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Type	Result	AUM ($B)

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Morgan Stanley	[2025-06-30]	DFND	9,665	359,820
Wells Fargo & Company/MN	[2025-06-30]	DFND	1	352,171
Nova R Wealth Inc	[2025-06-30]	SOLE	0	281,349
Shaker Financial Services LLC	[2025-06-30]	SOLE	222,708	224,516
Invesco Ltd.	[2025-06-30]	DFND	0	201,788
Bank of America Corp /DE/	[2025-06-30]	DFND	0	182,186
1607 Capital Partners LLC	[2025-06-30]	SOLE	153,502	153,502
CornerStone Advisory LLC	[2025-06-30]	SOLE	0	139,395
Royal Bank of Canada	[2025-06-30]	DFND	106,394	124,508
UBS Group AG	[2025-06-30]	DFND	3,481	116,223
Raymond James Financial Inc	[2025-06-30]	DFND	23,337	97,135
Ameriprise Financial Inc	[2025-06-30]	DFND	0	70,952
LPL Financial LLC	[2025-06-30]	SOLE	0	54,354
Karpus Management Inc	[2025-06-30]	SOLE	52,672	52,672
Wolverine Asset Management LLC	[2025-06-30]	DFND	46,935	46,935
NFP Retirement Inc	[2025-06-30]	SOLE	0	44,510
Consolidated Portfolio Review Corp	[2025-06-30]	SOLE	0	38,879
Cypress Capital Management LLC (WY)	[2025-06-30]	SOLE	0	38,545
Janney Montgomery Scott LLC	[2025-06-30]	SOLE	38,475	38,475
Osaic Holdings Inc	[2025-06-30]	DFND	0	36,911
Two Sigma Investments LP	[2025-06-30]	SOLE	35,110	35,110
Rockefeller Capital Management L.P.	[2025-06-30]	DFND	31,974	31,974
Kestra Advisory Services LLC	[2025-06-30]	SOLE	0	29,522
Commonwealth Equity Services LLC	[2025-06-30]	SOLE	0	27,660
Cambridge Investment Research Advisors Inc	[2025-06-30]	SOLE	0	26,739
Hightower Advisors LLC	[2025-06-30]	SOLE	22,477	22,477
Founders Financial Alliance LLC	[2025-06-30]	SOLE	0	17,051
Royal Bank of Canada	[2025-06-30]	SOLE	16,696	16,696
HARA Capital LLC	[2025-06-30]	SOLE	15,713	15,713
First Trust Advisors LP	[2025-06-30]	SOLE	14,930	14,930
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