 |
|
|
On this page, we present all of the funds holding DFAS from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding DFAS, with a link to that fund's top holdings. The next columns
indicate the amount of DFAS stock held by each of the funds holding DFAS, followed by the DFAS position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 572 funds holding DFAS within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by TFO TDC LLC. For more details on the positions held by TFO TDC LLC
(or by any of the other funds holding DFAS), click the fund name in the "Holder" column of the funds-holding-DFAS table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 TFO TDC LLC | 133,805 | $7,977,474 | 12/31/2023 | | DFAS | 133,805 | $7,977,474 | 12/31/2023 | | Creative Planning | 10,700,799 | $637,982 | 12/31/2023 | | DFAS | 10,700,799 | $637,982 | 12/31/2023 | | Index Fund Advisors Inc. | 6,821,804 | $406,716 | 12/31/2023 | | DFAS | 6,821,804 | $406,716 | 12/31/2023 | | Northern Trust Corp | 6,013,693 | $358,536 | 12/31/2023 | | DFAS | 6,013,693 | $358,536 | 12/31/2023 | | Bank of America Corp DE | 3,990,727 | $237,927 | 12/31/2023 | | DFAS | 3,990,727 | $237,927 | 12/31/2023 | | Alaska Permanent Fund Corp | 2,703,619 | $168,544 | 03/31/2024 | | DFAS | 2,703,619 | $168,544 | 03/31/2024 | | Buckingham Strategic Wealth LLC | 2,614,543 | $155,879 | 12/31/2023 | | DFAS | 2,614,543 | $155,879 | 12/31/2023 | | Envestnet Asset Management Inc. | 2,325,209 | $138,629 | 12/31/2023 | | DFAS | 2,325,209 | $138,629 | 12/31/2023 | | TCI Wealth Advisors Inc. | 2,104,887 | $125,493 | 12/31/2023 | | DFAS | 2,104,887 | $125,493 | 12/31/2023 | | ARK & TLK Investments LLC | 1,965,595 | $117,189 | 12/31/2023 | | DFAS | 1,965,595 | $117,189 | 12/31/2023 | | Plancorp LLC | 1,508,933 | $89,963 | 12/31/2023 | | DFAS | 1,508,933 | $89,963 | 12/31/2023 | | Financial Counselors Inc. | 1,451,953 | $86,565 | 12/31/2023 | | DFAS | 1,451,953 | $86,565 | 12/31/2023 | | Mercer Global Advisors Inc. ADV | 1,365,151 | $81,390 | 12/31/2023 | | DFAS | 1,365,151 | $81,390 | 12/31/2023 | | Savant Capital LLC | 1,364,610 | $81,358 | 12/31/2023 | | DFAS | 1,364,610 | $81,358 | 12/31/2023 | | Pure Financial Advisors Inc. | 1,167,181 | $72,762 | 03/31/2024 | | DFAS | 1,167,181 | $72,762 | 03/31/2024 | | Resource Consulting Group Inc. | 1,053,036 | $62,782 | 12/31/2023 | | DFAS | 1,053,036 | $62,782 | 12/31/2023 | | Sageworth Trust Co | 983,906 | $61,337 | 03/31/2024 | | DFAS | 983,906 | $61,337 | 03/31/2024 | | Massmutual Trust Co. FSB ADV | 964,667 | $60,137 | 03/31/2024 | | DFAS | 964,667 | $60,137 | 03/31/2024 | | Beaird Harris Wealth Management LLC | 984,119 | $58,673 | 12/31/2023 | | DFAS | 984,119 | $58,673 | 12/31/2023 | | Evanson Asset Management LLC | 915,697 | $57,085 | 03/31/2024 | | DFAS | 915,697 | $57,085 | 03/31/2024 | | Moisand Fitzgerald Tamayo LLC | 840,043 | $52,368 | 03/31/2024 | | DFAS | 840,043 | $52,368 | 03/31/2024 | | First Command Advisory Services Inc. | 844,319 | $50,338 | 12/31/2023 | | DFAS | 844,319 | $50,338 | 12/31/2023 | | ML & R Wealth Management LLC | 751,964 | $44,832 | 12/31/2023 | | DFAS | 751,964 | $44,832 | 12/31/2023 | | Northwestern Mutual Wealth Management Co. | 739,938 | $44,115 | 12/31/2023 | | DFAS | 739,938 | $44,115 | 12/31/2023 | | DiNuzzo Private Wealth Inc. | 723,350 | $43,126 | 12/31/2023 | | DFAS | 723,350 | $43,126 | 12/31/2023 | | Stordahl Capital Management Inc. | 666,496 | $41,549 | 03/31/2024 | | DFAS | 666,496 | $41,549 | 03/31/2024 | | Confluence Wealth Services Inc. | 640,733 | $39,943 | 03/31/2024 | | DFAS | 640,733 | $39,943 | 03/31/2024 | | Vista Wealth Management Group LLC | 657,564 | $39,204 | 12/31/2023 | | DFAS | 657,564 | $39,204 | 12/31/2023 | | CI Private Wealth LLC | 649,229 | $38,707 | 12/31/2023 | | DFAS | 649,229 | $38,707 | 12/31/2023 | | Commonwealth Equity Services LLC | 649,051 | $38,696 | 12/31/2023 | | DFAS | 649,051 | $38,696 | 12/31/2023 | | Dixon Fnancial Services Inc. | 590,435 | $36,808 | 03/31/2024 | | DFAS | 590,435 | $36,808 | 03/31/2024 | | Brown Advisory Inc. | 584,555 | $36,441 | 03/31/2024 | | DFAS | 584,555 | $36,441 | 03/31/2024 | | Great Waters Wealth Management | 579,926 | $36,153 | 03/31/2024 | | DFAS | 579,926 | $36,153 | 03/31/2024 | | Bank of Montreal Can | 567,673 | $34,316 | 12/31/2023 | | DFAS | 567,673 | $34,316 | 12/31/2023 | | Foster Group Inc. | 523,094 | $32,610 | 03/31/2024 | | DFAS | 523,094 | $32,610 | 03/31/2024 | | Comerica Bank | 529,579 | $31,573 | 12/31/2023 | | DFAS | 529,579 | $31,573 | 12/31/2023 | | Austin Asset Management Co Inc | 486,126 | $30,305 | 03/31/2024 | | DFAS | 486,126 | $30,305 | 03/31/2024 | | LPL Financial LLC | 505,057 | $30,111 | 12/31/2023 | | DFAS | 505,057 | $30,111 | 12/31/2023 | | Heritage Investment Group Inc. | 489,910 | $29,208 | 12/31/2023 | | DFAS | 489,910 | $29,208 | 12/31/2023 | | UBS Group AG | 477,863 | $28,490 | 12/31/2023 | | DFAS | 477,863 | $28,490 | 12/31/2023 | | RSM US Wealth Management LLC | 466,130 | $27,791 | 12/31/2023 | | DFAS | 466,130 | $27,791 | 12/31/2023 | | Sequoia Financial Advisors LLC | 461,854 | $27,536 | 12/31/2023 | | DFAS | 461,854 | $27,536 | 12/31/2023 | | Chicago Partners Investment Group LLC | 462,778 | $27,494 | 03/31/2024 | | DFAS | 462,778 | $27,494 | 03/31/2024 | | Bouchey Financial Group Ltd | 434,646 | $27,096 | 03/31/2024 | | DFAS | 434,646 | $27,096 | 03/31/2024 | | Kwmg LLC | 419,825 | $26,172 | 03/31/2024 | | DFAS | 419,825 | $26,172 | 03/31/2024 | | Thrivent Financial for Lutherans | 408,302 | $24,343 | 12/31/2023 | | DFAS | 408,302 | $24,343 | 12/31/2023 | | BKD Wealth Advisors LLC | 374,928 | $23,373 | 03/31/2024 | | DFAS | 374,928 | $23,373 | 03/31/2024 | | Wealth Enhancement Advisory Services LLC | 367,269 | $22,896 | 03/31/2024 | | DFAS | 367,269 | $22,896 | 03/31/2024 | | First National Trust Co | 363,160 | $22,639 | 03/31/2024 | | DFAS | 363,160 | $22,639 | 03/31/2024 | | Modera Wealth Management LLC | 365,645 | $21,800 | 12/31/2023 | | DFAS | 365,645 | $21,800 | 12/31/2023 | | Market Street Wealth Management Advisors LLC | 340,000 | $21,196 | 03/31/2024 | | DFAS | 340,000 | $21,196 | 03/31/2024 | | Truist Financial Corp | 339,009 | $20,212 | 12/31/2023 | | DFAS | 339,009 | $20,212 | 12/31/2023 | | Planning Center Inc. | 311,796 | $19,437 | 03/31/2024 | | DFAS | 311,796 | $19,437 | 03/31/2024 | | Royal Bank of Canada | 325,900 | $19,430 | 12/31/2023 | | DFAS | 325,900 | $19,430 | 12/31/2023 | | Heritage Wealth Management Inc. Texas | 309,243 | $19,278 | 03/31/2024 | | DFAS | 309,243 | $19,278 | 03/31/2024 | | Tillman Hartley LLC | 321,938 | $19,194 | 12/31/2023 | | DFAS | 321,938 | $19,194 | 12/31/2023 | | Buckingham Strategic Partners | 316,205 | $18,852 | 12/31/2023 | | DFAS | 316,205 | $18,852 | 12/31/2023 | | Pathstone Holdings LLC | 306,519 | $18,275 | 12/31/2023 | | DFAS | 306,519 | $18,275 | 12/31/2023 | | Tanager Wealth Management LLP | 302,242 | $18,020 | 12/31/2023 | | DFAS | 302,242 | $18,020 | 12/31/2023 | | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 299,956 | $17,883 | 12/31/2023 | | DFAS | 299,956 | $17,883 | 12/31/2023 | | Raymond James Financial Services Advisors Inc. | 285,044 | $17,770 | 03/31/2024 | | DFAS | 285,044 | $17,770 | 03/31/2024 | | Sax Wealth Advisors LLC | 294,691 | $17,570 | 12/31/2023 | | DFAS | 294,691 | $17,570 | 12/31/2023 | | McLean Asset Management Corp | 286,096 | $17,526 | 03/31/2024 | | DFAS | 286,096 | $17,526 | 03/31/2024 | | Disciplined Equity Management Inc. | 286,388 | $17,074 | 12/31/2023 | | DFAS | 286,388 | $17,074 | 12/31/2023 | | Jackson Thornton Asset Management LLC | 285,946 | $17,048 | 12/31/2023 | | DFAS | 285,946 | $17,048 | 12/31/2023 | | New Hampshire Trust | 270,533 | $16,865 | 03/31/2024 | | DFAS | 270,533 | $16,865 | 03/31/2024 | | Builder Investment Group Inc. ADV | 281,742 | $16,797 | 12/31/2023 | | DFAS | 281,742 | $16,797 | 12/31/2023 | | SRS Capital Advisors Inc. | 273,583 | $16,311 | 12/31/2023 | | DFAS | 273,583 | $16,311 | 12/31/2023 | | Tilson Financial Group Inc. | 257,433 | $16,048 | 03/31/2024 | | DFAS | 257,433 | $16,048 | 03/31/2024 | | EnRich Financial Partners LLC | 265,863 | $15,851 | 12/31/2023 | | DFAS | 265,863 | $15,851 | 12/31/2023 | | HM Payson & Co. | 258,785 | $15,429 | 12/31/2023 | | DFAS | 258,785 | $15,429 | 12/31/2023 | | Beacon Pointe Advisors LLC | 252,838 | $15,074 | 12/31/2023 | | DFAS | 252,838 | $15,074 | 12/31/2023 | | Hurlow Wealth Management Group Inc. | 237,747 | $14,821 | 03/31/2024 | | DFAS | 237,747 | $14,821 | 03/31/2024 | | Larson Financial Group LLC | 246,671 | $14,707 | 12/31/2023 | | DFAS | 246,671 | $14,707 | 12/31/2023 | | AdvisorNet Financial Inc | 230,301 | $14,357 | 03/31/2024 | | DFAS | 230,301 | $14,357 | 03/31/2024 | | Lutz Financial Services LLC | 228,211 | $13,606 | 12/31/2023 | | DFAS | 228,211 | $13,606 | 12/31/2023 | | Mariner LLC | 224,975 | $13,413 | 12/31/2023 | | DFAS | 224,975 | $13,413 | 12/31/2023 | | HighTower Advisors LLC | 211,232 | $12,593 | 12/31/2023 | | DFAS | 211,232 | $12,593 | 12/31/2023 | | DecisionPoint Financial LLC | 210,969 | $12,578 | 12/31/2023 | | DFAS | 210,969 | $12,578 | 12/31/2023 | | Advisory Services & Investments LLC | 199,397 | $12,430 | 03/31/2024 | | DFAS | 199,397 | $12,430 | 03/31/2024 | | EP Wealth Advisors LLC | 207,530 | $12,373 | 12/31/2023 | | DFAS | 207,530 | $12,373 | 12/31/2023 | | Financial Synergies Wealth Advisors Inc. | 194,432 | $12,121 | 03/31/2024 | | DFAS | 194,432 | $12,121 | 03/31/2024 | | CWM LLC | 192,196 | $11,981 | 03/31/2024 | | DFAS | 192,196 | $11,981 | 03/31/2024 | | Systelligence LLC | 191,921 | $11,964 | 03/31/2024 | | DFAS | 191,921 | $11,964 | 03/31/2024 | | Forum Private Client Group LLC | 198,298 | $11,823 | 12/31/2023 | | DFAS | 198,298 | $11,823 | 12/31/2023 | | Mission Wealth Management LP | 195,136 | $11,634 | 12/31/2023 | | DFAS | 195,136 | $11,634 | 12/31/2023 | | Armor Investment Advisors LLC | 185,901 | $11,589 | 03/31/2024 | | DFAS | 185,901 | $11,589 | 03/31/2024 | | Garrett Investment Advisors LLC | 185,815 | $11,584 | 03/31/2024 | | DFAS | 185,815 | $11,584 | 03/31/2024 | | Williams Financial LLC | 184,443 | $11,498 | 03/31/2024 | | DFAS | 184,443 | $11,498 | 03/31/2024 | | Cerity Partners LLC | 190,658 | $11,367 | 12/31/2023 | | DFAS | 190,658 | $11,367 | 12/31/2023 | | West Financial Advisors LLC | 178,924 | $11,154 | 03/31/2024 | | DFAS | 178,924 | $11,154 | 03/31/2024 | | McGlone Suttner Wealth Management Inc. | 172,794 | $10,772 | 03/31/2024 | | DFAS | 172,794 | $10,772 | 03/31/2024 | | American Investment Services Inc. | 179,951 | $10,729 | 12/31/2023 | | DFAS | 179,951 | $10,729 | 12/31/2023 | | Aire Advisors LLC | 179,166 | $10,690 | 12/31/2023 | | DFAS | 179,166 | $10,690 | 12/31/2023 | | Dynamic Advisor Solutions LLC | 170,144 | $10,607 | 03/31/2024 | | DFAS | 170,144 | $10,607 | 03/31/2024 | | Fundamentun LLC | 169,915 | $10,593 | 03/31/2024 | | DFAS | 169,915 | $10,593 | 03/31/2024 | | Advisor Group Holdings Inc. | 173,362 | $10,334 | 12/31/2023 | | DFAS | 173,362 | $10,334 | 12/31/2023 | | G2 Capital Management LLC OH | 172,525 | $10,286 | 12/31/2023 | | DFAS | 172,525 | $10,286 | 12/31/2023 | | Phillips Financial Management LLC | 162,140 | $10,108 | 03/31/2024 | | DFAS | 162,140 | $10,108 | 03/31/2024 | | Monograph Wealth Advisors LLC | 165,447 | $9,864 | 12/31/2023 | | DFAS | 165,447 | $9,864 | 12/31/2023 | | Baird Financial Group Inc. | 164,187 | $9,789 | 12/31/2023 | | DFAS | 164,187 | $9,789 | 12/31/2023 | | Midwest Heritage Bank FSB | 156,443 | $9,753 | 03/31/2024 | | DFAS | 156,443 | $9,753 | 03/31/2024 | | WorthPointe LLC | 161,785 | $9,646 | 12/31/2023 | | DFAS | 161,785 | $9,646 | 12/31/2023 | | Spinnaker Investment Group LLC | 152,343 | $9,497 | 03/31/2024 | | DFAS | 152,343 | $9,497 | 03/31/2024 | | Cambridge Investment Research Advisors Inc. | 152,326 | $9,496 | 03/31/2024 | | DFAS | 152,326 | $9,496 | 03/31/2024 | | GWM Advisors LLC | 161,828 | $9,480 | 12/31/2023 | | DFAS | 161,828 | $9,480 | 12/31/2023 | | Cardiff Park Advisors LLC | 155,323 | $9,260 | 12/31/2023 | | DFAS | 155,323 | $9,260 | 12/31/2023 | | Your Advocates Ltd. LLP | 152,308 | $9,081 | 12/31/2023 | | DFAS | 152,308 | $9,081 | 12/31/2023 | | Capital Performance Advisors LLP | 145,253 | $9,055 | 03/31/2024 | | DFAS | 145,253 | $9,055 | 03/31/2024 | | Divergent Planning LLC | 146,643 | $9,051 | 03/31/2024 | | DFAS | 146,643 | $9,051 | 03/31/2024 | | Susquehanna International Group LLP | 149,485 | $8,912 | 12/31/2023 | | DFAS | 149,485 | $8,912 | 12/31/2023 | | Monticello Wealth Management LLC | 140,436 | $8,755 | 03/31/2024 | | DFAS | 140,436 | $8,755 | 03/31/2024 | | Granite Harbor Advisors Inc. | 146,309 | $8,723 | 12/31/2023 | | DFAS | 146,309 | $8,723 | 12/31/2023 | | Gemmer Asset Management LLC | 138,616 | $8,641 | 03/31/2024 | | DFAS | 138,616 | $8,641 | 03/31/2024 | | Mendota Financial Group LLC | 136,938 | $8,537 | 03/31/2024 | | DFAS | 136,938 | $8,537 | 03/31/2024 | | Enzi Wealth | 142,960 | $8,337 | 03/31/2024 | | DFAS | 142,960 | $8,337 | 03/31/2024 | | Bridgewater Advisors Inc. | 139,675 | $8,327 | 12/31/2023 | | DFAS | 139,675 | $8,327 | 12/31/2023 | | Spire Wealth Management | 132,515 | $8,261 | 03/31/2024 | | DFAS | 132,515 | $8,261 | 03/31/2024 | | Regal Wealth Group Inc. | 142,852 | $8,227 | 12/31/2023 | | DFAS | 142,852 | $8,227 | 12/31/2023 | | Annapolis Financial Services LLC | 131,730 | $8,212 | 03/31/2024 | | DFAS | 131,730 | $8,212 | 03/31/2024 | | Forum Financial Management LP | 136,045 | $8,111 | 12/31/2023 | | DFAS | 136,045 | $8,111 | 12/31/2023 | | Traverso Chambers Private Wealth Management LLC | 136,000 | $8,108 | 12/31/2023 | | DFAS | 136,000 | $8,108 | 12/31/2023 | | JPMorgan Chase & Co. | 135,477 | $8,077 | 12/31/2023 | | DFAS | 135,477 | $8,077 | 12/31/2023 | | Cascade Wealth Advisors Inc | 135,004 | $7,963 | 03/31/2024 | | DFAS | 135,004 | $7,963 | 03/31/2024 | | Allworth Financial LP | 126,606 | $7,893 | 03/31/2024 | | DFAS | 126,606 | $7,893 | 03/31/2024 | | Keb Asset Management LLC | 125,711 | $7,837 | 03/31/2024 | | DFAS | 125,711 | $7,837 | 03/31/2024 | | Morgan Stanley | 129,844 | $7,741 | 12/31/2023 | | DFAS | 129,844 | $7,741 | 12/31/2023 | | PBMares Wealth Management LLC | 129,531 | $7,723 | 12/31/2023 | | DFAS | 129,531 | $7,723 | 12/31/2023 | | Clarity Asset Management Inc. | 129,434 | $7,717 | 12/31/2023 | | DFAS | 129,434 | $7,717 | 12/31/2023 | | Towneley Capital Management Inc DE | 123,639 | $7,708 | 03/31/2024 | | DFAS | 123,639 | $7,708 | 03/31/2024 | | Aspiriant LLC | 119,264 | $7,435 | 03/31/2024 | | DFAS | 119,264 | $7,435 | 03/31/2024 | | Alpha Financial Advisors LLC | 123,584 | $7,368 | 12/31/2023 | | DFAS | 123,584 | $7,368 | 12/31/2023 | | Cedar Point Capital Partners LLC | 117,606 | $7,012 | 12/31/2023 | | DFAS | 117,606 | $7,012 | 12/31/2023 | | Lam Group Inc. | 110,382 | $6,881 | 03/31/2024 | | DFAS | 110,382 | $6,881 | 03/31/2024 | | Sterling Wealth Management Inc. | 114,972 | $6,855 | 12/31/2023 | | DFAS | 114,972 | $6,855 | 12/31/2023 | | Acorn Creek Capital LLC | 108,595 | $6,770 | 03/31/2024 | | DFAS | 108,595 | $6,770 | 03/31/2024 | | FLC Capital Advisors | 113,305 | $6,755 | 12/31/2023 | | DFAS | 113,305 | $6,755 | 12/31/2023 | | Mutual Advisors LLC | 112,850 | $6,728 | 12/31/2023 | | DFAS | 112,850 | $6,728 | 12/31/2023 | | Bordeaux Wealth Advisors LLC | 111,363 | $6,639 | 12/31/2023 | | DFAS | 111,363 | $6,639 | 12/31/2023 | | CarsonAllaria Wealth Management Ltd. | 110,049 | $6,561 | 12/31/2023 | | DFAS | 110,049 | $6,561 | 12/31/2023 | | Claris Advisors LLC MO | 104,842 | $6,536 | 03/31/2024 | | DFAS | 104,842 | $6,536 | 03/31/2024 | | Criterion Capital Advisors LLC | 103,457 | $6,450 | 03/31/2024 | | DFAS | 103,457 | $6,450 | 03/31/2024 | | Colorado Capital Management Inc. | 101,155 | $6,306 | 03/31/2024 | | DFAS | 101,155 | $6,306 | 03/31/2024 | | Wescott Financial Advisory Group LLC | 103,723 | $6,184 | 12/31/2023 | | DFAS | 103,723 | $6,184 | 12/31/2023 | | Continuum Wealth Advisors LLC | 103,729 | $6,184 | 12/31/2023 | | DFAS | 103,729 | $6,184 | 12/31/2023 | | Zhang Financial LLC | 98,190 | $6,121 | 03/31/2024 | | DFAS | 98,190 | $6,121 | 03/31/2024 | | Trinity Financial Advisors LLC | 98,191 | $6,121 | 03/31/2024 | | DFAS | 98,191 | $6,121 | 03/31/2024 | | Ruedi Wealth Management Inc. | 102,067 | $6,085 | 12/31/2023 | | DFAS | 102,067 | $6,085 | 12/31/2023 | | RF&L Wealth Management LLC | 100,003 | $5,962 | 12/31/2023 | | DFAS | 100,003 | $5,962 | 12/31/2023 | | Pinnacle Financial Group LLC IL | 98,752 | $5,888 | 12/31/2023 | | DFAS | 98,752 | $5,888 | 12/31/2023 | | Whittier Trust Co. | 97,564 | $5,816 | 12/31/2023 | | DFAS | 97,564 | $5,816 | 12/31/2023 | | Hardy Reed LLC | 92,337 | $5,505 | 12/31/2023 | | DFAS | 92,337 | $5,505 | 12/31/2023 | | Steward Partners Investment Advisory LLC | 88,316 | $5,265 | 12/31/2023 | | DFAS | 88,316 | $5,265 | 12/31/2023 | | Andrews Lucia Wealth Management LLC | 87,983 | $5,246 | 12/31/2023 | | DFAS | 87,983 | $5,246 | 12/31/2023 | | GEM Asset Management LLC | 86,731 | $5,171 | 12/31/2023 | | DFAS | 86,731 | $5,171 | 12/31/2023 | | Hill Investment Group Partners LLC | 86,668 | $5,167 | 12/31/2023 | | DFAS | 86,668 | $5,167 | 12/31/2023 | | Pioneer Wealth Management Group | 81,816 | $5,100 | 03/31/2024 | | DFAS | 81,816 | $5,100 | 03/31/2024 | | Cetera Investment Advisers | 83,632 | $4,986 | 12/31/2023 | | DFAS | 83,632 | $4,986 | 12/31/2023 | | Advisory Alpha LLC | 82,367 | $4,911 | 12/31/2023 | | DFAS | 82,367 | $4,911 | 12/31/2023 | | Waterfront Wealth Inc. | 80,533 | $4,801 | 12/31/2023 | | DFAS | 80,533 | $4,801 | 12/31/2023 | | Envision Financial Planning LLC | 80,031 | $4,771 | 12/31/2023 | | DFAS | 80,031 | $4,771 | 12/31/2023 | | M Financial Asset Management Inc. | 80,019 | $4,770 | 12/31/2023 | | DFAS | 80,019 | $4,770 | 12/31/2023 | | Captrust Financial Advisors | 78,866 | $4,702 | 12/31/2023 | | DFAS | 78,866 | $4,702 | 12/31/2023 | | Park Avenue Securities LLC | 75,089 | $4,681 | 03/31/2024 | | DFAS | 75,089 | $4,681 | 03/31/2024 | | Bayshore Asset Management LLC | 78,250 | $4,665 | 12/31/2023 | | DFAS | 78,250 | $4,665 | 12/31/2023 | | UMA Financial Services Inc. | 80,416 | $4,663 | 03/31/2024 | | DFAS | 80,416 | $4,663 | 03/31/2024 | | VeraBank N.A. | 78,133 | $4,658 | 12/31/2023 | | DFAS | 78,133 | $4,658 | 12/31/2023 | | Altiora Financial Group LLC | 71,986 | $4,488 | 03/31/2024 | | DFAS | 71,986 | $4,488 | 03/31/2024 | | Farther Finance Advisors LLC | 75,024 | $4,473 | 12/31/2023 | | DFAS | 75,024 | $4,473 | 12/31/2023 | | Great Valley Advisor Group Inc. | 74,160 | $4,421 | 12/31/2023 | | DFAS | 74,160 | $4,421 | 12/31/2023 | | Investmark Advisory Group LLC | 73,133 | $4,360 | 12/31/2023 | | DFAS | 73,133 | $4,360 | 12/31/2023 | | Soundmark Wealth Management LLC | 69,910 | $4,358 | 03/31/2024 | | DFAS | 69,910 | $4,358 | 03/31/2024 | | Kooman & Associates | 73,059 | $4,356 | 12/31/2023 | | DFAS | 73,059 | $4,356 | 12/31/2023 | | Raymond James & Associates | 67,749 | $4,223 | 03/31/2024 | | DFAS | 67,749 | $4,223 | 03/31/2024 | | Private Advisor Group LLC | 70,230 | $4,187 | 12/31/2023 | | DFAS | 70,230 | $4,187 | 12/31/2023 | | Cetera Advisor Networks LLC | 69,663 | $4,153 | 12/31/2023 | | DFAS | 69,663 | $4,153 | 12/31/2023 | | Kraft Asset Management LLC | 68,805 | $4,102 | 12/31/2023 | | DFAS | 68,805 | $4,102 | 12/31/2023 | | MML Investors Services LLC | 67,734 | $4,038 | 12/31/2023 | | DFAS | 67,734 | $4,038 | 12/31/2023 | | Pinkerton Retirement Specialists LLC | 67,155 | $4,004 | 12/31/2023 | | DFAS | 67,155 | $4,004 | 12/31/2023 | | Jane Street Group LLC | 64,813 | $3,864 | 12/31/2023 | | DFAS | 64,813 | $3,864 | 12/31/2023 | | CX Institutional | 61,361 | $3,825 | 03/31/2024 | | DFAS | 61,361 | $3,825 | 03/31/2024 | | Stifel Financial Corp | 63,715 | $3,799 | 12/31/2023 | | DFAS | 63,715 | $3,799 | 12/31/2023 | | First Western Trust Bank | 63,454 | $3,783 | 12/31/2023 | | DFAS | 63,454 | $3,783 | 12/31/2023 | | One Capital Management LLC | 61,776 | $3,695 | 12/31/2023 | | DFAS | 61,776 | $3,695 | 12/31/2023 | | Efficient Frontier Advisors LLC | 58,466 | $3,645 | 03/31/2024 | | DFAS | 58,466 | $3,645 | 03/31/2024 | | Well Done LLC | 58,149 | $3,625 | 03/31/2024 | | DFAS | 58,149 | $3,625 | 03/31/2024 | | First National Bank Sioux Falls | 57,991 | $3,615 | 03/31/2024 | | DFAS | 57,991 | $3,615 | 03/31/2024 | | Bank of New York Mellon Corp | 57,111 | $3,560 | 03/31/2024 | | DFAS | 57,111 | $3,560 | 03/31/2024 | | Kestra Advisory Services LLC | 57,153 | $3,407 | 12/31/2023 | | DFAS | 57,153 | $3,407 | 12/31/2023 | | Dopkins Wealth Management LLC | 56,042 | $3,341 | 12/31/2023 | | DFAS | 56,042 | $3,341 | 12/31/2023 | | Envestnet Portfolio Solutions Inc. | 55,877 | $3,331 | 12/31/2023 | | DFAS | 55,877 | $3,331 | 12/31/2023 | | Financial Connections Group Inc. | 55,635 | $3,316 | 12/31/2023 | | DFAS | 55,635 | $3,316 | 12/31/2023 | | Physician Wealth Solutions Inc. | 52,835 | $3,294 | 03/31/2024 | | DFAS | 52,835 | $3,294 | 03/31/2024 | | Efficient Advisors LLC | 54,392 | $3,243 | 12/31/2023 | | DFAS | 54,392 | $3,243 | 12/31/2023 | | Grunden Financial Advisory Inc. | 53,650 | $3,199 | 12/31/2023 | | DFAS | 53,650 | $3,199 | 12/31/2023 | | D.A. Davidson & CO. | 53,512 | $3,190 | 12/31/2023 | | DFAS | 53,512 | $3,190 | 12/31/2023 | | Archford Capital Strategies LLC | 50,875 | $3,172 | 03/31/2024 | | DFAS | 50,875 | $3,172 | 03/31/2024 | | FinDec Wealth Services Inc. | 52,893 | $3,153 | 12/31/2023 | | DFAS | 52,893 | $3,153 | 12/31/2023 | | TAGStone Capital Inc. | 52,603 | $3,136 | 12/31/2023 | | DFAS | 52,603 | $3,136 | 12/31/2023 | | Strategic Investment Solutions Inc. IL | 52,469 | $3,128 | 12/31/2023 | | DFAS | 52,469 | $3,128 | 12/31/2023 | | JMG Financial Group Ltd. | 51,718 | $3,083 | 12/31/2023 | | DFAS | 51,718 | $3,083 | 12/31/2023 | | Apella Capital LLC | 50,014 | $3,064 | 03/31/2024 | | DFAS | 50,014 | $3,064 | 03/31/2024 | | Glass Jacobson Investment Advisors llc | 48,987 | $3,054 | 03/31/2024 | | DFAS | 48,987 | $3,054 | 03/31/2024 | | Eqis Capital Management Inc. | 51,193 | $3,052 | 12/31/2023 | | DFAS | 51,193 | $3,052 | 12/31/2023 | | Cordant Inc. | 48,068 | $2,997 | 03/31/2024 | | DFAS | 48,068 | $2,997 | 03/31/2024 | | RFG Advisory LLC | 47,928 | $2,988 | 03/31/2024 | | DFAS | 47,928 | $2,988 | 03/31/2024 | | Gladstone Institutional Advisory LLC | 49,671 | $2,961 | 12/31/2023 | | DFAS | 49,671 | $2,961 | 12/31/2023 | | Symmetry Partners LLC | 47,433 | $2,957 | 03/31/2024 | | DFAS | 47,433 | $2,957 | 03/31/2024 | | DAVENPORT & Co LLC | 49,055 | $2,925 | 12/31/2023 | | DFAS | 49,055 | $2,925 | 12/31/2023 | | SC&H Financial Advisors Inc. | 47,729 | $2,846 | 12/31/2023 | | DFAS | 47,729 | $2,846 | 12/31/2023 | | DBK Financial Counsel LLC | 44,625 | $2,782 | 03/31/2024 | | DFAS | 44,625 | $2,782 | 03/31/2024 | | Avantax Advisory Services Inc. | 46,494 | $2,772 | 12/31/2023 | | DFAS | 46,494 | $2,772 | 12/31/2023 | | Syverson Strege & Co | 46,062 | $2,746 | 12/31/2023 | | DFAS | 46,062 | $2,746 | 12/31/2023 | | Baker Boyer National Bank | 43,853 | $2,734 | 03/31/2024 | | DFAS | 43,853 | $2,734 | 03/31/2024 | | RS Crum Inc. | 45,440 | $2,709 | 12/31/2023 | | DFAS | 45,440 | $2,709 | 12/31/2023 | | Blume Capital Management Inc. | 44,939 | $2,679 | 12/31/2023 | | DFAS | 44,939 | $2,679 | 12/31/2023 | | Investment Advisory Group LLC | 44,860 | $2,675 | 12/31/2023 | | DFAS | 44,860 | $2,675 | 12/31/2023 | | Wade Financial Advisory Inc | 44,087 | $2,628 | 12/31/2023 | | DFAS | 44,087 | $2,628 | 12/31/2023 | | EverSource Wealth Advisors LLC | 43,954 | $2,621 | 12/31/2023 | | DFAS | 43,954 | $2,621 | 12/31/2023 | | Wealthstream Advisors Inc. | 42,919 | $2,559 | 12/31/2023 | | DFAS | 42,919 | $2,559 | 12/31/2023 | | IHT Wealth Management LLC | 42,876 | $2,556 | 12/31/2023 | | DFAS | 42,876 | $2,556 | 12/31/2023 | | CPA Asset Management LLC | 41,634 | $2,482 | 12/31/2023 | | DFAS | 41,634 | $2,482 | 12/31/2023 | | Great Point Wealth Advisors LLC | 41,356 | $2,466 | 12/31/2023 | | DFAS | 41,356 | $2,466 | 12/31/2023 | | Schoolcraft Capital LLC | 39,094 | $2,437 | 03/31/2024 | | DFAS | 39,094 | $2,437 | 03/31/2024 | | Wells Fargo & Company MN | 40,344 | $2,405 | 12/31/2023 | | DFAS | 40,344 | $2,405 | 12/31/2023 | | Cypress Wealth Services LLC | 38,160 | $2,379 | 03/31/2024 | | DFAS | 38,160 | $2,379 | 03/31/2024 | | Five Oceans Advisors | 38,042 | $2,372 | 03/31/2024 | | DFAS | 38,042 | $2,372 | 03/31/2024 | | Narus Financial Partners LLC | 37,630 | $2,346 | 03/31/2024 | | DFAS | 37,630 | $2,346 | 03/31/2024 | | TCP Asset Management LLC | 37,162 | $2,317 | 03/31/2024 | | DFAS | 37,162 | $2,317 | 03/31/2024 | | PFG Advisors | 38,820 | $2,314 | 12/31/2023 | | DFAS | 38,820 | $2,314 | 12/31/2023 | | Collective Family Office LLC | 36,884 | $2,299 | 03/31/2024 | | DFAS | 36,884 | $2,299 | 03/31/2024 | | United Capital Financial Advisers LLC | 38,240 | $2,280 | 12/31/2023 | | DFAS | 38,240 | $2,280 | 12/31/2023 | | Ironwood Financial llc | 36,482 | $2,274 | 03/31/2024 | | DFAS | 36,482 | $2,274 | 03/31/2024 | | Discipline Wealth Solutions LLC | 39,070 | $2,271 | 12/31/2023 | | DFAS | 39,070 | $2,271 | 12/31/2023 | | Wilbanks Smith & Thomas Asset Management LLC | 36,433 | $2,172 | 12/31/2023 | | DFAS | 36,433 | $2,172 | 12/31/2023 | | Willow Creek Wealth Management Inc. | 36,225 | $2,160 | 12/31/2023 | | DFAS | 36,225 | $2,160 | 12/31/2023 | | Retirement Guys Formula LLC | 34,364 | $2,142 | 03/31/2024 | | DFAS | 34,364 | $2,142 | 03/31/2024 | | LVZ Advisors Inc. | 33,971 | $2,118 | 03/31/2024 | | DFAS | 33,971 | $2,118 | 03/31/2024 | | Cresset Asset Management LLC | 35,310 | $2,105 | 12/31/2023 | | DFAS | 35,310 | $2,105 | 12/31/2023 | | Helen Stephens Group LLC | 33,430 | $2,084 | 03/31/2024 | | DFAS | 33,430 | $2,084 | 03/31/2024 | | Equitable Holdings Inc. | 34,830 | $2,077 | 12/31/2023 | | DFAS | 34,830 | $2,077 | 12/31/2023 | | Financial Advocates Investment Management | 33,940 | $2,024 | 12/31/2023 | | DFAS | 33,940 | $2,024 | 12/31/2023 | | Private Ocean LLC | 32,388 | $2,019 | 03/31/2024 | | DFAS | 32,388 | $2,019 | 03/31/2024 | | All Season Financial Advisors Inc. | 31,886 | $1,988 | 03/31/2024 | | DFAS | 31,886 | $1,988 | 03/31/2024 | | Resonant Capital Advisors LLC | 32,852 | $1,959 | 12/31/2023 | | DFAS | 32,852 | $1,959 | 12/31/2023 | | HTG Investment Advisors Inc. | 32,681 | $1,948 | 12/31/2023 | | DFAS | 32,681 | $1,948 | 12/31/2023 | | Main Street Financial Solutions LLC | 31,061 | $1,936 | 03/31/2024 | | DFAS | 31,061 | $1,936 | 03/31/2024 | | Hemington Wealth Management | 32,416 | $1,933 | 12/31/2023 | | DFAS | 32,416 | $1,933 | 12/31/2023 | | TIAA Trust National Association | 32,212 | $1,920 | 12/31/2023 | | DFAS | 32,212 | $1,920 | 12/31/2023 | | Atria Wealth Solutions Inc. | 32,190 | $1,919 | 12/31/2023 | | DFAS | 32,190 | $1,919 | 12/31/2023 | | Sageworth Trust Co of South Dakota | 30,507 | $1,902 | 03/31/2024 | | DFAS | 30,507 | $1,902 | 03/31/2024 | | JFS Wealth Advisors LLC | 31,388 | $1,871 | 12/31/2023 | | DFAS | 31,388 | $1,871 | 12/31/2023 | | Lauterbach Financial Advisors LLC | 30,778 | $1,835 | 12/31/2023 | | DFAS | 30,778 | $1,835 | 12/31/2023 | | Concord Wealth Partners | 30,053 | $1,792 | 12/31/2023 | | DFAS | 30,053 | $1,792 | 12/31/2023 | | Elevate Wealth Advisory Inc. | 30,061 | $1,792 | 12/31/2023 | | DFAS | 30,061 | $1,792 | 12/31/2023 | | BCM Advisors LLC | 29,942 | $1,777 | 03/31/2024 | | DFAS | 29,942 | $1,777 | 03/31/2024 | | Sandy Spring Bank | 28,480 | $1,698 | 12/31/2023 | | DFAS | 28,480 | $1,698 | 12/31/2023 | | Ronald Blue Trust Inc. | 28,472 | $1,698 | 12/31/2023 | | DFAS | 28,472 | $1,698 | 12/31/2023 | | Forza Wealth Management LLC | 27,220 | $1,697 | 03/31/2024 | | DFAS | 27,220 | $1,697 | 03/31/2024 | | Platform Technology Partners | 28,195 | $1,692 | 12/31/2023 | | DFAS | 28,195 | $1,692 | 12/31/2023 | | Integrated Advisors Network LLC | 28,228 | $1,683 | 12/31/2023 | | DFAS | 28,228 | $1,683 | 12/31/2023 | | Pettinga Financial Advisors LLC | 26,431 | $1,648 | 03/31/2024 | | DFAS | 26,431 | $1,648 | 03/31/2024 | | Flow Traders U.S. LLC | 27,500 | $1,640 | 12/31/2023 | | DFAS | 27,500 | $1,640 | 12/31/2023 | | Parker Financial LLC | 26,296 | $1,639 | 03/31/2024 | | DFAS | 26,296 | $1,639 | 03/31/2024 | | Smartleaf Asset Management LLC | 26,983 | $1,631 | 12/31/2023 | | DFAS | 26,983 | $1,631 | 12/31/2023 | | Mather Group LLC. | 25,888 | $1,543 | 03/31/2024 | | DFAS | 25,888 | $1,543 | 03/31/2024 | | Bromfield Sneider Wealth Advisors | 24,393 | $1,521 | 03/31/2024 | | DFAS | 24,393 | $1,521 | 03/31/2024 | | AWM Capital LLC | 24,246 | $1,511 | 03/31/2024 | | DFAS | 24,246 | $1,511 | 03/31/2024 | | Rehmann Capital Advisory Group | 25,264 | $1,506 | 12/31/2023 | | DFAS | 25,264 | $1,506 | 12/31/2023 | | Shearwater Capital LLC | 24,119 | $1,504 | 03/31/2024 | | DFAS | 24,119 | $1,504 | 03/31/2024 | | Legacy Financial Group Inc. | 24,801 | $1,479 | 12/31/2023 | | DFAS | 24,801 | $1,479 | 12/31/2023 | | Stratos Wealth Partners LTD. | 23,531 | $1,467 | 03/31/2024 | | DFAS | 23,531 | $1,467 | 03/31/2024 | | U.S. Capital Wealth Advisors LLC | 23,742 | $1,415 | 12/31/2023 | | DFAS | 23,742 | $1,415 | 12/31/2023 | | Cherry Tree Wealth Management LLC | 23,504 | $1,401 | 12/31/2023 | | DFAS | 23,504 | $1,401 | 12/31/2023 | | Graves Light Private Wealth Management Inc. | 23,449 | $1,398 | 12/31/2023 | | DFAS | 23,449 | $1,398 | 12/31/2023 | | WCG Wealth Advisors LLC | 23,137 | $1,379 | 12/31/2023 | | DFAS | 23,137 | $1,379 | 12/31/2023 | | Wetherby Asset Management Inc. | 22,609 | $1,348 | 12/31/2023 | | DFAS | 22,609 | $1,348 | 12/31/2023 | | ZRC Wealth Management LLC | 21,321 | $1,329 | 03/31/2024 | | DFAS | 21,321 | $1,329 | 03/31/2024 | | Tortoise Investment Management LLC | 22,060 | $1,315 | 12/31/2023 | | DFAS | 22,060 | $1,315 | 12/31/2023 | | Walden Wealth Partners LLC | 21,681 | $1,311 | 03/31/2024 | | DFAS | 21,681 | $1,311 | 03/31/2024 | | Quantum Financial Advisors LLC | 20,762 | $1,294 | 03/31/2024 | | DFAS | 20,762 | $1,294 | 03/31/2024 | | Sutton Place Investors LLC | 20,668 | $1,288 | 03/31/2024 | | DFAS | 20,668 | $1,288 | 03/31/2024 | | Root Financial Partners LLC | 20,667 | $1,288 | 03/31/2024 | | DFAS | 20,667 | $1,288 | 03/31/2024 | | Foundations Investment Advisors LLC | 22,056 | $1,287 | 12/31/2023 | | DFAS | 22,056 | $1,287 | 12/31/2023 | | Maryland Capital Advisors Inc. | 20,508 | $1,278 | 03/31/2024 | | DFAS | 20,508 | $1,278 | 03/31/2024 | | Invst LLC | 21,686 | $1,249 | 12/31/2023 | | DFAS | 21,686 | $1,249 | 12/31/2023 | | Waypoint Capital Advisors LLC | 20,917 | $1,247 | 12/31/2023 | | DFAS | 20,917 | $1,247 | 12/31/2023 | | Red Lighthouse Investment Management LLC | 20,591 | $1,228 | 12/31/2023 | | DFAS | 20,591 | $1,228 | 12/31/2023 | | Relative Value Partners Group LLC | 20,310 | $1,211 | 12/31/2023 | | DFAS | 20,310 | $1,211 | 12/31/2023 | | Financial Insights Inc. | 19,271 | $1,201 | 03/31/2024 | | DFAS | 19,271 | $1,201 | 03/31/2024 | | Pinnacle Bank | 19,185 | $1,196 | 03/31/2024 | | DFAS | 19,185 | $1,196 | 03/31/2024 | | Olistico Wealth LLC | 19,073 | $1,189 | 03/31/2024 | | DFAS | 19,073 | $1,189 | 03/31/2024 | | Clarity Capital Advisors LLC | 18,777 | $1,171 | 03/31/2024 | | DFAS | 18,777 | $1,171 | 03/31/2024 | | Raymond James Trust N.A. | 18,519 | $1,154 | 03/31/2024 | | DFAS | 18,519 | $1,154 | 03/31/2024 | | Johnson Investment Counsel Inc. | 19,085 | $1,138 | 12/31/2023 | | DFAS | 19,085 | $1,138 | 12/31/2023 | | Wealthspan Partners LLC | 18,677 | $1,114 | 12/31/2023 | | DFAS | 18,677 | $1,114 | 12/31/2023 | | FCA Corp TX | 18,626 | $1,110 | 12/31/2023 | | DFAS | 18,626 | $1,110 | 12/31/2023 | | Kavar Capital Partners Group LLC | 18,414 | $1,098 | 12/31/2023 | | DFAS | 18,414 | $1,098 | 12/31/2023 | | Websterrogers Financial Advisors LLC | 18,277 | $1,090 | 12/31/2023 | | DFAS | 18,277 | $1,090 | 12/31/2023 | | KM Capital Management Ltd. | 17,982 | $1,072 | 12/31/2023 | | DFAS | 17,982 | $1,072 | 12/31/2023 | | Janney Montgomery Scott LLC | 17,969 | $1,071 | 12/31/2023 | | DFAS | 17,969 | $1,071 | 12/31/2023 | | Asset Dedication LLC | 16,975 | $1,059 | 03/31/2024 | | DFAS | 16,975 | $1,059 | 03/31/2024 | | Valeo Financial Advisors LLC | 17,808 | $1,057 | 03/31/2024 | | DFAS | 17,808 | $1,057 | 03/31/2024 | | Cassady Schiller Wealth Management LLC | 17,729 | $1,057 | 12/31/2023 | | DFAS | 17,729 | $1,057 | 12/31/2023 | | J.W. Cole Advisors Inc. | 17,569 | $1,047 | 12/31/2023 | | DFAS | 17,569 | $1,047 | 12/31/2023 | | Advisory Services Network LLC | 17,547 | $1,046 | 12/31/2023 | | DFAS | 17,547 | $1,046 | 12/31/2023 | | Valmark Advisers Inc. | 17,334 | $1,033 | 12/31/2023 | | DFAS | 17,334 | $1,033 | 12/31/2023 | | Integrated Wealth Concepts LLC | 17,167 | $1,024 | 12/31/2023 | | DFAS | 17,167 | $1,024 | 12/31/2023 | | Warwick Investment Management Inc. | 17,134 | $1,022 | 12/31/2023 | | DFAS | 17,134 | $1,022 | 12/31/2023 | | Montag A & Associates Inc. | 16,918 | $1,009 | 12/31/2023 | | DFAS | 16,918 | $1,009 | 12/31/2023 | | Basso Capital Management L.P. | 16,131 | $962 | 12/31/2023 | | DFAS | 16,131 | $962 | 12/31/2023 | | Cahill Wealth Management LLC | 15,768 | $940 | 12/31/2023 | | DFAS | 15,768 | $940 | 12/31/2023 | | USAdvisors Wealth Management LLC | 15,760 | $939 | 12/31/2023 | | DFAS | 15,760 | $939 | 12/31/2023 | | Exencial Wealth Advisors LLC | 15,681 | $935 | 12/31/2023 | | DFAS | 15,681 | $935 | 12/31/2023 | | Mayfair Advisory Group LLC | 14,952 | $932 | 03/31/2024 | | DFAS | 14,952 | $932 | 03/31/2024 | | Prospera Financial Services Inc | 15,532 | $926 | 12/31/2023 | | DFAS | 15,532 | $926 | 12/31/2023 | | Moneta Group Investment Advisors LLC | 15,476 | $923 | 12/31/2023 | | DFAS | 15,476 | $923 | 12/31/2023 | | Curi Capital | 15,166 | $904 | 12/31/2023 | | DFAS | 15,166 | $904 | 12/31/2023 | | BetterWealth LLC | 14,372 | $896 | 03/31/2024 | | DFAS | 14,372 | $896 | 03/31/2024 | | Grand Wealth Management LLC | 14,766 | $880 | 12/31/2023 | | DFAS | 14,766 | $880 | 12/31/2023 | | Beta Wealth Group Inc. | 14,619 | $872 | 12/31/2023 | | DFAS | 14,619 | $872 | 12/31/2023 | | Kingsview Wealth Management LLC | 14,602 | $871 | 12/31/2023 | | DFAS | 14,602 | $871 | 12/31/2023 | | Bedel Financial Consulting Inc. | 14,524 | $866 | 12/31/2023 | | DFAS | 14,524 | $866 | 12/31/2023 | | Safeguard Investment Advisory Group LLC | 14,440 | $861 | 12/31/2023 | | DFAS | 14,440 | $861 | 12/31/2023 | | Jentner Corp | 14,254 | $850 | 12/31/2023 | | DFAS | 14,254 | $850 | 12/31/2023 | | Diversified Trust Co | 13,457 | $839 | 03/31/2024 | | DFAS | 13,457 | $839 | 03/31/2024 | | Naples Global Advisors LLC | 13,946 | $831 | 12/31/2023 | | DFAS | 13,946 | $831 | 12/31/2023 | | Wealthcare Advisory Partners LLC | 13,135 | $819 | 03/31/2024 | | DFAS | 13,135 | $819 | 03/31/2024 | | Verus Financial Partners Inc. | 13,818 | $810 | 12/31/2023 | | DFAS | 13,818 | $810 | 12/31/2023 | | Morris Financial Concepts Inc. | 12,848 | $801 | 03/31/2024 | | DFAS | 12,848 | $801 | 03/31/2024 | | Abacus Wealth Partners LLC | 12,701 | $792 | 03/31/2024 | | DFAS | 12,701 | $792 | 03/31/2024 | | Cetera Advisors LLC | 13,054 | $778 | 12/31/2023 | | DFAS | 13,054 | $778 | 12/31/2023 | | Commerce Bank | 13,012 | $776 | 12/31/2023 | | DFAS | 13,012 | $776 | 12/31/2023 | | SJS Investment Consulting Inc. | 12,161 | $758 | 03/31/2024 | | DFAS | 12,161 | $758 | 03/31/2024 | | Measured Wealth Private Client Group LLC | 12,051 | $751 | 03/31/2024 | | DFAS | 12,051 | $751 | 03/31/2024 | | Boston Private Wealth LLC | 12,544 | $748 | 12/31/2023 | | DFAS | 12,544 | $748 | 12/31/2023 | | Apollon Wealth Management LLC | 12,507 | $746 | 12/31/2023 | | DFAS | 12,507 | $746 | 12/31/2023 | | Institute for Wealth Management LLC. | 12,404 | $740 | 12/31/2023 | | DFAS | 12,404 | $740 | 12/31/2023 | | Karpas Strategies LLC | 12,393 | $739 | 12/31/2023 | | DFAS | 12,393 | $739 | 12/31/2023 | | HTLF Bank | 11,846 | $738 | 03/31/2024 | | DFAS | 11,846 | $738 | 03/31/2024 | | Werba Rubin Papier Wealth Management | 12,292 | $733 | 12/31/2023 | | DFAS | 12,292 | $733 | 12/31/2023 | | Smith Chas P & Associates PA Cpas | 11,288 | $704 | 03/31/2024 | | DFAS | 11,288 | $704 | 03/31/2024 | | Betterment LLC | 11,808 | $704 | 12/31/2023 | | DFAS | 11,808 | $704 | 12/31/2023 | | Trademark Financial Management LLC | 11,772 | $702 | 12/31/2023 | | DFAS | 11,772 | $702 | 12/31/2023 | | Centaurus Financial Inc. | 11,747 | $700 | 12/31/2023 | | DFAS | 11,747 | $700 | 12/31/2023 | | 25 LLC | 11,177 | $697 | 03/31/2024 | | DFAS | 11,177 | $697 | 03/31/2024 | | US Bancorp DE | 11,670 | $696 | 12/31/2023 | | DFAS | 11,670 | $696 | 12/31/2023 | | IFG Advisors LLC | 11,131 | $694 | 03/31/2024 | | DFAS | 11,131 | $694 | 03/31/2024 | | Orion Portfolio Solutions LLC | 11,684 | $683 | 12/31/2023 | | DFAS | 11,684 | $683 | 12/31/2023 | | Birchcreek Wealth Management LLC | 11,377 | $678 | 12/31/2023 | | DFAS | 11,377 | $678 | 12/31/2023 | | Quad Cities Investment Group LLC | 10,844 | $676 | 03/31/2024 | | DFAS | 10,844 | $676 | 03/31/2024 | | L & S Advisors Inc | 11,346 | $676 | 12/31/2023 | | DFAS | 11,346 | $676 | 12/31/2023 | | GUNN & Co INVESTMENT MANAGEMENT INC. | 11,288 | $673 | 12/31/2023 | | DFAS | 11,288 | $673 | 12/31/2023 | | M Holdings Securities Inc. | 11,272 | $672 | 12/31/2023 | | DFAS | 11,272 | $672 | 12/31/2023 | | Prevail Innovative Wealth Advisors LLC | 11,210 | $668 | 12/31/2023 | | DFAS | 11,210 | $668 | 12/31/2023 | | Samalin Investment Counsel LLC | 10,913 | $651 | 12/31/2023 | | DFAS | 10,913 | $651 | 12/31/2023 | | Rockwood Wealth Management LLC | 10,175 | $634 | 03/31/2024 | | DFAS | 10,175 | $634 | 03/31/2024 | | Cladis Investment Advisory LLC | 10,632 | $634 | 12/31/2023 | | DFAS | 10,632 | $634 | 12/31/2023 | | Citizens Financial Group Inc RI | 10,607 | $632 | 12/31/2023 | | DFAS | 10,607 | $632 | 12/31/2023 | | Capital Investment Advisory Services LLC | 10,124 | $631 | 03/31/2024 | | DFAS | 10,124 | $631 | 03/31/2024 | | Dodds Wealth LLC | 10,379 | $619 | 12/31/2023 | | DFAS | 10,379 | $619 | 12/31/2023 | | The PNC Financial Services Group Inc. | 10,183 | $607 | 12/31/2023 | | DFAS | 10,183 | $607 | 12/31/2023 | | Nelson Van Denburg & Campbell Wealth Management Group LLC | 10,011 | $597 | 12/31/2023 | | DFAS | 10,011 | $597 | 12/31/2023 | | Merriman Wealth Management LLC | 9,977 | $595 | 12/31/2023 | | DFAS | 9,977 | $595 | 12/31/2023 | | Sanctuary Wealth Management L.L.C. | 9,819 | $585 | 12/31/2023 | | DFAS | 9,819 | $585 | 12/31/2023 | | Carlson Capital Management | 9,306 | $580 | 03/31/2024 | | DFAS | 9,306 | $580 | 03/31/2024 | | PrairieView Partners LLC | 9,735 | $580 | 12/31/2023 | | DFAS | 9,735 | $580 | 12/31/2023 | | Congress Wealth Management LLC DE | 9,289 | $579 | 03/31/2024 | | DFAS | 9,289 | $579 | 03/31/2024 | | CWA Asset Management Group LLC | 9,533 | $568 | 12/31/2023 | | DFAS | 9,533 | $568 | 12/31/2023 | | Seven Mile Advisory | 9,467 | $564 | 12/31/2023 | | DFAS | 9,467 | $564 | 12/31/2023 | | Pinnacle Financial Partners Inc. | 9,328 | $556 | 12/31/2023 | | DFAS | 9,328 | $556 | 12/31/2023 | | Watershed Private Wealth LLC | 9,207 | $549 | 12/31/2023 | | DFAS | 9,207 | $549 | 12/31/2023 | | Capital Investment Advisors LLC | 8,719 | $544 | 03/31/2024 | | DFAS | 8,719 | $544 | 03/31/2024 | | Colony Family Offices LLC | 9,094 | $542 | 12/31/2023 | | DFAS | 9,094 | $542 | 12/31/2023 | | Evoke Wealth LLC | 8,952 | $534 | 12/31/2023 | | DFAS | 8,952 | $534 | 12/31/2023 | | Atlas Wealth LLC | 8,964 | $534 | 12/31/2023 | | DFAS | 8,964 | $534 | 12/31/2023 | | Gateway Wealth Partners LLC | 8,954 | $534 | 12/31/2023 | | DFAS | 8,954 | $534 | 12/31/2023 | | Peavine Capital LLC | 8,891 | $530 | 12/31/2023 | | DFAS | 8,891 | $530 | 12/31/2023 | | Greenspring Advisors LLC | 8,448 | $527 | 03/31/2024 | | DFAS | 8,448 | $527 | 03/31/2024 | | Drive Wealth Management LLC | 8,419 | $525 | 03/31/2024 | | DFAS | 8,419 | $525 | 03/31/2024 | | Meridian Investment Counsel Inc. | 8,799 | $525 | 12/31/2023 | | DFAS | 8,799 | $525 | 12/31/2023 | | RMB Capital Management LLC | 8,760 | $522 | 12/31/2023 | | DFAS | 8,760 | $522 | 12/31/2023 | | Running Point Capital Advisors LLC | 8,661 | $516 | 12/31/2023 | | DFAS | 8,661 | $516 | 12/31/2023 | | Global Trust Asset Management LLC | 8,205 | $511 | 03/31/2024 | | DFAS | 8,205 | $511 | 03/31/2024 | | IFG Advisory LLC | 8,294 | $495 | 12/31/2023 | | DFAS | 8,294 | $495 | 12/31/2023 | | Parkside Financial Bank & Trust | 8,201 | $489 | 12/31/2023 | | DFAS | 8,201 | $489 | 12/31/2023 | | Eagle Strategies LLC | 7,752 | $483 | 03/31/2024 | | DFAS | 7,752 | $483 | 03/31/2024 | | Warren Averett Asset Management LLC | 8,097 | $483 | 12/31/2023 | | DFAS | 8,097 | $483 | 12/31/2023 | | BKA Wealth Consulting Inc. | 7,736 | $482 | 03/31/2024 | | DFAS | 7,736 | $482 | 03/31/2024 | | Bridgeworth LLC | 8,067 | $481 | 12/31/2023 | | DFAS | 8,067 | $481 | 12/31/2023 | | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 8,011 | $478 | 12/31/2023 | | DFAS | 8,011 | $478 | 12/31/2023 | | Capital Management Associates Inc | 7,954 | $474 | 12/31/2023 | | DFAS | 7,954 | $474 | 12/31/2023 | | TrueWealth Advisors LLC | 7,590 | $473 | 03/31/2024 | | DFAS | 7,590 | $473 | 03/31/2024 | | Edge Financial Advisors LLC | 7,490 | $472 | 03/31/2024 | | DFAS | 7,490 | $472 | 03/31/2024 | | Ellenbecker Investment Group | 7,522 | $469 | 03/31/2024 | | DFAS | 7,522 | $469 | 03/31/2024 | | Allegiance Financial Group Advisory Services LLC | 7,870 | $469 | 12/31/2023 | | DFAS | 7,870 | $469 | 12/31/2023 | | Beacon Financial Advisory LLC | 7,845 | $468 | 12/31/2023 | | DFAS | 7,845 | $468 | 12/31/2023 | | Keybank National Association OH | 7,781 | $464 | 12/31/2023 | | DFAS | 7,781 | $464 | 12/31/2023 | | Brighton Jones LLC | 7,727 | $461 | 12/31/2023 | | DFAS | 7,727 | $461 | 12/31/2023 | | Joel Isaacson & Co. LLC | 7,728 | $461 | 12/31/2023 | | DFAS | 7,728 | $461 | 12/31/2023 | | CRA Financial Services LLC | 7,372 | $460 | 03/31/2024 | | DFAS | 7,372 | $460 | 03/31/2024 | | Resources Investment Advisors LLC. | 7,694 | $459 | 12/31/2023 | | DFAS | 7,694 | $459 | 12/31/2023 | | Geneos Wealth Management Inc. | 7,609 | $454 | 12/31/2023 | | DFAS | 7,609 | $454 | 12/31/2023 | | Fort Point Capital Partners LLC | 7,589 | $452 | 12/31/2023 | | DFAS | 7,589 | $452 | 12/31/2023 | | Wealthcare Capital Management LLC | 7,215 | $450 | 03/31/2024 | | DFAS | 7,215 | $450 | 03/31/2024 | | Peninsula Wealth LLC | 7,536 | $449 | 12/31/2023 | | DFAS | 7,536 | $449 | 12/31/2023 | | Aveo Capital Partners LLC | 7,453 | $444 | 12/31/2023 | | DFAS | 7,453 | $444 | 12/31/2023 | | Essex Financial Services Inc. | 7,107 | $443 | 03/31/2024 | | DFAS | 7,107 | $443 | 03/31/2024 | | Jacobi Capital Management LLC | 7,416 | $442 | 12/31/2023 | | DFAS | 7,416 | $442 | 12/31/2023 | | Baystate Wealth Management LLC | 7,367 | $439 | 12/31/2023 | | DFAS | 7,367 | $439 | 12/31/2023 | | S.A. Mason LLC | 6,921 | $431 | 03/31/2024 | | DFAS | 6,921 | $431 | 03/31/2024 | | Stegent Equity Advisors Inc. | 7,237 | $431 | 12/31/2023 | | DFAS | 7,237 | $431 | 12/31/2023 | | Sei Investments Co. | 7,134 | $425 | 12/31/2023 | | DFAS | 7,134 | $425 | 12/31/2023 | | National Asset Management Inc. | 7,130 | $425 | 12/31/2023 | | DFAS | 7,130 | $425 | 12/31/2023 | | Aurum Wealth Management Group LLC | 6,733 | $420 | 03/31/2024 | | DFAS | 6,733 | $420 | 03/31/2024 | | Western Wealth Management LLC | 6,997 | $417 | 12/31/2023 | | DFAS | 6,997 | $417 | 12/31/2023 | | MBM Wealth Consultants LLC | 6,670 | $416 | 03/31/2024 | | DFAS | 6,670 | $416 | 03/31/2024 | | Bill Few Associates Inc. | 6,573 | $410 | 03/31/2024 | | DFAS | 6,573 | $410 | 03/31/2024 | | Prudential Financial Inc. | 6,868 | $409 | 12/31/2023 | | DFAS | 6,868 | $409 | 12/31/2023 | | TPG Financial Advisors LLC | 6,949 | $406 | 12/31/2023 | | DFAS | 6,949 | $406 | 12/31/2023 | | Litman Gregory Asset Management LLC | 6,770 | $404 | 12/31/2023 | | DFAS | 6,770 | $404 | 12/31/2023 | | Stone Point Wealth LLC | 6,737 | $402 | 12/31/2023 | | DFAS | 6,737 | $402 | 12/31/2023 | | Powers Advisory Group LLC | 6,258 | $390 | 03/31/2024 | | DFAS | 6,258 | $390 | 03/31/2024 | | Diversified Portfolios Inc. | 6,545 | $390 | 12/31/2023 | | DFAS | 6,545 | $390 | 12/31/2023 | | Cross Staff Investments Inc | 6,500 | $388 | 12/31/2023 | | DFAS | 6,500 | $388 | 12/31/2023 | | Accretive Wealth Partners LLC | 6,445 | $384 | 12/31/2023 | | DFAS | 6,445 | $384 | 12/31/2023 | | Amarillo National Bank | 6,076 | $379 | 03/31/2024 | | DFAS | 6,076 | $379 | 03/31/2024 | | Parallel Advisors LLC | 6,226 | $371 | 12/31/2023 | | DFAS | 6,226 | $371 | 12/31/2023 | | Renaissance Technologies LLC | 6,200 | $370 | 12/31/2023 | | DFAS | 6,200 | $370 | 12/31/2023 | | Sound Income Strategies LLC | 5,872 | $366 | 03/31/2024 | | DFAS | 5,872 | $366 | 03/31/2024 | | Sage Rhino Capital LLC | 5,828 | $363 | 03/31/2024 | | DFAS | 5,828 | $363 | 03/31/2024 | | Sollinda Capital Management LLC | 5,774 | $360 | 03/31/2024 | | DFAS | 5,774 | $360 | 03/31/2024 | | Acas LLC | 6,024 | $359 | 12/31/2023 | | DFAS | 6,024 | $359 | 12/31/2023 | | Versant Capital Management Inc | 5,704 | $356 | 03/31/2024 | | DFAS | 5,704 | $356 | 03/31/2024 | | Francis Financial Inc. | 5,634 | $351 | 03/31/2024 | | DFAS | 5,634 | $351 | 03/31/2024 | | Mason & Associates Inc | 5,592 | $349 | 03/31/2024 | | DFAS | 5,592 | $349 | 03/31/2024 | | Dfpg Investments LLC | 6,045 | $349 | 12/31/2023 | | DFAS | 6,045 | $349 | 12/31/2023 | | Robertson Stephens Wealth Management LLC | 5,841 | $348 | 12/31/2023 | | DFAS | 5,841 | $348 | 12/31/2023 | | BancorpSouth Bank | 5,765 | $344 | 12/31/2023 | | DFAS | 5,765 | $344 | 12/31/2023 | | Argent Trust Co | 5,761 | $343 | 12/31/2023 | | DFAS | 5,761 | $343 | 12/31/2023 | | 180 Wealth Advisors LLC | 5,479 | $342 | 03/31/2024 | | DFAS | 5,479 | $342 | 03/31/2024 | | Quarry Hill Advisors LLC | 5,720 | $341 | 12/31/2023 | | DFAS | 5,720 | $341 | 12/31/2023 | | HB Wealth Management LLC | 5,599 | $334 | 12/31/2023 | | DFAS | 5,599 | $334 | 12/31/2023 | | Quadcap Wealth Management LLC | 5,587 | $333 | 12/31/2023 | | DFAS | 5,587 | $333 | 12/31/2023 | | Heartwood Wealth Advisors LLC | 5,302 | $331 | 03/31/2024 | | DFAS | 5,302 | $331 | 03/31/2024 | | American Financial Advisors LLC | 5,233 | $326 | 03/31/2024 | | DFAS | 5,233 | $326 | 03/31/2024 | | Berger Financial Group Inc | 5,100 | $318 | 03/31/2024 | | DFAS | 5,100 | $318 | 03/31/2024 | | BOK Financial Private Wealth Inc. | 5,321 | $317 | 12/31/2023 | | DFAS | 5,321 | $317 | 12/31/2023 | | Disciplined Investments LLC | 5,077 | $316 | 03/31/2024 | | DFAS | 5,077 | $316 | 03/31/2024 | | Acorn Wealth Advisors LLC | 5,044 | $314 | 03/31/2024 | | DFAS | 5,044 | $314 | 03/31/2024 | | Summit Asset Management LLC | 5,217 | $311 | 12/31/2023 | | DFAS | 5,217 | $311 | 12/31/2023 | | Merit Financial Group LLC | 5,112 | $305 | 12/31/2023 | | DFAS | 5,112 | $305 | 12/31/2023 | | Meritas Wealth Management LLC | 4,854 | $303 | 03/31/2024 | | DFAS | 4,854 | $303 | 03/31/2024 | | Smith Moore & CO. | 5,080 | $303 | 12/31/2023 | | DFAS | 5,080 | $303 | 12/31/2023 | | Asset Planning Corporation | 5,069 | $302 | 12/31/2023 | | DFAS | 5,069 | $302 | 12/31/2023 | | Mustard Seed Financial LLC | 4,778 | $298 | 03/31/2024 | | DFAS | 4,778 | $298 | 03/31/2024 | | Arbor Wealth Advisors LLC | 4,765 | $297 | 03/31/2024 | | DFAS | 4,765 | $297 | 03/31/2024 | | My Personal CFO LLC | 4,709 | $294 | 03/31/2024 | | DFAS | 4,709 | $294 | 03/31/2024 | | Stokes Family Office LLC | 4,928 | $294 | 12/31/2023 | | DFAS | 4,928 | $294 | 12/31/2023 | | Lincoln National Corp | 4,859 | $290 | 12/31/2023 | | DFAS | 4,859 | $290 | 12/31/2023 | | Steel Peak Wealth Management LLC | 4,631 | $289 | 03/31/2024 | | DFAS | 4,631 | $289 | 03/31/2024 | | Stratos Wealth Advisors LLC | 4,611 | $287 | 03/31/2024 | | DFAS | 4,611 | $287 | 03/31/2024 | | Lido Advisors LLC | 4,695 | $280 | 12/31/2023 | | DFAS | 4,695 | $280 | 12/31/2023 | | RKL Wealth Management LLC | 4,645 | $277 | 12/31/2023 | | DFAS | 4,645 | $277 | 12/31/2023 | | Financial Symmetry Inc | 4,632 | $276 | 12/31/2023 | | DFAS | 4,632 | $276 | 12/31/2023 | | Frank Rimerman Advisors LLC | 4,583 | $273 | 12/31/2023 | | DFAS | 4,583 | $273 | 12/31/2023 | | Sequent Asset Management LLC | 4,331 | $270 | 03/31/2024 | | DFAS | 4,331 | $270 | 03/31/2024 | | Walter & Keenan Financial Consulting Co. MI ADV | 4,490 | $268 | 12/31/2023 | | DFAS | 4,490 | $268 | 12/31/2023 | | Family Investment Center Inc. | 4,266 | $266 | 03/31/2024 | | DFAS | 4,266 | $266 | 03/31/2024 | | Proequities Inc. | 4,401 | $262 | 12/31/2023 | | DFAS | 4,401 | $262 | 12/31/2023 | | QRG Capital Management Inc. | 4,347 | $259 | 12/31/2023 | | DFAS | 4,347 | $259 | 12/31/2023 | | MBE Wealth Management LLC | 4,144 | $258 | 03/31/2024 | | DFAS | 4,144 | $258 | 03/31/2024 | | Veriti Management LLC | 4,025 | $251 | 03/31/2024 | | DFAS | 4,025 | $251 | 03/31/2024 | | Visionary Wealth Advisors | 4,191 | $250 | 12/31/2023 | | DFAS | 4,191 | $250 | 12/31/2023 | | Cornerstone Advisory LLC | 4,142 | $247 | 12/31/2023 | | DFAS | 4,142 | $247 | 12/31/2023 | | Harbour Investments Inc. | 4,091 | $244 | 12/31/2023 | | DFAS | 4,091 | $244 | 12/31/2023 | | Goldstein Advisors LLC | 4,058 | $242 | 12/31/2023 | | DFAS | 4,058 | $242 | 12/31/2023 | | Silver Oak Advisory Group Inc. | 4,034 | $241 | 12/31/2023 | | DFAS | 4,034 | $241 | 12/31/2023 | | Sanibel Captiva Trust Company Inc. | 3,970 | $237 | 12/31/2023 | | DFAS | 3,970 | $237 | 12/31/2023 | | Prime Capital Investment Advisors LLC | 3,945 | $235 | 12/31/2023 | | DFAS | 3,945 | $235 | 12/31/2023 | | Regions Financial Corp | 3,728 | $232 | 03/31/2024 | | DFAS | 3,728 | $232 | 03/31/2024 | | Signature Securities Group Corporation | 3,706 | $231 | 03/31/2024 | | DFAS | 3,706 | $231 | 03/31/2024 | | Colony Group LLC | 3,864 | $230 | 12/31/2023 | | DFAS | 3,864 | $230 | 12/31/2023 | | GDS Wealth Management | 3,672 | $229 | 03/31/2024 | | DFAS | 3,672 | $229 | 03/31/2024 | | Honkamp Krueger Financial Services Inc. | 3,791 | $226 | 12/31/2023 | | DFAS | 3,791 | $226 | 12/31/2023 | | Baker Avenue Asset Management LP | 3,792 | $226 | 12/31/2023 | | DFAS | 3,792 | $226 | 12/31/2023 | | Gerber Kawasaki Wealth & Investment Management | 3,702 | $221 | 12/31/2023 | | DFAS | 3,702 | $221 | 12/31/2023 | | Busey Wealth Management | 3,522 | $220 | 03/31/2024 | | DFAS | 3,522 | $220 | 03/31/2024 | | NorthCrest Asset Manangement LLC | 3,516 | $219 | 03/31/2024 | | DFAS | 3,516 | $219 | 03/31/2024 | | Sawyer & Company Inc | 3,370 | $210 | 03/31/2024 | | DFAS | 3,370 | $210 | 03/31/2024 | | Oakwell Private Wealth Management LLC | 3,353 | $209 | 03/31/2024 | | DFAS | 3,353 | $209 | 03/31/2024 | | Tower Research Capital LLC TRC | 3,512 | $209 | 12/31/2023 | | DFAS | 3,512 | $209 | 12/31/2023 | | McIlrath & Eck LLC | 3,513 | $209 | 12/31/2023 | | DFAS | 3,513 | $209 | 12/31/2023 | | PDS Planning Inc | 3,488 | $208 | 12/31/2023 | | DFAS | 3,488 | $208 | 12/31/2023 | | Private Trust Co. NA | 3,313 | $207 | 03/31/2024 | | DFAS | 3,313 | $207 | 03/31/2024 | | Perennial Investment Advisors LLC | 3,476 | $207 | 12/31/2023 | | DFAS | 3,476 | $207 | 12/31/2023 | | Empower Advisory Group LLC | 3,447 | $206 | 12/31/2023 | | DFAS | 3,447 | $206 | 12/31/2023 | | BSW Wealth Partners | 3,282 | $205 | 03/31/2024 | | DFAS | 3,282 | $205 | 03/31/2024 | | Penobscot Investment Management Company Inc. | 3,440 | $205 | 12/31/2023 | | DFAS | 3,440 | $205 | 12/31/2023 | | Pine Harbor Wealth Management LLC | 3,393 | $202 | 12/31/2023 | | DFAS | 3,393 | $202 | 12/31/2023 | | Northwest Capital Management Inc | 3,119 | $194 | 03/31/2024 | | DFAS | 3,119 | $194 | 03/31/2024 | | Oakworth Capital Inc. | 3,071 | $191 | 03/31/2024 | | DFAS | 3,071 | $191 | 03/31/2024 | | FMR LLC | 3,146 | $188 | 12/31/2023 | | DFAS | 3,146 | $188 | 12/31/2023 | | Franklin Resources Inc. | 2,974 | $177 | 12/31/2023 | | DFAS | 2,974 | $177 | 12/31/2023 | | Frazier Financial Advisors LLC | 2,874 | $171 | 12/31/2023 | | DFAS | 2,874 | $171 | 12/31/2023 | | Hollencrest Capital Management | 2,852 | $170 | 12/31/2023 | | DFAS | 2,852 | $170 | 12/31/2023 | | Red Tortoise LLC | 2,689 | $168 | 03/31/2024 | | DFAS | 2,689 | $168 | 03/31/2024 | | CVA Family Office LLC | 2,654 | $165 | 03/31/2024 | | DFAS | 2,654 | $165 | 03/31/2024 | | Coston McIsaac & Partners | 2,457 | $153 | 03/31/2024 | | DFAS | 2,457 | $153 | 03/31/2024 | | Benjamin F. Edwards & Company Inc. | 2,487 | $148 | 12/31/2023 | | DFAS | 2,487 | $148 | 12/31/2023 | | Newton One Investments LLC | 2,296 | $143 | 03/31/2024 | | DFAS | 2,296 | $143 | 03/31/2024 | | True Wealth Design LLC | 2,403 | $143 | 12/31/2023 | | DFAS | 2,403 | $143 | 12/31/2023 | | Clearstead Advisors LLC | 2,383 | $142 | 12/31/2023 | | DFAS | 2,383 | $142 | 12/31/2023 | | Angeles Wealth Management LLC | 2,175 | $130 | 12/31/2023 | | DFAS | 2,175 | $130 | 12/31/2023 | | Colonial Trust Co SC | 2,137 | $127 | 12/31/2023 | | DFAS | 2,137 | $127 | 12/31/2023 | | UMB Bank N A MO | 2,017 | $126 | 03/31/2024 | | DFAS | 2,017 | $126 | 03/31/2024 | | First Manhattan Co. | 1,893 | $113 | 12/31/2023 | | DFAS | 1,893 | $113 | 12/31/2023 | | Washington Trust Advisors Inc. | 1,888 | $113 | 12/31/2023 | | DFAS | 1,888 | $113 | 12/31/2023 | | Intrepid Capital Management Inc. | 1,850 | $110 | 12/31/2023 | | DFAS | 1,850 | $110 | 12/31/2023 | | Bfsg LLC | 1,747 | $109 | 03/31/2024 | | DFAS | 1,747 | $109 | 03/31/2024 | | Quent Capital LLC | 1,747 | $104 | 12/31/2023 | | DFAS | 1,747 | $104 | 12/31/2023 | | Bartlett & Co. LLC | 1,645 | $99 | 12/31/2023 | | DFAS | 1,645 | $99 | 12/31/2023 | | Bartlett & CO. Wealth Management LLC | 1,645 | $99 | 12/31/2023 | | DFAS | 1,645 | $99 | 12/31/2023 | | Center for Financial Planning Inc. | 1,518 | $95 | 03/31/2024 | | DFAS | 1,518 | $95 | 03/31/2024 | | TFC Financial Management | 1,571 | $94 | 12/31/2023 | | DFAS | 1,571 | $94 | 12/31/2023 | | Fairman Group LLC | 1,537 | $92 | 12/31/2023 | | DFAS | 1,537 | $92 | 12/31/2023 | | Smithfield Trust Co. | 1,525 | $91 | 12/31/2023 | | DFAS | 1,525 | $91 | 12/31/2023 | | CENTRAL TRUST Co | 1,353 | $84 | 03/31/2024 | | DFAS | 1,353 | $84 | 03/31/2024 | | Signaturefd LLC | 1,289 | $77 | 12/31/2023 | | DFAS | 1,289 | $77 | 12/31/2023 | | Eagle Bay Advisors LLC | 1,265 | $75 | 12/31/2023 | | DFAS | 1,265 | $75 | 12/31/2023 | | Qube Research & Technologies Ltd | 1,247 | $74 | 12/31/2023 | | DFAS | 1,247 | $74 | 12/31/2023 | | Northwest Investment Counselors LLC | 1,083 | $68 | 03/31/2024 | | DFAS | 1,083 | $68 | 03/31/2024 | | Lee Financial Co | 1,129 | $67 | 12/31/2023 | | DFAS | 1,129 | $67 | 12/31/2023 | | IFP Advisors Inc | 1,127 | $67 | 12/31/2023 | | DFAS | 1,127 | $67 | 12/31/2023 | | Salem Investment Counselors Inc. | 1,039 | $65 | 03/31/2024 | | DFAS | 1,039 | $65 | 03/31/2024 | | EdgeRock Capital LLC | 1,058 | $62 | 12/31/2023 | | DFAS | 1,058 | $62 | 12/31/2023 | | Aptus Capital Advisors LLC | 1,000 | $60 | 12/31/2023 | | DFAS | 1,000 | $60 | 12/31/2023 | | Guardian Wealth Advisors LLC NC | 1,000 | $60 | 12/31/2023 | | DFAS | 1,000 | $60 | 12/31/2023 | | NBC Securities Inc. | 913 | $56 | 03/31/2024 | | DFAS | 913 | $56 | 03/31/2024 | | Nalls Sherbakoff Group LLC | 928 | $55 | 12/31/2023 | | DFAS | 928 | $55 | 12/31/2023 | | Valued Wealth Advisors LLC | 898 | $54 | 12/31/2023 | | DFAS | 898 | $54 | 12/31/2023 | | DHJJ Financial Advisors Ltd. | 854 | $53 | 03/31/2024 | | DFAS | 854 | $53 | 03/31/2024 | | Fifth Third Bancorp | 810 | $50 | 03/31/2024 | | DFAS | 810 | $50 | 03/31/2024 | | Huntington National Bank | 828 | $49 | 12/31/2023 | | DFAS | 828 | $49 | 12/31/2023 | | Sittner & Nelson LLC | 788 | $47 | 12/31/2023 | | DFAS | 788 | $47 | 12/31/2023 | | Signature Resources Capital Management LLC | 778 | $46 | 03/31/2024 | | DFAS | 778 | $46 | 03/31/2024 | | First United Bank Trust | 750 | $45 | 12/31/2023 | | DFAS | 750 | $45 | 12/31/2023 | | Pacific Center for Financial Services | 736 | $44 | 12/31/2023 | | DFAS | 736 | $44 | 12/31/2023 | | Tandem Wealth Advisors LLC | 669 | $40 | 12/31/2023 | | DFAS | 669 | $40 | 12/31/2023 | | Private Wealth Management Group LLC | 605 | $36 | 12/31/2023 | | DFAS | 605 | $36 | 12/31/2023 | | Truvestments Capital LLC | 583 | $35 | 12/31/2023 | | DFAS | 583 | $35 | 12/31/2023 | | Evermay Wealth Management LLC | 464 | $28 | 12/31/2023 | | DFAS | 464 | $28 | 12/31/2023 | | First Horizon Advisors Inc. | 428 | $27 | 03/31/2024 | | DFAS | 428 | $27 | 03/31/2024 | | Financial Advisory Service Inc. | 431 | $26 | 12/31/2023 | | DFAS | 431 | $26 | 12/31/2023 | | Gleason Group Inc. | 399 | $25 | 03/31/2024 | | DFAS | 399 | $25 | 03/31/2024 | | Quadrant Capital Group LLC | 360 | $21 | 12/31/2023 | | DFAS | 360 | $21 | 12/31/2023 | | O Shaughnessy Asset Management LLC | 317 | $19 | 12/31/2023 | | DFAS | 317 | $19 | 12/31/2023 | | Atlas Capital Advisors LLC | 252 | $16 | 03/31/2024 | | DFAS | 252 | $16 | 03/31/2024 | | SYM FINANCIAL Corp | 254 | $15 | 12/31/2023 | | DFAS | 254 | $15 | 12/31/2023 | | Coppell Advisory Solutions LLC | 250 | $15 | 12/31/2023 | | DFAS | 250 | $15 | 12/31/2023 | | Principal Securities Inc. | 194 | $12 | 12/31/2023 | | DFAS | 194 | $12 | 12/31/2023 | | Pineridge Advisors LLC | 162 | $10 | 12/31/2023 | | DFAS | 162 | $10 | 12/31/2023 | | American Capital Advisory LLC | 175 | $10 | 12/31/2023 | | DFAS | 175 | $10 | 12/31/2023 | | Global Retirement Partners LLC | 114 | $7 | 03/31/2024 | | DFAS | 114 | $7 | 03/31/2024 | | JNBA Financial Advisors | 116 | $7 | 12/31/2023 | | DFAS | 116 | $7 | 12/31/2023 | | Orion Capital Management LLC | 116 | $7 | 12/31/2023 | | DFAS | 116 | $7 | 12/31/2023 | | Venturi Wealth Management LLC | 97 | $6 | 03/31/2024 | | DFAS | 97 | $6 | 03/31/2024 | | Tucker Asset Management LLC | 98 | $6 | 12/31/2023 | | DFAS | 98 | $6 | 12/31/2023 | | Able Wealth Management LLC | 68 | $4 | 12/31/2023 | | DFAS | 68 | $4 | 12/31/2023 | | Cranbrook Wealth Management LLC | 50 | $3 | 03/31/2024 | | DFAS | 50 | $3 | 03/31/2024 | | Bear Mountain Capital Inc. | 54 | $3 | 03/31/2024 | | DFAS | 54 | $3 | 03/31/2024 | | McClarren Financial Advisors Inc. | 35 | $2 | 12/31/2023 | | DFAS | 35 | $2 | 12/31/2023 | | Archer Investment Corp | 15 | $1 | 12/31/2023 | | DFAS | 15 | $1 | 12/31/2023 |
See Summary: Institutional Holders of DFAS
See Details: Top 10 Hedge Funds Holding DFAS
Also See: DFAS Holdings Changes
|
|
Free DFAS Email Alerts:
