Search
⚲

Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Signature Estate & Investment Advisors LLC	[2026-06-30]	DFND	0	2,012,711
Gradient Investments LLC	[2026-06-30]	SOLE	0	1,517,719
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	722,956
Confluence Investment Management LLC	[2026-06-30]	SOLE	522,085	522,221
Signature Estate & Investment Advisors LLC	[2026-06-30]	SOLE	0	518,303
MBL Wealth LLC	[2026-06-30]	SOLE	329,334	516,616
Bangor Savings Bank	[2026-06-30]	SOLE	466,214	466,214
Brandywine Oak Private Wealth LLC	[2026-06-30]	SOLE	238,457	238,457
LTS Liquid Investments LLC	[2026-06-30]	SOLE	227,562	227,562
Corecap Advisors LLC	[2026-06-30]	SOLE	0	214,694
Harbor Investment Advisory LLC	[2026-06-30]	SOLE	178,090	178,090
Peak Financial Advisors LLC	[2026-06-30]	SOLE	0	173,948
Quantum Financial Advisors LLC	[2026-06-30]	SOLE	0	166,254
Wealthcare Advisory Partners LLC	[2026-06-30]	SOLE	0	164,826
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	1,898	147,721
Lam Group Inc	[2026-06-30]	SOLE	0	140,590
AA Financial Advisors LLC	[2026-06-30]	SOLE	136,361	136,361
Inspirion Wealth Advisors LLC	[2026-06-30]	SOLE	0	119,119
AAF Wealth Management LLC	[2026-06-30]	SOLE	0	117,528
Kraft Davis & Associates LLC	[2026-06-30]	SOLE	0	114,636
School Employees Retirement Board of Ohio	[2026-06-30]	SOLE	113,357	113,357
Hudson Capital Management LLC	[2026-06-30]	SOLE	0	106,828
Secure Asset Management LLC	[2026-06-30]	SOLE	4,986	102,922
Purus Wealth Management LLC	[2026-06-30]	SOLE	0	101,226
Chatham Capital Group Inc	[2026-06-30]	SOLE	98,062	98,062
PFG Advisors	[2026-06-30]	SOLE	0	96,161
Versant Capital Management Inc	[2026-06-30]	SOLE	94,750	94,750
Baker Tilly Wealth Management LLC	[2026-06-30]	SOLE	520	94,227
Avior Wealth Management LLC	[2026-06-30]	SOLE	0	91,749
Archford Capital Strategies LLC	[2026-06-30]	SOLE	89,093	89,093
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": 222161023, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

333008019