP | 9,168,412 | $479,783 | 12/31/2023 |
DFAT | 9,168,412 | $479,783 | 12/31/2023 |
Index Fund Advisors Inc. | 7,843,529 | $410,452 | 12/31/2023 |
DFAT | 7,843,529 | $410,452 | 12/31/2023 |
Savant Capital LLC | 5,433,256 | $284,322 | 12/31/2023 |
DFAT | 5,433,256 | $284,322 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 2,916,043 | $152,597 | 12/31/2023 |
DFAT | 2,916,043 | $152,597 | 12/31/2023 |
CI Private Wealth LLC | 2,748,722 | $143,841 | 12/31/2023 |
DFAT | 2,748,722 | $143,841 | 12/31/2023 |
Envestnet Asset Management Inc. | 2,710,003 | $141,814 | 12/31/2023 |
DFAT | 2,710,003 | $141,814 | 12/31/2023 |
Buckingham Strategic Partners | 2,693,162 | $140,933 | 12/31/2023 |
DFAT | 2,693,162 | $140,933 | 12/31/2023 |
Jackson Thornton Asset Management LLC | 2,521,795 | $131,966 | 12/31/2023 |
DFAT | 2,521,795 | $131,966 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 2,295,880 | $124,965 | 03/31/2024 |
DFAT | 2,295,880 | $124,965 | 03/31/2024 |
Pure Financial Advisors Inc. | 2,062,366 | $112,255 | 03/31/2024 |
DFAT | 2,062,366 | $112,255 | 03/31/2024 |
Asset Dedication LLC | 1,979,614 | $107,761 | 03/31/2024 |
DFAT | 1,979,614 | $107,761 | 03/31/2024 |
Trust Co of the South | 1,864,868 | $101,505 | 03/31/2024 |
DFAT | 1,864,868 | $101,505 | 03/31/2024 |
Willow Creek Wealth Management Inc. | 1,746,773 | $91,409 | 12/31/2023 |
DFAT | 1,746,773 | $91,409 | 12/31/2023 |
Plancorp LLC | 1,713,038 | $89,643 | 12/31/2023 |
DFAT | 1,713,038 | $89,643 | 12/31/2023 |
Truepoint Inc. | 1,625,009 | $85,037 | 12/31/2023 |
DFAT | 1,625,009 | $85,037 | 12/31/2023 |
Resource Consulting Group Inc. | 1,572,359 | $82,282 | 12/31/2023 |
DFAT | 1,572,359 | $82,282 | 12/31/2023 |
Apella Capital LLC | 1,452,640 | $77,803 | 03/31/2024 |
DFAT | 1,452,640 | $77,803 | 03/31/2024 |
Abacus Wealth Partners LLC | 1,225,236 | $66,690 | 03/31/2024 |
DFAT | 1,225,236 | $66,690 | 03/31/2024 |
EP Wealth Advisors LLC | 1,262,902 | $66,088 | 12/31/2023 |
DFAT | 1,262,902 | $66,088 | 12/31/2023 |
MBB Public Markets I LLC | 1,222,870 | $63,993 | 12/31/2023 |
DFAT | 1,222,870 | $63,993 | 12/31/2023 |
Evanson Asset Management LLC | 1,143,992 | $62,267 | 03/31/2024 |
DFAT | 1,143,992 | $62,267 | 03/31/2024 |
Great Oak Capital Partners LLC | 1,046,514 | $56,962 | 03/31/2024 |
DFAT | 1,046,514 | $56,962 | 03/31/2024 |
Team Hewins LLC | 1,007,674 | $52,732 | 12/31/2023 |
DFAT | 1,007,674 | $52,732 | 12/31/2023 |
BKD Wealth Advisors LLC | 889,482 | $48,415 | 03/31/2024 |
DFAT | 889,482 | $48,415 | 03/31/2024 |
Bayshore Asset Management LLC | 894,161 | $46,791 | 12/31/2023 |
DFAT | 894,161 | $46,791 | 12/31/2023 |
Modera Wealth Management LLC | 888,385 | $46,489 | 12/31/2023 |
DFAT | 888,385 | $46,489 | 12/31/2023 |
Bank of America Corp DE | 878,404 | $45,967 | 12/31/2023 |
DFAT | 878,404 | $45,967 | 12/31/2023 |
Merriman Wealth Management LLC | 863,131 | $45,168 | 12/31/2023 |
DFAT | 863,131 | $45,168 | 12/31/2023 |
ML & R Wealth Management LLC | 862,018 | $45,109 | 12/31/2023 |
DFAT | 862,018 | $45,109 | 12/31/2023 |
Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 848,654 | $44,410 | 12/31/2023 |
DFAT | 848,654 | $44,410 | 12/31/2023 |
Capital Performance Advisors LLP | 827,393 | $43,297 | 12/31/2023 |
DFAT | 827,393 | $43,297 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 742,460 | $40,412 | 03/31/2024 |
DFAT | 742,460 | $40,412 | 03/31/2024 |
Sax Wealth Advisors LLC | 706,644 | $36,979 | 12/31/2023 |
DFAT | 706,644 | $36,979 | 12/31/2023 |
Sequoia Financial Advisors LLC | 703,470 | $36,813 | 12/31/2023 |
DFAT | 703,470 | $36,813 | 12/31/2023 |
LPL Financial LLC | 659,206 | $34,496 | 12/31/2023 |
DFAT | 659,206 | $34,496 | 12/31/2023 |
Keb Asset Management LLC | 630,859 | $34,338 | 03/31/2024 |
DFAT | 630,859 | $34,338 | 03/31/2024 |
Hill Investment Group Partners LLC | 653,605 | $34,203 | 12/31/2023 |
DFAT | 653,605 | $34,203 | 12/31/2023 |
Monograph Wealth Advisors LLC | 619,089 | $32,397 | 12/31/2023 |
DFAT | 619,089 | $32,397 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 594,283 | $32,347 | 03/31/2024 |
DFAT | 594,283 | $32,347 | 03/31/2024 |
Joel Isaacson & Co. LLC | 600,078 | $31,402 | 12/31/2023 |
DFAT | 600,078 | $31,402 | 12/31/2023 |
Efficient Frontier Advisors LLC | 572,227 | $31,146 | 03/31/2024 |
DFAT | 572,227 | $31,146 | 03/31/2024 |
HighTower Advisors LLC | 560,868 | $29,352 | 12/31/2023 |
DFAT | 560,868 | $29,352 | 12/31/2023 |
Beaird Harris Wealth Management LLC | 551,464 | $28,858 | 12/31/2023 |
DFAT | 551,464 | $28,858 | 12/31/2023 |
Foster Group Inc. | 524,657 | $28,557 | 03/31/2024 |
DFAT | 524,657 | $28,557 | 03/31/2024 |
TFC Financial Management | 543,653 | $28,449 | 12/31/2023 |
DFAT | 543,653 | $28,449 | 12/31/2023 |
TCI Wealth Advisors Inc. | 538,685 | $28,189 | 12/31/2023 |
DFAT | 538,685 | $28,189 | 12/31/2023 |
Kraft Asset Management LLC | 538,496 | $28,180 | 12/31/2023 |
DFAT | 538,496 | $28,180 | 12/31/2023 |
RSM US Wealth Management LLC | 522,237 | $27,329 | 12/31/2023 |
DFAT | 522,237 | $27,329 | 12/31/2023 |
Allworth Financial LP | 511,535 | $26,769 | 12/31/2023 |
DFAT | 511,535 | $26,769 | 12/31/2023 |
Assetmark Inc. | 508,243 | $26,596 | 12/31/2023 |
DFAT | 508,243 | $26,596 | 12/31/2023 |
Cerity Partners LLC | 507,646 | $26,566 | 12/31/2023 |
DFAT | 507,646 | $26,566 | 12/31/2023 |
Meritas Wealth Management LLC | 471,851 | $25,683 | 03/31/2024 |
DFAT | 471,851 | $25,683 | 03/31/2024 |
Great Waters Wealth Management | 470,906 | $25,631 | 03/31/2024 |
DFAT | 470,906 | $25,631 | 03/31/2024 |
EnRich Financial Partners LLC | 487,787 | $25,526 | 12/31/2023 |
DFAT | 487,787 | $25,526 | 12/31/2023 |
Mariner LLC | 473,787 | $24,793 | 12/31/2023 |
DFAT | 473,787 | $24,793 | 12/31/2023 |
Planning Center Inc. | 439,251 | $23,908 | 03/31/2024 |
DFAT | 439,251 | $23,908 | 03/31/2024 |
Watchman Group Inc. | 453,113 | $23,711 | 12/31/2023 |
DFAT | 453,113 | $23,711 | 12/31/2023 |
Conrad Siegel Investment Advisors Inc. | 425,165 | $23,142 | 03/31/2024 |
DFAT | 425,165 | $23,142 | 03/31/2024 |
Baird Financial Group Inc. | 440,425 | $23,047 | 12/31/2023 |
DFAT | 440,425 | $23,047 | 12/31/2023 |
Pathstone Holdings LLC | 432,666 | $22,641 | 12/31/2023 |
DFAT | 432,666 | $22,641 | 12/31/2023 |
Lauterbach Financial Advisors LLC | 423,021 | $22,137 | 12/31/2023 |
DFAT | 423,021 | $22,137 | 12/31/2023 |
Phillips Financial Management LLC | 379,533 | $20,658 | 03/31/2024 |
DFAT | 379,533 | $20,658 | 03/31/2024 |
PBMares Wealth Management LLC | 393,246 | $20,579 | 12/31/2023 |
DFAT | 393,246 | $20,579 | 12/31/2023 |
Larson Financial Group LLC | 391,889 | $20,508 | 12/31/2023 |
DFAT | 391,889 | $20,508 | 12/31/2023 |
WPWealth LLP | 388,683 | $20,340 | 12/31/2023 |
DFAT | 388,683 | $20,340 | 12/31/2023 |
Allen Capital Group LLC | 373,499 | $20,330 | 03/31/2024 |
DFAT | 373,499 | $20,330 | 03/31/2024 |
Commonwealth Equity Services LLC | 364,790 | $19,089 | 12/31/2023 |
DFAT | 364,790 | $19,089 | 12/31/2023 |
Tillman Hartley LLC | 357,660 | $18,716 | 12/31/2023 |
DFAT | 357,660 | $18,716 | 12/31/2023 |
UBS Group AG | 346,097 | $18,111 | 12/31/2023 |
DFAT | 346,097 | $18,111 | 12/31/2023 |
Quantum Financial Advisors LLC | 344,036 | $18,003 | 12/31/2023 |
DFAT | 344,036 | $18,003 | 12/31/2023 |
Cardiff Park Advisors LLC | 334,832 | $17,522 | 12/31/2023 |
DFAT | 334,832 | $17,522 | 12/31/2023 |
Mosaic Family Wealth Partners LLC | 333,231 | $17,438 | 12/31/2023 |
DFAT | 333,231 | $17,438 | 12/31/2023 |
Disciplined Equity Management Inc. | 332,324 | $17,391 | 12/31/2023 |
DFAT | 332,324 | $17,391 | 12/31/2023 |
Dopkins Wealth Management LLC | 324,975 | $17,006 | 12/31/2023 |
DFAT | 324,975 | $17,006 | 12/31/2023 |
Mather Group LLC. | 319,943 | $16,743 | 03/31/2024 |
DFAT | 319,943 | $16,743 | 03/31/2024 |
Vista Wealth Management Group LLC | 308,000 | $16,118 | 12/31/2023 |
DFAT | 308,000 | $16,118 | 12/31/2023 |
Valued Wealth Advisors LLC | 302,824 | $15,847 | 12/31/2023 |
DFAT | 302,824 | $15,847 | 12/31/2023 |
RF&L Wealth Management LLC | 301,323 | $15,768 | 12/31/2023 |
DFAT | 301,323 | $15,768 | 12/31/2023 |
First Command Advisory Services Inc. | 298,427 | $15,617 | 12/31/2023 |
DFAT | 298,427 | $15,617 | 12/31/2023 |
Libra Wealth LLC | 293,752 | $15,372 | 12/31/2023 |
DFAT | 293,752 | $15,372 | 12/31/2023 |
Lakeshore Financial Planning Inc. | 292,678 | $15,316 | 12/31/2023 |
DFAT | 292,678 | $15,316 | 12/31/2023 |
New England Private Wealth Advisors LLC | 287,685 | $15,055 | 12/31/2023 |
DFAT | 287,685 | $15,055 | 12/31/2023 |
RS Crum Inc. | 284,372 | $14,881 | 12/31/2023 |
DFAT | 284,372 | $14,881 | 12/31/2023 |
Cetera Investment Advisers | 281,436 | $14,728 | 12/31/2023 |
DFAT | 281,436 | $14,728 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 276,246 | $14,456 | 12/31/2023 |
DFAT | 276,246 | $14,456 | 12/31/2023 |
MML Investors Services LLC | 276,018 | $14,444 | 12/31/2023 |
DFAT | 276,018 | $14,444 | 12/31/2023 |
BlueSky Wealth Advisors LLC | 262,399 | $14,282 | 03/31/2024 |
DFAT | 262,399 | $14,282 | 03/31/2024 |
Keyes Stange & Wooten Wealth Management LLC | 270,707 | $14,166 | 12/31/2023 |
DFAT | 270,707 | $14,166 | 12/31/2023 |
Symmetry Partners LLC | 257,694 | $14,026 | 03/31/2024 |
DFAT | 257,694 | $14,026 | 03/31/2024 |
Compass Advisory Group LLC | 267,249 | $13,985 | 12/31/2023 |
DFAT | 267,249 | $13,985 | 12/31/2023 |
McLean Asset Management Corp | 254,481 | $13,630 | 03/31/2024 |
DFAT | 254,481 | $13,630 | 03/31/2024 |
Andrews Lucia Wealth Management LLC | 259,768 | $13,594 | 12/31/2023 |
DFAT | 259,768 | $13,594 | 12/31/2023 |
G2 Capital Management LLC OH | 257,339 | $13,467 | 12/31/2023 |
DFAT | 257,339 | $13,467 | 12/31/2023 |
AE Wealth Management LLC | 255,865 | $13,198 | 12/31/2023 |
DFAT | 255,865 | $13,198 | 12/31/2023 |
Landmark Financial Advisors LLC | 247,065 | $12,929 | 12/31/2023 |
DFAT | 247,065 | $12,929 | 12/31/2023 |
Beacon Pointe Advisors LLC | 240,003 | $12,559 | 12/31/2023 |
DFAT | 240,003 | $12,559 | 12/31/2023 |
Strategic Investment Solutions Inc. IL | 239,543 | $12,535 | 12/31/2023 |
DFAT | 239,543 | $12,535 | 12/31/2023 |
Visionary Wealth Advisors | 236,434 | $12,373 | 12/31/2023 |
DFAT | 236,434 | $12,373 | 12/31/2023 |
Truist Financial Corp | 234,301 | $12,261 | 12/31/2023 |
DFAT | 234,301 | $12,261 | 12/31/2023 |
Moisand Fitzgerald Tamayo LLC | 220,390 | $11,996 | 03/31/2024 |
DFAT | 220,390 | $11,996 | 03/31/2024 |
Ruedi Wealth Management Inc. | 225,200 | $11,785 | 12/31/2023 |
DFAT | 225,200 | $11,785 | 12/31/2023 |
Henrickson Nauta Wealth Advisors Inc. | 223,471 | $11,659 | 03/31/2024 |
DFAT | 223,471 | $11,659 | 03/31/2024 |
Susquehanna International Group LLP | 219,696 | $11,497 | 12/31/2023 |
DFAT | 219,696 | $11,497 | 12/31/2023 |
Equitable Holdings Inc. | 215,896 | $11,298 | 12/31/2023 |
DFAT | 215,896 | $11,298 | 12/31/2023 |
Cook Wealth Management Group LLC | 209,200 | $10,661 | 12/31/2023 |
DFAT | 209,200 | $10,661 | 12/31/2023 |
Robertson Stephens Wealth Management LLC | 198,250 | $10,374 | 12/31/2023 |
DFAT | 198,250 | $10,374 | 12/31/2023 |
ShankerValleau Wealth Advisors Inc. | 190,541 | $10,371 | 03/31/2024 |
DFAT | 190,541 | $10,371 | 03/31/2024 |
JPMorgan Chase & Co. | 194,859 | $10,197 | 12/31/2023 |
DFAT | 194,859 | $10,197 | 12/31/2023 |
Summit Financial Strategies Inc. | 192,869 | $10,093 | 12/31/2023 |
DFAT | 192,869 | $10,093 | 12/31/2023 |
Spire Wealth Management | 182,442 | $9,930 | 03/31/2024 |
DFAT | 182,442 | $9,930 | 03/31/2024 |
Austin Asset Management Co Inc | 181,054 | $9,475 | 12/31/2023 |
DFAT | 181,054 | $9,475 | 12/31/2023 |
Aspiriant LLC | 172,695 | $9,400 | 03/31/2024 |
DFAT | 172,695 | $9,400 | 03/31/2024 |
Raymond James & Associates | 170,378 | $9,274 | 03/31/2024 |
DFAT | 170,378 | $9,274 | 03/31/2024 |
American Investment Services Inc. | 173,947 | $9,103 | 12/31/2023 |
DFAT | 173,947 | $9,103 | 12/31/2023 |
Jane Street Group LLC | 173,781 | $9,094 | 12/31/2023 |
DFAT | 173,781 | $9,094 | 12/31/2023 |
Kestra Advisory Services LLC | 171,226 | $8,960 | 12/31/2023 |
DFAT | 171,226 | $8,960 | 12/31/2023 |
Sandy Spring Bank | 171,174 | $8,958 | 12/31/2023 |
DFAT | 171,174 | $8,958 | 12/31/2023 |
Vawter Financial Ltd. | 169,440 | $8,867 | 12/31/2023 |
DFAT | 169,440 | $8,867 | 12/31/2023 |
Legacy Financial Group Inc. | 167,770 | $8,779 | 12/31/2023 |
DFAT | 167,770 | $8,779 | 12/31/2023 |
Confluence Wealth Services Inc. | 160,594 | $8,741 | 03/31/2024 |
DFAT | 160,594 | $8,741 | 03/31/2024 |
Altiora Financial Group LLC | 159,806 | $8,698 | 03/31/2024 |
DFAT | 159,806 | $8,698 | 03/31/2024 |
Juncture Wealth Strategies LLC | 157,961 | $8,598 | 03/31/2024 |
DFAT | 157,961 | $8,598 | 03/31/2024 |
Rise Advisors LLC | 154,380 | $8,403 | 03/31/2024 |
DFAT | 154,380 | $8,403 | 03/31/2024 |
Oppenheimer & Co. Inc. | 157,491 | $8,242 | 12/31/2023 |
DFAT | 157,491 | $8,242 | 12/31/2023 |
Lutz Financial Services LLC | 151,258 | $7,915 | 12/31/2023 |
DFAT | 151,258 | $7,915 | 12/31/2023 |
Glassy Mountain Advisors Inc. | 150,061 | $7,853 | 12/31/2023 |
DFAT | 150,061 | $7,853 | 12/31/2023 |
DiNuzzo Private Wealth Inc. | 149,971 | $7,848 | 12/31/2023 |
DFAT | 149,971 | $7,848 | 12/31/2023 |
Sterling Wealth Management Inc. | 147,582 | $7,723 | 12/31/2023 |
DFAT | 147,582 | $7,723 | 12/31/2023 |
Gradient Capital Advisors LLC | 139,360 | $7,585 | 03/31/2024 |
DFAT | 139,360 | $7,585 | 03/31/2024 |
Regions Financial Corp | 139,068 | $7,569 | 03/31/2024 |
DFAT | 139,068 | $7,569 | 03/31/2024 |
Captrust Financial Advisors | 143,769 | $7,523 | 12/31/2023 |
DFAT | 143,769 | $7,523 | 12/31/2023 |
Liberty Wealth Management LLC | 143,208 | $7,494 | 12/31/2023 |
DFAT | 143,208 | $7,494 | 12/31/2023 |
Rather & Kittrell Inc. | 141,843 | $7,423 | 12/31/2023 |
DFAT | 141,843 | $7,423 | 12/31/2023 |
Northwest Wealth Management LLC | 139,660 | $7,308 | 12/31/2023 |
DFAT | 139,660 | $7,308 | 12/31/2023 |
McKinley Carter Wealth Services Inc. | 139,068 | $7,277 | 12/31/2023 |
DFAT | 139,068 | $7,277 | 12/31/2023 |
Activest Wealth Management | 128,904 | $7,016 | 03/31/2024 |
DFAT | 128,904 | $7,016 | 03/31/2024 |
Betterment LLC | 130,701 | $6,840 | 12/31/2023 |
DFAT | 130,701 | $6,840 | 12/31/2023 |
Avondale Wealth Management | 125,416 | $6,826 | 03/31/2024 |
DFAT | 125,416 | $6,826 | 03/31/2024 |
Stifel Financial Corp | 127,567 | $6,676 | 12/31/2023 |
DFAT | 127,567 | $6,676 | 12/31/2023 |
RFG Advisory LLC | 122,365 | $6,660 | 03/31/2024 |
DFAT | 122,365 | $6,660 | 03/31/2024 |
Royal Bank of Canada | 124,577 | $6,519 | 12/31/2023 |
DFAT | 124,577 | $6,519 | 12/31/2023 |
Stratos Wealth Partners LTD. | 118,084 | $6,427 | 03/31/2024 |
DFAT | 118,084 | $6,427 | 03/31/2024 |
Mason Investment Advisory Services Inc. | 117,734 | $6,161 | 12/31/2023 |
DFAT | 117,734 | $6,161 | 12/31/2023 |
Verdence Capital Advisors LLC | 117,335 | $6,140 | 12/31/2023 |
DFAT | 117,335 | $6,140 | 12/31/2023 |
D.A. Davidson & CO. | 115,978 | $6,069 | 12/31/2023 |
DFAT | 115,978 | $6,069 | 12/31/2023 |
FinDec Wealth Services Inc. | 114,152 | $5,974 | 12/31/2023 |
DFAT | 114,152 | $5,974 | 12/31/2023 |
MAI Capital Management | 114,140 | $5,973 | 12/31/2023 |
DFAT | 114,140 | $5,973 | 12/31/2023 |
OMNI 360 Wealth Inc. | 108,324 | $5,896 | 03/31/2024 |
DFAT | 108,324 | $5,896 | 03/31/2024 |
Schoolcraft Capital LLC | 107,508 | $5,852 | 03/31/2024 |
DFAT | 107,508 | $5,852 | 03/31/2024 |
Cetera Advisor Networks LLC | 110,547 | $5,785 | 12/31/2023 |
DFAT | 110,547 | $5,785 | 12/31/2023 |
Watershed Private Wealth LLC | 109,208 | $5,715 | 12/31/2023 |
DFAT | 109,208 | $5,715 | 12/31/2023 |
Cherry Tree Wealth Management LLC | 108,935 | $5,701 | 12/31/2023 |
DFAT | 108,935 | $5,701 | 12/31/2023 |
Monticello Wealth Management LLC | 103,154 | $5,615 | 03/31/2024 |
DFAT | 103,154 | $5,615 | 03/31/2024 |
Red Lighthouse Investment Management LLC | 106,405 | $5,568 | 12/31/2023 |
DFAT | 106,405 | $5,568 | 12/31/2023 |
Gibson Capital LLC | 101,519 | $5,526 | 03/31/2024 |
DFAT | 101,519 | $5,526 | 03/31/2024 |
GWM Advisors LLC | 107,461 | $5,507 | 12/31/2023 |
DFAT | 107,461 | $5,507 | 12/31/2023 |
Disciplined Investments LLC | 101,100 | $5,503 | 03/31/2024 |
DFAT | 101,100 | $5,503 | 03/31/2024 |
Cypress Point Wealth Management LLC | 104,433 | $5,465 | 12/31/2023 |
DFAT | 104,433 | $5,465 | 12/31/2023 |
Cresset Asset Management LLC | 103,531 | $5,418 | 12/31/2023 |
DFAT | 103,531 | $5,418 | 12/31/2023 |
Better Money Decisions LLC | 96,651 | $5,058 | 12/31/2023 |
DFAT | 96,651 | $5,058 | 12/31/2023 |
Carlson Capital Management | 91,618 | $4,987 | 03/31/2024 |
DFAT | 91,618 | $4,987 | 03/31/2024 |
CFS Investment Advisory Services LLC | 93,803 | $4,909 | 12/31/2023 |
DFAT | 93,803 | $4,909 | 12/31/2023 |
Private Wealth Management Group LLC | 91,503 | $4,788 | 12/31/2023 |
DFAT | 91,503 | $4,788 | 12/31/2023 |
Advisor Group Holdings Inc. | 90,854 | $4,755 | 12/31/2023 |
DFAT | 90,854 | $4,755 | 12/31/2023 |
Schwarz Dygos Wheeler Investment Advisors LLC | 90,781 | $4,751 | 12/31/2023 |
DFAT | 90,781 | $4,751 | 12/31/2023 |
Shearwater Capital LLC | 86,234 | $4,694 | 03/31/2024 |
DFAT | 86,234 | $4,694 | 03/31/2024 |
Park Avenue Securities LLC | 86,190 | $4,691 | 03/31/2024 |
DFAT | 86,190 | $4,691 | 03/31/2024 |
RTD Financial Advisors Inc. | 85,600 | $4,659 | 03/31/2024 |
DFAT | 85,600 | $4,659 | 03/31/2024 |
Pioneer Wealth Management Group | 82,748 | $4,504 | 03/31/2024 |
DFAT | 82,748 | $4,504 | 03/31/2024 |
TAGStone Capital Inc. | 86,052 | $4,503 | 12/31/2023 |
DFAT | 86,052 | $4,503 | 12/31/2023 |
Wealthstream Advisors Inc. | 82,449 | $4,315 | 12/31/2023 |
DFAT | 82,449 | $4,315 | 12/31/2023 |
Soundmark Wealth Management LLC | 79,133 | $4,307 | 03/31/2024 |
DFAT | 79,133 | $4,307 | 03/31/2024 |
Shira Ridge Wealth Management | 77,419 | $4,214 | 03/31/2024 |
DFAT | 77,419 | $4,214 | 03/31/2024 |
Claris Advisors LLC MO | 79,287 | $4,149 | 12/31/2023 |
DFAT | 79,287 | $4,149 | 12/31/2023 |
Diversified Portfolios Inc. | 78,641 | $4,115 | 12/31/2023 |
DFAT | 78,641 | $4,115 | 12/31/2023 |
Level Financial Advisors Inc. | 75,368 | $4,102 | 03/31/2024 |
DFAT | 75,368 | $4,102 | 03/31/2024 |
Evensky & Katz LLC | 74,455 | $4,053 | 03/31/2024 |
DFAT | 74,455 | $4,053 | 03/31/2024 |
City State Bank | 74,201 | $4,039 | 03/31/2024 |
DFAT | 74,201 | $4,039 | 03/31/2024 |
True Wealth Design LLC | 75,899 | $3,972 | 12/31/2023 |
DFAT | 75,899 | $3,972 | 12/31/2023 |
BetterWealth LLC | 72,294 | $3,935 | 03/31/2024 |
DFAT | 72,294 | $3,935 | 03/31/2024 |
Morgan Stanley | 71,579 | $3,746 | 12/31/2023 |
DFAT | 71,579 | $3,746 | 12/31/2023 |
Total Wealth Planning LLC | 68,801 | $3,745 | 03/31/2024 |
DFAT | 68,801 | $3,745 | 03/31/2024 |
Resources Investment Advisors LLC. | 69,278 | $3,625 | 12/31/2023 |
DFAT | 69,278 | $3,625 | 12/31/2023 |
SC&H Financial Advisors Inc. | 67,509 | $3,533 | 12/31/2023 |
DFAT | 67,509 | $3,533 | 12/31/2023 |
Exencial Wealth Advisors LLC | 65,421 | $3,423 | 12/31/2023 |
DFAT | 65,421 | $3,423 | 12/31/2023 |
Efficient Advisors LLC | 63,607 | $3,329 | 12/31/2023 |
DFAT | 63,607 | $3,329 | 12/31/2023 |
Physician Wealth Solutions Inc. | 60,911 | $3,315 | 03/31/2024 |
DFAT | 60,911 | $3,315 | 03/31/2024 |
Klingman & Associates LLC | 62,289 | $3,260 | 12/31/2023 |
DFAT | 62,289 | $3,260 | 12/31/2023 |
Eqis Capital Management Inc. | 60,908 | $3,187 | 12/31/2023 |
DFAT | 60,908 | $3,187 | 12/31/2023 |
LJI Wealth Management LLC | 60,178 | $3,149 | 12/31/2023 |
DFAT | 60,178 | $3,149 | 12/31/2023 |
ARK & TLK Investments LLC | 58,876 | $3,081 | 12/31/2023 |
DFAT | 58,876 | $3,081 | 12/31/2023 |
Live Oak Private Wealth LLC | 55,382 | $3,014 | 03/31/2024 |
DFAT | 55,382 | $3,014 | 03/31/2024 |
Grand Wealth Management LLC | 57,301 | $2,999 | 12/31/2023 |
DFAT | 57,301 | $2,999 | 12/31/2023 |
EverSource Wealth Advisors LLC | 54,892 | $2,872 | 12/31/2023 |
DFAT | 54,892 | $2,872 | 12/31/2023 |
Orion Portfolio Solutions LLC | 55,664 | $2,858 | 12/31/2023 |
DFAT | 55,664 | $2,858 | 12/31/2023 |
Thrivent Financial for Lutherans | 51,549 | $2,698 | 12/31/2023 |
DFAT | 51,549 | $2,698 | 12/31/2023 |
Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 51,093 | $2,674 | 12/31/2023 |
DFAT | 51,093 | $2,674 | 12/31/2023 |
Farther Finance Advisors LLC | 51,001 | $2,669 | 12/31/2023 |
DFAT | 51,001 | $2,669 | 12/31/2023 |
SOL Capital Management CO | 48,355 | $2,632 | 03/31/2024 |
DFAT | 48,355 | $2,632 | 03/31/2024 |
White Wing Wealth Management | 47,852 | $2,582 | 03/31/2024 |
DFAT | 47,852 | $2,582 | 03/31/2024 |
Jentner Corp | 49,264 | $2,578 | 12/31/2023 |
DFAT | 49,264 | $2,578 | 12/31/2023 |
Delap Wealth Advisory LLC | 48,980 | $2,563 | 12/31/2023 |
DFAT | 48,980 | $2,563 | 12/31/2023 |
Applied Capital LLC | 46,922 | $2,554 | 03/31/2024 |
DFAT | 46,922 | $2,554 | 03/31/2024 |
WorthPointe LLC | 48,641 | $2,545 | 12/31/2023 |
DFAT | 48,641 | $2,545 | 12/31/2023 |
Balyasny Asset Management LLC | 48,512 | $2,539 | 12/31/2023 |
DFAT | 48,512 | $2,539 | 12/31/2023 |
Private Advisor Group LLC | 47,817 | $2,502 | 12/31/2023 |
DFAT | 47,817 | $2,502 | 12/31/2023 |
Certified Advisory Corp | 45,432 | $2,377 | 12/31/2023 |
DFAT | 45,432 | $2,377 | 12/31/2023 |
Keel Point LLC | 42,886 | $2,334 | 03/31/2024 |
DFAT | 42,886 | $2,334 | 03/31/2024 |
OLIO Financial Planning | 43,336 | $2,292 | 03/31/2024 |
DFAT | 43,336 | $2,292 | 03/31/2024 |
Townsquare Capital LLC | 41,588 | $2,176 | 12/31/2023 |
DFAT | 41,588 | $2,176 | 12/31/2023 |
Elevate Wealth Advisory Inc. | 41,472 | $2,170 | 12/31/2023 |
DFAT | 41,472 | $2,170 | 12/31/2023 |
Werba Rubin Papier Wealth Management | 41,107 | $2,151 | 12/31/2023 |
DFAT | 41,107 | $2,151 | 12/31/2023 |
Annandale Capital LLC | 40,953 | $2,143 | 12/31/2023 |
DFAT | 40,953 | $2,143 | 12/31/2023 |
Aviance Capital Partners LLC | 39,292 | $2,139 | 03/31/2024 |
DFAT | 39,292 | $2,139 | 03/31/2024 |
Mattern Wealth Management LLC | 39,993 | $2,093 | 12/31/2023 |
DFAT | 39,993 | $2,093 | 12/31/2023 |
Aurum Wealth Management Group LLC | 38,355 | $2,088 | 03/31/2024 |
DFAT | 38,355 | $2,088 | 03/31/2024 |
US Bancorp DE | 38,738 | $2,027 | 12/31/2023 |
DFAT | 38,738 | $2,027 | 12/31/2023 |
Abel Hall LLC | 38,737 | $2,027 | 12/31/2023 |
DFAT | 38,737 | $2,027 | 12/31/2023 |
Bridgewater Advisors Inc. | 38,379 | $2,008 | 12/31/2023 |
DFAT | 38,379 | $2,008 | 12/31/2023 |
Fortress Wealth Management Inc. | 36,199 | $1,970 | 03/31/2024 |
DFAT | 36,199 | $1,970 | 03/31/2024 |
Rooted Wealth Advisors Inc. | 36,871 | $1,959 | 03/31/2024 |
DFAT | 36,871 | $1,959 | 03/31/2024 |
Cassady Schiller Wealth Management LLC | 37,400 | $1,957 | 12/31/2023 |
DFAT | 37,400 | $1,957 | 12/31/2023 |
Investmark Advisory Group LLC | 37,051 | $1,939 | 12/31/2023 |
DFAT | 37,051 | $1,939 | 12/31/2023 |
Glass Jacobson Investment Advisors llc | 36,336 | $1,901 | 12/31/2023 |
DFAT | 36,336 | $1,901 | 12/31/2023 |
Fortitude Family Office LLC | 33,763 | $1,838 | 03/31/2024 |
DFAT | 33,763 | $1,838 | 03/31/2024 |
Financial Synergies Wealth Advisors Inc. | 33,485 | $1,823 | 03/31/2024 |
DFAT | 33,485 | $1,823 | 03/31/2024 |
Heritage Investment Group Inc. | 33,879 | $1,773 | 12/31/2023 |
DFAT | 33,879 | $1,773 | 12/31/2023 |
Maryland Capital Advisors Inc. | 32,398 | $1,763 | 03/31/2024 |
DFAT | 32,398 | $1,763 | 03/31/2024 |
Kavar Capital Partners Group LLC | 33,580 | $1,757 | 12/31/2023 |
DFAT | 33,580 | $1,757 | 12/31/2023 |
Measured Wealth Private Client Group LLC | 32,090 | $1,747 | 03/31/2024 |
DFAT | 32,090 | $1,747 | 03/31/2024 |
Waypoint Capital Advisors LLC | 33,343 | $1,745 | 12/31/2023 |
DFAT | 33,343 | $1,745 | 12/31/2023 |
Lam Group Inc. | 32,010 | $1,742 | 03/31/2024 |
DFAT | 32,010 | $1,742 | 03/31/2024 |
Nelson Van Denburg & Campbell Wealth Management Group LLC | 32,998 | $1,727 | 12/31/2023 |
DFAT | 32,998 | $1,727 | 12/31/2023 |
Northern Trust Corp | 32,598 | $1,706 | 12/31/2023 |
DFAT | 32,598 | $1,706 | 12/31/2023 |
IHT Wealth Management LLC | 32,089 | $1,679 | 12/31/2023 |
DFAT | 32,089 | $1,679 | 12/31/2023 |
Schubert & Co | 31,793 | $1,664 | 12/31/2023 |
DFAT | 31,793 | $1,664 | 12/31/2023 |
Rehmann Capital Advisory Group | 31,458 | $1,646 | 12/31/2023 |
DFAT | 31,458 | $1,646 | 12/31/2023 |
Prime Capital Investment Advisors LLC | 31,108 | $1,628 | 12/31/2023 |
DFAT | 31,108 | $1,628 | 12/31/2023 |
Websterrogers Financial Advisors LLC | 30,960 | $1,620 | 12/31/2023 |
DFAT | 30,960 | $1,620 | 12/31/2023 |
ZRC Wealth Management LLC | 29,715 | $1,617 | 03/31/2024 |
DFAT | 29,715 | $1,617 | 03/31/2024 |
Versant Capital Management Inc | 29,148 | $1,587 | 03/31/2024 |
DFAT | 29,148 | $1,587 | 03/31/2024 |
CarsonAllaria Wealth Management Ltd. | 30,326 | $1,587 | 12/31/2023 |
DFAT | 30,326 | $1,587 | 12/31/2023 |
Montag A & Associates Inc. | 29,849 | $1,562 | 12/31/2023 |
DFAT | 29,849 | $1,562 | 12/31/2023 |
Two Sigma Investments LP | 29,400 | $1,539 | 12/31/2023 |
DFAT | 29,400 | $1,539 | 12/31/2023 |
Integrated Wealth Concepts LLC | 28,324 | $1,482 | 12/31/2023 |
DFAT | 28,324 | $1,482 | 12/31/2023 |
Lauer Wealth LLC | 28,020 | $1,465 | 03/31/2024 |
DFAT | 28,020 | $1,465 | 03/31/2024 |
Prospera Financial Services Inc | 27,880 | $1,459 | 12/31/2023 |
DFAT | 27,880 | $1,459 | 12/31/2023 |
Main Street Financial Solutions LLC | 26,657 | $1,451 | 03/31/2024 |
DFAT | 26,657 | $1,451 | 03/31/2024 |
Tobias Financial Advisors Inc. | 27,674 | $1,448 | 12/31/2023 |
DFAT | 27,674 | $1,448 | 12/31/2023 |
Melfa Wealth Management LLC | 26,285 | $1,431 | 03/31/2024 |
DFAT | 26,285 | $1,431 | 03/31/2024 |
Quarry Hill Advisors LLC | 27,194 | $1,423 | 12/31/2023 |
DFAT | 27,194 | $1,423 | 12/31/2023 |
Long Island Wealth Management Inc. | 26,438 | $1,384 | 12/31/2023 |
DFAT | 26,438 | $1,384 | 12/31/2023 |
Root Financial Partners LLC | 25,336 | $1,379 | 03/31/2024 |
DFAT | 25,336 | $1,379 | 03/31/2024 |
Stephens Inc. AR | 26,086 | $1,365 | 12/31/2023 |
DFAT | 26,086 | $1,365 | 12/31/2023 |
25 LLC | 25,664 | $1,343 | 12/31/2023 |
DFAT | 25,664 | $1,343 | 12/31/2023 |
Bank of Montreal Can | 25,334 | $1,341 | 12/31/2023 |
DFAT | 25,334 | $1,341 | 12/31/2023 |
Wealthcare Advisory Partners LLC | 24,528 | $1,335 | 03/31/2024 |
DFAT | 24,528 | $1,335 | 03/31/2024 |
Zhang Financial LLC | 24,503 | $1,334 | 03/31/2024 |
DFAT | 24,503 | $1,334 | 03/31/2024 |
Addison Advisors LLC | 24,854 | $1,301 | 12/31/2023 |
DFAT | 24,854 | $1,301 | 12/31/2023 |
Moneta Group Investment Advisors LLC | 24,721 | $1,294 | 12/31/2023 |
DFAT | 24,721 | $1,294 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 24,325 | $1,273 | 12/31/2023 |
DFAT | 24,325 | $1,273 | 12/31/2023 |
Dfpg Investments LLC | 24,998 | $1,271 | 12/31/2023 |
DFAT | 24,998 | $1,271 | 12/31/2023 |
JFS Wealth Advisors LLC | 23,789 | $1,245 | 12/31/2023 |
DFAT | 23,789 | $1,245 | 12/31/2023 |
TIAA Trust National Association | 23,358 | $1,222 | 12/31/2023 |
DFAT | 23,358 | $1,222 | 12/31/2023 |
Mission Wealth Management LP | 23,326 | $1,221 | 12/31/2023 |
DFAT | 23,326 | $1,221 | 12/31/2023 |
WealthCollab LLC | 23,334 | $1,221 | 12/31/2023 |
DFAT | 23,334 | $1,221 | 12/31/2023 |
Peirce Capital Management LLC | 21,718 | $1,182 | 03/31/2024 |
DFAT | 21,718 | $1,182 | 03/31/2024 |
Sanctuary Wealth Management L.L.C. | 22,537 | $1,179 | 12/31/2023 |
DFAT | 22,537 | $1,179 | 12/31/2023 |
Bedel Financial Consulting Inc. | 22,025 | $1,153 | 12/31/2023 |
DFAT | 22,025 | $1,153 | 12/31/2023 |
Safeguard Investment Advisory Group LLC | 21,973 | $1,150 | 12/31/2023 |
DFAT | 21,973 | $1,150 | 12/31/2023 |
Morris Financial Concepts Inc. | 20,799 | $1,132 | 03/31/2024 |
DFAT | 20,799 | $1,132 | 03/31/2024 |
Wealthspan Partners LLC | 21,205 | $1,110 | 12/31/2023 |
DFAT | 21,205 | $1,110 | 12/31/2023 |
United Capital Financial Advisers LLC | 21,001 | $1,099 | 12/31/2023 |
DFAT | 21,001 | $1,099 | 12/31/2023 |
Avantax Advisory Services Inc. | 20,815 | $1,089 | 12/31/2023 |
DFAT | 20,815 | $1,089 | 12/31/2023 |
Intergy Private Wealth LLC | 19,998 | $1,088 | 03/31/2024 |
DFAT | 19,998 | $1,088 | 03/31/2024 |
MB Generational Wealth LLC | 20,795 | $1,088 | 12/31/2023 |
DFAT | 20,795 | $1,088 | 12/31/2023 |
Rockwood Wealth Management LLC | 19,900 | $1,083 | 03/31/2024 |
DFAT | 19,900 | $1,083 | 03/31/2024 |
Meredith Wealth Planning | 19,752 | $1,075 | 03/31/2024 |
DFAT | 19,752 | $1,075 | 03/31/2024 |
Balboa Wealth Partners | 20,513 | $1,073 | 12/31/2023 |
DFAT | 20,513 | $1,073 | 12/31/2023 |
Basso Capital Management L.P. | 20,303 | $1,062 | 12/31/2023 |
DFAT | 20,303 | $1,062 | 12/31/2023 |
Mutual Advisors LLC | 20,240 | $1,059 | 12/31/2023 |
DFAT | 20,240 | $1,059 | 12/31/2023 |
BOS Asset Management LLC | 19,972 | $1,045 | 12/31/2023 |
DFAT | 19,972 | $1,045 | 12/31/2023 |
Nicholas Hoffman & Company LLC. | 19,180 | $1,044 | 03/31/2024 |
DFAT | 19,180 | $1,044 | 03/31/2024 |
DiMeo Schneider & Associates L.L.C. | 19,831 | $1,038 | 12/31/2023 |
DFAT | 19,831 | $1,038 | 12/31/2023 |
CWM LLC | 18,742 | $1,020 | 03/31/2024 |
DFAT | 18,742 | $1,020 | 03/31/2024 |
Prudential Financial Inc. | 19,165 | $1,003 | 12/31/2023 |
DFAT | 19,165 | $1,003 | 12/31/2023 |
Dakota Wealth Management | 18,311 | $997 | 03/31/2024 |
DFAT | 18,311 | $997 | 03/31/2024 |
Brighton Jones LLC | 19,014 | $995 | 12/31/2023 |
DFAT | 19,014 | $995 | 12/31/2023 |
Vannoy Advisory Group Inc. | 18,890 | $989 | 12/31/2023 |
DFAT | 18,890 | $989 | 12/31/2023 |
Rollins Financial | 18,829 | $985 | 12/31/2023 |
DFAT | 18,829 | $985 | 12/31/2023 |
Rollins Financial Advisors LLC | 18,829 | $985 | 12/31/2023 |
DFAT | 18,829 | $985 | 12/31/2023 |
Principal Securities Inc. | 18,345 | $960 | 12/31/2023 |
DFAT | 18,345 | $960 | 12/31/2023 |
Pinnacle Bank | 17,579 | $957 | 03/31/2024 |
DFAT | 17,579 | $957 | 03/31/2024 |
Bragg Financial Advisors Inc | 17,998 | $942 | 12/31/2023 |
DFAT | 17,998 | $942 | 12/31/2023 |
Curi Capital | 17,964 | $940 | 12/31/2023 |
DFAT | 17,964 | $940 | 12/31/2023 |
Keebeck Wealth Management LLC | 17,580 | $920 | 12/31/2023 |
DFAT | 17,580 | $920 | 12/31/2023 |
Chicago Partners Investment Group LLC | 18,042 | $919 | 12/31/2023 |
DFAT | 18,042 | $919 | 12/31/2023 |
Apollon Wealth Management LLC | 17,498 | $916 | 12/31/2023 |
DFAT | 17,498 | $916 | 12/31/2023 |
Peapack Gladstone Financial Corp | 17,480 | $915 | 12/31/2023 |
DFAT | 17,480 | $915 | 12/31/2023 |
Bromfield Sneider Wealth Advisors | 16,714 | $910 | 03/31/2024 |
DFAT | 16,714 | $910 | 03/31/2024 |
Jones Financial Companies Lllp | 16,812 | $880 | 12/31/2023 |
DFAT | 16,812 | $880 | 12/31/2023 |
Sensible Financial Planning & Management LLC. | 16,608 | $869 | 12/31/2023 |
DFAT | 16,608 | $869 | 12/31/2023 |
Veriti Management LLC | 15,846 | $862 | 03/31/2024 |
DFAT | 15,846 | $862 | 03/31/2024 |
Advisory Services & Investments LLC | 15,626 | $851 | 03/31/2024 |
DFAT | 15,626 | $851 | 03/31/2024 |
Falcon Wealth Planning | 15,523 | $845 | 03/31/2024 |
DFAT | 15,523 | $845 | 03/31/2024 |
Trustmark National Bank Trust Department | 16,080 | $841 | 12/31/2023 |
DFAT | 16,080 | $841 | 12/31/2023 |
Warwick Investment Management Inc. | 15,750 | $824 | 12/31/2023 |
DFAT | 15,750 | $824 | 12/31/2023 |
BBR Partners LLC | 15,514 | $812 | 12/31/2023 |
DFAT | 15,514 | $812 | 12/31/2023 |
Murphy Pohlad Asset Management LLC | 14,893 | $811 | 03/31/2024 |
DFAT | 14,893 | $811 | 03/31/2024 |
Rockefeller Capital Management L.P. | 15,505 | $811 | 12/31/2023 |
DFAT | 15,505 | $811 | 12/31/2023 |
Studio Investment Management LLC | 15,415 | $807 | 12/31/2023 |
DFAT | 15,415 | $807 | 12/31/2023 |
Smartleaf Asset Management LLC | 15,132 | $802 | 12/31/2023 |
DFAT | 15,132 | $802 | 12/31/2023 |
Clear Creek Financial Management LLC | 15,286 | $800 | 12/31/2023 |
DFAT | 15,286 | $800 | 12/31/2023 |
Capital Investment Advisors LLC | 14,631 | $796 | 03/31/2024 |
DFAT | 14,631 | $796 | 03/31/2024 |
U.S. Capital Wealth Advisors LLC | 15,199 | $795 | 12/31/2023 |
DFAT | 15,199 | $795 | 12/31/2023 |
CPA Asset Management LLC | 14,837 | $776 | 12/31/2023 |
DFAT | 14,837 | $776 | 12/31/2023 |
WMG Financial Advisors LLC | 14,748 | $772 | 12/31/2023 |
DFAT | 14,748 | $772 | 12/31/2023 |
Keybank National Association OH | 14,486 | $758 | 12/31/2023 |
DFAT | 14,486 | $758 | 12/31/2023 |
Baker Tilly Financial LLC | 14,494 | $758 | 12/31/2023 |
DFAT | 14,494 | $758 | 12/31/2023 |
Commerce Bank | 14,419 | $755 | 12/31/2023 |
DFAT | 14,419 | $755 | 12/31/2023 |
Signet Financial Management LLC | 13,847 | $754 | 03/31/2024 |
DFAT | 13,847 | $754 | 03/31/2024 |
Warren Averett Asset Management LLC | 14,344 | $751 | 12/31/2023 |
DFAT | 14,344 | $751 | 12/31/2023 |
Olistico Wealth LLC | 14,252 | $746 | 12/31/2023 |
DFAT | 14,252 | $746 | 12/31/2023 |
Plante Moran Financial Advisors LLC | 13,986 | $732 | 12/31/2023 |
DFAT | 13,986 | $732 | 12/31/2023 |
Atria Wealth Solutions Inc. | 13,875 | $726 | 12/31/2023 |
DFAT | 13,875 | $726 | 12/31/2023 |
CVA Family Office LLC | 12,575 | $684 | 03/31/2024 |
DFAT | 12,575 | $684 | 03/31/2024 |
CAPROCK Group Inc. | 13,059 | $683 | 12/31/2023 |
DFAT | 13,059 | $683 | 12/31/2023 |
HB Wealth Management LLC | 13,051 | $683 | 12/31/2023 |
DFAT | 13,051 | $683 | 12/31/2023 |
Dynamic Advisor Solutions LLC | 12,438 | $677 | 03/31/2024 |
DFAT | 12,438 | $677 | 03/31/2024 |
BCR Wealth Strategies LLC | 12,917 | $675 | 12/31/2023 |
DFAT | 12,917 | $675 | 12/31/2023 |
Rappaport Reiches Capital Management LLC | 12,191 | $664 | 03/31/2024 |
DFAT | 12,191 | $664 | 03/31/2024 |
Whittier Trust Co. | 12,636 | $661 | 12/31/2023 |
DFAT | 12,636 | $661 | 12/31/2023 |
Dorsey & Whitney Trust CO LLC | 12,410 | $649 | 12/31/2023 |
DFAT | 12,410 | $649 | 12/31/2023 |
B.O.S.S. Retirement Advisors LLC | 12,299 | $644 | 12/31/2023 |
DFAT | 12,299 | $644 | 12/31/2023 |
Ferguson Wellman Capital Management Inc. | 11,787 | $642 | 03/31/2024 |
DFAT | 11,787 | $642 | 03/31/2024 |
Smith Chas P & Associates PA Cpas | 12,271 | $642 | 12/31/2023 |
DFAT | 12,271 | $642 | 12/31/2023 |
GUNN & Co INVESTMENT MANAGEMENT INC. | 12,271 | $642 | 12/31/2023 |
DFAT | 12,271 | $642 | 12/31/2023 |
Cascade Wealth Advisors Inc | 12,351 | $635 | 03/31/2024 |
DFAT | 12,351 | $635 | 03/31/2024 |
SILVER OAK SECURITIES Inc | 12,088 | $633 | 12/31/2023 |
DFAT | 12,088 | $633 | 12/31/2023 |
We Are One Seven LLC | 12,089 | $633 | 12/31/2023 |
DFAT | 12,089 | $633 | 12/31/2023 |
Prevail Innovative Wealth Advisors LLC | 12,078 | $632 | 12/31/2023 |
DFAT | 12,078 | $632 | 12/31/2023 |
Evoke Wealth LLC | 12,041 | $630 | 12/31/2023 |
DFAT | 12,041 | $630 | 12/31/2023 |
RAM Investment Partners LLC | 11,936 | $625 | 12/31/2023 |
DFAT | 11,936 | $625 | 12/31/2023 |
Stone Point Wealth LLC | 11,861 | $621 | 12/31/2023 |
DFAT | 11,861 | $621 | 12/31/2023 |
Tcwp LLC | 11,789 | $617 | 12/31/2023 |
DFAT | 11,789 | $617 | 12/31/2023 |
NCM Capital Management LLC | 11,728 | $614 | 12/31/2023 |
DFAT | 11,728 | $614 | 12/31/2023 |
Janney Montgomery Scott LLC | 11,685 | $611 | 12/31/2023 |
DFAT | 11,685 | $611 | 12/31/2023 |
GenTrust LLC | 11,082 | $603 | 03/31/2024 |
DFAT | 11,082 | $603 | 03/31/2024 |
Vance Wealth Inc. | 11,518 | $603 | 12/31/2023 |
DFAT | 11,518 | $603 | 12/31/2023 |
Five Oceans Advisors | 11,041 | $601 | 03/31/2024 |
DFAT | 11,041 | $601 | 03/31/2024 |
Integrated Advisors Network LLC | 11,123 | $582 | 12/31/2023 |
DFAT | 11,123 | $582 | 12/31/2023 |
STA Wealth Management LLC | 11,099 | $581 | 12/31/2023 |
DFAT | 11,099 | $581 | 12/31/2023 |
WoodTrust Financial Corp | 10,648 | $580 | 03/31/2024 |
DFAT | 10,648 | $580 | 03/31/2024 |
Aptus Capital Advisors LLC | 10,905 | $571 | 12/31/2023 |
DFAT | 10,905 | $571 | 12/31/2023 |
O Shaughnessy Asset Management LLC | 10,828 | $567 | 12/31/2023 |
DFAT | 10,828 | $567 | 12/31/2023 |
Global Trust Asset Management LLC | 10,382 | $565 | 03/31/2024 |
DFAT | 10,382 | $565 | 03/31/2024 |
Financial Engines Advisors L.L.C. | 10,773 | $564 | 12/31/2023 |
DFAT | 10,773 | $564 | 12/31/2023 |
Flow Traders U.S. LLC | 10,757 | $563 | 12/31/2023 |
DFAT | 10,757 | $563 | 12/31/2023 |
Liberty Capital Management Inc. | 10,305 | $561 | 03/31/2024 |
DFAT | 10,305 | $561 | 03/31/2024 |
Strategic Financial Services Inc | 10,714 | $561 | 12/31/2023 |
DFAT | 10,714 | $561 | 12/31/2023 |
Revisor Wealth Management LLC | 10,488 | $560 | 03/31/2024 |
DFAT | 10,488 | $560 | 03/31/2024 |
Ronald Blue Trust Inc. | 10,680 | $559 | 12/31/2023 |
DFAT | 10,680 | $559 | 12/31/2023 |
McGlone Suttner Wealth Management Inc. | 10,242 | $557 | 03/31/2024 |
DFAT | 10,242 | $557 | 03/31/2024 |
RMB Capital Management LLC | 10,646 | $557 | 12/31/2023 |
DFAT | 10,646 | $557 | 12/31/2023 |
Paragon Financial Partners Inc. | 10,164 | $553 | 03/31/2024 |
DFAT | 10,164 | $553 | 03/31/2024 |
Fort Point Capital Partners LLC | 10,558 | $552 | 12/31/2023 |
DFAT | 10,558 | $552 | 12/31/2023 |
Hemington Wealth Management | 10,482 | $549 | 12/31/2023 |
DFAT | 10,482 | $549 | 12/31/2023 |
Bartlett & Co. LLC | 10,309 | $545 | 12/31/2023 |
DFAT | 10,309 | $545 | 12/31/2023 |
Bartlett & CO. Wealth Management LLC | 10,309 | $545 | 12/31/2023 |
DFAT | 10,309 | $545 | 12/31/2023 |
Sigma Planning Corp | 10,340 | $541 | 12/31/2023 |
DFAT | 10,340 | $541 | 12/31/2023 |
Geneos Wealth Management Inc. | 10,127 | $530 | 12/31/2023 |
DFAT | 10,127 | $530 | 12/31/2023 |
Fischer Investment Strategies LLC | 10,095 | $528 | 12/31/2023 |
DFAT | 10,095 | $528 | 12/31/2023 |
Sand Hill Global Advisors LLC | 10,068 | $527 | 12/31/2023 |
DFAT | 10,068 | $527 | 12/31/2023 |
Pinnacle Financial Partners Inc. | 10,079 | $527 | 12/31/2023 |
DFAT | 10,079 | $527 | 12/31/2023 |
Forza Wealth Management LLC | 9,585 | $522 | 03/31/2024 |
DFAT | 9,585 | $522 | 03/31/2024 |
Capital Investment Advisory Services LLC | 9,452 | $495 | 12/31/2023 |
DFAT | 9,452 | $495 | 12/31/2023 |
Baker Boyer National Bank | 9,079 | $494 | 03/31/2024 |
DFAT | 9,079 | $494 | 03/31/2024 |
Fifth Third Bancorp | 8,966 | $488 | 03/31/2024 |
DFAT | 8,966 | $488 | 03/31/2024 |
Parkside Financial Bank & Trust | 9,199 | $481 | 12/31/2023 |
DFAT | 9,199 | $481 | 12/31/2023 |
CWA Asset Management Group LLC | 9,119 | $477 | 12/31/2023 |
DFAT | 9,119 | $477 | 12/31/2023 |
Secure Asset Management LLC | 9,100 | $476 | 12/31/2023 |
DFAT | 9,100 | $476 | 12/31/2023 |
Wetherby Asset Management Inc. | 9,046 | $473 | 12/31/2023 |
DFAT | 9,046 | $473 | 12/31/2023 |
Silver Oak Advisory Group Inc. | 9,043 | $473 | 12/31/2023 |
DFAT | 9,043 | $473 | 12/31/2023 |
Perigon Wealth Management LLC | 9,011 | $472 | 12/31/2023 |
DFAT | 9,011 | $472 | 12/31/2023 |
Baystate Wealth Management LLC | 9,004 | $471 | 12/31/2023 |
DFAT | 9,004 | $471 | 12/31/2023 |
Monument Group Wealth Advisors LLC | 8,981 | $470 | 12/31/2023 |
DFAT | 8,981 | $470 | 12/31/2023 |
180 Wealth Advisors LLC | 8,621 | $469 | 03/31/2024 |
DFAT | 8,621 | $469 | 03/31/2024 |
Greenspring Advisors LLC | 8,549 | $465 | 03/31/2024 |
DFAT | 8,549 | $465 | 03/31/2024 |
Lbmc Investment Advisors LLC | 8,457 | $460 | 03/31/2024 |
DFAT | 8,457 | $460 | 03/31/2024 |
Fortis Advisors LLC | 8,701 | $455 | 12/31/2023 |
DFAT | 8,701 | $455 | 12/31/2023 |
AQR Capital Management LLC | 8,584 | $449 | 12/31/2023 |
DFAT | 8,584 | $449 | 12/31/2023 |
Exeter Financial LLC | 8,456 | $448 | 03/31/2024 |
DFAT | 8,456 | $448 | 03/31/2024 |
Thoroughbred Financial Services LLC | 8,457 | $442 | 12/31/2023 |
DFAT | 8,457 | $442 | 12/31/2023 |
FMR LLC | 8,253 | $432 | 12/31/2023 |
DFAT | 8,253 | $432 | 12/31/2023 |
Wedmont Private Capital | 7,841 | $420 | 03/31/2024 |
DFAT | 7,841 | $420 | 03/31/2024 |
Hutchinson Capital Management CA | 8,017 | $420 | 12/31/2023 |
DFAT | 8,017 | $420 | 12/31/2023 |
Syverson Strege & Co | 8,007 | $419 | 12/31/2023 |
DFAT | 8,007 | $419 | 12/31/2023 |
Miracle Mile Advisors LLC | 7,647 | $416 | 03/31/2024 |
DFAT | 7,647 | $416 | 03/31/2024 |
MBM Wealth Consultants LLC | 7,591 | $413 | 03/31/2024 |
DFAT | 7,591 | $413 | 03/31/2024 |
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 7,841 | $410 | 12/31/2023 |
DFAT | 7,841 | $410 | 12/31/2023 |
Empower Advisory Group LLC | 7,797 | $408 | 12/31/2023 |
DFAT | 7,797 | $408 | 12/31/2023 |
Geometric Wealth Advisors | 7,629 | $399 | 12/31/2023 |
DFAT | 7,629 | $399 | 12/31/2023 |
AWM Capital LLC | 7,302 | $397 | 03/31/2024 |
DFAT | 7,302 | $397 | 03/31/2024 |
Wells Fargo & Company MN | 7,498 | $392 | 12/31/2023 |
DFAT | 7,498 | $392 | 12/31/2023 |
Bordeaux Wealth Advisors LLC | 7,464 | $391 | 12/31/2023 |
DFAT | 7,464 | $391 | 12/31/2023 |
DBK Financial Counsel LLC | 7,150 | $389 | 03/31/2024 |
DFAT | 7,150 | $389 | 03/31/2024 |
ST Germain D J Co. Inc. | 7,099 | $386 | 03/31/2024 |
DFAT | 7,099 | $386 | 03/31/2024 |
HTG Investment Advisors Inc. | 7,328 | $383 | 12/31/2023 |
DFAT | 7,328 | $383 | 12/31/2023 |
Coulter & Justus Financial Services LLC | 7,303 | $382 | 12/31/2023 |
DFAT | 7,303 | $382 | 12/31/2023 |
Foundations Investment Advisors LLC | 7,434 | $378 | 12/31/2023 |
DFAT | 7,434 | $378 | 12/31/2023 |
Lodestone Wealth Management LLC | 7,151 | $374 | 12/31/2023 |
DFAT | 7,151 | $374 | 12/31/2023 |
Staley Capital Advisers Inc. | 7,119 | $373 | 12/31/2023 |
DFAT | 7,119 | $373 | 12/31/2023 |
Greenline Partners LLC | 7,062 | $370 | 12/31/2023 |
DFAT | 7,062 | $370 | 12/31/2023 |
Rowland & Co. Investment Counsel ADV | 6,748 | $367 | 03/31/2024 |
DFAT | 6,748 | $367 | 03/31/2024 |
Financial Symmetry Inc | 6,976 | $365 | 12/31/2023 |
DFAT | 6,976 | $365 | 12/31/2023 |
Private Trust Co. NA | 6,514 | $355 | 03/31/2024 |
DFAT | 6,514 | $355 | 03/31/2024 |
Axxcess Wealth Management LLC | 6,743 | $353 | 12/31/2023 |
DFAT | 6,743 | $353 | 12/31/2023 |
KM Capital Management Ltd. | 6,742 | $353 | 12/31/2023 |
DFAT | 6,742 | $353 | 12/31/2023 |
Comerica Bank | 6,640 | $347 | 12/31/2023 |
DFAT | 6,640 | $347 | 12/31/2023 |
Wedbush Securities Inc. | 6,575 | $344 | 12/31/2023 |
DFAT | 6,575 | $344 | 12/31/2023 |
Lido Advisors LLC | 6,527 | $342 | 12/31/2023 |
DFAT | 6,527 | $342 | 12/31/2023 |
PrairieView Partners LLC | 6,480 | $339 | 12/31/2023 |
DFAT | 6,480 | $339 | 12/31/2023 |
Acorn Financial Advisory Services Inc. ADV | 6,391 | $334 | 12/31/2023 |
DFAT | 6,391 | $334 | 12/31/2023 |
Castle Wealth Management LLC | 6,284 | $329 | 12/31/2023 |
DFAT | 6,284 | $329 | 12/31/2023 |
SageView Advisory Group LLC | 6,296 | $327 | 12/31/2023 |
DFAT | 6,296 | $327 | 12/31/2023 |
Vision Capital Management Inc. | 6,203 | $325 | 12/31/2023 |
DFAT | 6,203 | $325 | 12/31/2023 |
Verus Financial Partners Inc. | 6,241 | $322 | 12/31/2023 |
DFAT | 6,241 | $322 | 12/31/2023 |
Well Done LLC | 5,888 | $320 | 03/31/2024 |
DFAT | 5,888 | $320 | 03/31/2024 |
Mitchell Capital Management Co. | 6,036 | $316 | 12/31/2023 |
DFAT | 6,036 | $316 | 12/31/2023 |
Running Point Capital Advisors LLC | 6,043 | $316 | 12/31/2023 |
DFAT | 6,043 | $316 | 12/31/2023 |
GEM Asset Management LLC | 6,041 | $316 | 12/31/2023 |
DFAT | 6,041 | $316 | 12/31/2023 |
Founders Financial Securities LLC | 5,747 | $313 | 03/31/2024 |
DFAT | 5,747 | $313 | 03/31/2024 |
Collective Family Office LLC | 5,658 | $308 | 03/31/2024 |
DFAT | 5,658 | $308 | 03/31/2024 |
Citizens Financial Group Inc RI | 5,893 | $308 | 12/31/2023 |
DFAT | 5,893 | $308 | 12/31/2023 |
Lincoln National Corp | 5,868 | $307 | 12/31/2023 |
DFAT | 5,868 | $307 | 12/31/2023 |
Sontag Advisory LLC | 5,792 | $303 | 12/31/2023 |
DFAT | 5,792 | $303 | 12/31/2023 |
Yoder Wealth Management Inc. | 5,541 | $302 | 03/31/2024 |
DFAT | 5,541 | $302 | 03/31/2024 |
Amarillo National Bank | 5,455 | $297 | 03/31/2024 |
DFAT | 5,455 | $297 | 03/31/2024 |
IPG Investment Advisors LLC | 5,648 | $296 | 12/31/2023 |
DFAT | 5,648 | $296 | 12/31/2023 |
Clearstead Advisors LLC | 5,605 | $293 | 12/31/2023 |
DFAT | 5,605 | $293 | 12/31/2023 |
Greenleaf Trust | 5,547 | $290 | 12/31/2023 |
DFAT | 5,547 | $290 | 12/31/2023 |
Whalen Wealth Management Inc. | 5,542 | $290 | 12/31/2023 |
DFAT | 5,542 | $290 | 12/31/2023 |
Renaissance Technologies LLC | 5,500 | $288 | 12/31/2023 |
DFAT | 5,500 | $288 | 12/31/2023 |
Brookstone Capital Management | 5,246 | $286 | 03/31/2024 |
DFAT | 5,246 | $286 | 03/31/2024 |
Tortoise Investment Management LLC | 5,473 | $286 | 12/31/2023 |
DFAT | 5,473 | $286 | 12/31/2023 |
Midland Wealth Advisors LLC | 5,418 | $284 | 12/31/2023 |
DFAT | 5,418 | $284 | 12/31/2023 |
Mustard Seed Financial LLC | 5,204 | $283 | 03/31/2024 |
DFAT | 5,204 | $283 | 03/31/2024 |
Arista Wealth Management LLC | 5,163 | $281 | 03/31/2024 |
DFAT | 5,163 | $281 | 03/31/2024 |
SJS Investment Consulting Inc. | 5,117 | $279 | 03/31/2024 |
DFAT | 5,117 | $279 | 03/31/2024 |
Goldstein Advisors LLC | 5,310 | $278 | 12/31/2023 |
DFAT | 5,310 | $278 | 12/31/2023 |
Towneley Capital Management Inc DE | 5,097 | $277 | 03/31/2024 |
DFAT | 5,097 | $277 | 03/31/2024 |
Procyon Private Wealth Partners LLC | 5,064 | $276 | 03/31/2024 |
DFAT | 5,064 | $276 | 03/31/2024 |
Keener Financial Planning LLC | 5,279 | $276 | 12/31/2023 |
DFAT | 5,279 | $276 | 12/31/2023 |
Oakworth Capital Inc. | 4,999 | $272 | 03/31/2024 |
DFAT | 4,999 | $272 | 03/31/2024 |
Facet Wealth Inc. | 5,420 | $272 | 12/31/2023 |
DFAT | 5,420 | $272 | 12/31/2023 |
Peavine Capital LLC | 5,188 | $271 | 12/31/2023 |
DFAT | 5,188 | $271 | 12/31/2023 |
Frazier Financial Advisors LLC | 5,126 | $268 | 12/31/2023 |
DFAT | 5,126 | $268 | 12/31/2023 |
Ellenbecker Investment Group | 4,896 | $267 | 03/31/2024 |
DFAT | 4,896 | $267 | 03/31/2024 |
IFG Advisors LLC | 4,871 | $265 | 03/31/2024 |
DFAT | 4,871 | $265 | 03/31/2024 |
Cypress Wealth Services LLC | 4,813 | $262 | 03/31/2024 |
DFAT | 4,813 | $262 | 03/31/2024 |
Ironwood Financial llc | 4,801 | $261 | 03/31/2024 |
DFAT | 4,801 | $261 | 03/31/2024 |
Davis R M Inc. | 4,990 | $261 | 12/31/2023 |
DFAT | 4,990 | $261 | 12/31/2023 |
Financial Alternatives Inc | 4,946 | $259 | 12/31/2023 |
DFAT | 4,946 | $259 | 12/31/2023 |
Clarity Capital Advisors LLC | 4,644 | $253 | 03/31/2024 |
DFAT | 4,644 | $253 | 03/31/2024 |
Nalls Sherbakoff Group LLC | 4,822 | $252 | 12/31/2023 |
DFAT | 4,822 | $252 | 12/31/2023 |
Harbor Group Inc. | 4,592 | $250 | 03/31/2024 |
DFAT | 4,592 | $250 | 03/31/2024 |
Busey Wealth Management | 4,546 | $247 | 03/31/2024 |
DFAT | 4,546 | $247 | 03/31/2024 |
Ridgewood Investments LLC | 4,513 | $246 | 03/31/2024 |
DFAT | 4,513 | $246 | 03/31/2024 |
Gryphon Financial Partners LLC | 4,686 | $245 | 12/31/2023 |
DFAT | 4,686 | $245 | 12/31/2023 |
Brown Advisory Inc. | 4,471 | $243 | 03/31/2024 |
DFAT | 4,471 | $243 | 03/31/2024 |
SilverOak Wealth Management LLC | 4,638 | $243 | 12/31/2023 |
DFAT | 4,638 | $243 | 12/31/2023 |
Chico Wealth RIA | 4,358 | $237 | 03/31/2024 |
DFAT | 4,358 | $237 | 03/31/2024 |
Key Financial Inc | 4,521 | $237 | 12/31/2023 |
DFAT | 4,521 | $237 | 12/31/2023 |
Clifford Swan Investment Counsel LLC | 4,302 | $234 | 03/31/2024 |
DFAT | 4,302 | $234 | 03/31/2024 |
LongView Wealth Management | 4,300 | $234 | 03/31/2024 |
DFAT | 4,300 | $234 | 03/31/2024 |
AdvisorNet Financial Inc | 4,228 | $230 | 03/31/2024 |
DFAT | 4,228 | $230 | 03/31/2024 |
tru Independence LLC | 4,229 | $230 | 03/31/2024 |
DFAT | 4,229 | $230 | 03/31/2024 |
D. E. Shaw & Co. Inc. | 4,378 | $229 | 12/31/2023 |
DFAT | 4,378 | $229 | 12/31/2023 |
Steele Capital Management Inc. | 4,193 | $228 | 03/31/2024 |
DFAT | 4,193 | $228 | 03/31/2024 |
IFP Advisors Inc | 4,349 | $228 | 12/31/2023 |
DFAT | 4,349 | $228 | 12/31/2023 |
Financial Gravity Asset Management Inc. | 4,294 | $225 | 12/31/2023 |
DFAT | 4,294 | $225 | 12/31/2023 |
Northern Financial Advisors Inc | 4,293 | $225 | 12/31/2023 |
DFAT | 4,293 | $225 | 12/31/2023 |
Pacifica Partners Inc. | 4,224 | $223 | 03/31/2024 |
DFAT | 4,224 | $223 | 03/31/2024 |
Institute for Wealth Management LLC. | 4,263 | $223 | 12/31/2023 |
DFAT | 4,263 | $223 | 12/31/2023 |
Tranquility Partners LLC | 4,258 | $223 | 12/31/2023 |
DFAT | 4,258 | $223 | 12/31/2023 |
Strategic Financial Concepts LLC | 4,037 | $220 | 03/31/2024 |
DFAT | 4,037 | $220 | 03/31/2024 |
Core Wealth Management Inc. | 4,025 | $219 | 03/31/2024 |
DFAT | 4,025 | $219 | 03/31/2024 |
Neuberger Berman Group LLC | 4,155 | $217 | 12/31/2023 |
DFAT | 4,155 | $217 | 12/31/2023 |
Pettinga Financial Advisors LLC | 3,956 | $215 | 03/31/2024 |
DFAT | 3,956 | $215 | 03/31/2024 |
Jacobi Capital Management LLC | 4,106 | $215 | 12/31/2023 |
DFAT | 4,106 | $215 | 12/31/2023 |
Mokosak Advisory Group LLC | 4,099 | $215 | 12/31/2023 |
DFAT | 4,099 | $215 | 12/31/2023 |
Flagstone Financial Management | 4,113 | $215 | 12/31/2023 |
DFAT | 4,113 | $215 | 12/31/2023 |
Cladis Investment Advisory LLC | 4,079 | $213 | 12/31/2023 |
DFAT | 4,079 | $213 | 12/31/2023 |
Fiduciary Alliance LLC | 3,935 | $212 | 03/31/2024 |
DFAT | 3,935 | $212 | 03/31/2024 |
FF Advisors LLC | 3,868 | $211 | 03/31/2024 |
DFAT | 3,868 | $211 | 03/31/2024 |
Helen Stephens Group LLC | 3,859 | $210 | 03/31/2024 |
DFAT | 3,859 | $210 | 03/31/2024 |
Focus Financial Network Inc. | 4,148 | $209 | 03/31/2024 |
DFAT | 4,148 | $209 | 03/31/2024 |
Nova R Wealth Inc. | 3,828 | $208 | 03/31/2024 |
DFAT | 3,828 | $208 | 03/31/2024 |
D Orazio & Associates Inc. | 3,983 | $208 | 12/31/2023 |
DFAT | 3,983 | $208 | 12/31/2023 |
USAdvisors Wealth Management LLC | 3,963 | $207 | 12/31/2023 |
DFAT | 3,963 | $207 | 12/31/2023 |
QRG Capital Management Inc. | 3,898 | $204 | 12/31/2023 |
DFAT | 3,898 | $204 | 12/31/2023 |
Argent Trust Co | 3,847 | $201 | 12/31/2023 |
DFAT | 3,847 | $201 | 12/31/2023 |
Proequities Inc. | 3,775 | $198 | 12/31/2023 |
DFAT | 3,775 | $198 | 12/31/2023 |
Franklin Resources Inc. | 3,689 | $193 | 12/31/2023 |
DFAT | 3,689 | $193 | 12/31/2023 |
BOK Financial Private Wealth Inc. | 3,635 | $190 | 12/31/2023 |
DFAT | 3,635 | $190 | 12/31/2023 |
Atlas Capital Advisors LLC | 3,296 | $179 | 03/31/2024 |
DFAT | 3,296 | $179 | 03/31/2024 |
Red Tortoise LLC | 3,175 | $173 | 03/31/2024 |
DFAT | 3,175 | $173 | 03/31/2024 |
C M Bidwell & Associates Ltd. | $169 | 12/31/2023 | |
DFAT | 3,176 | $166 | 12/31/2023 |
COM | 96 | $3 | 12/31/2023 |
Qube Research & Technologies Ltd | 3,200 | $167 | 12/31/2023 |
DFAT | 3,200 | $167 | 12/31/2023 |
HWG Holdings LP | 2,976 | $156 | 12/31/2023 |
DFAT | 2,976 | $156 | 12/31/2023 |
S.A. Mason LLC | 2,829 | $154 | 03/31/2024 |
DFAT | 2,829 | $154 | 03/31/2024 |
National Bank of Canada FI | 2,910 | $151 | 12/31/2023 |
DFAT | 2,910 | $151 | 12/31/2023 |
Bessemer Group Inc. | 2,738 | $143 | 12/31/2023 |
DFAT | 2,738 | $143 | 12/31/2023 |
Blair William & Co. IL | 2,723 | $142 | 12/31/2023 |
DFAT | 2,723 | $142 | 12/31/2023 |
AlphaCore Capital LLC | 2,456 | $129 | 12/31/2023 |
DFAT | 2,456 | $129 | 12/31/2023 |
The PNC Financial Services Group Inc. | 2,407 | $126 | 12/31/2023 |
DFAT | 2,407 | $126 | 12/31/2023 |
Advisory Services Network LLC | 2,394 | $125 | 12/31/2023 |
DFAT | 2,394 | $125 | 12/31/2023 |
Motco | 2,352 | $123 | 12/31/2023 |
DFAT | 2,352 | $123 | 12/31/2023 |
Private Ocean LLC | 2,188 | $119 | 03/31/2024 |
DFAT | 2,188 | $119 | 03/31/2024 |
Coppell Advisory Solutions LLC | 2,282 | $119 | 12/31/2023 |
DFAT | 2,282 | $119 | 12/31/2023 |
UMB Bank N A MO | 2,247 | $118 | 12/31/2023 |
DFAT | 2,247 | $118 | 12/31/2023 |
Investors Research Corp | 2,238 | $117 | 12/31/2023 |
DFAT | 2,238 | $117 | 12/31/2023 |
EdgeRock Capital LLC | 2,305 | $117 | 12/31/2023 |
DFAT | 2,305 | $117 | 12/31/2023 |
American Capital Advisory LLC | 2,195 | $115 | 12/31/2023 |
DFAT | 2,195 | $115 | 12/31/2023 |
Clear Investment Research LLC | 2,138 | $112 | 12/31/2023 |
DFAT | 2,138 | $112 | 12/31/2023 |
Harbour Investments Inc. | 2,125 | $111 | 12/31/2023 |
DFAT | 2,125 | $111 | 12/31/2023 |
Center for Financial Planning Inc. | 2,100 | $110 | 12/31/2023 |
DFAT | 2,100 | $110 | 12/31/2023 |
Concord Wealth Partners | 2,073 | $108 | 12/31/2023 |
DFAT | 2,073 | $108 | 12/31/2023 |
Glassman Wealth Services | 2,054 | $107 | 12/31/2023 |
DFAT | 2,054 | $107 | 12/31/2023 |
McClarren Financial Advisors Inc. | 1,850 | $97 | 12/31/2023 |
DFAT | 1,850 | $97 | 12/31/2023 |
Salomon & Ludwin LLC | 1,721 | $90 | 12/31/2023 |
DFAT | 1,721 | $90 | 12/31/2023 |
Mine & Arao Wealth Creation & Management LLC. | 1,656 | $87 | 12/31/2023 |
DFAT | 1,656 | $87 | 12/31/2023 |
Trifecta Capital Advisors LLC | 1,512 | $82 | 03/31/2024 |
DFAT | 1,512 | $82 | 03/31/2024 |
Bull Oak Capital LLC | 1,495 | $81 | 03/31/2024 |
DFAT | 1,495 | $81 | 03/31/2024 |
Global Retirement Partners LLC | 1,470 | $80 | 03/31/2024 |
DFAT | 1,470 | $80 | 03/31/2024 |
Ritter Daniher Financial Advisory LLC DE | 1,517 | $79 | 12/31/2023 |
DFAT | 1,517 | $79 | 12/31/2023 |
Coston McIsaac & Partners | 1,426 | $77 | 03/31/2024 |
DFAT | 1,426 | $77 | 03/31/2024 |
Intelligent Financial Strategies | 1,376 | $72 | 12/31/2023 |
DFAT | 1,376 | $72 | 12/31/2023 |
CENTRAL TRUST Co | 1,301 | $71 | 03/31/2024 |
DFAT | 1,301 | $71 | 03/31/2024 |
Providence Capital Advisors LLC | 1,329 | $70 | 12/31/2023 |
DFAT | 1,329 | $70 | 12/31/2023 |
Financial Connections Group Inc. | 1,209 | $63 | 12/31/2023 |
DFAT | 1,209 | $63 | 12/31/2023 |
Sunbelt Securities Inc. | 1,036 | $56 | 03/31/2024 |
DFAT | 1,036 | $56 | 03/31/2024 |
Colonial Trust Co SC | 1,000 | $52 | 12/31/2023 |
DFAT | 1,000 | $52 | 12/31/2023 |
CGC Financial Services LLC | 942 | $51 | 03/31/2024 |
DFAT | 942 | $51 | 03/31/2024 |
Tradition Wealth Management LLC | 947 | $50 | 12/31/2023 |
DFAT | 947 | $50 | 12/31/2023 |
Sittner & Nelson LLC | 939 | $49 | 12/31/2023 |
DFAT | 939 | $49 | 12/31/2023 |
Valley National Advisers Inc. | 828 | $45 | 03/31/2024 |
DFAT | 828 | $45 | 03/31/2024 |
Oliver Lagore Vanvalin Investment Group | 759 | $40 | 12/31/2023 |
DFAT | 759 | $40 | 12/31/2023 |
Stephenson National Bank & Trust | 711 | $39 | 03/31/2024 |
DFAT | 711 | $39 | 03/31/2024 |
Angeles Wealth Management LLC | 738 | $39 | 12/31/2023 |
DFAT | 738 | $39 | 12/31/2023 |
Truvestments Capital LLC | 718 | $38 | 12/31/2023 |
DFAT | 718 | $38 | 12/31/2023 |
Mascoma Wealth Management LLC | 675 | $35 | 12/31/2023 |
DFAT | 675 | $35 | 12/31/2023 |
Signature Resources Capital Management LLC | 508 | $27 | 03/31/2024 |
DFAT | 508 | $27 | 03/31/2024 |
McIlrath & Eck LLC | 478 | $25 | 12/31/2023 |
DFAT | 478 | $25 | 12/31/2023 |
Armstrong Advisory Group Inc. | 412 | $22 | 03/31/2024 |
DFAT | 412 | $22 | 03/31/2024 |
Annapolis Financial Services LLC | 310 | $17 | 03/31/2024 |
DFAT | 310 | $17 | 03/31/2024 |
WealthShield Partners LLC | 304 | $16 | 12/31/2023 |
DFAT | 304 | $16 | 12/31/2023 |
Bear Mountain Capital Inc. | 288 | $14 | 12/31/2023 |
DFAT | 288 | $14 | 12/31/2023 |
Parallel Advisors LLC | 219 | $11 | 12/31/2023 |
DFAT | 219 | $11 | 12/31/2023 |
Aspect Partners LLC | 214 | $11 | 12/31/2023 |
DFAT | 214 | $11 | 12/31/2023 |
IAG Wealth Partners LLC | 189 | $10 | 03/31/2024 |
DFAT | 189 | $10 | 03/31/2024 |
Wetzel Investment Advisors Inc. | 200 | $10 | 03/31/2024 |
DFAT | 200 | $10 | 03/31/2024 |
JNBA Financial Advisors | 200 | $10 | 12/31/2023 |
DFAT | 200 | $10 | 12/31/2023 |
Pineridge Advisors LLC | 191 | $10 | 12/31/2023 |
DFAT | 191 | $10 | 12/31/2023 |
Evermay Wealth Management LLC | 170 | $9 | 12/31/2023 |
DFAT | 170 | $9 | 12/31/2023 |
Castleview Partners LLC | 168 | $9 | 12/31/2023 |
DFAT | 168 | $9 | 12/31/2023 |
Caldwell Sutter Capital Inc. | 112 | $6 | 03/31/2024 |
DFAT | 112 | $6 | 03/31/2024 |
Semmax Financial Advisors Inc. | 120 | $6 | 12/31/2023 |
DFAT | 120 | $6 | 12/31/2023 |
Main Street Group LTD | 83 | $4 | 12/31/2023 |
DFAT | 83 | $4 | 12/31/2023 |
Able Wealth Management LLC | 79 | $4 | 12/31/2023 |
DFAT | 79 | $4 | 12/31/2023 |
Salem Investment Counselors Inc. | 50 | $3 | 03/31/2024 |
DFAT | 50 | $3 | 03/31/2024 |
Archer Investment Corp | 35 | $2 | 12/31/2023 |
DFAT | 35 | $2 | 12/31/2023 |
Gradient Investments LLC | 0 | $0 | 03/31/2024 |
DFAT | 0 | $0 | 03/31/2024 |
Logan Capital Management Inc. | 0 | $0 | 12/31/2023 |
DFAT | 0 | $0 | 12/31/2023 |
Nemes Rush Group LLC | 7 | $0 | 12/31/2023 |
DFAT | 7 | $0 | 12/31/2023 |
See Summary: Institutional Holders of DFAT
See Details: Top 10 Hedge Funds Holding DFAT
Also See: DFAT Holdings Changes
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