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
Ballentine Partners LLC	[2026-06-30]	OTR	0	192,575
Crossmark Global Holdings Inc	[2026-06-30]	SOLE	191,794	191,794
Sequoia Financial Advisors LLC	[2026-06-30]	SOLE	0	187,208
Generali Investments CEE investicni spolecnost as	[2026-06-30]	SOLE	102,036	102,036
QRG Capital Management Inc	[2026-06-30]	SOLE	90,673	90,673
Capstone Capital Management Ltd	[2026-06-30]	SOLE	57,523	57,523
Aaron Wealth Advisors LLC	[2026-06-30]	SOLE	41,929	41,929
BSW Wealth Partners	[2026-06-30]	SOLE	0	36,773
Cogentblue Wealth Advisors LLC	[2026-06-30]	SOLE	0	35,430
Foster Group Inc	[2026-06-30]	SOLE	0	30,851
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	20,224
Empirical Financial Services LLC DBA Empirical Wealth Ma	[2026-06-30]	SOLE	20,148	20,148
QP Wealth Management LLC	[2026-06-30]	SOLE	0	18,656
Venturi Wealth Management LLC	[2026-06-30]	OTR	0	16,612
Henry James International Management Inc	[2026-06-30]	SOLE	15,304	15,304
Heck Capital Advisors LLC	[2026-06-30]	SOLE	14,657	14,657
Commonwealth Financial Services LLC	[2026-06-30]	SOLE	0	14,470
Independent Financial Group LLC	[2026-06-30]	SOLE	0	13,945
Diversified Trust Co	[2026-06-30]	SOLE	0	13,695
Hennessy Advisors Inc	[2026-06-30]	SOLE	13,431	13,431
Dynamic Advisor Solutions LLC	[2026-06-30]	SOLE	0	12,914
Cary Street Partners Investment Advisory LLC	[2026-06-30]	OTR	12,785	12,785
Gamma Investing LLC	[2026-06-30]	DFND	12,662	12,662
Valeo Financial Advisors LLC	[2026-06-30]	SOLE	12,093	12,093
Park Capital Management LLC / WI	[2026-06-30]	SOLE	9,996	9,996
Intergy Private Wealth LLC	[2026-06-30]	SOLE	0	8,657
RFG Advisory LLC	[2026-06-30]	SOLE	1,241	8,496
Mayflower Financial Advisors LLC	[2026-06-30]	SOLE	0	8,180
RiversEdge Advisors LLC	[2026-06-30]	SOLE	0	7,861
Eastern Bank	[2026-06-30]	DFND	7,720	7,720
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