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Institutions Holding DWM (130 holders)

130 institutions currently hold DWM, ranked below by position value.

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Key HoldersTotal ValueAvg Weight
MORGAN STANLEY$66.4M0.00%
LPL Financial LLC$33.3M0.01%
WELLS FARGO & COMPANY/MN$30.2M0.01%
LRI Investments, LLC$27.0M2.39%
BANK OF AMERICA CORP /DE/$26.9M0.00%
Valmark Advisers, Inc.$21.6M0.26%
UBS Group AG$15.4M0.00%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$14.7M0.03%
ENVESTNET ASSET MANAGEMENT INC$7.8M0.00%
Kestra Advisory Services, LLC$7.5M0.03%
MOLLER WEALTH PARTNERS$6.9M1.36%
FLOW TRADERS U.S. LLC$6.7M0.21%
RAYMOND JAMES FINANCIAL INC$6.2M0.00%
AMERIPRISE FINANCIAL INC$6.2M0.00%
Cetera Investment Advisers$5.9M0.01%
NewSquare Capital LLC$5.3M0.46%
JFS WEALTH ADVISORS, LLC$4.6M0.26%
Key Financial Inc$4.5M0.79%
MML INVESTORS SERVICES, LLC$4.5M0.01%
Smallwood Wealth Investment Management, LLC$4.0M2.12%
MISSION WEALTH MANAGEMENT, LP$4.0M0.08%
Merit Financial Group, LLC$4.0M0.03%
HBK Sorce Advisory LLC$3.9M0.08%
CIBC WORLD MARKET INC.$3.8M0.01%
Phillip James Consulting Co.$3.0M2.30%
SEI INVESTMENTS CO$2.9M0.00%
Envision Financial LLC$2.8M1.51%
TOBIAS FINANCIAL ADVISORS, INC.$2.7M0.38%
TopTier Wealth Management, LLC$2.3M1.38%
OSAIC HOLDINGS, INC.$2.2M0.00%
Janney Montgomery Scott LLC$2.1M0.01%
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$2.1M0.03%
Shakespeare Wealth Management, LLC$2.0M0.46%
Creative Planning$1.9M0.00%
COURIER CAPITAL LLC$1.9M0.10%
Geneos Wealth Management Inc.$1.9M0.04%
PLIMOTH TRUST CO LLC$1.7M0.39%
Stratos Wealth Advisors, LLC$1.7M0.10%
&PARTNERS$1.7M0.01%
JANE STREET GROUP, LLC$1.3M0.00%
Focus Partners Wealth$1.2M0.00%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$1.2M0.00%
Pinnacle Wealth Planning Services, Inc.$1.2M0.12%
ROYAL BANK OF CANADA$1.2M0.00%
Frazier Financial Advisors, LLC$1.2M0.65%
Kondo Wealth Advisors, Inc.$1.1M0.41%
Cambridge Investment Research Advisors, Inc.$1.0M0.00%
ProVise Management Group, LLC$1.0M0.07%
DAVENPORT & Co LLC$981.2K0.01%
Octavia Wealth Advisors, LLC$965.3K0.09%
OneAscent Financial Services LLC$964.2K0.05%
HighTower Advisors, LLC$900.8K0.00%
Intrua Financial, LLC$883.1K0.09%
Thrive Capital Management, LLC$859.1K0.19%
FIFTH THIRD BANCORP$839.1K0.00%
Modera Wealth Management, LLC$830.2K0.01%
STIFEL FINANCIAL CORP$827.3K0.00%
Robertson Stephens Wealth Management, LLC$823.1K0.02%
Falcon Wealth Planning$813.9K0.06%
JPMORGAN CHASE & CO$812.0K0.00%
Brightwater Advisory LLC$788.5K0.52%
KMG FIDUCIARY PARTNERS, LLC$681.2K0.05%
OARSMAN CAPITAL, INC.$663.1K0.08%
Steward Partners Investment Advisory, LLC$657.3K0.00%
Kingsview Wealth Management, LLC$645.0K0.01%
KESTRA PRIVATE WEALTH SERVICES, LLC$619.8K0.01%
Beacon Pointe Advisors, LLC$615.0K0.00%
Rockefeller Capital Management L.P.$593.3K0.00%
BEACON FINANCIAL GROUP$536.0K0.05%
JONES FINANCIAL COMPANIES LLLP$523.1K0.00%
LAUREL OAK WEALTH MANAGEMENT, LLC$484.8K0.08%
Allen Capital Group, LLC$480.0K0.04%
CAPE ANN SAVINGS BANK$474.8K0.24%
PNC FINANCIAL SERVICES GROUP, INC.$450.8K0.00%
INSPIRION WEALTH ADVISORS, LLC$437.0K0.05%
Pinnacle Financial Group, LLC / IL$417.4K0.11%
Private Advisor Group, LLC$407.6K0.00%
TCV Trust & Wealth Management, Inc.$404.2K0.03%
Waverly Advisors, LLC$399.1K0.00%
HOWARD WEALTH MANAGEMENT, LLC$392.4K0.17%
New World Advisors LLC$370.4K0.07%
Arlington Financial Advisors, LLC$341.6K0.05%
Rockbridge Investment Management, LCC$318.8K0.03%
McNamara Financial Services, Inc.$317.7K0.06%
CWM, LLC$310.0K0.00%
JTC Employer Solutions Trustee Ltd$295.0K0.02%
New Perspectives, Inc$291.8K0.10%
Viewpoint Capital Management LLC$286.6K0.13%
VALLEY NATIONAL ADVISERS INC$280.0K0.04%
REGIMEN WEALTH, LLC$275.6K0.08%
CAHILL FINANCIAL ADVISORS INC$271.5K0.03%
Sanctuary Advisors, LLC$270.5K0.00%
CULBERTSON A N & CO INC$258.2K0.03%
COMMONWEALTH EQUITY SERVICES, LLC$227.0K0.00%
Pathstone Holdings, LLC$225.4K0.00%
American Trust$221.8K0.02%
Arax Advisory Partners$213.7K0.01%
CITIGROUP INC$209.7K0.00%
4WEALTH ADVISORS, INC.$209.2K0.18%
Independence Bank of Kentucky$168.8K0.02%
Hickory Point Bank & Trust$158.4K0.10%
FMR LLC$152.2K0.00%
BLAIR WILLIAM & CO/IL$145.7K0.00%
HUNTINGTON NATIONAL BANK$125.4K0.00%
MAI Capital Management$121.8K0.00%
Aptus Capital Advisors, LLC$115.3K0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$108.2K0.00%
Founders Financial Alliance, LLC$105.0K0.02%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$88.9K0.00%
WPG Advisers, LLC$75.9K0.06%
Ancora Advisors LLC$69.9K0.00%
Advisory Services Network, LLC$66.4K0.00%
AE Wealth Management LLC$61.3K0.00%
Allworth Financial LP$57.9K0.00%
Westside Investment Management, Inc.$57.0K0.01%
Creative Capital Management Investments LLC$37.7K0.01%
TWIN PEAKS WEALTH ADVISORS, LLC$35.6K0.01%
NBC SECURITIES, INC.$34.2K0.00%
PRIVATE TRUST CO NA$23.6K0.00%
EverSource Wealth Advisors, LLC$22.7K0.00%
Farther Finance Advisors, LLC$17.4K0.00%
Ashton Thomas Private Wealth, LLC$15.0K0.00%
HARBOUR INVESTMENTS, INC.$10.8K0.00%
Russell Investments Group, Ltd.$9.2K0.00%
Root Financial Partners, LLC$8.1K0.00%
Abound Wealth Management$7.9K0.00%
Medallion Wealth Advisors, LLC$4.3K0.00%
ROTHSCHILD INVESTMENT LLC$2.4K0.00%
SHP Wealth Management$2.1K0.00%
LOWE BROCKENBROUGH & CO INC$39.00.00%