Search
⚲

Message
Happy Holidays!! thanks for using AUM13F!!

Type	Result	AUM ($B)

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Goldman Sachs Group Inc	[2020-09-30]	DFND	6,940,765.0	7,217,147.0
Wells Fargo & Co/Mn	[2020-09-30]	DFND	4,663,733.0	4,679,921.0
LPL Financial LLC	[2020-09-30]	SOLE	0.0	3,663,662.0
Morgan Stanley	[2020-09-30]	DFND	1,137.0	2,926,611.0
Bank of America Corp /DE/	[2020-09-30]	DFND	25,325.0	2,779,794.0
Capital One Financial Corp	[2020-09-30]	DFND	0.0	1,944,370.0
Balasa Dinverno Foltz LLC	[2020-09-30]	SOLE	0.0	1,710,872.0
Sigfig Wealth Management LLC	[2020-09-30]	SOLE	0.0	1,646,350.0
Betterment LLC	[2020-09-30]	SOLE	1,450,131.0	1,450,131.0
Ensign Peak Advisors, Inc	[2020-09-30]	SOLE	1,434,539.0	1,434,539.0
Bank of New York Mellon Corp	[2020-09-30]	DFND	1,048,768.0	1,320,676.0
UBS Group AG	[2020-09-30]	DFND	0.0	1,305,946.0
GFG Capital LLC	[2020-09-30]	SOLE	0.0	1,042,959.0
Atwood & Palmer Inc	[2020-09-30]	SOLE	1,008,065.0	1,008,065.0
Commonwealth Equity Services LLC	[2020-09-30]	SOLE	0.0	995,296.0
PFS Investments Inc	[2020-09-30]	SOLE	0.0	805,981.0
3D Asset Management Inc	[2020-09-30]	SOLE	801,635.0	804,573.0
Great Point Wealth Advisors LLC	[2020-09-30]	SOLE	785,388.0	785,388.0
Envestnet Asset Management Inc	[2020-09-30]	SOLE	768,615.0	768,615.0
Kelman Lazarov Inc	[2020-09-30]	SOLE	0.0	741,388.0
Callan Capital LLC	[2020-09-30]	SOLE	0.0	726,742.0
Strategic Financial Services Inc	[2020-09-30]	SOLE	673,498.0	685,711.0
Waddell & Associates LLC	[2020-09-30]	SOLE	670,747.0	670,747.0
Insight Wealth Strategies LLC	[2020-09-30]	SOLE	0.0	609,850.0
Executive Wealth Management LLC	[2020-09-30]	SOLE	0.0	563,656.0
Brinker Capital Investments, LLC	[2020-09-30]	SOLE	561,836.0	561,836.0
United Services Automobile Association	[2020-09-30]	DFND	561,138.0	561,138.0
Victory Capital Management Inc	[2020-09-30]	SOLE	561,138.0	561,138.0
Tompkins Financial Corp	[2020-09-30]	SOLE	451,105.0	454,750.0
Appleton Partners Inc/Ma	[2020-09-30]	SOLE	0.0	421,394.0
Prev | Page 33 | 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", "update_card": "/update-card"}

{"uid": 157607895, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

228271609