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Type	Result	AUM ($B)

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
BLB & B Advisors LLC	[2025-06-30]	SOLE	0	2,102,164
Cassaday & Co Wealth Management LLC	[2025-06-30]	SOLE	0	1,301,137
Osborne Partners Capital Management LLC	[2025-06-30]	SOLE	7,262	743,208
Wealth Enhancement Advisory Services LLC	[2025-06-30]	SOLE	4,584	495,181
Dimension Capital Management LLC	[2025-06-30]	SOLE	482,900	482,900
Badgley Phelps Wealth Managers LLC	[2025-06-30]	SOLE	464,521	473,935
Certuity LLC	[2025-06-30]	SOLE	204,390	204,390
Heartland Bank & Trust Co	[2025-06-30]	SOLE	202,583	202,720
Legend Financial Advisors Inc	[2025-06-30]	SOLE	0	196,620
Unique Wealth LLC	[2025-06-30]	SOLE	0	196,598
Ameriprise Financial Inc	[2025-06-30]	DFND	0	196,302
Corecap Advisors LLC	[2025-06-30]	SOLE	172,342	172,342
Acima Private Wealth LLC	[2025-06-30]	SOLE	0	163,502
Cultivar Capital Inc	[2025-06-30]	SOLE	0	139,255
Ackerman Capital Advisors LLC	[2025-06-30]	SOLE	0	113,095
Global Endowment Management LP	[2025-06-30]	SOLE	108,550	108,550
Proficio Capital Partners LLC	[2025-06-30]	SOLE	100,575	100,575
Bruce G Allen Investments LLC	[2025-06-30]	SOLE	97,508	97,508
Goldman Sachs Group Inc	[2025-06-30]	DFND	92,024	92,024
Ironwood Wealth Management LLC	[2025-06-30]	SOLE	0	91,169
Hancock Whitney Corp	[2025-06-30]	SOLE	86,276	86,276
First Foundation Advisors	[2025-06-30]	SOLE	80,748	84,697
Susquehanna International Group LLP	[2025-06-30]	OTR	16,132	83,032
Chicago Partners Investment Group LLC	[2025-06-30]	SOLE	0	77,785
Riverglades Family Offices LLC	[2025-06-30]	SOLE	52,385	76,800
B Riley Wealth Advisors Inc	[2025-06-30]	SOLE	68,919	68,919
Washington Trust Bank	[2025-06-30]	SOLE	60,378	60,378
Idaho Trust Co	[2025-06-30]	SOLE	58,705	59,395
Sharper & Granite LLC	[2025-06-30]	SOLE	0	57,233
Morgan Stanley	[2025-06-30]	DFND	0	55,700
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