HoldingsChannel.com
Funds Holding DSI
HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE994,453$96,850 03/31/2020
     DSI994,453$96,850 03/31/2020
Morgan Stanley815,543$79,426 03/31/2020
     DSI815,543$79,426 03/31/2020
JPMorgan Chase & Co.668,962$65,150 03/31/2020
     DSI668,962$65,150 03/31/2020
Betterment LLC563,614$54,890 03/31/2020
     DSI563,614$54,890 03/31/2020
Envestnet Asset Management Inc.430,023$50,751 06/30/2020
     DSI430,023$50,751 06/30/2020
UBS Group AG313,205$36,964 06/30/2020
     DSI313,205$36,964 06/30/2020
Ameriprise Financial Inc.242,794$23,619 03/31/2020
     DSI242,794$23,619 03/31/2020
Goldman Sachs Group Inc.204,498$19,916 03/31/2020
     DSI204,498$19,916 03/31/2020
Personal Capital Advisors Corp166,105$16,301 03/31/2020
     DSI166,105$16,301 03/31/2020
Bank of New York Mellon Corp156,168$15,210 03/31/2020
     DSI156,168$15,210 03/31/2020
First Republic Investment Management Inc.136,809$13,324 03/31/2020
     DSI136,809$13,324 03/31/2020
Wells Fargo & Company MN131,697$12,826 03/31/2020
     DSI131,697$12,826 03/31/2020
US Bancorp DE111,099$10,820 03/31/2020
     DSI111,099$10,820 03/31/2020
LPL Financial LLC106,109$10,334 03/31/2020
     DSI106,109$10,334 03/31/2020
Creative Planning83,221$9,822 06/30/2020
     DSI83,221$9,822 06/30/2020
Mariner LLC96,975$9,444 03/31/2020
     DSI96,975$9,444 03/31/2020
ETRADE Capital Management LLC91,627$8,924 03/31/2020
     DSI91,627$8,924 03/31/2020
Truist Financial Corp87,410$8,512 03/31/2020
     DSI87,410$8,512 03/31/2020
CWM LLC62,195$7,340 06/30/2020
     DSI62,195$7,340 06/30/2020
C J Advisory Inc.49,912$5,928 06/30/2020
     DSI49,912$5,928 06/30/2020
Frontier Wealth Management LLC60,515$5,894 03/31/2020
     DSI60,515$5,894 03/31/2020
Susquehanna International Group LLP59,957$5,839 03/31/2020
     DSI59,957$5,839 03/31/2020
Raymond James Financial Services Advisors Inc.47,808$5,642 06/30/2020
     DSI47,808$5,642 06/30/2020
Advisor Group Holdings Inc.554,135$5,414 03/31/2020
     DSI554,135$5,414 03/31/2020
Fiduciary Trust Co.54,288$5,287 03/31/2020
     DSI54,288$5,287 03/31/2020
Commonwealth Equity Services LLC49,792$4,849 03/31/2020
     DSI49,792$4,849 03/31/2020
Sei Investments Co.48,428$4,721 03/31/2020
     DSI48,428$4,721 03/31/2020
Parallel Advisors LLC39,522$4,664 06/30/2020
     DSI39,522$4,664 06/30/2020
Ameritas Investment Company LLC49,107$4,614 03/31/2020
     DSI49,107$4,614 03/31/2020
First Horizon Advisors Inc.38,344$4,525 06/30/2020
     DSI38,344$4,525 06/30/2020
Cambridge Investment Research Advisors Inc.36,653$4,326 06/30/2020
     DSI36,653$4,326 06/30/2020
Raymond James & Associates36,627$4,323 06/30/2020
     DSI36,627$4,323 06/30/2020
Gemmer Asset Management LLC36,390$4,295 06/30/2020
     DSI36,390$4,295 06/30/2020
Baystate Wealth Management LLC34,407$4,061 06/30/2020
     DSI34,407$4,061 06/30/2020
Royal Bank of Canada38,494$3,748 03/31/2020
     DSI38,494$3,748 03/31/2020
Cribstone Capital Management LLC30,381$3,586 06/30/2020
     DSI30,381$3,586 06/30/2020
Trillium Asset Management LLC36,465$3,551 03/31/2020
     DSI36,465$3,551 03/31/2020
Litman Gregory Asset Management LLC29,386$3,468 06/30/2020
     DSI29,386$3,468 06/30/2020
Quest Capital Management Inc. ADV29,112$3,436 06/30/2020
     DSI29,112$3,436 06/30/2020
Geller Advisors LLC30,165$2,938 03/31/2020
     DSI30,165$2,938 03/31/2020
MML Investors Services LLC27,379$2,666 03/31/2020
     DSI27,379$2,666 03/31/2020
Dorsey & Whitney Trust CO LLC25,749$2,507 03/31/2020
     DSI25,749$2,507 03/31/2020
Brookstone Capital Management20,706$2,444 06/30/2020
     DSI20,706$2,444 06/30/2020
Gibson Capital LLC20,685$2,438 06/30/2020
     DSI20,685$2,438 06/30/2020
Strategic Point Investment Advisors LLC19,583$2,431 06/30/2020
     DSI19,583$2,431 06/30/2020
Manchester Capital Management LLC24,937$2,429 03/31/2020
     DSI24,937$2,429 03/31/2020
BigSur Wealth Management LLC20,000$2,360 06/30/2020
     DSI20,000$2,360 06/30/2020
Wealthcare Capital Management LLC19,879$2,346 06/30/2020
     DSI19,879$2,346 06/30/2020
Lincoln National Corp19,181$2,264 06/30/2020
     DSI19,181$2,264 06/30/2020
HighTower Advisors LLC22,509$2,191 03/31/2020
     DSI22,509$2,191 03/31/2020
Private Advisor Group LLC22,305$2,172 03/31/2020
     DSI22,305$2,172 03/31/2020
Chevy Chase Trust Holdings Inc.22,000$2,143 03/31/2020
     DSI22,000$2,143 03/31/2020
Bailard Inc.20,924$2,038 03/31/2020
     DSI20,924$2,038 03/31/2020
Strategic Wealth Advisors Group LLC17,011$2,025 06/30/2020
     DSI17,011$2,025 06/30/2020
Deutsche Bank AG20,512$1,997 03/31/2020
     DSI20,512$1,997 03/31/2020
Cetera Advisor Networks LLC19,958$1,944 03/31/2020
     DSI19,958$1,944 03/31/2020
Adviser Investments LLC15,483$1,827 06/30/2020
     DSI15,483$1,827 06/30/2020
Columbia Trust Co 0101201615,111$1,783 06/30/2020
     DSI15,111$1,783 06/30/2020
Destination Wealth Management18,211$1,774 03/31/2020
     DSI18,211$1,774 03/31/2020
Johnson Financial Group Inc.17,832$1,736 03/31/2020
     DSI17,832$1,736 03/31/2020
Bank Julius Baer & Co. Ltd Zurich17,980$1,734 03/31/2020
     DSI17,980$1,734 03/31/2020
Brinker Capital Inc.14,620$1,725 06/30/2020
     DSI14,620$1,725 06/30/2020
DeDora Capital Inc.14,489$1,710 06/30/2020
     DSI14,489$1,710 06/30/2020
Bangor Savings Bank13,885$1,639 06/30/2020
     DSI13,885$1,639 06/30/2020
Shepherd Financial Partners LLC16,771$1,634 03/31/2020
     DSI16,771$1,634 03/31/2020
PNC Financial Services Group Inc.16,590$1,617 03/31/2020
     DSI16,590$1,617 03/31/2020
Mercer Global Advisors Inc. ADV16,397$1,597 03/31/2020
     DSI16,397$1,597 03/31/2020
Stifel Financial Corp16,235$1,580 03/31/2020
     DSI16,235$1,580 03/31/2020
Evercore Wealth Management LLC15,883$1,547 03/31/2020
     DSI15,883$1,547 03/31/2020
Financial Insights Inc.15,379$1,498 03/31/2020
     DSI15,379$1,498 03/31/2020
Headinvest LLC15,256$1,486 03/31/2020
     DSI15,256$1,486 03/31/2020
Keybank National Association OH15,243$1,485 03/31/2020
     DSI15,243$1,485 03/31/2020
Trellis Advisors LLC12,548$1,481 06/30/2020
     DSI12,548$1,481 06/30/2020
Mandatum Life Insurance Co Ltd15,010$1,462 03/31/2020
     DSI15,010$1,462 03/31/2020
Pitcairn Co.12,141$1,433 06/30/2020
     DSI12,141$1,433 06/30/2020
Prio Wealth Limited Partnership14,120$1,375 03/31/2020
     DSI14,120$1,375 03/31/2020
Regentatlantic Capital LLC14,113$1,374 03/31/2020
     DSI14,113$1,374 03/31/2020
Bremer Bank National Association11,520$1,360 06/30/2020
     DSI11,520$1,360 06/30/2020
Sontag Advisory LLC13,712$1,335 03/31/2020
     DSI13,712$1,335 03/31/2020
Wealthspire Advisors L.P.13,712$1,335 03/31/2020
     DSI13,712$1,335 03/31/2020
Balasa Dinverno & Foltz LLC13,656$1,330 03/31/2020
     DSI13,656$1,330 03/31/2020
Northwestern Mutual Wealth Management Co.13,487$1,313 03/31/2020
     DSI13,487$1,313 03/31/2020
Cranbrook Wealth Management LLC13,423$1,307 03/31/2020
     DSI13,423$1,307 03/31/2020
Gradient Investments LLC10,893$1,286 06/30/2020
     DSI10,893$1,286 06/30/2020
Patriot Financial Group Insurance Agency LLC10,400$1,227 06/30/2020
     DSI10,400$1,227 06/30/2020
CLS Investments LLC12,560$1,223 03/31/2020
     DSI12,560$1,223 03/31/2020
Accredited Investors Inc.10,234$1,208 06/30/2020
     DSI10,234$1,208 06/30/2020
Blair William & Co. IL11,962$1,165 03/31/2020
     DSI11,962$1,165 03/31/2020
Personal Wealth Partners11,967$1,165 03/31/2020
     DSI11,967$1,165 03/31/2020
Brio Consultants LLC9,531$1,125 06/30/2020
     DSI9,531$1,125 06/30/2020
Main Management LLC11,447$1,115 03/31/2020
     DSI11,447$1,115 03/31/2020
Arbor Investment Advisors LLC9,350$1,103 06/30/2020
     DSI9,350$1,103 06/30/2020
Watson Rebecca9,312$1,099 06/30/2020
     DSI9,312$1,099 06/30/2020
Park Avenue Securities LLC9,112$1,075 06/30/2020
     DSI9,112$1,075 06/30/2020
Princeton Global Asset Management LLC11,000$1,071 03/31/2020
     DSI11,000$1,071 03/31/2020
Buckingham Asset Management LLC8,759$1,034 06/30/2020
     DSI8,759$1,034 06/30/2020
Whittier Trust Co.8,615$1,017 06/30/2020
     DSI8,615$1,017 06/30/2020
Cornerstone Wealth Management LLC8,602$1,015 06/30/2020
     DSI8,602$1,015 06/30/2020
White Lighthouse Investment Management Inc.8,378$989 06/30/2020
     DSI8,378$989 06/30/2020
Investors Research Corp8,313$981 06/30/2020
     DSI8,313$981 06/30/2020
Parcion Private Wealth LLC7,682$932 06/30/2020
     DSI7,682$932 06/30/2020
Hilltop Holdings Inc.9,328$909 03/31/2020
     DSI9,328$909 03/31/2020
Boston Trust Walden Corp7,448$879 06/30/2020
     DSI7,448$879 06/30/2020
Altfest L J & Co. Inc.7,292$861 06/30/2020
     DSI7,292$861 06/30/2020
Wealthsource Partners LLC8,668$844 03/31/2020
     DSI8,668$844 03/31/2020
AJ Wealth Strategies LLC8,397$818 03/31/2020
     DSI8,397$818 03/31/2020
Advisory Services Network LLC8,108$790 03/31/2020
     DSI8,108$790 03/31/2020
United Capital Financial Advisers LLC8,031$782 03/31/2020
     DSI8,031$782 03/31/2020
Northside Capital Management LLC6,600$779 06/30/2020
     DSI6,600$779 06/30/2020
Raymond James Trust N.A.6,550$773 06/30/2020
     DSI6,550$773 06/30/2020
BBR Partners LLC7,894$769 03/31/2020
     DSI7,894$769 03/31/2020
Chicago Partners Investment Group LLC6,088$752 06/30/2020
     DSI6,088$752 06/30/2020
Avantax Advisory Services Inc.7,634$745 03/31/2020
     DSI7,634$745 03/31/2020
Community Financial Services Group LLC6,156$727 06/30/2020
     DSI6,156$727 06/30/2020
Van Hulzen Asset Management LLC7,092$691 03/31/2020
     DSI7,092$691 03/31/2020
Schneider Downs Wealth Management Advisors LP5,600$661 06/30/2020
     DSI5,600$661 06/30/2020
Fifth Third Bancorp5,527$652 06/30/2020
     DSI5,527$652 06/30/2020
Parkside Advisors LLC5,510$650 06/30/2020
     DSI5,510$650 06/30/2020
Livingston Group Asset Management CO operating as Southport Capital Management 5,333$629 06/30/2020
     DSI5,333$629 06/30/2020
Thrivent Financial for Lutherans6,510$624 03/31/2020
     DSI6,510$624 03/31/2020
Buffington Mohr McNeal5,161$609 06/30/2020
     DSI5,161$609 06/30/2020
Merriman Wealth Management LLC5,029$594 06/30/2020
     DSI5,029$594 06/30/2020
Baker Avenue Asset Management LP5,943$578 03/31/2020
     DSI5,943$578 03/31/2020
Tempus Wealth Planning LLC5,914$576 03/31/2020
     DSI5,914$576 03/31/2020
Integrated Wealth Concepts LLC4,798$566 06/30/2020
     DSI4,798$566 06/30/2020
Equitable Holdings Inc.5,717$557 03/31/2020
     DSI5,717$557 03/31/2020
Neumann Capital Management LLC4,685$553 06/30/2020
     DSI4,685$553 06/30/2020
ProVise Management Group LLC5,677$553 03/31/2020
     DSI5,677$553 03/31/2020
Peoples Bank OH4,650$549 06/30/2020
     DSI4,650$549 06/30/2020
Boston Standard Wealth Management LLC4,615$545 06/30/2020
     DSI4,615$545 06/30/2020
Braun Bostich & Associates Inc.5,813$542 03/31/2020
     DSI5,813$542 03/31/2020
Forbes J M & Co. LLP5,492$535 03/31/2020
     DSI5,492$535 03/31/2020
CIBC Private Wealth Group LLC5,430$529 03/31/2020
     DSI5,430$529 03/31/2020
Citigroup Inc.5,334$519 03/31/2020
     DSI5,334$519 03/31/2020
Baird Financial Group Inc.5,334$519 03/31/2020
     DSI5,334$519 03/31/2020
Bank of Montreal Can5,419$518 03/31/2020
     DSI5,419$518 03/31/2020
Captrust Financial Advisors5,555$518 03/31/2020
     DSI5,555$518 03/31/2020
Barrett Asset Management LLC5,291$515 03/31/2020
     DSI5,291$515 03/31/2020
Paracle Advisors LLC5,288$515 03/31/2020
     DSI5,288$515 03/31/2020
Acropolis Investment Management LLC4,312$509 06/30/2020
     DSI4,312$509 06/30/2020
Western Wealth Management LLC4,316$509 06/30/2020
     DSI4,316$509 06/30/2020
Miracle Mile Advisors LLC4,963$483 03/31/2020
     DSI4,963$483 03/31/2020
Putnam FL Investment Management Co.4,855$473 03/31/2020
     DSI4,855$473 03/31/2020
National Asset Management Inc.3,946$466 06/30/2020
     DSI3,946$466 06/30/2020
Partnervest Advisory Services LLC4,743$462 03/31/2020
     DSI4,743$462 03/31/2020
Harfst & Associates Inc.4,721$459 03/31/2020
     DSI4,721$459 03/31/2020
Zevenbergen Capital Investments LLC4,678$456 03/31/2020
     DSI4,678$456 03/31/2020
Private Ocean LLC3,859$455 06/30/2020
     DSI3,859$455 06/30/2020
Trustcore Financial Services LLC3,700$437 06/30/2020
     DSI3,700$437 06/30/2020
Wealthcare Advisory Partners LLC3,654$431 06/30/2020
     DSI3,654$431 06/30/2020
Franklin Resources Inc.4,345$423 03/31/2020
     DSI4,345$423 03/31/2020
Aevitas Wealth Management Inc.3,565$421 06/30/2020
     DSI3,565$421 06/30/2020
BlackRock Inc.4,258$415 03/31/2020
     DSI4,258$415 03/31/2020
Proequities Inc.4,229$412 03/31/2020
     DSI4,229$412 03/31/2020
Willow Creek Wealth Management Inc.4,232$412 03/31/2020
     DSI4,232$412 03/31/2020
Arlington Financial Advisors LLC3,342$394 06/30/2020
     DSI3,342$394 06/30/2020
Banco Santander S.A.4,000$390 03/31/2020
     DSI4,000$390 03/31/2020
Callan Capital LLC3,174$375 06/30/2020
     DSI3,174$375 06/30/2020
Wealthsimple US Ltd.3,161$373 06/30/2020
     DSI3,161$373 06/30/2020
Personal Resources Investment & Strategic Management Inc.3,108$367 06/30/2020
     DSI3,108$367 06/30/2020
Foundations Investment Advisors LLC3,066$367 06/30/2020
     DSI3,066$367 06/30/2020
Valmark Advisers Inc.3,090$365 06/30/2020
     DSI3,090$365 06/30/2020
Cetera Advisors LLC3,711$361 03/31/2020
     DSI3,711$361 03/31/2020
Cooper Financial Group3,031$358 06/30/2020
     DSI3,031$358 06/30/2020
Massmutual Trust Co. FSB ADV3,630$354 03/31/2020
     DSI3,630$354 03/31/2020
MainStreet Investment Advisors LLC3,630$354 03/31/2020
     DSI3,630$354 03/31/2020
New England Professional Planning Group Inc.3,244$350 03/31/2020
     DSI3,244$350 03/31/2020
Cobblestone Capital Advisors LLC NY3,570$348 03/31/2020
     DSI3,570$348 03/31/2020
Regal Investment Advisors LLC2,935$346 06/30/2020
     DSI2,935$346 06/30/2020
Private Capital Group LLC3,515$342 03/31/2020
     DSI3,515$342 03/31/2020
Well Done LLC2,879$340 06/30/2020
     DSI2,879$340 06/30/2020
Tiedemann Advisors LLC3,455$336 03/31/2020
     DSI3,455$336 03/31/2020
Janney Montgomery Scott LLC2,818$333 06/30/2020
     DSI2,818$333 06/30/2020
Vicus Capital2,813$332 06/30/2020
     DSI2,813$332 06/30/2020
Bartlett & Co. LLC2,758$325 06/30/2020
     DSI2,758$325 06/30/2020
Allen Capital Group LLC3,192$311 03/31/2020
     DSI3,192$311 03/31/2020
Transform Wealth LLC2,603$307 06/30/2020
     DSI2,603$307 06/30/2020
Institute for Wealth Management LLC.2,498$295 06/30/2020
     DSI2,498$295 06/30/2020
Trexquant Investment LP3,030$295 03/31/2020
     DSI3,030$295 03/31/2020
Harborview Advisors LLC2,443$288 06/30/2020
     DSI2,443$288 06/30/2020
Frisch Financial Group Inc.2,845$277 03/31/2020
     DSI2,845$277 03/31/2020
CRA Financial Services LLC2,304$272 06/30/2020
     DSI2,304$272 06/30/2020
Affinia Financial Group LLC2,779$271 03/31/2020
     DSI2,779$271 03/31/2020
Cerity Partners LLC2,777$270 03/31/2020
     DSI2,777$270 03/31/2020
Trustmark National Bank Trust Department2,725$265 03/31/2020
     DSI2,725$265 03/31/2020
Lowe Wealth Advisors LLC2,183$258 06/30/2020
     DSI2,183$258 06/30/2020
Oppenheimer & Co. Inc.2,620$255 03/31/2020
     DSI2,620$255 03/31/2020
Silversage Advisors2,015$251 06/30/2020
     DSI2,015$251 06/30/2020
WoodTrust Financial Corp2,116$250 06/30/2020
     DSI2,116$250 06/30/2020
VERITY Wealth Advisors2,112$249 06/30/2020
     DSI2,112$249 06/30/2020
Enterprise Financial Services Corp2,070$244 06/30/2020
     DSI2,070$244 06/30/2020
HM Payson & Co.2,490$243 03/31/2020
     DSI2,490$243 03/31/2020
Blume Capital Management Inc.2,496$243 03/31/2020
     DSI2,496$243 03/31/2020
Leonard Rickey Investment Advisors P.L.L.C.2,040$241 06/30/2020
     DSI2,040$241 06/30/2020
Crestwood Advisors Group LLC2,479$241 03/31/2020
     DSI2,479$241 03/31/2020
BerganKDV Wealth Management LLC2,477$241 03/31/2020
     DSI2,477$241 03/31/2020
Capital One Financial Corp2,438$237 03/31/2020
     DSI2,438$237 03/31/2020
Bigelow Investment Advisors LLC2,420$236 03/31/2020
     DSI2,420$236 03/31/2020
Titus Wealth Management2,419$236 03/31/2020
     DSI2,419$236 03/31/2020
Lenox Wealth Advisors LLC1,987$235 06/30/2020
     DSI1,987$235 06/30/2020
Parsons Capital Management Inc. RI2,367$231 03/31/2020
     DSI2,367$231 03/31/2020
Sterling Investment Advisors Ltd.1,956$230 06/30/2020
     DSI1,956$230 06/30/2020
Colony Group LLC2,357$230 03/31/2020
     DSI2,357$230 03/31/2020
Trust Co. of Vermont1,916$226 06/30/2020
     DSI1,916$226 06/30/2020
Edmonds Duncan Registered Investment Advisors LLC1,903$225 06/30/2020
     DSI1,903$225 06/30/2020
Clean Yield Group1,852$219 06/30/2020
     DSI1,852$219 06/30/2020
Steward Partners Investment Advisory LLC2,231$217 03/31/2020
     DSI2,231$217 03/31/2020
Private Trust Co. NA1,814$216 06/30/2020
     DSI1,814$216 06/30/2020
Price T Rowe Associates Inc. MD2,205$215 03/31/2020
     DSI2,205$215 03/31/2020
Close Asset Management Ltd1,812$214 06/30/2020
     DSI1,812$214 06/30/2020
Regions Financial Corp1,800$212 06/30/2020
     DSI1,800$212 06/30/2020
Polaris Greystone Financial Group LLC1,781$212 06/30/2020
     DSI1,781$212 06/30/2020
Zevin Asset Management LLC2,163$211 03/31/2020
     DSI2,163$211 03/31/2020
Gould Asset Management LLC CA2,159$210 03/31/2020
     DSI2,159$210 03/31/2020
AdvisorNet Financial Inc2,118$206 03/31/2020
     DSI2,118$206 03/31/2020
Greenwich Wealth Management LLC2,094$204 03/31/2020
     DSI2,094$204 03/31/2020
Whittier Trust Co. of Nevada Inc.1,709$202 06/30/2020
     DSI1,709$202 06/30/2020
First Foundation Advisors2,071$202 03/31/2020
     DSI2,071$202 03/31/2020
Atlas Capital Advisors LLC1,653$195 06/30/2020
     DSI1,653$195 06/30/2020
JNBA Financial Advisors1,638$193 06/30/2020
     DSI1,638$193 06/30/2020
Ameritas Investment Partners Inc.1,954$190 03/31/2020
     DSI1,954$190 03/31/2020
Sowell Financial Services LLC1,916$187 03/31/2020
     DSI1,916$187 03/31/2020
MUFG Americas Holdings Corp1,762$172 03/31/2020
     DSI1,762$172 03/31/2020
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA1,380$163 06/30/2020
     DSI1,380$163 06/30/2020
Smithfield Trust Co.1,602$156 03/31/2020
     DSI1,602$156 03/31/2020
KBC Group NV1,534$149 03/31/2020
     DSI1,534$149 03/31/2020
Firestone Capital Management1,178$139 06/30/2020
     DSI1,178$139 06/30/2020
Orion Portfolio Solutions LLC1,432$139 03/31/2020
     DSI1,432$139 03/31/2020
Weaver Consulting Group1,140$135 06/30/2020
     DSI1,140$135 06/30/2020
Stearns Financial Services Group1,382$135 03/31/2020
     DSI1,382$135 03/31/2020
Focused Wealth Management Inc1,131$133 06/30/2020
     DSI1,131$133 06/30/2020
Bessemer Group Inc.1,366$133 03/31/2020
     DSI1,366$133 03/31/2020
Howe & Rusling Inc.1,075$127 06/30/2020
     DSI1,075$127 06/30/2020
PrairieView Partners LLC1,046$123 06/30/2020
     DSI1,046$123 06/30/2020
Aptus Capital Advisors LLC1,022$120 06/30/2020
     DSI1,022$120 06/30/2020
Claraphi Advisory Network LLC1,197$117 03/31/2020
     DSI1,197$117 03/31/2020
Rockefeller Capital Management L.P.1,199$117 03/31/2020
     DSI1,199$117 03/31/2020
Affiance Financial LLC964$114 06/30/2020
     DSI964$114 06/30/2020
Financial Advisory Service Inc.941$111 06/30/2020
     DSI941$111 06/30/2020
Pittenger & Anderson Inc.1,098$107 03/31/2020
     DSI1,098$107 03/31/2020
AllSquare Wealth Management LLC1,034$101 03/31/2020
     DSI1,034$101 03/31/2020
Flagship Harbor Advisors LLC837$98 06/30/2020
     DSI837$98 06/30/2020
Westside Investment Management Inc.800$94 06/30/2020
     DSI800$94 06/30/2020
Advisory Alpha LLC885$93 03/31/2020
     DSI885$93 03/31/2020
Mine & Arao Wealth Creation & Management LLC.758$89 06/30/2020
     DSI758$89 06/30/2020
FMR LLC790$77 03/31/2020
     DSI790$77 03/31/2020
Financial Architects Inc780$76 03/31/2020
     DSI780$76 03/31/2020
Boston Private Wealth LLC788$76 03/31/2020
     DSI788$76 03/31/2020
Global Retirement Partners LLC638$75 06/30/2020
     DSI638$75 06/30/2020
Atlantic Trust LLC772$75 03/31/2020
     DSI772$75 03/31/2020
TD Capital Management LLC685$67 03/31/2020
     DSI685$67 03/31/2020
IFP Advisors Inc650$64 03/31/2020
     DSI650$64 03/31/2020
Punch & Associates Investment Management Inc.590$57 03/31/2020
     DSI590$57 03/31/2020
Ancora Advisors LLC575$56 03/31/2020
     DSI575$56 03/31/2020
Liberty Wealth Management LLC412$49 06/30/2020
     DSI412$49 06/30/2020
EPG Wealth Management LLC500$49 03/31/2020
     DSI500$49 03/31/2020
Moisand Fitzgerald Tamayo LLC468$46 03/31/2020
     DSI468$46 03/31/2020
Financial Enhancement Group LLC458$45 03/31/2020
     DSI458$45 03/31/2020
Capital Asset Advisory Services LLC415$44 03/31/2020
     DSI415$44 03/31/2020
MBE Wealth Management LLC436$42 03/31/2020
     DSI436$42 03/31/2020
Hudock Inc.372$36 03/31/2020
     DSI372$36 03/31/2020
SVB Wealth Advisory Inc.274$32 06/30/2020
     DSI274$32 06/30/2020
Adirondack Trust Co.330$32 03/31/2020
     DSI330$32 03/31/2020
Ballast Advisors LLC225$27 06/30/2020
     DSI225$27 06/30/2020
Baldwin Brothers Inc. MA200$24 06/30/2020
     DSI200$24 06/30/2020
Migdal Insurance & Financial Holdings Ltd.235$23 03/31/2020
     DSI235$23 03/31/2020
Sandy Spring Bank230$22 03/31/2020
     DSI230$22 03/31/2020
Rowland Carmichael Advisors Inc. ADV168$20 06/30/2020
     DSI168$20 06/30/2020
CFM Wealth Partners LLC180$18 03/31/2020
     DSI180$18 03/31/2020
Ellis Investment Partners LLC136$16 06/30/2020
     DSI136$16 06/30/2020
Valeo Financial Advisors LLC130$15 06/30/2020
     DSI130$15 06/30/2020
HHM Wealth Advisors LLC156$15 03/31/2020
     DSI156$15 03/31/2020
Dougherty Wealth Advisers LLC152$15 03/31/2020
     DSI152$15 03/31/2020
Kore Private Wealth LLC157$15 03/31/2020
     DSI157$15 03/31/2020
Emerald Investment Partners LLC120$12 03/31/2020
     DSI120$12 03/31/2020
Assetmark Inc.105$10 03/31/2020
     DSI105$10 03/31/2020
Certified Advisory Corp67$8 06/30/2020
     DSI67$8 06/30/2020
Kistler Tiffany Companies LLC63$7 06/30/2020
     DSI63$7 06/30/2020
Jackson Square Capital LLC64$6 03/31/2020
     DSI64$6 03/31/2020
D Orazio & Associates Inc.46$5 06/30/2020
     DSI46$5 06/30/2020
AlphaCore Capital LLC47$5 03/31/2020
     DSI47$5 03/31/2020
Ironwood Financial llc18$2 06/30/2020
     DSI18$2 06/30/2020
Lindbrook Capital LLC20$2 06/30/2020
     DSI20$2 06/30/2020
Golden State Wealth Management LLC21$2 03/31/2020
     DSI21$2 03/31/2020
Asset Dedication LLC6$1 03/31/2020
     DSI6$1 03/31/2020
TRUE Private Wealth Advisors1$0 06/30/2020
     DSI1$0 06/30/2020

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

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