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
Global X Japan Co Ltd	[2026-06-30]	SOLE	57,178	57,178
Ardsley Advisory Partners LP	[2026-06-30]	SOLE	54,500	54,500
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	2,698	35,698
Diversified Trust Co	[2026-06-30]	SOLE	0	9,218
Merit Financial Group LLC	[2026-06-30]	OTR	0	7,393
Merit Financial Group LLC	[2026-06-30]	SOLE	0	6,725
Meadowbrook Wealth Management LLC	[2026-06-30]	SOLE	0	6,320
Sequoia Financial Advisors LLC	[2026-06-30]	SOLE	0	4,908
Waddell & Associates LLC	[2026-06-30]	SOLE	153	4,165
NorthCrest Asset Manangement LLC	[2026-06-30]	SOLE	233	3,755
Mission Wealth Management LP	[2026-06-30]	SOLE	0	3,718
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	3,677
Chesley Taft & Associates LLC	[2026-06-30]	SOLE	3,001	3,571
Net Worth Advisory Group	[2026-06-30]	SOLE	3,522	3,522
Corecap Advisors LLC	[2026-06-30]	SOLE	0	2,912
Sowell Financial Services LLC	[2026-06-30]	SOLE	2,748	2,748
Central Bank & Trust Co	[2026-06-30]	SOLE	2,695	2,695
Hennion & Walsh Asset Management Inc	[2026-06-30]	SOLE	2,513	2,513
1620 Investment Advisors Inc	[2026-06-30]	SOLE	2,111	2,111
IFP Advisors LLC	[2026-06-30]	SOLE	1,659	1,659
Gamma Investing LLC	[2026-06-30]	DFND	838	838
True Wealth Design LLC	[2026-06-30]	SOLE	0	804
Owl Creek Wealth Partners LLC	[2026-06-30]	SOLE	0	510
Versant Capital Management Inc	[2026-06-30]	SOLE	501	501
First Horizon Corp	[2026-06-30]	DFND	90	388
Elevation Wealth Partners LLC	[2026-06-30]	SOLE	0	361
Toth Financial Advisory Corp	[2026-06-30]	SOLE	300	300
Davis Capital Management	[2026-06-30]	SOLE	270	270
Contravisory Investment Management Inc	[2026-06-30]	SOLE	213	213
MassMutual Private Wealth & Trust FSB	[2026-06-30]	SOLE	196	196
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