αAlphaSMO

Institutions Starting with "D" (390 funds)

390 institutions currently have names starting with "D", ranked below by AUM.

DC

Decade Capital Management LLC

Total reported value

$463.4M

120 stks

2015-09-30

Concentration8.5
Portfolio Stability100.0
Sector conviction82.6
View detail
DB

De Burlo Group INC

Total reported value

$441.3M

88 stks

2026-03-31

Concentration12.7
Portfolio Stability83.4
Sector conviction60.9
View detail
DW

Decker Wealth Management LLC

Total reported value

$440.8M

105 stks

2026-03-31

Concentration11.7
Portfolio Stability16.8
Sector conviction53.1
View detail
DA

Doliver Advisors, LP

Total reported value

$439.9M

180 stks

2026-03-31

Concentration69.1
Portfolio Stability20.4
Sector conviction100.0
View detail
DC

DAFNA Capital Management LLC

Total reported value

$439.6M

83 stks

2026-03-31

Concentration17.2
Portfolio Stability29.7
Sector conviction100.0
View detail
DA

Detalus Advisors, LLC

Total reported value

$437.9M

186 stks

2026-03-31

Concentration17.7
Portfolio Stability23.8
Sector conviction52.4
View detail
DF

Delta Financial Group, Inc.

Total reported value

$437.5M

258 stks

2025-03-31

Concentration25.5
Portfolio Stability0.0
Sector conviction100.0
View detail
DC

Div Capital Phoenix Assets Ltd

Total reported value

$434.5M

11 stks

2026-03-31

Concentration81.1
Portfolio Stability24.1
Sector conviction100.0
View detail
DW

Domani Wealth, LLC

Total reported value

$431.0M

117 stks

2023-03-31

Concentration28.7
Portfolio Stability0.0
Sector conviction85.4
View detail
D&

Davidson & Garrard INC

Total reported value

$424.6M

180 stks

2017-09-30

Concentration5.4
Portfolio Stability9.6
Sector conviction47.0
View detail
DF

Dunhill Financial, LLC

Total reported value

$424.4M

1,857 stks

2026-03-31

Concentration23.8
Portfolio Stability48.4
Sector conviction66.8
View detail
DS

Dalal Street, LLC

Total reported value

$422.9M

3 stks

2026-03-31

Concentration100.0
Portfolio Stability16.3
Sector conviction100.0
View detail
DR

D.B. Root & Company, LLC

Total reported value

$418.6M

191 stks

2026-03-31

Concentration20.9
Portfolio Stability13.4
Sector conviction50.6
View detail
DC

DeDora Capital, Inc.

Total reported value

$407.8M

123 stks

2026-03-31

Concentration12.7
Portfolio Stability10.2
Sector conviction54.2
View detail
DW

Dodds Wealth, LLC

Total reported value

$407.4M

51 stks

2026-03-31

Concentration36.5
Portfolio Stability5.8
Sector conviction64.7
View detail
DI

Diligent Investors, LLC

Total reported value

$403.7M

346 stks

2026-03-31

Concentration3.8
Portfolio Stability11.9
Sector conviction45.9
View detail
D&

Dumont & Blake Investment Advisors LLC

Total reported value

$399.7M

202 stks

2026-03-31

Concentration8.4
Portfolio Stability13.6
Sector conviction58.7
View detail
DL

Dockside LLC

Total reported value

$397.4M

177 stks

2026-03-31

Concentration4.2
Portfolio Stability74.5
Sector conviction52.1
View detail
DI

DKRT Investments Corp.

Total reported value

$394.6M

48 stks

2026-03-31

Concentration36.6
Portfolio Stability36.4
Sector conviction88.2
View detail
DC

Divisar Capital Management LLC

Total reported value

$392.4M

26 stks

2026-03-31

Concentration21.1
Portfolio Stability28.2
Sector conviction100.0
View detail
DP

Divergent Planning, LLC

Total reported value

$391.5M

36 stks

2025-12-31

Concentration50.8
Portfolio Stability4.5
Sector conviction100.0
View detail
DA

Decagon Asset Management LLP

Total reported value

$386.2M

77 stks

2026-03-31

Concentration28.9
Portfolio Stability100.0
Sector conviction78.3
View detail
DC

Diametric Capital, LP

Total reported value

$384.8M

473 stks

2026-03-31

Concentration3.9
Portfolio Stability93.1
Sector conviction45.7
View detail
DF

Delta Financial Advisors LLC

Total reported value

$383.8M

149 stks

2026-03-31

Concentration7.3
Portfolio Stability12.9
Sector conviction41.9
View detail
DL

Davis-rea LTD.

Total reported value

$383.7M

54 stks

2026-03-31

Concentration14.4
Portfolio Stability22.5
Sector conviction65.4
View detail
DS

Droms Strauss Advisors INC /mo/ /adv

Total reported value

$382.6M

77 stks

2026-03-31

Concentration24.5
Portfolio Stability13.2
Sector conviction94.5
View detail
DA

Delta Air Lines, INC.

Total reported value

$377.7M

3 stks

2026-03-31

Concentration100.0
Portfolio Stability15.9
Sector conviction100.0
View detail
DA

DCF Advisers, LLC

Total reported value

$375.1M

86 stks

2026-03-31

Concentration27.1
Portfolio Stability53.9
Sector conviction80.5
View detail
DP

Doma Perpetual Capital Management LLC

Total reported value

$372.4M

11 stks

2026-03-31

Concentration43.4
Portfolio Stability26.3
Sector conviction100.0
View detail
DC

Davern Capital Partners, LP

Total reported value

$364.5M

17 stks

2026-03-31

Concentration29.9
Portfolio Stability40.8
Sector conviction100.0
View detail
DF

Donoghue Forlines LLC

Total reported value

$361.4M

118 stks

2026-03-31

Concentration13.2
Portfolio Stability100.0
Sector conviction43.4
View detail
DA

Daybright Advisory Services, Inc.

Total reported value

$361.3M

133 stks

2026-03-31

Concentration20.4
Portfolio Stability9.9
Sector conviction100.0
View detail
DW

Duncan Williams Asset Management, LLC

Total reported value

$360.7M

154 stks

2026-03-31

Concentration19.6
Portfolio Stability14.3
Sector conviction55.2
View detail
DH

Dixon Hughes Goodman Wealth Advisors LLC

Total reported value

$348.6M

1,034 stks

2022-03-31

Concentration18.2
Portfolio Stability0.0
Sector conviction38.6
View detail
DC

DG Capital Management, LLC

Total reported value

$326.2M

25 stks

2026-03-31

Concentration58.9
Portfolio Stability91.4
Sector conviction82.4
View detail
DM

DSC Meridian Capital LP

Total reported value

$325.1M

19 stks

2026-03-31

Concentration36.4
Portfolio Stability84.5
Sector conviction100.0
View detail
DC

DORVAL Corp

Total reported value

$322.3M

45 stks

2026-03-31

Concentration19.9
Portfolio Stability29.8
Sector conviction85.5
View detail
DW

Darwin Wealth Management, LLC

Total reported value

$321.0M

604 stks

2026-03-31

Concentration6.7
Portfolio Stability28.9
Sector conviction69.1
View detail
DV

Deer VII & Co. Ltd.

Total reported value

$317.0M

1 stks

2021-09-30

Concentration100.0
Portfolio Stability0.0
Sector conviction0.0
View detail
DC

Defender Capital, LLC.

Total reported value

$308.0M

37 stks

2026-06-30

Concentration35.1
Portfolio Stability24.8
Sector conviction65.0
View detail
DF

Demars Financial Group, LLC

Total reported value

$303.7M

103 stks

2026-03-31

Concentration31.0
Portfolio Stability14.8
Sector conviction74.8
View detail
DF

DHJJ Financial Advisors, Ltd.

Total reported value

$301.8M

1,081 stks

2026-03-31

Concentration9.8
Portfolio Stability8.1
Sector conviction59.1
View detail
DC

DeGreen Capital Management LLC

Total reported value

$301.4M

21 stks

2021-09-30

Concentration36.1
Portfolio Stability0.0
Sector conviction0.0
View detail
DC

Decheng Capital Management III (Cayman), LLC

Total reported value

$299.6M

26 stks

2023-09-30

Concentration43.9
Portfolio Stability0.0
Sector conviction100.0
View detail
DM

Deseret Mutual Benefit Administrators

Total reported value

$293.6M

508 stks

2026-03-31

Concentration9.4
Portfolio Stability60.6
Sector conviction42.7
View detail
DI

Dynamo Internacional Gestao De Recursos Ltda.

Total reported value

$291.6M

7 stks

2026-03-31

Concentration100.0
Portfolio Stability66.1
Sector conviction100.0
View detail
DP

Denver PWM, LLC

Total reported value

$290.9M

87 stks

2026-03-31

Concentration16.3
Portfolio Stability24.6
Sector conviction80.2
View detail
DW

Denver Wealth Management, INC.

Total reported value

$290.7M

100 stks

2026-03-31

Concentration35.5
Portfolio Stability20.0
Sector conviction100.0
View detail
DA

Daniels&Tansey,LLP

Total reported value

$288.6M

29 stks

2023-09-30

Concentration47.5
Portfolio Stability0.0
Sector conviction100.0
View detail
D&

Day & Ennis, LLC

Total reported value

$283.3M

124 stks

2023-12-31

Concentration18.7
Portfolio Stability0.0
Sector conviction61.5
View detail
DI

Davis Investment Partners, LLC

Total reported value

$283.1M

167 stks

2026-03-31

Concentration24.2
Portfolio Stability22.5
Sector conviction54.6
View detail
DK

Drummond Knight Asset Management Pty Ltd

Total reported value

$282.7M

14 stks

2026-03-31

Concentration33.0
Portfolio Stability100.0
Sector conviction100.0
View detail
DD

Delaney Dennis R

Total reported value

$282.4M

243 stks

2026-03-31

Concentration13.6
Portfolio Stability37.5
Sector conviction55.6
View detail
DK

David Kennon Inc

Total reported value

$278.9M

41 stks

2026-03-31

Concentration38.9
Portfolio Stability15.6
Sector conviction100.0
View detail
DI

Disciplined Investments, LLC

Total reported value

$278.5M

141 stks

2026-03-31

Concentration9.3
Portfolio Stability11.1
Sector conviction71.0
View detail
DE

DoubleLine ETF Adviser LP

Total reported value

$262.8M

176 stks

2026-03-31

Concentration6.8
Portfolio Stability69.1
Sector conviction74.6
View detail
DG

Discovery Group I, LLC

Total reported value

$262.0M

12 stks

2017-09-30

Concentration43.3
Portfolio Stability58.4
Sector conviction0.0
View detail
DI

DC Investments Management, LLC

Total reported value

$261.2M

76 stks

2026-03-31

Concentration92.4
Portfolio Stability29.3
Sector conviction56.0
View detail
DC

Dayah Capital LLC

Total reported value

$261.2M

37 stks

2026-03-31

Concentration49.4
Portfolio Stability100.0
Sector conviction100.0
View detail
DW

Dogwood Wealth Management LLC

Total reported value

$253.4M

851 stks

2026-06-30

Concentration15.5
Portfolio Stability18.3
Sector conviction65.2
View detail
DI

DLK Investment Management, LLC

Total reported value

$252.9M

92 stks

2026-03-31

Concentration11.2
Portfolio Stability20.6
Sector conviction44.6
View detail
DW

Ducere Wealth Management LLC

Total reported value

$251.5M

126 stks

2026-03-31

Concentration11.0
Portfolio Stability26.7
Sector conviction62.6
View detail
DW

Dopkins Wealth Management, LLC

Total reported value

$248.9M

92 stks

2026-03-31

Concentration20.1
Portfolio Stability9.8
Sector conviction86.3
View detail
DF

Dupree Financial Group, LLC

Total reported value

$248.5M

108 stks

2026-03-31

Concentration12.9
Portfolio Stability30.4
Sector conviction47.1
View detail
DF

Dixon Fnancial Services, INC.

Total reported value

$246.9M

48 stks

2026-06-30

Concentration63.4
Portfolio Stability11.0
Sector conviction100.0
View detail
DB

Dravo Bay LLC

Total reported value

$246.1M

54 stks

2026-03-31

Concentration31.8
Portfolio Stability7.5
Sector conviction100.0
View detail
DA

Dover Advisors, LLC

Total reported value

$241.7M

159 stks

2026-03-31

Concentration7.8
Portfolio Stability19.4
Sector conviction43.8
View detail
DO

denkapparat Operations GmbH

Total reported value

$241.6M

333 stks

2026-03-31

Concentration1.8
Portfolio Stability49.6
Sector conviction38.2
View detail
DC

Dean Capital Management

Total reported value

$241.4M

112 stks

2026-03-31

Concentration4.2
Portfolio Stability40.3
Sector conviction32.6
View detail
DJ

Daily Journal CORP

Total reported value

$240.7M

4 stks

2026-03-31

Concentration100.0
Portfolio Stability13.9
Sector conviction100.0
View detail
DC

Dow Chemical Co /de/

Total reported value

$238.8M

6 stks

2026-03-31

Concentration100.0
Portfolio Stability16.8
Sector conviction100.0
View detail
DR

Deane Retirement Strategies, Inc.

Total reported value

$236.2M

52 stks

2026-06-30

Concentration16.4
Portfolio Stability90.3
Sector conviction39.1
View detail
DT

Davidson Trust Co

Total reported value

$232.0M

258 stks

2026-03-31

Concentration7.2
Portfolio Stability16.5
Sector conviction54.1
View detail
DC

Dinsmore Capital Management Co/nj

Total reported value

$229.8M

134 stks

2015-09-30

Concentration3.8
Portfolio Stability43.9
Sector conviction71.9
View detail
DC

Dudley Capital Management, LLC

Total reported value

$226.7M

139 stks

2026-03-31

Concentration9.7
Portfolio Stability18.2
Sector conviction46.5
View detail
DC

Darrow Company, Inc.

Total reported value

$222.1M

56 stks

2026-03-31

Concentration20.2
Portfolio Stability5.6
Sector conviction67.8
View detail
DG

Diesslin Group, Inc.

Total reported value

$222.0M

53 stks

2026-03-31

Concentration51.8
Portfolio Stability16.0
Sector conviction100.0
View detail
DF

Delphi Financial Group, Inc.

Total reported value

$221.6M

32 stks

2026-03-31

Concentration29.2
Portfolio Stability31.9
Sector conviction59.0
View detail
DR

Decker Retirement Planning Inc.

Total reported value

$220.7M

284 stks

2026-03-31

Concentration19.8
Portfolio Stability73.6
Sector conviction100.0
View detail
DV

Dreman Value Management, L L C

Total reported value

$220.6M

457 stks

2018-03-31

Concentration16.2
Portfolio Stability37.9
Sector conviction69.9
View detail
DA

DCM Advisors, LLC

Total reported value

$219.8M

38 stks

2026-03-31

Concentration14.1
Portfolio Stability18.2
Sector conviction63.0
View detail
DC

Decatur Capital Management, Inc.

Total reported value

$218.6M

33 stks

2026-03-31

Concentration25.4
Portfolio Stability21.3
Sector conviction88.8
View detail
DF

Define Financial, LLC

Total reported value

$217.8M

47 stks

2026-06-30

Concentration43.7
Portfolio Stability17.0
Sector conviction82.3
View detail
DC

Delta Capital Management LLC

Total reported value

$217.2M

108 stks

2026-06-30

Concentration11.4
Portfolio Stability25.3
Sector conviction54.4
View detail
DS

D. Scott Neal, INC.

Total reported value

$216.2M

66 stks

2025-09-30

Concentration34.4
Portfolio Stability24.8
Sector conviction66.7
View detail
DJ

David J Yvars Group

Total reported value

$211.9M

106 stks

2026-06-30

Concentration29.8
Portfolio Stability21.7
Sector conviction100.0
View detail
DL

Donald L. Hagan, LLC

Total reported value

$203.7M

86 stks

2025-09-30

Concentration22.9
Portfolio Stability28.5
Sector conviction53.4
View detail
DA

Derbend Asset Management

Total reported value

$203.0M

114 stks

2024-03-31

Concentration14.8
Portfolio Stability0.0
Sector conviction64.7
View detail
DT

Dba Trading, LLC

Total reported value

$201.3M

39 stks

2026-03-31

Concentration100.0
Portfolio Stability100.0
Sector conviction100.0
View detail
DC

Dilation Capital Management LP

Total reported value

$199.2M

20 stks

2026-03-31

Concentration23.9
Portfolio Stability96.4
Sector conviction100.0
View detail
DE

Disciplined Equity Management, Inc.

Total reported value

$199.0M

44 stks

2026-03-31

Concentration47.9
Portfolio Stability8.1
Sector conviction55.1
View detail
D&

Dominick & Dominick LLC

Total reported value

$196.7M

183 stks

2014-12-31

Concentration5.0
Portfolio Stability32.9
Sector conviction45.5
View detail
DW

Darden Wealth Group Inc

Total reported value

$196.2M

150 stks

2026-03-31

Concentration15.5
Portfolio Stability20.6
Sector conviction100.0
View detail
DF

Downshift Financial, LLC

Total reported value

$193.2M

77 stks

2026-03-31

Concentration22.5
Portfolio Stability25.4
Sector conviction100.0
View detail
DC

Destiny Capital Corp/CO

Total reported value

$187.7M

53 stks

2026-03-31

Concentration37.9
Portfolio Stability7.6
Sector conviction100.0
View detail
DK

Davidson Kahn Capital Management, LLC

Total reported value

$187.6M

62 stks

2026-03-31

Concentration18.7
Portfolio Stability30.6
Sector conviction72.9
View detail
DR

Darwins River Capital, LP

Total reported value

$186.8M

38 stks

2026-03-31

Concentration16.0
Portfolio Stability100.0
Sector conviction100.0
View detail
DN

Dempze Nancy E

Total reported value

$182.1M

301 stks

2026-03-31

Concentration10.1
Portfolio Stability14.4
Sector conviction54.0
View detail
DW

Dominguez Wealth Management Solutions, Inc.

Total reported value

$181.5M

75 stks

2026-06-30

Concentration26.3
Portfolio Stability11.8
Sector conviction68.1
View detail
DP

DSAM Partners (London) Ltd

Total reported value

$176.5M

18 stks

2021-09-30

Concentration32.3
Portfolio Stability0.0
Sector conviction100.0
View detail
DW

DB Wealth Management Group, LLC

Total reported value

$176.1M

370 stks

2023-12-31

Concentration17.0
Portfolio Stability0.0
Sector conviction59.7
View detail
DA

Draper Asset Management, LLC

Total reported value

$175.9M

24 stks

2026-03-31

Concentration48.3
Portfolio Stability16.4
Sector conviction89.6
View detail
DW

Delos Wealth Advisors, LLC

Total reported value

$174.7M

260 stks

2026-03-31

Concentration11.1
Portfolio Stability18.8
Sector conviction53.2
View detail
DF

DHK Financial Advisors, Inc.

Total reported value

$173.9M

87 stks

2025-06-30

Concentration27.4
Portfolio Stability0.0
Sector conviction100.0
View detail
DW

Dynamic Wealth Strategies, LLC

Total reported value

$172.9M

288 stks

2026-03-31

Concentration15.6
Portfolio Stability10.3
Sector conviction42.1
View detail
DW

Defined Wealth Management, LLC

Total reported value

$170.7M

109 stks

2026-03-31

Concentration9.2
Portfolio Stability7.2
Sector conviction63.1
View detail
DW

Daner Wealth Management, LLC

Total reported value

$170.1M

88 stks

2026-03-31

Concentration22.6
Portfolio Stability13.6
Sector conviction49.8
View detail
DB

Dickmeyer Boyce Financial Management, Inc.

Total reported value

$169.9M

125 stks

2026-03-31

Concentration8.7
Portfolio Stability0.0
Sector conviction41.1
View detail
DF

Daviman Financial, LLC

Total reported value

$169.1M

85 stks

2026-03-31

Concentration14.1
Portfolio Stability32.0
Sector conviction71.6
View detail
DC

Davis Capital Management

Total reported value

$168.9M

1,270 stks

2026-06-30

Concentration15.0
Portfolio Stability20.5
Sector conviction40.4
View detail
DI

Disciplined Investors, L.L.C.

Total reported value

$168.0M

139 stks

2026-03-31

Concentration8.8
Portfolio Stability20.6
Sector conviction45.8
View detail
DC

Del-Sette Capital Management, LLC

Total reported value

$167.1M

44 stks

2026-03-31

Concentration23.2
Portfolio Stability47.9
Sector conviction49.5
View detail
DJ

Dean, Jacobson Financial Services, LLC

Total reported value

$162.8M

21 stks

2026-03-31

Concentration78.0
Portfolio Stability31.4
Sector conviction91.3
View detail
D|

Dahring | Cusmano LLC

Total reported value

$162.7M

58 stks

2026-03-31

Concentration21.2
Portfolio Stability41.2
Sector conviction83.0
View detail
DA

Deepwater Asset Management, LLC

Total reported value

$157.8M

39 stks

2026-03-31

Concentration13.0
Portfolio Stability100.0
Sector conviction95.2
View detail
DW

Dougherty Wealth Advisers LLC

Total reported value

$157.6M

107 stks

2026-03-31

Concentration52.4
Portfolio Stability31.1
Sector conviction99.6
View detail
DI

Diversified Investment Strategies, LLC

Total reported value

$156.5M

55 stks

2026-03-31

Concentration31.2
Portfolio Stability27.8
Sector conviction100.0
View detail
DC

Dialectic Capital Management, LP

Total reported value

$155.4M

98 stks

2017-03-31

Concentration34.3
Portfolio Stability100.0
Sector conviction100.0
View detail
DW

DeLarme Wealth Management, Inc.

Total reported value

$155.3M

63 stks

2026-03-31

Concentration20.5
Portfolio Stability12.8
Sector conviction100.0
View detail
DW

DecisionMap Wealth Management, LLC

Total reported value

$154.5M

129 stks

2026-03-31

Concentration9.7
Portfolio Stability18.2
Sector conviction51.0
View detail
DA

Doheny Asset Management /ca

Total reported value

$153.4M

60 stks

2026-03-31

Concentration19.1
Portfolio Stability20.7
Sector conviction61.8
View detail
DF

DiPaolo Financial Group, Inc.

Total reported value

$153.1M

47 stks

2026-06-30

Concentration35.8
Portfolio Stability11.9
Sector conviction63.5
View detail
DI

Dauntless Investment Group, LLC

Total reported value

$151.0M

69 stks

2026-03-31

Concentration100.0
Portfolio Stability100.0
Sector conviction85.4
View detail
DA

DUTCH ASSET Corp

Total reported value

$148.8M

95 stks

2026-03-31

Concentration14.6
Portfolio Stability26.5
Sector conviction71.6
View detail
DG

DMC Group, LLC

Total reported value

$148.0M

141 stks

2026-03-31

Concentration8.6
Portfolio Stability18.4
Sector conviction72.8
View detail
DC

Dorato Capital Management

Total reported value

$147.5M

254 stks

2026-06-30

Concentration15.0
Portfolio Stability12.3
Sector conviction54.6
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DL

Dentgroup LLC

Total reported value

$145.6M

93 stks

2025-12-31

Concentration10.0
Portfolio Stability10.9
Sector conviction100.0
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DW

DKM Wealth Management, Inc.

Total reported value

$138.7M

77 stks

2026-03-31

Concentration25.7
Portfolio Stability12.0
Sector conviction100.0
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DM

Delphi Management Partners VIII, L.L.C.

Total reported value

$138.5M

4 stks

2021-09-30

Concentration100.0
Portfolio Stability0.0
Sector conviction0.0
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D&

Durante & Waters, LLC

Total reported value

$138.2M

31 stks

2026-03-31

Concentration50.7
Portfolio Stability4.8
Sector conviction71.7
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DF

Demming Financial Services CORP /adv

Total reported value

$137.8M

37 stks

2026-03-31

Concentration93.7
Portfolio Stability6.3
Sector conviction47.6
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DA

Diamant Asset Management, INC.

Total reported value

$137.2M

76 stks

2026-03-31

Concentration23.9
Portfolio Stability17.4
Sector conviction53.4
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DW

David Wealth Management LLC

Total reported value

$134.3M

55 stks

2025-06-30

Concentration40.7
Portfolio Stability0.0
Sector conviction100.0
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DW

Dwr Wealth Management, LLC

Total reported value

$133.6M

56 stks

2026-06-30

Concentration25.1
Portfolio Stability16.4
Sector conviction100.0
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DQ

Dale Q Rice Investment Management Ltd

Total reported value

$132.0M

68 stks

2026-03-31

Concentration36.8
Portfolio Stability9.8
Sector conviction100.0
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DW

Delta Wealth Advisors LLC

Total reported value

$131.4M

46 stks

2026-03-31

Concentration20.7
Portfolio Stability27.1
Sector conviction100.0
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DF

DBK Financial Counsel, LLC

Total reported value

$130.2M

59 stks

2025-12-31

Concentration16.7
Portfolio Stability9.8
Sector conviction100.0
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DF

DB Fitzpatrick & Co, Inc

Total reported value

$130.1M

108 stks

2026-06-30

Concentration49.8
Portfolio Stability23.3
Sector conviction56.9
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DS

Daytona Street Capital LLC

Total reported value

$129.7M

302 stks

2026-03-31

Concentration6.1
Portfolio Stability23.2
Sector conviction59.9
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DV

Dag Ventures, LLC

Total reported value

$128.8M

3 stks

2026-03-31

Concentration100.0
Portfolio Stability37.9
Sector conviction100.0
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DD

Daniel Devine & Co

Total reported value

$125.1M

48 stks

2018-06-30

Concentration35.7
Portfolio Stability12.5
Sector conviction50.5
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DC

Destiny Capital Securities Corporation

Total reported value

$123.3M

55 stks

2023-09-30

Concentration26.5
Portfolio Stability0.0
Sector conviction84.8
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DI

DRH Investments, Inc.

Total reported value

$123.2M

16 stks

2026-03-31

Concentration40.8
Portfolio Stability18.8
Sector conviction100.0
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DF

Dynamic Financial Group

Total reported value

$122.3M

69 stks

2026-03-31

Concentration66.3
Portfolio Stability8.7
Sector conviction58.2
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DF

Defined Financial Planning LLC

Total reported value

$120.6M

65 stks

2025-09-30

Concentration18.9
Portfolio Stability54.1
Sector conviction100.0
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DW

Davis Wealth Advisors, LLC

Total reported value

$120.3M

72 stks

2026-03-31

Concentration12.6
Portfolio Stability18.6
Sector conviction100.0
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DF

Donalies Financial Planning, LLC

Total reported value

$117.3M

74 stks

2026-03-31

Concentration16.4
Portfolio Stability8.0
Sector conviction86.7
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DG

Dala Group, LLC

Total reported value

$115.4M

72 stks

2025-12-31

Concentration16.6
Portfolio Stability0.0
Sector conviction71.2
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DF

Dedeker Financial LLC

Total reported value

$114.7M

50 stks

2026-03-31

Concentration20.9
Portfolio Stability30.4
Sector conviction100.0
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DG

Doman Group, LLC

Total reported value

$113.8M

80 stks

2021-12-31

Concentration8.3
Portfolio Stability0.0
Sector conviction41.3
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