Due Diligence for Asset Managers
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Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Plancorp LLC	[2026-06-30]	SOLE	0	36,951
Burney CO/	[2026-06-30]	SOLE	0	36,824
Cidel Asset Management Inc	[2026-06-30]	SOLE	9,000	9,000
MRAZ Amerine & Associates Inc	[2026-06-30]	SOLE	0	8,435
Fruth Investment Management	[2026-06-30]	SOLE	940	8,400
Pacifica Partners Inc	[2026-06-30]	DFND	7,030	7,030
IFP Advisors LLC	[2026-06-30]	SOLE	5,326	5,326
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	5,111
Sequoia Financial Advisors LLC	[2026-06-30]	SOLE	0	4,851
Baron Wealth Management LLC	[2026-06-30]	SOLE	24	4,024
Ballentine Partners LLC	[2026-06-30]	OTR	0	3,971
First Horizon Corp	[2026-06-30]	OTR	3,839	3,839
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	142	3,719
Rempart Asset Management Inc	[2026-06-30]	SOLE	3,050	3,050
Addenda Capital Inc	[2026-06-30]	SOLE	2,990	2,990
Y-Intercept Hong Kong Ltd	[2026-06-30]	SOLE	2,907	2,907
Henry James International Management Inc	[2026-06-30]	SOLE	2,900	2,900
Contravisory Investment Management Inc	[2026-06-30]	SOLE	2,599	2,599
Mirador Capital Partners LP	[2026-06-30]	SOLE	2,322	2,322
First Horizon Corp	[2026-06-30]	DFND	2,235	2,235
QRG Capital Management Inc	[2026-06-30]	SOLE	2,141	2,141
Mission Wealth Management LP	[2026-06-30]	SOLE	0	2,066
Crossmark Global Holdings Inc	[2026-06-30]	SOLE	1,811	1,811
Safir Wealth Advisors LLC	[2026-06-30]	SOLE	0	1,800
Sanders Morris Harris LLC	[2026-06-30]	SOLE	0	1,800
Citizens & Northern Corp	[2026-06-30]	DFND	1,800	1,800
Nova Wealth Management Inc	[2026-06-30]	SOLE	1,754	1,754
Cromwell Holdings LLC	[2026-06-30]	SOLE	1,141	1,141
Eastern Bank	[2026-06-30]	DFND	0	1,000
Corecap Advisors LLC	[2026-06-30]	SOLE	0	954
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