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Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Wellspring Financial Advisors LLC	[2026-06-30]	SOLE	0	2,225,662
Augustine Asset Management Inc	[2026-06-30]	SOLE	380,296	380,296
Sonoma Allocations LLC	[2026-06-30]	SOLE	0	308,858
CLG LLC	[2026-06-30]	SOLE	0	276,529
Goalvest Advisory LLC	[2026-06-30]	SOLE	221,219	221,219
Prospera Financial Services Inc	[2026-06-30]	SOLE	0	198,011
Procyon Advisors LLC	[2026-06-30]	SOLE	122,006	122,006
Optimus Capital Advisors LLC	[2026-06-30]	SOLE	0	110,408
Cambridge Advisors Inc	[2026-06-30]	SOLE	0	92,025
Moulton Wealth Management Inc	[2026-06-30]	SOLE	0	68,483
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	61,777
Sowell Financial Services LLC	[2026-06-30]	SOLE	38,077	38,077
Northbridge Financial Group LLC	[2026-06-30]	SOLE	0	34,345
TCFG Investment Advisors LLC	[2026-06-30]	SOLE	0	28,395
Sequoia Financial Advisors LLC	[2026-06-30]	SOLE	0	25,459
Hilltop National Bank	[2026-06-30]	DFND	2,575	17,975
CWA Asset Management Group LLC	[2026-06-30]	SOLE	0	14,719
SLT Holdings LLC	[2026-06-30]	SOLE	0	13,090
B Riley Wealth Advisors Inc	[2026-06-30]	SOLE	12,915	12,915
Blue Zone Wealth Advisors LLC	[2026-06-30]	SOLE	12,850	12,850
Secured Retirement Advisors LLC	[2026-06-30]	SOLE	0	12,502
Brookstone Capital Management	[2026-06-30]	SOLE	0	8,601
World Equity Group Inc	[2026-06-30]	SOLE	0	8,493
First Heartland Consultants Inc	[2026-06-30]	SOLE	0	7,854
Wealthcare Advisory Partners LLC	[2026-06-30]	SOLE	0	7,168
Spire Wealth Management	[2026-06-30]	SOLE	0	6,964
Aaron Wealth Advisors LLC	[2026-06-30]	SOLE	6,700	6,700
Friday Financial	[2026-06-30]	SOLE	0	6,678
PFG Advisors	[2026-06-30]	SOLE	0	6,625
Atlas Brown Inc	[2026-06-30]	SOLE	5,780	5,781
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