HoldingsChannel.com
Funds Holding DSI
HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE691,175$76,658 09/30/2019
     DSI691,175$76,658 09/30/2019
JPMorgan Chase & Co.672,406$74,578 09/30/2019
     DSI672,406$74,578 09/30/2019
Betterment LLC544,337$59,529 09/30/2019
     DSI544,337$59,529 09/30/2019
Morgan Stanley457,936$50,790 09/30/2019
     DSI457,936$50,790 09/30/2019
UBS Group AG257,125$28,518 09/30/2019
     DSI257,125$28,518 09/30/2019
Goldman Sachs Group Inc.244,134$27,077 09/30/2019
     DSI244,134$27,077 09/30/2019
Ameriprise Financial Inc.220,234$24,425 09/30/2019
     DSI220,234$24,425 09/30/2019
Envestnet Asset Management Inc.202,289$22,436 09/30/2019
     DSI202,289$22,436 09/30/2019
Personal Capital Advisors Corp125,782$13,950 09/30/2019
     DSI125,782$13,950 09/30/2019
Bank of New York Mellon Corp124,367$13,794 09/30/2019
     DSI124,367$13,794 09/30/2019
First Republic Investment Management Inc.124,020$13,755 09/30/2019
     DSI124,020$13,755 09/30/2019
US Bancorp DE120,420$13,356 09/30/2019
     DSI120,420$13,356 09/30/2019
Creative Planning104,845$11,628 09/30/2019
     DSI104,845$11,628 09/30/2019
Wells Fargo & Company MN98,681$10,945 09/30/2019
     DSI98,681$10,945 09/30/2019
Mariner LLC91,006$10,094 09/30/2019
     DSI91,006$10,094 09/30/2019
LPL Financial LLC82,871$9,191 09/30/2019
     DSI82,871$9,191 09/30/2019
FTB Advisors Inc.73,057$8,103 09/30/2019
     DSI73,057$8,103 09/30/2019
ETRADE Capital Management LLC73,039$8,101 09/30/2019
     DSI73,039$8,101 09/30/2019
Suntrust Banks Inc.67,316$7,466 09/30/2019
     DSI67,316$7,466 09/30/2019
Sei Investments Co.58,784$6,523 09/30/2019
     DSI58,784$6,523 09/30/2019
Frontier Wealth Management LLC56,742$6,293 09/30/2019
     DSI56,742$6,293 09/30/2019
Fiduciary Trust Co.51,067$5,664 09/30/2019
     DSI51,067$5,664 09/30/2019
Parallel Advisors LLC49,834$5,527 09/30/2019
     DSI49,834$5,527 09/30/2019
Royal Bank of Canada47,541$5,273 09/30/2019
     DSI47,541$5,273 09/30/2019
Cambridge Investment Research Advisors Inc.39,915$4,427 09/30/2019
     DSI39,915$4,427 09/30/2019
Raymond James Financial Services Advisors Inc.35,699$3,959 09/30/2019
     DSI35,699$3,959 09/30/2019
Commonwealth Equity Services LLC35,424$3,928 09/30/2019
     DSI35,424$3,928 09/30/2019
Private Advisor Group LLC33,991$3,770 09/30/2019
     DSI33,991$3,770 09/30/2019
C J Advisory Inc31,378$3,480 09/30/2019
     DSI31,378$3,480 09/30/2019
Raymond James & Associates28,615$3,174 09/30/2019
     DSI28,615$3,174 09/30/2019
Trillium Asset Management LLC27,715$3,074 09/30/2019
     DSI27,715$3,074 09/30/2019
Destination Wealth Management27,332$3,031 09/30/2019
     DSI27,332$3,031 09/30/2019
Ladenburg Thalmann Financial Services Inc.27,003$2,995 09/30/2019
     DSI27,003$2,995 09/30/2019
Cribstone Capital Management LLC26,952$2,989 09/30/2019
     DSI26,952$2,989 09/30/2019
Baystate Wealth Management LLC26,316$2,919 09/30/2019
     DSI26,316$2,919 09/30/2019
Dorsey & Whitney Trust CO LLC26,141$2,899 09/30/2019
     DSI26,141$2,899 09/30/2019
Litman Gregory Asset Management LLC25,030$2,776 09/30/2019
     DSI25,030$2,776 09/30/2019
Gemmer Asset Management LLC23,027$2,554 09/30/2019
     DSI23,027$2,554 09/30/2019
MML Investors Services LLC22,532$2,499 09/30/2019
     DSI22,532$2,499 09/30/2019
Geller Advisors LLC22,270$2,470 09/30/2019
     DSI22,270$2,470 09/30/2019
Chevy Chase Trust Holdings Inc.22,000$2,440 09/30/2019
     DSI22,000$2,440 09/30/2019
HighTower Advisors LLC21,969$2,436 09/30/2019
     DSI21,969$2,436 09/30/2019
Keybank National Association OH21,208$2,352 09/30/2019
     DSI21,208$2,352 09/30/2019
Bailard Inc.20,937$2,322 09/30/2019
     DSI20,937$2,322 09/30/2019
Gibson Capital LLC20,544$2,274 09/30/2019
     DSI20,544$2,274 09/30/2019
Ameritas Investment Corp19,619$2,238 09/30/2019
     DSI19,619$2,238 09/30/2019
Shepherd Financial Partners LLC19,929$2,210 09/30/2019
     DSI19,929$2,210 09/30/2019
Quest Capital Management Inc. ADV19,334$2,144 09/30/2019
     DSI19,334$2,144 09/30/2019
Deutsche Bank AG18,362$2,035 09/30/2019
     DSI18,362$2,035 09/30/2019
PNC Financial Services Group Inc.17,610$1,953 09/30/2019
     DSI17,610$1,953 09/30/2019
Johnson Financial Group Inc.17,145$1,901 09/30/2019
     DSI17,145$1,901 09/30/2019
Lincoln National Corp16,517$1,832 09/30/2019
     DSI16,517$1,832 09/30/2019
Evercore Wealth Management LLC15,883$1,762 09/30/2019
     DSI15,883$1,762 09/30/2019
Main Management LLC15,391$1,707 09/30/2019
     DSI15,391$1,707 09/30/2019
Forbes J M & Co. LLP15,187$1,684 09/30/2019
     DSI15,187$1,684 09/30/2019
Strategic Point Investment Advisors LLC15,183$1,683 09/30/2019
     DSI15,183$1,683 09/30/2019
AE Wealth Management LLC14,348$1,591 09/30/2019
     DSI14,348$1,591 09/30/2019
Sawtooth Solutions LLC14,198$1,575 09/30/2019
     DSI14,198$1,575 09/30/2019
Regentatlantic Capital LLC14,059$1,559 09/30/2019
     DSI14,059$1,559 09/30/2019
DeDora Capital Inc.13,855$1,537 09/30/2019
     DSI13,855$1,537 09/30/2019
Wealthcare Capital Management LLC13,782$1,529 09/30/2019
     DSI13,782$1,529 09/30/2019
Gradient Investments LLC13,666$1,516 09/30/2019
     DSI13,666$1,516 09/30/2019
Balasa Dinverno & Foltz LLC13,640$1,513 09/30/2019
     DSI13,640$1,513 09/30/2019
Bronfman E.L. Rothschild L.P.13,586$1,507 09/30/2019
     DSI13,586$1,507 09/30/2019
Strategic Wealth Advisors Group LLC13,729$1,502 09/30/2019
     DSI13,729$1,502 09/30/2019
CLS Investments LLC13,500$1,497 09/30/2019
     DSI13,500$1,497 09/30/2019
Mandatum Life Insurance Co Ltd13,030$1,445 09/30/2019
     DSI13,030$1,445 09/30/2019
Brinker Capital Inc.12,719$1,411 09/30/2019
     DSI12,719$1,411 09/30/2019
Bremer Bank National Association12,604$1,397 09/30/2019
     DSI12,604$1,397 09/30/2019
Advisor Group Inc.12,175$1,351 09/30/2019
     DSI12,175$1,351 09/30/2019
Personal Wealth Partners11,967$1,327 09/30/2019
     DSI11,967$1,327 09/30/2019
Bangor Savings Bank11,958$1,326 09/30/2019
     DSI11,958$1,326 09/30/2019
Pitcairn Co.11,466$1,272 09/30/2019
     DSI11,466$1,272 09/30/2019
Northwestern Mutual Wealth Management Co.11,464$1,272 09/30/2019
     DSI11,464$1,272 09/30/2019
Blair William & Co. IL11,268$1,250 09/30/2019
     DSI11,268$1,250 09/30/2019
Manchester Capital Management LLC11,273$1,250 09/30/2019
     DSI11,273$1,250 09/30/2019
Headinvest LLC10,681$1,185 09/30/2019
     DSI10,681$1,185 09/30/2019
Prio Wealth Limited Partnership10,610$1,177 09/30/2019
     DSI10,610$1,177 09/30/2019
Stifel Financial Corp10,520$1,168 09/30/2019
     DSI10,520$1,168 09/30/2019
Financial Insights Inc.10,195$1,131 09/30/2019
     DSI10,195$1,131 09/30/2019
Adviser Investments LLC9,960$1,105 09/30/2019
     DSI9,960$1,105 09/30/2019
BB&T Corp9,850$1,092 09/30/2019
     DSI9,850$1,092 09/30/2019
Boston Private Wealth LLC9,756$1,082 09/30/2019
     DSI9,756$1,082 09/30/2019
Baker Avenue Asset Management LP9,410$1,043 09/30/2019
     DSI9,410$1,043 09/30/2019
Buckingham Asset Management LLC8,612$955 09/30/2019
     DSI8,612$955 09/30/2019
AJ Wealth Strategies LLC8,528$946 09/30/2019
     DSI8,528$946 09/30/2019
Bank of Montreal Can8,061$894 09/30/2019
     DSI8,061$894 09/30/2019
Boston Trust Walden Corp7,943$881 09/30/2019
     DSI7,943$881 09/30/2019
BBR Partners LLC7,815$867 09/30/2019
     DSI7,815$867 09/30/2019
Brio Consultants LLC7,714$856 09/30/2019
     DSI7,714$856 09/30/2019
Cornerstone Wealth Management LLC7,342$814 09/30/2019
     DSI7,342$814 09/30/2019
First Allied Advisory Services Inc.7,240$799 09/30/2019
     DSI7,240$799 09/30/2019
Trellis Advisors LLC7,147$793 09/30/2019
     DSI7,147$793 09/30/2019
Arbor Investment Advisors LLC7,069$784 09/30/2019
     DSI7,069$784 09/30/2019
Paracle Advisors LLC6,678$740 09/30/2019
     DSI6,678$740 09/30/2019
Accredited Investors Inc.6,567$728 09/30/2019
     DSI6,567$728 09/30/2019
Hilltop Holdings Inc.6,438$714 09/30/2019
     DSI6,438$714 09/30/2019
Cranbrook Wealth Management LLC6,263$695 09/30/2019
     DSI6,263$695 09/30/2019
Chicago Partners Investment Group LLC5,851$654 09/30/2019
     DSI5,851$654 09/30/2019
ProVise Management Group LLC5,877$652 09/30/2019
     DSI5,877$652 09/30/2019
Community Financial Services Group LLC5,791$642 09/30/2019
     DSI5,791$642 09/30/2019
Captrust Financial Advisors5,691$631 09/30/2019
     DSI5,691$631 09/30/2019
Barrett Asset Management LLC5,541$615 09/30/2019
     DSI5,541$615 09/30/2019
Fifth Third Bancorp5,527$613 09/30/2019
     DSI5,527$613 09/30/2019
Harfst & Associates Inc.5,521$612 09/30/2019
     DSI5,521$612 09/30/2019
Cibc Bank USA5,430$602 09/30/2019
     DSI5,430$602 09/30/2019
Peoples Bank OH5,315$589 09/30/2019
     DSI5,315$589 09/30/2019
Thrivent Financial for Lutherans5,270$585 09/30/2019
     DSI5,270$585 09/30/2019
Zevenbergen Capital Investments LLC5,278$585 09/30/2019
     DSI5,278$585 09/30/2019
Raymond James Trust N.A.5,209$578 09/30/2019
     DSI5,209$578 09/30/2019
Buffington Mohr McNeal5,086$564 09/30/2019
     DSI5,086$564 09/30/2019
Cetera Advisor Networks LLC5,083$563 09/30/2019
     DSI5,083$563 09/30/2019
Merriman Wealth Management LLC5,029$558 09/30/2019
     DSI5,029$558 09/30/2019
Mascoma Wealth Management LLC5,021$557 09/30/2019
     DSI5,021$557 09/30/2019
Western Wealth Management LLC4,973$552 09/30/2019
     DSI4,973$552 09/30/2019
Baird Financial Group Inc.4,920$546 09/30/2019
     DSI4,920$546 09/30/2019
Partnervest Advisory Services LLC4,859$539 09/30/2019
     DSI4,859$539 09/30/2019
Advisory Services Network LLC4,918$538 09/30/2019
     DSI4,918$538 09/30/2019
Brookstone Capital Management4,766$529 09/30/2019
     DSI4,766$529 09/30/2019
Financial Advocates Investment Management4,697$521 09/30/2019
     DSI4,697$521 09/30/2019
Boston Standard Wealth Management LLC4,683$519 09/30/2019
     DSI4,683$519 09/30/2019
Citigroup Inc.4,552$505 09/30/2019
     DSI4,552$505 09/30/2019
Willow Creek Wealth Management Inc.4,417$490 09/30/2019
     DSI4,417$490 09/30/2019
Franklin Resources Inc.4,345$482 09/30/2019
     DSI4,345$482 09/30/2019
Acropolis Investment Management LLC4,325$480 09/30/2019
     DSI4,325$480 09/30/2019
BlackRock Inc.4,226$469 09/30/2019
     DSI4,226$469 09/30/2019
Private Ocean LLC4,160$462 09/30/2019
     DSI4,160$462 09/30/2019
Whittier Trust Co.4,135$459 09/30/2019
     DSI4,135$459 09/30/2019
Mercer Global Advisors Inc. ADV4,089$453 09/30/2019
     DSI4,089$453 09/30/2019
Highwater Wealth Management LLC4,066$451 09/30/2019
     DSI4,066$451 09/30/2019
Callan Capital LLC3,909$434 09/30/2019
     DSI3,909$434 09/30/2019
Adalta Capital Management LLC3,890$431 09/30/2019
     DSI3,890$431 09/30/2019
BB&T Securities LLC3,806$421 09/30/2019
     DSI3,806$421 09/30/2019
Cetera Advisors LLC3,762$418 09/30/2019
     DSI3,762$418 09/30/2019
Cobblestone Capital Advisors LLC NY3,720$413 09/30/2019
     DSI3,720$413 09/30/2019
John G Ullman & Associates Inc.3,700$410 09/30/2019
     DSI3,700$410 09/30/2019
Neumann Capital Management LLC3,695$410 09/30/2019
     DSI3,695$410 09/30/2019
Edge Capital Group LLC3,672$407 09/30/2019
     DSI3,672$407 09/30/2019
Private Capital Group LLC3,510$389 09/30/2019
     DSI3,510$389 09/30/2019
Tiedemann Advisors LLC3,455$383 09/30/2019
     DSI3,455$383 09/30/2019
Altfest L J & Co. Inc.3,384$375 09/30/2019
     DSI3,384$375 09/30/2019
Massmutual Trust Co. FSB ADV3,360$373 09/30/2019
     DSI3,360$373 09/30/2019
MainStreet Investment Advisors LLC3,360$372 09/30/2019
     DSI3,360$372 09/30/2019
Gould Asset Management LLC CA3,199$355 09/30/2019
     DSI3,199$355 09/30/2019
Proequities Inc.3,164$351 09/30/2019
     DSI3,164$351 09/30/2019
Valmark Advisers Inc.3,090$343 09/30/2019
     DSI3,090$343 09/30/2019
CIBC World Markets Inc.3,053$339 09/30/2019
     DSI3,053$339 09/30/2019
Vicus Capital2,989$332 09/30/2019
     DSI2,989$332 09/30/2019
NorthRock Partners LLC2,992$332 09/30/2019
     DSI2,992$332 09/30/2019
Cooper Financial Group2,956$328 09/30/2019
     DSI2,956$328 09/30/2019
Bartlett & Co. LLC2,908$323 09/30/2019
     DSI2,908$323 09/30/2019
Colony Group LLC2,883$320 09/30/2019
     DSI2,883$320 09/30/2019
First Foundation Advisors2,865$318 09/30/2019
     DSI2,865$318 09/30/2019
Lodestar Investment Counsel LLC IL2,908$318 06/30/2019
     DSI2,908$318 06/30/2019
Frisch Financial Group Inc.2,814$312 09/30/2019
     DSI2,814$312 09/30/2019
Cerity Partners LLC2,793$310 09/30/2019
     DSI2,793$310 09/30/2019
White Lighthouse Investment Management Inc.2,785$309 09/30/2019
     DSI2,785$309 09/30/2019
BSW Wealth Partners2,733$303 09/30/2019
     DSI2,733$303 09/30/2019
Trustmark National Bank Trust Department2,725$302 09/30/2019
     DSI2,725$302 09/30/2019
Citadel Advisors LLC2,655$294 09/30/2019
     DSI2,655$294 09/30/2019
Oppenheimer & Co. Inc.2,620$291 09/30/2019
     DSI2,620$291 09/30/2019
Wealthcare Advisory Partners LLC2,551$283 09/30/2019
     DSI2,551$283 09/30/2019
Fiera Capital Corp2,534$281 09/30/2019
     DSI2,534$281 09/30/2019
Stearns Financial Services Group2,519$279 09/30/2019
     DSI2,519$279 09/30/2019
Flagship Harbor Advisors LLC2,508$278 09/30/2019
     DSI2,508$278 09/30/2019
HM Payson & Co.2,490$276 09/30/2019
     DSI2,490$276 09/30/2019
Blume Capital Management Inc.2,496$276 09/30/2019
     DSI2,496$276 09/30/2019
Crestwood Advisors Group LLC2,479$275 09/30/2019
     DSI2,479$275 09/30/2019
Harborview Advisors LLC2,463$273 09/30/2019
     DSI2,463$273 09/30/2019
Susquehanna International Group LLP2,454$272 09/30/2019
     DSI2,454$272 09/30/2019
Titus Wealth Management2,445$271 09/30/2019
     DSI2,445$271 09/30/2019
United Income Inc.2,438$270 09/30/2019
     DSI2,438$270 09/30/2019
Allen Capital Group LLC2,476$269 09/30/2019
     DSI2,476$269 09/30/2019
Personal Resources Investment & Strategic Management Inc.2,409$267 09/30/2019
     DSI2,409$267 09/30/2019
Parsons Capital Management Inc. RI2,382$264 09/30/2019
     DSI2,382$264 09/30/2019
Price T Rowe Associates Inc. MD2,365$262 09/30/2019
     DSI2,365$262 09/30/2019
Janney Montgomery Scott LLC2,337$259 09/30/2019
     DSI2,337$259 09/30/2019
Aevitas Wealth Management Inc.2,315$257 09/30/2019
     DSI2,315$257 09/30/2019
CRA Financial Services LLC2,304$256 09/30/2019
     DSI2,304$256 09/30/2019
Trustcore Financial Services LLC2,285$253 09/30/2019
     DSI2,285$253 09/30/2019
Bigelow Investment Advisors LLC2,260$251 09/30/2019
     DSI2,260$251 09/30/2019
Patriot Financial Group Insurance Agency LLC2,181$242 09/30/2019
     DSI2,181$242 09/30/2019
WoodTrust Financial Corp2,173$241 09/30/2019
     DSI2,173$241 09/30/2019
D.A. Davidson & CO.2,147$238 09/30/2019
     DSI2,147$238 09/30/2019
AdvisorNet Financial Inc2,106$234 09/30/2019
     DSI2,106$234 09/30/2019
VERITY Wealth Advisors2,112$234 09/30/2019
     DSI2,112$234 09/30/2019
Greenwich Wealth Management LLC2,094$232 09/30/2019
     DSI2,094$232 09/30/2019
Enterprise Financial Services Corp2,070$230 09/30/2019
     DSI2,070$230 09/30/2019
ERn Financial LLC2,074$230 09/30/2019
     DSI2,074$230 09/30/2019
Hills Bank & Trust Co.2,050$227 09/30/2019
     DSI2,050$227 09/30/2019
Dana Investment Advisors Inc.2,050$227 09/30/2019
     DSI2,050$227 09/30/2019
Comerica Bank2,020$226 09/30/2019
     DSI2,020$226 09/30/2019
Leonard Rickey Investment Advisors P.L.L.C.2,023$224 09/30/2019
     DSI2,023$224 09/30/2019
Sowell Financial Services LLC2,012$223 09/30/2019
     DSI2,012$223 09/30/2019
Trust Co. of Vermont1,997$221 09/30/2019
     DSI1,997$221 09/30/2019
CAMG Solamere Management LLC1,990$221 09/30/2019
     DSI1,990$221 09/30/2019
Sequoia Financial Advisors LLC1,959$217 09/30/2019
     DSI1,959$217 09/30/2019
Sterling Investment Advisors Ltd.1,956$217 09/30/2019
     DSI1,956$217 09/30/2019
BerganKDV Wealth Management LLC1,905$211 09/30/2019
     DSI1,905$211 09/30/2019
Edmonds Duncan Registered Investment Advisors LLC1,873$208 09/30/2019
     DSI1,873$208 09/30/2019
Steward Partners Investment Advisory LLC1,859$206 09/30/2019
     DSI1,859$206 09/30/2019
MUFG Americas Holdings Corp1,762$195 09/30/2019
     DSI1,762$195 09/30/2019
Smithfield Trust Co.1,754$195 09/30/2019
     DSI1,754$195 09/30/2019
Investors Research Corp1,739$193 09/30/2019
     DSI1,739$193 09/30/2019
Whittier Trust Co. of Nevada Inc.1,709$190 09/30/2019
     DSI1,709$190 09/30/2019
Lowe Wealth Advisors LLC1,683$187 09/30/2019
     DSI1,683$187 09/30/2019
Atlas Capital Advisors LLC1,653$183 09/30/2019
     DSI1,653$183 09/30/2019
KBC Group NV1,520$169 09/30/2019
     DSI1,520$169 09/30/2019
JNBA Financial Advisors1,326$147 09/30/2019
     DSI1,326$147 09/30/2019
Advisory Alpha LLC1,315$143 09/30/2019
     DSI1,315$143 09/30/2019
Howe & Rusling Inc.1,215$135 09/30/2019
     DSI1,215$135 09/30/2019
Weaver Consulting Group1,140$129 09/30/2019
     DSI1,140$129 09/30/2019
Focused Wealth Management Inc1,157$128 09/30/2019
     DSI1,157$128 09/30/2019
Claraphi Advisory Network LLC1,152$128 09/30/2019
     DSI1,152$128 09/30/2019
NEXT Financial Group Inc1,124$125 09/30/2019
     DSI1,124$125 09/30/2019
Pittenger & Anderson Inc.1,105$123 09/30/2019
     DSI1,105$123 09/30/2019
Bessemer Group Inc.1,100$122 09/30/2019
     DSI1,100$122 09/30/2019
Rockefeller Capital Management L.P.1,049$116 09/30/2019
     DSI1,049$116 09/30/2019
AllSquare Wealth Management LLC1,034$115 09/30/2019
     DSI1,034$115 09/30/2019
RPg Family Wealth Advisory LLC1,018$113 09/30/2019
     DSI1,018$113 09/30/2019
Global Retirement Partners LLC994$110 09/30/2019
     DSI994$110 09/30/2019
Golden State Wealth Management LLC860$95 09/30/2019
     DSI860$95 09/30/2019
Ameritas Investment Partners Inc.793$87 09/30/2019
     DSI793$87 09/30/2019
Financial Architects Inc780$87 09/30/2019
     DSI780$87 09/30/2019
Westside Investment Management Inc.800$87 06/30/2019
     DSI800$87 06/30/2019
Atlantic Trust LLC772$86 09/30/2019
     DSI772$86 09/30/2019
Vista Private Wealth Partners. LLC716$79 09/30/2019
     DSI716$79 09/30/2019
TD Capital Management LLC678$75 09/30/2019
     DSI678$75 09/30/2019
Stuart Chaussee & Associates Inc.555$62 09/30/2019
     DSI555$62 09/30/2019
Financial Enhancement Group LLC547$61 09/30/2019
     DSI547$61 09/30/2019
Moisand Fitzgerald Tamayo LLC493$55 09/30/2019
     DSI493$55 09/30/2019
IFP Advisors Inc450$49 09/30/2019
     DSI450$49 09/30/2019
Executive Wealth Management LLC368$40 09/30/2019
     DSI368$40 09/30/2019
Hudock Capital Group LLC369$40 09/30/2019
     DSI369$40 09/30/2019
Lenox Wealth Advisors LLC350$39 09/30/2019
     DSI350$39 09/30/2019
Adirondack Trust Co.330$37 09/30/2019
     DSI330$37 09/30/2019
FMR LLC292$32 09/30/2019
     DSI292$32 09/30/2019
Aptus Capital Advisors LLC283$31 09/30/2019
     DSI283$31 09/30/2019
Migdal Insurance & Financial Holdings Ltd.235$26 09/30/2019
     DSI235$26 09/30/2019
Sandy Spring Bank230$26 09/30/2019
     DSI230$26 09/30/2019
Tower Research Capital LLC TRC 217$24 09/30/2019
     DSI217$24 09/30/2019
Close Asset Management Ltd212$24 09/30/2019
     DSI212$24 09/30/2019
Baldwin Brothers Inc. MA200$22 09/30/2019
     DSI200$22 09/30/2019
Dougherty Wealth Advisers LLC169$19 09/30/2019
     DSI169$19 09/30/2019
Pathstone Family Office LLC166$18 09/30/2019
     DSI166$18 09/30/2019
Asset Planning Services Ltd.151$17 09/30/2019
     DSI151$17 09/30/2019
Ellis Investment Partners LLC152$16 09/30/2019
     DSI152$16 09/30/2019
Creative Financial Designs Inc. ADV128$14 09/30/2019
     DSI128$14 09/30/2019
Liberty Wealth Management LLC100$11 09/30/2019
     DSI100$11 09/30/2019
Truvestments Capital LLC75$8 09/30/2019
     DSI75$8 09/30/2019
Certified Advisory Corp67$7 09/30/2019
     DSI67$7 09/30/2019
Benjamin F. Edwards & Company Inc.45$5 09/30/2019
     DSI45$5 09/30/2019
D Orazio & Associates Inc.46$5 09/30/2019
     DSI46$5 09/30/2019
Rice Partnership LLC36$4 09/30/2019
     DSI36$4 09/30/2019
Ironwood Financial llc18$2 09/30/2019
     DSI18$2 09/30/2019
Lindbrook Capital LLC20$2 09/30/2019
     DSI20$2 09/30/2019
Asset Dedication LLC6$1 09/30/2019
     DSI6$1 09/30/2019

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

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