Search
⚲

Type	Result	AUM ($B)

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Morgan Stanley	[2025-06-30]	DFND	917,113	10,482,631
UBS Group AG	[2025-06-30]	DFND	0	5,346,993
Flagship Harbor Advisors LLC	[2025-06-30]	SOLE	0	1,916,196
Bank of America Corp /DE/	[2025-06-30]	DFND	22,000	1,845,097
Wells Fargo & Company/MN	[2025-06-30]	DFND	14	1,585,773
Ameriprise Financial Inc	[2025-06-30]	DFND	0	945,863
LPL Financial LLC	[2025-06-30]	SOLE	0	943,534
Pacific Wealth Strategies Group Inc	[2025-06-30]	SOLE	0	635,083
Osaic Holdings Inc	[2025-06-30]	DFND	0	502,182
Royal Bank of Canada	[2025-06-30]	DFND	467,423	469,267
JW Cole Advisors Inc	[2025-06-30]	SOLE	0	431,757
Rockefeller Capital Management L.P.	[2025-06-30]	DFND	398,400	398,400
Cetera Investment Advisers	[2025-06-30]	SOLE	0	386,511
Wealthtrust Axiom LLC	[2025-06-30]	SOLE	0	352,815
Prevail Innovative Wealth Advisors LLC	[2025-06-30]	SOLE	0	316,674
Schwarz Dygos Wheeler Investment Advisors LLC	[2025-06-30]	SOLE	0	291,921
Roman Butler Fullerton & Co	[2025-06-30]	SOLE	0	257,529
Cooper Financial Group	[2025-06-30]	SOLE	0	236,055
Stifel Financial Corp	[2025-06-30]	DFND	215,914	225,100
Investment Partners Asset Management, Inc.	[2025-06-30]	SOLE	0	173,024
Raymond James Financial Inc	[2025-06-30]	DFND	0	166,585
180 Wealth Advisors LLC	[2025-06-30]	SOLE	117,701	165,457
Advisors Asset Management Inc	[2025-06-30]	SOLE	121,136	121,136
Stolper Co	[2025-06-30]	SOLE	0	105,933
Compound Planning Inc	[2025-06-30]	SOLE	5,331	100,808
IHT Wealth Management LLC	[2025-06-30]	SOLE	0	97,489
Samalin Investment Counsel LLC	[2025-06-30]	SOLE	0	90,111
Sunpointe LLC	[2025-06-30]	SOLE	0	84,900
Commonwealth Equity Services LLC	[2025-06-30]	SOLE	0	80,608
Merit Financial Group LLC	[2025-06-30]	SOLE	0	78,690
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", "update_card": "/update-card"}

{"uid": 161758145, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

235027847