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DFEMを保有する機関一覧(552社)

現在 552 社の機関がDFEMを保有しており、以下は保有時価総額の高い順です。

DFEM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
Forum Financial Management, LP$5.7億8.02%
Focus Partners Wealth$3.1億0.35%
Focus Partners Advisor Solutions, LLC$2.7億2.68%
Corient Private Wealth LLC$2.4億0.35%
Sequoia Financial Advisors, LLC$1.8億1.03%
Truepoint, Inc.$1.8億4.07%
Savant Capital, LLC$1.5億0.71%
HBK Sorce Advisory LLC$1.3億2.63%
HighTower Advisors, LLC$1.1億0.12%
Forvis Mazars Wealth Advisors, LLC$1.1億2.03%
Parcion Private Wealth LLC$9252.0万5.73%
Asset Dedication, LLC$8582.4万6.01%
Evensky & Katz LLC$8164.9万4.64%
Greenspring Advisors, LLC$7996.5万4.87%
JMG Financial Group, Ltd.$7988.5万2.20%
Rockwood Wealth Management, LLC$7788.9万5.57%
MASECO LLP$7753.5万2.43%
LPL Financial LLC$7100.5万0.02%
RW Investment Management LLC$6816.2万6.60%
Apella Capital, LLC$6398.4万0.95%
CWM, LLC$6313.2万0.17%
AWM CAPITAL, LLC$6244.1万5.65%
Beacon Pointe Advisors, LLC$6030.9万0.32%
BANK OF MONTREAL /CAN/$6002.7万0.02%
ENVESTNET ASSET MANAGEMENT INC$5165.0万0.01%
Symmetry Partners, LLC$5087.4万2.91%
Hill Investment Group Partners, LLC$4970.5万5.49%
Mariner, LLC$4642.3万0.05%
EnRich Financial Partners LLC$4396.4万11.66%
Plancorp, LLC$4050.1万1.15%
GREAT OAK CAPITAL PARTNERS, LLC$4038.8万9.40%
BRIGHTON JONES LLC$3894.2万1.64%
Oakwell Private Wealth Management, LLC$3866.5万6.90%
PHILLIPS FINANCIAL MANAGEMENT, LLC$3828.0万2.78%
JANE STREET GROUP, LLC$3803.3万0.00%
OneDigital Investment Advisors LLC$3735.7万0.37%
MOSAIC FAMILY WEALTH PARTNERS, LLC$3669.5万3.76%
MERCER GLOBAL ADVISORS INC /ADV$3642.4万0.05%
Elser Financial Planning, Inc$3574.1万1.73%
Burton Enright Welch$3564.3万4.85%
Rather & Kittrell, Inc.$3560.1万5.49%
Vestmark Advisory Solutions, Inc.$3453.3万0.38%
Kooman & Associates$3453.3万10.30%
Seaside Wealth Management, Inc.$3334.8万9.38%
Rockbridge Investment Management, LCC$3252.2万2.92%
Betterment LLC$3197.5万0.06%
FIRST FINANCIAL BANK - TRUST DIVISION$3130.4万2.52%
Miramar Fiduciary Corp$3118.1万25.56%
MONOGRAPH WEALTH ADVISORS, LLC$3117.6万2.96%
Your Advocates Ltd., LLP$3030.6万9.24%
Leading Edge Financial Planning LLC$3001.4万6.32%
BANK OF AMERICA CORP /DE/$2778.9万0.00%
Sensible Money, LLC$2600.7万7.91%
Syverson Strege & Co$2581.1万6.21%
DiNuzzo Private Wealth, Inc.$2557.4万2.76%
Financial Plan, Inc.$2522.8万2.70%
Stratos Investment Management, LLC$2477.7万0.99%
PEAPACK GLADSTONE FINANCIAL CORP$2440.5万0.31%
Peterson Wealth Advisors, LLC$2419.4万3.22%
AdvisorNet Financial, Inc$2378.4万1.23%
RS CRUM INC.$2343.3万4.53%
Integris Wealth Management, LLC$2337.6万5.37%
Eaton-Cambridge Inc.$2265.2万7.09%
Financial Engines Advisors L.L.C.$2258.9万0.05%
RFG Advisory, LLC$2204.2万0.40%
Premier Financial Group$2135.5万5.38%
Stordahl Capital Management, Inc.$2123.8万4.37%
Tencap Wealth Coaching, LLC$2076.3万7.81%
COMMONWEALTH EQUITY SERVICES, LLC$2067.5万0.03%
KEB ASSET MANAGEMENT, LLC$2037.5万3.90%
BCR Wealth Strategies, LLC$2030.4万6.36%
Evanson Asset Management, LLC$2026.5万1.09%
Pinnacle Financial Group, LLC / IL$2005.3万5.50%
Heritage Investment Group, Inc.$1966.6万2.98%
Private Wealth Management Group, LLC$1939.7万5.09%
Emprise Bank$1881.5万7.55%
Ballentine Capital Advisors, Inc$1878.9万7.78%
Cambridge Financial Group, LLC$1871.3万6.33%
Creative Planning$1868.3万0.01%
Arax Advisory Partners$1851.4万0.52%
Aspen Capital Management, LLC$1846.3万4.57%
CAPSTONE CAPITAL LLC$1811.4万11.67%
SACHEM HILL LLC$1778.8万3.45%
Concurrent Investment Advisors, LLC$1753.1万0.19%
Leonard Rickey Investment Advisors P.L.L.C.$1748.0万3.02%
Henrickson Nauta Wealth Advisors, Inc.$1713.2万4.81%
Flagstone Financial Management$1685.3万4.18%
von Borstel & Associates, Inc.$1669.8万3.82%
Planning Center, Inc.$1664.4万1.69%
Squire Investment Management Company, LLC$1660.6万4.62%
Financial Planning Navigators CORP$1657.6万7.27%
Peirce Capital Management, LLC$1648.1万6.45%
Discipline Wealth Solutions, LLC$1633.8万1.72%
Allworth Financial LP$1612.2万0.07%
Equita Financial Network, Inc.$1601.0万5.03%
Financial Symmetry Inc$1594.2万5.66%
Verisail Partners, LLC$1592.5万6.46%
Straight Path Wealth Management$1585.7万4.24%
Kondo Wealth Advisors, Inc.$1585.0万5.97%
Cambridge Investment Research Advisors, Inc.$1573.5万0.04%
Bank of New York Mellon Corp$1552.5万0.00%
DecisionPoint Financial, LLC$1508.6万3.25%
OLD MISSION CAPITAL LLC$1505.9万0.24%
CARDIFF PARK ADVISORS, LLC$1462.3万1.17%
BFSG, LLC$1411.6万1.34%
Hassell Wealth Management, LLC$1393.2万4.67%
Aerodigm Wealth, LLC$1368.8万5.15%
Cravens & Co Advisors, LLC$1339.5万8.70%
Level Financial Advisors$1339.4万3.42%
Brady Martz Wealth Solutions, LLC$1295.4万2.21%
Rachor Investment Advisory Services, LLC$1259.8万6.62%
JACKSON THORNTON WEALTH MANAGEMENT, LLC$1242.1万1.12%
Krilogy Financial LLC$1238.2万0.40%
Foundation Wealth Management, LLC\PA$1225.2万4.32%
New Dimensions Wealth Management, LLC$1209.1万10.29%
Physician Wealth Solutions Inc.$1199.3万4.96%
BCU Wealth Advisors, LLC$1198.6万4.47%
NORTHWEST WEALTH MANAGEMENT, LLC$1194.6万1.80%
JGP Wealth Management, LLC$1193.4万1.24%
HMV Wealth Advisors, LLC$1190.4万5.59%
Blume Capital Management, Inc.$1187.6万2.02%
Kaufman Rossin Wealth, LLC$1184.3万6.79%
FAMILY WEALTH PARTNERS, LLC$1172.6万4.00%
Trust Co of the South$1168.5万1.88%
Watchman Group, Inc.$1141.0万2.76%
Causey Wealth LLC$1130.7万4.80%
Hurlow Wealth Management Group, Inc.$1122.0万2.67%
Vannoy Advisory Group, Inc.$1102.2万6.98%
Burk Holdings LLC$1101.8万4.72%
Integrity Advisory Solutions, LLC$1101.7万1.46%
INTEGRITY ALLIANCE, LLC.$1093.1万0.41%
Prospect Financial Group LLC$1091.3万10.08%
Factor Wealth Management LTD$1089.9万2.05%
Midwest Trust Co$1074.9万0.13%
Mattern Wealth Management LLC$1061.4万2.07%
Versant Capital Management, Inc$1059.4万1.04%
Mills Wealth Advisors LLC$1053.6万3.68%
Fortitude Family Office, LLC$1049.2万2.34%
Ruedi Wealth Management, Inc.$1045.8万2.69%
HTG Investment Advisors, Inc.$1038.0万2.95%
Foundations Investment Advisors, LLC$1030.1万0.13%
Conrad Siegel Investment Advisors, Inc.$1017.7万1.84%
One Degree Advisors Inc$1005.1万2.64%
Tilson Financial Group, Inc.$959.5万2.88%
QUARRY HILL ADVISORS, LLC$957.7万3.94%
United Wealth Management, LLC$943.8万2.35%
Friday Financial$933.1万3.22%
American Investment Services, Inc.$931.3万2.08%
Hippocratic Financial Advisors, LLC$929.8万4.08%
Integrated Wealth Concepts LLC$928.8万0.07%