Search
⚲

Message
Happy Holidays!! thanks for using AUM13F!!

Type	Result	AUM ($B)

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
LPL Financial LLC	[2025-06-30]	SOLE	0	2,600,746
Morgan Stanley	[2025-06-30]	DFND	237	2,568,701
Northwestern Mutual Wealth Management Co	[2025-06-30]	DFND	0	1,963,850
XML Financial LLC	[2025-06-30]	SOLE	0	1,512,364
Cetera Investment Advisers	[2025-06-30]	SOLE	0	1,466,153
Invesco Ltd.	[2025-06-30]	DFND	0	1,179,006
Raymond James Financial Inc	[2025-06-30]	DFND	0	726,392
Envestnet Asset Management Inc	[2025-06-30]	SOLE	688,430	688,430
Bank of America Corp /DE/	[2025-06-30]	DFND	969	636,884
Osaic Holdings Inc	[2025-06-30]	DFND	0	616,005
PFG Investments LLC	[2025-06-30]	SOLE	0	598,332
Private Advisor Group LLC	[2025-06-30]	SOLE	0	578,015
Royal Bank of Canada	[2025-06-30]	DFND	473,465	476,207
Axxcess Wealth Management LLC	[2025-06-30]	SOLE	0	460,307
Accel Wealth Management	[2025-06-30]	SOLE	0	434,285
Truist Financial Corp	[2025-06-30]	DFND	0	391,171
Steward Partners Investment Advisory LLC	[2025-06-30]	SOLE	0	333,526
Evergreen Wealth Management LLC	[2025-06-30]	SOLE	327,266	327,266
Dynamic Advisor Solutions LLC	[2025-06-30]	SOLE	0	258,527
Equitable Holdings, Inc.	[2025-06-30]	DFND	239,400	239,400
Strategic Wealth Partners Ltd	[2025-06-30]	SOLE	198,042	198,042
Kestra Advisory Services LLC	[2025-06-30]	SOLE	0	193,331
Wells Fargo & Company/MN	[2025-06-30]	DFND	3	192,653
Golden State Equity Partners	[2025-06-30]	SOLE	175,769	175,769
Principal Securities Inc	[2025-06-30]	SOLE	0	175,601
Sovran Advisors LLC	[2025-06-30]	SOLE	0	168,677
Stifel Financial Corp	[2025-06-30]	DFND	153,381	158,705
Zullo Investment Group Inc	[2025-06-30]	SOLE	37,057	155,678
Consolidated Portfolio Review Corp	[2025-06-30]	SOLE	0	128,837
Wealthspire Advisors LLC	[2025-06-30]	SOLE	0	127,095
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": 151978866, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

220748139