Due Diligence for Asset Managers
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Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Douglas Lane & Associates LLC	[2026-06-30]	SOLE	201,485	6,692,390
ABC Arbitrage Sa	[2026-06-30]	OTR	0	1,109,295
Crossmark Global Holdings Inc	[2026-06-30]	SOLE	749,194	749,194
Scharf Investments LLC	[2026-06-30]	SOLE	485,251	485,251
Cidel Asset Management Inc	[2026-06-30]	SOLE	423,205	423,205
QRG Capital Management Inc	[2026-06-30]	SOLE	383,552	383,552
Davenport & Company LLC	[2026-06-30]	SOLE	242,180	244,030
Confluence Investment Management LLC	[2026-06-30]	SOLE	103,487	106,258
Archford Capital Strategies LLC	[2026-06-30]	SOLE	98,570	98,570
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	3,792	84,203
Cohen Klingenstein LLC	[2026-06-30]	SOLE	81,613	81,613
Baker Tilly Wealth Management LLC	[2026-06-30]	SOLE	0	75,364
Legacy Wealth Asset Management LLC	[2026-06-30]	SOLE	67,871	67,871
Merit Financial Group LLC	[2026-06-30]	OTR	0	67,636
Empirical Financial Services LLC DBA Empirical Wealth Ma	[2026-06-30]	SOLE	59,370	59,659
Sequoia Financial Advisors LLC	[2026-06-30]	SOLE	0	56,182
Aaron Wealth Advisors LLC	[2026-06-30]	SOLE	54,977	54,977
Keystone Financial Planning Inc	[2026-06-30]	SOLE	0	49,145
Central Pacific Bank - Trust Division	[2026-06-30]	DFND	0	42,940
Trust Point Inc	[2026-06-30]	SOLE	0	41,616
Gamma Investing LLC	[2026-06-30]	DFND	34,810	34,810
Merit Financial Group LLC	[2026-06-30]	SOLE	0	34,256
Envestnet Portfolio Solutions Inc	[2026-06-30]	SOLE	33,899	33,899
Martin Investment Management LLC	[2026-06-30]	SOLE	33,170	33,170
Ballentine Partners LLC	[2026-06-30]	OTR	0	32,887
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	31,409
Diversified Trust Co	[2026-06-30]	SOLE	26,805	30,794
Arlington Partners LLC	[2026-06-30]	SOLE	29,826	29,826
Lighthouse Financial Services Inc /ADV	[2026-06-30]	SOLE	0	22,355
Pacific Excel Wealth Advisors Inc	[2026-06-30]	SOLE	22,348	22,348
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