Search
⚲

Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
180 Wealth Advisors LLC	[2026-06-30]	SOLE	108,257	153,580
Merit Financial Group LLC	[2026-06-30]	SOLE	0	131,319
Avior Wealth Management LLC	[2026-06-30]	SOLE	0	78,311
Global Wealth Management LLC	[2026-06-30]	SOLE	0	76,701
Pettinga Financial Advisors LLC	[2026-06-30]	SOLE	0	75,432
Systelligence LLC	[2026-06-30]	SOLE	0	72,304
Apeiron RIA LLC	[2026-06-30]	SOLE	44,860	44,860
Sowell Financial Services LLC	[2026-06-30]	SOLE	41,539	41,539
Prospera Financial Services Inc	[2026-06-30]	SOLE	0	36,975
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	33,517
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	511	27,539
Sheets Smith Wealth Management	[2026-06-30]	SOLE	24,000	24,000
Tactive Advisors LLC	[2026-06-30]	SOLE	23,395	23,395
Legacy Wealth Asset Management LLC	[2026-06-30]	SOLE	21,837	21,837
Sulzberger Capital Advisors Inc	[2026-06-30]	SOLE	21,642	21,642
Lexaurum Advisors LLC	[2026-06-30]	SOLE	0	19,021
Bluedoor Private Wealth LLC	[2026-06-30]	SOLE	0	17,902
Security National Bank	[2026-06-30]	SOLE	13,500	13,500
BOS Asset Management LLC	[2026-06-30]	SOLE	0	12,365
BSW Wealth Partners	[2026-06-30]	SOLE	0	12,252
Owl Creek Wealth Partners LLC	[2026-06-30]	SOLE	0	11,890
Stableford Capital II LLC	[2026-06-30]	SOLE	9,530	11,457
TCFG Investment Advisors LLC	[2026-06-30]	SOLE	0	10,157
IFP Advisors LLC	[2026-06-30]	SOLE	9,808	9,808
Miller Global Investments LLC	[2026-06-30]	SOLE	9,702	9,702
JBR Co Financial Management Inc	[2026-06-30]	SOLE	9,178	9,178
Brookstone Capital Management	[2026-06-30]	SOLE	0	9,161
City Center Advisors LLC	[2026-06-30]	SOLE	0	9,114
Fulcrum Equity Management	[2026-06-30]	SOLE	0	8,700
Interchange Capital Partners LLC	[2026-06-30]	SOLE	0	8,474
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": 218714054, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

328438696