Due Diligence for Asset Managers
Analyze the public filings of asset managers Dive into the EDGAR, IAPD, CAFR source data

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Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
PMG Family Office LLC	[2026-06-30]	SOLE	0	104,440
Prospera Financial Services Inc	[2026-06-30]	SOLE	0	66,563
Focus Financial Network Inc	[2026-06-30]	SOLE	0	54,625
Steel Peak Wealth Management LLC	[2026-06-30]	SOLE	1,291	42,685
Stableford Capital II LLC	[2026-06-30]	SOLE	30,097	34,880
Integrated Capital Management Inc	[2026-06-30]	SOLE	0	27,805
Dynamic Advisor Solutions LLC	[2026-06-30]	SOLE	0	26,640
Worth Asset Management LLC	[2026-06-30]	SOLE	17,215	17,215
TCFG Investment Advisors LLC	[2026-06-30]	SOLE	0	15,590
Cannon Advisors Inc	[2026-06-30]	SOLE	0	14,745
Cary Street Partners Financial LLC	[2026-06-30]	DFND	12,097	14,252
ME Allison & Co Inc	[2026-06-30]	SOLE	13,336	13,336
Grimes & Company Inc	[2026-06-30]	SOLE	12,045	12,045
Mission Wealth Management LP	[2026-06-30]	SOLE	0	11,748
B Riley Wealth Advisors Inc	[2026-06-30]	SOLE	11,685	11,685
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	827	11,621
Kentucky Trust Co	[2026-06-30]	SOLE	8,252	8,252
Princeton Global Asset Management LLC	[2026-06-30]	SOLE	0	6,420
IFP Advisors LLC	[2026-06-30]	SOLE	5,352	5,352
Main Street Group LTD	[2026-06-30]	SOLE	0	4,753
Olistico Wealth LLC	[2026-06-30]	SOLE	4,400	4,400
Thurston Springer Miller Herd & Titak Inc	[2026-06-30]	SOLE	3,145	3,145
Gamma Investing LLC	[2026-06-30]	DFND	2,971	2,971
Vermillion Wealth Management Inc	[2026-06-30]	SOLE	0	2,784
Dinuzzo Private Wealth Inc	[2026-06-30]	SOLE	0	1,297
Corecap Advisors LLC	[2026-06-30]	SOLE	0	1,157
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	779
Spire Wealth Management	[2026-06-30]	SOLE	0	517
Armstrong Advisory Group Inc	[2026-06-30]	SOLE	0	200
Highline Wealth Partners LLC	[2026-06-30]	SOLE	200	200
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