Search
⚲

Type	Result	AUM ($B)

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
1607 Capital Partners LLC	[2025-06-30]	SOLE	1,022,467	1,022,467
Consolidated Portfolio Review Corp	[2025-06-30]	SOLE	0	363,197
Allspring Global Investments Holdings, LLC	[2025-06-30]	DFND	113,905	332,510
Penbrook Management LLC	[2025-06-30]	SOLE	0	295,776
Morgan Stanley	[2025-06-30]	DFND	2	189,389
Kovitz Investment Group Partners LLC	[2025-06-30]	SOLE	169,225	169,225
Gill Capital Partners LLC	[2025-06-30]	SOLE	165,934	165,935
Janney Montgomery Scott LLC	[2025-06-30]	SOLE	135,169	135,169
LPL Financial LLC	[2025-06-30]	SOLE	0	91,390
Newedge Advisors LLC	[2025-06-30]	SOLE	0	82,452
Melfa Wealth Management Inc	[2025-06-30]	SOLE	0	80,925
Royal Bank of Canada	[2025-06-30]	SOLE	70,038	70,038
Allworth Financial LP	[2025-06-30]	SOLE	0	66,272
Commonwealth Equity Services LLC	[2025-06-30]	SOLE	0	62,844
Shaker Financial Services LLC	[2025-06-30]	SOLE	60,890	60,890
Mezzasalma Advisors LLC	[2025-06-30]	SOLE	0	59,520
Osaic Holdings Inc	[2025-06-30]	DFND	0	58,146
Envestnet Asset Management Inc	[2025-06-30]	SOLE	57,548	57,548
Fortitude Advisory Group LLC	[2025-06-30]	SOLE	0	52,819
Wealthtrust Axiom LLC	[2025-06-30]	SOLE	0	51,000
Ethos Financial Group LLC	[2025-06-30]	SOLE	0	49,816
Stifel Financial Corp	[2025-06-30]	DFND	43,280	43,280
Hub Investment Partners LLC	[2025-06-30]	SOLE	0	41,449
Summit Financial LLC	[2025-06-30]	SOLE	0	33,120
Weaver Consulting Group	[2025-06-30]	SOLE	0	32,500
UBS Group AG	[2025-06-30]	DFND	0	25,369
SIT Investment Associates Inc	[2025-06-30]	SOLE	0	23,638
Coldstream Capital Management Inc	[2025-06-30]	SOLE	21,793	21,793
Bard Financial Services Inc	[2025-06-30]	SOLE	0	21,540
NorthStar Financial Companies Inc	[2025-06-30]	SOLE	0	20,245
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": 162235719, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

235995071