Due Diligence for Asset Managers
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Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Crossmark Global Holdings Inc	[2026-06-30]	SOLE	7,909	7,909
Burns Matteson Capital Management LLC	[2026-06-30]	SOLE	5,105	5,105
QP Wealth Management LLC	[2026-06-30]	SOLE	0	3,107
Avior Wealth Management LLC	[2026-06-30]	SOLE	0	3,037
RFG Advisory LLC	[2026-06-30]	SOLE	0	2,643
Merit Financial Group LLC	[2026-06-30]	SOLE	0	2,246
Moody Aldrich Partners LLC	[2026-06-30]	SOLE	1,667	1,667
Goldstein Advisors LLC	[2026-06-30]	SOLE	0	1,598
Union Bancaire Privee UBP SA	[2026-06-30]	DFND	1,100	1,100
Gamma Investing LLC	[2026-06-30]	DFND	587	587
First Horizon Corp	[2026-06-30]	DFND	0	428
GHP Investment Advisors Inc	[2026-06-30]	SOLE	25	263
Versant Capital Management Inc	[2026-06-30]	SOLE	226	226
Corecap Advisors LLC	[2026-06-30]	SOLE	0	191
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	184
Aventura Private Wealth LLC	[2026-06-30]	SOLE	100	100
Financial Management Professionals Inc	[2026-06-30]	SOLE	0	100
LRI Investments LLC	[2026-06-30]	SOLE	92	92
Grove Bank & Trust	[2026-06-30]	SOLE	0	74
West Paces Advisors Inc	[2026-06-30]	SOLE	41	41
Syquant Capital SAS	[2026-06-30]	SOLE	39,500	39
Elevation Wealth Partners LLC	[2026-06-30]	SOLE	0	27
Merit Financial Group LLC	[2026-06-30]	OTR	0	9
True Wealth Design LLC	[2026-06-30]	SOLE	0	7
FNY Investment Advisers LLC	[2026-06-30]	DFND	7,605	7
Ares Financial Consulting LLC	[2026-06-30]	SOLE	6	6
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