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DFGRを保有する機関一覧(315社)

現在 315 社の機関がDFGRを保有しており、以下は保有時価総額の高い順です。

DFGR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$4.7億6.59%
Savant Capital, LLC$3.4億1.64%
JMG Financial Group, Ltd.$1.7億4.64%
Focus Partners Wealth$1.1億0.12%
BRIGHTON JONES LLC$7437.7万3.13%
TCI Wealth Advisors, Inc.$7401.7万3.93%
Wealthspire Advisors, LLC$7323.5万0.58%
LifeGuide Financial Advisors, LLC$6670.6万21.33%
DiNuzzo Private Wealth, Inc.$4889.4万5.27%
Focus Partners Advisor Solutions, LLC$4702.4万0.47%
MASECO LLP$4133.0万1.30%
LPL Financial LLC$3238.5万0.01%
Rather & Kittrell, Inc.$2950.1万4.55%
Summit Financial Strategies, Inc.$2823.1万2.22%
Rockwood Wealth Management, LLC$2675.3万1.91%
WPWealth LLP$2560.4万3.91%
Financial Plan, Inc.$2465.4万2.64%
Wescott Financial Advisory Group, LLC$2413.9万2.12%
Guardian Wealth Management, LLC$2406.3万7.30%
Creative Capital Management Investments LLC$2388.5万6.85%
Great Waters Wealth Management$2361.3万2.50%
Index Fund Advisors, Inc.$2343.5万1.05%
Verisail Partners, LLC$2292.0万9.30%
OneDigital Investment Advisors LLC$2180.0万0.21%
Beacon Pointe Advisors, LLC$2163.5万0.11%
CWM, LLC$1876.3万0.05%
RS CRUM INC.$1768.4万3.42%
Quantum Financial Advisors, LLC$1717.1万1.93%
Wealth Management Nebraska$1649.3万1.67%
Integris Wealth Management, LLC$1622.1万3.73%
Private Wealth Management Group, LLC$1616.5万4.24%
JANE STREET GROUP, LLC$1599.2万0.00%
Corient Private Wealth LLC$1551.1万0.02%
Level Financial Advisors$1547.7万3.95%
Evanson Asset Management, LLC$1495.0万0.80%
Planning Center, Inc.$1454.2万1.47%
Aspen Capital Management, LLC$1453.0万3.60%
Syverson Strege & Co$1265.4万3.04%
Geometric Wealth Advisors$1182.1万1.48%
COMMONWEALTH EQUITY SERVICES, LLC$1167.0万0.02%
HARBOUR INVESTMENTS, INC.$1155.8万0.18%
Vestmark Advisory Solutions, Inc.$1094.0万0.12%
Sprinkle Financial Consultants LLC$997.7万4.60%
Elser Financial Planning, Inc$974.4万0.47%
Apella Capital, LLC$956.6万0.14%
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC$956.0万5.48%
American Investment Services, Inc.$953.2万2.13%
XY Planning Network, Inc.$925.7万1.48%
Allworth Financial LP$900.4万0.04%
ENVESTNET ASSET MANAGEMENT INC$894.9万0.00%
AWM CAPITAL, LLC$885.2万0.80%
SJS Investment Consulting Inc.$875.9万1.07%
North Ridge Wealth Advisors, Inc.$836.1万4.70%
REAP Financial Group, LLC$834.7万1.65%
GREAT LAKES ADVISORS, LLC$730.6万0.06%
RFG Advisory, LLC$726.9万0.13%
Wealth Architects, LLC$716.1万0.64%
McLean Asset Management Corp$710.6万1.24%
GeoWealth Management, LLC$700.8万0.25%
Arax Advisory Partners$682.8万0.19%
Burk Holdings LLC$676.1万2.90%
Peirce Capital Management, LLC$672.5万2.63%
CogentBlue Wealth Advisors, LLC$651.4万4.38%
Tilson Financial Group, Inc.$649.1万1.95%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$636.2万0.01%
Sterling Financial Planning, Inc.$625.3万1.85%
AdvisorNet Financial, Inc$572.6万0.30%
Henrickson Nauta Wealth Advisors, Inc.$568.8万1.60%
Forum Private Client Group LLC$561.8万1.87%
Parkshore Wealth Management, Inc.$560.8万1.87%
HFM Investment Advisors, LLC$546.1万2.10%
Greenspring Advisors, LLC$542.7万0.33%
New Dimensions Wealth Management, LLC$525.9万4.47%
Shotwell Rutter Baer Inc$518.8万3.05%
Parkwoods Wealth Partners, LLC$516.4万1.27%
Vawter Financial, Ltd.$510.3万2.15%
Ruedi Wealth Management, Inc.$507.6万1.31%
New Capital Management LP$506.7万1.25%
LAM GROUP, INC.$500.0万2.75%
AlTi Global, Inc.$477.5万0.10%
Integrity Advisory Solutions, LLC$475.4万0.63%
Clarity Wealth Development LLC$473.8万3.87%
JDH Wealth Management, LLC$469.7万3.17%
von Borstel & Associates, Inc.$469.4万1.07%
Balanced Rock Investment Advisors LLC$467.2万3.28%
Financial Engines Advisors L.L.C.$457.7万0.01%
Spire Wealth Management$455.4万0.16%
EP Wealth Advisors, LLC$450.7万0.02%
Colorado Capital Management, Inc.$442.5万1.65%
Pathstone Holdings, LLC$440.0万0.02%
Farther Finance Advisors, LLC$438.7万0.04%
EverSource Wealth Advisors, LLC$433.5万0.13%
JPMORGAN CHASE & CO$422.5万0.00%
Cherry Tree Wealth Management, LLC$418.5万0.89%
COOPER/HAIMS ADVISORS, LLC$406.4万1.91%
VESTIA PERSONAL WEALTH ADVISORS$396.5万1.86%
OSAIC HOLDINGS, INC.$390.8万0.01%
INTEGRITY ALLIANCE, LLC.$389.0万0.15%
Betterment LLC$383.5万0.01%
Physician Wealth Solutions Inc.$369.6万1.53%
LRI Investments, LLC$339.8万0.30%
NORTHWEST WEALTH MANAGEMENT, LLC$329.9万0.50%
Krilogy Financial LLC$326.6万0.11%
MERCER GLOBAL ADVISORS INC /ADV$318.0万0.00%
CLARIS ADVISORS, LLC / MO /$316.8万0.95%
MOSAIC FAMILY WEALTH PARTNERS, LLC$312.3万0.32%
Mattern Wealth Management LLC$304.6万0.59%
COGENT STRATEGIC WEALTH LLC$302.6万3.11%
Burton Enright Welch$295.0万0.40%
Wealth Advisors Northwest LLC$292.9万1.23%
Chicago Partners Investment Group LLC$291.0万0.06%
Stratos Investment Management, LLC$286.8万0.12%
Longview Financial Advisors LLC$286.8万1.56%
Yardley Wealth Management LLC$286.7万1.47%
MML INVESTORS SERVICES, LLC$277.6万0.01%
Porter White Investment Advisors, Inc.$273.7万1.10%
KEB ASSET MANAGEMENT, LLC$270.0万0.52%
SAGE RHINO CAPITAL LLC$265.7万0.50%
Sterling Wealth Management, Inc.$263.6万0.72%
Foundry Financial LLC$238.8万1.01%
Aegis Wealth Management LLC$232.9万1.33%
Foundations Investment Advisors, LLC$230.6万0.03%
D.A. DAVIDSON & CO.$229.2万0.01%
Sterling Wealth Advisors Inc$229.2万1.31%
Sensenig Capital Advisors, Inc$227.0万2.33%
RAYMOND JAMES FINANCIAL INC$226.5万0.00%
Avant Financial Advisors LLC$226.1万1.59%
Orion Porfolio Solutions, LLC$223.7万0.02%
MORRIS FINANCIAL CONCEPTS, INC.$214.9万0.73%
POINCIANA ADVISORS GROUP, LLC$205.9万1.62%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$197.2万0.11%
Vistica Wealth Advisors, LLC$190.0万1.89%
Hill Investment Group Partners, LLC$189.5万0.21%
Meritas Wealth Management, LLC$188.5万0.85%
Creative Planning$187.0万0.00%
SC&H Financial Advisors, Inc.$179.1万0.27%
First Command Advisory Services, Inc.$177.8万0.01%
SageOak Financial, LLC$176.9万1.24%
BAKER TILLY WEALTH MANAGEMENT, LLC$170.7万0.42%
Wheels Up Wealth, Inc.$168.0万1.58%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$165.9万0.00%
CSP Financial Group, LLC$160.6万1.64%
SILVIA MCCOLL WEALTH MANAGEMENT, LLC$160.6万1.06%
PARK AVENUE SECURITIES LLC$159.0万0.01%
Three Arch Wealth Management LLC$157.8万0.28%
Tactive Advisors, LLC$156.9万0.44%
Vantage Point Financial LLC$154.3万0.54%
Cyndeo Wealth Partners, LLC$147.5万0.08%
Ridgeline Wealth, LLC$147.1万1.05%
Optimus Capital Advisors, LLC$146.7万0.87%