HoldingsChannel.com
Funds Holding DSI
HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE847,776$101,843 12/31/2019
     DSI847,776$101,843 12/31/2019
JPMorgan Chase & Co.697,134$83,746 12/31/2019
     DSI697,134$83,746 12/31/2019
Betterment LLC659,811$79,263 12/31/2019
     DSI659,811$79,263 12/31/2019
Morgan Stanley494,768$59,437 12/31/2019
     DSI494,768$59,437 12/31/2019
UBS Group AG282,379$33,922 12/31/2019
     DSI282,379$33,922 12/31/2019
Envestnet Asset Management Inc.258,381$31,039 12/31/2019
     DSI258,381$31,039 12/31/2019
Ameriprise Financial Inc.230,653$27,691 12/31/2019
     DSI230,653$27,691 12/31/2019
Goldman Sachs Group Inc.216,001$25,948 12/31/2019
     DSI216,001$25,948 12/31/2019
Wells Fargo & Company MN176,136$21,159 12/31/2019
     DSI176,136$21,159 12/31/2019
Personal Capital Advisors Corp146,293$17,574 12/31/2019
     DSI146,293$17,574 12/31/2019
Bank of New York Mellon Corp140,115$16,832 12/31/2019
     DSI140,115$16,832 12/31/2019
First Republic Investment Management Inc.125,195$15,040 12/31/2019
     DSI125,195$15,040 12/31/2019
US Bancorp DE123,068$14,784 12/31/2019
     DSI123,068$14,784 12/31/2019
Creative Planning104,473$12,550 12/31/2019
     DSI104,473$12,550 12/31/2019
LPL Financial LLC97,527$11,716 12/31/2019
     DSI97,527$11,716 12/31/2019
Mariner LLC92,987$11,170 12/31/2019
     DSI92,987$11,170 12/31/2019
Truist Financial Corp88,098$10,582 12/31/2019
     DSI88,098$10,582 12/31/2019
ETRADE Capital Management LLC85,038$10,216 12/31/2019
     DSI85,038$10,216 12/31/2019
Suntrust Banks Inc.67,316$7,466 09/30/2019
     DSI67,316$7,466 09/30/2019
Sei Investments Co.61,115$7,345 12/31/2019
     DSI61,115$7,345 12/31/2019
BlackRock Inc.60,527$7,271 12/31/2019
     DSI60,527$7,271 12/31/2019
Frontier Wealth Management LLC56,742$6,816 12/31/2019
     DSI56,742$6,816 12/31/2019
Fiduciary Trust Co.51,211$6,152 12/31/2019
     DSI51,211$6,152 12/31/2019
Parallel Advisors LLC49,931$5,998 12/31/2019
     DSI49,931$5,998 12/31/2019
Ameritas Investment Company LLC46,599$5,598 12/31/2019
     DSI46,599$5,598 12/31/2019
Commonwealth Equity Services LLC42,393$5,092 12/31/2019
     DSI42,393$5,092 12/31/2019
Private Advisor Group LLC41,904$5,034 12/31/2019
     DSI41,904$5,034 12/31/2019
Raymond James Financial Services Advisors Inc.40,315$4,843 12/31/2019
     DSI40,315$4,843 12/31/2019
Royal Bank of Canada39,540$4,749 12/31/2019
     DSI39,540$4,749 12/31/2019
Cambridge Investment Research Advisors Inc.38,877$4,670 12/31/2019
     DSI38,877$4,670 12/31/2019
FTB Advisors Inc.37,691$4,528 12/31/2019
     DSI37,691$4,528 12/31/2019
Raymond James & Associates33,933$4,076 12/31/2019
     DSI33,933$4,076 12/31/2019
C J Advisory Inc32,109$3,857 12/31/2019
     DSI32,109$3,857 12/31/2019
Gemmer Asset Management LLC31,109$3,737 12/31/2019
     DSI31,109$3,737 12/31/2019
Destination Wealth Management29,328$3,523 12/31/2019
     DSI29,328$3,523 12/31/2019
Trillium Asset Management LLC28,884$3,470 12/31/2019
     DSI28,884$3,470 12/31/2019
Baystate Wealth Management LLC28,376$3,409 12/31/2019
     DSI28,376$3,409 12/31/2019
Dorsey & Whitney Trust CO LLC27,706$3,329 12/31/2019
     DSI27,706$3,329 12/31/2019
Ladenburg Thalmann Financial Services Inc.26,931$3,177 12/31/2019
     DSI26,931$3,177 12/31/2019
Litman Gregory Asset Management LLC25,392$3,050 12/31/2019
     DSI25,392$3,050 12/31/2019
Geller Advisors LLC25,035$3,007 12/31/2019
     DSI25,035$3,007 12/31/2019
Susquehanna International Group LLP23,455$2,818 12/31/2019
     DSI23,455$2,818 12/31/2019
MML Investors Services LLC23,049$2,769 12/31/2019
     DSI23,049$2,769 12/31/2019
Bailard Inc.22,280$2,676 12/31/2019
     DSI22,280$2,676 12/31/2019
Chevy Chase Trust Holdings Inc.22,000$2,643 12/31/2019
     DSI22,000$2,643 12/31/2019
HighTower Advisors LLC21,426$2,571 12/31/2019
     DSI21,426$2,571 12/31/2019
Keybank National Association OH21,208$2,548 12/31/2019
     DSI21,208$2,548 12/31/2019
Deutsche Bank AG20,712$2,487 12/31/2019
     DSI20,712$2,487 12/31/2019
Gibson Capital LLC20,462$2,453 12/31/2019
     DSI20,462$2,453 12/31/2019
Shepherd Financial Partners LLC20,394$2,449 12/31/2019
     DSI20,394$2,449 12/31/2019
Quest Capital Management Inc. ADV19,709$2,368 12/31/2019
     DSI19,709$2,368 12/31/2019
Strategic Point Investment Advisors LLC18,232$2,190 12/31/2019
     DSI18,232$2,190 12/31/2019
PNC Financial Services Group Inc.17,561$2,110 12/31/2019
     DSI17,561$2,110 12/31/2019
Johnson Financial Group Inc.17,503$2,103 12/31/2019
     DSI17,503$2,103 12/31/2019
Lincoln National Corp16,865$2,026 12/31/2019
     DSI16,865$2,026 12/31/2019
Cribstone Capital Management LLC16,836$2,023 12/31/2019
     DSI16,836$2,023 12/31/2019
Evercore Wealth Management LLC15,883$1,908 12/31/2019
     DSI15,883$1,908 12/31/2019
Forbes J M & Co. LLP15,473$1,859 12/31/2019
     DSI15,473$1,859 12/31/2019
Financial Insights Inc.15,128$1,817 12/31/2019
     DSI15,128$1,817 12/31/2019
Mandatum Life Insurance Co Ltd15,010$1,803 12/31/2019
     DSI15,010$1,803 12/31/2019
Advisor Group Inc.14,815$1,780 12/31/2019
     DSI14,815$1,780 12/31/2019
AE Wealth Management LLC14,633$1,758 12/31/2019
     DSI14,633$1,758 12/31/2019
Adviser Investments LLC14,495$1,741 12/31/2019
     DSI14,495$1,741 12/31/2019
Sawtooth Solutions LLC14,236$1,710 12/31/2019
     DSI14,236$1,710 12/31/2019
Headinvest LLC14,061$1,689 12/31/2019
     DSI14,061$1,689 12/31/2019
DeDora Capital Inc.14,062$1,689 12/31/2019
     DSI14,062$1,689 12/31/2019
Regentatlantic Capital LLC13,699$1,646 12/31/2019
     DSI13,699$1,646 12/31/2019
Wealthspire Advisors L.P.13,638$1,638 12/31/2019
     DSI13,638$1,638 12/31/2019
Balasa Dinverno & Foltz LLC13,428$1,613 12/31/2019
     DSI13,428$1,613 12/31/2019
Wealthcare Capital Management LLC13,386$1,608 12/31/2019
     DSI13,386$1,608 12/31/2019
Mercer Global Advisors Inc. ADV13,212$1,588 12/31/2019
     DSI13,212$1,588 12/31/2019
Main Management LLC13,193$1,585 12/31/2019
     DSI13,193$1,585 12/31/2019
Northwestern Mutual Wealth Management Co.13,053$1,568 12/31/2019
     DSI13,053$1,568 12/31/2019
CLS Investments LLC13,008$1,563 12/31/2019
     DSI13,008$1,563 12/31/2019
Brinker Capital Inc.12,704$1,526 12/31/2019
     DSI12,704$1,526 12/31/2019
Strategic Wealth Advisors Group LLC12,604$1,514 12/31/2019
     DSI12,604$1,514 12/31/2019
Cranbrook Wealth Management LLC12,589$1,512 12/31/2019
     DSI12,589$1,512 12/31/2019
Independent Advisor Alliance12,510$1,503 12/31/2019
     DSI12,510$1,503 12/31/2019
Bangor Savings Bank12,314$1,479 12/31/2019
     DSI12,314$1,479 12/31/2019
Prio Wealth Limited Partnership12,050$1,448 12/31/2019
     DSI12,050$1,448 12/31/2019
Personal Wealth Partners11,967$1,438 12/31/2019
     DSI11,967$1,438 12/31/2019
Western Wealth Management LLC11,919$1,432 12/31/2019
     DSI11,919$1,432 12/31/2019
Columbia Trust Co 0101201611,906$1,430 12/31/2019
     DSI11,906$1,430 12/31/2019
Bremer Bank National Association11,569$1,390 12/31/2019
     DSI11,569$1,390 12/31/2019
Pitcairn Co.11,374$1,366 12/31/2019
     DSI11,374$1,366 12/31/2019
Blair William & Co. IL11,268$1,354 12/31/2019
     DSI11,268$1,354 12/31/2019
Manchester Capital Management LLC11,273$1,354 12/31/2019
     DSI11,273$1,354 12/31/2019
Citadel Advisors LLC11,078$1,331 12/31/2019
     DSI11,078$1,331 12/31/2019
Boston Private Wealth LLC11,013$1,323 12/31/2019
     DSI11,013$1,323 12/31/2019
Gradient Investments LLC9,892$1,188 12/31/2019
     DSI9,892$1,188 12/31/2019
Hilltop Holdings Inc.9,502$1,142 12/31/2019
     DSI9,502$1,142 12/31/2019
United Capital Financial Advisers LLC9,499$1,141 12/31/2019
     DSI9,499$1,141 12/31/2019
Stifel Financial Corp9,112$1,095 12/31/2019
     DSI9,112$1,095 12/31/2019
Baker Avenue Asset Management LP9,104$1,093 12/31/2019
     DSI9,104$1,093 12/31/2019
Brio Consultants LLC8,789$1,056 12/31/2019
     DSI8,789$1,056 12/31/2019
Buckingham Asset Management LLC8,764$1,053 12/31/2019
     DSI8,764$1,053 12/31/2019
AJ Wealth Strategies LLC8,528$1,024 12/31/2019
     DSI8,528$1,024 12/31/2019
Bank of Montreal Can8,355$1,004 12/31/2019
     DSI8,355$1,004 12/31/2019
Arbor Investment Advisors LLC7,953$955 12/31/2019
     DSI7,953$955 12/31/2019
BBR Partners LLC7,642$918 12/31/2019
     DSI7,642$918 12/31/2019
Avantax Advisory Services Inc.7,593$911 12/31/2019
     DSI7,593$911 12/31/2019
Boston Trust Walden Corp7,493$900 12/31/2019
     DSI7,493$900 12/31/2019
Trellis Advisors LLC7,169$861 12/31/2019
     DSI7,169$861 12/31/2019
Advisory Services Network LLC6,819$819 12/31/2019
     DSI6,819$819 12/31/2019
Accredited Investors Inc.6,725$808 12/31/2019
     DSI6,725$808 12/31/2019
Patriot Financial Group Insurance Agency LLC6,594$792 12/31/2019
     DSI6,594$792 12/31/2019
Captrust Financial Advisors6,243$757 12/31/2019
     DSI6,243$757 12/31/2019
Raymond James Trust N.A.6,257$752 12/31/2019
     DSI6,257$752 12/31/2019
Chicago Partners Investment Group LLC6,060$752 12/31/2019
     DSI6,060$752 12/31/2019
Watson Rebecca6,239$749 12/31/2019
     DSI6,239$749 12/31/2019
Brookstone Capital Management6,202$745 12/31/2019
     DSI6,202$745 12/31/2019
Whittier Trust Co.6,060$728 12/31/2019
     DSI6,060$728 12/31/2019
Anfield Capital Management LLC5,813$728 12/31/2019
     DSI5,813$728 12/31/2019
ProVise Management Group LLC5,877$706 12/31/2019
     DSI5,877$706 12/31/2019
Community Financial Services Group LLC5,841$702 12/31/2019
     DSI5,841$702 12/31/2019
Cetera Advisor Networks LLC5,824$696 12/31/2019
     DSI5,824$696 12/31/2019
Thrivent Financial for Lutherans5,663$680 12/31/2019
     DSI5,663$680 12/31/2019
Fifth Third Bancorp5,527$664 12/31/2019
     DSI5,527$664 12/31/2019
Barrett Asset Management LLC5,491$660 12/31/2019
     DSI5,491$660 12/31/2019
Cibc Bank USA5,430$652 12/31/2019
     DSI5,430$652 12/31/2019
Zevenbergen Capital Investments LLC5,278$634 12/31/2019
     DSI5,278$634 12/31/2019
Citigroup Inc.5,241$630 12/31/2019
     DSI5,241$630 12/31/2019
Buffington Mohr McNeal5,109$614 12/31/2019
     DSI5,109$614 12/31/2019
Vivaldi Capital Management LLC5,048$606 12/31/2019
     DSI5,048$606 12/31/2019
Peoples Bank OH5,025$604 12/31/2019
     DSI5,025$604 12/31/2019
Merriman Wealth Management LLC5,029$604 12/31/2019
     DSI5,029$604 12/31/2019
Altfest L J & Co. Inc.4,911$590 12/31/2019
     DSI4,911$590 12/31/2019
Miracle Mile Advisors LLC4,913$590 12/31/2019
     DSI4,913$590 12/31/2019
Renaissance Technologies LLC4,900$589 12/31/2019
     DSI4,900$589 12/31/2019
Baird Financial Group Inc.4,849$583 12/31/2019
     DSI4,849$583 12/31/2019
Boston Standard Wealth Management LLC4,718$567 12/31/2019
     DSI4,718$567 12/31/2019
Financial Advocates Investment Management4,699$564 12/31/2019
     DSI4,699$564 12/31/2019
Harfst & Associates Inc.4,671$561 12/31/2019
     DSI4,671$561 12/31/2019
Mascoma Wealth Management LLC5,021$557 09/30/2019
     DSI5,021$557 09/30/2019
Willow Creek Wealth Management Inc.4,417$531 12/31/2019
     DSI4,417$531 12/31/2019
Franklin Resources Inc.4,345$522 12/31/2019
     DSI4,345$522 12/31/2019
Acropolis Investment Management LLC4,312$518 12/31/2019
     DSI4,312$518 12/31/2019
MainStreet Investment Advisors LLC4,220$506 12/31/2019
     DSI4,220$506 12/31/2019
Tiedemann Advisors LLC3,984$478 12/31/2019
     DSI3,984$478 12/31/2019
Proequities Inc.3,914$470 12/31/2019
     DSI3,914$470 12/31/2019
Adalta Capital Management LLC3,890$467 12/31/2019
     DSI3,890$467 12/31/2019
Private Ocean LLC3,860$464 12/31/2019
     DSI3,860$464 12/31/2019
Callan Capital LLC3,776$454 12/31/2019
     DSI3,776$454 12/31/2019
Cornerstone Wealth Management LLC3,755$451 12/31/2019
     DSI3,755$451 12/31/2019
Highwater Wealth Management LLC4,066$451 09/30/2019
     DSI4,066$451 09/30/2019
John G Ullman & Associates Inc.3,700$444 12/31/2019
     DSI3,700$444 12/31/2019
Neumann Capital Management LLC3,695$444 12/31/2019
     DSI3,695$444 12/31/2019
KBC Group NV3,670$441 12/31/2019
     DSI3,670$441 12/31/2019
Cobblestone Capital Advisors LLC NY3,570$429 12/31/2019
     DSI3,570$429 12/31/2019
Flagship Harbor Advisors LLC3,552$427 12/31/2019
     DSI3,552$427 12/31/2019
BB&T Securities LLC3,806$421 09/30/2019
     DSI3,806$421 09/30/2019
Private Capital Group LLC3,469$416 12/31/2019
     DSI3,469$416 12/31/2019
Pennsylvania Capital Management Inc. ADV3,406$409 12/31/2019
     DSI3,406$409 12/31/2019
Cetera Advisors LLC3,265$393 12/31/2019
     DSI3,265$393 12/31/2019
New England Professional Planning Group Inc.3,244$389 12/31/2019
     DSI3,244$389 12/31/2019
Tower Research Capital LLC TRC 3,206$385 12/31/2019
     DSI3,206$385 12/31/2019
Gould Asset Management LLC CA3,199$384 12/31/2019
     DSI3,199$384 12/31/2019
Allen Capital Group LLC3,192$383 12/31/2019
     DSI3,192$383 12/31/2019
Vicus Capital3,157$379 12/31/2019
     DSI3,157$379 12/31/2019
Massmutual Trust Co. FSB ADV3,360$373 09/30/2019
     DSI3,360$373 09/30/2019
Valmark Advisers Inc.3,090$371 12/31/2019
     DSI3,090$371 12/31/2019
CIBC World Markets Inc.3,053$367 12/31/2019
     DSI3,053$367 12/31/2019
Wealthsource Partners LLC3,002$361 12/31/2019
     DSI3,002$361 12/31/2019
Cooper Financial Group2,956$355 12/31/2019
     DSI2,956$355 12/31/2019
Frisch Financial Group Inc.2,835$341 12/31/2019
     DSI2,835$341 12/31/2019
White Lighthouse Investment Management Inc.2,808$337 12/31/2019
     DSI2,808$337 12/31/2019
Cerity Partners LLC2,793$336 12/31/2019
     DSI2,793$336 12/31/2019
Capital Asset Advisory Services LLC2,635$333 12/31/2019
     DSI2,635$333 12/31/2019
BSW Wealth Partners2,734$328 12/31/2019
     DSI2,734$328 12/31/2019
Trustmark National Bank Trust Department2,725$327 12/31/2019
     DSI2,725$327 12/31/2019
Bartlett & Co. LLC2,908$323 09/30/2019
     DSI2,908$323 09/30/2019
Equitable Holdings Inc.2,666$320 12/31/2019
     DSI2,666$320 12/31/2019
Transform Wealth LLC2,645$318 12/31/2019
     DSI2,645$318 12/31/2019
Investors Research Corp2,635$317 12/31/2019
     DSI2,635$317 12/31/2019
Oppenheimer & Co. Inc.2,620$315 12/31/2019
     DSI2,620$315 12/31/2019
Arlington Financial Advisors LLC2,602$313 12/31/2019
     DSI2,602$313 12/31/2019
Wealthcare Advisory Partners LLC2,581$310 12/31/2019
     DSI2,581$310 12/31/2019
Janney Montgomery Scott LLC2,566$308 12/31/2019
     DSI2,566$308 12/31/2019
Stearns Financial Services Group2,539$305 12/31/2019
     DSI2,539$305 12/31/2019
Fiera Capital Corp2,534$304 12/31/2019
     DSI2,534$304 12/31/2019
HM Payson & Co.2,490$299 12/31/2019
     DSI2,490$299 12/31/2019
Blume Capital Management Inc.2,496$299 12/31/2019
     DSI2,496$299 12/31/2019
Harborview Advisors LLC2,485$299 12/31/2019
     DSI2,485$299 12/31/2019
Crestwood Advisors Group LLC2,479$298 12/31/2019
     DSI2,479$298 12/31/2019
BerganKDV Wealth Management LLC2,477$298 12/31/2019
     DSI2,477$298 12/31/2019
Capital One National Association2,438$293 12/31/2019
     DSI2,438$293 12/31/2019
Parsons Capital Management Inc. RI2,402$289 12/31/2019
     DSI2,402$289 12/31/2019
Trustcore Financial Services LLC2,396$288 12/31/2019
     DSI2,396$288 12/31/2019
Personal Resources Investment & Strategic Management Inc.2,384$286 12/31/2019
     DSI2,384$286 12/31/2019
Aevitas Wealth Management Inc.2,383$286 12/31/2019
     DSI2,383$286 12/31/2019
Colony Group LLC2,357$283 12/31/2019
     DSI2,357$283 12/31/2019
Price T Rowe Associates Inc. MD2,330$280 12/31/2019
     DSI2,330$280 12/31/2019
CRA Financial Services LLC2,304$277 12/31/2019
     DSI2,304$277 12/31/2019
Bigelow Investment Advisors LLC2,260$271 12/31/2019
     DSI2,260$271 12/31/2019
United Income Inc.2,438$270 09/30/2019
     DSI2,438$270 09/30/2019
Titus Wealth Management2,215$266 12/31/2019
     DSI2,215$266 12/31/2019
D.A. Davidson & CO.2,187$263 12/31/2019
     DSI2,187$263 12/31/2019
Steward Partners Investment Advisory LLC2,189$263 12/31/2019
     DSI2,189$263 12/31/2019
Lowe Wealth Advisors LLC2,183$262 12/31/2019
     DSI2,183$262 12/31/2019
AdvisorNet Financial Inc2,114$254 12/31/2019
     DSI2,114$254 12/31/2019
WoodTrust Financial Corp2,114$254 12/31/2019
     DSI2,114$254 12/31/2019
VERITY Wealth Advisors2,112$254 12/31/2019
     DSI2,112$254 12/31/2019
Trust Co. of Vermont2,097$252 12/31/2019
     DSI2,097$252 12/31/2019
Greenwich Wealth Management LLC2,094$252 12/31/2019
     DSI2,094$252 12/31/2019
Comerica Bank2,020$249 12/31/2019
     DSI2,020$249 12/31/2019
Enterprise Financial Services Corp2,070$249 12/31/2019
     DSI2,070$249 12/31/2019
First Foundation Advisors2,071$249 12/31/2019
     DSI2,071$249 12/31/2019
Hills Bank & Trust Co.2,050$246 12/31/2019
     DSI2,050$246 12/31/2019
Leonard Rickey Investment Advisors P.L.L.C.2,023$243 12/31/2019
     DSI2,023$243 12/31/2019
Sowell Financial Services LLC2,015$242 12/31/2019
     DSI2,015$242 12/31/2019
Silversage Advisors2,015$242 12/31/2019
     DSI2,015$242 12/31/2019
ERn Financial LLC2,007$241 12/31/2019
     DSI2,007$241 12/31/2019
CAMG Solamere Management LLC1,990$239 12/31/2019
     DSI1,990$239 12/31/2019
Lenox Wealth Advisors LLC1,959$235 12/31/2019
     DSI1,959$235 12/31/2019
Sequoia Financial Advisors LLC1,959$235 12/31/2019
     DSI1,959$235 12/31/2019
Sterling Investment Advisors Ltd.1,956$234 12/31/2019
     DSI1,956$234 12/31/2019
Parkside Advisors LLC1,904$229 12/31/2019
     DSI1,904$229 12/31/2019
Edmonds Duncan Registered Investment Advisors LLC1,903$229 12/31/2019
     DSI1,903$229 12/31/2019
Great Diamond Partners LLC1,904$228 12/31/2019
     DSI1,904$228 12/31/2019
Northern Trust Corp1,795$216 12/31/2019
     DSI1,795$216 12/31/2019
Partnervest Advisory Services LLC1,791$215 12/31/2019
     DSI1,791$215 12/31/2019
EP Wealth Advisors LLC1,792$215 12/31/2019
     DSI1,792$215 12/31/2019
MUFG Americas Holdings Corp1,762$212 12/31/2019
     DSI1,762$212 12/31/2019
First Allied Advisory Services Inc.1,752$211 12/31/2019
     DSI1,752$211 12/31/2019
Whittier Trust Co. of Nevada Inc.1,709$205 12/31/2019
     DSI1,709$205 12/31/2019
Cetera Investment Advisers1,699$202 12/31/2019
     DSI1,699$202 12/31/2019
Van Hulzen Asset Management LLC1,677$201 12/31/2019
     DSI1,677$201 12/31/2019
Abbrea Capital LLC1,671$201 12/31/2019
     DSI1,671$201 12/31/2019
Atlas Capital Advisors LLC1,653$199 12/31/2019
     DSI1,653$199 12/31/2019
Smithfield Trust Co.1,619$194 12/31/2019
     DSI1,619$194 12/31/2019
JNBA Financial Advisors1,587$191 12/31/2019
     DSI1,587$191 12/31/2019
Howe & Rusling Inc.1,215$146 12/31/2019
     DSI1,215$146 12/31/2019
Firestone Capital Management1,178$142 12/31/2019
     DSI1,178$142 12/31/2019
Focused Wealth Management Inc1,160$139 12/31/2019
     DSI1,160$139 12/31/2019
NEXT Financial Group Inc1,124$135 12/31/2019
     DSI1,124$135 12/31/2019
Bessemer Group Inc.1,100$132 12/31/2019
     DSI1,100$132 12/31/2019
Pittenger & Anderson Inc.1,082$130 12/31/2019
     DSI1,082$130 12/31/2019
Rockefeller Capital Management L.P.1,049$126 12/31/2019
     DSI1,049$126 12/31/2019
Weaver Consulting Group1,140$126 12/31/2019
     DSI1,140$126 12/31/2019
AllSquare Wealth Management LLC1,034$124 12/31/2019
     DSI1,034$124 12/31/2019
Ameritas Investment Partners Inc.1,031$123 12/31/2019
     DSI1,031$123 12/31/2019
RPg Family Wealth Advisory LLC1,018$122 12/31/2019
     DSI1,018$122 12/31/2019
Financial Advisory Service Inc.1,001$120 12/31/2019
     DSI1,001$120 12/31/2019
Global Retirement Partners LLC994$119 12/31/2019
     DSI994$119 12/31/2019
Advisory Alpha LLC965$118 12/31/2019
     DSI965$118 12/31/2019
Affiance Financial LLC964$116 12/31/2019
     DSI964$116 12/31/2019
IFP Advisors Inc941$114 12/31/2019
     DSI941$114 12/31/2019
Mine & Arao Wealth Creation & Management LLC.932$112 12/31/2019
     DSI932$112 12/31/2019
FMR LLC789$95 12/31/2019
     DSI789$95 12/31/2019
Orion Portfolio Solutions LLC788$95 12/31/2019
     DSI788$95 12/31/2019
Financial Architects Inc780$94 12/31/2019
     DSI780$94 12/31/2019
Atlantic Trust LLC772$93 12/31/2019
     DSI772$93 12/31/2019
Ellevest Inc.756$91 12/31/2019
     DSI756$91 12/31/2019
TD Capital Management LLC681$82 12/31/2019
     DSI681$82 12/31/2019
Punch & Associates Investment Management Inc.590$71 12/31/2019
     DSI590$71 12/31/2019
Ancora Advisors LLC575$69 12/31/2019
     DSI575$69 12/31/2019
Stuart Chaussee & Associates Inc.555$67 12/31/2019
     DSI555$67 12/31/2019
Moisand Fitzgerald Tamayo LLC468$56 12/31/2019
     DSI468$56 12/31/2019
Financial Enhancement Group LLC458$55 12/31/2019
     DSI458$55 12/31/2019
Howard Wealth Management LLC458$55 12/31/2019
     DSI458$55 12/31/2019
Liberty Wealth Management LLC412$49 12/31/2019
     DSI412$49 12/31/2019
Hudock Capital Group LLC370$44 12/31/2019
     DSI370$44 12/31/2019
Braun Bostich & Associates Inc.343$42 12/31/2019
     DSI343$42 12/31/2019
Adirondack Trust Co.330$40 12/31/2019
     DSI330$40 12/31/2019
Aptus Capital Advisors LLC323$38 12/31/2019
     DSI323$38 12/31/2019
Rowland Carmichael Advisors Inc. ADV248$30 12/31/2019
     DSI248$30 12/31/2019
Migdal Insurance & Financial Holdings Ltd.235$28 12/31/2019
     DSI235$28 12/31/2019
Sandy Spring Bank230$28 12/31/2019
     DSI230$28 12/31/2019
Ballast Advisors LLC225$27 12/31/2019
     DSI225$27 12/31/2019
Close Asset Management Ltd212$25 12/31/2019
     DSI212$25 12/31/2019
Baldwin Brothers Inc. MA200$24 12/31/2019
     DSI200$24 12/31/2019
CFM Wealth Partners LLC180$22 12/31/2019
     DSI180$22 12/31/2019
Dougherty Wealth Advisers LLC169$20 12/31/2019
     DSI169$20 12/31/2019
Kore Private Wealth LLC157$19 12/31/2019
     DSI157$19 12/31/2019
Valeo Financial Advisors LLC130$16 12/31/2019
     DSI130$16 12/31/2019
Ellis Investment Partners LLC135$16 12/31/2019
     DSI135$16 12/31/2019
PSI Advisors LLC124$15 12/31/2019
     DSI124$15 12/31/2019
S.A. Mason LLC100$12 12/31/2019
     DSI100$12 12/31/2019
Kistler Tiffany Companies LLC63$8 12/31/2019
     DSI63$8 12/31/2019
Certified Advisory Corp67$8 12/31/2019
     DSI67$8 12/31/2019
D Orazio & Associates Inc.46$6 12/31/2019
     DSI46$6 12/31/2019
Benjamin F. Edwards & Company Inc.45$5 12/31/2019
     DSI45$5 12/31/2019
Rice Partnership LLC35$4 12/31/2019
     DSI35$4 12/31/2019
Lloyd Advisory Services LLC.22$3 12/31/2019
     DSI22$3 12/31/2019
Ironwood Financial llc18$2 12/31/2019
     DSI18$2 12/31/2019
Lindbrook Capital LLC20$2 12/31/2019
     DSI20$2 12/31/2019
Asset Dedication LLC6$1 12/31/2019
     DSI6$1 12/31/2019
Creative Financial Designs Inc. ADV0$0 12/31/2019
     DSI0$0 12/31/2019
TRUE Private Wealth Advisors1$0 12/31/2019
     DSI1$0 12/31/2019

See Summary: Institutional Holders of DSI
See Details: Top 10 Hedge Funds Holding DSI
Also See: DSI Holdings Changes

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