Due Diligence for Asset Managers
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Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	5,490	380,529
Dogwood Wealth Management LLC	[2026-06-30]	SOLE	259,990	259,990
Security National Bank	[2026-06-30]	SOLE	241,835	241,835
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	159,261
Sheets Smith Wealth Management	[2026-06-30]	SOLE	112,189	112,189
Bucket List Wealth Management LLC	[2026-06-30]	SOLE	0	94,341
Security National Bank	[2026-06-30]	DFND	80,122	80,122
Ferguson Shapiro LLC	[2026-06-30]	SOLE	0	78,831
Accurate Wealth Management LLC	[2026-06-30]	SOLE	0	69,356
RDA Financial Network	[2026-06-30]	SOLE	0	68,375
Procyon Advisors LLC	[2026-06-30]	SOLE	59,742	59,742
Castleview Partners LLC	[2026-06-30]	SOLE	0	49,205
Brookstone Capital Management	[2026-06-30]	SOLE	0	44,713
HBW Advisory Services LLC	[2026-06-30]	SOLE	0	43,120
Mayflower Financial Advisors LLC	[2026-06-30]	SOLE	0	35,845
Dinuzzo Private Wealth Inc	[2026-06-30]	SOLE	0	28,240
Sequoia Financial Advisors LLC	[2026-06-30]	SOLE	0	28,136
Oliver Luxxe Assets LLC	[2026-06-30]	SOLE	0	18,085
Abacus Planning Group Inc	[2026-06-30]	SOLE	0	16,328
Ritter Daniher Financial Advisory LLC / DE	[2026-06-30]	SOLE	0	13,635
First Heartland Consultants Inc	[2026-06-30]	SOLE	0	12,780
PFG Advisors	[2026-06-30]	SOLE	0	12,773
Whitaker-Myers Wealth Managers Ltd	[2026-06-30]	SOLE	0	12,253
Spectrum Planning & Advisory Services Inc	[2026-06-30]	SOLE	0	11,670
Davenport & Company LLC	[2026-06-30]	SOLE	11,000	11,400
Veracity Capital LLC	[2026-06-30]	SOLE	10,738	10,738
Regent Peak Wealth Advisors LLC	[2026-06-30]	SOLE	9,086	9,086
Traphagen Investment Advisors LLC	[2026-06-30]	SOLE	0	8,627
Wolff Wiese Magana LLC	[2026-06-30]	SOLE	8,236	8,236
CWA Asset Management Group LLC	[2026-06-30]	SOLE	0	7,478
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