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
Fisher Funds Management LTD	[2026-06-30]	SOLE	60,071	60,071
Tealwood Asset Management Inc	[2026-06-30]	SOLE	7,926	10,927
Marshall Financial Group LLC	[2026-06-30]	SOLE	0	8,233
Augustine Asset Management Inc	[2026-06-30]	SOLE	3,386	3,386
QRG Capital Management Inc	[2026-06-30]	SOLE	2,764	2,764
Ballentine Partners LLC	[2026-06-30]	OTR	0	2,436
LVW Advisors LLC	[2026-06-30]	SOLE	0	2,011
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	372
Gamma Investing LLC	[2026-06-30]	DFND	88	88
Elevation Wealth Partners LLC	[2026-06-30]	SOLE	0	22
True Wealth Design LLC	[2026-06-30]	SOLE	0	16
Hunter Perkins Capital Management LLC	[2026-06-30]	SOLE	0	12
Dogwood Wealth Management LLC	[2026-06-30]	SOLE	11	11
JFS Wealth Advisors LLC	[2026-06-30]	SOLE	0	9
Versant Capital Management Inc	[2026-06-30]	SOLE	1	1
LRI Investments LLC	[2026-06-30]	SOLE	1	1
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