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On this page, we present all of the funds holding DFAT from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding DFAT, with a link to that fund's top holdings. The next columns
indicate the amount of DFAT stock held by each of the funds holding DFAT, followed by the DFAT position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 573 funds holding DFAT within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by TFO TDC LLC. For more details on the positions held by TFO TDC LLC
(or by any of the other funds holding DFAT), click the fund name in the "Holder" column of the funds-holding-DFAT table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 TFO TDC LLC | 432,007 | $22,606,907 | 12/31/2023 | | DFAT | 432,007 | $22,606,907 | 12/31/2023 | | Creative Planning | 13,638,740 | $713,715 | 12/31/2023 | | DFAT | 13,638,740 | $713,715 | 12/31/2023 | | Buckingham Strategic Wealth LLC | 12,695,192 | $664,339 | 12/31/2023 | | DFAT | 12,695,192 | $664,339 | 12/31/2023 | | Forum Financial Management LP | 9,168,412 | $479,783 | 12/31/2023 | | DFAT | 9,168,412 | $479,783 | 12/31/2023 | | Index Fund Advisors Inc. | 7,843,529 | $410,452 | 12/31/2023 | | DFAT | 7,843,529 | $410,452 | 12/31/2023 | | Savant Capital LLC | 5,433,256 | $284,322 | 12/31/2023 | | DFAT | 5,433,256 | $284,322 | 12/31/2023 | | Mercer Global Advisors Inc. ADV | 2,916,043 | $152,597 | 12/31/2023 | | DFAT | 2,916,043 | $152,597 | 12/31/2023 | | CI Private Wealth LLC | 2,748,722 | $143,841 | 12/31/2023 | | DFAT | 2,748,722 | $143,841 | 12/31/2023 | | Envestnet Asset Management Inc. | 2,710,003 | $141,814 | 12/31/2023 | | DFAT | 2,710,003 | $141,814 | 12/31/2023 | | Buckingham Strategic Partners | 2,693,162 | $140,933 | 12/31/2023 | | DFAT | 2,693,162 | $140,933 | 12/31/2023 | | Jackson Thornton Asset Management LLC | 2,521,795 | $131,966 | 12/31/2023 | | DFAT | 2,521,795 | $131,966 | 12/31/2023 | | Wealth Enhancement Advisory Services LLC | 2,295,880 | $124,965 | 03/31/2024 | | DFAT | 2,295,880 | $124,965 | 03/31/2024 | | Trust Co of the South | 1,864,868 | $101,505 | 03/31/2024 | | DFAT | 1,864,868 | $101,505 | 03/31/2024 | | Asset Dedication LLC | 1,870,306 | $97,896 | 12/31/2023 | | DFAT | 1,870,306 | $97,896 | 12/31/2023 | | Pure Financial Advisors Inc. | 1,774,886 | $92,880 | 12/31/2023 | | DFAT | 1,774,886 | $92,880 | 12/31/2023 | | Willow Creek Wealth Management Inc. | 1,746,773 | $91,409 | 12/31/2023 | | DFAT | 1,746,773 | $91,409 | 12/31/2023 | | Plancorp LLC | 1,713,038 | $89,643 | 12/31/2023 | | DFAT | 1,713,038 | $89,643 | 12/31/2023 | | Truepoint Inc. | 1,625,009 | $85,037 | 12/31/2023 | | DFAT | 1,625,009 | $85,037 | 12/31/2023 | | Resource Consulting Group Inc. | 1,572,359 | $82,282 | 12/31/2023 | | DFAT | 1,572,359 | $82,282 | 12/31/2023 | | Apella Capital LLC | 1,452,640 | $77,803 | 03/31/2024 | | DFAT | 1,452,640 | $77,803 | 03/31/2024 | | Abacus Wealth Partners LLC | 1,225,236 | $66,690 | 03/31/2024 | | DFAT | 1,225,236 | $66,690 | 03/31/2024 | | EP Wealth Advisors LLC | 1,262,902 | $66,088 | 12/31/2023 | | DFAT | 1,262,902 | $66,088 | 12/31/2023 | | MBB Public Markets I LLC | 1,222,870 | $63,993 | 12/31/2023 | | DFAT | 1,222,870 | $63,993 | 12/31/2023 | | Evanson Asset Management LLC | 1,143,992 | $62,267 | 03/31/2024 | | DFAT | 1,143,992 | $62,267 | 03/31/2024 | | Great Oak Capital Partners LLC | 1,046,514 | $56,962 | 03/31/2024 | | DFAT | 1,046,514 | $56,962 | 03/31/2024 | | Team Hewins LLC | 1,007,674 | $52,732 | 12/31/2023 | | DFAT | 1,007,674 | $52,732 | 12/31/2023 | | BKD Wealth Advisors LLC | 907,505 | $47,490 | 12/31/2023 | | DFAT | 907,505 | $47,490 | 12/31/2023 | | Bayshore Asset Management LLC | 894,161 | $46,791 | 12/31/2023 | | DFAT | 894,161 | $46,791 | 12/31/2023 | | Modera Wealth Management LLC | 888,385 | $46,489 | 12/31/2023 | | DFAT | 888,385 | $46,489 | 12/31/2023 | | Bank of America Corp DE | 878,404 | $45,967 | 12/31/2023 | | DFAT | 878,404 | $45,967 | 12/31/2023 | | Merriman Wealth Management LLC | 863,131 | $45,168 | 12/31/2023 | | DFAT | 863,131 | $45,168 | 12/31/2023 | | ML & R Wealth Management LLC | 862,018 | $45,109 | 12/31/2023 | | DFAT | 862,018 | $45,109 | 12/31/2023 | | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 848,654 | $44,410 | 12/31/2023 | | DFAT | 848,654 | $44,410 | 12/31/2023 | | Capital Performance Advisors LLP | 827,393 | $43,297 | 12/31/2023 | | DFAT | 827,393 | $43,297 | 12/31/2023 | | Sax Wealth Advisors LLC | 706,644 | $36,979 | 12/31/2023 | | DFAT | 706,644 | $36,979 | 12/31/2023 | | Sequoia Financial Advisors LLC | 703,470 | $36,813 | 12/31/2023 | | DFAT | 703,470 | $36,813 | 12/31/2023 | | Raymond James Financial Services Advisors Inc. | 695,502 | $36,396 | 12/31/2023 | | DFAT | 695,502 | $36,396 | 12/31/2023 | | LPL Financial LLC | 659,206 | $34,496 | 12/31/2023 | | DFAT | 659,206 | $34,496 | 12/31/2023 | | Hill Investment Group Partners LLC | 653,605 | $34,203 | 12/31/2023 | | DFAT | 653,605 | $34,203 | 12/31/2023 | | Keb Asset Management LLC | 631,058 | $33,023 | 12/31/2023 | | DFAT | 631,058 | $33,023 | 12/31/2023 | | Cambridge Investment Research Advisors Inc. | 630,717 | $33,005 | 12/31/2023 | | DFAT | 630,717 | $33,005 | 12/31/2023 | | Monograph Wealth Advisors LLC | 619,089 | $32,397 | 12/31/2023 | | DFAT | 619,089 | $32,397 | 12/31/2023 | | Joel Isaacson & Co. LLC | 600,078 | $31,402 | 12/31/2023 | | DFAT | 600,078 | $31,402 | 12/31/2023 | | Efficient Frontier Advisors LLC | 572,227 | $31,146 | 03/31/2024 | | DFAT | 572,227 | $31,146 | 03/31/2024 | | HighTower Advisors LLC | 560,868 | $29,352 | 12/31/2023 | | DFAT | 560,868 | $29,352 | 12/31/2023 | | Beaird Harris Wealth Management LLC | 551,464 | $28,858 | 12/31/2023 | | DFAT | 551,464 | $28,858 | 12/31/2023 | | Foster Group Inc. | 524,657 | $28,557 | 03/31/2024 | | DFAT | 524,657 | $28,557 | 03/31/2024 | | TFC Financial Management | 543,653 | $28,449 | 12/31/2023 | | DFAT | 543,653 | $28,449 | 12/31/2023 | | TCI Wealth Advisors Inc. | 538,685 | $28,189 | 12/31/2023 | | DFAT | 538,685 | $28,189 | 12/31/2023 | | Kraft Asset Management LLC | 538,496 | $28,180 | 12/31/2023 | | DFAT | 538,496 | $28,180 | 12/31/2023 | | RSM US Wealth Management LLC | 522,237 | $27,329 | 12/31/2023 | | DFAT | 522,237 | $27,329 | 12/31/2023 | | Allworth Financial LP | 511,535 | $26,769 | 12/31/2023 | | DFAT | 511,535 | $26,769 | 12/31/2023 | | Assetmark Inc. | 508,243 | $26,596 | 12/31/2023 | | DFAT | 508,243 | $26,596 | 12/31/2023 | | Cerity Partners LLC | 507,646 | $26,566 | 12/31/2023 | | DFAT | 507,646 | $26,566 | 12/31/2023 | | Great Waters Wealth Management | 470,906 | $25,631 | 03/31/2024 | | DFAT | 470,906 | $25,631 | 03/31/2024 | | EnRich Financial Partners LLC | 487,787 | $25,526 | 12/31/2023 | | DFAT | 487,787 | $25,526 | 12/31/2023 | | Meritas Wealth Management LLC | 476,441 | $24,932 | 12/31/2023 | | DFAT | 476,441 | $24,932 | 12/31/2023 | | Mariner LLC | 473,787 | $24,793 | 12/31/2023 | | DFAT | 473,787 | $24,793 | 12/31/2023 | | Watchman Group Inc. | 453,113 | $23,711 | 12/31/2023 | | DFAT | 453,113 | $23,711 | 12/31/2023 | | Conrad Siegel Investment Advisors Inc. | 425,165 | $23,142 | 03/31/2024 | | DFAT | 425,165 | $23,142 | 03/31/2024 | | Baird Financial Group Inc. | 440,425 | $23,047 | 12/31/2023 | | DFAT | 440,425 | $23,047 | 12/31/2023 | | Pathstone Holdings LLC | 432,666 | $22,641 | 12/31/2023 | | DFAT | 432,666 | $22,641 | 12/31/2023 | | Planning Center Inc. | 428,690 | $22,433 | 12/31/2023 | | DFAT | 428,690 | $22,433 | 12/31/2023 | | Lauterbach Financial Advisors LLC | 423,021 | $22,137 | 12/31/2023 | | DFAT | 423,021 | $22,137 | 12/31/2023 | | PBMares Wealth Management LLC | 393,246 | $20,579 | 12/31/2023 | | DFAT | 393,246 | $20,579 | 12/31/2023 | | Larson Financial Group LLC | 391,889 | $20,508 | 12/31/2023 | | DFAT | 391,889 | $20,508 | 12/31/2023 | | WPWealth LLP | 388,683 | $20,340 | 12/31/2023 | | DFAT | 388,683 | $20,340 | 12/31/2023 | | Allen Capital Group LLC | 373,499 | $20,330 | 03/31/2024 | | DFAT | 373,499 | $20,330 | 03/31/2024 | | Commonwealth Equity Services LLC | 364,790 | $19,089 | 12/31/2023 | | DFAT | 364,790 | $19,089 | 12/31/2023 | | Tillman Hartley LLC | 357,660 | $18,716 | 12/31/2023 | | DFAT | 357,660 | $18,716 | 12/31/2023 | | Phillips Financial Management LLC | 357,520 | $18,709 | 12/31/2023 | | DFAT | 357,520 | $18,709 | 12/31/2023 | | UBS Group AG | 346,097 | $18,111 | 12/31/2023 | | DFAT | 346,097 | $18,111 | 12/31/2023 | | Quantum Financial Advisors LLC | 344,036 | $18,003 | 12/31/2023 | | DFAT | 344,036 | $18,003 | 12/31/2023 | | Cardiff Park Advisors LLC | 334,832 | $17,522 | 12/31/2023 | | DFAT | 334,832 | $17,522 | 12/31/2023 | | Mosaic Family Wealth Partners LLC | 333,231 | $17,438 | 12/31/2023 | | DFAT | 333,231 | $17,438 | 12/31/2023 | | Disciplined Equity Management Inc. | 332,324 | $17,391 | 12/31/2023 | | DFAT | 332,324 | $17,391 | 12/31/2023 | | Dopkins Wealth Management LLC | 324,975 | $17,006 | 12/31/2023 | | DFAT | 324,975 | $17,006 | 12/31/2023 | | Mather Group LLC. | 319,943 | $16,743 | 03/31/2024 | | DFAT | 319,943 | $16,743 | 03/31/2024 | | Vista Wealth Management Group LLC | 308,000 | $16,118 | 12/31/2023 | | DFAT | 308,000 | $16,118 | 12/31/2023 | | Valued Wealth Advisors LLC | 302,824 | $15,847 | 12/31/2023 | | DFAT | 302,824 | $15,847 | 12/31/2023 | | RF&L Wealth Management LLC | 301,323 | $15,768 | 12/31/2023 | | DFAT | 301,323 | $15,768 | 12/31/2023 | | First Command Advisory Services Inc. | 298,427 | $15,617 | 12/31/2023 | | DFAT | 298,427 | $15,617 | 12/31/2023 | | Libra Wealth LLC | 293,752 | $15,372 | 12/31/2023 | | DFAT | 293,752 | $15,372 | 12/31/2023 | | Lakeshore Financial Planning Inc. | 292,678 | $15,316 | 12/31/2023 | | DFAT | 292,678 | $15,316 | 12/31/2023 | | New England Private Wealth Advisors LLC | 287,685 | $15,055 | 12/31/2023 | | DFAT | 287,685 | $15,055 | 12/31/2023 | | RS Crum Inc. | 284,372 | $14,881 | 12/31/2023 | | DFAT | 284,372 | $14,881 | 12/31/2023 | | Cetera Investment Advisers | 281,436 | $14,728 | 12/31/2023 | | DFAT | 281,436 | $14,728 | 12/31/2023 | | Northwestern Mutual Wealth Management Co. | 276,246 | $14,456 | 12/31/2023 | | DFAT | 276,246 | $14,456 | 12/31/2023 | | MML Investors Services LLC | 276,018 | $14,444 | 12/31/2023 | | DFAT | 276,018 | $14,444 | 12/31/2023 | | BlueSky Wealth Advisors LLC | 262,399 | $14,282 | 03/31/2024 | | DFAT | 262,399 | $14,282 | 03/31/2024 | | Keyes Stange & Wooten Wealth Management LLC | 270,707 | $14,166 | 12/31/2023 | | DFAT | 270,707 | $14,166 | 12/31/2023 | | Symmetry Partners LLC | 257,694 | $14,026 | 03/31/2024 | | DFAT | 257,694 | $14,026 | 03/31/2024 | | Compass Advisory Group LLC | 267,249 | $13,985 | 12/31/2023 | | DFAT | 267,249 | $13,985 | 12/31/2023 | | McLean Asset Management Corp | 254,481 | $13,630 | 03/31/2024 | | DFAT | 254,481 | $13,630 | 03/31/2024 | | Andrews Lucia Wealth Management LLC | 259,768 | $13,594 | 12/31/2023 | | DFAT | 259,768 | $13,594 | 12/31/2023 | | G2 Capital Management LLC OH | 257,339 | $13,467 | 12/31/2023 | | DFAT | 257,339 | $13,467 | 12/31/2023 | | AE Wealth Management LLC | 255,865 | $13,198 | 12/31/2023 | | DFAT | 255,865 | $13,198 | 12/31/2023 | | Landmark Financial Advisors LLC | 247,065 | $12,929 | 12/31/2023 | | DFAT | 247,065 | $12,929 | 12/31/2023 | | Beacon Pointe Advisors LLC | 240,003 | $12,559 | 12/31/2023 | | DFAT | 240,003 | $12,559 | 12/31/2023 | | Strategic Investment Solutions Inc. IL | 239,543 | $12,535 | 12/31/2023 | | DFAT | 239,543 | $12,535 | 12/31/2023 | | Visionary Wealth Advisors | 236,434 | $12,373 | 12/31/2023 | | DFAT | 236,434 | $12,373 | 12/31/2023 | | Truist Financial Corp | 234,301 | $12,261 | 12/31/2023 | | DFAT | 234,301 | $12,261 | 12/31/2023 | | Ruedi Wealth Management Inc. | 225,200 | $11,785 | 12/31/2023 | | DFAT | 225,200 | $11,785 | 12/31/2023 | | Moisand Fitzgerald Tamayo LLC | 223,425 | $11,692 | 12/31/2023 | | DFAT | 223,425 | $11,692 | 12/31/2023 | | Henrickson Nauta Wealth Advisors Inc. | 223,471 | $11,659 | 03/31/2024 | | DFAT | 223,471 | $11,659 | 03/31/2024 | | Susquehanna International Group LLP | 219,696 | $11,497 | 12/31/2023 | | DFAT | 219,696 | $11,497 | 12/31/2023 | | Equitable Holdings Inc. | 215,896 | $11,298 | 12/31/2023 | | DFAT | 215,896 | $11,298 | 12/31/2023 | | Raymond James & Associates | 209,916 | $10,985 | 12/31/2023 | | DFAT | 209,916 | $10,985 | 12/31/2023 | | Cook Wealth Management Group LLC | 209,200 | $10,661 | 12/31/2023 | | DFAT | 209,200 | $10,661 | 12/31/2023 | | Robertson Stephens Wealth Management LLC | 198,250 | $10,374 | 12/31/2023 | | DFAT | 198,250 | $10,374 | 12/31/2023 | | JPMorgan Chase & Co. | 194,859 | $10,197 | 12/31/2023 | | DFAT | 194,859 | $10,197 | 12/31/2023 | | Summit Financial Strategies Inc. | 192,869 | $10,093 | 12/31/2023 | | DFAT | 192,869 | $10,093 | 12/31/2023 | | ShankerValleau Wealth Advisors Inc. | 189,435 | $9,913 | 12/31/2023 | | DFAT | 189,435 | $9,913 | 12/31/2023 | | Austin Asset Management Co Inc | 181,054 | $9,475 | 12/31/2023 | | DFAT | 181,054 | $9,475 | 12/31/2023 | | Aspiriant LLC | 172,695 | $9,400 | 03/31/2024 | | DFAT | 172,695 | $9,400 | 03/31/2024 | | American Investment Services Inc. | 173,947 | $9,103 | 12/31/2023 | | DFAT | 173,947 | $9,103 | 12/31/2023 | | Jane Street Group LLC | 173,781 | $9,094 | 12/31/2023 | | DFAT | 173,781 | $9,094 | 12/31/2023 | | Spire Wealth Management | 178,020 | $8,992 | 12/31/2023 | | DFAT | 178,020 | $8,992 | 12/31/2023 | | Kestra Advisory Services LLC | 171,226 | $8,960 | 12/31/2023 | | DFAT | 171,226 | $8,960 | 12/31/2023 | | Sandy Spring Bank | 171,174 | $8,958 | 12/31/2023 | | DFAT | 171,174 | $8,958 | 12/31/2023 | | Vawter Financial Ltd. | 169,440 | $8,867 | 12/31/2023 | | DFAT | 169,440 | $8,867 | 12/31/2023 | | Legacy Financial Group Inc. | 167,770 | $8,779 | 12/31/2023 | | DFAT | 167,770 | $8,779 | 12/31/2023 | | Juncture Wealth Strategies LLC | 157,961 | $8,598 | 03/31/2024 | | DFAT | 157,961 | $8,598 | 03/31/2024 | | Altiora Financial Group LLC | 163,364 | $8,549 | 12/31/2023 | | DFAT | 163,364 | $8,549 | 12/31/2023 | | Rise Advisors LLC | 154,380 | $8,403 | 03/31/2024 | | DFAT | 154,380 | $8,403 | 03/31/2024 | | Oppenheimer & Co. Inc. | 157,491 | $8,242 | 12/31/2023 | | DFAT | 157,491 | $8,242 | 12/31/2023 | | Lutz Financial Services LLC | 151,258 | $7,915 | 12/31/2023 | | DFAT | 151,258 | $7,915 | 12/31/2023 | | Glassy Mountain Advisors Inc. | 150,061 | $7,853 | 12/31/2023 | | DFAT | 150,061 | $7,853 | 12/31/2023 | | DiNuzzo Private Wealth Inc. | 149,971 | $7,848 | 12/31/2023 | | DFAT | 149,971 | $7,848 | 12/31/2023 | | Sterling Wealth Management Inc. | 147,582 | $7,723 | 12/31/2023 | | DFAT | 147,582 | $7,723 | 12/31/2023 | | Captrust Financial Advisors | 143,769 | $7,523 | 12/31/2023 | | DFAT | 143,769 | $7,523 | 12/31/2023 | | Liberty Wealth Management LLC | 143,208 | $7,494 | 12/31/2023 | | DFAT | 143,208 | $7,494 | 12/31/2023 | | Gradient Capital Advisors LLC | 142,809 | $7,473 | 12/31/2023 | | DFAT | 142,809 | $7,473 | 12/31/2023 | | Rather & Kittrell Inc. | 141,843 | $7,423 | 12/31/2023 | | DFAT | 141,843 | $7,423 | 12/31/2023 | | Regions Financial Corp | 139,668 | $7,309 | 12/31/2023 | | DFAT | 139,668 | $7,309 | 12/31/2023 | | Northwest Wealth Management LLC | 139,660 | $7,308 | 12/31/2023 | | DFAT | 139,660 | $7,308 | 12/31/2023 | | McKinley Carter Wealth Services Inc. | 139,068 | $7,277 | 12/31/2023 | | DFAT | 139,068 | $7,277 | 12/31/2023 | | Confluence Wealth Services Inc. | 137,110 | $7,175 | 12/31/2023 | | DFAT | 137,110 | $7,175 | 12/31/2023 | | Betterment LLC | 130,701 | $6,840 | 12/31/2023 | | DFAT | 130,701 | $6,840 | 12/31/2023 | | Avondale Wealth Management | 125,416 | $6,826 | 03/31/2024 | | DFAT | 125,416 | $6,826 | 03/31/2024 | | Stifel Financial Corp | 127,567 | $6,676 | 12/31/2023 | | DFAT | 127,567 | $6,676 | 12/31/2023 | | RFG Advisory LLC | 122,365 | $6,660 | 03/31/2024 | | DFAT | 122,365 | $6,660 | 03/31/2024 | | Royal Bank of Canada | 124,577 | $6,519 | 12/31/2023 | | DFAT | 124,577 | $6,519 | 12/31/2023 | | Activest Wealth Management | 122,269 | $6,398 | 12/31/2023 | | DFAT | 122,269 | $6,398 | 12/31/2023 | | Stratos Wealth Partners LTD. | 119,151 | $6,235 | 12/31/2023 | | DFAT | 119,151 | $6,235 | 12/31/2023 | | Mason Investment Advisory Services Inc. | 117,734 | $6,161 | 12/31/2023 | | DFAT | 117,734 | $6,161 | 12/31/2023 | | Verdence Capital Advisors LLC | 117,335 | $6,140 | 12/31/2023 | | DFAT | 117,335 | $6,140 | 12/31/2023 | | D.A. Davidson & CO. | 115,978 | $6,069 | 12/31/2023 | | DFAT | 115,978 | $6,069 | 12/31/2023 | | FinDec Wealth Services Inc. | 114,152 | $5,974 | 12/31/2023 | | DFAT | 114,152 | $5,974 | 12/31/2023 | | MAI Capital Management | 114,140 | $5,973 | 12/31/2023 | | DFAT | 114,140 | $5,973 | 12/31/2023 | | Schoolcraft Capital LLC | 107,508 | $5,852 | 03/31/2024 | | DFAT | 107,508 | $5,852 | 03/31/2024 | | Cetera Advisor Networks LLC | 110,547 | $5,785 | 12/31/2023 | | DFAT | 110,547 | $5,785 | 12/31/2023 | | Watershed Private Wealth LLC | 109,208 | $5,715 | 12/31/2023 | | DFAT | 109,208 | $5,715 | 12/31/2023 | | Cherry Tree Wealth Management LLC | 108,935 | $5,701 | 12/31/2023 | | DFAT | 108,935 | $5,701 | 12/31/2023 | | Monticello Wealth Management LLC | 106,829 | $5,590 | 12/31/2023 | | DFAT | 106,829 | $5,590 | 12/31/2023 | | Red Lighthouse Investment Management LLC | 106,405 | $5,568 | 12/31/2023 | | DFAT | 106,405 | $5,568 | 12/31/2023 | | GWM Advisors LLC | 107,461 | $5,507 | 12/31/2023 | | DFAT | 107,461 | $5,507 | 12/31/2023 | | Disciplined Investments LLC | 101,100 | $5,503 | 03/31/2024 | | DFAT | 101,100 | $5,503 | 03/31/2024 | | Cypress Point Wealth Management LLC | 104,433 | $5,465 | 12/31/2023 | | DFAT | 104,433 | $5,465 | 12/31/2023 | | OMNI 360 Wealth Inc. | 104,137 | $5,449 | 12/31/2023 | | DFAT | 104,137 | $5,449 | 12/31/2023 | | Cresset Asset Management LLC | 103,531 | $5,418 | 12/31/2023 | | DFAT | 103,531 | $5,418 | 12/31/2023 | | Gibson Capital LLC | 101,888 | $5,332 | 12/31/2023 | | DFAT | 101,888 | $5,332 | 12/31/2023 | | Better Money Decisions LLC | 96,651 | $5,058 | 12/31/2023 | | DFAT | 96,651 | $5,058 | 12/31/2023 | | Carlson Capital Management | 91,618 | $4,987 | 03/31/2024 | | DFAT | 91,618 | $4,987 | 03/31/2024 | | CFS Investment Advisory Services LLC | 93,803 | $4,909 | 12/31/2023 | | DFAT | 93,803 | $4,909 | 12/31/2023 | | Private Wealth Management Group LLC | 91,503 | $4,788 | 12/31/2023 | | DFAT | 91,503 | $4,788 | 12/31/2023 | | Advisor Group Holdings Inc. | 90,854 | $4,755 | 12/31/2023 | | DFAT | 90,854 | $4,755 | 12/31/2023 | | Schwarz Dygos Wheeler Investment Advisors LLC | 90,781 | $4,751 | 12/31/2023 | | DFAT | 90,781 | $4,751 | 12/31/2023 | | Shearwater Capital LLC | 86,234 | $4,694 | 03/31/2024 | | DFAT | 86,234 | $4,694 | 03/31/2024 | | Park Avenue Securities LLC | 86,190 | $4,691 | 03/31/2024 | | DFAT | 86,190 | $4,691 | 03/31/2024 | | RTD Financial Advisors Inc. | 86,443 | $4,524 | 12/31/2023 | | DFAT | 86,443 | $4,524 | 12/31/2023 | | Pioneer Wealth Management Group | 82,748 | $4,504 | 03/31/2024 | | DFAT | 82,748 | $4,504 | 03/31/2024 | | TAGStone Capital Inc. | 86,052 | $4,503 | 12/31/2023 | | DFAT | 86,052 | $4,503 | 12/31/2023 | | Wealthstream Advisors Inc. | 82,449 | $4,315 | 12/31/2023 | | DFAT | 82,449 | $4,315 | 12/31/2023 | | Soundmark Wealth Management LLC | 79,133 | $4,307 | 03/31/2024 | | DFAT | 79,133 | $4,307 | 03/31/2024 | | Claris Advisors LLC MO | 79,287 | $4,149 | 12/31/2023 | | DFAT | 79,287 | $4,149 | 12/31/2023 | | Shira Ridge Wealth Management | 78,980 | $4,133 | 12/31/2023 | | DFAT | 78,980 | $4,133 | 12/31/2023 | | Diversified Portfolios Inc. | 78,641 | $4,115 | 12/31/2023 | | DFAT | 78,641 | $4,115 | 12/31/2023 | | Evensky & Katz LLC | 74,455 | $4,053 | 03/31/2024 | | DFAT | 74,455 | $4,053 | 03/31/2024 | | City State Bank | 74,201 | $4,039 | 03/31/2024 | | DFAT | 74,201 | $4,039 | 03/31/2024 | | Level Financial Advisors Inc. | 77,015 | $4,030 | 12/31/2023 | | DFAT | 77,015 | $4,030 | 12/31/2023 | | BetterWealth LLC | 76,414 | $3,999 | 12/31/2023 | | DFAT | 76,414 | $3,999 | 12/31/2023 | | True Wealth Design LLC | 75,899 | $3,972 | 12/31/2023 | | DFAT | 75,899 | $3,972 | 12/31/2023 | | Annapolis Financial Services LLC | 74,937 | $3,921 | 12/31/2023 | | DFAT | 74,937 | $3,921 | 12/31/2023 | | Morgan Stanley | 71,579 | $3,746 | 12/31/2023 | | DFAT | 71,579 | $3,746 | 12/31/2023 | | Total Wealth Planning LLC | 69,905 | $3,658 | 12/31/2023 | | DFAT | 69,905 | $3,658 | 12/31/2023 | | Resources Investment Advisors LLC. | 69,278 | $3,625 | 12/31/2023 | | DFAT | 69,278 | $3,625 | 12/31/2023 | | SC&H Financial Advisors Inc. | 67,509 | $3,533 | 12/31/2023 | | DFAT | 67,509 | $3,533 | 12/31/2023 | | Exencial Wealth Advisors LLC | 65,421 | $3,423 | 12/31/2023 | | DFAT | 65,421 | $3,423 | 12/31/2023 | | Efficient Advisors LLC | 63,607 | $3,329 | 12/31/2023 | | DFAT | 63,607 | $3,329 | 12/31/2023 | | Klingman & Associates LLC | 62,289 | $3,260 | 12/31/2023 | | DFAT | 62,289 | $3,260 | 12/31/2023 | | Physician Wealth Solutions Inc. | 61,067 | $3,196 | 12/31/2023 | | DFAT | 61,067 | $3,196 | 12/31/2023 | | Eqis Capital Management Inc. | 60,908 | $3,187 | 12/31/2023 | | DFAT | 60,908 | $3,187 | 12/31/2023 | | LJI Wealth Management LLC | 60,178 | $3,149 | 12/31/2023 | | DFAT | 60,178 | $3,149 | 12/31/2023 | | ARK & TLK Investments LLC | 58,876 | $3,081 | 12/31/2023 | | DFAT | 58,876 | $3,081 | 12/31/2023 | | Grand Wealth Management LLC | 57,301 | $2,999 | 12/31/2023 | | DFAT | 57,301 | $2,999 | 12/31/2023 | | EverSource Wealth Advisors LLC | 54,892 | $2,872 | 12/31/2023 | | DFAT | 54,892 | $2,872 | 12/31/2023 | | Orion Portfolio Solutions LLC | 55,664 | $2,858 | 12/31/2023 | | DFAT | 55,664 | $2,858 | 12/31/2023 | | Live Oak Private Wealth LLC | 53,416 | $2,795 | 12/31/2023 | | DFAT | 53,416 | $2,795 | 12/31/2023 | | Thrivent Financial for Lutherans | 51,549 | $2,698 | 12/31/2023 | | DFAT | 51,549 | $2,698 | 12/31/2023 | | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 51,093 | $2,674 | 12/31/2023 | | DFAT | 51,093 | $2,674 | 12/31/2023 | | Farther Finance Advisors LLC | 51,001 | $2,669 | 12/31/2023 | | DFAT | 51,001 | $2,669 | 12/31/2023 | | Jentner Corp | 49,264 | $2,578 | 12/31/2023 | | DFAT | 49,264 | $2,578 | 12/31/2023 | | Delap Wealth Advisory LLC | 48,980 | $2,563 | 12/31/2023 | | DFAT | 48,980 | $2,563 | 12/31/2023 | | WorthPointe LLC | 48,641 | $2,545 | 12/31/2023 | | DFAT | 48,641 | $2,545 | 12/31/2023 | | SOL Capital Management CO | 48,543 | $2,540 | 12/31/2023 | | DFAT | 48,543 | $2,540 | 12/31/2023 | | Balyasny Asset Management LLC | 48,512 | $2,539 | 12/31/2023 | | DFAT | 48,512 | $2,539 | 12/31/2023 | | Private Advisor Group LLC | 47,817 | $2,502 | 12/31/2023 | | DFAT | 47,817 | $2,502 | 12/31/2023 | | Certified Advisory Corp | 45,432 | $2,377 | 12/31/2023 | | DFAT | 45,432 | $2,377 | 12/31/2023 | | OLIO Financial Planning | 44,064 | $2,330 | 12/31/2023 | | DFAT | 44,064 | $2,330 | 12/31/2023 | | Applied Capital LLC | 46,852 | $2,282 | 12/31/2023 | | DFAT | 46,852 | $2,282 | 12/31/2023 | | Keel Point LLC | 42,869 | $2,243 | 12/31/2023 | | DFAT | 42,869 | $2,243 | 12/31/2023 | | Townsquare Capital LLC | 41,588 | $2,176 | 12/31/2023 | | DFAT | 41,588 | $2,176 | 12/31/2023 | | Elevate Wealth Advisory Inc. | 41,472 | $2,170 | 12/31/2023 | | DFAT | 41,472 | $2,170 | 12/31/2023 | | Werba Rubin Papier Wealth Management | 41,107 | $2,151 | 12/31/2023 | | DFAT | 41,107 | $2,151 | 12/31/2023 | | Annandale Capital LLC | 40,953 | $2,143 | 12/31/2023 | | DFAT | 40,953 | $2,143 | 12/31/2023 | | Mattern Wealth Management LLC | 39,993 | $2,093 | 12/31/2023 | | DFAT | 39,993 | $2,093 | 12/31/2023 | | Aurum Wealth Management Group LLC | 38,355 | $2,088 | 03/31/2024 | | DFAT | 38,355 | $2,088 | 03/31/2024 | | US Bancorp DE | 38,738 | $2,027 | 12/31/2023 | | DFAT | 38,738 | $2,027 | 12/31/2023 | | Abel Hall LLC | 38,737 | $2,027 | 12/31/2023 | | DFAT | 38,737 | $2,027 | 12/31/2023 | | Bridgewater Advisors Inc. | 38,379 | $2,008 | 12/31/2023 | | DFAT | 38,379 | $2,008 | 12/31/2023 | | Cassady Schiller Wealth Management LLC | 37,400 | $1,957 | 12/31/2023 | | DFAT | 37,400 | $1,957 | 12/31/2023 | | Investmark Advisory Group LLC | 37,051 | $1,939 | 12/31/2023 | | DFAT | 37,051 | $1,939 | 12/31/2023 | | Glass Jacobson Investment Advisors llc | 36,336 | $1,901 | 12/31/2023 | | DFAT | 36,336 | $1,901 | 12/31/2023 | | Fortitude Family Office LLC | 33,763 | $1,838 | 03/31/2024 | | DFAT | 33,763 | $1,838 | 03/31/2024 | | Financial Synergies Wealth Advisors Inc. | 33,485 | $1,823 | 03/31/2024 | | DFAT | 33,485 | $1,823 | 03/31/2024 | | Rooted Wealth Advisors Inc. | 35,878 | $1,799 | 12/31/2023 | | DFAT | 35,878 | $1,799 | 12/31/2023 | | Heritage Investment Group Inc. | 33,879 | $1,773 | 12/31/2023 | | DFAT | 33,879 | $1,773 | 12/31/2023 | | Maryland Capital Advisors Inc. | 32,398 | $1,763 | 03/31/2024 | | DFAT | 32,398 | $1,763 | 03/31/2024 | | Kavar Capital Partners Group LLC | 33,580 | $1,757 | 12/31/2023 | | DFAT | 33,580 | $1,757 | 12/31/2023 | | Waypoint Capital Advisors LLC | 33,343 | $1,745 | 12/31/2023 | | DFAT | 33,343 | $1,745 | 12/31/2023 | | Lam Group Inc. | 32,010 | $1,742 | 03/31/2024 | | DFAT | 32,010 | $1,742 | 03/31/2024 | | Nelson Van Denburg & Campbell Wealth Management Group LLC | 32,998 | $1,727 | 12/31/2023 | | DFAT | 32,998 | $1,727 | 12/31/2023 | | Measured Wealth Private Client Group LLC | 32,834 | $1,718 | 12/31/2023 | | DFAT | 32,834 | $1,718 | 12/31/2023 | | Northern Trust Corp | 32,598 | $1,706 | 12/31/2023 | | DFAT | 32,598 | $1,706 | 12/31/2023 | | IHT Wealth Management LLC | 32,089 | $1,679 | 12/31/2023 | | DFAT | 32,089 | $1,679 | 12/31/2023 | | Schubert & Co | 31,793 | $1,664 | 12/31/2023 | | DFAT | 31,793 | $1,664 | 12/31/2023 | | Rehmann Capital Advisory Group | 31,458 | $1,646 | 12/31/2023 | | DFAT | 31,458 | $1,646 | 12/31/2023 | | Tempus Wealth Planning LLC | 31,173 | $1,631 | 12/31/2023 | | DFAT | 31,173 | $1,631 | 12/31/2023 | | Prime Capital Investment Advisors LLC | 31,108 | $1,628 | 12/31/2023 | | DFAT | 31,108 | $1,628 | 12/31/2023 | | Websterrogers Financial Advisors LLC | 30,960 | $1,620 | 12/31/2023 | | DFAT | 30,960 | $1,620 | 12/31/2023 | | Aviance Capital Partners LLC | 30,876 | $1,616 | 12/31/2023 | | DFAT | 30,876 | $1,616 | 12/31/2023 | | Versant Capital Management Inc | 29,148 | $1,587 | 03/31/2024 | | DFAT | 29,148 | $1,587 | 03/31/2024 | | CarsonAllaria Wealth Management Ltd. | 30,326 | $1,587 | 12/31/2023 | | DFAT | 30,326 | $1,587 | 12/31/2023 | | Montag A & Associates Inc. | 29,849 | $1,562 | 12/31/2023 | | DFAT | 29,849 | $1,562 | 12/31/2023 | | Two Sigma Investments LP | 29,400 | $1,539 | 12/31/2023 | | DFAT | 29,400 | $1,539 | 12/31/2023 | | Integrated Wealth Concepts LLC | 28,324 | $1,482 | 12/31/2023 | | DFAT | 28,324 | $1,482 | 12/31/2023 | | Prospera Financial Services Inc | 27,880 | $1,459 | 12/31/2023 | | DFAT | 27,880 | $1,459 | 12/31/2023 | | Tobias Financial Advisors Inc. | 27,674 | $1,448 | 12/31/2023 | | DFAT | 27,674 | $1,448 | 12/31/2023 | | Lauer Wealth LLC | 28,020 | $1,441 | 12/31/2023 | | DFAT | 28,020 | $1,441 | 12/31/2023 | | Quarry Hill Advisors LLC | 27,194 | $1,423 | 12/31/2023 | | DFAT | 27,194 | $1,423 | 12/31/2023 | | ZRC Wealth Management LLC | 27,142 | $1,420 | 12/31/2023 | | DFAT | 27,142 | $1,420 | 12/31/2023 | | Root Financial Partners LLC | 26,821 | $1,404 | 12/31/2023 | | DFAT | 26,821 | $1,404 | 12/31/2023 | | Fortress Wealth Management Inc. | 26,701 | $1,397 | 12/31/2023 | | DFAT | 26,701 | $1,397 | 12/31/2023 | | Long Island Wealth Management Inc. | 26,438 | $1,384 | 12/31/2023 | | DFAT | 26,438 | $1,384 | 12/31/2023 | | Stephens Inc. AR | 26,086 | $1,365 | 12/31/2023 | | DFAT | 26,086 | $1,365 | 12/31/2023 | | 25 LLC | 25,664 | $1,343 | 12/31/2023 | | DFAT | 25,664 | $1,343 | 12/31/2023 | | Bank of Montreal Can | 25,334 | $1,341 | 12/31/2023 | | DFAT | 25,334 | $1,341 | 12/31/2023 | | Wealthcare Advisory Partners LLC | 24,528 | $1,335 | 03/31/2024 | | DFAT | 24,528 | $1,335 | 03/31/2024 | | Zhang Financial LLC | 25,400 | $1,329 | 12/31/2023 | | DFAT | 25,400 | $1,329 | 12/31/2023 | | Addison Advisors LLC | 24,854 | $1,301 | 12/31/2023 | | DFAT | 24,854 | $1,301 | 12/31/2023 | | Moneta Group Investment Advisors LLC | 24,721 | $1,294 | 12/31/2023 | | DFAT | 24,721 | $1,294 | 12/31/2023 | | Melfa Wealth Management LLC | 24,628 | $1,289 | 12/31/2023 | | DFAT | 24,628 | $1,289 | 12/31/2023 | | Steward Partners Investment Advisory LLC | 24,325 | $1,273 | 12/31/2023 | | DFAT | 24,325 | $1,273 | 12/31/2023 | | Dfpg Investments LLC | 24,998 | $1,271 | 12/31/2023 | | DFAT | 24,998 | $1,271 | 12/31/2023 | | JFS Wealth Advisors LLC | 23,789 | $1,245 | 12/31/2023 | | DFAT | 23,789 | $1,245 | 12/31/2023 | | TIAA Trust National Association | 23,358 | $1,222 | 12/31/2023 | | DFAT | 23,358 | $1,222 | 12/31/2023 | | Mission Wealth Management LP | 23,326 | $1,221 | 12/31/2023 | | DFAT | 23,326 | $1,221 | 12/31/2023 | | WealthCollab LLC | 23,334 | $1,221 | 12/31/2023 | | DFAT | 23,334 | $1,221 | 12/31/2023 | | Oakworth Capital Inc. | 22,759 | $1,191 | 12/31/2023 | | DFAT | 22,759 | $1,191 | 12/31/2023 | | Peirce Capital Management LLC | 21,718 | $1,182 | 03/31/2024 | | DFAT | 21,718 | $1,182 | 03/31/2024 | | Sanctuary Wealth Management L.L.C. | 22,537 | $1,179 | 12/31/2023 | | DFAT | 22,537 | $1,179 | 12/31/2023 | | Bedel Financial Consulting Inc. | 22,025 | $1,153 | 12/31/2023 | | DFAT | 22,025 | $1,153 | 12/31/2023 | | Safeguard Investment Advisory Group LLC | 21,973 | $1,150 | 12/31/2023 | | DFAT | 21,973 | $1,150 | 12/31/2023 | | Wealthspan Partners LLC | 21,205 | $1,110 | 12/31/2023 | | DFAT | 21,205 | $1,110 | 12/31/2023 | | United Capital Financial Advisers LLC | 21,001 | $1,099 | 12/31/2023 | | DFAT | 21,001 | $1,099 | 12/31/2023 | | Avantax Advisory Services Inc. | 20,815 | $1,089 | 12/31/2023 | | DFAT | 20,815 | $1,089 | 12/31/2023 | | MB Generational Wealth LLC | 20,795 | $1,088 | 12/31/2023 | | DFAT | 20,795 | $1,088 | 12/31/2023 | | Balboa Wealth Partners | 20,513 | $1,073 | 12/31/2023 | | DFAT | 20,513 | $1,073 | 12/31/2023 | | Basso Capital Management L.P. | 20,303 | $1,062 | 12/31/2023 | | DFAT | 20,303 | $1,062 | 12/31/2023 | | Intergy Private Wealth LLC | 20,291 | $1,062 | 12/31/2023 | | DFAT | 20,291 | $1,062 | 12/31/2023 | | Mutual Advisors LLC | 20,240 | $1,059 | 12/31/2023 | | DFAT | 20,240 | $1,059 | 12/31/2023 | | BOS Asset Management LLC | 19,972 | $1,045 | 12/31/2023 | | DFAT | 19,972 | $1,045 | 12/31/2023 | | Rockwood Wealth Management LLC | 19,900 | $1,041 | 12/31/2023 | | DFAT | 19,900 | $1,041 | 12/31/2023 | | DiMeo Schneider & Associates L.L.C. | 19,831 | $1,038 | 12/31/2023 | | DFAT | 19,831 | $1,038 | 12/31/2023 | | Meredith Wealth Planning | 19,769 | $1,035 | 12/31/2023 | | DFAT | 19,769 | $1,035 | 12/31/2023 | | CWM LLC | 18,742 | $1,020 | 03/31/2024 | | DFAT | 18,742 | $1,020 | 03/31/2024 | | Nicholas Hoffman & Company LLC. | 19,180 | $1,004 | 12/31/2023 | | DFAT | 19,180 | $1,004 | 12/31/2023 | | Prudential Financial Inc. | 19,165 | $1,003 | 12/31/2023 | | DFAT | 19,165 | $1,003 | 12/31/2023 | | Brighton Jones LLC | 19,014 | $995 | 12/31/2023 | | DFAT | 19,014 | $995 | 12/31/2023 | | Vannoy Advisory Group Inc. | 18,890 | $989 | 12/31/2023 | | DFAT | 18,890 | $989 | 12/31/2023 | | Rollins Financial | 18,829 | $985 | 12/31/2023 | | DFAT | 18,829 | $985 | 12/31/2023 | | Rollins Financial Advisors LLC | 18,829 | $985 | 12/31/2023 | | DFAT | 18,829 | $985 | 12/31/2023 | | Principal Securities Inc. | 18,345 | $960 | 12/31/2023 | | DFAT | 18,345 | $960 | 12/31/2023 | | Dakota Wealth Management | 18,311 | $958 | 12/31/2023 | | DFAT | 18,311 | $958 | 12/31/2023 | | Bragg Financial Advisors Inc | 17,998 | $942 | 12/31/2023 | | DFAT | 17,998 | $942 | 12/31/2023 | | Curi Capital | 17,964 | $940 | 12/31/2023 | | DFAT | 17,964 | $940 | 12/31/2023 | | Pinnacle Bank | 17,579 | $920 | 12/31/2023 | | DFAT | 17,579 | $920 | 12/31/2023 | | Keebeck Wealth Management LLC | 17,580 | $920 | 12/31/2023 | | DFAT | 17,580 | $920 | 12/31/2023 | | Chicago Partners Investment Group LLC | 18,042 | $919 | 12/31/2023 | | DFAT | 18,042 | $919 | 12/31/2023 | | Apollon Wealth Management LLC | 17,498 | $916 | 12/31/2023 | | DFAT | 17,498 | $916 | 12/31/2023 | | Peapack Gladstone Financial Corp | 17,480 | $915 | 12/31/2023 | | DFAT | 17,480 | $915 | 12/31/2023 | | Bromfield Sneider Wealth Advisors | 16,714 | $910 | 03/31/2024 | | DFAT | 16,714 | $910 | 03/31/2024 | | Jones Financial Companies Lllp | 16,812 | $880 | 12/31/2023 | | DFAT | 16,812 | $880 | 12/31/2023 | | Sensible Financial Planning & Management LLC. | 16,608 | $869 | 12/31/2023 | | DFAT | 16,608 | $869 | 12/31/2023 | | Falcon Wealth Planning | 15,523 | $845 | 03/31/2024 | | DFAT | 15,523 | $845 | 03/31/2024 | | Trustmark National Bank Trust Department | 16,080 | $841 | 12/31/2023 | | DFAT | 16,080 | $841 | 12/31/2023 | | Advisory Services & Investments LLC | 15,746 | $824 | 12/31/2023 | | DFAT | 15,746 | $824 | 12/31/2023 | | Warwick Investment Management Inc. | 15,750 | $824 | 12/31/2023 | | DFAT | 15,750 | $824 | 12/31/2023 | | BBR Partners LLC | 15,514 | $812 | 12/31/2023 | | DFAT | 15,514 | $812 | 12/31/2023 | | Murphy Pohlad Asset Management LLC | 14,893 | $811 | 03/31/2024 | | DFAT | 14,893 | $811 | 03/31/2024 | | Rockefeller Capital Management L.P. | 15,505 | $811 | 12/31/2023 | | DFAT | 15,505 | $811 | 12/31/2023 | | Studio Investment Management LLC | 15,415 | $807 | 12/31/2023 | | DFAT | 15,415 | $807 | 12/31/2023 | | Smartleaf Asset Management LLC | 15,132 | $802 | 12/31/2023 | | DFAT | 15,132 | $802 | 12/31/2023 | | Clear Creek Financial Management LLC | 15,286 | $800 | 12/31/2023 | | DFAT | 15,286 | $800 | 12/31/2023 | | Capital Investment Advisors LLC | 14,631 | $796 | 03/31/2024 | | DFAT | 14,631 | $796 | 03/31/2024 | | U.S. Capital Wealth Advisors LLC | 15,199 | $795 | 12/31/2023 | | DFAT | 15,199 | $795 | 12/31/2023 | | CPA Asset Management LLC | 14,837 | $776 | 12/31/2023 | | DFAT | 14,837 | $776 | 12/31/2023 | | WMG Financial Advisors LLC | 14,748 | $772 | 12/31/2023 | | DFAT | 14,748 | $772 | 12/31/2023 | | Keybank National Association OH | 14,486 | $758 | 12/31/2023 | | DFAT | 14,486 | $758 | 12/31/2023 | | Baker Tilly Financial LLC | 14,494 | $758 | 12/31/2023 | | DFAT | 14,494 | $758 | 12/31/2023 | | Commerce Bank | 14,419 | $755 | 12/31/2023 | | DFAT | 14,419 | $755 | 12/31/2023 | | Signet Financial Management LLC | 13,847 | $754 | 03/31/2024 | | DFAT | 13,847 | $754 | 03/31/2024 | | Warren Averett Asset Management LLC | 14,344 | $751 | 12/31/2023 | | DFAT | 14,344 | $751 | 12/31/2023 | | Olistico Wealth LLC | 14,252 | $746 | 12/31/2023 | | DFAT | 14,252 | $746 | 12/31/2023 | | Main Street Financial Solutions LLC | 14,128 | $739 | 12/31/2023 | | DFAT | 14,128 | $739 | 12/31/2023 | | Plante Moran Financial Advisors LLC | 13,986 | $732 | 12/31/2023 | | DFAT | 13,986 | $732 | 12/31/2023 | | Atria Wealth Solutions Inc. | 13,875 | $726 | 12/31/2023 | | DFAT | 13,875 | $726 | 12/31/2023 | | Morris Financial Concepts Inc. | 13,261 | $694 | 12/31/2023 | | DFAT | 13,261 | $694 | 12/31/2023 | | CVA Family Office LLC | 12,575 | $684 | 03/31/2024 | | DFAT | 12,575 | $684 | 03/31/2024 | | CAPROCK Group Inc. | 13,059 | $683 | 12/31/2023 | | DFAT | 13,059 | $683 | 12/31/2023 | | HB Wealth Management LLC | 13,051 | $683 | 12/31/2023 | | DFAT | 13,051 | $683 | 12/31/2023 | | Advisor Resource Council | 12,981 | $679 | 12/31/2023 | | DFAT | 12,981 | $679 | 12/31/2023 | | Dynamic Advisor Solutions LLC | 12,438 | $677 | 03/31/2024 | | DFAT | 12,438 | $677 | 03/31/2024 | | BCR Wealth Strategies LLC | 12,917 | $675 | 12/31/2023 | | DFAT | 12,917 | $675 | 12/31/2023 | | McGlone Suttner Wealth Management Inc. | 12,642 | $662 | 12/31/2023 | | DFAT | 12,642 | $662 | 12/31/2023 | | Whittier Trust Co. | 12,636 | $661 | 12/31/2023 | | DFAT | 12,636 | $661 | 12/31/2023 | | Dorsey & Whitney Trust CO LLC | 12,410 | $649 | 12/31/2023 | | DFAT | 12,410 | $649 | 12/31/2023 | | B.O.S.S. Retirement Advisors LLC | 12,299 | $644 | 12/31/2023 | | DFAT | 12,299 | $644 | 12/31/2023 | | Ferguson Wellman Capital Management Inc. | 11,787 | $642 | 03/31/2024 | | DFAT | 11,787 | $642 | 03/31/2024 | | Smith Chas P & Associates PA Cpas | 12,271 | $642 | 12/31/2023 | | DFAT | 12,271 | $642 | 12/31/2023 | | GUNN & Co INVESTMENT MANAGEMENT INC. | 12,271 | $642 | 12/31/2023 | | DFAT | 12,271 | $642 | 12/31/2023 | | Rappaport Reiches Capital Management LLC | 12,178 | $637 | 12/31/2023 | | DFAT | 12,178 | $637 | 12/31/2023 | | Cascade Wealth Advisors Inc | 12,351 | $635 | 03/31/2024 | | DFAT | 12,351 | $635 | 03/31/2024 | | SILVER OAK SECURITIES Inc | 12,088 | $633 | 12/31/2023 | | DFAT | 12,088 | $633 | 12/31/2023 | | We Are One Seven LLC | 12,089 | $633 | 12/31/2023 | | DFAT | 12,089 | $633 | 12/31/2023 | | Prevail Innovative Wealth Advisors LLC | 12,078 | $632 | 12/31/2023 | | DFAT | 12,078 | $632 | 12/31/2023 | | Evoke Wealth LLC | 12,041 | $630 | 12/31/2023 | | DFAT | 12,041 | $630 | 12/31/2023 | | RAM Investment Partners LLC | 11,936 | $625 | 12/31/2023 | | DFAT | 11,936 | $625 | 12/31/2023 | | Stone Point Wealth LLC | 11,861 | $621 | 12/31/2023 | | DFAT | 11,861 | $621 | 12/31/2023 | | Tcwp LLC | 11,789 | $617 | 12/31/2023 | | DFAT | 11,789 | $617 | 12/31/2023 | | NCM Capital Management LLC | 11,728 | $614 | 12/31/2023 | | DFAT | 11,728 | $614 | 12/31/2023 | | Janney Montgomery Scott LLC | 11,685 | $611 | 12/31/2023 | | DFAT | 11,685 | $611 | 12/31/2023 | | Forza Wealth Management LLC | 11,585 | $606 | 12/31/2023 | | DFAT | 11,585 | $606 | 12/31/2023 | | Vance Wealth Inc. | 11,518 | $603 | 12/31/2023 | | DFAT | 11,518 | $603 | 12/31/2023 | | Five Oceans Advisors | 11,135 | $583 | 12/31/2023 | | DFAT | 11,135 | $583 | 12/31/2023 | | Integrated Advisors Network LLC | 11,123 | $582 | 12/31/2023 | | DFAT | 11,123 | $582 | 12/31/2023 | | STA Wealth Management LLC | 11,099 | $581 | 12/31/2023 | | DFAT | 11,099 | $581 | 12/31/2023 | | GenTrust LLC | 11,082 | $580 | 12/31/2023 | | DFAT | 11,082 | $580 | 12/31/2023 | | WoodTrust Financial Corp | 10,993 | $575 | 12/31/2023 | | DFAT | 10,993 | $575 | 12/31/2023 | | Aptus Capital Advisors LLC | 10,905 | $571 | 12/31/2023 | | DFAT | 10,905 | $571 | 12/31/2023 | | O Shaughnessy Asset Management LLC | 10,828 | $567 | 12/31/2023 | | DFAT | 10,828 | $567 | 12/31/2023 | | Global Trust Asset Management LLC | 10,382 | $565 | 03/31/2024 | | DFAT | 10,382 | $565 | 03/31/2024 | | Financial Engines Advisors L.L.C. | 10,773 | $564 | 12/31/2023 | | DFAT | 10,773 | $564 | 12/31/2023 | | Flow Traders U.S. LLC | 10,757 | $563 | 12/31/2023 | | DFAT | 10,757 | $563 | 12/31/2023 | | Liberty Capital Management Inc. | 10,305 | $561 | 03/31/2024 | | DFAT | 10,305 | $561 | 03/31/2024 | | Strategic Financial Services Inc | 10,714 | $561 | 12/31/2023 | | DFAT | 10,714 | $561 | 12/31/2023 | | Ronald Blue Trust Inc. | 10,680 | $559 | 12/31/2023 | | DFAT | 10,680 | $559 | 12/31/2023 | | RMB Capital Management LLC | 10,646 | $557 | 12/31/2023 | | DFAT | 10,646 | $557 | 12/31/2023 | | Fort Point Capital Partners LLC | 10,558 | $552 | 12/31/2023 | | DFAT | 10,558 | $552 | 12/31/2023 | | Hemington Wealth Management | 10,482 | $549 | 12/31/2023 | | DFAT | 10,482 | $549 | 12/31/2023 | | Bartlett & Co. LLC | 10,309 | $545 | 12/31/2023 | | DFAT | 10,309 | $545 | 12/31/2023 | | Bartlett & CO. Wealth Management LLC | 10,309 | $545 | 12/31/2023 | | DFAT | 10,309 | $545 | 12/31/2023 | | Sigma Planning Corp | 10,340 | $541 | 12/31/2023 | | DFAT | 10,340 | $541 | 12/31/2023 | | tru Independence LLC | 10,194 | $533 | 12/31/2023 | | DFAT | 10,194 | $533 | 12/31/2023 | | Geneos Wealth Management Inc. | 10,127 | $530 | 12/31/2023 | | DFAT | 10,127 | $530 | 12/31/2023 | | Fischer Investment Strategies LLC | 10,095 | $528 | 12/31/2023 | | DFAT | 10,095 | $528 | 12/31/2023 | | Sand Hill Global Advisors LLC | 10,068 | $527 | 12/31/2023 | | DFAT | 10,068 | $527 | 12/31/2023 | | Pinnacle Financial Partners Inc. | 10,079 | $527 | 12/31/2023 | | DFAT | 10,079 | $527 | 12/31/2023 | | Arista Wealth Management LLC | 9,636 | $504 | 12/31/2023 | | DFAT | 9,636 | $504 | 12/31/2023 | | Capital Investment Advisory Services LLC | 9,452 | $495 | 12/31/2023 | | DFAT | 9,452 | $495 | 12/31/2023 | | Baker Boyer National Bank | 9,079 | $494 | 03/31/2024 | | DFAT | 9,079 | $494 | 03/31/2024 | | Fifth Third Bancorp | 9,346 | $489 | 12/31/2023 | | DFAT | 9,346 | $489 | 12/31/2023 | | Parkside Financial Bank & Trust | 9,199 | $481 | 12/31/2023 | | DFAT | 9,199 | $481 | 12/31/2023 | | CWA Asset Management Group LLC | 9,119 | $477 | 12/31/2023 | | DFAT | 9,119 | $477 | 12/31/2023 | | Secure Asset Management LLC | 9,100 | $476 | 12/31/2023 | | DFAT | 9,100 | $476 | 12/31/2023 | | Wetherby Asset Management Inc. | 9,046 | $473 | 12/31/2023 | | DFAT | 9,046 | $473 | 12/31/2023 | | Silver Oak Advisory Group Inc. | 9,043 | $473 | 12/31/2023 | | DFAT | 9,043 | $473 | 12/31/2023 | | Perigon Wealth Management LLC | 9,011 | $472 | 12/31/2023 | | DFAT | 9,011 | $472 | 12/31/2023 | | Baystate Wealth Management LLC | 9,004 | $471 | 12/31/2023 | | DFAT | 9,004 | $471 | 12/31/2023 | | Monument Group Wealth Advisors LLC | 8,981 | $470 | 12/31/2023 | | DFAT | 8,981 | $470 | 12/31/2023 | | Lbmc Investment Advisors LLC | 8,457 | $460 | 03/31/2024 | | DFAT | 8,457 | $460 | 03/31/2024 | | Fortis Advisors LLC | 8,701 | $455 | 12/31/2023 | | DFAT | 8,701 | $455 | 12/31/2023 | | AQR Capital Management LLC | 8,584 | $449 | 12/31/2023 | | DFAT | 8,584 | $449 | 12/31/2023 | | Exeter Financial LLC | 8,456 | $448 | 03/31/2024 | | DFAT | 8,456 | $448 | 03/31/2024 | | Greenspring Advisors LLC | 8,549 | $447 | 12/31/2023 | | DFAT | 8,549 | $447 | 12/31/2023 | | Thoroughbred Financial Services LLC | 8,457 | $442 | 12/31/2023 | | DFAT | 8,457 | $442 | 12/31/2023 | | FMR LLC | 8,253 | $432 | 12/31/2023 | | DFAT | 8,253 | $432 | 12/31/2023 | | 180 Wealth Advisors LLC | 8,125 | $423 | 12/31/2023 | | DFAT | 8,125 | $423 | 12/31/2023 | | Wedmont Private Capital | 7,841 | $420 | 03/31/2024 | | DFAT | 7,841 | $420 | 03/31/2024 | | Hutchinson Capital Management CA | 8,017 | $420 | 12/31/2023 | | DFAT | 8,017 | $420 | 12/31/2023 | | Syverson Strege & Co | 8,007 | $419 | 12/31/2023 | | DFAT | 8,007 | $419 | 12/31/2023 | | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 7,841 | $410 | 12/31/2023 | | DFAT | 7,841 | $410 | 12/31/2023 | | Empower Advisory Group LLC | 7,797 | $408 | 12/31/2023 | | DFAT | 7,797 | $408 | 12/31/2023 | | Miracle Mile Advisors LLC | 7,647 | $400 | 12/31/2023 | | DFAT | 7,647 | $400 | 12/31/2023 | | Geometric Wealth Advisors | 7,629 | $399 | 12/31/2023 | | DFAT | 7,629 | $399 | 12/31/2023 | | MBM Wealth Consultants LLC | 7,591 | $395 | 12/31/2023 | | DFAT | 7,591 | $395 | 12/31/2023 | | Wells Fargo & Company MN | 7,498 | $392 | 12/31/2023 | | DFAT | 7,498 | $392 | 12/31/2023 | | Bordeaux Wealth Advisors LLC | 7,464 | $391 | 12/31/2023 | | DFAT | 7,464 | $391 | 12/31/2023 | | DBK Financial Counsel LLC | 7,150 | $389 | 03/31/2024 | | DFAT | 7,150 | $389 | 03/31/2024 | | ST Germain D J Co. Inc. | 7,099 | $386 | 03/31/2024 | | DFAT | 7,099 | $386 | 03/31/2024 | | HTG Investment Advisors Inc. | 7,328 | $383 | 12/31/2023 | | DFAT | 7,328 | $383 | 12/31/2023 | | AWM Capital LLC | 7,302 | $382 | 12/31/2023 | | DFAT | 7,302 | $382 | 12/31/2023 | | Coulter & Justus Financial Services LLC | 7,303 | $382 | 12/31/2023 | | DFAT | 7,303 | $382 | 12/31/2023 | | Foundations Investment Advisors LLC | 7,434 | $378 | 12/31/2023 | | DFAT | 7,434 | $378 | 12/31/2023 | | Lodestone Wealth Management LLC | 7,151 | $374 | 12/31/2023 | | DFAT | 7,151 | $374 | 12/31/2023 | | Staley Capital Advisers Inc. | 7,119 | $373 | 12/31/2023 | | DFAT | 7,119 | $373 | 12/31/2023 | | Greenline Partners LLC | 7,062 | $370 | 12/31/2023 | | DFAT | 7,062 | $370 | 12/31/2023 | | Rowland & Co. Investment Counsel ADV | 6,748 | $367 | 03/31/2024 | | DFAT | 6,748 | $367 | 03/31/2024 | | Financial Symmetry Inc | 6,976 | $365 | 12/31/2023 | | DFAT | 6,976 | $365 | 12/31/2023 | | Axxcess Wealth Management LLC | 6,743 | $353 | 12/31/2023 | | DFAT | 6,743 | $353 | 12/31/2023 | | KM Capital Management Ltd. | 6,742 | $353 | 12/31/2023 | | DFAT | 6,742 | $353 | 12/31/2023 | | Comerica Bank | 6,640 | $347 | 12/31/2023 | | DFAT | 6,640 | $347 | 12/31/2023 | | Wedbush Securities Inc. | 6,575 | $344 | 12/31/2023 | | DFAT | 6,575 | $344 | 12/31/2023 | | Lido Advisors LLC | 6,527 | $342 | 12/31/2023 | | DFAT | 6,527 | $342 | 12/31/2023 | | PrairieView Partners LLC | 6,480 | $339 | 12/31/2023 | | DFAT | 6,480 | $339 | 12/31/2023 | | Acorn Financial Advisory Services Inc. ADV | 6,391 | $334 | 12/31/2023 | | DFAT | 6,391 | $334 | 12/31/2023 | | Castle Wealth Management LLC | 6,284 | $329 | 12/31/2023 | | DFAT | 6,284 | $329 | 12/31/2023 | | SageView Advisory Group LLC | 6,296 | $327 | 12/31/2023 | | DFAT | 6,296 | $327 | 12/31/2023 | | Vision Capital Management Inc. | 6,203 | $325 | 12/31/2023 | | DFAT | 6,203 | $325 | 12/31/2023 | | Verus Financial Partners Inc. | 6,241 | $322 | 12/31/2023 | | DFAT | 6,241 | $322 | 12/31/2023 | | Private Trust Co. NA | 6,098 | $319 | 12/31/2023 | | DFAT | 6,098 | $319 | 12/31/2023 | | Mitchell Capital Management Co. | 6,036 | $316 | 12/31/2023 | | DFAT | 6,036 | $316 | 12/31/2023 | | Running Point Capital Advisors LLC | 6,043 | $316 | 12/31/2023 | | DFAT | 6,043 | $316 | 12/31/2023 | | GEM Asset Management LLC | 6,041 | $316 | 12/31/2023 | | DFAT | 6,041 | $316 | 12/31/2023 | | Collective Family Office LLC | 5,658 | $308 | 03/31/2024 | | DFAT | 5,658 | $308 | 03/31/2024 | | Citizens Financial Group Inc RI | 5,893 | $308 | 12/31/2023 | | DFAT | 5,893 | $308 | 12/31/2023 | | Well Done LLC | 5,888 | $308 | 12/31/2023 | | DFAT | 5,888 | $308 | 12/31/2023 | | Lincoln National Corp | 5,868 | $307 | 12/31/2023 | | DFAT | 5,868 | $307 | 12/31/2023 | | Harbor Group Inc. | 5,811 | $304 | 12/31/2023 | | DFAT | 5,811 | $304 | 12/31/2023 | | Sontag Advisory LLC | 5,792 | $303 | 12/31/2023 | | DFAT | 5,792 | $303 | 12/31/2023 | | Founders Financial Securities LLC | 5,747 | $301 | 12/31/2023 | | DFAT | 5,747 | $301 | 12/31/2023 | | IPG Investment Advisors LLC | 5,648 | $296 | 12/31/2023 | | DFAT | 5,648 | $296 | 12/31/2023 | | Clearstead Advisors LLC | 5,605 | $293 | 12/31/2023 | | DFAT | 5,605 | $293 | 12/31/2023 | | Greenleaf Trust | 5,547 | $290 | 12/31/2023 | | DFAT | 5,547 | $290 | 12/31/2023 | | Whalen Wealth Management Inc. | 5,542 | $290 | 12/31/2023 | | DFAT | 5,542 | $290 | 12/31/2023 | | Yoder Wealth Management Inc. | 5,541 | $290 | 12/31/2023 | | DFAT | 5,541 | $290 | 12/31/2023 | | Renaissance Technologies LLC | 5,500 | $288 | 12/31/2023 | | DFAT | 5,500 | $288 | 12/31/2023 | | Brookstone Capital Management | 5,246 | $286 | 03/31/2024 | | DFAT | 5,246 | $286 | 03/31/2024 | | Tortoise Investment Management LLC | 5,473 | $286 | 12/31/2023 | | DFAT | 5,473 | $286 | 12/31/2023 | | Amarillo National Bank | 5,455 | $285 | 12/31/2023 | | DFAT | 5,455 | $285 | 12/31/2023 | | Helen Stephens Group LLC | 5,448 | $285 | 12/31/2023 | | DFAT | 5,448 | $285 | 12/31/2023 | | Midland Wealth Advisors LLC | 5,418 | $284 | 12/31/2023 | | DFAT | 5,418 | $284 | 12/31/2023 | | Goldstein Advisors LLC | 5,310 | $278 | 12/31/2023 | | DFAT | 5,310 | $278 | 12/31/2023 | | Procyon Private Wealth Partners LLC | 5,064 | $276 | 03/31/2024 | | DFAT | 5,064 | $276 | 03/31/2024 | | Keener Financial Planning LLC | 5,279 | $276 | 12/31/2023 | | DFAT | 5,279 | $276 | 12/31/2023 | | Facet Wealth Inc. | 5,420 | $272 | 12/31/2023 | | DFAT | 5,420 | $272 | 12/31/2023 | | Mustard Seed Financial LLC | 5,204 | $272 | 12/31/2023 | | DFAT | 5,204 | $272 | 12/31/2023 | | Peavine Capital LLC | 5,188 | $271 | 12/31/2023 | | DFAT | 5,188 | $271 | 12/31/2023 | | Frazier Financial Advisors LLC | 5,126 | $268 | 12/31/2023 | | DFAT | 5,126 | $268 | 12/31/2023 | | Ellenbecker Investment Group | 4,896 | $267 | 03/31/2024 | | DFAT | 4,896 | $267 | 03/31/2024 | | Towneley Capital Management Inc DE | 5,097 | $267 | 12/31/2023 | | DFAT | 5,097 | $267 | 12/31/2023 | | Paragon Financial Partners Inc. | 5,082 | $266 | 12/31/2023 | | DFAT | 5,082 | $266 | 12/31/2023 | | Davis R M Inc. | 4,990 | $261 | 12/31/2023 | | DFAT | 4,990 | $261 | 12/31/2023 | | Financial Alternatives Inc | 4,946 | $259 | 12/31/2023 | | DFAT | 4,946 | $259 | 12/31/2023 | | Cypress Wealth Services LLC | 4,813 | $252 | 12/31/2023 | | DFAT | 4,813 | $252 | 12/31/2023 | | Nalls Sherbakoff Group LLC | 4,822 | $252 | 12/31/2023 | | DFAT | 4,822 | $252 | 12/31/2023 | | Ironwood Financial llc | 4,801 | $251 | 12/31/2023 | | DFAT | 4,801 | $251 | 12/31/2023 | | SJS Investment Consulting Inc. | 4,767 | $249 | 12/31/2023 | | DFAT | 4,767 | $249 | 12/31/2023 | | Ridgewood Investments LLC | 4,513 | $246 | 03/31/2024 | | DFAT | 4,513 | $246 | 03/31/2024 | | Gryphon Financial Partners LLC | 4,686 | $245 | 12/31/2023 | | DFAT | 4,686 | $245 | 12/31/2023 | | SilverOak Wealth Management LLC | 4,638 | $243 | 12/31/2023 | | DFAT | 4,638 | $243 | 12/31/2023 | | Clarity Capital Advisors LLC | 4,634 | $243 | 12/31/2023 | | DFAT | 4,634 | $243 | 12/31/2023 | | Key Financial Inc | 4,521 | $237 | 12/31/2023 | | DFAT | 4,521 | $237 | 12/31/2023 | | AdvisorNet Financial Inc | 4,228 | $230 | 03/31/2024 | | DFAT | 4,228 | $230 | 03/31/2024 | | D. E. Shaw & Co. Inc. | 4,378 | $229 | 12/31/2023 | | DFAT | 4,378 | $229 | 12/31/2023 | | IFP Advisors Inc | 4,349 | $228 | 12/31/2023 | | DFAT | 4,349 | $228 | 12/31/2023 | | Clifford Swan Investment Counsel LLC | 4,302 | $225 | 12/31/2023 | | DFAT | 4,302 | $225 | 12/31/2023 | | Financial Gravity Asset Management Inc. | 4,294 | $225 | 12/31/2023 | | DFAT | 4,294 | $225 | 12/31/2023 | | Northern Financial Advisors Inc | 4,293 | $225 | 12/31/2023 | | DFAT | 4,293 | $225 | 12/31/2023 | | Pacifica Partners Inc. | 4,224 | $223 | 03/31/2024 | | DFAT | 4,224 | $223 | 03/31/2024 | | Institute for Wealth Management LLC. | 4,263 | $223 | 12/31/2023 | | DFAT | 4,263 | $223 | 12/31/2023 | | Tranquility Partners LLC | 4,258 | $223 | 12/31/2023 | | DFAT | 4,258 | $223 | 12/31/2023 | | Steele Capital Management Inc. | 4,193 | $219 | 12/31/2023 | | DFAT | 4,193 | $219 | 12/31/2023 | | LongView Wealth Management | 4,300 | $218 | 12/31/2023 | | DFAT | 4,300 | $218 | 12/31/2023 | | Neuberger Berman Group LLC | 4,155 | $217 | 12/31/2023 | | DFAT | 4,155 | $217 | 12/31/2023 | | Jacobi Capital Management LLC | 4,106 | $215 | 12/31/2023 | | DFAT | 4,106 | $215 | 12/31/2023 | | Mokosak Advisory Group LLC | 4,099 | $215 | 12/31/2023 | | DFAT | 4,099 | $215 | 12/31/2023 | | Flagstone Financial Management | 4,113 | $215 | 12/31/2023 | | DFAT | 4,113 | $215 | 12/31/2023 | | Cladis Investment Advisory LLC | 4,079 | $213 | 12/31/2023 | | DFAT | 4,079 | $213 | 12/31/2023 | | Core Wealth Management Inc. | 4,025 | $211 | 12/31/2023 | | DFAT | 4,025 | $211 | 12/31/2023 | | Nova R Wealth Inc. | 3,828 | $208 | 03/31/2024 | | DFAT | 3,828 | $208 | 03/31/2024 | | D Orazio & Associates Inc. | 3,983 | $208 | 12/31/2023 | | DFAT | 3,983 | $208 | 12/31/2023 | | Pettinga Financial Advisors LLC | 3,956 | $207 | 12/31/2023 | | DFAT | 3,956 | $207 | 12/31/2023 | | USAdvisors Wealth Management LLC | 3,963 | $207 | 12/31/2023 | | DFAT | 3,963 | $207 | 12/31/2023 | | Fiduciary Alliance LLC | 3,935 | $206 | 12/31/2023 | | DFAT | 3,935 | $206 | 12/31/2023 | | QRG Capital Management Inc. | 3,898 | $204 | 12/31/2023 | | DFAT | 3,898 | $204 | 12/31/2023 | | Acropolis Investment Management LLC | 3,874 | $203 | 12/31/2023 | | DFAT | 3,874 | $203 | 12/31/2023 | | FF Advisors LLC | 3,868 | $202 | 12/31/2023 | | DFAT | 3,868 | $202 | 12/31/2023 | | Argent Trust Co | 3,847 | $201 | 12/31/2023 | | DFAT | 3,847 | $201 | 12/31/2023 | | Proequities Inc. | 3,775 | $198 | 12/31/2023 | | DFAT | 3,775 | $198 | 12/31/2023 | | Franklin Resources Inc. | 3,689 | $193 | 12/31/2023 | | DFAT | 3,689 | $193 | 12/31/2023 | | BOK Financial Private Wealth Inc. | 3,635 | $190 | 12/31/2023 | | DFAT | 3,635 | $190 | 12/31/2023 | | Atlas Capital Advisors LLC | 3,296 | $179 | 03/31/2024 | | DFAT | 3,296 | $179 | 03/31/2024 |  C M Bidwell & Associates Ltd. | | $169 | 12/31/2023 | | DFAT | 3,176 | $166 | 12/31/2023 | | COM | 96 | $3 | 12/31/2023 | | Qube Research & Technologies Ltd | 3,200 | $167 | 12/31/2023 | | DFAT | 3,200 | $167 | 12/31/2023 | | Red Tortoise LLC | 3,175 | $166 | 12/31/2023 | | DFAT | 3,175 | $166 | 12/31/2023 | | HWG Holdings LP | 2,976 | $156 | 12/31/2023 | | DFAT | 2,976 | $156 | 12/31/2023 | | S.A. Mason LLC | 2,829 | $154 | 03/31/2024 | | DFAT | 2,829 | $154 | 03/31/2024 | | National Bank of Canada FI | 2,910 | $151 | 12/31/2023 | | DFAT | 2,910 | $151 | 12/31/2023 | | Bessemer Group Inc. | 2,738 | $143 | 12/31/2023 | | DFAT | 2,738 | $143 | 12/31/2023 | | Blair William & Co. IL | 2,723 | $142 | 12/31/2023 | | DFAT | 2,723 | $142 | 12/31/2023 | | AlphaCore Capital LLC | 2,456 | $129 | 12/31/2023 | | DFAT | 2,456 | $129 | 12/31/2023 | | The PNC Financial Services Group Inc. | 2,407 | $126 | 12/31/2023 | | DFAT | 2,407 | $126 | 12/31/2023 | | Advisory Services Network LLC | 2,394 | $125 | 12/31/2023 | | DFAT | 2,394 | $125 | 12/31/2023 | | Motco | 2,352 | $123 | 12/31/2023 | | DFAT | 2,352 | $123 | 12/31/2023 | | Coppell Advisory Solutions LLC | 2,282 | $119 | 12/31/2023 | | DFAT | 2,282 | $119 | 12/31/2023 | | UMB Bank N A MO | 2,247 | $118 | 12/31/2023 | | DFAT | 2,247 | $118 | 12/31/2023 | | Investors Research Corp | 2,238 | $117 | 12/31/2023 | | DFAT | 2,238 | $117 | 12/31/2023 | | EdgeRock Capital LLC | 2,305 | $117 | 12/31/2023 | | DFAT | 2,305 | $117 | 12/31/2023 | | American Capital Advisory LLC | 2,195 | $115 | 12/31/2023 | | DFAT | 2,195 | $115 | 12/31/2023 | | Private Ocean LLC | 2,188 | $114 | 12/31/2023 | | DFAT | 2,188 | $114 | 12/31/2023 | | Global Retirement Partners LLC | 2,290 | $114 | 12/31/2023 | | DFAT | 2,290 | $114 | 12/31/2023 | | Clear Investment Research LLC | 2,138 | $112 | 12/31/2023 | | DFAT | 2,138 | $112 | 12/31/2023 | | Harbour Investments Inc. | 2,125 | $111 | 12/31/2023 | | DFAT | 2,125 | $111 | 12/31/2023 | | Center for Financial Planning Inc. | 2,100 | $110 | 12/31/2023 | | DFAT | 2,100 | $110 | 12/31/2023 | | Concord Wealth Partners | 2,073 | $108 | 12/31/2023 | | DFAT | 2,073 | $108 | 12/31/2023 | | Glassman Wealth Services | 2,054 | $107 | 12/31/2023 | | DFAT | 2,054 | $107 | 12/31/2023 | | McClarren Financial Advisors Inc. | 1,850 | $97 | 12/31/2023 | | DFAT | 1,850 | $97 | 12/31/2023 | | Salomon & Ludwin LLC | 1,721 | $90 | 12/31/2023 | | DFAT | 1,721 | $90 | 12/31/2023 | | Mine & Arao Wealth Creation & Management LLC. | 1,656 | $87 | 12/31/2023 | | DFAT | 1,656 | $87 | 12/31/2023 | | Bull Oak Capital LLC | 1,495 | $81 | 03/31/2024 | | DFAT | 1,495 | $81 | 03/31/2024 | | Ritter Daniher Financial Advisory LLC DE | 1,517 | $79 | 12/31/2023 | | DFAT | 1,517 | $79 | 12/31/2023 | | Trifecta Capital Advisors LLC | 1,512 | $79 | 12/31/2023 | | DFAT | 1,512 | $79 | 12/31/2023 | | Coston McIsaac & Partners | 1,423 | $74 | 12/31/2023 | | DFAT | 1,423 | $74 | 12/31/2023 | | Intelligent Financial Strategies | 1,376 | $72 | 12/31/2023 | | DFAT | 1,376 | $72 | 12/31/2023 | | Providence Capital Advisors LLC | 1,329 | $70 | 12/31/2023 | | DFAT | 1,329 | $70 | 12/31/2023 | | CENTRAL TRUST Co | 1,301 | $68 | 12/31/2023 | | DFAT | 1,301 | $68 | 12/31/2023 | | Financial Connections Group Inc. | 1,209 | $63 | 12/31/2023 | | DFAT | 1,209 | $63 | 12/31/2023 | | Sunbelt Securities Inc. | 1,036 | $56 | 03/31/2024 | | DFAT | 1,036 | $56 | 03/31/2024 | | Colonial Trust Co SC | 1,000 | $52 | 12/31/2023 | | DFAT | 1,000 | $52 | 12/31/2023 | | Tradition Wealth Management LLC | 947 | $50 | 12/31/2023 | | DFAT | 947 | $50 | 12/31/2023 | | Sittner & Nelson LLC | 939 | $49 | 12/31/2023 | | DFAT | 939 | $49 | 12/31/2023 | | CGC Financial Services LLC | 942 | $49 | 12/31/2023 | | DFAT | 942 | $49 | 12/31/2023 | | Valley National Advisers Inc. | 828 | $43 | 12/31/2023 | | DFAT | 828 | $43 | 12/31/2023 | | Oliver Lagore Vanvalin Investment Group | 759 | $40 | 12/31/2023 | | DFAT | 759 | $40 | 12/31/2023 | | Stephenson National Bank & Trust | 711 | $39 | 03/31/2024 | | DFAT | 711 | $39 | 03/31/2024 | | Angeles Wealth Management LLC | 738 | $39 | 12/31/2023 | | DFAT | 738 | $39 | 12/31/2023 | | Truvestments Capital LLC | 718 | $38 | 12/31/2023 | | DFAT | 718 | $38 | 12/31/2023 | | Mascoma Wealth Management LLC | 675 | $35 | 12/31/2023 | | DFAT | 675 | $35 | 12/31/2023 | | Signature Resources Capital Management LLC | 508 | $27 | 03/31/2024 | | DFAT | 508 | $27 | 03/31/2024 | | McIlrath & Eck LLC | 478 | $25 | 12/31/2023 | | DFAT | 478 | $25 | 12/31/2023 | | Armstrong Advisory Group Inc. | 412 | $22 | 03/31/2024 | | DFAT | 412 | $22 | 03/31/2024 | | Richardson Capital Management LLC | 420 | $22 | 12/31/2023 | | DFAT | 420 | $22 | 12/31/2023 | | Gradient Investments LLC | 339 | $18 | 12/31/2023 | | DFAT | 339 | $18 | 12/31/2023 | | WealthShield Partners LLC | 304 | $16 | 12/31/2023 | | DFAT | 304 | $16 | 12/31/2023 | | Bear Mountain Capital Inc. | 288 | $14 | 12/31/2023 | | DFAT | 288 | $14 | 12/31/2023 | | Parallel Advisors LLC | 219 | $11 | 12/31/2023 | | DFAT | 219 | $11 | 12/31/2023 | | Aspect Partners LLC | 214 | $11 | 12/31/2023 | | DFAT | 214 | $11 | 12/31/2023 | | JNBA Financial Advisors | 200 | $10 | 12/31/2023 | | DFAT | 200 | $10 | 12/31/2023 | | IAG Wealth Partners LLC | 189 | $10 | 12/31/2023 | | DFAT | 189 | $10 | 12/31/2023 | | Wetzel Investment Advisors Inc. | 200 | $10 | 12/31/2023 | | DFAT | 200 | $10 | 12/31/2023 | | Pineridge Advisors LLC | 191 | $10 | 12/31/2023 | | DFAT | 191 | $10 | 12/31/2023 | | Evermay Wealth Management LLC | 170 | $9 | 12/31/2023 | | DFAT | 170 | $9 | 12/31/2023 | | Castleview Partners LLC | 168 | $9 | 12/31/2023 | | DFAT | 168 | $9 | 12/31/2023 | | Caldwell Sutter Capital Inc. | 112 | $6 | 12/31/2023 | | DFAT | 112 | $6 | 12/31/2023 | | Semmax Financial Advisors Inc. | 120 | $6 | 12/31/2023 | | DFAT | 120 | $6 | 12/31/2023 | | Iron Horse Wealth Management LLC | 84 | $4 | 12/31/2023 | | DFAT | 84 | $4 | 12/31/2023 | | Main Street Group LTD | 83 | $4 | 12/31/2023 | | DFAT | 83 | $4 | 12/31/2023 | | Able Wealth Management LLC | 79 | $4 | 12/31/2023 | | DFAT | 79 | $4 | 12/31/2023 | | Salem Investment Counselors Inc. | 50 | $3 | 03/31/2024 | | DFAT | 50 | $3 | 03/31/2024 | | Archer Investment Corp | 35 | $2 | 12/31/2023 | | DFAT | 35 | $2 | 12/31/2023 | | Logan Capital Management Inc. | 0 | $0 | 12/31/2023 | | DFAT | 0 | $0 | 12/31/2023 | | Nemes Rush Group LLC | 7 | $0 | 12/31/2023 | | DFAT | 7 | $0 | 12/31/2023 |
See Summary: Institutional Holders of DFAT
See Details: Top 10 Hedge Funds Holding DFAT
Also See: DFAT Holdings Changes
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