Due Diligence for Asset Managers
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Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Intact Investment Management Inc	[2026-06-30]	SOLE	1,016,870	1,054,170
Arbejdsmarkedets Tillaegspension	[2026-06-30]	SOLE	404,400	404,400
Addenda Capital Inc	[2026-06-30]	SOLE	163,404	163,404
CWA Asset Management Group LLC	[2026-06-30]	SOLE	0	142,741
ASR Vermogensbeheer NV	[2026-06-30]	DFND	65,078	65,078
PensionDanmark Pensionsforsikringsaktieselskab	[2026-06-30]	SOLE	0	39,403
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	7,016	34,921
Sequoia Financial Advisors LLC	[2026-06-30]	SOLE	0	21,541
Accurate Wealth Management LLC	[2026-06-30]	SOLE	0	18,106
Value Partners Investments Inc	[2026-06-30]	SOLE	14,579	14,579
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	14,005
Crossmark Global Holdings Inc	[2026-06-30]	SOLE	13,207	13,207
LVW Advisors LLC	[2026-06-30]	SOLE	0	12,287
Legacy Wealth Asset Management LLC	[2026-06-30]	SOLE	11,136	11,136
Baron Wealth Management LLC	[2026-06-30]	SOLE	96	10,086
Hudson Value Partners LLC	[2026-06-30]	SOLE	9,273	9,273
NorthCrest Asset Manangement LLC	[2026-06-30]	SOLE	4,800	9,060
Prospera Financial Services Inc	[2026-06-30]	SOLE	0	8,988
Net Worth Advisory Group	[2026-06-30]	SOLE	8,842	8,843
Wasatch Advisors LP	[2026-06-30]	SOLE	8,564	8,564
1620 Investment Advisors Inc	[2026-06-30]	SOLE	8,417	8,417
Steph & Co	[2026-06-30]	SOLE	8,201	8,201
Merit Financial Group LLC	[2026-06-30]	SOLE	0	4,919
Gateway Investment Advisers LLC	[2026-06-30]	SOLE	4,382	4,382
B Riley Wealth Advisors Inc	[2026-06-30]	SOLE	4,135	4,135
Harmony Asset Management LLC	[2026-06-30]	SOLE	0	3,975
Venturi Wealth Management LLC	[2026-06-30]	OTR	0	3,281
Curated Wealth Partners LLC	[2026-06-30]	OTR	0	3,247
Camelot Portfolios LLC	[2026-06-30]	SOLE	3,210	3,210
Curated Wealth Partners LLC	[2026-06-30]	SOLE	150,081	2,636
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