Due Diligence for Asset Managers
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Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Capstone Capital Management Ltd	[2026-06-30]	SOLE	65,076	65,076
Harbour Capital Advisors LLC	[2026-06-30]	SOLE	26,190	26,190
Independent Financial Group LLC	[2026-06-30]	SOLE	0	17,287
Sage Capital Management LLC	[2026-06-30]	SOLE	12,485	12,485
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	0	10,287
Archford Capital Strategies LLC	[2026-06-30]	SOLE	10,200	10,200
BFSG LLC	[2026-06-30]	SOLE	0	2,375
IFP Advisors LLC	[2026-06-30]	SOLE	2,116	2,116
Spire Wealth Management	[2026-06-30]	SOLE	0	1,910
Vermillion Wealth Management Inc	[2026-06-30]	SOLE	0	1,500
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	1,300
Gamma Investing LLC	[2026-06-30]	DFND	611	611
Aspect Partners LLC	[2026-06-30]	SOLE	248	248
Signature Resources Capital Management LLC	[2026-06-30]	SOLE	0	125
City State Bank	[2026-06-30]	SOLE	100	100
FNY Investment Advisers LLC	[2026-06-30]	SOLE	4,000	3
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