Due Diligence for Asset Managers
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Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Marshall Financial Group LLC	[2026-06-30]	SOLE	960	544,511
Sapient Capital LLC	[2026-06-30]	SOLE	237,789	237,789
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	2,001	196,822
IFP Advisors LLC	[2026-06-30]	SOLE	195,814	195,814
Brookstone Capital Management	[2026-06-30]	SOLE	0	176,920
Wealthcare Advisory Partners LLC	[2026-06-30]	SOLE	0	79,900
Peak Financial Management Inc	[2026-06-30]	SOLE	74,831	74,831
Camelot Technology Advisors Inc	[2026-06-30]	SOLE	56,548	69,398
Inspirion Wealth Advisors LLC	[2026-06-30]	SOLE	0	67,682
CGN Advisors LLC	[2026-06-30]	SOLE	0	60,269
Spire Wealth Management	[2026-06-30]	SOLE	0	59,199
Sunbeam Capital Management LLC	[2026-06-30]	SOLE	0	42,760
BOS Asset Management LLC	[2026-06-30]	SOLE	0	42,296
Waddell & Associates LLC	[2026-06-30]	SOLE	0	34,427
HBW Advisory Services LLC	[2026-06-30]	SOLE	0	30,655
A D Beadell Investment Counsel Inc	[2026-06-30]	SOLE	2,825	29,475
Valeo Financial Advisors LLC	[2026-06-30]	SOLE	26,632	26,632
Prospera Financial Services Inc	[2026-06-30]	SOLE	0	24,155
Merit Financial Group LLC	[2026-06-30]	SOLE	0	21,990
Castleview Partners LLC	[2026-06-30]	SOLE	0	19,658
Hardin Capital Partners LLC	[2026-06-30]	SOLE	19,364	19,364
Atticus Wealth Management LLC	[2026-06-30]	SOLE	0	18,010
4wealth Advisors Inc	[2026-06-30]	SOLE	0	17,699
Sandy Cove Advisors LLC	[2026-06-30]	SOLE	0	16,500
Davenport & Company LLC	[2026-06-30]	SOLE	12,200	14,210
Founders Capital Management LLC	[2026-06-30]	SOLE	13,350	13,350
MBL Wealth LLC	[2026-06-30]	SOLE	13,235	13,235
Veracity Capital LLC	[2026-06-30]	SOLE	12,692	12,692
MRAZ Amerine & Associates Inc	[2026-06-30]	SOLE	0	12,291
CLG LLC	[2026-06-30]	SOLE	0	11,495
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