Search
⚲

Type	Result	AUM ($BB)

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Stadion Money Management LLC	[2020-09-30]	SOLE	14,118,578.0	14,118,578.0
Creative Planning	[2020-09-30]	SOLE	0.0	11,342,644.0
Bank of America Corp /DE/	[2020-09-30]	DFND	16,016.0	8,837,484.0
AssetMark Inc	[2020-09-30]	SOLE	6,822,972.0	6,822,972.0
FormulaFolio Investments, LLC	[2020-09-30]	SOLE	0.0	3,933,098.0
Financial Engines Advisors LLC	[2020-09-30]	SOLE	3,598,794.0	3,598,794.0
LPL Financial LLC	[2020-09-30]	SOLE	3,377.0	3,406,121.0
Wealthcare Advisory Partners LLC	[2020-09-30]	SOLE	0.0	3,203,838.0
Wells Fargo & Co/Mn	[2020-09-30]	DFND	2,077,182.0	2,115,604.0
Advisor Group Holdings Inc	[2020-09-30]	DFND	12,292.0	1,954,249.0
CWM LLC	[2020-09-30]	SOLE	0.0	1,885,500.0
Envestnet Asset Management Inc	[2020-09-30]	SOLE	1,660,998.0	1,660,998.0
Capital Analysts, Inc.	[2020-09-30]	SOLE	1,616,082.0	1,616,082.0
Morgan Stanley	[2020-09-30]	DFND	125.0	1,609,331.0
Peterson Wealth Advisors LLC	[2020-09-30]	SOLE	0.0	1,590,262.0
Trilogy Capital Inc	[2020-09-30]	SOLE	0.0	1,542,786.0
Cambridge Investment Research Advisors Inc	[2020-09-30]	SOLE	0.0	1,133,990.0
Private Wealth Group LLC	[2020-09-30]	SOLE	1,131,716.0	1,131,716.0
Astor Investment Management LLC	[2020-09-30]	DFND	210,368.0	1,091,243.0
Gentrust LLC	[2020-09-30]	SOLE	1,079,100.0	1,079,100.0
New Advisory Services LLC	[2020-09-30]	SOLE	0.0	1,017,967.0
Clear Perspective Advisors LLC	[2020-09-30]	SOLE	929,721.0	929,721.0
Advisory Alpha LLC	[2020-09-30]	SOLE	0.0	847,418.0
O'Dell Group, LLC	[2020-09-30]	SOLE	0.0	812,547.0
Affinia Financial Group LLC	[2020-09-30]	SOLE	0.0	782,439.0
Financial Advocates Investment Management	[2020-09-30]	SOLE	0.0	688,641.0
Shepherd Financial Partners LLC	[2020-09-30]	SOLE	2,671.0	653,441.0
State Street Corp	[2020-09-30]	DFND	597,455.0	597,455.0
Allen Capital Group LLC	[2020-09-30]	SOLE	0.0	587,008.0
Managed Account Services Inc	[2020-09-30]	SOLE	0.0	582,527.0
Prev | Page 18 | 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": 122753883, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

167140336