HoldingsChannel.com
Funds Holding DWM
HolderAmountPosition Size
($ in 1000's)
 As of
Parsec Financial Management Inc.1,021,438$52,104 06/30/2019
     DWM1,021,438$52,104 06/30/2019
UBS Group AG715,335$36,489 06/30/2019
     DWM715,335$36,489 06/30/2019
Morgan Stanley689,784$35,186 06/30/2019
     DWM689,784$35,186 06/30/2019
Signature Estate & Investment Advisors LLC654,450$33,384 06/30/2019
     DWM654,450$33,384 06/30/2019
Bank of America Corp DE425,073$21,683 06/30/2019
     DWM425,073$21,683 06/30/2019
Raymond James & Associates359,849$18,356 06/30/2019
     DWM359,849$18,356 06/30/2019
Cambridge Investment Research Advisors Inc.351,776$17,944 06/30/2019
     DWM351,776$17,944 06/30/2019
Ferguson Wellman Capital Management Inc.300,135$14,923 09/30/2019
     DWM300,135$14,923 09/30/2019
Wells Fargo & Company MN279,378$14,251 06/30/2019
     DWM279,378$14,251 06/30/2019
Raymond James Financial Services Advisors Inc.270,556$13,801 06/30/2019
     DWM270,556$13,801 06/30/2019
CLS Investments LLC220,327$11,239 06/30/2019
     DWM220,327$11,239 06/30/2019
Mission Wealth Management LP211,994$10,540 09/30/2019
     DWM211,994$10,540 09/30/2019
Envestnet Asset Management Inc.205,733$10,229 09/30/2019
     DWM205,733$10,229 09/30/2019
Royal Bank of Canada164,522$8,392 06/30/2019
     DWM164,522$8,392 06/30/2019
Shakespeare Wealth Management Inc.159,419$8,132 06/30/2019
     DWM159,419$8,132 06/30/2019
JFS Wealth Advisors LLC107,392$5,478 06/30/2019
     DWM107,392$5,478 06/30/2019
Plimoth Trust Co. LLC107,167$5,466 06/30/2019
     DWM107,167$5,466 06/30/2019
Moller Financial Services94,439$4,696 09/30/2019
     DWM94,439$4,696 09/30/2019
Stringer Asset Management LLC88,525$4,516 06/30/2019
     DWM88,525$4,516 06/30/2019
Beacon Financial Group73,504$3,647 09/30/2019
     DWM73,504$3,647 09/30/2019
Baker Ellis Asset Management LLC71,047$3,624 06/30/2019
     DWM71,047$3,624 06/30/2019
Valmark Advisers Inc.69,445$3,542 06/30/2019
     DWM69,445$3,542 06/30/2019
Pinnacle Wealth Planning Services Inc.68,536$3,496 06/30/2019
     DWM68,536$3,496 06/30/2019
Hilltop Holdings Inc.64,354$3,283 06/30/2019
     DWM64,354$3,283 06/30/2019
Jane Street Group LLC64,010$3,265 06/30/2019
     DWM64,010$3,265 06/30/2019
B. Riley Wealth Management Inc.62,959$3,212 06/30/2019
     DWM62,959$3,212 06/30/2019
Connors Investor Services Inc.53,400$2,724 06/30/2019
     DWM53,400$2,724 06/30/2019
TMD & Associates Inc.48,650$2,482 06/30/2019
     DWM48,650$2,482 06/30/2019
LPL Financial LLC47,752$2,436 06/30/2019
     DWM47,752$2,436 06/30/2019
Private Advisor Group LLC44,881$2,289 06/30/2019
     DWM44,881$2,289 06/30/2019
Ladenburg Thalmann Financial Services Inc.43,001$2,193 06/30/2019
     DWM43,001$2,193 06/30/2019
BlackRock Inc.41,767$2,130 06/30/2019
     DWM41,767$2,130 06/30/2019
Citadel Advisors LLC41,094$2,096 06/30/2019
     DWM41,094$2,096 06/30/2019
Advisor Group Inc.40,743$2,078 06/30/2019
     DWM40,743$2,078 06/30/2019
Janney Montgomery Scott LLC40,169$2,049 06/30/2019
     DWM40,169$2,049 06/30/2019
ProVise Management Group LLC36,678$1,871 06/30/2019
     DWM36,678$1,871 06/30/2019
Well Done LLC33,002$1,641 09/30/2019
     DWM33,002$1,641 09/30/2019
HighTower Advisors LLC28,280$1,440 06/30/2019
     DWM28,280$1,440 06/30/2019
Courier Capital LLC28,796$1,398 09/30/2019
     DWM28,796$1,398 09/30/2019
Girard Partners LTD.27,394$1,397 06/30/2019
     DWM27,394$1,397 06/30/2019
Wade G W & Inc.25,999$1,326 06/30/2019
     DWM25,999$1,326 06/30/2019
PNC Financial Services Group Inc.25,730$1,314 06/30/2019
     DWM25,730$1,314 06/30/2019
CIBC World Markets Inc.25,259$1,288 06/30/2019
     DWM25,259$1,288 06/30/2019
Oarsman Capital Inc.22,993$1,173 06/30/2019
     DWM22,993$1,173 06/30/2019
Stifel Financial Corp21,278$1,087 06/30/2019
     DWM21,278$1,087 06/30/2019
First Allied Advisory Services Inc.18,736$956 06/30/2019
     DWM18,736$956 06/30/2019
M Holdings Securities Inc.17,465$891 06/30/2019
     DWM17,465$891 06/30/2019
DAVENPORT & Co LLC15,980$815 09/30/2019
     DWM15,980$815 09/30/2019
Cetera Investment Advisers15,396$783 06/30/2019
     DWM15,396$783 06/30/2019
Trust Co. of Virginia VA15,266$779 06/30/2019
     DWM15,266$779 06/30/2019
Steward Partners Investment Advisory LLC13,985$713 06/30/2019
     DWM13,985$713 06/30/2019
Traverso Chambers Private Wealth Management LLC13,070$671 06/30/2019
     DWM13,070$671 06/30/2019
Veritable L.P.12,665$646 06/30/2019
     DWM12,665$646 06/30/2019
Culbertson A N & Co. Inc.11,296$576 06/30/2019
     DWM11,296$576 06/30/2019
Litman Gregory Asset Management LLC11,300$576 06/30/2019
     DWM11,300$576 06/30/2019
Argent Trust Co11,222$573 06/30/2019
     DWM11,222$573 06/30/2019
Nachman Norwood & Parrott Inc11,046$549 09/30/2019
     DWM11,046$549 09/30/2019
BOKF NA10,053$513 06/30/2019
     DWM10,053$513 06/30/2019
Ameriprise Financial Inc.9,795$505 06/30/2019
     DWM9,795$505 06/30/2019
Blair William & Co. IL9,791$499 06/30/2019
     DWM9,791$499 06/30/2019
Haverford Trust Co.9,720$496 06/30/2019
     DWM9,720$496 06/30/2019
Captrust Financial Advisors8,675$443 06/30/2019
     DWM8,675$443 06/30/2019
Chemical Bank8,268$422 06/30/2019
     DWM8,268$422 06/30/2019
Dynamic Advisor Solutions LLC8,026$409 06/30/2019
     DWM8,026$409 06/30/2019
Cetera Advisor Networks LLC7,535$385 06/30/2019
     DWM7,535$385 06/30/2019
Rothschild Investment Corp IL7,560$376 09/30/2019
     DWM7,560$376 09/30/2019
Sigma Planning Corp7,238$369 06/30/2019
     DWM7,238$369 06/30/2019
Cape ANN Savings Bank6,800$347 06/30/2019
     DWM6,800$347 06/30/2019
Halbert Hargrove Russell LLC6,364$325 06/30/2019
     DWM6,364$325 06/30/2019
First Midwest Bank Trust Division6,296$313 09/30/2019
     DWM6,296$313 09/30/2019
Wealthstreet Investment Advisors LLC5,954$304 06/30/2019
     DWM5,954$304 06/30/2019
Commonwealth Equity Services LLC5,327$271 06/30/2019
     DWM5,327$271 06/30/2019
Creative Planning4,499$229 06/30/2019
     DWM4,499$229 06/30/2019
Bank of Montreal Can4,257$217 06/30/2019
     DWM4,257$217 06/30/2019
Greylin Investment Mangement Inc.4,319$215 09/30/2019
     DWM4,319$215 09/30/2019
Vestmark Advisory Solutions Inc.4,090$209 06/30/2019
     DWM4,090$209 06/30/2019
Valley National Advisers Inc.4,014$205 06/30/2019
     DWM4,014$205 06/30/2019
H D Vest Advisory Services3,988$203 06/30/2019
     DWM3,988$203 06/30/2019
McNamara Financial Services Inc.3,961$202 09/30/2019
     DWM3,961$202 09/30/2019
Northwestern Mutual Wealth Management Co.3,490$178 06/30/2019
     DWM3,490$178 06/30/2019
JPMorgan Chase & Co.3,340$170 06/30/2019
     DWM3,340$170 06/30/2019
Centaurus Financial Inc.2,525$129 06/30/2019
     DWM2,525$129 06/30/2019
Proequities Inc.2,511$128 06/30/2019
     DWM2,511$128 06/30/2019
Mycio Wealth Partners LLC1,871$95 06/30/2019
     DWM1,871$95 06/30/2019
Capital Advisors Ltd. LLC1,758$90 06/30/2019
     DWM1,758$90 06/30/2019
Citigroup Inc.1,655$84 06/30/2019
     DWM1,655$84 06/30/2019
LS Investment Advisors LLC1,610$82 06/30/2019
     DWM1,610$82 06/30/2019
Resources Investment Advisors LLC.1,471$75 06/30/2019
     DWM1,471$75 06/30/2019
Essex Savings Bank1,356$70 06/30/2019
     DWM1,356$70 06/30/2019
Lenox Wealth Advisors LLC1,143$57 09/30/2019
     DWM1,143$57 09/30/2019
Signaturefd LLC1,072$53 09/30/2019
     DWM1,072$53 09/30/2019
NEXT Financial Group Inc1,043$52 09/30/2019
     DWM1,043$52 09/30/2019
Valeo Financial Advisors LLC946$47 09/30/2019
     DWM946$47 09/30/2019
FinTrust Capital Advisors LLC788$40 06/30/2019
     DWM788$40 06/30/2019
Accurate Investment Solutions Inc.790$39 09/30/2019
     DWM790$39 09/30/2019
Winslow Evans & Crocker Inc.710$36 09/30/2019
     DWM710$36 09/30/2019
Optimum Investment Advisors700$35 09/30/2019
     DWM700$35 09/30/2019
Certified Advisory Corp591$30 06/30/2019
     DWM591$30 06/30/2019
Tortoise Investment Management LLC500$26 06/30/2019
     DWM500$26 06/30/2019
Atria Investments LLC919,353$18 06/30/2019
     DWM919,353$18 06/30/2019
North Star Investment Management Corp.300$15 09/30/2019
     DWM300$15 09/30/2019
FMR LLC289$15 06/30/2019
     DWM289$15 06/30/2019
Avestar Capital LLC245$12 06/30/2019
     DWM245$12 06/30/2019
US Bancorp DE211$11 06/30/2019
     DWM211$11 06/30/2019
Parkside Financial Bank & Trust217$11 06/30/2019
     DWM217$11 06/30/2019
Advisory Services Network LLC210$11 06/30/2019
     DWM210$11 06/30/2019
Asset Dedication LLC200$10 09/30/2019
     DWM200$10 09/30/2019
Independence Bank of Kentucky190$10 06/30/2019
     DWM190$10 06/30/2019
Golden State Wealth Management LLC213$10 06/30/2019
     DWM213$10 06/30/2019
Capital Analysts LLC182$9 06/30/2019
     DWM182$9 06/30/2019
Moisand Fitzgerald Tamayo LLC163$8 06/30/2019
     DWM163$8 06/30/2019
Reilly Financial Advisors LLC111$6 09/30/2019
     DWM111$6 09/30/2019
UBS Asset Management Americas Inc.100$5 06/30/2019
     DWM100$5 06/30/2019
Patriot Financial Group Insurance Agency LLC91$5 06/30/2019
     DWM91$5 06/30/2019
Parallel Advisors LLC54$3 06/30/2019
     DWM54$3 06/30/2019
Wealthcare Advisory Partners LLC19$1 09/30/2019
     DWM19$1 09/30/2019
Parallax Volatility Advisers L.P.1$0 06/30/2019
     DWM1$0 06/30/2019

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

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