Search
⚲

Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
ABC Arbitrage Sa	[2026-06-30]	OTR	0	406,269
Cidel Asset Management Inc	[2026-06-30]	SOLE	241,718	241,718
Steel Peak Wealth Management LLC	[2026-06-30]	SOLE	489	191,237
Bell Bank	[2026-06-30]	SOLE	153,383	153,383
Segment Wealth Management LLC	[2026-06-30]	SOLE	0	127,265
QRG Capital Management Inc	[2026-06-30]	SOLE	110,510	110,510
Salem Investment Counselors Inc	[2026-06-30]	SOLE	64,686	106,868
Y-Intercept Hong Kong Ltd	[2026-06-30]	SOLE	97,622	97,622
Forbes J M & Co LLP	[2026-06-30]	SOLE	97,468	97,468
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	7,330	95,326
Addenda Capital Inc	[2026-06-30]	SOLE	91,600	91,600
Crossmark Global Holdings Inc	[2026-06-30]	SOLE	84,995	84,995
Gilman Hill Asset Management LLC	[2026-06-30]	SOLE	70,960	70,960
Goelzer Investment Management Inc	[2026-06-30]	SOLE	11,773	70,411
Uncommon Cents Investing LLC	[2026-06-30]	SOLE	0	61,057
QSM Asset Management Ltd	[2026-06-30]	SOLE	54,057	54,057
Advocate Group LLC	[2026-06-30]	SOLE	0	45,852
Amanah Holdings Trust	[2026-06-30]	SOLE	45,000	45,000
Davenport & Company LLC	[2026-06-30]	SOLE	42,288	42,561
Capital Investment Counsel LLC	[2026-06-30]	SOLE	0	42,166
Royal Fund Management LLC	[2026-06-30]	SOLE	37,029	37,029
Dynamic Advisor Solutions LLC	[2026-06-30]	SOLE	0	35,432
Neville Rodie & Shaw Inc	[2026-06-30]	SOLE	18,300	30,325
BTC Capital Management Inc	[2026-06-30]	DFND	0	22,848
Ellsworth Advisors LLC	[2026-06-30]	SOLE	0	22,141
Prospera Financial Services Inc	[2026-06-30]	SOLE	0	22,108
Sequoia Financial Advisors LLC	[2026-06-30]	SOLE	0	22,026
RFG Advisory LLC	[2026-06-30]	SOLE	864	21,538
Shrier Wealth Management LLC	[2026-06-30]	SOLE	0	20,026
Courier Capital LLC	[2026-06-30]	SOLE	0	19,593
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", "stripe_subscribe": "/stripe-subscribe", "update_card": "/update-card"}

{"uid": 217192206, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

325482875