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Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Ballentine Partners LLC	[2026-06-30]	OTR	0	67,841
Crossmark Global Holdings Inc	[2026-06-30]	SOLE	56,280	56,280
Sequoia Financial Advisors LLC	[2026-06-30]	SOLE	0	54,069
Perpetual Ltd	[2026-06-30]	DFND	41,158	41,158
Augustine Asset Management Inc	[2026-06-30]	SOLE	17,659	17,659
BSW Wealth Partners	[2026-06-30]	SOLE	0	14,085
Aaron Wealth Advisors LLC	[2026-06-30]	SOLE	12,496	12,496
Venturi Wealth Management LLC	[2026-06-30]	OTR	0	12,101
Empirical Financial Services LLC DBA Empirical Wealth Ma	[2026-06-30]	SOLE	11,480	11,480
Generali Investments CEE investicni spolecnost as	[2026-06-30]	SOLE	11,429	11,429
Prospera Financial Services Inc	[2026-06-30]	SOLE	0	11,007
Foster Group Inc	[2026-06-30]	SOLE	0	8,977
Gallacher Capital Management LLC	[2026-06-30]	SOLE	0	8,537
Gamma Investing LLC	[2026-06-30]	DFND	7,674	7,674
QRG Capital Management Inc	[2026-06-30]	SOLE	6,152	6,152
Cogentblue Wealth Advisors LLC	[2026-06-30]	SOLE	0	6,132
Merit Financial Group LLC	[2026-06-30]	OTR	0	5,822
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	0	5,741
Fulcrum Equity Management	[2026-06-30]	SOLE	0	5,374
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	5,250
Empirical Financial Services LLC DBA Empirical Wealth Ma	[2026-06-30]	OTR	821	821
Merit Financial Group LLC	[2026-06-30]	SOLE	0	685
Physician Wealth Advisors Inc	[2026-06-30]	SOLE	0	642
Rosenberg Matthew Hamilton	[2026-06-30]	SOLE	397	397
True Wealth Design LLC	[2026-06-30]	SOLE	0	372
LRI Investments LLC	[2026-06-30]	SOLE	347	347
JFS Wealth Advisors LLC	[2026-06-30]	SOLE	0	280
Gleason Group Inc	[2026-06-30]	SOLE	0	241
Elevation Wealth Partners LLC	[2026-06-30]	SOLE	0	227
Versant Capital Management Inc	[2026-06-30]	SOLE	197	197
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