Due Diligence for Asset Managers
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Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Gilman Hill Asset Management LLC	[2026-06-30]	SOLE	380,925	380,925
Linden Thomas Advisory Services LLC	[2026-06-30]	SOLE	0	89,995
Y-Intercept Hong Kong Ltd	[2026-06-30]	SOLE	73,114	73,114
Empirical Financial Services LLC DBA Empirical Wealth Ma	[2026-06-30]	SOLE	39,931	41,742
Hennion & Walsh Asset Management Inc	[2026-06-30]	SOLE	30,198	30,198
Investors Research Corp	[2026-06-30]	SOLE	0	25,925
Significant Wealth Partners LLC	[2026-06-30]	SOLE	0	24,449
Aspen Investment Management Inc	[2026-06-30]	SOLE	0	18,446
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	173	13,780
First Citizens Bank & Trust Co	[2026-06-30]	SOLE	13,512	13,512
Envestnet Portfolio Solutions Inc	[2026-06-30]	SOLE	12,993	12,993
Gamma Investing LLC	[2026-06-30]	DFND	12,726	12,726
Louisiana State Employees Retirement System	[2026-06-30]	SOLE	10,300	10,300
Fifth Third Wealth Advisors LLC	[2026-06-30]	SOLE	9,775	9,775
Park Capital Management LLC / WI	[2026-06-30]	SOLE	9,414	9,414
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	3,558
Empirical Financial Services LLC DBA Empirical Wealth Ma	[2026-06-30]	OTR	1,507	1,507
Alaska Retirement Management Board	[2026-06-30]	SOLE	1,285	1,285
First Horizon Corp	[2026-06-30]	DFND	604	604
Versant Capital Management Inc	[2026-06-30]	SOLE	521	521
Kennebec Savings Bank	[2026-06-30]	SOLE	500	500
True Wealth Design LLC	[2026-06-30]	SOLE	0	351
IFP Advisors LLC	[2026-06-30]	SOLE	242	242
HHM Wealth Advisors LLC	[2026-06-30]	SOLE	0	235
Cedar Mountain Advisors LLC	[2026-06-30]	SOLE	0	80
Corecap Advisors LLC	[2026-06-30]	SOLE	0	58
Spire Wealth Management	[2026-06-30]	SOLE	0	29
Davis Capital Management	[2026-06-30]	SOLE	1	1
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