Search
⚲

Message
Happy Holidays!! thanks for using AUM13F!!

Type	Result	AUM ($B)

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Morgan Stanley	[2025-06-30]	DFND	1,001	1,300,655
Ellis Investment Partners LLC	[2025-06-30]	SOLE	1,199,662	1,199,662
LPL Financial LLC	[2025-06-30]	SOLE	5,082	818,404
Raymond James Financial Inc	[2025-06-30]	DFND	0	705,164
Ameriprise Financial Inc	[2025-06-30]	DFND	0	592,522
Bank of America Corp /DE/	[2025-06-30]	DFND	250	580,077
Wells Fargo & Company/MN	[2025-06-30]	DFND	2	383,144
XML Financial LLC	[2025-06-30]	SOLE	0	313,706
UBS Group AG	[2025-06-30]	DFND	0	272,574
Royal Bank of Canada	[2025-06-30]	DFND	257,273	260,196
Johnson Financial Group, Inc.	[2025-06-30]	DFND	155,793	155,793
Cetera Investment Advisers	[2025-06-30]	SOLE	0	152,306
Harbour Investments Inc	[2025-06-30]	SOLE	0	119,704
Consolidated Portfolio Review Corp	[2025-06-30]	SOLE	0	113,031
Hennion & Walsh Asset Management Inc	[2025-06-30]	SOLE	99,402	99,402
Venture Visionary Partners LLC	[2025-06-30]	SOLE	85,817	86,467
First Trust Advisors LP	[2025-06-30]	SOLE	80,097	80,097
Koshinski Asset Management, Inc.	[2025-06-30]	SOLE	0	79,709
Osaic Holdings Inc	[2025-06-30]	DFND	0	74,988
Campbell Capital Management Inc	[2025-06-30]	SOLE	59,139	59,139
Capital Investment Advisors LLC	[2025-06-30]	SOLE	50,274	50,274
Royal Bank of Canada	[2025-06-30]	SOLE	49,903	49,903
Cambridge Investment Research Advisors Inc	[2025-06-30]	SOLE	0	49,782
Kestra Advisory Services LLC	[2025-06-30]	SOLE	0	49,554
Shufro Rose & Co LLC	[2025-06-30]	SOLE	0	49,300
Atlantic Union Bankshares Corp	[2025-06-30]	SOLE	48,934	48,934
Bartlett & Co Wealth Management LLC	[2025-06-30]	SOLE	48,535	48,535
Samalin Investment Counsel LLC	[2025-06-30]	SOLE	0	45,167
Advisors Asset Management Inc	[2025-06-30]	SOLE	43,538	43,538
Oarsman Capital Inc	[2025-06-30]	SOLE	42,350	42,350
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": 151913209, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

220491948