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	1,458,903	1,838,490
ABC Arbitrage Sa	[2026-06-30]	OTR	0	195,008
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	86	112,301
QRG Capital Management Inc	[2026-06-30]	SOLE	34,358	34,358
Crossmark Global Holdings Inc	[2026-06-30]	SOLE	33,058	33,058
Patriot Financial Group Insurance Agency LLC	[2026-06-30]	SOLE	26,429	26,429
Balefire LLC	[2026-06-30]	SOLE	0	24,585
Versant Capital Management Inc	[2026-06-30]	SOLE	9,965	9,965
Eagle Rock Investment Company LLC	[2026-06-30]	SOLE	0	9,308
Sequoia Financial Advisors LLC	[2026-06-30]	SOLE	0	8,455
Aaron Wealth Advisors LLC	[2026-06-30]	SOLE	7,711	7,711
Arlington Partners LLC	[2026-06-30]	SOLE	7,698	7,698
Envestnet Portfolio Solutions Inc	[2026-06-30]	SOLE	7,684	7,684
Venturi Wealth Management LLC	[2026-06-30]	OTR	0	7,163
Cromwell Holdings LLC	[2026-06-30]	SOLE	2,546	2,546
Gamma Investing LLC	[2026-06-30]	DFND	1,738	1,738
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	1,486
Owl Creek Wealth Partners LLC	[2026-06-30]	SOLE	0	610
IFP Advisors LLC	[2026-06-30]	SOLE	554	554
Ares Financial Consulting LLC	[2026-06-30]	SOLE	285	285
Ninety One UK Ltd	[2026-06-30]	SOLE	192	192
Park Avenue Securities LLC	[2026-06-30]	SOLE	0	125
True Wealth Design LLC	[2026-06-30]	SOLE	0	124
Signature Resources Capital Management LLC	[2026-06-30]	SOLE	0	85
JFS Wealth Advisors LLC	[2026-06-30]	SOLE	0	80
Harbor Investment Advisory LLC	[2026-06-30]	SOLE	52	52
Physician Wealth Advisors Inc	[2026-06-30]	SOLE	0	13
Retirement Wealth Solutions LLC	[2026-06-30]	SOLE	0	12
LRI Investments LLC	[2026-06-30]	SOLE	10	10
FNY Investment Advisers LLC	[2026-06-30]	SOLE	6,800	6
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