Due Diligence for Asset Managers
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Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
ABC Arbitrage Sa	[2026-06-30]	OTR	0	237,271
Crossmark Global Holdings Inc	[2026-06-30]	SOLE	105,685	105,685
Bank of New Hampshire	[2026-06-30]	SOLE	87,939	101,200
Bonness Enterprises Inc	[2026-06-30]	SOLE	0	85,972
Legacy Wealth Asset Management LLC	[2026-06-30]	SOLE	81,715	81,715
Benin Management Corp	[2026-06-30]	SOLE	0	68,403
QRG Capital Management Inc	[2026-06-30]	SOLE	61,597	61,597
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	1,277	57,738
GC Wealth Management RIA LLC	[2026-06-30]	SOLE	56,365	56,365
Mitchell & PAHL Private Wealth LLC	[2026-06-30]	SOLE	39,515	39,515
Merit Financial Group LLC	[2026-06-30]	SOLE	0	30,067
Gamma Investing LLC	[2026-06-30]	DFND	29,761	29,761
Ballentine Partners LLC	[2026-06-30]	OTR	0	25,873
Sequoia Financial Advisors LLC	[2026-06-30]	SOLE	0	23,056
Venturi Wealth Management LLC	[2026-06-30]	OTR	0	18,007
Diversified Management Inc	[2026-06-30]	SOLE	0	17,048
Aaron Wealth Advisors LLC	[2026-06-30]	SOLE	16,841	16,841
Versant Capital Management Inc	[2026-06-30]	SOLE	15,108	15,108
Empirical Financial Services LLC DBA Empirical Wealth Ma	[2026-06-30]	SOLE	13,530	13,530
Gallacher Capital Management LLC	[2026-06-30]	SOLE	0	12,692
Net Worth Advisory Group	[2026-06-30]	SOLE	10,439	10,440
Franklin Street Advisors Inc /NC	[2026-06-30]	DFND	9,894	9,894
Foster Group Inc	[2026-06-30]	SOLE	0	9,597
Trust Point Inc	[2026-06-30]	SOLE	3,807	9,236
Envestnet Portfolio Solutions Inc	[2026-06-30]	SOLE	9,047	9,047
Old National Bancorp /IN/	[2026-06-30]	SOLE	6,593	8,702
Investors Research Corp	[2026-06-30]	SOLE	0	7,182
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	5,936
Cromwell Holdings LLC	[2026-06-30]	SOLE	3,310	3,310
Merit Financial Group LLC	[2026-06-30]	OTR	0	3,292
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