HoldingsChannel.com
Funds Holding DWM
HolderAmountPosition Size
($ in 1000's)
 As of
UBS Group AG1,211,428$47,839 03/31/2020
     DWM1,211,428$47,839 03/31/2020
Morgan Stanley873,257$34,485 03/31/2020
     DWM873,257$34,485 03/31/2020
Signature Estate & Investment Advisors LLC651,656$25,734 03/31/2020
     DWM651,656$25,734 03/31/2020
Parsec Financial Management Inc.474,437$18,736 03/31/2020
     DWM474,437$18,736 03/31/2020
Cambridge Investment Research Advisors Inc.358,030$14,139 03/31/2020
     DWM358,030$14,139 03/31/2020
Bank of America Corp DE334,880$13,224 03/31/2020
     DWM334,880$13,224 03/31/2020
M Holdings Securities Inc.264,784$10,456 03/31/2020
     DWM264,784$10,456 03/31/2020
Ferguson Wellman Capital Management Inc.218,640$8,634 03/31/2020
     DWM218,640$8,634 03/31/2020
Shakespeare Wealth Management Inc.211,607$8,356 03/31/2020
     DWM211,607$8,356 03/31/2020
Raymond James Financial Services Advisors Inc.201,919$7,974 03/31/2020
     DWM201,919$7,974 03/31/2020
Mission Wealth Management LP191,279$7,554 03/31/2020
     DWM191,279$7,554 03/31/2020
Wells Fargo & Company MN173,595$6,855 03/31/2020
     DWM173,595$6,855 03/31/2020
Tobias Financial Advisors Inc.152,312$6,015 03/31/2020
     DWM152,312$6,015 03/31/2020
Raymond James & Associates123,435$4,874 03/31/2020
     DWM123,435$4,874 03/31/2020
Advisor Group Holdings Inc.455,591$4,426 03/31/2020
     DWM455,591$4,426 03/31/2020
Plimoth Trust Co. LLC107,204$4,234 03/31/2020
     DWM107,204$4,234 03/31/2020
JFS Wealth Advisors LLC106,500$4,206 03/31/2020
     DWM106,500$4,206 03/31/2020
Beacon Financial Group75,256$4,025 12/31/2019
     DWM75,256$4,025 12/31/2019
Advisor Group Inc.67,082$3,587 12/31/2019
     DWM67,082$3,587 12/31/2019
Moller Financial Services85,238$3,366 03/31/2020
     DWM85,238$3,366 03/31/2020
Pinnacle Wealth Planning Services Inc.83,190$3,284 03/31/2020
     DWM83,190$3,284 03/31/2020
Citadel Advisors LLC79,689$3,147 03/31/2020
     DWM79,689$3,147 03/31/2020
Ladenburg Thalmann Financial Services Inc.52,422$2,795 12/31/2019
     DWM52,422$2,795 12/31/2019
Creative Planning64,692$2,555 03/31/2020
     DWM64,692$2,555 03/31/2020
Envestnet Asset Management Inc.60,979$2,408 03/31/2020
     DWM60,979$2,408 03/31/2020
Valmark Advisers Inc.59,227$2,339 03/31/2020
     DWM59,227$2,339 03/31/2020
LPL Financial LLC56,206$2,220 03/31/2020
     DWM56,206$2,220 03/31/2020
ProVise Management Group LLC55,245$2,182 03/31/2020
     DWM55,245$2,182 03/31/2020
Connors Investor Services Inc.53,095$2,097 03/31/2020
     DWM53,095$2,097 03/31/2020
Private Advisor Group LLC49,488$1,954 03/31/2020
     DWM49,488$1,954 03/31/2020
B. Riley Wealth Management Inc.41,705$1,647 03/31/2020
     DWM41,705$1,647 03/31/2020
Baker Ellis Asset Management LLC36,447$1,439 03/31/2020
     DWM36,447$1,439 03/31/2020
Susquehanna International Group LLP32,429$1,280 03/31/2020
     DWM32,429$1,280 03/31/2020
Janney Montgomery Scott LLC31,483$1,243 03/31/2020
     DWM31,483$1,243 03/31/2020
Courier Capital LLC28,796$1,136 03/31/2020
     DWM28,796$1,136 03/31/2020
HNP Capital LLC28,796$1,136 03/31/2020
     DWM28,796$1,136 03/31/2020
CIBC World Markets Inc.26,799$1,058 03/31/2020
     DWM26,799$1,058 03/31/2020
Well Done LLC26,238$1,036 03/31/2020
     DWM26,238$1,036 03/31/2020
PNC Financial Services Group Inc.25,730$1,016 03/31/2020
     DWM25,730$1,016 03/31/2020
MainStreet Investment Advisors LLC23,734$937 03/31/2020
     DWM23,734$937 03/31/2020
IFP Advisors Inc22,693$916 03/31/2020
     DWM22,693$916 03/31/2020
CLS Investments LLC20,579$813 03/31/2020
     DWM20,579$813 03/31/2020
Cetera Investment Advisers20,352$804 03/31/2020
     DWM20,352$804 03/31/2020
HighTower Advisors LLC20,347$801 03/31/2020
     DWM20,347$801 03/31/2020
Advisory Services Network LLC18,120$716 03/31/2020
     DWM18,120$716 03/31/2020
Royal Bank of Canada17,669$698 03/31/2020
     DWM17,669$698 03/31/2020
Stifel Financial Corp16,422$649 03/31/2020
     DWM16,422$649 03/31/2020
Sculati Wealth Management LLC16,061$634 03/31/2020
     DWM16,061$634 03/31/2020
Bank Hapoalim BM15,892$628 03/31/2020
     DWM15,892$628 03/31/2020
Traverso Chambers Private Wealth Management LLC15,796$624 03/31/2020
     DWM15,796$624 03/31/2020
Trust Co. of Virginia VA14,876$588 03/31/2020
     DWM14,876$588 03/31/2020
Veritable L.P.12,665$500 03/31/2020
     DWM12,665$500 03/31/2020
Steward Partners Investment Advisory LLC11,825$466 03/31/2020
     DWM11,825$466 03/31/2020
Litman Gregory Asset Management LLC11,300$446 03/31/2020
     DWM11,300$446 03/31/2020
DAVENPORT & Co LLC10,885$430 03/31/2020
     DWM10,885$430 03/31/2020
Two Sigma Securities LLC10,404$411 03/31/2020
     DWM10,404$411 03/31/2020
Wade G W & Inc.10,164$401 03/31/2020
     DWM10,164$401 03/31/2020
Culbertson A N & Co. Inc.9,839$389 03/31/2020
     DWM9,839$389 03/31/2020
Girard Partners LTD.9,822$387 03/31/2020
     DWM9,822$387 03/31/2020
Haverford Trust Co.9,720$384 03/31/2020
     DWM9,720$384 03/31/2020
Sigma Planning Corp9,591$379 03/31/2020
     DWM9,591$379 03/31/2020
Avantax Advisory Services Inc.9,560$376 03/31/2020
     DWM9,560$376 03/31/2020
Howard Wealth Management LLC9,543$376 03/31/2020
     DWM9,543$376 03/31/2020
Kingsview Wealth Management LLC9,255$365 03/31/2020
     DWM9,255$365 03/31/2020
KMG Fiduciary Partners LLC8,474$335 03/31/2020
     DWM8,474$335 03/31/2020
Sentinel Pension Advisors Inc.8,294$328 03/31/2020
     DWM8,294$328 03/31/2020
Flow Traders U.S. LLC8,278$327 03/31/2020
     DWM8,278$327 03/31/2020
Captrust Financial Advisors7,747$294 03/31/2020
     DWM7,747$294 03/31/2020
Great Valley Advisor Group Inc.7,423$293 03/31/2020
     DWM7,423$293 03/31/2020
HYA Advisors Inc7,197$284 03/31/2020
     DWM7,197$284 03/31/2020
Cetera Advisor Networks LLC7,054$279 03/31/2020
     DWM7,054$279 03/31/2020
Dynamic Advisor Solutions LLC6,896$272 03/31/2020
     DWM6,896$272 03/31/2020
Allen Capital Group LLC6,868$271 03/31/2020
     DWM6,868$271 03/31/2020
Highland Capital Management LLC6,600$261 03/31/2020
     DWM6,600$261 03/31/2020
Equitable Holdings Inc.6,575$260 03/31/2020
     DWM6,575$260 03/31/2020
Ameriprise Financial Inc.6,461$255 03/31/2020
     DWM6,461$255 03/31/2020
Rothschild Investment Corp IL6,345$251 03/31/2020
     DWM6,345$251 03/31/2020
Belpointe Asset Management LLC4,429$237 12/31/2019
     DWM4,429$237 12/31/2019
Americana Partners LLC5,474$216 03/31/2020
     DWM5,474$216 03/31/2020
TCF National Bank5,333$211 03/31/2020
     DWM5,333$211 03/31/2020
Bank of New York Mellon Corp5,098$202 03/31/2020
     DWM5,098$202 03/31/2020
Halbert Hargrove Global Advisors LLC5,096$201 03/31/2020
     DWM5,096$201 03/31/2020
Blair William & Co. IL4,209$166 03/31/2020
     DWM4,209$166 03/31/2020
Valley National Advisers Inc.4,014$159 03/31/2020
     DWM4,014$159 03/31/2020
Townsend Asset Management Corp NC ADV3,253$128 03/31/2020
     DWM3,253$128 03/31/2020
Rockefeller Capital Management L.P.3,110$123 03/31/2020
     DWM3,110$123 03/31/2020
Truvestments Capital LLC2,955$116 03/31/2020
     DWM2,955$116 03/31/2020
Key Financial Inc2,936$116 03/31/2020
     DWM2,936$116 03/31/2020
Independence Bank of Kentucky2,755$109 03/31/2020
     DWM2,755$109 03/31/2020
Capital Advisors Ltd. LLC1,758$69 03/31/2020
     DWM1,758$69 03/31/2020
LS Investment Advisors LLC1,610$64 03/31/2020
     DWM1,610$64 03/31/2020
Ancora Advisors LLC1,312$52 03/31/2020
     DWM1,312$52 03/31/2020
CWM LLC1,293$51 03/31/2020
     DWM1,293$51 03/31/2020
Eudaimonia Partners LLC1,146$45 03/31/2020
     DWM1,146$45 03/31/2020
Signaturefd LLC1,072$42 03/31/2020
     DWM1,072$42 03/31/2020
NEXT Financial Group Inc1,043$41 03/31/2020
     DWM1,043$41 03/31/2020
CVA Family Office LLC1,030$41 03/31/2020
     DWM1,030$41 03/31/2020
Proequities Inc.1,007$40 03/31/2020
     DWM1,007$40 03/31/2020
Valeo Financial Advisors LLC856$35 03/31/2020
     DWM856$35 03/31/2020
Accurate Investment Solutions Inc.790$31 03/31/2020
     DWM790$31 03/31/2020
FinTrust Capital Advisors LLC788$31 03/31/2020
     DWM788$31 03/31/2020
Harwood Advisory Group LLC762$30 03/31/2020
     DWM762$30 03/31/2020
Citigroup Inc.742$29 03/31/2020
     DWM742$29 03/31/2020
Lenox Wealth Advisors LLC739$29 03/31/2020
     DWM739$29 03/31/2020
Optimum Investment Advisors700$28 03/31/2020
     DWM700$28 03/31/2020
TRUE Private Wealth Advisors733$28 03/31/2020
     DWM733$28 03/31/2020
Northwestern Mutual Wealth Management Co.640$25 03/31/2020
     DWM640$25 03/31/2020
Provident Wealth Management LLC607$24 03/31/2020
     DWM607$24 03/31/2020
Tortoise Investment Management LLC500$20 03/31/2020
     DWM500$20 03/31/2020
Archer Investment Corp495$20 03/31/2020
     DWM495$20 03/31/2020
Winslow Evans & Crocker Inc.400$16 03/31/2020
     DWM400$16 03/31/2020
North Star Investment Management Corp.300$12 03/31/2020
     DWM300$12 03/31/2020
Patriot Financial Group Insurance Agency LLC285$11 03/31/2020
     DWM285$11 03/31/2020
Orion Portfolio Solutions LLC289$11 03/31/2020
     DWM289$11 03/31/2020
Parkside Financial Bank & Trust217$9 03/31/2020
     DWM217$9 03/31/2020
Capital Analysts LLC148$6 03/31/2020
     DWM148$6 03/31/2020
Clearstead Advisors LLC100$4 03/31/2020
     DWM100$4 03/31/2020
Reilly Financial Advisors LLC111$4 03/31/2020
     DWM111$4 03/31/2020
Nvwm LLC100$4 03/31/2020
     DWM100$4 03/31/2020
US Bancorp DE83$3 03/31/2020
     DWM83$3 03/31/2020
Certified Advisory Corp51$2 03/31/2020
     DWM51$2 03/31/2020
JPMorgan Chase & Co.22$1 03/31/2020
     DWM22$1 03/31/2020
FMR LLC1$0 03/31/2020
     DWM1$0 03/31/2020

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

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