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Type	Result	AUM ($B)

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Leconte Wealth Management LLC	[2025-06-30]	SOLE	0	636,937
Morgan Stanley	[2025-06-30]	DFND	2	610,350
UBS Group AG	[2025-06-30]	DFND	1,450	574,028
Evergreen Capital Management LLC	[2025-06-30]	SOLE	484,190	500,142
Twelve Points Wealth Management LLC	[2025-06-30]	SOLE	111,174	398,592
Intellectus Partners LLC	[2025-06-30]	SOLE	281,283	281,283
Ameriprise Financial Inc	[2025-06-30]	DFND	0	276,175
Janney Montgomery Scott LLC	[2025-06-30]	SOLE	273,200	273,200
Stifel Financial Corp	[2025-06-30]	DFND	184,038	269,372
Royal Bank of Canada	[2025-06-30]	DFND	254,604	257,871
Bank of America Corp /DE/	[2025-06-30]	DFND	0	235,865
Catawba River Capital	[2025-06-30]	SOLE	0	233,390
Guggenheim Capital LLC	[2025-06-30]	DFND	0	216,658
LPL Financial LLC	[2025-06-30]	SOLE	0	214,105
Wells Fargo & Company/MN	[2025-06-30]	DFND	2	192,453
Journey Advisory Group LLC	[2025-06-30]	SOLE	0	169,914
Raymond James Financial Inc	[2025-06-30]	DFND	0	148,939
International Assets Investment Management LLC	[2025-06-30]	SOLE	0	140,546
Invesco Ltd.	[2025-06-30]	DFND	0	133,465
Stratos Wealth Advisors LLC	[2025-06-30]	SOLE	0	117,227
Ignite Planners LLC	[2025-06-30]	SOLE	0	105,511
ArchPoint Investors	[2025-06-30]	SOLE	100,964	100,964
Aviance Capital Partners LLC	[2025-06-30]	SOLE	89,022	89,022
Strategic Wealth Partners Ltd	[2025-06-30]	SOLE	87,336	87,336
Consolidated Portfolio Review Corp	[2025-06-30]	SOLE	0	87,003
Rockefeller Capital Management L.P.	[2025-06-30]	DFND	51,096	51,096
US Capital Wealth Advisors LLC	[2025-06-30]	SOLE	0	47,463
Gridiron Partners LLC	[2025-06-30]	SOLE	40,017	40,017
Comerica Bank	[2025-06-30]	SOLE	0	35,527
Verus Capital Partners LLC	[2025-06-30]	SOLE	0	31,988
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