Search
⚲

Message
Happy Holidays!! thanks for using AUM13F!!

Type	Result	AUM ($B)

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Morgan Stanley	[2025-06-30]	DFND	1	10,324,793
Bank of America Corp /DE/	[2025-06-30]	DFND	743	3,940,291
Solutions 4 Wealth Ltd	[2025-06-30]	SOLE	2,946,082	3,242,878
LPL Financial LLC	[2025-06-30]	SOLE	0	2,437,201
Wells Fargo & Company/MN	[2025-06-30]	DFND	5	2,215,772
Adapt Wealth Advisors LLC	[2025-06-30]	SOLE	0	2,159,530
Invesco Ltd.	[2025-06-30]	DFND	0	1,607,777
UBS Group AG	[2025-06-30]	DFND	35,842	1,556,111
Advisors Asset Management Inc	[2025-06-30]	SOLE	1,122,982	1,122,982
Cohen & Steers Inc	[2025-06-30]	SOLE	811,433	811,433
Landscape Capital Management LLC	[2025-06-30]	DFND	682,922	682,922
Ameriprise Financial Inc	[2025-06-30]	DFND	0	630,465
Principal Securities Inc	[2025-06-30]	SOLE	0	519,162
Envestnet Asset Management Inc	[2025-06-30]	SOLE	519,094	519,094
Creative Planning	[2025-06-30]	SOLE	9,723	483,493
Raymond James Financial Inc	[2025-06-30]	DFND	26,567	438,005
JW Cole Advisors Inc	[2025-06-30]	SOLE	0	394,568
Mirador Capital Partners LP	[2025-06-30]	SOLE	365,919	365,919
Moloney Securities Asset Management LLC	[2025-06-30]	SOLE	301,144	349,244
TD Waterhouse Canada Inc.	[2025-06-30]	DFND	297,000	297,000
Virtus Investment Advisers, LLC	[2025-06-30]	OTR	0	291,164
Strategic Advocates LLC	[2025-06-30]	SOLE	252,711	252,711
Cetera Investment Advisers	[2025-06-30]	SOLE	0	231,699
Landscape Capital Management LLC	[2025-06-30]	SOLE	225,251	225,251
Manchester Financial Inc	[2025-06-30]	SOLE	0	196,028
Royal Bank of Canada	[2025-06-30]	DFND	187,542	187,542
Future Financial Wealth Managment LLC	[2025-06-30]	SOLE	181,570	181,570
Kestra Private Wealth Services LLC	[2025-06-30]	SOLE	0	180,614
Cardiff Park Advisors LLC	[2025-06-30]	SOLE	0	175,000
Modera Wealth Management LLC	[2025-06-30]	SOLE	0	139,356
Prev | Page 2 | 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": 151936551, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

220593337