Search
⚲

Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Sterling Investment Advisors LLC /ADV	[2026-06-30]	SOLE	0	439,332
Titleist Asset Management LLC	[2026-06-30]	SOLE	0	359,448
Fiduciary Alliance LLC	[2026-06-30]	SOLE	177,173	177,173
Whitaker-Myers Wealth Managers Ltd	[2026-06-30]	SOLE	0	144,765
Corecam Pte Ltd	[2026-06-30]	SOLE	0	140,700
MFG Wealth Management Inc	[2026-06-30]	SOLE	0	122,214
Tactive Advisors LLC	[2026-06-30]	SOLE	113,824	113,824
IFP Advisors LLC	[2026-06-30]	SOLE	87,364	87,364
Lauer Wealth LLC	[2026-06-30]	SOLE	0	81,452
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	80,378
Corecam AG	[2026-06-30]	SOLE	0	66,600
Emerald Advisors LLC	[2026-06-30]	SOLE	1,600	63,686
Meitav Investment House Ltd	[2026-06-30]	DFND	0	56,026
Watershed Private Wealth LLC	[2026-06-30]	SOLE	0	52,796
Wealthcare Advisory Partners LLC	[2026-06-30]	SOLE	0	44,229
Strong Tower Advisory Services	[2026-06-30]	SOLE	41,431	41,431
Merit Financial Group LLC	[2026-06-30]	OTR	0	41,100
GHP Investment Advisors Inc	[2026-06-30]	SOLE	14,684	39,995
E Six Thirteen LLC	[2026-06-30]	SOLE	38,059	38,059
Union Bancaire Privee UBP SA	[2026-06-30]	DFND	36,490	36,490
TrueWealth Advisors LLC	[2026-06-30]	SOLE	0	32,951
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	0	29,123
Brookstone Capital Management	[2026-06-30]	SOLE	0	28,795
Gallacher Capital Management LLC	[2026-06-30]	SOLE	0	27,211
Northbridge Financial Group LLC	[2026-06-30]	SOLE	0	24,493
Formidable Asset Management LLC	[2026-06-30]	SOLE	0	22,498
Regent Peak Wealth Advisors LLC	[2026-06-30]	SOLE	22,460	22,460
Quantum Financial Partners LLC	[2026-06-30]	SOLE	0	22,452
San Luis Wealth Advisors LLC	[2026-06-30]	SOLE	0	22,211
Security National Bank	[2026-06-30]	SOLE	21,342	21,342
Prev | Page 1 | Next

{"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout", "stripe_subscribe": "/stripe-subscribe", "update_card": "/update-card"}

{"uid": 221567761, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

332291659