Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
---|---|---|---|---|
13F Filers Increasing DFAT Share Count | ||||
Wells Fargo & Company MN | 98 | 7,498 | +7,400 | +7551.02% |
Summit Financial Strategies Inc. | 10,109 | 192,869 | +182,760 | +1807.89% |
Susquehanna International Group LLP | 19,005 | 219,696 | +200,691 | +1055.99% |
Farther Finance Advisors LLC | 4,636 | 51,001 | +46,365 | +1000.11% |
Comerica Bank | 708 | 6,640 | +5,932 | +837.85% |
Jones Financial Companies Lllp | 2,145 | 16,812 | +14,667 | +683.78% |
GWM Advisors LLC | 14,305 | 107,461 | +93,156 | +651.21% |
Avondale Wealth Management | 2,000 | 14,550 | +12,550 | +627.50% |
Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 9,386 | 51,093 | +41,707 | +444.35% |
Northwestern Mutual Wealth Management Co. | 59,009 | 276,246 | +217,237 | +368.14% |
Better Money Decisions LLC | 20,944 | 96,651 | +75,707 | +361.47% |
Allen Capital Group LLC | 60,329 | 262,871 | +202,542 | +335.73% |
Prime Capital Investment Advisors LLC | 7,277 | 31,108 | +23,831 | +327.48% |
Townsquare Capital LLC | 10,152 | 41,588 | +31,436 | +309.65% |
Prudential Financial Inc. | 4,781 | 19,165 | +14,384 | +300.86% |
Trifecta Capital Advisors LLC | 396 | 1,512 | +1,116 | +281.82% |
Annandale Capital LLC | 12,403 | 40,953 | +28,550 | +230.19% |
Waypoint Capital Advisors LLC | 10,407 | 33,343 | +22,936 | +220.39% |
Confluence Wealth Services Inc. | 59,186 | 137,110 | +77,924 | +131.66% |
Clear Creek Financial Management LLC | 6,638 | 15,286 | +8,648 | +130.28% |
Clearstead Advisors LLC | 2,499 | 5,605 | +3,106 | +124.29% |
Kavar Capital Partners Group LLC | 16,757 | 33,580 | +16,823 | +100.39% |
Bragg Financial Advisors Inc | 9,551 | 17,998 | +8,447 | +88.44% |
Balboa Wealth Partners | 10,949 | 20,513 | +9,564 | +87.35% |
Conrad Siegel Investment Advisors Inc. | 8,045 | 14,577 | +6,532 | +81.19% |
Betterment LLC | 72,683 | 130,701 | +58,018 | +79.82% |
SILVER OAK SECURITIES Inc | 6,774 | 12,088 | +5,314 | +78.45% |
Steward Partners Investment Advisory LLC | 14,212 | 24,325 | +10,113 | +71.16% |
CWM LLC | 10,667 | 18,169 | +7,502 | +70.33% |
Vance Wealth Inc. | 6,957 | 11,518 | +4,561 | +65.56% |
Pioneer Wealth Management Group | 36,026 | 57,606 | +21,580 | +59.90% |
Forza Wealth Management LLC | 7,305 | 11,585 | +4,280 | +58.59% |
TAGStone Capital Inc. | 55,234 | 86,052 | +30,818 | +55.80% |
Stephens Inc. AR | 16,760 | 26,086 | +9,326 | +55.64% |
Brighton Jones LLC | 12,469 | 19,014 | +6,545 | +52.49% |
Private Trust Co. NA | 4,001 | 6,098 | +2,097 | +52.41% |
Foundations Investment Advisors LLC | 4,902 | 7,434 | +2,532 | +51.65% |
Vawter Financial Ltd. | 112,659 | 169,440 | +56,781 | +50.40% |
Jane Street Group LLC | 117,369 | 173,781 | +56,412 | +48.06% |
Stifel Financial Corp | 90,401 | 127,567 | +37,166 | +41.11% |
Avantax Advisory Services Inc. | 14,803 | 20,815 | +6,012 | +40.61% |
Stone Point Wealth LLC | 8,544 | 11,861 | +3,317 | +38.82% |
FMR LLC | 5,954 | 8,253 | +2,299 | +38.61% |
Altiora Financial Group LLC | 117,995 | 163,364 | +45,369 | +38.45% |
Morris Financial Concepts Inc. | 9,888 | 13,261 | +3,373 | +34.11% |
Fortress Wealth Management Inc. | 20,014 | 26,701 | +6,687 | +33.41% |
Oliver Lagore Vanvalin Investment Group | 569 | 759 | +190 | +33.39% |
UBS Group AG | 262,121 | 346,097 | +83,976 | +32.04% |
Bedel Financial Consulting Inc. | 16,780 | 22,025 | +5,245 | +31.26% |
Pure Financial Advisors Inc. | 1,353,030 | 1,774,886 | +421,856 | +31.18% |
Sandy Spring Bank | 131,014 | 171,174 | +40,160 | +30.65% |
OLIO Financial Planning | 33,828 | 44,064 | +10,236 | +30.26% |
Compass Advisory Group LLC | 206,226 | 267,249 | +61,023 | +29.59% |
Coppell Advisory Solutions LLC | 1,762 | 2,282 | +520 | +29.51% |
Live Oak Private Wealth LLC | 41,871 | 53,416 | +11,545 | +27.57% |
Park Avenue Securities LLC | 52,716 | 67,107 | +14,391 | +27.30% |
Cetera Advisor Networks LLC | 87,081 | 110,547 | +23,466 | +26.95% |
Gradient Investments LLC | 272 | 339 | +67 | +24.63% |
Intergy Private Wealth LLC | 16,381 | 20,291 | +3,910 | +23.87% |
Rockefeller Capital Management L.P. | 12,553 | 15,505 | +2,952 | +23.52% |
180 Wealth Advisors LLC | 6,586 | 8,125 | +1,539 | +23.37% |
BOS Asset Management LLC | 16,530 | 19,972 | +3,442 | +20.82% |
Keel Point LLC | 35,493 | 42,869 | +7,376 | +20.78% |
Royal Bank of Canada | 104,577 | 124,577 | +20,000 | +19.12% |
Annapolis Financial Services LLC | 63,557 | 74,937 | +11,380 | +17.91% |
Exencial Wealth Advisors LLC | 55,550 | 65,421 | +9,871 | +17.77% |
Morgan Stanley | 61,235 | 71,579 | +10,344 | +16.89% |
McIlrath & Eck LLC | 411 | 478 | +67 | +16.30% |
Bank of America Corp DE | 756,074 | 878,404 | +122,330 | +16.18% |
Great Waters Wealth Management | 378,437 | 436,050 | +57,613 | +15.22% |
AE Wealth Management LLC | 222,939 | 255,865 | +32,926 | +14.77% |
WPWealth LLP | 338,821 | 388,683 | +49,862 | +14.72% |
Investmark Advisory Group LLC | 32,304 | 37,051 | +4,747 | +14.69% |
Rollins Financial | 16,477 | 18,829 | +2,352 | +14.27% |
Schwarz Dygos Wheeler Investment Advisors LLC | 80,086 | 90,781 | +10,695 | +13.35% |
First Command Advisory Services Inc. | 263,435 | 298,427 | +34,992 | +13.28% |
Beacon Pointe Advisors LLC | 211,899 | 240,003 | +28,104 | +13.26% |
Activest Wealth Management | 108,426 | 122,269 | +13,843 | +12.77% |
Ronald Blue Trust Inc. | 9,500 | 10,680 | +1,180 | +12.42% |
JPMorgan Chase & Co. | 173,737 | 194,859 | +21,122 | +12.16% |
Proequities Inc. | 3,369 | 3,775 | +406 | +12.05% |
B.O.S.S. Retirement Advisors LLC | 11,003 | 12,299 | +1,296 | +11.78% |
Capital Investment Advisory Services LLC | 8,483 | 9,452 | +969 | +11.42% |
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 7,158 | 7,841 | +683 | +9.54% |
Rooted Wealth Advisors Inc. | 32,852 | 35,878 | +3,026 | +9.21% |
Baystate Wealth Management LLC | 8,247 | 9,004 | +757 | +9.18% |
Maryland Capital Advisors Inc. | 29,196 | 31,812 | +2,616 | +8.96% |
Raymond James Financial Services Advisors Inc. | 641,820 | 695,502 | +53,682 | +8.36% |
Mercer Global Advisors Inc. ADV | 2,691,662 | 2,916,043 | +224,381 | +8.34% |
Thoroughbred Financial Services LLC | 7,807 | 8,457 | +650 | +8.33% |
Juncture Wealth Strategies LLC | 94,965 | 102,618 | +7,653 | +8.06% |
Truist Financial Corp | 217,927 | 234,301 | +16,374 | +7.51% |
Chicago Partners Investment Group LLC | 16,802 | 18,042 | +1,240 | +7.38% |
HB Wealth Management LLC | 12,173 | 13,051 | +878 | +7.21% |
Apella Capital LLC | 1,321,336 | 1,415,501 | +94,165 | +7.13% |
Nelson Van Denburg & Campbell Wealth Management Group LLC | 30,806 | 32,998 | +2,192 | +7.12% |
Syverson Strege & Co | 7,486 | 8,007 | +521 | +6.96% |
Ruedi Wealth Management Inc. | 210,977 | 225,200 | +14,223 | +6.74% |
Empower Advisory Group LLC | 7,306 | 7,797 | +491 | +6.72% |
Savant Capital LLC | 5,108,102 | 5,433,256 | +325,154 | +6.37% |
Rise Advisors LLC | 141,961 | 150,858 | +8,897 | +6.27% |
Addison Advisors LLC | 23,409 | 24,854 | +1,445 | +6.17% |
Wealthspan Partners LLC | 20,017 | 21,205 | +1,188 | +5.93% |
Phillips Financial Management LLC | 338,692 | 357,520 | +18,828 | +5.56% |
Mariner LLC | 448,838 | 473,787 | +24,949 | +5.56% |
MML Investors Services LLC | 262,105 | 276,018 | +13,913 | +5.31% |
Henrickson Nauta Wealth Advisors Inc. | 200,902 | 211,030 | +10,128 | +5.04% |
EP Wealth Advisors LLC | 1,205,333 | 1,262,902 | +57,569 | +4.78% |
Disciplined Equity Management Inc. | 318,884 | 332,324 | +13,440 | +4.21% |
Creative Planning | 13,103,849 | 13,638,740 | +534,891 | +4.08% |
CFS Investment Advisory Services LLC | 90,231 | 93,803 | +3,572 | +3.96% |
Landmark Financial Advisors LLC | 237,669 | 247,065 | +9,396 | +3.95% |
Sequoia Financial Advisors LLC | 677,333 | 703,470 | +26,137 | +3.86% |
Financial Engines Advisors L.L.C. | 10,374 | 10,773 | +399 | +3.85% |
Aviance Capital Partners LLC | 29,745 | 30,876 | +1,131 | +3.80% |
Oppenheimer & Co. Inc. | 151,737 | 157,491 | +5,754 | +3.79% |
ML & R Wealth Management LLC | 830,785 | 862,018 | +31,233 | +3.76% |
Equitable Holdings Inc. | 208,131 | 215,896 | +7,765 | +3.73% |
Joel Isaacson & Co. LLC | 580,246 | 600,078 | +19,832 | +3.42% |
Cypress Wealth Services LLC | 4,658 | 4,813 | +155 | +3.33% |
Versant Capital Management Inc | 29,092 | 29,973 | +881 | +3.03% |
Commerce Bank | 13,997 | 14,419 | +422 | +3.01% |
Blair William & Co. IL | 2,646 | 2,723 | +77 | +2.91% |
Robertson Stephens Wealth Management LLC | 192,664 | 198,250 | +5,586 | +2.90% |
Commonwealth Equity Services LLC | 354,738 | 364,790 | +10,052 | +2.83% |
Private Advisor Group LLC | 46,517 | 47,817 | +1,300 | +2.79% |
Grand Wealth Management LLC | 55,743 | 57,301 | +1,558 | +2.79% |
PBMares Wealth Management LLC | 382,630 | 393,246 | +10,616 | +2.77% |
Lutz Financial Services LLC | 147,214 | 151,258 | +4,044 | +2.75% |
Sax Wealth Advisors LLC | 687,793 | 706,644 | +18,851 | +2.74% |
Forum Financial Management LP | 8,948,684 | 9,168,412 | +219,728 | +2.46% |
Rockwood Wealth Management LLC | 19,424 | 19,900 | +476 | +2.45% |
Andrews Lucia Wealth Management LLC | 254,126 | 259,768 | +5,642 | +2.22% |
Monograph Wealth Advisors LLC | 605,770 | 619,089 | +13,319 | +2.20% |
Kestra Advisory Services LLC | 167,581 | 171,226 | +3,645 | +2.18% |
Gradient Capital Advisors LLC | 139,771 | 142,809 | +3,038 | +2.17% |
Assetmark Inc. | 499,304 | 508,243 | +8,939 | +1.79% |
Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 834,068 | 848,654 | +14,586 | +1.75% |
Larson Financial Group LLC | 386,382 | 391,889 | +5,507 | +1.43% |
New England Private Wealth Advisors LLC | 283,940 | 287,685 | +3,745 | +1.32% |
Cerity Partners LLC | 501,598 | 507,646 | +6,048 | +1.21% |
Watchman Group Inc. | 449,487 | 453,113 | +3,626 | +0.81% |
Tillman Hartley LLC | 355,152 | 357,660 | +2,508 | +0.71% |
Silver Oak Advisory Group Inc. | 8,981 | 9,043 | +62 | +0.69% |
SC&H Financial Advisors Inc. | 67,076 | 67,509 | +433 | +0.65% |
Shira Ridge Wealth Management | 78,495 | 78,980 | +485 | +0.62% |
Prevail Innovative Wealth Advisors LLC | 12,003 | 12,078 | +75 | +0.62% |
Shearwater Capital LLC | 88,318 | 88,856 | +538 | +0.61% |
Northern Trust Corp | 32,413 | 32,598 | +185 | +0.57% |
Carlson Capital Management | 780,577 | 784,893 | +4,316 | +0.55% |
EverSource Wealth Advisors LLC | 54,626 | 54,892 | +266 | +0.49% |
Signet Financial Management LLC | 8,269 | 8,309 | +40 | +0.48% |
Envestnet Asset Management Inc. | 2,697,642 | 2,710,003 | +12,361 | +0.46% |
Mather Group LLC. | 319,300 | 320,742 | +1,442 | +0.45% |
McClarren Financial Advisors Inc. | 1,842 | 1,850 | +8 | +0.43% |
Tradition Wealth Management LLC | 943 | 947 | +4 | +0.42% |
Coston McIsaac & Partners | 1,417 | 1,423 | +6 | +0.42% |
Franklin Resources Inc. | 3,675 | 3,689 | +14 | +0.38% |
Lincoln National Corp | 5,846 | 5,868 | +22 | +0.38% |
Staley Capital Advisers Inc. | 7,092 | 7,119 | +27 | +0.38% |
Greenline Partners LLC | 7,035 | 7,062 | +27 | +0.38% |
Fortis Advisors LLC | 8,668 | 8,701 | +33 | +0.38% |
DiMeo Schneider & Associates L.L.C. | 19,755 | 19,831 | +76 | +0.38% |
Exeter Financial LLC | 8,407 | 8,439 | +32 | +0.38% |
Harbor Group Inc. | 5,789 | 5,811 | +22 | +0.38% |
Warwick Investment Management Inc. | 15,690 | 15,750 | +60 | +0.38% |
CI Private Wealth LLC | 2,738,423 | 2,748,722 | +10,299 | +0.38% |
Zhang Financial LLC | 25,315 | 25,400 | +85 | +0.34% |
Spire Wealth Management | 177,411 | 178,020 | +609 | +0.34% |
Evensky & Katz LLC | 74,120 | 74,354 | +234 | +0.32% |
BetterWealth LLC | 76,173 | 76,414 | +241 | +0.32% |
Bromfield Sneider Wealth Advisors | 12,910 | 12,950 | +40 | +0.31% |
Running Point Capital Advisors LLC | 6,026 | 6,043 | +17 | +0.28% |
Applied Capital LLC | 46,719 | 46,852 | +133 | +0.28% |
LJI Wealth Management LLC | 60,023 | 60,178 | +155 | +0.26% |
Raymond James & Associates | 209,401 | 209,916 | +515 | +0.25% |
Werba Rubin Papier Wealth Management | 41,005 | 41,107 | +102 | +0.25% |
Ridgewood Investments LLC | 4,496 | 4,507 | +11 | +0.24% |
Lbmc Investment Advisors LLC | 8,429 | 8,448 | +19 | +0.23% |
Asset Dedication LLC | 1,867,477 | 1,870,306 | +2,829 | +0.15% |
Ellenbecker Investment Group | 5,176 | 5,183 | +7 | +0.14% |
Hutchinson Capital Management CA | 8,009 | 8,017 | +8 | +0.10% |
Evanson Asset Management LLC | 1,158,665 | 1,159,770 | +1,105 | +0.10% |
Curi Capital | 17,946 | 17,964 | +18 | +0.10% |
WMG Financial Advisors LLC | 14,736 | 14,748 | +12 | +0.08% |
Whittier Trust Co. | 12,629 | 12,636 | +7 | +0.06% |
American Investment Services Inc. | 173,844 | 173,947 | +103 | +0.06% |
CPA Asset Management LLC | 14,828 | 14,837 | +9 | +0.06% |
Columbia Advisory Partners LLC | 10,640 | 10,644 | +4 | +0.04% |
Verus Financial Partners Inc. | 6,239 | 6,241 | +2 | +0.03% |
JFS Wealth Advisors LLC | 23,784 | 23,789 | +5 | +0.02% |
Falcon Wealth Planning | 15,519 | 15,522 | +3 | +0.02% |
25 LLC | 25,658 | 25,664 | +6 | +0.02% |
US Bancorp DE | 38,735 | 38,738 | +3 | +0.01% |
Parkside Financial Bank & Trust | 9,198 | 9,199 | +1 | +0.01% |
Warren Averett Asset Management LLC | 14,343 | 14,344 | +1 | +0.01% |
13F Filers Reporting New Positions In DFAT | ||||
Principal Securities Inc. | 0 | 18,345 | +18,345 | +100% |
Thrivent Financial for Lutherans | 0 | 51,549 | +51,549 | +100% |
National Bank of Canada FI | 0 | 2,910 | +2,910 | +100% |
D. E. Shaw & Co. Inc. | 0 | 4,378 | +4,378 | +100% |
Clifford Swan Investment Counsel LLC | 0 | 4,302 | +4,302 | +100% |
Peapack Gladstone Financial Corp | 0 | 17,480 | +17,480 | +100% |
Pinnacle Financial Partners Inc. | 0 | 10,079 | +10,079 | +100% |
Logan Capital Management Inc. | 0 | 0 | UNCH | 100% |
AQR Capital Management LLC | 0 | 8,584 | +8,584 | +100% |
Balyasny Asset Management LLC | 0 | 48,512 | +48,512 | +100% |
BBR Partners LLC | 0 | 15,514 | +15,514 | +100% |
Vision Capital Management Inc. | 0 | 6,203 | +6,203 | +100% |
Sigma Planning Corp | 0 | 10,340 | +10,340 | +100% |
Neuberger Berman Group LLC | 0 | 4,155 | +4,155 | +100% |
Institute for Wealth Management LLC. | 0 | 4,263 | +4,263 | +100% |
Prospera Financial Services Inc | 0 | 27,880 | +27,880 | +100% |
Bartlett & Co. LLC | 0 | 10,309 | +10,309 | +100% |
Eqis Capital Management Inc. | 0 | 60,908 | +60,908 | +100% |
Advisory Services Network LLC | 0 | 2,394 | +2,394 | +100% |
Perigon Wealth Management LLC | 0 | 9,011 | +9,011 | +100% |
Brookstone Capital Management | 0 | 4,594 | +4,594 | +100% |
Richardson Capital Management LLC | 0 | 420 | +420 | +100% |
Mason Investment Advisory Services Inc. | 0 | 117,734 | +117,734 | +100% |
Steele Capital Management Inc. | 0 | 4,193 | +4,193 | +100% |
D Orazio & Associates Inc. | 0 | 3,983 | +3,983 | +100% |
Well Done LLC | 0 | 5,888 | +5,888 | +100% |
Jacobi Capital Management LLC | 0 | 4,106 | +4,106 | +100% |
Resources Investment Advisors LLC. | 0 | 69,278 | +69,278 | +100% |
Pettinga Financial Advisors LLC | 0 | 3,956 | +3,956 | +100% |
Mokosak Advisory Group LLC | 0 | 4,099 | +4,099 | +100% |
WealthShield Partners LLC | 0 | 304 | +304 | +100% |
We Are One Seven LLC | 0 | 12,089 | +12,089 | +100% |
USAdvisors Wealth Management LLC | 0 | 3,963 | +3,963 | +100% |
Main Street Financial Solutions LLC | 0 | 14,128 | +14,128 | +100% |
SilverOak Wealth Management LLC | 0 | 4,638 | +4,638 | +100% |
Semmax Financial Advisors Inc. | 0 | 120 | +120 | +100% |
Tranquility Partners LLC | 0 | 4,258 | +4,258 | +100% |
Evoke Wealth LLC | 0 | 12,041 | +12,041 | +100% |
Archer Investment Corp | 0 | 35 | +35 | +100% |
Procyon Private Wealth Partners LLC | 0 | 5,064 | +5,064 | +100% |
Tempus Wealth Planning LLC | 0 | 31,173 | +31,173 | +100% |
International Assets Investment Management LLC | 0 | 43,277 | +43,277 | +100% |
Advisor Resource Council | 0 | 12,981 | +12,981 | +100% |
Bordeaux Wealth Advisors LLC | 0 | 7,464 | +7,464 | +100% |
Iron Horse Wealth Management LLC | 0 | 84 | +84 | +100% |
Coulter & Justus Financial Services LLC | 0 | 7,303 | +7,303 | +100% |
Rollins Financial Advisors LLC | 0 | 18,829 | +18,829 | +100% |
Whalen Wealth Management Inc. | 0 | 5,542 | +5,542 | +100% |
Wedmont Private Capital | 0 | 9,801 | +9,801 | +100% |
EdgeRock Capital LLC | 0 | 2,305 | +2,305 | +100% |
Cook Wealth Management Group LLC | 0 | 209,200 | +209,200 | +100% |
Axxcess Wealth Management LLC | 0 | 6,743 | +6,743 | +100% |
Cladis Investment Advisory LLC | 0 | 4,079 | +4,079 | +100% |
SageView Advisory Group LLC | 0 | 6,296 | +6,296 | +100% |
Glassy Mountain Advisors Inc. | 0 | 150,061 | +150,061 | +100% |
Signature Resources Capital Management LLC | 0 | 508 | +508 | +100% |
Lodestone Wealth Management LLC | 0 | 7,151 | +7,151 | +100% |
Fortitude Family Office LLC | 0 | 21,758 | +21,758 | +100% |
Fiduciary Alliance LLC | 0 | 3,935 | +3,935 | +100% |
EnRich Financial Partners LLC | 0 | 487,787 | +487,787 | +100% |
Northern Financial Advisors Inc | 0 | 4,293 | +4,293 | +100% |
Core Wealth Management Inc. | 0 | 4,025 | +4,025 | +100% |
Monument Group Wealth Advisors LLC | 0 | 8,981 | +8,981 | +100% |
Main Street Group LTD | 0 | 83 | +83 | +100% |
Flagstone Financial Management | 0 | 4,113 | +4,113 | +100% |
Fischer Investment Strategies LLC | 0 | 10,095 | +10,095 | +100% |
Nemes Rush Group LLC | 0 | 7 | +7 | +100% |
Aspect Partners LLC | 0 | 214 | +214 | +100% |
Midland Wealth Advisors LLC | 0 | 5,418 | +5,418 | +100% |
LongView Wealth Management | 0 | 4,300 | +4,300 | +100% |
DiNuzzo Private Wealth Inc. | 0 | 149,971 | +149,971 | +100% |
Frazier Financial Advisors LLC | 0 | 5,126 | +5,126 | +100% |
Keener Financial Planning LLC | 0 | 5,279 | +5,279 | +100% |
Financial Symmetry Inc | 0 | 6,976 | +6,976 | +100% |
Towneley Capital Management Inc DE | 0 | 5,097 | +5,097 | +100% |
Physician Wealth Solutions Inc. | 0 | 61,067 | +61,067 | +100% |
Valued Wealth Advisors LLC | 0 | 302,824 | +302,824 | +100% |
Trust Co of the South | 0 | 1,911,319 | +1,911,319 | +100% |
Peirce Capital Management LLC | 0 | 21,731 | +21,731 | +100% |
MB Generational Wealth LLC | 0 | 20,795 | +20,795 | +100% |
Wetzel Investment Advisors Inc. | 0 | 200 | +200 | +100% |
Bear Mountain Capital Inc. | 0 | 288 | +288 | +100% |
Bartlett & CO. Wealth Management LLC | 0 | 10,309 | +10,309 | +100% |
Smartleaf Asset Management LLC | 0 | 15,132 | +15,132 | +100% |
OMNI 360 Wealth Inc. | 0 | 104,137 | +104,137 | +100% |
Sterling Wealth Management Inc. | 0 | 147,582 | +147,582 | +100% |
Long Island Wealth Management Inc. | 0 | 26,438 | +26,438 | +100% |
Efficient Frontier Advisors LLC | 0 | 557,867 | +557,867 | +100% |
Clarity Capital Advisors LLC | 0 | 4,634 | +4,634 | +100% |
Mustard Seed Financial LLC | 0 | 5,204 | +5,204 | +100% |
Private Wealth Management Group LLC | 0 | 91,503 | +91,503 | +100% |
Keyes Stange & Wooten Wealth Management LLC | 0 | 270,707 | +270,707 | +100% |
Pathstone Holdings LLC | 0 | 432,666 | +432,666 | +100% |
Elevate Wealth Advisory Inc. | 0 | 41,472 | +41,472 | +100% |
Vannoy Advisory Group Inc. | 0 | 18,890 | +18,890 | +100% |
FF Advisors LLC | 0 | 3,868 | +3,868 | +100% |
Able Wealth Management LLC | 0 | 79 | +79 | +100% |
Pineridge Advisors LLC | 0 | 191 | +191 | +100% |
Great Oak Capital Partners LLC | 0 | 933,811 | +933,811 | +100% |
ARK & TLK Investments LLC | 0 | 58,876 | +58,876 | +100% |
Abel Hall LLC | 0 | 38,737 | +38,737 | +100% |
13F Filers With Unchanged Share Count | ||||
CENTRAL TRUST Co | 1,301 | 1,301 | UNCH | 0.00% |
Rowland & Co. Investment Counsel ADV | 6,748 | 6,748 | UNCH | 0.00% |
Caldwell Sutter Capital Inc. | 112 | 112 | UNCH | 0.00% |
Valley National Advisers Inc. | 828 | 828 | UNCH | 0.00% |
Montag A & Associates Inc. | 29,849 | 29,849 | UNCH | 0.00% |
ST Germain D J Co. Inc. | 7,099 | 7,099 | UNCH | 0.00% |
Trustmark National Bank Trust Department | 16,080 | 16,080 | UNCH | 0.00% |
Ferguson Wellman Capital Management Inc. | 11,787 | 11,787 | UNCH | 0.00% |
Salem Investment Counselors Inc. | 50 | 50 | UNCH | 0.00% |
Davis R M Inc. | 4,990 | 4,990 | UNCH | 0.00% |
UMB Bank N A MO | 2,247 | 2,247 | UNCH | 0.00% |
Stephenson National Bank & Trust | 711 | 711 | UNCH | 0.00% |
Sand Hill Global Advisors LLC | 10,068 | 10,068 | UNCH | 0.00% |
Acorn Financial Advisory Services Inc. ADV | 6,391 | 6,391 | UNCH | 0.00% |
Amarillo National Bank | 5,455 | 5,455 | UNCH | 0.00% |
Evermay Wealth Management LLC | 170 | 170 | UNCH | 0.00% |
Baker Boyer National Bank | 9,079 | 9,079 | UNCH | 0.00% |
Mitchell Capital Management Co. | 6,036 | 6,036 | UNCH | 0.00% |
Keybank National Association OH | 14,486 | 14,486 | UNCH | 0.00% |
C M Bidwell & Associates Ltd. | 3,176 | 3,176 | UNCH | 0.00% |
Moneta Group Investment Advisors LLC | 24,721 | 24,721 | UNCH | 0.00% |
Wedbush Securities Inc. | 6,575 | 6,575 | UNCH | 0.00% |
Greenleaf Trust | 5,547 | 5,547 | UNCH | 0.00% |
Wetherby Asset Management Inc. | 9,046 | 9,046 | UNCH | 0.00% |
Regions Financial Corp | 139,668 | 139,668 | UNCH | 0.00% |
Basso Capital Management L.P. | 20,303 | 20,303 | UNCH | 0.00% |
Motco | 2,352 | 2,352 | UNCH | 0.00% |
BOK Financial Private Wealth Inc. | 3,635 | 3,635 | UNCH | 0.00% |
Acropolis Investment Management LLC | 3,874 | 3,874 | UNCH | 0.00% |
RMB Capital Management LLC | 10,646 | 10,646 | UNCH | 0.00% |
Founders Financial Securities LLC | 5,747 | 5,747 | UNCH | 0.00% |
Liberty Capital Management Inc. | 10,305 | 10,305 | UNCH | 0.00% |
Dorsey & Whitney Trust CO LLC | 12,410 | 12,410 | UNCH | 0.00% |
Strategic Financial Services Inc | 10,714 | 10,714 | UNCH | 0.00% |
STA Wealth Management LLC | 11,099 | 11,099 | UNCH | 0.00% |
Sensible Financial Planning & Management LLC. | 16,608 | 16,608 | UNCH | 0.00% |
JNBA Financial Advisors | 200 | 200 | UNCH | 0.00% |
Murphy Pohlad Asset Management LLC | 14,893 | 14,893 | UNCH | 0.00% |
Capital Investment Advisors LLC | 14,631 | 14,631 | UNCH | 0.00% |
Miracle Mile Advisors LLC | 7,647 | 7,647 | UNCH | 0.00% |
Oakworth Capital Inc. | 22,759 | 22,759 | UNCH | 0.00% |
Fort Point Capital Partners LLC | 10,558 | 10,558 | UNCH | 0.00% |
Peavine Capital LLC | 5,188 | 5,188 | UNCH | 0.00% |
HWG Holdings LP | 2,976 | 2,976 | UNCH | 0.00% |
IPG Investment Advisors LLC | 5,648 | 5,648 | UNCH | 0.00% |
Ironwood Financial llc | 4,801 | 4,801 | UNCH | 0.00% |
Dakota Wealth Management | 18,311 | 18,311 | UNCH | 0.00% |
Sunbelt Securities Inc. | 1,036 | 1,036 | UNCH | 0.00% |
Glassman Wealth Services | 2,054 | 2,054 | UNCH | 0.00% |
CWA Asset Management Group LLC | 9,119 | 9,119 | UNCH | 0.00% |
Nicholas Hoffman & Company LLC. | 19,180 | 19,180 | UNCH | 0.00% |
Mascoma Wealth Management LLC | 675 | 675 | UNCH | 0.00% |
GenTrust LLC | 11,082 | 11,082 | UNCH | 0.00% |
Verdence Capital Advisors LLC | 117,335 | 117,335 | UNCH | 0.00% |
WoodTrust Financial Corp | 10,993 | 10,993 | UNCH | 0.00% |
PrairieView Partners LLC | 6,480 | 6,480 | UNCH | 0.00% |
Gryphon Financial Partners LLC | 4,686 | 4,686 | UNCH | 0.00% |
Qube Research & Technologies Ltd | 3,200 | 3,200 | UNCH | 0.00% |
Investors Research Corp | 2,238 | 2,238 | UNCH | 0.00% |
Financial Gravity Asset Management Inc. | 4,294 | 4,294 | UNCH | 0.00% |
Facet Wealth Inc. | 5,420 | 5,420 | UNCH | 0.00% |
MBM Wealth Consultants LLC | 7,591 | 7,591 | UNCH | 0.00% |
Apollon Wealth Management LLC | 17,498 | 17,498 | UNCH | 0.00% |
Salomon & Ludwin LLC | 1,721 | 1,721 | UNCH | 0.00% |
Secure Asset Management LLC | 9,100 | 9,100 | UNCH | 0.00% |
S.A. Mason LLC | 2,829 | 2,829 | UNCH | 0.00% |
Key Financial Inc | 4,521 | 4,521 | UNCH | 0.00% |
Tobias Financial Advisors Inc. | 27,674 | 27,674 | UNCH | 0.00% |
CVA Family Office LLC | 12,575 | 12,575 | UNCH | 0.00% |
Mine & Arao Wealth Creation & Management LLC. | 1,656 | 1,656 | UNCH | 0.00% |
Center for Financial Planning Inc. | 2,100 | 2,100 | UNCH | 0.00% |
AWM Capital LLC | 7,302 | 7,302 | UNCH | 0.00% |
U.S. Capital Wealth Advisors LLC | 15,199 | 15,199 | UNCH | 0.00% |
Bull Oak Capital LLC | 2,874 | 2,874 | UNCH | 0.00% |
IAG Wealth Partners LLC | 189 | 189 | UNCH | 0.00% |
Hemington Wealth Management | 10,482 | 10,482 | UNCH | 0.00% |
Foster Group Inc. | 536,513 | 536,513 | UNCH | 0.00% |
Collective Family Office LLC | 5,658 | 5,658 | UNCH | 0.00% |
Sittner & Nelson LLC | 939 | 939 | UNCH | 0.00% |
Lauer Wealth LLC | 28,020 | 28,020 | UNCH | 0.00% |
Five Oceans Advisors | 11,135 | 11,135 | UNCH | 0.00% |
Heritage Investment Group Inc. | 33,879 | 33,879 | UNCH | 0.00% |
SJS Investment Consulting Inc. | 4,767 | 4,767 | UNCH | 0.00% |
Helen Stephens Group LLC | 5,448 | 5,448 | UNCH | 0.00% |
Geometric Wealth Advisors | 7,629 | 7,629 | UNCH | 0.00% |
DBK Financial Counsel LLC | 7,150 | 7,150 | UNCH | 0.00% |
Tcwp LLC | 11,789 | 11,789 | UNCH | 0.00% |
BCR Wealth Strategies LLC | 12,917 | 12,917 | UNCH | 0.00% |
Red Tortoise LLC | 3,175 | 3,175 | UNCH | 0.00% |
Paragon Financial Partners Inc. | 5,082 | 5,082 | UNCH | 0.00% |
Greenspring Advisors LLC | 8,549 | 8,549 | UNCH | 0.00% |
Angeles Wealth Management LLC | 738 | 738 | UNCH | 0.00% |
Armstrong Advisory Group Inc. | 412 | 412 | UNCH | 0.00% |
Ritter Daniher Financial Advisory LLC DE | 1,517 | 1,517 | UNCH | 0.00% |
Colonial Trust Co SC | 1,000 | 1,000 | UNCH | 0.00% |
Goldstein Advisors LLC | 5,310 | 5,310 | UNCH | 0.00% |
Arista Wealth Management LLC | 9,636 | 9,636 | UNCH | 0.00% |
Financial Alternatives Inc | 4,946 | 4,946 | UNCH | 0.00% |
Yoder Wealth Management Inc. | 5,541 | 5,541 | UNCH | 0.00% |
RAM Investment Partners LLC | 11,936 | 11,936 | UNCH | 0.00% |
CGC Financial Services LLC | 942 | 942 | UNCH | 0.00% |
13F Filers Decreasing DFAT Share Count | ||||
Strategic Investment Solutions Inc. IL | 6,530,678 | 239,543 | -6,291,135 | -96.33% |
Castleview Partners LLC | 1,106 | 168 | -938 | -84.81% |
Parallel Advisors LLC | 922 | 219 | -703 | -76.25% |
Bessemer Group Inc. | 11,420 | 2,738 | -8,682 | -76.02% |
Advisor Group Holdings Inc. | 373,047 | 90,854 | -282,193 | -75.65% |
United Capital Financial Advisers LLC | 85,943 | 21,001 | -64,942 | -75.56% |
AlphaCore Capital LLC | 9,062 | 2,456 | -6,606 | -72.90% |
tru Independence LLC | 35,029 | 10,194 | -24,835 | -70.90% |
Renaissance Technologies LLC | 15,400 | 5,500 | -9,900 | -64.29% |
Flow Traders U.S. LLC | 28,911 | 10,757 | -18,154 | -62.79% |
Mutual Advisors LLC | 52,105 | 20,240 | -31,865 | -61.16% |
Geneos Wealth Management Inc. | 18,377 | 10,127 | -8,250 | -44.89% |
Cypress Point Wealth Management LLC | 187,470 | 104,433 | -83,037 | -44.29% |
McKinley Carter Wealth Services Inc. | 246,131 | 139,068 | -107,063 | -43.50% |
Olistico Wealth LLC | 22,643 | 14,252 | -8,391 | -37.06% |
Tortoise Investment Management LLC | 8,473 | 5,473 | -3,000 | -35.41% |
Integrated Wealth Concepts LLC | 40,448 | 28,324 | -12,124 | -29.97% |
The PNC Financial Services Group Inc. | 3,407 | 2,407 | -1,000 | -29.35% |
Truvestments Capital LLC | 1,006 | 718 | -288 | -28.63% |
Baker Tilly Financial LLC | 19,604 | 14,494 | -5,110 | -26.07% |
Atria Wealth Solutions Inc. | 18,731 | 13,875 | -4,856 | -25.92% |
Meritas Wealth Management LLC | 640,961 | 476,441 | -164,520 | -25.67% |
Intelligent Financial Strategies | 1,819 | 1,376 | -443 | -24.35% |
Bank of Montreal Can | 32,895 | 25,334 | -7,561 | -22.99% |
Baird Financial Group Inc. | 570,464 | 440,425 | -130,039 | -22.80% |
Dfpg Investments LLC | 32,209 | 24,998 | -7,211 | -22.39% |
QRG Capital Management Inc. | 4,999 | 3,898 | -1,101 | -22.02% |
Citizens Financial Group Inc RI | 7,507 | 5,893 | -1,614 | -21.50% |
Cresset Asset Management LLC | 131,182 | 103,531 | -27,651 | -21.08% |
Concord Wealth Partners | 2,593 | 2,073 | -520 | -20.05% |
Two Sigma Investments LP | 36,600 | 29,400 | -7,200 | -19.67% |
Providence Capital Advisors LLC | 1,643 | 1,329 | -314 | -19.11% |
FinDec Wealth Services Inc. | 140,207 | 114,152 | -26,055 | -18.58% |
Sontag Advisory LLC | 6,985 | 5,792 | -1,193 | -17.08% |
True Wealth Design LLC | 91,064 | 75,899 | -15,165 | -16.65% |
D.A. Davidson & CO. | 137,721 | 115,978 | -21,743 | -15.79% |
Argent Trust Co | 4,490 | 3,847 | -643 | -14.32% |
Dopkins Wealth Management LLC | 378,920 | 324,975 | -53,945 | -14.24% |
City State Bank | 78,287 | 67,180 | -11,107 | -14.19% |
Schubert & Co | 36,799 | 31,793 | -5,006 | -13.60% |
O Shaughnessy Asset Management LLC | 12,524 | 10,828 | -1,696 | -13.54% |
Orion Portfolio Solutions LLC | 62,708 | 55,664 | -7,044 | -11.23% |
IHT Wealth Management LLC | 36,144 | 32,089 | -4,055 | -11.22% |
Buckingham Strategic Partners | 3,018,185 | 2,693,162 | -325,023 | -10.77% |
CarsonAllaria Wealth Management Ltd. | 33,919 | 30,326 | -3,593 | -10.59% |
Atlas Capital Advisors LLC | 5,589 | 5,014 | -575 | -10.29% |
KM Capital Management Ltd. | 7,481 | 6,742 | -739 | -9.88% |
Janney Montgomery Scott LLC | 12,965 | 11,685 | -1,280 | -9.87% |
Financial Connections Group Inc. | 1,340 | 1,209 | -131 | -9.78% |
Wealthstream Advisors Inc. | 89,318 | 82,449 | -6,869 | -7.69% |
Integrated Advisors Network LLC | 12,036 | 11,123 | -913 | -7.59% |
RFG Advisory LLC | 132,062 | 122,306 | -9,756 | -7.39% |
RSM US Wealth Management LLC | 561,355 | 522,237 | -39,118 | -6.97% |
Safeguard Investment Advisory Group LLC | 23,601 | 21,973 | -1,628 | -6.90% |
Lakeshore Financial Planning Inc. | 314,015 | 292,678 | -21,337 | -6.79% |
Efficient Advisors LLC | 68,091 | 63,607 | -4,484 | -6.59% |
Studio Investment Management LLC | 16,480 | 15,415 | -1,065 | -6.46% |
Lido Advisors LLC | 6,957 | 6,527 | -430 | -6.18% |
MBB Public Markets I LLC | 1,301,058 | 1,222,870 | -78,188 | -6.01% |
Wealthcare Advisory Partners LLC | 25,616 | 24,094 | -1,522 | -5.94% |
Monticello Wealth Management LLC | 113,385 | 106,829 | -6,556 | -5.78% |
Mosaic Family Wealth Partners LLC | 353,018 | 333,231 | -19,787 | -5.61% |
WorthPointe LLC | 51,465 | 48,641 | -2,824 | -5.49% |
TIAA Trust National Association | 24,708 | 23,358 | -1,350 | -5.46% |
Schoolcraft Capital LLC | 115,049 | 108,797 | -6,252 | -5.43% |
Global Trust Asset Management LLC | 10,762 | 10,182 | -580 | -5.39% |
Captrust Financial Advisors | 151,758 | 143,769 | -7,989 | -5.26% |
GUNN & Co INVESTMENT MANAGEMENT INC. | 12,921 | 12,271 | -650 | -5.03% |
Merriman Wealth Management LLC | 908,831 | 863,131 | -45,700 | -5.03% |
Smith Chas P & Associates PA Cpas | 12,921 | 12,271 | -650 | -5.03% |
Harbour Investments Inc. | 2,237 | 2,125 | -112 | -5.01% |
Disciplined Investments LLC | 102,265 | 97,205 | -5,060 | -4.95% |
Private Ocean LLC | 2,291 | 2,188 | -103 | -4.50% |
BKD Wealth Advisors LLC | 949,527 | 907,505 | -42,022 | -4.43% |
Visionary Wealth Advisors | 246,812 | 236,434 | -10,378 | -4.20% |
Cambridge Investment Research Advisors Inc. | 657,726 | 630,717 | -27,009 | -4.11% |
Lam Group Inc. | 33,041 | 31,709 | -1,332 | -4.03% |
McGlone Suttner Wealth Management Inc. | 13,171 | 12,642 | -529 | -4.02% |
Melfa Wealth Management LLC | 25,659 | 24,628 | -1,031 | -4.02% |
Wealth Enhancement Advisory Services LLC | 2,313,971 | 2,229,769 | -84,202 | -3.64% |
Advisory Services & Investments LLC | 16,338 | 15,746 | -592 | -3.62% |
Quantum Financial Advisors LLC | 355,817 | 344,036 | -11,781 | -3.31% |
Moisand Fitzgerald Tamayo LLC | 230,888 | 223,425 | -7,463 | -3.23% |
Castle Wealth Management LLC | 6,484 | 6,284 | -200 | -3.08% |
Pinnacle Bank | 18,137 | 17,579 | -558 | -3.08% |
Aurum Wealth Management Group LLC | 40,679 | 39,445 | -1,234 | -3.03% |
Root Financial Partners LLC | 27,640 | 26,821 | -819 | -2.96% |
IFP Advisors Inc | 4,479 | 4,349 | -130 | -2.90% |
Plante Moran Financial Advisors LLC | 14,403 | 13,986 | -417 | -2.90% |
Claris Advisors LLC MO | 81,633 | 79,287 | -2,346 | -2.87% |
Libra Wealth LLC | 302,280 | 293,752 | -8,528 | -2.82% |
Watershed Private Wealth LLC | 112,338 | 109,208 | -3,130 | -2.79% |
Fifth Third Bancorp | 9,609 | 9,346 | -263 | -2.74% |
Bridgewater Advisors Inc. | 39,446 | 38,379 | -1,067 | -2.70% |
Glass Jacobson Investment Advisors llc | 37,338 | 36,336 | -1,002 | -2.68% |
Pacifica Partners Inc. | 4,340 | 4,224 | -116 | -2.67% |
Sanctuary Wealth Management L.L.C. | 23,155 | 22,537 | -618 | -2.67% |
Measured Wealth Private Client Group LLC | 33,723 | 32,834 | -889 | -2.64% |
Certified Advisory Corp | 46,656 | 45,432 | -1,224 | -2.62% |
Planning Center Inc. | 440,077 | 428,690 | -11,387 | -2.59% |
Allworth Financial LP | 525,162 | 511,535 | -13,627 | -2.59% |
Modera Wealth Management LLC | 911,958 | 888,385 | -23,573 | -2.58% |
Red Lighthouse Investment Management LLC | 109,206 | 106,405 | -2,801 | -2.56% |
NCM Capital Management LLC | 12,033 | 11,728 | -305 | -2.53% |
Jackson Thornton Asset Management LLC | 2,586,641 | 2,521,795 | -64,846 | -2.51% |
Aptus Capital Advisors LLC | 11,172 | 10,905 | -267 | -2.39% |
TCI Wealth Advisors Inc. | 551,763 | 538,685 | -13,078 | -2.37% |
AdvisorNet Financial Inc | 60,348 | 58,920 | -1,428 | -2.37% |
Truepoint Inc. | 1,661,807 | 1,625,009 | -36,798 | -2.21% |
Rather & Kittrell Inc. | 144,781 | 141,843 | -2,938 | -2.03% |
Abacus Wealth Partners LLC | 1,285,543 | 1,259,673 | -25,870 | -2.01% |
BlueSky Wealth Advisors LLC | 262,079 | 256,936 | -5,143 | -1.96% |
Lauterbach Financial Advisors LLC | 431,412 | 423,021 | -8,391 | -1.95% |
TFO TDC LLC | 440,197 | 432,007 | -8,190 | -1.86% |
Level Financial Advisors Inc. | 78,432 | 77,015 | -1,417 | -1.81% |
Rehmann Capital Advisory Group | 32,028 | 31,458 | -570 | -1.78% |
GEM Asset Management LLC | 6,149 | 6,041 | -108 | -1.76% |
Beaird Harris Wealth Management LLC | 560,900 | 551,464 | -9,436 | -1.68% |
Dynamic Advisor Solutions LLC | 12,319 | 12,115 | -204 | -1.66% |
ShankerValleau Wealth Advisors Inc. | 192,469 | 189,435 | -3,034 | -1.58% |
LPL Financial LLC | 669,641 | 659,206 | -10,435 | -1.56% |
Legacy Financial Group Inc. | 170,407 | 167,770 | -2,637 | -1.55% |
Total Wealth Planning LLC | 70,975 | 69,905 | -1,070 | -1.51% |
Cherry Tree Wealth Management LLC | 110,596 | 108,935 | -1,661 | -1.50% |
RS Crum Inc. | 288,521 | 284,372 | -4,149 | -1.44% |
Vista Wealth Management Group LLC | 312,469 | 308,000 | -4,469 | -1.43% |
Websterrogers Financial Advisors LLC | 31,397 | 30,960 | -437 | -1.39% |
Index Fund Advisors Inc. | 7,952,829 | 7,843,529 | -109,300 | -1.37% |
Delap Wealth Advisory LLC | 49,570 | 48,980 | -590 | -1.19% |
Kraft Asset Management LLC | 544,776 | 538,496 | -6,280 | -1.15% |
Aspiriant LLC | 180,859 | 178,801 | -2,058 | -1.14% |
Liberty Wealth Management LLC | 144,744 | 143,208 | -1,536 | -1.06% |
RTD Financial Advisors Inc. | 87,363 | 86,443 | -920 | -1.05% |
Meredith Wealth Planning | 19,974 | 19,769 | -205 | -1.03% |
Soundmark Wealth Management LLC | 85,331 | 84,460 | -871 | -1.02% |
TFC Financial Management | 548,851 | 543,653 | -5,198 | -0.95% |
Quarry Hill Advisors LLC | 27,451 | 27,194 | -257 | -0.94% |
Buckingham Strategic Wealth LLC | 12,816,287 | 12,695,192 | -121,095 | -0.94% |
Klingman & Associates LLC | 62,871 | 62,289 | -582 | -0.93% |
Clear Investment Research LLC | 2,157 | 2,138 | -19 | -0.88% |
Global Retirement Partners LLC | 2,310 | 2,290 | -20 | -0.87% |
Team Hewins LLC | 1,016,441 | 1,007,674 | -8,767 | -0.86% |
Diversified Portfolios Inc. | 79,320 | 78,641 | -679 | -0.86% |
Jentner Corp | 49,662 | 49,264 | -398 | -0.80% |
CAPROCK Group Inc. | 13,163 | 13,059 | -104 | -0.79% |
Resource Consulting Group Inc. | 1,584,845 | 1,572,359 | -12,486 | -0.79% |
HTG Investment Advisors Inc. | 7,385 | 7,328 | -57 | -0.77% |
Austin Asset Management Co Inc | 182,462 | 181,054 | -1,408 | -0.77% |
MAI Capital Management | 115,018 | 114,140 | -878 | -0.76% |
Mission Wealth Management LP | 23,498 | 23,326 | -172 | -0.73% |
Hill Investment Group Partners LLC | 658,290 | 653,605 | -4,685 | -0.71% |
Cetera Investment Advisers | 283,238 | 281,436 | -1,802 | -0.64% |
Symmetry Partners LLC | 217,387 | 216,007 | -1,380 | -0.63% |
Keb Asset Management LLC | 634,910 | 631,058 | -3,852 | -0.61% |
Plancorp LLC | 1,723,001 | 1,713,038 | -9,963 | -0.58% |
Cardiff Park Advisors LLC | 336,639 | 334,832 | -1,807 | -0.54% |
Keebeck Wealth Management LLC | 17,670 | 17,580 | -90 | -0.51% |
ZRC Wealth Management LLC | 27,273 | 27,142 | -131 | -0.48% |
RF&L Wealth Management LLC | 302,586 | 301,323 | -1,263 | -0.42% |
SOL Capital Management CO | 48,743 | 48,543 | -200 | -0.41% |
Bayshore Asset Management LLC | 897,570 | 894,161 | -3,409 | -0.38% |
Northwest Wealth Management LLC | 140,077 | 139,660 | -417 | -0.30% |
HighTower Advisors LLC | 562,537 | 560,868 | -1,669 | -0.30% |
Mattern Wealth Management LLC | 40,105 | 39,993 | -112 | -0.28% |
Cassady Schiller Wealth Management LLC | 37,488 | 37,400 | -88 | -0.23% |
Stratos Wealth Partners LTD. | 119,427 | 119,151 | -276 | -0.23% |
Capital Performance Advisors LLP | 828,059 | 827,393 | -666 | -0.08% |
G2 Capital Management LLC OH | 257,521 | 257,339 | -182 | -0.07% |
Rappaport Reiches Capital Management LLC | 12,185 | 12,178 | -7 | -0.06% |
McLean Asset Management Corp | 258,641 | 258,548 | -93 | -0.04% |
Gibson Capital LLC | 101,933 | 101,888 | -45 | -0.04% |
13F Filers Exiting DFAT | ||||
TFB Advisors LLC | 6,176 | 0 | -6,176 | -100.00% |
Evolution Advisers Inc. | 15 | 0 | -15 | -100.00% |
Ameritas Advisory Services LLC | 16,852 | 0 | -16,852 | -100.00% |
Revisor Wealth Management LLC | 7,866 | 0 | -7,866 | -100.00% |
Lifeworks Advisors LLC | 6,285 | 0 | -6,285 | -100.00% |
3D L Capital Management LLC | 62,044 | 0 | -62,044 | -100.00% |
Garrett Investment Advisors LLC | 4,559 | 0 | -4,559 | -100.00% |
Cary Street Partners Investment Advisory LLC | 3,353 | 0 | -3,353 | -100.00% |
Taddei Ludwig & Associates Inc. | 3,513 | 0 | -3,513 | -100.00% |
Patriot Financial Group Insurance Agency LLC | 45,658 | 0 | -45,658 | -100.00% |
Tower Research Capital LLC TRC | 4,485 | 0 | -4,485 | -100.00% |
Two Sigma Securities LLC | 5,358 | 0 | -5,358 | -100.00% |
Citadel Advisors LLC | 53,361 | 0 | -53,361 | -100.00% |
Van Den Berg Management I Inc. | 103 | 0 | -103 | -100.00% |
Cambridge Trust Co. | 233 | 0 | -233 | -100.00% |
Pittenger & Anderson Inc. | 419 | 0 | -419 | -100.00% |
See Summary: Institutional Holders of DFAT
See Details: Top 10 Hedge Funds Holding DFAT