Search
⚲

Type	Result	AUM ($B)

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Bank of America Corp /DE/	[2025-06-30]	DFND	885	16,610,571
State Street Corp	[2025-06-30]	DFND	12,419,060	12,419,060
LPL Financial LLC	[2025-06-30]	SOLE	123,144	8,508,559
Richard Bernstein Advisors LLC	[2025-06-30]	SOLE	3,693,592	7,282,805
Envestnet Asset Management Inc	[2025-06-30]	SOLE	5,516,335	5,516,335
Merit Financial Group LLC	[2025-06-30]	SOLE	5,867	5,166,476
GLOBALT Investments LLC / GA	[2025-06-30]	SOLE	608,750	4,536,877
Ameriprise Financial Inc	[2025-06-30]	DFND	0	4,292,564
Members Trust Co	[2025-06-30]	SOLE	3,386,137	3,386,958
Cerity Partners LLC	[2025-06-30]	SOLE	13,668	2,767,999
Wells Fargo & Company/MN	[2025-06-30]	DFND	2	2,761,407
Evermay Wealth Management LLC	[2025-06-30]	SOLE	0	2,313,895
Hightower Advisors LLC	[2025-06-30]	SOLE	2,152,120	2,152,120
GM Advisory Group LLC	[2025-06-30]	SOLE	2,000,784	2,000,784
Flputnam Investment Management Co	[2025-06-30]	SOLE	1,187,471	1,835,886
Morgan Stanley	[2025-06-30]	DFND	11,582	1,767,455
Renaissance Technologies LLC	[2025-06-30]	SOLE	1,638,300	1,638,300
AssetMark Inc	[2025-06-30]	SOLE	1,455,489	1,455,489
Truist Financial Corp	[2025-06-30]	DFND	0	1,384,220
Portland Global Advisors LLC	[2025-06-30]	SOLE	0	1,380,951
Castleark Management LLC	[2025-06-30]	SOLE	1,334,080	1,334,080
Royal Bank of Canada	[2025-06-30]	DFND	1,209,772	1,223,177
Osaic Holdings Inc	[2025-06-30]	DFND	0	1,116,377
HHM Wealth Advisors LLC	[2025-06-30]	SOLE	0	1,096,694
Modern Wealth Management LLC	[2025-06-30]	SOLE	0	996,342
Bank of Nova Scotia	[2025-06-30]	DFND	976,235	976,235
Acorn Financial Advisory Services Inc /ADV	[2025-06-30]	SOLE	972,120	972,120
Crane Advisory LLC	[2025-06-30]	SOLE	0	917,431
Trilogy Capital Inc	[2025-06-30]	SOLE	0	902,067
Creative Financial Designs Inc /ADV	[2025-06-30]	SOLE	0	897,060
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": 160184407, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

232133202