On this page, we present all of the funds holding DFUS from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding DFUS, with a link to that fund's top holdings. The next columns indicate the amount of DFUS stock held by each of the funds holding DFUS, followed by the DFUS position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 533 funds holding DFUS within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Buckingham Strategic Wealth LLC. For more details on the positions held by Buckingham Strategic Wealth LLC (or by any of the other funds holding DFUS), click the fund name in the "Holder" column of the funds-holding-DFUS table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Buckingham Strategic Wealth LLC | 6,041,196 | $313,115 | 12/31/2023 |
DFUS | 6,041,196 | $313,115 | 12/31/2023 |
Index Fund Advisors Inc. | 6,020,703 | $312,053 | 12/31/2023 |
DFUS | 6,020,703 | $312,053 | 12/31/2023 |
Plancorp LLC | 5,251,327 | $272,176 | 12/31/2023 |
DFUS | 5,251,327 | $272,176 | 12/31/2023 |
Envestnet Asset Management Inc. | 4,234,056 | $219,451 | 12/31/2023 |
DFUS | 4,234,056 | $219,451 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 3,694,165 | $191,469 | 12/31/2023 |
DFUS | 3,694,165 | $191,469 | 12/31/2023 |
ML & R Wealth Management LLC | 2,342,210 | $121,397 | 12/31/2023 |
DFUS | 2,342,210 | $121,397 | 12/31/2023 |
TCI Wealth Advisors Inc. | 2,284,352 | $118,398 | 12/31/2023 |
DFUS | 2,284,352 | $118,398 | 12/31/2023 |
Great Waters Wealth Management | 1,792,795 | $102,153 | 03/31/2024 |
DFUS | 1,792,795 | $102,153 | 03/31/2024 |
Intelligence Driven Advisers LLC | 1,762,444 | $92,511 | 12/31/2023 |
DFUS | 1,762,444 | $92,511 | 12/31/2023 |
Creative Planning | 1,731,568 | $89,747 | 12/31/2023 |
DFUS | 1,731,568 | $89,747 | 12/31/2023 |
CI Private Wealth LLC | 1,660,377 | $86,039 | 12/31/2023 |
DFUS | 1,660,377 | $86,039 | 12/31/2023 |
Sequoia Financial Advisors LLC | 1,626,810 | $84,318 | 12/31/2023 |
DFUS | 1,626,810 | $84,318 | 12/31/2023 |
G2 Capital Management LLC OH | 1,618,530 | $83,888 | 12/31/2023 |
DFUS | 1,618,530 | $83,888 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 1,429,280 | $81,440 | 03/31/2024 |
DFUS | 1,429,280 | $81,440 | 03/31/2024 |
Savant Capital LLC | 1,519,075 | $78,734 | 12/31/2023 |
DFUS | 1,519,075 | $78,734 | 12/31/2023 |
JFS Wealth Advisors LLC | 1,416,942 | $73,440 | 12/31/2023 |
DFUS | 1,416,942 | $73,440 | 12/31/2023 |
Zhang Financial LLC | 1,389,848 | $72,036 | 12/31/2023 |
DFUS | 1,389,848 | $72,036 | 12/31/2023 |
Forum Financial Management LP | 1,384,231 | $71,745 | 12/31/2023 |
DFUS | 1,384,231 | $71,745 | 12/31/2023 |
DiNuzzo Private Wealth Inc. | 1,306,233 | $67,702 | 12/31/2023 |
DFUS | 1,306,233 | $67,702 | 12/31/2023 |
Assetmark Inc. | 1,269,817 | $65,815 | 12/31/2023 |
DFUS | 1,269,817 | $65,815 | 12/31/2023 |
Foster Group Inc. | 1,147,777 | $65,400 | 03/31/2024 |
DFUS | 1,147,777 | $65,400 | 03/31/2024 |
Flagstone Financial Management | 1,252,808 | $64,933 | 12/31/2023 |
DFUS | 1,252,808 | $64,933 | 12/31/2023 |
Modera Wealth Management LLC | 1,204,419 | $62,425 | 12/31/2023 |
DFUS | 1,204,419 | $62,425 | 12/31/2023 |
LPL Financial LLC | 1,095,883 | $56,800 | 12/31/2023 |
DFUS | 1,095,883 | $56,800 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 1,072,125 | $55,568 | 12/31/2023 |
DFUS | 1,072,125 | $55,568 | 12/31/2023 |
Evanson Asset Management LLC | 957,840 | $54,578 | 03/31/2024 |
DFUS | 957,840 | $54,578 | 03/31/2024 |
Austin Asset Management Co Inc | 1,043,709 | $54,095 | 12/31/2023 |
DFUS | 1,043,709 | $54,095 | 12/31/2023 |
Commonwealth Equity Services LLC | 1,041,622 | $53,987 | 12/31/2023 |
DFUS | 1,041,622 | $53,987 | 12/31/2023 |
RSM US Wealth Management LLC | 1,030,313 | $53,401 | 12/31/2023 |
DFUS | 1,030,313 | $53,401 | 12/31/2023 |
Mariner LLC | 974,754 | $50,522 | 12/31/2023 |
DFUS | 974,754 | $50,522 | 12/31/2023 |
Mason & Associates Inc | 961,581 | $49,839 | 12/31/2023 |
DFUS | 961,581 | $49,839 | 12/31/2023 |
Colony Family Offices LLC | 940,708 | $48,757 | 12/31/2023 |
DFUS | 940,708 | $48,757 | 12/31/2023 |
Root Financial Partners LLC | 866,590 | $44,915 | 12/31/2023 |
DFUS | 866,590 | $44,915 | 12/31/2023 |
Heritage Wealth Management Inc. Texas | 821,727 | $42,591 | 12/31/2023 |
DFUS | 821,727 | $42,591 | 12/31/2023 |
Truist Financial Corp | 810,940 | $42,031 | 12/31/2023 |
DFUS | 810,940 | $42,031 | 12/31/2023 |
Monticello Wealth Management LLC | 788,951 | $40,891 | 12/31/2023 |
DFUS | 788,951 | $40,891 | 12/31/2023 |
Sax Wealth Advisors LLC | 788,488 | $40,867 | 12/31/2023 |
DFUS | 788,488 | $40,867 | 12/31/2023 |
Royal Bank of Canada | 785,172 | $40,695 | 12/31/2023 |
DFUS | 785,172 | $40,695 | 12/31/2023 |
Cetera Investment Advisers | 770,493 | $39,935 | 12/31/2023 |
DFUS | 770,493 | $39,935 | 12/31/2023 |
McLean Asset Management Corp | 684,257 | $38,681 | 03/31/2024 |
DFUS | 684,257 | $38,681 | 03/31/2024 |
Private Capital Management LLC | 642,597 | $36,615 | 03/31/2024 |
DFUS | 642,597 | $36,615 | 03/31/2024 |
Apella Capital LLC | 642,843 | $36,340 | 03/31/2024 |
DFUS | 642,843 | $36,340 | 03/31/2024 |
Wealthstream Advisors Inc. | 657,868 | $34,097 | 12/31/2023 |
DFUS | 657,868 | $34,097 | 12/31/2023 |
American Investment Services Inc. | 655,137 | $33,956 | 12/31/2023 |
DFUS | 655,137 | $33,956 | 12/31/2023 |
JPMorgan Chase & Co. | 611,945 | $31,717 | 12/31/2023 |
DFUS | 611,945 | $31,717 | 12/31/2023 |
Chicago Partners Investment Group LLC | 595,967 | $31,419 | 12/31/2023 |
DFUS | 595,967 | $31,419 | 12/31/2023 |
Willow Creek Wealth Management Inc. | 589,988 | $30,579 | 12/31/2023 |
DFUS | 589,988 | $30,579 | 12/31/2023 |
AE Wealth Management LLC | 555,597 | $29,436 | 12/31/2023 |
DFUS | 555,597 | $29,436 | 12/31/2023 |
Bank of America Corp DE | 533,813 | $27,668 | 12/31/2023 |
DFUS | 533,813 | $27,668 | 12/31/2023 |
Dixon Fnancial Services Inc. | 479,334 | $27,312 | 03/31/2024 |
DFUS | 479,334 | $27,312 | 03/31/2024 |
Kestra Advisory Services LLC | 526,702 | $27,299 | 12/31/2023 |
DFUS | 526,702 | $27,299 | 12/31/2023 |
ARK & TLK Investments LLC | 525,843 | $27,254 | 12/31/2023 |
DFUS | 525,843 | $27,254 | 12/31/2023 |
Buckingham Strategic Partners | 515,812 | $26,735 | 12/31/2023 |
DFUS | 515,812 | $26,735 | 12/31/2023 |
Heritage Investment Group Inc. | 514,193 | $26,651 | 12/31/2023 |
DFUS | 514,193 | $26,651 | 12/31/2023 |
Hurlow Wealth Management Group Inc. | 463,382 | $26,404 | 03/31/2024 |
DFUS | 463,382 | $26,404 | 03/31/2024 |
Retirement Solution Inc. | 505,420 | $26,196 | 12/31/2023 |
DFUS | 505,420 | $26,196 | 12/31/2023 |
KM Capital Management Ltd. | 504,044 | $26,125 | 12/31/2023 |
DFUS | 504,044 | $26,125 | 12/31/2023 |
Asset Dedication LLC | 451,762 | $25,743 | 03/31/2024 |
DFUS | 451,762 | $25,743 | 03/31/2024 |
Disciplined Equity Management Inc. | 483,688 | $25,070 | 12/31/2023 |
DFUS | 483,688 | $25,070 | 12/31/2023 |
Dynamic Advisor Solutions LLC | 433,416 | $24,696 | 03/31/2024 |
DFUS | 433,416 | $24,696 | 03/31/2024 |
RS Crum Inc. | 453,945 | $23,528 | 12/31/2023 |
DFUS | 453,945 | $23,528 | 12/31/2023 |
Equitable Holdings Inc. | 426,385 | $22,100 | 12/31/2023 |
DFUS | 426,385 | $22,100 | 12/31/2023 |
HighTower Advisors LLC | 411,755 | $21,336 | 12/31/2023 |
DFUS | 411,755 | $21,336 | 12/31/2023 |
Jackson Thornton Asset Management LLC | 365,366 | $18,937 | 12/31/2023 |
DFUS | 365,366 | $18,937 | 12/31/2023 |
MML Investors Services LLC | 361,970 | $18,761 | 12/31/2023 |
DFUS | 361,970 | $18,761 | 12/31/2023 |
Security Financial Services INC. | 312,462 | $17,804 | 03/31/2024 |
DFUS | 312,462 | $17,804 | 03/31/2024 |
Symmetry Partners LLC | 311,583 | $17,754 | 03/31/2024 |
DFUS | 311,583 | $17,754 | 03/31/2024 |
Beacon Pointe Advisors LLC | 339,195 | $17,580 | 12/31/2023 |
DFUS | 339,195 | $17,580 | 12/31/2023 |
Cardiff Park Advisors LLC | 338,218 | $17,530 | 12/31/2023 |
DFUS | 338,218 | $17,530 | 12/31/2023 |
TCP Asset Management LLC | 327,487 | $16,974 | 12/31/2023 |
DFUS | 327,487 | $16,974 | 12/31/2023 |
Warwick Investment Management Inc. | 320,697 | $16,622 | 12/31/2023 |
DFUS | 320,697 | $16,622 | 12/31/2023 |
Private Advisor Group LLC | 314,365 | $16,294 | 12/31/2023 |
DFUS | 314,365 | $16,294 | 12/31/2023 |
Sowell Financial Services LLC | 313,414 | $16,244 | 12/31/2023 |
DFUS | 313,414 | $16,244 | 12/31/2023 |
Strategic Investment Solutions Inc. IL | 297,232 | $15,406 | 12/31/2023 |
DFUS | 297,232 | $15,406 | 12/31/2023 |
Advisor Group Holdings Inc. | 287,267 | $14,889 | 12/31/2023 |
DFUS | 287,267 | $14,889 | 12/31/2023 |
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 287,120 | $14,881 | 12/31/2023 |
DFUS | 287,120 | $14,881 | 12/31/2023 |
Larson Financial Group LLC | 286,363 | $14,842 | 12/31/2023 |
DFUS | 286,363 | $14,842 | 12/31/2023 |
Vista Wealth Management Group LLC | 281,414 | $14,586 | 12/31/2023 |
DFUS | 281,414 | $14,586 | 12/31/2023 |
Crown Wealth Group LLC | 279,159 | $14,469 | 12/31/2023 |
DFUS | 279,159 | $14,469 | 12/31/2023 |
Pine Harbor Wealth Management LLC | 272,560 | $14,127 | 12/31/2023 |
DFUS | 272,560 | $14,127 | 12/31/2023 |
Ruedi Wealth Management Inc. | 267,299 | $13,854 | 12/31/2023 |
DFUS | 267,299 | $13,854 | 12/31/2023 |
Keb Asset Management LLC | 257,042 | $13,322 | 12/31/2023 |
DFUS | 257,042 | $13,322 | 12/31/2023 |
CarsonAllaria Wealth Management Ltd. | 256,967 | $13,319 | 12/31/2023 |
DFUS | 256,967 | $13,319 | 12/31/2023 |
Meritas Wealth Management LLC | 232,645 | $13,256 | 03/31/2024 |
DFUS | 232,645 | $13,256 | 03/31/2024 |
Spire Wealth Management | 247,891 | $12,989 | 12/31/2023 |
DFUS | 247,891 | $12,989 | 12/31/2023 |
Stratos Wealth Partners LTD. | 218,590 | $12,455 | 03/31/2024 |
DFUS | 218,590 | $12,455 | 03/31/2024 |
SC&H Financial Advisors Inc. | 236,757 | $12,271 | 12/31/2023 |
DFUS | 236,757 | $12,271 | 12/31/2023 |
PBMares Wealth Management LLC | 236,703 | $12,268 | 12/31/2023 |
DFUS | 236,703 | $12,268 | 12/31/2023 |
Avestar Capital LLC | 236,013 | $12,233 | 12/31/2023 |
DFUS | 236,013 | $12,233 | 12/31/2023 |
Claris Advisors LLC MO | 230,432 | $11,943 | 12/31/2023 |
DFUS | 230,432 | $11,943 | 12/31/2023 |
Investmark Advisory Group LLC | 220,560 | $11,432 | 12/31/2023 |
DFUS | 220,560 | $11,432 | 12/31/2023 |
AWM Capital LLC | 206,071 | $10,681 | 12/31/2023 |
DFUS | 206,071 | $10,681 | 12/31/2023 |
Captrust Financial Advisors | 205,810 | $10,667 | 12/31/2023 |
DFUS | 205,810 | $10,667 | 12/31/2023 |
OLIO Financial Planning | 201,694 | $10,488 | 03/31/2024 |
DFUS | 201,694 | $10,488 | 03/31/2024 |
GEM Asset Management LLC | 195,363 | $10,126 | 12/31/2023 |
DFUS | 195,363 | $10,126 | 12/31/2023 |
Private Wealth Management Group LLC | 190,307 | $9,864 | 12/31/2023 |
DFUS | 190,307 | $9,864 | 12/31/2023 |
Alpha Financial Advisors LLC | 185,837 | $9,632 | 12/31/2023 |
DFUS | 185,837 | $9,632 | 12/31/2023 |
Walden Wealth Partners LLC | 165,758 | $9,258 | 03/31/2024 |
DFUS | 165,758 | $9,258 | 03/31/2024 |
Tillman Hartley LLC | 177,309 | $9,190 | 12/31/2023 |
DFUS | 177,309 | $9,190 | 12/31/2023 |
Treynor Bancshares Inc. | 174,440 | $9,041 | 12/31/2023 |
DFUS | 174,440 | $9,041 | 12/31/2023 |
Quadcap Wealth Management LLC | 172,516 | $8,942 | 12/31/2023 |
DFUS | 172,516 | $8,942 | 12/31/2023 |
Envision Financial Planning LLC | 169,476 | $8,784 | 12/31/2023 |
DFUS | 169,476 | $8,784 | 12/31/2023 |
Cedar Point Capital Partners LLC | 165,375 | $8,571 | 12/31/2023 |
DFUS | 165,375 | $8,571 | 12/31/2023 |
Mutual Advisors LLC | 164,451 | $8,523 | 12/31/2023 |
DFUS | 164,451 | $8,523 | 12/31/2023 |
Cresset Asset Management LLC | 162,918 | $8,444 | 12/31/2023 |
DFUS | 162,918 | $8,444 | 12/31/2023 |
Consolidated Planning Corp | 157,150 | $8,145 | 12/31/2023 |
DFUS | 157,150 | $8,145 | 12/31/2023 |
Capital Performance Advisors LLP | 157,032 | $8,139 | 12/31/2023 |
DFUS | 157,032 | $8,139 | 12/31/2023 |
Hill Investment Group Partners LLC | 156,688 | $8,121 | 12/31/2023 |
DFUS | 156,688 | $8,121 | 12/31/2023 |
Physician Wealth Solutions Inc. | 155,149 | $8,041 | 12/31/2023 |
DFUS | 155,149 | $8,041 | 12/31/2023 |
Rehmann Capital Advisory Group | 154,699 | $8,018 | 12/31/2023 |
DFUS | 154,699 | $8,018 | 12/31/2023 |
RF&L Wealth Management LLC | 147,783 | $7,660 | 12/31/2023 |
DFUS | 147,783 | $7,660 | 12/31/2023 |
UBS Group AG | 147,057 | $7,622 | 12/31/2023 |
DFUS | 147,057 | $7,622 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 142,690 | $7,396 | 12/31/2023 |
DFUS | 142,690 | $7,396 | 12/31/2023 |
Concord Wealth Partners | 141,374 | $7,327 | 12/31/2023 |
DFUS | 141,374 | $7,327 | 12/31/2023 |
Morgan Stanley | 133,564 | $6,923 | 12/31/2023 |
DFUS | 133,564 | $6,923 | 12/31/2023 |
PFG Advisors | 126,986 | $6,582 | 12/31/2023 |
DFUS | 126,986 | $6,582 | 12/31/2023 |
ProVise Management Group LLC | 124,689 | $6,463 | 12/31/2023 |
DFUS | 124,689 | $6,463 | 12/31/2023 |
Legacy Financial Group Inc. | 124,309 | $6,443 | 12/31/2023 |
DFUS | 124,309 | $6,443 | 12/31/2023 |
Stifel Financial Corp | 122,668 | $6,358 | 12/31/2023 |
DFUS | 122,668 | $6,358 | 12/31/2023 |
HB Wealth Management LLC | 121,080 | $6,276 | 12/31/2023 |
DFUS | 121,080 | $6,276 | 12/31/2023 |
Mission Wealth Management LP | 117,403 | $6,085 | 12/31/2023 |
DFUS | 117,403 | $6,085 | 12/31/2023 |
Hemington Wealth Management | 117,328 | $6,081 | 12/31/2023 |
DFUS | 117,328 | $6,081 | 12/31/2023 |
Eqis Capital Management Inc. | 117,238 | $6,076 | 12/31/2023 |
DFUS | 117,238 | $6,076 | 12/31/2023 |
Fund Evaluation Group LLC | 116,686 | $6,048 | 12/31/2023 |
DFUS | 116,686 | $6,048 | 12/31/2023 |
Kraft Asset Management LLC | 114,065 | $5,912 | 12/31/2023 |
DFUS | 114,065 | $5,912 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 112,592 | $5,836 | 12/31/2023 |
DFUS | 112,592 | $5,836 | 12/31/2023 |
Cetera Advisor Networks LLC | 111,854 | $5,797 | 12/31/2023 |
DFUS | 111,854 | $5,797 | 12/31/2023 |
Sutton Place Investors LLC | 111,840 | $5,797 | 12/31/2023 |
DFUS | 111,840 | $5,797 | 12/31/2023 |
Altiora Financial Group LLC | 111,697 | $5,789 | 12/31/2023 |
DFUS | 111,697 | $5,789 | 12/31/2023 |
SNS Financial Group LLC | 111,028 | $5,755 | 12/31/2023 |
DFUS | 111,028 | $5,755 | 12/31/2023 |
Certified Advisory Corp | 110,434 | $5,724 | 12/31/2023 |
DFUS | 110,434 | $5,724 | 12/31/2023 |
CFS Investment Advisory Services LLC | 110,061 | $5,704 | 12/31/2023 |
DFUS | 110,061 | $5,704 | 12/31/2023 |
Jane Street Group LLC | 110,034 | $5,703 | 12/31/2023 |
DFUS | 110,034 | $5,703 | 12/31/2023 |
Quantum Financial Advisors LLC | 109,534 | $5,677 | 12/31/2023 |
DFUS | 109,534 | $5,677 | 12/31/2023 |
Bayshore Asset Management LLC | 109,381 | $5,669 | 12/31/2023 |
DFUS | 109,381 | $5,669 | 12/31/2023 |
Cerity Partners LLC | 104,912 | $5,438 | 12/31/2023 |
DFUS | 104,912 | $5,438 | 12/31/2023 |
Stonebrook Private Inc. | 103,065 | $5,342 | 12/31/2023 |
DFUS | 103,065 | $5,342 | 12/31/2023 |
Pathstone Holdings LLC | 93,278 | $4,835 | 12/31/2023 |
DFUS | 93,278 | $4,835 | 12/31/2023 |
EnRich Financial Partners LLC | 93,274 | $4,834 | 12/31/2023 |
DFUS | 93,274 | $4,834 | 12/31/2023 |
Dopkins Wealth Management LLC | 93,173 | $4,829 | 12/31/2023 |
DFUS | 93,173 | $4,829 | 12/31/2023 |
Wilbanks Smith & Thomas Asset Management LLC | 92,946 | $4,817 | 12/31/2023 |
DFUS | 92,946 | $4,817 | 12/31/2023 |
Independent Advisor Alliance | 91,423 | $4,738 | 12/31/2023 |
DFUS | 91,423 | $4,738 | 12/31/2023 |
United Capital Financial Advisers LLC | 91,074 | $4,720 | 12/31/2023 |
DFUS | 91,074 | $4,720 | 12/31/2023 |
EverSource Wealth Advisors LLC | 90,940 | $4,713 | 12/31/2023 |
DFUS | 90,940 | $4,713 | 12/31/2023 |
Gemmer Asset Management LLC | 89,152 | $4,621 | 12/31/2023 |
DFUS | 89,152 | $4,621 | 12/31/2023 |
Apollon Wealth Management LLC | 85,582 | $4,436 | 12/31/2023 |
DFUS | 85,582 | $4,436 | 12/31/2023 |
Robertson Stephens Wealth Management LLC | 82,922 | $4,298 | 12/31/2023 |
DFUS | 82,922 | $4,298 | 12/31/2023 |
American Capital Advisory LLC | 78,522 | $4,070 | 12/31/2023 |
DFUS | 78,522 | $4,070 | 12/31/2023 |
LVZ Advisors Inc. | 69,796 | $3,977 | 03/31/2024 |
DFUS | 69,796 | $3,977 | 03/31/2024 |
Sand Hill Global Advisors LLC | 75,604 | $3,919 | 12/31/2023 |
DFUS | 75,604 | $3,919 | 12/31/2023 |
IFG Advisory LLC | 75,417 | $3,909 | 12/31/2023 |
DFUS | 75,417 | $3,909 | 12/31/2023 |
Advisory Services Network LLC | 70,864 | $3,673 | 12/31/2023 |
DFUS | 70,864 | $3,673 | 12/31/2023 |
Bridgewater Advisors Inc. | 65,564 | $3,398 | 12/31/2023 |
DFUS | 65,564 | $3,398 | 12/31/2023 |
Rain Capital Management LLC | 64,767 | $3,357 | 12/31/2023 |
DFUS | 64,767 | $3,357 | 12/31/2023 |
Colony Group LLC | 64,030 | $3,319 | 12/31/2023 |
DFUS | 64,030 | $3,319 | 12/31/2023 |
Hardy Reed LLC | 64,006 | $3,317 | 12/31/2023 |
DFUS | 64,006 | $3,317 | 12/31/2023 |
Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 62,357 | $3,232 | 12/31/2023 |
DFUS | 62,357 | $3,232 | 12/31/2023 |
Kavar Capital Partners Group LLC | 61,998 | $3,213 | 12/31/2023 |
DFUS | 61,998 | $3,213 | 12/31/2023 |
Clarity Capital Advisors LLC | 55,713 | $3,175 | 03/31/2024 |
DFUS | 55,713 | $3,175 | 03/31/2024 |
Ballentine Partners LLC | 54,670 | $3,115 | 03/31/2024 |
DFUS | 54,670 | $3,115 | 03/31/2024 |
HTG Investment Advisors Inc. | 60,058 | $3,113 | 12/31/2023 |
DFUS | 60,058 | $3,113 | 12/31/2023 |
Brown Advisory Inc. | 59,078 | $3,062 | 12/31/2023 |
DFUS | 59,078 | $3,062 | 12/31/2023 |
Websterrogers Financial Advisors LLC | 58,991 | $3,058 | 12/31/2023 |
DFUS | 58,991 | $3,058 | 12/31/2023 |
Raymond James & Associates | 57,261 | $2,968 | 12/31/2023 |
DFUS | 57,261 | $2,968 | 12/31/2023 |
Pinnacle Wealth Planning Services Inc. | 56,901 | $2,949 | 12/31/2023 |
DFUS | 56,901 | $2,949 | 12/31/2023 |
Warren Averett Asset Management LLC | 56,867 | $2,947 | 12/31/2023 |
DFUS | 56,867 | $2,947 | 12/31/2023 |
CWA Asset Management Group LLC | 56,677 | $2,938 | 12/31/2023 |
DFUS | 56,677 | $2,938 | 12/31/2023 |
Tortoise Investment Management LLC | 56,516 | $2,929 | 12/31/2023 |
DFUS | 56,516 | $2,929 | 12/31/2023 |
CWM LLC | 50,718 | $2,890 | 03/31/2024 |
DFUS | 50,718 | $2,890 | 03/31/2024 |
LGL Partners LLC | 55,743 | $2,889 | 12/31/2023 |
DFUS | 55,743 | $2,889 | 12/31/2023 |
Financial Council Asset Management Inc | 55,422 | $2,873 | 12/31/2023 |
DFUS | 55,422 | $2,873 | 12/31/2023 |
Investment Advisory Group LLC | 54,676 | $2,834 | 12/31/2023 |
DFUS | 54,676 | $2,834 | 12/31/2023 |
Moisand Fitzgerald Tamayo LLC | 49,407 | $2,815 | 03/31/2024 |
DFUS | 49,407 | $2,815 | 03/31/2024 |
Allworth Financial LP | 54,239 | $2,811 | 12/31/2023 |
DFUS | 54,239 | $2,811 | 12/31/2023 |
Resources Investment Advisors LLC. | 53,682 | $2,782 | 12/31/2023 |
DFUS | 53,682 | $2,782 | 12/31/2023 |
Financial Engines Advisors L.L.C. | 52,994 | $2,747 | 12/31/2023 |
DFUS | 52,994 | $2,747 | 12/31/2023 |
Red Door Wealth Management LLC | 47,654 | $2,715 | 03/31/2024 |
DFUS | 47,654 | $2,715 | 03/31/2024 |
CVA Family Office LLC | 47,260 | $2,693 | 03/31/2024 |
DFUS | 47,260 | $2,693 | 03/31/2024 |
Exencial Wealth Advisors LLC | 51,213 | $2,654 | 12/31/2023 |
DFUS | 51,213 | $2,654 | 12/31/2023 |
Integrated Wealth Concepts LLC | 51,084 | $2,648 | 12/31/2023 |
DFUS | 51,084 | $2,648 | 12/31/2023 |
Caerus Investment Advisors LLC | 46,098 | $2,627 | 03/31/2024 |
DFUS | 46,098 | $2,627 | 03/31/2024 |
Montag A & Associates Inc. | 50,535 | $2,619 | 12/31/2023 |
DFUS | 50,535 | $2,619 | 12/31/2023 |
Waypoint Capital Advisors LLC | 50,217 | $2,603 | 12/31/2023 |
DFUS | 50,217 | $2,603 | 12/31/2023 |
Syverson Strege & Co | 50,085 | $2,596 | 12/31/2023 |
DFUS | 50,085 | $2,596 | 12/31/2023 |
Lauterbach Financial Advisors LLC | 49,873 | $2,585 | 12/31/2023 |
DFUS | 49,873 | $2,585 | 12/31/2023 |
True Wealth Design LLC | 49,601 | $2,571 | 12/31/2023 |
DFUS | 49,601 | $2,571 | 12/31/2023 |
Bank of Montreal Can | 49,265 | $2,565 | 12/31/2023 |
DFUS | 49,265 | $2,565 | 12/31/2023 |
Betterment LLC | 48,930 | $2,536 | 12/31/2023 |
DFUS | 48,930 | $2,536 | 12/31/2023 |
Mendota Financial Group LLC | 48,788 | $2,529 | 12/31/2023 |
DFUS | 48,788 | $2,529 | 12/31/2023 |
Sterling Wealth Management Inc. | 48,033 | $2,490 | 12/31/2023 |
DFUS | 48,033 | $2,490 | 12/31/2023 |
Baird Financial Group Inc. | 47,844 | $2,480 | 12/31/2023 |
DFUS | 47,844 | $2,480 | 12/31/2023 |
Andrews Lucia Wealth Management LLC | 47,731 | $2,474 | 12/31/2023 |
DFUS | 47,731 | $2,474 | 12/31/2023 |
Main Street Financial Solutions LLC | 46,429 | $2,406 | 12/31/2023 |
DFUS | 46,429 | $2,406 | 12/31/2023 |
Beaird Harris Wealth Management LLC | 46,325 | $2,401 | 12/31/2023 |
DFUS | 46,325 | $2,401 | 12/31/2023 |
Elevate Wealth Advisory Inc. | 43,720 | $2,266 | 12/31/2023 |
DFUS | 43,720 | $2,266 | 12/31/2023 |
Lam Group Inc. | 39,042 | $2,225 | 03/31/2024 |
DFUS | 39,042 | $2,225 | 03/31/2024 |
Cassady Schiller Wealth Management LLC | 42,161 | $2,185 | 12/31/2023 |
DFUS | 42,161 | $2,185 | 12/31/2023 |
DBK Financial Counsel LLC | 38,135 | $2,173 | 03/31/2024 |
DFUS | 38,135 | $2,173 | 03/31/2024 |
Orion Portfolio Solutions LLC | 41,820 | $2,158 | 12/31/2023 |
DFUS | 41,820 | $2,158 | 12/31/2023 |
Maryland Capital Advisors Inc. | 37,731 | $2,150 | 03/31/2024 |
DFUS | 37,731 | $2,150 | 03/31/2024 |
M Holdings Securities Inc. | 40,147 | $2,081 | 12/31/2023 |
DFUS | 40,147 | $2,081 | 12/31/2023 |
Werba Rubin Papier Wealth Management | 40,057 | $2,076 | 12/31/2023 |
DFUS | 40,057 | $2,076 | 12/31/2023 |
Retirement Planning Group | 36,352 | $2,071 | 03/31/2024 |
DFUS | 36,352 | $2,071 | 03/31/2024 |
Safeguard Investment Advisory Group LLC | 39,484 | $2,046 | 12/31/2023 |
DFUS | 39,484 | $2,046 | 12/31/2023 |
NBT Bank N A NY | 38,830 | $2,013 | 12/31/2023 |
DFUS | 38,830 | $2,013 | 12/31/2023 |
Northern Trust Corp | 38,462 | $1,993 | 12/31/2023 |
DFUS | 38,462 | $1,993 | 12/31/2023 |
EP Wealth Advisors LLC | 38,379 | $1,989 | 12/31/2023 |
DFUS | 38,379 | $1,989 | 12/31/2023 |
Pinnacle Financial Partners Inc. | 36,599 | $1,897 | 12/31/2023 |
DFUS | 36,599 | $1,897 | 12/31/2023 |
Sandy Spring Bank | 35,987 | $1,865 | 12/31/2023 |
DFUS | 35,987 | $1,865 | 12/31/2023 |
ETF Portfolio Partners Inc. | 34,999 | $1,814 | 12/31/2023 |
DFUS | 34,999 | $1,814 | 12/31/2023 |
Amarillo National Bank | 34,028 | $1,764 | 12/31/2023 |
DFUS | 34,028 | $1,764 | 12/31/2023 |
Moneta Group Investment Advisors LLC | 33,860 | $1,755 | 12/31/2023 |
DFUS | 33,860 | $1,755 | 12/31/2023 |
Market Street Wealth Management Advisors LLC | 30,700 | $1,749 | 03/31/2024 |
DFUS | 30,700 | $1,749 | 03/31/2024 |
Aprio Wealth Management LLC | 30,668 | $1,747 | 03/31/2024 |
DFUS | 30,668 | $1,747 | 03/31/2024 |
Drive Wealth Management LLC | 33,269 | $1,724 | 12/31/2023 |
DFUS | 33,269 | $1,724 | 12/31/2023 |
Yoder Wealth Management Inc. | 33,227 | $1,722 | 12/31/2023 |
DFUS | 33,227 | $1,722 | 12/31/2023 |
Acorn Wealth Advisors LLC | 33,175 | $1,719 | 12/31/2023 |
DFUS | 33,175 | $1,719 | 12/31/2023 |
Kestra Private Wealth Services LLC | 33,103 | $1,716 | 12/31/2023 |
DFUS | 33,103 | $1,716 | 12/31/2023 |
Strategic Financial Concepts LLC | 32,370 | $1,678 | 12/31/2023 |
DFUS | 32,370 | $1,678 | 12/31/2023 |
Lodestone Wealth Management LLC | 32,230 | $1,670 | 12/31/2023 |
DFUS | 32,230 | $1,670 | 12/31/2023 |
Aptus Capital Advisors LLC | 31,125 | $1,613 | 12/31/2023 |
DFUS | 31,125 | $1,613 | 12/31/2023 |
Five Oceans Advisors | 28,153 | $1,604 | 03/31/2024 |
DFUS | 28,153 | $1,604 | 03/31/2024 |
Shearwater Capital LLC | 27,724 | $1,580 | 03/31/2024 |
DFUS | 27,724 | $1,580 | 03/31/2024 |
Winthrop Advisory Group LLC | 27,400 | $1,561 | 03/31/2024 |
DFUS | 27,400 | $1,561 | 03/31/2024 |
Grunden Financial Advisory Inc. | 29,893 | $1,549 | 12/31/2023 |
DFUS | 29,893 | $1,549 | 12/31/2023 |
US Bancorp DE | 29,828 | $1,546 | 12/31/2023 |
DFUS | 29,828 | $1,546 | 12/31/2023 |
Verdence Capital Advisors LLC | 29,769 | $1,543 | 12/31/2023 |
DFUS | 29,769 | $1,543 | 12/31/2023 |
Renaissance Technologies LLC | 29,700 | $1,539 | 12/31/2023 |
DFUS | 29,700 | $1,539 | 12/31/2023 |
Avantax Advisory Services Inc. | 29,627 | $1,536 | 12/31/2023 |
DFUS | 29,627 | $1,536 | 12/31/2023 |
Resource Consulting Group Inc. | 29,292 | $1,518 | 12/31/2023 |
DFUS | 29,292 | $1,518 | 12/31/2023 |
Falcon Wealth Planning | 26,205 | $1,493 | 03/31/2024 |
DFUS | 26,205 | $1,493 | 03/31/2024 |
Beacon Financial Advisory LLC | 28,590 | $1,482 | 12/31/2023 |
DFUS | 28,590 | $1,482 | 12/31/2023 |
Aurum Wealth Management Group LLC | 25,771 | $1,468 | 03/31/2024 |
DFUS | 25,771 | $1,468 | 03/31/2024 |
FMR LLC | 28,305 | $1,467 | 12/31/2023 |
DFUS | 28,305 | $1,467 | 12/31/2023 |
Glass Jacobson Investment Advisors llc | 28,301 | $1,467 | 12/31/2023 |
DFUS | 28,301 | $1,467 | 12/31/2023 |
TIAA Trust National Association | 28,138 | $1,458 | 12/31/2023 |
DFUS | 28,138 | $1,458 | 12/31/2023 |
Prime Capital Investment Advisors LLC | 27,902 | $1,446 | 12/31/2023 |
DFUS | 27,902 | $1,446 | 12/31/2023 |
Abacus Wealth Partners LLC | 25,242 | $1,438 | 03/31/2024 |
DFUS | 25,242 | $1,438 | 03/31/2024 |
RFG Advisory LLC | 24,814 | $1,414 | 03/31/2024 |
DFUS | 24,814 | $1,414 | 03/31/2024 |
Advisory Services & Investments LLC | 24,799 | $1,413 | 03/31/2024 |
DFUS | 24,799 | $1,413 | 03/31/2024 |
Biltmore Family Office LLC | 27,266 | $1,413 | 12/31/2023 |
DFUS | 27,266 | $1,413 | 12/31/2023 |
Silver Oak Advisory Group Inc. | 27,223 | $1,411 | 12/31/2023 |
DFUS | 27,223 | $1,411 | 12/31/2023 |
Allegiance Financial Group Advisory Services LLC | 27,192 | $1,409 | 12/31/2023 |
DFUS | 27,192 | $1,409 | 12/31/2023 |
Kathleen S. Wright Associates Inc. | 24,552 | $1,399 | 03/31/2024 |
DFUS | 24,552 | $1,399 | 03/31/2024 |
Truepoint Inc. | 26,604 | $1,379 | 12/31/2023 |
DFUS | 26,604 | $1,379 | 12/31/2023 |
Nicholas Hoffman & Company LLC. | 26,499 | $1,373 | 12/31/2023 |
DFUS | 26,499 | $1,373 | 12/31/2023 |
Merriman Wealth Management LLC | 26,195 | $1,358 | 12/31/2023 |
DFUS | 26,195 | $1,358 | 12/31/2023 |
Integrated Advisors Network LLC | 25,913 | $1,343 | 12/31/2023 |
DFUS | 25,913 | $1,343 | 12/31/2023 |
U.S. Capital Wealth Advisors LLC | 25,773 | $1,336 | 12/31/2023 |
DFUS | 25,773 | $1,336 | 12/31/2023 |
Bank of New York Mellon Corp | 25,640 | $1,329 | 12/31/2023 |
DFUS | 25,640 | $1,329 | 12/31/2023 |
Farther Finance Advisors LLC | 25,126 | $1,302 | 12/31/2023 |
DFUS | 25,126 | $1,302 | 12/31/2023 |
WNY Asset Management LLC | 24,905 | $1,291 | 12/31/2023 |
DFUS | 24,905 | $1,291 | 12/31/2023 |
Arista Wealth Management LLC | 24,510 | $1,270 | 12/31/2023 |
DFUS | 24,510 | $1,270 | 12/31/2023 |
Onyx Financial Advisors LLC | 22,006 | $1,254 | 03/31/2024 |
DFUS | 22,006 | $1,254 | 03/31/2024 |
Parkside Financial Bank & Trust | 23,777 | $1,232 | 12/31/2023 |
DFUS | 23,777 | $1,232 | 12/31/2023 |
Great Valley Advisor Group Inc. | 23,212 | $1,203 | 12/31/2023 |
DFUS | 23,212 | $1,203 | 12/31/2023 |
Red Tortoise LLC | 23,033 | $1,194 | 12/31/2023 |
DFUS | 23,033 | $1,194 | 12/31/2023 |
Applied Capital LLC | 24,243 | $1,191 | 12/31/2023 |
DFUS | 24,243 | $1,191 | 12/31/2023 |
MBM Wealth Consultants LLC | 20,831 | $1,187 | 03/31/2024 |
DFUS | 20,831 | $1,187 | 03/31/2024 |
Baystate Wealth Management LLC | 21,878 | $1,134 | 12/31/2023 |
DFUS | 21,878 | $1,134 | 12/31/2023 |
SJS Investment Consulting Inc. | 19,800 | $1,128 | 03/31/2024 |
DFUS | 19,800 | $1,128 | 03/31/2024 |
Dodds Wealth LLC | 21,668 | $1,123 | 12/31/2023 |
DFUS | 21,668 | $1,123 | 12/31/2023 |
Smith Chas P & Associates PA Cpas | 21,610 | $1,120 | 12/31/2023 |
DFUS | 21,610 | $1,120 | 12/31/2023 |
GUNN & Co INVESTMENT MANAGEMENT INC. | 21,610 | $1,120 | 12/31/2023 |
DFUS | 21,610 | $1,120 | 12/31/2023 |
Eldridge Investment Advisors Inc. | 21,515 | $1,115 | 12/31/2023 |
DFUS | 21,515 | $1,115 | 12/31/2023 |
Atlantic Union Bankshares Corp | 19,356 | $1,103 | 03/31/2024 |
DFUS | 19,356 | $1,103 | 03/31/2024 |
Smartleaf Asset Management LLC | 21,093 | $1,098 | 12/31/2023 |
DFUS | 21,093 | $1,098 | 12/31/2023 |
Keybank National Association OH | 21,117 | $1,094 | 12/31/2023 |
DFUS | 21,117 | $1,094 | 12/31/2023 |
Financial Advisory Service Inc. | 21,019 | $1,089 | 12/31/2023 |
DFUS | 21,019 | $1,089 | 12/31/2023 |
Measured Wealth Private Client Group LLC | 18,501 | $1,054 | 03/31/2024 |
DFUS | 18,501 | $1,054 | 03/31/2024 |
Empower Advisory Group LLC | 19,168 | $993 | 12/31/2023 |
DFUS | 19,168 | $993 | 12/31/2023 |
Susquehanna International Group LLP | 18,921 | $981 | 12/31/2023 |
DFUS | 18,921 | $981 | 12/31/2023 |
WorthPointe LLC | 18,544 | $961 | 12/31/2023 |
DFUS | 18,544 | $961 | 12/31/2023 |
Berger Financial Group Inc | 16,852 | $960 | 03/31/2024 |
DFUS | 16,852 | $960 | 03/31/2024 |
NorthCrest Asset Manangement LLC | 16,683 | $951 | 03/31/2024 |
DFUS | 16,683 | $951 | 03/31/2024 |
Cliftonlarsonallen Wealth Advisors LLC | 18,273 | $947 | 12/31/2023 |
DFUS | 18,273 | $947 | 12/31/2023 |
J.W. Cole Advisors Inc. | 18,271 | $947 | 12/31/2023 |
DFUS | 18,271 | $947 | 12/31/2023 |
IHT Wealth Management LLC | 18,278 | $947 | 12/31/2023 |
DFUS | 18,278 | $947 | 12/31/2023 |
Life Planning Partners Inc | 18,190 | $943 | 12/31/2023 |
DFUS | 18,190 | $943 | 12/31/2023 |
Family Investment Center Inc. | 17,808 | $923 | 12/31/2023 |
DFUS | 17,808 | $923 | 12/31/2023 |
Helen Stephens Group LLC | 16,084 | $916 | 03/31/2024 |
DFUS | 16,084 | $916 | 03/31/2024 |
CRA Financial Services LLC | 15,868 | $904 | 03/31/2024 |
DFUS | 15,868 | $904 | 03/31/2024 |
Texas Yale Capital Corp. | 17,099 | $886 | 12/31/2023 |
DFUS | 17,099 | $886 | 12/31/2023 |
Parallel Advisors LLC | 17,076 | $885 | 12/31/2023 |
DFUS | 17,076 | $885 | 12/31/2023 |
Wetherby Asset Management Inc. | 16,660 | $863 | 12/31/2023 |
DFUS | 16,660 | $863 | 12/31/2023 |
Dfpg Investments LLC | 16,918 | $862 | 12/31/2023 |
DFUS | 16,918 | $862 | 12/31/2023 |
D.A. Davidson & CO. | 16,408 | $850 | 12/31/2023 |
DFUS | 16,408 | $850 | 12/31/2023 |
Merit Financial Group LLC | 16,391 | $850 | 12/31/2023 |
DFUS | 16,391 | $850 | 12/31/2023 |
Geneos Wealth Management Inc. | 16,273 | $843 | 12/31/2023 |
DFUS | 16,273 | $843 | 12/31/2023 |
Peapack Gladstone Financial Corp | 16,218 | $841 | 12/31/2023 |
DFUS | 16,218 | $841 | 12/31/2023 |
Shira Ridge Wealth Management | 14,739 | $840 | 03/31/2024 |
DFUS | 14,739 | $840 | 03/31/2024 |
Prestige Wealth Management Group LLC | 16,191 | $839 | 12/31/2023 |
DFUS | 16,191 | $839 | 12/31/2023 |
Mustard Seed Financial LLC | 14,605 | $832 | 03/31/2024 |
DFUS | 14,605 | $832 | 03/31/2024 |
Private Management Group Inc. | 15,818 | $820 | 12/31/2023 |
DFUS | 15,818 | $820 | 12/31/2023 |
Forum Private Client Group LLC | 15,727 | $815 | 12/31/2023 |
DFUS | 15,727 | $815 | 12/31/2023 |
25 LLC | 15,662 | $812 | 12/31/2023 |
DFUS | 15,662 | $812 | 12/31/2023 |
BancorpSouth Bank | 15,198 | $788 | 12/31/2023 |
DFUS | 15,198 | $788 | 12/31/2023 |
Honkamp Krueger Financial Services Inc. | 15,182 | $787 | 12/31/2023 |
DFUS | 15,182 | $787 | 12/31/2023 |
Taddei Ludwig & Associates Inc. | 15,037 | $779 | 12/31/2023 |
DFUS | 15,037 | $779 | 12/31/2023 |
Klingman & Associates LLC | 15,010 | $778 | 12/31/2023 |
DFUS | 15,010 | $778 | 12/31/2023 |
Clifford Swan Investment Counsel LLC | 13,637 | $777 | 03/31/2024 |
DFUS | 13,637 | $777 | 03/31/2024 |
Pegasus Partners Ltd. | 14,936 | $774 | 12/31/2023 |
DFUS | 14,936 | $774 | 12/31/2023 |
Leo Wealth LLC | 14,895 | $772 | 12/31/2023 |
DFUS | 14,895 | $772 | 12/31/2023 |
Brookstone Capital Management | 13,491 | $769 | 03/31/2024 |
DFUS | 13,491 | $769 | 03/31/2024 |
Valeo Financial Advisors LLC | 14,674 | $761 | 12/31/2023 |
DFUS | 14,674 | $761 | 12/31/2023 |
Phillips Financial Management LLC | 14,625 | $758 | 12/31/2023 |
DFUS | 14,625 | $758 | 12/31/2023 |
North Ridge Wealth Advisors Inc. | 14,622 | $758 | 12/31/2023 |
DFUS | 14,622 | $758 | 12/31/2023 |
Western Wealth Management LLC | 14,561 | $755 | 12/31/2023 |
DFUS | 14,561 | $755 | 12/31/2023 |
Summit Asset Management LLC | 14,345 | $744 | 12/31/2023 |
DFUS | 14,345 | $744 | 12/31/2023 |
Commerce Bank | 14,057 | $729 | 12/31/2023 |
DFUS | 14,057 | $729 | 12/31/2023 |
Lakeshore Financial Planning Inc. | 14,055 | $728 | 12/31/2023 |
DFUS | 14,055 | $728 | 12/31/2023 |
Sontag Advisory LLC | 13,345 | $692 | 12/31/2023 |
DFUS | 13,345 | $692 | 12/31/2023 |
QRG Capital Management Inc. | 13,219 | $685 | 12/31/2023 |
DFUS | 13,219 | $685 | 12/31/2023 |
Naples Global Advisors LLC | 13,089 | $678 | 12/31/2023 |
DFUS | 13,089 | $678 | 12/31/2023 |
O Shaughnessy Asset Management LLC | 12,971 | $672 | 12/31/2023 |
DFUS | 12,971 | $672 | 12/31/2023 |
Towneley Capital Management Inc DE | 12,917 | $669 | 12/31/2023 |
DFUS | 12,917 | $669 | 12/31/2023 |
SP Asset Management LLC | 12,855 | $666 | 12/31/2023 |
DFUS | 12,855 | $666 | 12/31/2023 |
Principal Street Partners LLC | 12,834 | $665 | 12/31/2023 |
DFUS | 12,834 | $665 | 12/31/2023 |
Team Hewins LLC | 12,820 | $664 | 12/31/2023 |
DFUS | 12,820 | $664 | 12/31/2023 |
Seaside Wealth Management Inc. | 11,587 | $660 | 03/31/2024 |
DFUS | 11,587 | $660 | 03/31/2024 |
Diversified Portfolios Inc. | 12,353 | $640 | 12/31/2023 |
DFUS | 12,353 | $640 | 12/31/2023 |
Intelligent Financial Strategies | 12,190 | $632 | 12/31/2023 |
DFUS | 12,190 | $632 | 12/31/2023 |
Center for Financial Planning Inc. | 12,183 | $631 | 12/31/2023 |
DFUS | 12,183 | $631 | 12/31/2023 |
Franklin Resources Inc. | 12,076 | $626 | 12/31/2023 |
DFUS | 12,076 | $626 | 12/31/2023 |
Wealthspan Partners LLC | 12,060 | $625 | 12/31/2023 |
DFUS | 12,060 | $625 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 12,038 | $624 | 12/31/2023 |
DFUS | 12,038 | $624 | 12/31/2023 |
Valued Wealth Advisors LLC | 11,813 | $612 | 12/31/2023 |
DFUS | 11,813 | $612 | 12/31/2023 |
Trademark Financial Management LLC | 11,725 | $608 | 12/31/2023 |
DFUS | 11,725 | $608 | 12/31/2023 |
Lowe Brockenbrough & Co. Inc. | 11,595 | $601 | 12/31/2023 |
DFUS | 11,595 | $601 | 12/31/2023 |
The PNC Financial Services Group Inc. | 11,554 | $599 | 12/31/2023 |
DFUS | 11,554 | $599 | 12/31/2023 |
Northwest Wealth Management LLC | 11,472 | $595 | 12/31/2023 |
DFUS | 11,472 | $595 | 12/31/2023 |
UMA Financial Services Inc. | 10,799 | $591 | 03/31/2024 |
DFUS | 10,799 | $591 | 03/31/2024 |
Evoke Wealth LLC | 11,371 | $589 | 12/31/2023 |
DFUS | 11,371 | $589 | 12/31/2023 |
GWM Advisors LLC | 11,112 | $584 | 12/31/2023 |
DFUS | 11,112 | $584 | 12/31/2023 |
Financial Counselors Inc. | 10,818 | $561 | 12/31/2023 |
DFUS | 10,818 | $561 | 12/31/2023 |
Madrona Financial Services LLC | 10,807 | $560 | 12/31/2023 |
DFUS | 10,807 | $560 | 12/31/2023 |
Acorn Financial Advisory Services Inc. ADV | 10,788 | $559 | 12/31/2023 |
DFUS | 10,788 | $559 | 12/31/2023 |
Midland Wealth Advisors LLC | 10,651 | $552 | 12/31/2023 |
DFUS | 10,651 | $552 | 12/31/2023 |
Great Lakes Advisors LLC | 10,571 | $548 | 12/31/2023 |
DFUS | 10,571 | $548 | 12/31/2023 |
TPG Financial Advisors LLC | 10,621 | $548 | 12/31/2023 |
DFUS | 10,621 | $548 | 12/31/2023 |
Sfmg LLC | 10,523 | $545 | 12/31/2023 |
DFUS | 10,523 | $545 | 12/31/2023 |
MAI Capital Management | 10,436 | $541 | 12/31/2023 |
DFUS | 10,436 | $541 | 12/31/2023 |
Visionary Wealth Advisors | 10,387 | $538 | 12/31/2023 |
DFUS | 10,387 | $538 | 12/31/2023 |
Miracle Mile Advisors LLC | 9,347 | $533 | 03/31/2024 |
DFUS | 9,347 | $533 | 03/31/2024 |
Ironwood Financial llc | 9,338 | $532 | 03/31/2024 |
DFUS | 9,338 | $532 | 03/31/2024 |
Curi Capital | 10,116 | $524 | 12/31/2023 |
DFUS | 10,116 | $524 | 12/31/2023 |
Condor Capital Management | 10,093 | $523 | 12/31/2023 |
DFUS | 10,093 | $523 | 12/31/2023 |
Geometric Wealth Advisors | 9,885 | $512 | 12/31/2023 |
DFUS | 9,885 | $512 | 12/31/2023 |
Alliance Wealth Management Group | 9,863 | $511 | 12/31/2023 |
DFUS | 9,863 | $511 | 12/31/2023 |
Towercrest Capital Management | 9,863 | $511 | 12/31/2023 |
DFUS | 9,863 | $511 | 12/31/2023 |
Nalls Sherbakoff Group LLC | 9,825 | $509 | 12/31/2023 |
DFUS | 9,825 | $509 | 12/31/2023 |
TFB Advisors LLC | 9,626 | $499 | 12/31/2023 |
DFUS | 9,626 | $499 | 12/31/2023 |
Pure Financial Advisors Inc. | 8,736 | $498 | 03/31/2024 |
DFUS | 8,736 | $498 | 03/31/2024 |
JT Stratford LLC | 9,572 | $496 | 12/31/2023 |
DFUS | 9,572 | $496 | 12/31/2023 |
Cross Staff Investments Inc | 9,576 | $496 | 12/31/2023 |
DFUS | 9,576 | $496 | 12/31/2023 |
Flow Traders U.S. LLC | 9,528 | $494 | 12/31/2023 |
DFUS | 9,528 | $494 | 12/31/2023 |
BKA Wealth Consulting Inc. | 8,592 | $490 | 03/31/2024 |
DFUS | 8,592 | $490 | 03/31/2024 |
Sound View Wealth Advisors Group LLC | 9,462 | $490 | 12/31/2023 |
DFUS | 9,462 | $490 | 12/31/2023 |
Brogan Financial Inc. | 9,356 | $485 | 12/31/2023 |
DFUS | 9,356 | $485 | 12/31/2023 |
Wells Fargo & Company MN | 9,304 | $482 | 12/31/2023 |
DFUS | 9,304 | $482 | 12/31/2023 |
Quarry Hill Advisors LLC | 9,168 | $475 | 12/31/2023 |
DFUS | 9,168 | $475 | 12/31/2023 |
AdvisorNet Financial Inc | 8,269 | $471 | 03/31/2024 |
DFUS | 8,269 | $471 | 03/31/2024 |
Ascent Group LLC | 8,643 | $471 | 12/31/2023 |
DFUS | 8,643 | $471 | 12/31/2023 |
Litman Gregory Asset Management LLC | 8,980 | $465 | 12/31/2023 |
DFUS | 8,980 | $465 | 12/31/2023 |
Traction Financial Partners LLC | 8,947 | $464 | 12/31/2023 |
DFUS | 8,947 | $464 | 12/31/2023 |
Hollencrest Capital Management | 8,888 | $461 | 12/31/2023 |
DFUS | 8,888 | $461 | 12/31/2023 |
Cladis Investment Advisory LLC | 8,875 | $460 | 12/31/2023 |
DFUS | 8,875 | $460 | 12/31/2023 |
Csenge Advisory Group | 8,639 | $448 | 12/31/2023 |
DFUS | 8,639 | $448 | 12/31/2023 |
Mather Group LLC. | 8,537 | $442 | 03/31/2024 |
DFUS | 8,537 | $442 | 03/31/2024 |
Allied Investment Advisors LLC | 7,752 | $442 | 03/31/2024 |
DFUS | 7,752 | $442 | 03/31/2024 |
Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 8,274 | $429 | 12/31/2023 |
DFUS | 8,274 | $429 | 12/31/2023 |
Prudential Financial Inc. | 8,155 | $423 | 12/31/2023 |
DFUS | 8,155 | $423 | 12/31/2023 |
Kohmann Bosshard Financial Services LLC | 7,343 | $418 | 03/31/2024 |
DFUS | 7,343 | $418 | 03/31/2024 |
Rockwood Wealth Management LLC | 8,056 | $418 | 12/31/2023 |
DFUS | 8,056 | $418 | 12/31/2023 |
First Western Trust Bank | 7,994 | $414 | 12/31/2023 |
DFUS | 7,994 | $414 | 12/31/2023 |
Herold Advisors Inc. | 7,976 | $413 | 12/31/2023 |
DFUS | 7,976 | $413 | 12/31/2023 |
Gill Capital Partners LLC | 7,933 | $411 | 12/31/2023 |
DFUS | 7,933 | $411 | 12/31/2023 |
Lynch & Associates IN | 7,139 | $407 | 03/31/2024 |
DFUS | 7,139 | $407 | 03/31/2024 |
Gradient Capital Advisors LLC | 7,145 | $407 | 03/31/2024 |
DFUS | 7,145 | $407 | 03/31/2024 |
Efficient Advisors LLC | 7,828 | $406 | 12/31/2023 |
DFUS | 7,828 | $406 | 12/31/2023 |
Nicolet Bankshares Inc. | 7,736 | $401 | 12/31/2023 |
DFUS | 7,736 | $401 | 12/31/2023 |
Wsfs Capital Management LLC | 7,682 | $398 | 12/31/2023 |
DFUS | 7,682 | $398 | 12/31/2023 |
CIBC Private Wealth Group LLC | 7,590 | $393 | 12/31/2023 |
DFUS | 7,590 | $393 | 12/31/2023 |
Camden Capital LLC | 7,563 | $392 | 12/31/2023 |
DFUS | 7,563 | $392 | 12/31/2023 |
PCG Wealth Advisors LLC | 7,504 | $389 | 12/31/2023 |
DFUS | 7,504 | $389 | 12/31/2023 |
Peavine Capital LLC | 7,433 | $385 | 12/31/2023 |
DFUS | 7,433 | $385 | 12/31/2023 |
Westwood Wealth Management | 7,420 | $385 | 12/31/2023 |
DFUS | 7,420 | $385 | 12/31/2023 |
Shared Vision Wealth Group LLC | 7,290 | $378 | 12/31/2023 |
DFUS | 7,290 | $378 | 12/31/2023 |
Capital Investment Advisory Services LLC | 7,214 | $374 | 12/31/2023 |
DFUS | 7,214 | $374 | 12/31/2023 |
Sollinda Capital Management LLC | 7,214 | $374 | 12/31/2023 |
DFUS | 7,214 | $374 | 12/31/2023 |
Frank Rimerman Advisors LLC | 7,190 | $373 | 12/31/2023 |
DFUS | 7,190 | $373 | 12/31/2023 |
Eagle Bay Advisors LLC | 7,144 | $370 | 12/31/2023 |
DFUS | 7,144 | $370 | 12/31/2023 |
Sharkey Howes & Javer | 6,436 | $367 | 03/31/2024 |
DFUS | 6,436 | $367 | 03/31/2024 |
Global Retirement Partners LLC | 7,095 | $366 | 12/31/2023 |
DFUS | 7,095 | $366 | 12/31/2023 |
Becker Capital Management Inc. | 7,049 | $365 | 12/31/2023 |
DFUS | 7,049 | $365 | 12/31/2023 |
Raymond James Trust N.A. | 7,029 | $364 | 12/31/2023 |
DFUS | 7,029 | $364 | 12/31/2023 |
Atria Wealth Solutions Inc. | 6,917 | $359 | 12/31/2023 |
DFUS | 6,917 | $359 | 12/31/2023 |
Kovitz Investment Group Partners LLC | 6,885 | $357 | 12/31/2023 |
DFUS | 6,885 | $357 | 12/31/2023 |
Essential Planning LLC. | 6,730 | $349 | 12/31/2023 |
DFUS | 6,730 | $349 | 12/31/2023 |
Diversified Trust Co | 6,116 | $348 | 03/31/2024 |
DFUS | 6,116 | $348 | 03/31/2024 |
R. W. Roge & Company Inc. | 6,679 | $346 | 12/31/2023 |
DFUS | 6,679 | $346 | 12/31/2023 |
Baron Silver Stevens Financial Advisors LLC | 6,684 | $346 | 12/31/2023 |
DFUS | 6,684 | $346 | 12/31/2023 |
Whittier Trust Co. | 6,659 | $345 | 12/31/2023 |
DFUS | 6,659 | $345 | 12/31/2023 |
GSB Wealth Management LLC | 6,513 | $338 | 12/31/2023 |
DFUS | 6,513 | $338 | 12/31/2023 |
TRUE Private Wealth Advisors | 6,528 | $338 | 12/31/2023 |
DFUS | 6,528 | $338 | 12/31/2023 |
Penobscot Wealth Management | 6,519 | $338 | 12/31/2023 |
DFUS | 6,519 | $338 | 12/31/2023 |
First National Trust Co | 6,500 | $337 | 12/31/2023 |
DFUS | 6,500 | $337 | 12/31/2023 |
Gerber Kawasaki Wealth & Investment Management | 6,473 | $335 | 12/31/2023 |
DFUS | 6,473 | $335 | 12/31/2023 |
Versant Capital Management Inc | 5,788 | $330 | 03/31/2024 |
DFUS | 5,788 | $330 | 03/31/2024 |
Private Portfolio Partners LLC | 6,312 | $327 | 12/31/2023 |
DFUS | 6,312 | $327 | 12/31/2023 |
Ferguson Wellman Capital Management Inc. | 5,642 | $321 | 03/31/2024 |
DFUS | 5,642 | $321 | 03/31/2024 |
Signature Resources Capital Management LLC | 6,185 | $321 | 03/31/2024 |
DFUS | 6,185 | $321 | 03/31/2024 |
Rebalance LLC | 6,182 | $320 | 12/31/2023 |
DFUS | 6,182 | $320 | 12/31/2023 |
Evercore Wealth Management LLC | 6,116 | $317 | 12/31/2023 |
DFUS | 6,116 | $317 | 12/31/2023 |
CENTRAL TRUST Co | 6,099 | $316 | 12/31/2023 |
DFUS | 6,099 | $316 | 12/31/2023 |
Annapolis Financial Services LLC | 5,301 | $302 | 03/31/2024 |
DFUS | 5,301 | $302 | 03/31/2024 |
Bromfield Sneider Wealth Advisors | 5,260 | $300 | 03/31/2024 |
DFUS | 5,260 | $300 | 03/31/2024 |
Cetera Advisors LLC | 5,750 | $298 | 12/31/2023 |
DFUS | 5,750 | $298 | 12/31/2023 |
waypoint wealth counsel | 5,197 | $296 | 03/31/2024 |
DFUS | 5,197 | $296 | 03/31/2024 |
Compton Wealth Advisory Group LLC | 5,165 | $294 | 03/31/2024 |
DFUS | 5,165 | $294 | 03/31/2024 |
Cassaday & Co Wealth Management LLC | 5,673 | $294 | 12/31/2023 |
DFUS | 5,673 | $294 | 12/31/2023 |
Apriem Advisors | 5,610 | $291 | 12/31/2023 |
DFUS | 5,610 | $291 | 12/31/2023 |
Baker Tilly Financial LLC | 5,618 | $291 | 12/31/2023 |
DFUS | 5,618 | $291 | 12/31/2023 |
Frazier Financial Advisors LLC | 5,616 | $291 | 12/31/2023 |
DFUS | 5,616 | $291 | 12/31/2023 |
Proequities Inc. | 5,561 | $288 | 12/31/2023 |
DFUS | 5,561 | $288 | 12/31/2023 |
Verus Financial Partners Inc. | 5,387 | $285 | 12/31/2023 |
DFUS | 5,387 | $285 | 12/31/2023 |
Essex Financial Services Inc. | 5,485 | $284 | 12/31/2023 |
DFUS | 5,485 | $284 | 12/31/2023 |
Park Avenue Securities LLC | 4,917 | $280 | 03/31/2024 |
DFUS | 4,917 | $280 | 03/31/2024 |
Busey Wealth Management | 5,404 | $280 | 12/31/2023 |
DFUS | 5,404 | $280 | 12/31/2023 |
Private Trust Co. NA | 5,350 | $277 | 12/31/2023 |
DFUS | 5,350 | $277 | 12/31/2023 |
Cape Investment Advisory Inc. | 5,353 | $277 | 12/31/2023 |
DFUS | 5,353 | $277 | 12/31/2023 |
Focused Wealth Management Inc | 5,331 | $276 | 12/31/2023 |
DFUS | 5,331 | $276 | 12/31/2023 |
Evergreen Capital Management LLC | 5,299 | $275 | 12/31/2023 |
DFUS | 5,299 | $275 | 12/31/2023 |
Vance Wealth Inc. | 5,183 | $269 | 12/31/2023 |
DFUS | 5,183 | $269 | 12/31/2023 |
NTV Asset Management LLC | 5,115 | $265 | 12/31/2023 |
DFUS | 5,115 | $265 | 12/31/2023 |
Washington Trust Advisors Inc. | 5,087 | $264 | 12/31/2023 |
DFUS | 5,087 | $264 | 12/31/2023 |
SOL Capital Management CO | 5,030 | $261 | 12/31/2023 |
DFUS | 5,030 | $261 | 12/31/2023 |
Beta Wealth Group Inc. | 4,993 | $259 | 12/31/2023 |
DFUS | 4,993 | $259 | 12/31/2023 |
FRG Family Wealth Advisors LLC | 4,993 | $259 | 12/31/2023 |
DFUS | 4,993 | $259 | 12/31/2023 |
CPA Asset Management LLC | 4,974 | $258 | 12/31/2023 |
DFUS | 4,974 | $258 | 12/31/2023 |
Grandfield & Dodd LLC | 4,950 | $257 | 12/31/2023 |
DFUS | 4,950 | $257 | 12/31/2023 |
Pensionmark Financial Group LLC | 4,965 | $257 | 12/31/2023 |
DFUS | 4,965 | $257 | 12/31/2023 |
UMB Bank N A MO | 4,939 | $256 | 12/31/2023 |
DFUS | 4,939 | $256 | 12/31/2023 |
Carlson Capital Management | 4,432 | $253 | 03/31/2024 |
DFUS | 4,432 | $253 | 03/31/2024 |
Bull Oak Capital LLC | 4,448 | $253 | 03/31/2024 |
DFUS | 4,448 | $253 | 03/31/2024 |
One Capital Management LLC | 4,833 | $250 | 12/31/2023 |
DFUS | 4,833 | $250 | 12/31/2023 |
Private Advisory Group LLC | 4,759 | $247 | 12/31/2023 |
DFUS | 4,759 | $247 | 12/31/2023 |
Whalen Wealth Management Inc. | 4,725 | $245 | 12/31/2023 |
DFUS | 4,725 | $245 | 12/31/2023 |
Northern Financial Advisors Inc | 4,728 | $245 | 12/31/2023 |
DFUS | 4,728 | $245 | 12/31/2023 |
JustInvest LLC | 4,707 | $244 | 12/31/2023 |
DFUS | 4,707 | $244 | 12/31/2023 |
Cherry Tree Wealth Management LLC | 4,690 | $243 | 12/31/2023 |
DFUS | 4,690 | $243 | 12/31/2023 |
Accel Wealth Management | 4,678 | $242 | 12/31/2023 |
DFUS | 4,678 | $242 | 12/31/2023 |
Weatherly Asset Management L. P. | 4,643 | $241 | 12/31/2023 |
DFUS | 4,643 | $241 | 12/31/2023 |
Capstone Capital Wealth Advisors | 4,133 | $235 | 03/31/2024 |
DFUS | 4,133 | $235 | 03/31/2024 |
Financial Insights Inc. | 4,536 | $235 | 12/31/2023 |
DFUS | 4,536 | $235 | 12/31/2023 |
Tyche Wealth Partners LLC | 4,538 | $235 | 12/31/2023 |
DFUS | 4,538 | $235 | 12/31/2023 |
Delap Wealth Advisory LLC | 4,508 | $234 | 12/31/2023 |
DFUS | 4,508 | $234 | 12/31/2023 |
Meridian Wealth Partners LLC | 4,496 | $233 | 12/31/2023 |
DFUS | 4,496 | $233 | 12/31/2023 |
Aspiriant LLC | 4,078 | $232 | 03/31/2024 |
DFUS | 4,078 | $232 | 03/31/2024 |
Hibernia Wealth Partners LLC | 4,460 | $231 | 12/31/2023 |
DFUS | 4,460 | $231 | 12/31/2023 |
Builder Investment Group Inc. ADV | 4,403 | $228 | 12/31/2023 |
DFUS | 4,403 | $228 | 12/31/2023 |
Advisors Management Group Inc. ADV | 4,392 | $228 | 12/31/2023 |
DFUS | 4,392 | $228 | 12/31/2023 |
Hutchens & Kramer Investment Management Group LLC | 4,358 | $226 | 12/31/2023 |
DFUS | 4,358 | $226 | 12/31/2023 |
Karpas Strategies LLC | 4,296 | $223 | 12/31/2023 |
DFUS | 4,296 | $223 | 12/31/2023 |
Foundations Investment Advisors LLC | 4,189 | $223 | 12/31/2023 |
DFUS | 4,189 | $223 | 12/31/2023 |
Arkadios Wealth Advisors | 4,302 | $223 | 12/31/2023 |
DFUS | 4,302 | $223 | 12/31/2023 |
AlTi Global Inc. | 4,294 | $223 | 12/31/2023 |
DFUS | 4,294 | $223 | 12/31/2023 |
PDS Planning Inc | 4,267 | $221 | 12/31/2023 |
DFUS | 4,267 | $221 | 12/31/2023 |
Ellevest Inc. | 4,244 | $220 | 12/31/2023 |
DFUS | 4,244 | $220 | 12/31/2023 |
BlackDiamond Wealth Management Inc. | 4,112 | $220 | 12/31/2023 |
DFUS | 4,112 | $220 | 12/31/2023 |
Front Street Capital Management Inc. | 4,223 | $219 | 12/31/2023 |
DFUS | 4,223 | $219 | 12/31/2023 |
Motco | 4,184 | $217 | 12/31/2023 |
DFUS | 4,184 | $217 | 12/31/2023 |
MJP Associates Inc. ADV | 3,748 | $214 | 03/31/2024 |
DFUS | 3,748 | $214 | 03/31/2024 |
Sawtooth Solutions LLC | 4,056 | $210 | 12/31/2023 |
DFUS | 4,056 | $210 | 12/31/2023 |
Brooklyn FI LLC | 3,676 | $209 | 03/31/2024 |
DFUS | 3,676 | $209 | 03/31/2024 |
Brighton Jones LLC | 3,998 | $207 | 12/31/2023 |
DFUS | 3,998 | $207 | 12/31/2023 |
Gradient Investments LLC | 3,937 | $204 | 12/31/2023 |
DFUS | 3,937 | $204 | 12/31/2023 |
Fundamentun LLC | 3,566 | $203 | 03/31/2024 |
DFUS | 3,566 | $203 | 03/31/2024 |
Clark Capital Management Group Inc. | 3,922 | $203 | 12/31/2023 |
DFUS | 3,922 | $203 | 12/31/2023 |
HWG Holdings LP | 3,819 | $198 | 12/31/2023 |
DFUS | 3,819 | $198 | 12/31/2023 |
Rowland & Co. Investment Counsel ADV | 3,370 | $192 | 03/31/2024 |
DFUS | 3,370 | $192 | 03/31/2024 |
Raleigh Capital Management Inc. | 3,513 | $182 | 12/31/2023 |
DFUS | 3,513 | $182 | 12/31/2023 |
Icon Wealth Advisors LLC | 3,390 | $176 | 12/31/2023 |
DFUS | 3,390 | $176 | 12/31/2023 |
Silicon Valley Capital Partners | 3,345 | $173 | 12/31/2023 |
DFUS | 3,345 | $173 | 12/31/2023 |
Glassman Wealth Services | 3,136 | $163 | 12/31/2023 |
DFUS | 3,136 | $163 | 12/31/2023 |
Foster Dykema Cabot & Partners LLC | 3,087 | $160 | 12/31/2023 |
DFUS | 3,087 | $160 | 12/31/2023 |
Tradition Wealth Management LLC | 2,883 | $149 | 12/31/2023 |
DFUS | 2,883 | $149 | 12/31/2023 |
Financial Connections Group Inc. | 2,839 | $147 | 12/31/2023 |
DFUS | 2,839 | $147 | 12/31/2023 |
Acropolis Investment Management LLC | 2,450 | $140 | 03/31/2024 |
DFUS | 2,450 | $140 | 03/31/2024 |
City State Bank | 2,462 | $140 | 03/31/2024 |
DFUS | 2,462 | $140 | 03/31/2024 |
Financial Gravity Asset Management Inc. | 2,679 | $139 | 12/31/2023 |
DFUS | 2,679 | $139 | 12/31/2023 |
McIlrath & Eck LLC | 2,581 | $134 | 12/31/2023 |
DFUS | 2,581 | $134 | 12/31/2023 |
Sanctuary Wealth Management L.L.C. | 2,483 | $129 | 12/31/2023 |
DFUS | 2,483 | $129 | 12/31/2023 |
IAG Wealth Partners LLC | 2,460 | $128 | 12/31/2023 |
DFUS | 2,460 | $128 | 12/31/2023 |
EdgeRock Capital LLC | 2,367 | $127 | 12/31/2023 |
DFUS | 2,367 | $127 | 12/31/2023 |
PrairieView Partners LLC | 2,275 | $118 | 12/31/2023 |
DFUS | 2,275 | $118 | 12/31/2023 |
Ronald Blue Trust Inc. | 2,273 | $118 | 12/31/2023 |
DFUS | 2,273 | $118 | 12/31/2023 |
Caldwell Sutter Capital Inc. | 2,264 | $117 | 12/31/2023 |
DFUS | 2,264 | $117 | 12/31/2023 |
Global Trust Asset Management LLC | 2,035 | $116 | 03/31/2024 |
DFUS | 2,035 | $116 | 03/31/2024 |
Russell Investments Group Ltd. | 1,909 | $99 | 12/31/2023 |
DFUS | 1,909 | $99 | 12/31/2023 |
WealthCollab LLC | 1,860 | $96 | 12/31/2023 |
DFUS | 1,860 | $96 | 12/31/2023 |
Truvestments Capital LLC | 1,820 | $94 | 12/31/2023 |
DFUS | 1,820 | $94 | 12/31/2023 |
Level Financial Advisors Inc. | 1,821 | $94 | 12/31/2023 |
DFUS | 1,821 | $94 | 12/31/2023 |
Gpwm LLC | 1,806 | $94 | 12/31/2023 |
DFUS | 1,806 | $94 | 12/31/2023 |
Perritt Capital Management Inc. | 1,748 | $91 | 12/31/2023 |
DFUS | 1,748 | $91 | 12/31/2023 |
Oakworth Capital Inc. | 1,705 | $88 | 12/31/2023 |
DFUS | 1,705 | $88 | 12/31/2023 |
S.A. Mason LLC | 1,491 | $85 | 03/31/2024 |
DFUS | 1,491 | $85 | 03/31/2024 |
BOK Financial Private Wealth Inc. | 1,635 | $85 | 12/31/2023 |
DFUS | 1,635 | $85 | 12/31/2023 |
Qube Research & Technologies Ltd | 1,512 | $78 | 12/31/2023 |
DFUS | 1,512 | $78 | 12/31/2023 |
Arrow Financial Corp | 1,484 | $77 | 12/31/2023 |
DFUS | 1,484 | $77 | 12/31/2023 |
TFC Financial Management | 1,285 | $67 | 12/31/2023 |
DFUS | 1,285 | $67 | 12/31/2023 |
SYM FINANCIAL Corp | 1,247 | $65 | 12/31/2023 |
DFUS | 1,247 | $65 | 12/31/2023 |
Harbour Investments Inc. | 1,207 | $63 | 12/31/2023 |
DFUS | 1,207 | $63 | 12/31/2023 |
Duncker Streett & Co. Inc. | 1,170 | $61 | 12/31/2023 |
DFUS | 1,170 | $61 | 12/31/2023 |
ZRC Wealth Management LLC | 1,042 | $54 | 12/31/2023 |
DFUS | 1,042 | $54 | 12/31/2023 |
Gleason Group Inc. | 836 | $48 | 03/31/2024 |
DFUS | 836 | $48 | 03/31/2024 |
Plante Moran Financial Advisors LLC | 889 | $46 | 12/31/2023 |
DFUS | 889 | $46 | 12/31/2023 |
Cornerstone Planning Group LLC | 861 | $45 | 12/31/2023 |
DFUS | 861 | $45 | 12/31/2023 |
Colonial Trust Co SC | 845 | $44 | 12/31/2023 |
DFUS | 845 | $44 | 12/31/2023 |
Sittner & Nelson LLC | 730 | $38 | 12/31/2023 |
DFUS | 730 | $38 | 12/31/2023 |
Comerica Bank | 665 | $34 | 12/31/2023 |
DFUS | 665 | $34 | 12/31/2023 |
AlphaCore Capital LLC | 659 | $34 | 12/31/2023 |
DFUS | 659 | $34 | 12/31/2023 |
Barrett & Company Inc. | 536 | $31 | 03/31/2024 |
DFUS | 536 | $31 | 03/31/2024 |
Sunbelt Securities Inc. | 536 | $31 | 03/31/2024 |
DFUS | 536 | $31 | 03/31/2024 |
Pineridge Advisors LLC | 561 | $29 | 12/31/2023 |
DFUS | 561 | $29 | 12/31/2023 |
Ancora Advisors LLC | 460 | $24 | 12/31/2023 |
DFUS | 460 | $24 | 12/31/2023 |
Principal Securities Inc. | 364 | $19 | 12/31/2023 |
DFUS | 364 | $19 | 12/31/2023 |
Tandem Wealth Advisors LLC | 259 | $13 | 12/31/2023 |
DFUS | 259 | $13 | 12/31/2023 |
JNBA Financial Advisors | 136 | $7 | 12/31/2023 |
DFUS | 136 | $7 | 12/31/2023 |
DHJJ Financial Advisors Ltd. | 10 | $1 | 03/31/2024 |
DFUS | 10 | $1 | 03/31/2024 |
Quent Capital LLC | 20 | $1 | 12/31/2023 |
DFUS | 20 | $1 | 12/31/2023 |
Coston McIsaac & Partners | 4 | $0 | 03/31/2024 |
DFUS | 4 | $0 | 03/31/2024 |
Huntington National Bank | 1 | $0 | 12/31/2023 |
DFUS | 1 | $0 | 12/31/2023 |
Able Wealth Management LLC | 4 | $0 | 12/31/2023 |
DFUS | 4 | $0 | 12/31/2023 |
See Summary: Institutional Holders of DFUS
See Details: Top 10 Hedge Funds Holding DFUS
Also See: DFUS Holdings Changes
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