Search
⚲

Type	Result	AUM ($B)

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Equitec Proprietary Markets LLC	[2026-06-30]	SOLE	213,800	367,700
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	7,308	194,111
Cidel Asset Management Inc	[2026-06-30]	SOLE	58,484	58,484
Yousif Capital Management LLC	[2026-06-30]	SOLE	4,677	54,946
Merit Financial Group LLC	[2026-06-30]	OTR	0	39,585
NorthCrest Asset Manangement, LLC	[2026-06-30]	SOLE	2,228	26,961
Merit Financial Group LLC	[2026-06-30]	SOLE	58	11,991
Y-Intercept (Hong Kong) Ltd	[2026-06-30]	SOLE	11,844	11,844
Kaufman Rossin Wealth LLC	[2026-06-30]	SOLE	0	11,677
Arlington Trust Co LLC	[2026-06-30]	SOLE	7,000	7,000
True Wealth Design LLC	[2026-06-30]	SOLE	0	4,764
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	2,437
Fortitude Family Office LLC	[2026-06-30]	SOLE	2,419	2,419
FNY Investment Advisers LLC	[2026-06-30]	SOLE	373,574	783
IFP Advisors, Inc	[2026-06-30]	SOLE	111	111
Prev | Page 57 | 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": 211974899, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

315169767