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
Gateway Investment Advisers LLC	[2026-06-30]	SOLE	43,833	43,833
Canvas Wealth Advisors LLC	[2026-06-30]	SOLE	0	30,119
Assenagon Asset Management SA	[2026-06-30]	SOLE	15,436	15,436
Crossmark Global Holdings Inc	[2026-06-30]	SOLE	8,960	8,960
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	333	8,273
Sequoia Financial Advisors LLC	[2026-06-30]	SOLE	0	6,446
Mission Wealth Management LP	[2026-06-30]	SOLE	0	5,362
Versant Capital Management Inc	[2026-06-30]	SOLE	4,053	4,053
Gamma Investing LLC	[2026-06-30]	DFND	3,521	3,521
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	1,446
Hilltop National Bank	[2026-06-30]	DFND	1,266	1,266
MassMutual Private Wealth & Trust FSB	[2026-06-30]	SOLE	734	734
Trust Co of Toledo NA /OH/	[2026-06-30]	SOLE	419	419
Owl Creek Wealth Partners LLC	[2026-06-30]	SOLE	0	399
LRI Investments LLC	[2026-06-30]	SOLE	237	237
IFP Advisors LLC	[2026-06-30]	SOLE	219	219
Ares Financial Consulting LLC	[2026-06-30]	SOLE	160	160
Elevation Wealth Partners LLC	[2026-06-30]	SOLE	0	142
Wolff Wiese Magana LLC	[2026-06-30]	SOLE	138	138
Alaska Retirement Management Board	[2026-06-30]	SOLE	120,850	120
Handelsbanken Fonder AB	[2026-06-30]	SOLE	0	74
Cedar Mountain Advisors LLC	[2026-06-30]	SOLE	0	71
PFS Partners LLC	[2026-06-30]	SOLE	0	67
Cromwell Holdings LLC	[2026-06-30]	SOLE	67	67
Sycomore Asset Management	[2026-06-30]	SOLE	64,024	66
Physician Wealth Advisors Inc	[2026-06-30]	SOLE	0	43
Investors Research Corp	[2026-06-30]	SOLE	0	28
True Wealth Design LLC	[2026-06-30]	SOLE	0	27
Activest Wealth Management	[2026-06-30]	SOLE	0	16
Harbor Investment Advisory LLC	[2026-06-30]	SOLE	13	13
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