Due Diligence for Asset Managers
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Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
River Road Asset Management LLC	[2026-06-30]	SOLE	173,217	242,449
Crossmark Global Holdings Inc	[2026-06-30]	SOLE	166,930	166,930
Blue Zone Wealth Advisors LLC	[2026-06-30]	SOLE	133,796	133,796
QRG Capital Management Inc	[2026-06-30]	SOLE	120,475	120,475
ABC Arbitrage Sa	[2026-06-30]	OTR	0	90,026
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	343	45,138
GC Wealth Management RIA LLC	[2026-06-30]	SOLE	44,881	44,881
Henry James International Management Inc	[2026-06-30]	SOLE	43,286	43,286
Aaron Wealth Advisors LLC	[2026-06-30]	SOLE	36,976	36,976
Sequoia Financial Advisors LLC	[2026-06-30]	SOLE	0	31,401
Ballentine Partners LLC	[2026-06-30]	OTR	0	27,178
Investors Research Corp	[2026-06-30]	SOLE	0	24,450
Mitchell & PAHL Private Wealth LLC	[2026-06-30]	SOLE	22,883	22,883
Merit Financial Group LLC	[2026-06-30]	SOLE	0	20,250
Mission Wealth Management LP	[2026-06-30]	SOLE	0	19,494
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	18,208
Legacy Wealth Asset Management LLC	[2026-06-30]	SOLE	14,723	14,723
Venturi Wealth Management LLC	[2026-06-30]	OTR	0	14,441
Plan A Wealth LLC	[2026-06-30]	SOLE	14,168	14,168
Unique Wealth Strategies LLC	[2026-06-30]	SOLE	0	13,239
Gallacher Capital Management LLC	[2026-06-30]	SOLE	0	12,815
Versant Capital Management Inc	[2026-06-30]	SOLE	12,544	12,544
Gamma Investing LLC	[2026-06-30]	DFND	10,191	10,191
Trust Point Inc	[2026-06-30]	SOLE	3,973	8,905
Valeo Financial Advisors LLC	[2026-06-30]	SOLE	8,011	8,011
Martin Investment Management LLC	[2026-06-30]	SOLE	7,815	7,815
Envestnet Portfolio Solutions Inc	[2026-06-30]	SOLE	7,780	7,780
Arlington Partners LLC	[2026-06-30]	SOLE	7,371	7,371
Five Oceans Advisors	[2026-06-30]	SOLE	0	7,351
Net Worth Advisory Group	[2026-06-30]	SOLE	6,807	6,807
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