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DFATを保有する機関一覧(810社)

現在 810 社の機関がDFATを保有しており、以下は保有時価総額の高い順です。

DFATの株式ページ全体を見る

主要保有機関申告総額平均比率
Creative Planning$8.4億0.57%
Focus Partners Wealth$8.2億0.91%
Forum Financial Management, LP$6.5億9.14%
Index Fund Advisors, Inc.$4.0億17.94%
Focus Partners Advisor Solutions, LLC$3.6億3.60%
Pure Financial Advisors, LLC$3.4億4.95%
Savant Capital, LLC$3.0億1.44%
EP Wealth Advisors, LLC$2.7億1.32%
JACKSON THORNTON WEALTH MANAGEMENT, LLC$1.8億16.51%
Corient Private Wealth LLC$1.6億0.24%
Asset Dedication, LLC$1.6億11.11%
Apella Capital, LLC$1.4億2.10%
RAYMOND JAMES FINANCIAL INC$1.3億0.04%
HighTower Advisors, LLC$1.1億0.12%
Trust Co of the South$1.1億17.98%
MERCER GLOBAL ADVISORS INC /ADV$9696.2万0.14%
BANK OF AMERICA CORP /DE/$9562.5万0.01%
EARNED WEALTH ADVISORS, LLC$9339.5万6.24%
GREAT OAK CAPITAL PARTNERS, LLC$9265.6万21.56%
Truepoint, Inc.$9249.9万2.06%
Smartleaf Asset Management LLC$9133.5万3.30%
Plancorp, LLC$9007.4万2.56%
Sequoia Financial Advisors, LLC$8576.2万0.48%
Abacus Wealth Partners, LLC$8475.2万7.74%
LPL Financial LLC$7558.4万0.02%
Premier Financial Group$7480.6万18.83%
Cerity Partners LLC$7029.9万0.10%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$6770.6万0.14%
Evanson Asset Management, LLC$6749.7万3.62%
Sensible Money, LLC$6671.8万20.30%
Allworth Financial LP$6539.8万0.27%
Team Hewins, LLC$5747.2万17.08%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5708.4万0.99%
Parkwoods Wealth Partners, LLC$5697.6万13.97%
Mariner, LLC$5336.3万0.06%
Great Waters Wealth Management$5329.5万5.64%
BAYSHORE ASSET MANAGEMENT, LLC$5219.0万20.78%
Joel Isaacson & Co., LLC$5080.2万1.68%
RW Investment Management LLC$4763.1万4.61%
PHILLIPS FINANCIAL MANAGEMENT, LLC$4732.5万3.43%
Three Arch Wealth Management LLC$4609.0万8.29%
Modera Wealth Management, LLC$4582.1万0.55%
MONOGRAPH WEALTH ADVISORS, LLC$4569.5万4.33%
SAX WEALTH ADVISORS, LLC$4509.6万2.18%
ENVESTNET ASSET MANAGEMENT INC$4295.3万0.01%
KEB ASSET MANAGEMENT, LLC$4294.5万8.23%
Cetera Investment Advisers$4063.8万0.04%
Tumwater Wealth Management, LLC$3926.5万15.79%
JONES FINANCIAL COMPANIES LLLP$3901.4万0.02%
JPMORGAN CHASE & CO$3827.1万0.00%
Richard Young Associates, Ltd.$3490.8万26.51%
Aspen Wealth Management LLC$3348.6万6.68%
EnRich Financial Partners LLC$3257.5万8.64%
Financial Harvest, LLC$3170.2万18.67%
MOSAIC FAMILY WEALTH PARTNERS, LLC$3051.3万3.12%
Beaird Harris Wealth Management, LLC$3028.1万2.06%
Forvis Mazars Wealth Advisors, LLC$3019.1万0.57%
First Command Advisory Services, Inc.$2993.8万0.20%
TCI Wealth Advisors, Inc.$2940.2万1.56%
Planning Center, Inc.$2920.2万2.96%
ASSETMARK, INC$2916.5万0.06%
Confluence Wealth Services, Inc.$2854.1万1.11%
UBS Group AG$2825.6万0.00%
COMMONWEALTH EQUITY SERVICES, LLC$2821.2万0.04%
Summit Financial Strategies, Inc.$2787.1万2.20%
NorthAvenue LLC$2753.6万21.89%
AE Wealth Management LLC$2751.4万0.15%
Conrad Siegel Investment Advisors, Inc.$2751.2万4.97%
Babb Wealth Advisors LLC$2736.6万14.96%
Squire Investment Management Company, LLC$2704.7万7.52%
Watchman Group, Inc.$2688.5万6.51%
Allen Capital Group, LLC$2614.1万2.34%
Disciplined Equity Management, Inc.$2586.5万13.00%
TFC Financial Management, Inc.$2554.1万3.15%
Meritas Wealth Management, LLC$2529.4万11.44%
TFO Wealth Partners, LLC$2478.6万3.37%
Foster Group, Inc.$2462.0万0.73%
AQR CAPITAL MANAGEMENT LLC$2441.8万0.01%
Cambridge Financial Group, LLC$2435.6万8.24%
Lauterbach Financial Advisors, LLC$2432.5万11.88%
EXENCIAL WEALTH ADVISORS, LLC$2346.1万0.73%
Henrickson Nauta Wealth Advisors, Inc.$2335.4万6.55%
Elser Financial Planning, Inc$2293.3万1.11%
Betterment LLC$2290.0万0.04%
MASTER'S WEALTH MANAGEMENT INC.$2275.2万7.71%
Sterling Wealth Management, Inc.$2274.6万6.24%
Guardian Wealth Management, LLC$2229.9万6.76%
Triune Financial Partners, LLC$2221.3万5.28%
ECLECTIC ASSOCIATES INC /ADV$2183.4万2.90%
Visionary Wealth Advisors$2164.8万0.96%
CHOREO, LLC$2158.0万0.26%
Tillman Hartley LLC$2126.8万5.34%
Pathstone Holdings, LLC$2102.5万0.08%
KELLY FINANCIAL GROUP LLC$2044.4万5.14%
Financial Engines Advisors L.L.C.$2033.9万0.04%
Equitable Holdings, Inc.$2030.0万0.13%
RS CRUM INC.$2010.6万3.89%
KILNER CAPITAL ADVISORS, LLC$1987.0万19.04%
CARDIFF PARK ADVISORS, LLC$1981.1万1.58%
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC$1939.1万11.12%
Beacon Pointe Advisors, LLC$1917.8万0.10%
TRUIST FINANCIAL CORP$1916.0万0.03%
Prism Advisors, Inc.$1893.1万5.05%
Keyes, Stange & Wooten Wealth Management, LLC$1870.0万8.35%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1866.1万0.01%
DOPKINS WEALTH MANAGEMENT, LLC$1856.2万7.46%
BlueSky Wealth Advisors, LLC$1839.2万2.37%
Atlantic Union Bankshares Corp$1836.9万0.35%
RF&L WEALTH MANAGEMENT, LLC$1809.9万13.55%
WPWealth LLP$1780.4万2.72%
LIBRA WEALTH LLC$1749.1万4.93%
Aspen Capital Management, LLC$1731.6万4.29%
Tiller Private Wealth, Inc.$1723.6万6.12%
ROYAL BANK OF CANADA$1693.9万0.00%
Farther Finance Advisors, LLC$1682.8万0.16%
BlackRock, Inc.$1589.8万0.00%
Quantum Financial Advisors, LLC$1580.5万1.77%
D.A. DAVIDSON & CO.$1580.3万0.10%
Cambridge Investment Research Advisors, Inc.$1567.3万0.04%
PARK AVENUE SECURITIES LLC$1557.8万0.12%
Graver Capital Management, LLC$1539.2万11.69%
MORGAN STANLEY$1531.5万0.00%
PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV$1474.0万13.11%
Altiora Financial Group, LLC$1467.4万2.42%
McLean Asset Management Corp$1442.4万2.52%
OLIO Financial Planning$1438.1万3.98%
JDH Wealth Management, LLC$1392.3万9.39%
HMV Wealth Advisors, LLC$1383.7万6.50%
Navigoe, LLC$1382.6万8.17%
Ruedi Wealth Management, Inc.$1352.3万3.48%
ShankerValleau Wealth Advisors, Inc.$1344.8万3.79%
Larson Financial Group LLC$1342.6万0.43%
Wealth Management Nebraska$1342.6万1.36%
FIDUCIARY FINANCIAL GROUP, LLC$1315.7万1.74%
ANDREWS, LUCIA WEALTH MANAGEMENT LLC$1287.9万7.70%
Capstone Wealth Management, LLC$1266.5万8.83%
MISSION WEALTH MANAGEMENT, LP$1247.1万0.26%
Crestmont Private Wealth LLC$1216.2万3.83%
Navigation Group, LLC$1205.1万2.82%
Moisand Fitzgerald Tamayo, LLC$1187.9万1.28%
ASPIRIANT, LLC$1176.0万0.33%
BAKER TILLY WEALTH MANAGEMENT, LLC$1169.1万2.84%
VESTIA PERSONAL WEALTH ADVISORS$1156.9万5.44%
PINNEY & SCOFIELD, INC.$1123.2万6.06%
Spire Wealth Management$1113.5万0.38%
Robertson Stephens Wealth Management, LLC$1098.0万0.31%
SOL Capital Management CO$1096.9万5.32%
OSAIC HOLDINGS, INC.$1087.0万0.02%
MML INVESTORS SERVICES, LLC$1078.2万0.03%
Disciplined Investments, LLC$1062.4万3.81%
DFATを保有する機関一覧(810社) | AlphaSMO