Due Diligence for Asset Managers
Analyze the public filings of asset managers Dive into the EDGAR, IAPD, CAFR source data

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Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Anderson Hoagland & Co	[2026-06-30]	SOLE	0	717,018
Crossmark Global Holdings Inc	[2026-06-30]	SOLE	476,543	476,543
QRG Capital Management Inc	[2026-06-30]	SOLE	408,740	408,740
Augustine Asset Management Inc	[2026-06-30]	SOLE	262,517	262,517
Gradient Investments LLC	[2026-06-30]	SOLE	0	251,341
Gilman Hill Asset Management LLC	[2026-06-30]	SOLE	211,570	211,570
Sequoia Financial Advisors LLC	[2026-06-30]	SOLE	0	109,279
BTC Capital Management Inc	[2026-06-30]	DFND	0	104,902
Aaron Wealth Advisors LLC	[2026-06-30]	SOLE	101,462	101,462
Myriad Asset Management Advisors LLC	[2026-06-30]	SOLE	82,080	82,080
Ballentine Partners LLC	[2026-06-30]	OTR	0	82,031
Y-Intercept Hong Kong Ltd	[2026-06-30]	SOLE	76,263	76,263
Redhawk Wealth Advisors Inc	[2026-06-30]	SOLE	0	73,281
Mission Wealth Management LP	[2026-06-30]	SOLE	0	59,019
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	52,124
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	1,727	50,787
Versant Capital Management Inc	[2026-06-30]	SOLE	43,849	43,849
Gamma Investing LLC	[2026-06-30]	DFND	42,429	42,429
Venturi Wealth Management LLC	[2026-06-30]	OTR	0	41,855
Legacy Wealth Asset Management LLC	[2026-06-30]	SOLE	41,147	41,147
Prospera Financial Services Inc	[2026-06-30]	SOLE	0	35,565
GC Wealth Management RIA LLC	[2026-06-30]	SOLE	27,793	27,793
Burns Matteson Capital Management LLC	[2026-06-30]	SOLE	27,310	27,310
Trust Point Inc	[2026-06-30]	SOLE	11,542	25,437
Five Oceans Advisors	[2026-06-30]	SOLE	0	24,405
Merit Financial Group LLC	[2026-06-30]	SOLE	0	23,497
BTC Capital Management Inc	[2026-06-30]	SOLE	22,765	22,765
Net Worth Advisory Group	[2026-06-30]	SOLE	22,212	22,213
Valeo Financial Advisors LLC	[2026-06-30]	SOLE	22,193	22,193
55 North Private Wealth LLC	[2026-06-30]	SOLE	0	21,764
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