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Type	Result	AUM ($B)

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
CIBC Private Wealth Group LLC	[2025-06-30]	SOLE	15,559,724	15,613,618
Exencial Wealth Advisors LLC	[2025-06-30]	SOLE	223,601	227,794
Orion Porfolio Solutions, LLC	[2025-06-30]	SOLE	0	71,903
Rockefeller Capital Management L.P.	[2025-06-30]	DFND	40,680	40,680
Battery Global Advisors LLC	[2025-06-30]	SOLE	39,760	39,760
Brown Advisory Inc	[2025-06-30]	DFND	38,100	38,100
Susquehanna International Group LLP	[2025-06-30]	OTR	36,663	36,663
Morgan Stanley	[2025-06-30]	DFND	0	32,570
Blair William & Co/IL	[2025-06-30]	SOLE	15,374	26,487
UBS Group AG	[2025-06-30]	DFND	185	26,245
Bank of America Corp /DE/	[2025-06-30]	DFND	24,995	24,995
Cerity Partners LLC	[2025-06-30]	SOLE	23,081	23,081
Breakwater Capital Group	[2025-06-30]	SOLE	0	20,700
River Street Advisors LLC	[2025-06-30]	SOLE	0	18,345
Arlington Trust Co LLC	[2025-06-30]	SOLE	17,500	17,500
Aureus Asset Management LLC	[2025-06-30]	SOLE	16,528	16,528
MAI Capital Management	[2025-06-30]	SOLE	0	16,110
US Bancorp de	[2025-06-30]	OTR	0	15,000
Raymond James Financial Inc	[2025-06-30]	DFND	0	10,824
MML Investors Services LLC	[2025-06-30]	DFND	0	9,104
Quadcap Wealth Management LLC	[2025-06-30]	SOLE	7,992	7,992
Focus Partners Advisor Solutions LLC	[2025-06-30]	OTR	0	7,903
Fifth Third Bancorp	[2025-06-30]	DFND	2,182	7,207
Ballentine Partners LLC	[2025-06-30]	SOLE	0	7,100
CIBC Private Wealth Group LLC	[2025-06-30]	DFND	6,582	6,582
JPMorgan Chase & Co	[2025-06-30]	DFND	3,900	3,900
Royal Bank of Canada	[2025-06-30]	DFND	2,787	2,787
Wells Fargo & Company/MN	[2025-06-30]	DFND	0	1,350
Osaic Holdings Inc	[2025-06-30]	DFND	0	1,145
CWM LLC	[2025-06-30]	SOLE	0	300
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