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Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Crossmark Global Holdings Inc	[2026-06-30]	SOLE	1,244,708	1,244,708
QRG Capital Management Inc	[2026-06-30]	SOLE	609,469	609,469
Hennion & Walsh Asset Management Inc	[2026-06-30]	SOLE	250,825	250,825
Jones Collombin Investment Counsel Inc	[2026-06-30]	SOLE	138,565	138,565
Davenport & Company LLC	[2026-06-30]	SOLE	129,636	129,636
Sequoia Financial Advisors LLC	[2026-06-30]	SOLE	0	110,809
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	81,112
Aaron Wealth Advisors LLC	[2026-06-30]	SOLE	78,900	78,900
Ballentine Partners LLC	[2026-06-30]	OTR	0	65,965
Redhawk Wealth Advisors Inc	[2026-06-30]	SOLE	0	64,149
Venturi Wealth Management LLC	[2026-06-30]	OTR	0	48,927
Versant Capital Management Inc	[2026-06-30]	SOLE	47,872	47,872
Chickasaw Capital Management LLC	[2026-06-30]	SOLE	46,714	46,714
Burns Matteson Capital Management LLC	[2026-06-30]	SOLE	41,970	41,970
BSW Wealth Partners	[2026-06-30]	SOLE	0	37,954
Prospera Financial Services Inc	[2026-06-30]	SOLE	0	36,639
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	758	35,707
Empirical Financial Services LLC DBA Empirical Wealth Ma	[2026-06-30]	SOLE	34,689	34,689
Marshall Financial Group LLC	[2026-06-30]	SOLE	0	34,311
Legacy Wealth Asset Management LLC	[2026-06-30]	SOLE	33,502	33,502
Gamma Investing LLC	[2026-06-30]	DFND	32,289	32,289
Gallacher Capital Management LLC	[2026-06-30]	SOLE	0	29,219
Five Oceans Advisors	[2026-06-30]	SOLE	0	24,840
Baron Wealth Management LLC	[2026-06-30]	SOLE	172	24,421
LVW Advisors LLC	[2026-06-30]	SOLE	0	24,014
Trust Point Inc	[2026-06-30]	SOLE	10,488	23,819
Envestnet Portfolio Solutions Inc	[2026-06-30]	SOLE	22,075	22,075
Larry Mathis Financial Planning LLC	[2026-06-30]	SOLE	0	19,458
Apella Capital LLC	[2026-06-30]	SOLE	0	18,808
55 North Private Wealth LLC	[2026-06-30]	SOLE	0	18,376
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