Search
⚲

Type	Result	AUM ($B)

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Morgan Stanley	[2025-06-30]	DFND	1	1,267,882
Osaic Holdings Inc	[2025-06-30]	DFND	0	405,094
Cambridge Investment Research Advisors Inc	[2025-06-30]	SOLE	0	285,457
LPL Financial LLC	[2025-06-30]	SOLE	0	276,394
Wells Fargo & Company/MN	[2025-06-30]	DFND	2	252,472
Royal Bank of Canada	[2025-06-30]	DFND	98,298	173,675
Cetera Investment Advisers	[2025-06-30]	SOLE	0	130,224
Ameriprise Financial Inc	[2025-06-30]	DFND	0	105,911
World Investment Advisors	[2025-06-30]	SOLE	0	102,125
Everstar Asset Management LLC	[2025-06-30]	SOLE	0	81,190
Samalin Investment Counsel LLC	[2025-06-30]	SOLE	0	78,241
Raymond James Financial Inc	[2025-06-30]	DFND	0	77,057
Access Financial Services Inc	[2025-06-30]	SOLE	0	76,117
Stratos Wealth Advisors LLC	[2025-06-30]	SOLE	0	75,355
Wealthbridge Capital Management LLC	[2025-06-30]	SOLE	0	66,683
Bank of America Corp /DE/	[2025-06-30]	DFND	5,603	54,093
Shufro Rose & Co LLC	[2025-06-30]	SOLE	0	50,000
Marshall & Sterling Wealth Advisors Inc	[2025-06-30]	SOLE	0	46,148
Pallas Capital Advisors LLC	[2025-06-30]	SOLE	0	42,499
Consolidated Portfolio Review Corp	[2025-06-30]	SOLE	0	36,275
Schnieders Capital Management LLC	[2025-06-30]	SOLE	35,735	35,735
Stifel Financial Corp	[2025-06-30]	DFND	32,768	32,768
Private Advisor Group LLC	[2025-06-30]	SOLE	0	32,574
Envestnet Asset Management Inc	[2025-06-30]	SOLE	32,125	32,125
Invesco Ltd.	[2025-06-30]	DFND	0	31,711
Weinberger Asset Management Inc	[2025-06-30]	SOLE	0	31,328
Westbourne Investment Advisors Inc	[2025-06-30]	SOLE	16,320	27,200
RB Capital Management LLC	[2025-06-30]	SOLE	9,396	23,548
Comerica Bank	[2025-06-30]	DFND	0	23,215
DAVENPORT & Co LLC	[2025-06-30]	SOLE	9,080	20,527
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": 162136091, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

235823361