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Institutions Holding DFAS (869 holders)

869 institutions currently hold DFAS, ranked below by position value.

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Key HoldersTotal ValueAvg Weight
Creative Planning$1.9B1.27%
NORTHERN TRUST CORP$653.9M0.09%
BANK OF AMERICA CORP /DE/$470.8M0.03%
Index Fund Advisors, Inc.$419.7M18.89%
Focus Partners Wealth$249.9M0.28%
Pure Financial Advisors, LLC$227.5M3.26%
TCI Wealth Advisors, Inc.$184.6M9.80%
ENVESTNET ASSET MANAGEMENT INC$122.5M0.03%
Root Financial Partners, LLC$112.8M5.22%
Midwest Trust Co$97.9M1.22%
MERCER GLOBAL ADVISORS INC /ADV$96.6M0.14%
Plancorp, LLC$94.2M2.68%
Vise Technologies, Inc.$87.6M1.72%
ROYAL BANK OF CANADA$87.1M0.02%
BANK OF MONTREAL /CAN/$86.2M0.03%
Evanson Asset Management, LLC$86.1M4.62%
Premier Financial Group$85.3M21.46%
Washington Trust Bank$81.2M5.99%
Great Waters Wealth Management$78.0M8.25%
Savant Capital, LLC$77.7M0.38%
First Command Advisory Services, Inc.$77.7M0.52%
Confluence Wealth Services, Inc.$74.2M2.88%
RAYMOND JAMES FINANCIAL INC$73.1M0.02%
UBS Group AG$72.1M0.01%
HighTower Advisors, LLC$70.9M0.08%
Moisand Fitzgerald Tamayo, LLC$69.0M7.42%
Focus Partners Advisor Solutions, LLC$66.7M0.67%
LPL Financial LLC$63.6M0.02%
Pathstone Holdings, LLC$60.8M0.24%
BROWN ADVISORY INC$56.2M0.09%
DAVENPORT & Co LLC$53.7M0.29%
Wealth Management Nebraska$53.4M5.41%
Bleakley Financial Group, LLC$53.4M0.83%
Chicago Partners Investment Group LLC$52.5M1.17%
DiNuzzo Private Wealth, Inc.$52.3M5.64%
MassMutual Private Wealth & Trust, FSB$52.3M1.42%
Stordahl Capital Management, Inc.$50.6M10.43%
EP Wealth Advisors, LLC$48.2M0.24%
COMMONWEALTH EQUITY SERVICES, LLC$47.9M0.07%
Mariner, LLC$46.0M0.05%
Cetera Investment Advisers$45.5M0.05%
Three Arch Wealth Management LLC$44.8M8.06%
Corient Private Wealth LLC$42.3M0.06%
TRUIST FINANCIAL CORP$42.1M0.06%
Cerity Partners LLC$40.5M0.06%
DIXON FNANCIAL SERVICES, INC.$39.7M17.80%
Elser Financial Planning, Inc$39.4M1.91%
SAX WEALTH ADVISORS, LLC$38.2M1.85%
Beaird Harris Wealth Management, LLC$37.7M2.56%
Modera Wealth Management, LLC$36.1M0.43%
KWMG, LLC$35.2M2.94%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$34.9M0.02%
Thrivent Financial for Lutherans$34.3M0.07%
Hurlow Wealth Management Group, Inc.$34.2M8.13%
Austin Asset Management Co Inc$32.9M5.41%
Richard Young Associates, Ltd.$32.8M24.87%
OSAIC HOLDINGS, INC.$32.2M0.05%
Heritage Investment Group, Inc.$31.4M4.75%
Heritage Wealth Management, Inc./Texas$30.9M13.20%
PHILLIPS FINANCIAL MANAGEMENT, LLC$30.9M2.24%
Sequoia Financial Advisors, LLC$30.6M0.17%
ACORN CREEK CAPITAL LLC$30.4M10.86%
DecisionPoint Financial, LLC$30.1M6.49%
FINANCIAL CONSULATE, INC$30.1M3.75%
FIFTH THIRD BANCORP$27.9M0.05%
Tanager Wealth Management LLP$27.7M2.68%
Cambridge Investment Research Advisors, Inc.$27.5M0.07%
Farther Finance Advisors, LLC$27.3M0.26%
Apella Capital, LLC$27.1M0.40%
M Holdings Securities, Inc.$26.9M1.82%
CAPTRUST FINANCIAL ADVISORS$25.8M0.04%
CHOREO, LLC$25.6M0.31%
Beacon Pointe Advisors, LLC$25.6M0.14%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC$25.1M3.96%
Disciplined Equity Management, Inc.$24.9M12.49%
Your Advocates Ltd., LLP$24.7M7.52%
Guardian Wealth Management, LLC$24.2M7.35%
Tillman Hartley LLC$23.9M6.00%
JACKSON THORNTON WEALTH MANAGEMENT, LLC$23.1M2.08%
Foster Group, Inc.$23.0M0.69%
PCA Investment Advisory Services Inc.$22.6M7.56%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$22.6M0.39%
BUILDER INVESTMENT GROUP INC /ADV$22.4M4.87%
Tilson Financial Group, Inc.$22.0M6.59%
JONES FINANCIAL COMPANIES LLLP$21.6M0.01%
Planning Center, Inc.$21.4M2.17%
WELLS FARGO & COMPANY/MN$21.3M0.00%
Advisory Alpha, LLC$21.1M0.58%
Forum Private Client Group LLC$21.0M7.00%
PINNEY & SCOFIELD, INC.$20.8M11.21%
MISSION WEALTH MANAGEMENT, LP$20.8M0.43%
Pillar Financial Advisors, LLC$20.6M12.05%
Parkwoods Wealth Partners, LLC$20.5M5.04%
MASECO LLP$20.5M0.64%
HILL ISLAND FINANCIAL LLC$20.2M4.92%
McNamara Financial Services, Inc.$20.2M3.82%
Financial Synergies Wealth Advisors, Inc.$20.2M1.92%
Allodium Investment Consultants, LLC$19.8M9.46%
Tassel Capital Management, Inc.$19.3M10.48%
MONOGRAPH WEALTH ADVISORS, LLC$19.2M1.82%
WPWealth LLP$18.6M2.84%
AdvisorNet Financial, Inc$18.4M0.95%
STIFEL FINANCIAL CORP$18.4M0.02%
Forvis Mazars Wealth Advisors, LLC$18.3M0.35%
McLean Asset Management Corp$18.3M3.21%
EnRich Financial Partners LLC$18.3M4.84%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$18.0M0.04%
LRI Investments, LLC$17.9M1.59%
Lutz Financial Services LLC$17.0M1.14%
Factor Wealth Management LTD$16.9M3.19%
OneDigital Investment Advisors LLC$16.8M0.16%
New Hampshire Trust$16.6M3.36%
PARK AVENUE SECURITIES LLC$16.6M0.13%
JPMORGAN CHASE & CO$16.5M0.00%
Allworth Financial LP$16.4M0.07%
G2 CAPITAL MANAGEMENT, LLC / OH$16.4M3.98%
HARBOUR INVESTMENTS, INC.$16.0M0.25%
SENTINEL WEALTH MANAGEMENT, INC.$15.8M12.65%
McGlone Suttner Wealth Management, Inc.$15.6M2.06%
True Link Financial Advisors, LLC$15.6M0.96%
Aspen Capital Management, LLC$15.4M3.81%
West Financial Advisors, LLC$15.2M2.58%
Financial Engines Advisors L.L.C.$14.8M0.03%
Dynamic Advisor Solutions LLC$14.6M0.46%
BlackRock, Inc.$14.5M0.00%
Bridgewater Advisors Inc.$14.2M0.84%
Midwest Heritage Bank, FSB$14.1M4.52%
BANNERMAN WEALTH MANAGEMENT GROUP, LLC$13.5M9.07%
AIRE ADVISORS, LLC$13.4M2.45%
Conservest Capital Advisors, Inc.$13.3M1.20%
B&D White Capital Company, LLC$13.3M1.64%
Sterling Wealth Management, Inc.$13.2M3.62%
Wescott Financial Advisory Group, LLC$13.2M1.15%
CONNABLE OFFICE INC$13.0M1.28%
Syverson Strege & Co$12.9M3.09%
Trinity Financial Advisors LLC$12.8M3.64%
American Investment Services, Inc.$12.8M2.84%
Pacific Sage Partners, LLC$12.6M1.99%
Burk Holdings LLC$12.6M5.40%
First Bancorp, Inc /ME/$12.6M6.26%
Modern Wealth Management, LLC$12.5M0.21%
Summit Wealth Group, LLC$12.4M2.83%
One Capital Management, LLC$12.3M0.34%
JGP Wealth Management, LLC$12.2M1.27%
Spinnaker Investment Group, LLC$12.1M2.47%
Invst, LLC$11.9M1.35%
Mendota Financial Group, LLC$11.9M8.80%
MML INVESTORS SERVICES, LLC$11.7M0.03%
Smartleaf Asset Management LLC$11.7M0.42%
AQR CAPITAL MANAGEMENT LLC$11.7M0.01%
Institutions Holding DFAS (869 holders) | AlphaSMO