2024 DIRECT INDEXING BUYERS GUIDE DIRECT INDEXING PROVIDER AUA/AUM BROOKLYN $400 MILLION* SYNTAX $1 BILLION FREC $100 MILLION SMARTLEAF ASSET MANAGEMENT $3.5 BILLION NATIXIS INVESTMENT MANAGERS SOLUTIONS $78.2 BILLION NEUBERGER BERMAN $5 BILLION NORTHERN TRUST $1.2 TRILLION RUSSELL INVESTMENTS $301.5 BILLION ORION $65 BILLION SYMMETRY $8 BILLION CANVAS $9.2 BILLION ADHESION WEALTH $11.3 BILLION COINDESK INDICES $22 BILLION *Directly managed AUM. AUA is undisclosed. 23