Due Diligence for Asset Managers
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Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Carrhae Capital LLP	[2026-06-30]	SOLE	4,363,892	4,484,271
Perpetual Ltd	[2026-06-30]	DFND	3,552,551	3,552,551
QRG Capital Management Inc	[2026-06-30]	SOLE	201,615	201,615
Legacy Wealth Asset Management LLC	[2026-06-30]	SOLE	193,918	193,918
Crossmark Global Holdings Inc	[2026-06-30]	SOLE	187,212	187,212
Generali Investments CEE investicni spolecnost as	[2026-06-30]	SOLE	110,463	110,463
Net Worth Advisory Group	[2026-06-30]	SOLE	73,847	73,848
Aaron Wealth Advisors LLC	[2026-06-30]	SOLE	63,001	63,001
Sequoia Financial Advisors LLC	[2026-06-30]	SOLE	0	54,664
Perpetual Ltd	[2026-06-30]	SOLE	47,383	47,383
Quattro Financial Advisors LLC	[2026-06-30]	SOLE	40,000	40,000
Davenport & Company LLC	[2026-06-30]	SOLE	35,706	35,706
RiversEdge Advisors LLC	[2026-06-30]	SOLE	0	29,704
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	25,672
ZWJ Investment Counsel Inc	[2026-06-30]	SOLE	0	25,509
Merit Financial Group LLC	[2026-06-30]	SOLE	0	21,098
Hilltop National Bank	[2026-06-30]	DFND	20,373	20,373
Park Avenue Securities LLC	[2026-06-30]	SOLE	0	19,515
Plan A Wealth LLC	[2026-06-30]	SOLE	19,103	19,103
Ballentine Partners LLC	[2026-06-30]	OTR	0	16,047
Tenzing Financial LLC	[2026-06-30]	SOLE	0	12,932
Yousif Capital Management LLC	[2026-06-30]	SOLE	0	12,326
Gamma Investing LLC	[2026-06-30]	DFND	11,588	11,588
Global Wealth Strategies & Associates	[2026-06-30]	SOLE	10,920	10,920
Grove Bank & Trust	[2026-06-30]	SOLE	1,000	10,225
Activest Wealth Management	[2026-06-30]	SOLE	0	5,616
Highline Wealth Partners LLC	[2026-06-30]	SOLE	4,009	4,009
Merit Financial Group LLC	[2026-06-30]	OTR	0	900
JFS Wealth Advisors LLC	[2026-06-30]	SOLE	0	553
West Financial Advisors LLC	[2026-06-30]	SOLE	0	300
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