αAlphaSMO

Institutions Holding DFSB (118 holders)

118 institutions currently hold DFSB, ranked below by position value.

View full stock page for DFSB

Key HoldersTotal ValueAvg Weight
Abacus Wealth Partners, LLC$135.1M12.33%
MASECO LLP$96.0M3.01%
MERCER GLOBAL ADVISORS INC /ADV$43.6M0.06%
Quantum Financial Advisors, LLC$27.2M3.06%
SEI INVESTMENTS CO$13.5M0.01%
SEEDS INVESTOR LLC$13.4M1.83%
Simplicity Wealth,LLC$13.0M0.74%
Composition Wealth, LLC$12.7M0.17%
Parkshore Wealth Management, Inc.$11.2M3.74%
Planning Center, Inc.$9.8M0.99%
Momentous Wealth Management, Inc.$9.5M5.44%
Citrine Capital LLC$8.5M3.71%
Apella Capital, LLC$8.3M0.12%
Corient Private Wealth LLC$6.5M0.01%
Allodium Investment Consultants, LLC$5.4M2.59%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4.9M0.01%
Beacon Pointe Advisors, LLC$4.6M0.02%
Focus Partners Advisor Solutions, LLC$4.2M0.04%
OneDigital Investment Advisors LLC$4.0M0.04%
RAM Investment Partners, LLC$3.2M0.57%
Betterment LLC$3.0M0.01%
SUMMIT WEALTH GROUP LLC / CO$2.6M0.27%
LPL Financial LLC$2.5M0.00%
Farther Finance Advisors, LLC$2.4M0.02%
Broadhurst Jeffrey B$2.3M2.38%
AA Financial Advisors, LLC$2.2M0.31%
Vermillion Wealth Management, Inc.$1.5M0.60%
Wheels Up Wealth, Inc.$1.4M1.35%
Samalin Investment Counsel, LLC$1.4M0.50%
Creative Capital Management Investments LLC$1.4M0.40%
Sequoia Financial Advisors, LLC$1.4M0.01%
Tanager Wealth Management LLP$1.3M0.13%
Babb Wealth Advisors LLC$1.3M0.72%
RW Investment Management LLC$1.1M0.11%
CURIO WEALTH, LLC$1.1M0.37%
COMMONWEALTH EQUITY SERVICES, LLC$1.1M0.00%
OSAIC HOLDINGS, INC.$1.0M0.00%
HighTower Advisors, LLC$1.0M0.00%
Cambridge Investment Research Advisors, Inc.$975.0K0.00%
Root Financial Partners, LLC$935.9K0.04%
Strathmore Capital Advisors, Inc.$911.1K0.26%
Wealth Advisors Northwest LLC$907.5K0.38%
von Borstel & Associates, Inc.$890.0K0.20%
Flagstone Financial Management$886.3K0.22%
Skyline Advisors, Inc.$871.9K0.30%
Mason & Associates Inc$817.5K0.16%
BetterWealth, LLC$810.1K0.16%
Rehmann Capital Advisory Group$746.4K0.04%
PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV$739.4K0.66%
McCartney Wealth Management LLC$722.3K0.61%
Virtu Financial LLC$710.0K0.03%
Krilogy Financial LLC$709.0K0.02%
Modera Wealth Management, LLC$683.8K0.01%
Aerodigm Wealth, LLC$683.7K0.26%
Petersen Hastings Wealth Advisors Inc.$673.5K0.06%
Vise Technologies, Inc.$649.0K0.01%
JANE STREET GROUP, LLC$625.4K0.00%
Concord Wealth Partners$618.4K0.08%
Geometric Wealth Advisors$613.8K0.08%
WPWealth LLP$592.9K0.09%
Vestment Financial LLC$584.7K0.28%
Private Advisor Group, LLC$570.5K0.00%
CAHILL FINANCIAL ADVISORS INC$560.3K0.06%
DiNuzzo Private Wealth, Inc.$549.9K0.06%
Level Financial Advisors$520.5K0.13%
Clarity Asset Management, Inc.$497.7K0.25%
Kestra Advisory Services, LLC$486.4K0.00%
M. Kulyk & Associates, LLC$480.2K0.09%
FIDUCIARY FINANCIAL GROUP, LLC$471.4K0.06%
Rossby Financial, LCC$448.3K0.09%
MISSION WEALTH MANAGEMENT, LP$430.3K0.01%
Aspen Capital Management, LLC$410.8K0.10%
Shore Point Advisors, LLC$407.1K0.16%
Ballast Rock Private Wealth LLC$403.3K0.22%
Fortis Capital Management LLC$392.5K0.04%
COMPASS CAPITAL CORP /MA/ /ADV$388.2K0.14%
SAX WEALTH ADVISORS, LLC$381.6K0.02%
XY Planning Network, Inc.$365.1K0.06%
Stewardship Advisors, LLC$365.0K0.08%
GRAND WEALTH MANAGEMENT, LLC$361.4K0.17%
Summit Wealth Group, LLC$358.5K0.08%
Financial Plan, Inc.$357.1K0.04%
Wealthcare Advisory Partners LLC$350.0K0.01%
Creative Planning$310.0K0.00%
Legacy Financial Advisors, Inc.$295.7K0.04%
ROYAL BANK OF CANADA$295.0K0.00%
ACTION POINT FINANCIAL PLANNING, LLC$289.8K0.26%
Greenspring Advisors, LLC$266.8K0.02%
ENVESTNET ASSET MANAGEMENT INC$252.3K0.00%
Verisail Partners, LLC$251.9K0.10%
Ariadne Wealth Management, LP$240.9K0.11%
Long Island Wealth Management, Inc.$226.3K0.10%
Brookstone Capital Management$223.3K0.00%
Signature Resources Capital Management, LLC$216.6K0.10%
EnRich Financial Partners LLC$211.8K0.06%
Sprinkle Financial Consultants LLC$211.7K0.10%
Washington Trust Advisors, Inc.$185.0K0.01%
Coston, McIsaac & Partners$182.0K0.04%
JFS WEALTH ADVISORS, LLC$161.0K0.01%
CARDIFF PARK ADVISORS, LLC$110.7K0.01%
Orion Capital Management LLC$105.7K0.04%
PINNEY & SCOFIELD, INC.$75.7K0.04%
Glass Jacobson Investment Advisors llc$69.2K0.02%
BANK OF MONTREAL /CAN/$67.5K0.00%
McIlrath & Eck, LLC$48.9K0.00%
ELEVATE WEALTH ADVISORY, INC$46.9K0.03%
ELEVATION WEALTH PARTNERS, LLC$45.4K0.02%
HARBOUR INVESTMENTS, INC.$43.3K0.00%
SYM FINANCIAL Corp$35.3K0.00%
IFP Advisors, Inc$32.9K0.00%
JNBA Financial Advisors$24.6K0.00%
Burk Holdings LLC$15.3K0.01%
Steward Partners Investment Advisory, LLC$10.3K0.00%
NewEdge Advisors, LLC$8.9K0.00%
JPMORGAN CHASE & CO$8.3K0.00%
Advisory Services Network, LLC$4.8K0.00%
Allworth Financial LP$3.3K0.00%
CWM, LLC$1.3K0.00%