Search
⚲

Type	Result	AUM ($B)

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
River Road Asset Management LLC	[2026-06-30]	SOLE	2,906,742	3,250,951
Guardian Wealth Management Inc	[2026-06-30]	SOLE	52,351	380,685
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	1,729	25,587
Hennion & Walsh Asset Management Inc	[2026-06-30]	SOLE	21,791	21,791
Laurel Wealth Advisors LLC	[2026-06-30]	SOLE	16,933	16,933
Wasatch Advisors LP	[2026-06-30]	SOLE	10,507	10,507
Versant Capital Management Inc	[2026-06-30]	SOLE	6,202	6,202
State of Alaska, Department of Revenue	[2026-06-30]	SOLE	3,439	3,439
True Wealth Design LLC	[2026-06-30]	SOLE	0	278
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	218
MassMutual Private Wealth & Trust, FSB	[2026-06-30]	SOLE	69	69
Gamma Investing LLC	[2026-06-30]	DFND	50	50
Fortitude Family Office LLC	[2026-06-30]	SOLE	25	25
IFP Advisors, Inc	[2026-06-30]	SOLE	18	18
Prev | Page 13 | 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": 212713001, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

316438189