Search
⚲

Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Sequoia Financial Advisors LLC	[2026-06-30]	SOLE	0	48,470
Ballentine Partners LLC	[2026-06-30]	OTR	0	47,944
Venturi Wealth Management LLC	[2026-06-30]	OTR	0	15,786
Crossmark Global Holdings Inc	[2026-06-30]	SOLE	15,281	15,281
QRG Capital Management Inc	[2026-06-30]	SOLE	14,517	14,517
Aaron Wealth Advisors LLC	[2026-06-30]	SOLE	12,970	12,970
BSW Wealth Partners	[2026-06-30]	SOLE	0	11,640
Gamma Investing LLC	[2026-06-30]	DFND	10,136	10,136
Foster Group Inc	[2026-06-30]	SOLE	0	7,439
Centurion Wealth Management LLC	[2026-06-30]	SOLE	0	6,850
55 North Private Wealth LLC	[2026-06-30]	SOLE	0	5,090
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	4,104
Dynamic Advisor Solutions LLC	[2026-06-30]	SOLE	0	3,733
Eastern Bank	[2026-06-30]	DFND	2,437	2,437
HM Payson & Co	[2026-06-30]	OTR	0	1,016
JFS Wealth Advisors LLC	[2026-06-30]	SOLE	0	444
Elevation Wealth Partners LLC	[2026-06-30]	SOLE	0	358
LRI Investments LLC	[2026-06-30]	SOLE	304	304
Physician Wealth Advisors Inc	[2026-06-30]	SOLE	0	256
True Wealth Design LLC	[2026-06-30]	SOLE	0	232
Versant Capital Management Inc	[2026-06-30]	SOLE	149	149
Highline Wealth Partners LLC	[2026-06-30]	SOLE	99	99
IFP Advisors LLC	[2026-06-30]	SOLE	99	99
Gleason Group Inc	[2026-06-30]	SOLE	0	97
Granite FO LLC	[2026-06-30]	SOLE	0	43
Noble Wealth Management PBC	[2026-06-30]	SOLE	41	41
Dogwood Wealth Management LLC	[2026-06-30]	SOLE	40	40
Ares Financial Consulting LLC	[2026-06-30]	SOLE	40	40
Trust Co	[2026-06-30]	SOLE	16	16
Ballentine Partners LLC	[2026-06-30]	SOLE	0	13
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", "stripe_subscribe": "/stripe-subscribe", "update_card": "/update-card"}

{"uid": 227124819, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

339533805