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Type	Result	AUM ($B)

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Raymond James Financial Inc	[2025-06-30]	DFND	0	1,235,387
Guggenheim Capital LLC	[2025-06-30]	DFND	0	1,053,326
Morgan Stanley	[2025-06-30]	DFND	1	674,382
Allspring Global Investments Holdings, LLC	[2025-06-30]	DFND	201,717	401,376
Melfa Wealth Management Inc	[2025-06-30]	SOLE	0	368,004
Invesco Ltd.	[2025-06-30]	DFND	0	256,017
Consolidated Portfolio Review Corp	[2025-06-30]	SOLE	0	197,232
1607 Capital Partners LLC	[2025-06-30]	SOLE	188,490	188,490
LPL Financial LLC	[2025-06-30]	SOLE	0	186,915
Rock Point Advisors LLC	[2025-06-30]	SOLE	93,839	93,839
Fiera Capital Corp	[2025-06-30]	OTR	92,184	92,184
Private Advisor Group LLC	[2025-06-30]	SOLE	0	82,521
Virtus Investment Advisers, LLC	[2025-06-30]	OTR	0	60,752
Vectors Research Management LLC	[2025-06-30]	SOLE	54,839	54,839
Chicago Partners Investment Group LLC	[2025-06-30]	SOLE	0	47,284
Ethos Financial Group LLC	[2025-06-30]	SOLE	0	44,501
Arkadios Wealth Advisors	[2025-06-30]	SOLE	43,639	43,639
Cetera Investment Advisers	[2025-06-30]	SOLE	0	40,087
UBS Group AG	[2025-06-30]	DFND	3,455	39,750
Courier Capital LLC	[2025-06-30]	SOLE	0	39,154
Royal Bank of Canada	[2025-06-30]	DFND	35,665	37,191
Avantax Advisory Services Inc	[2025-06-30]	SOLE	0	35,034
Ameriprise Financial Inc	[2025-06-30]	DFND	0	34,900
Tolleson Wealth Management, Inc.	[2025-06-30]	DFND	0	28,485
Fortitude Advisory Group LLC	[2025-06-30]	SOLE	0	28,141
Quadcap Wealth Management LLC	[2025-06-30]	SOLE	27,871	27,871
Bank of America Corp /DE/	[2025-06-30]	DFND	0	26,912
Thrivent Financial for Lutherans	[2025-06-30]	DFND	21,594	21,594
Choreo LLC	[2025-06-30]	SOLE	0	19,783
Steward Partners Investment Advisory LLC	[2025-06-30]	SOLE	0	19,642
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