Search
⚲

Type	Result	AUM ($B)

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
DKM Wealth Management Inc	[2025-06-30]	SOLE	0	281,443
DA Davidson & Co	[2025-06-30]	SOLE	172,148	172,148
HARA Capital LLC	[2025-06-30]	SOLE	107,537	107,537
Morgan Stanley	[2025-06-30]	DFND	1	81,624
Mesirow Financial Investment Management Inc	[2025-06-30]	SOLE	77,195	77,195
First Trust Advisors LP	[2025-06-30]	SOLE	69,152	69,152
Shaker Financial Services LLC	[2025-06-30]	SOLE	60,658	60,873
Wells Fargo & Company/MN	[2025-06-30]	DFND	1	55,183
Chemistry Wealth Management LLC	[2025-06-30]	SOLE	48,855	48,855
Raymond James Financial Inc	[2025-06-30]	DFND	0	46,000
Hennion & Walsh Asset Management Inc	[2025-06-30]	SOLE	33,053	33,053
Anchor Investment Management LLC	[2025-06-30]	SOLE	32,284	32,285
Invesco Ltd.	[2025-06-30]	DFND	0	25,899
Bank of America Corp /DE/	[2025-06-30]	DFND	1,150	25,009
US Bancorp de	[2025-06-30]	DFND	100	24,800
Envestnet Asset Management Inc	[2025-06-30]	SOLE	18,613	18,613
CornerStone Advisors LLC	[2025-06-30]	SOLE	16,942	16,942
Park Avenue Securities LLC	[2025-06-30]	SOLE	0	16,386
&Partners	[2025-06-30]	SOLE	15,436	15,436
Baltimore-Washington Financial Advisors Inc	[2025-06-30]	SOLE	14,955	14,955
Pecaut & Co	[2025-06-30]	SOLE	0	14,772
LPL Financial LLC	[2025-06-30]	SOLE	4,561	14,508
Wolverine Asset Management LLC	[2025-06-30]	DFND	13,285	13,285
UBS Group AG	[2025-06-30]	DFND	0	11,885
Royal Bank of Canada	[2025-06-30]	SOLE	11,722	11,722
Private Advisor Group LLC	[2025-06-30]	SOLE	0	7,255
Waypoint Wealth Partners Inc	[2025-06-30]	SOLE	0	7,154
Newedge Advisors LLC	[2025-06-30]	SOLE	265	7,034
Janney Montgomery Scott LLC	[2025-06-30]	SOLE	5,913	5,913
Readystate Asset Management LP	[2025-06-30]	SOLE	5,318	5,318
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": 162026929, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

235674184