Due Diligence for Asset Managers
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Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
QRG Capital Management Inc	[2026-06-30]	SOLE	144,171	144,171
Crossmark Global Holdings Inc	[2026-06-30]	SOLE	68,343	68,343
ABC Arbitrage Sa	[2026-06-30]	OTR	0	58,156
Prospera Financial Services Inc	[2026-06-30]	SOLE	0	46,961
Sequoia Financial Advisors LLC	[2026-06-30]	SOLE	0	34,288
Redhawk Wealth Advisors Inc	[2026-06-30]	SOLE	0	20,883
Aaron Wealth Advisors LLC	[2026-06-30]	SOLE	16,559	16,559
Hennion & Walsh Asset Management Inc	[2026-06-30]	SOLE	16,001	16,001
LVW Advisors LLC	[2026-06-30]	SOLE	0	14,942
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	14,340
Versant Capital Management Inc	[2026-06-30]	SOLE	13,534	13,534
Viewpoint Investment Partners Corp	[2026-06-30]	SOLE	12,700	12,700
Gamma Investing LLC	[2026-06-30]	DFND	9,563	9,563
World Equity Group Inc	[2026-06-30]	SOLE	0	9,400
Ballentine Partners LLC	[2026-06-30]	OTR	0	9,321
Gallacher Capital Management LLC	[2026-06-30]	SOLE	0	9,199
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	423	9,020
Burns Matteson Capital Management LLC	[2026-06-30]	SOLE	8,617	8,617
Venturi Wealth Management LLC	[2026-06-30]	OTR	0	8,073
Davenport & Company LLC	[2026-06-30]	SOLE	8,049	8,049
Congress Park Capital LLC	[2026-06-30]	SOLE	0	6,600
Moody National Bank Trust Division	[2026-06-30]	DFND	1,095	6,366
Larry Mathis Financial Planning LLC	[2026-06-30]	SOLE	0	6,087
Envestnet Portfolio Solutions Inc	[2026-06-30]	SOLE	5,320	5,320
Merit Financial Group LLC	[2026-06-30]	OTR	0	5,181
Yousif Capital Management LLC	[2026-06-30]	SOLE	0	4,688
Plan A Wealth LLC	[2026-06-30]	SOLE	4,501	4,501
Curated Wealth Partners LLC	[2026-06-30]	OTR	0	3,478
Cromwell Holdings LLC	[2026-06-30]	SOLE	2,795	2,795
Hilltop National Bank	[2026-06-30]	DFND	2,785	2,785
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