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Type	Result	AUM ($B)

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Stone Point Capital LLC	[2025-06-30]	OTR	0	5,822,728
Morgan Stanley	[2025-06-30]	DFND	149,804	1,678,509
PFG Investments LLC	[2025-06-30]	SOLE	0	740,183
Rockefeller Capital Management L.P.	[2025-06-30]	DFND	579,986	579,986
Legacy Investment Solutions LLC	[2025-06-30]	SOLE	0	508,109
Legacy Wealth Managment, LLC/ID	[2025-06-30]	SOLE	0	508,109
TT Capital Management LLC	[2025-06-30]	SOLE	336,829	336,829
Money Concepts Capital Corp	[2025-06-30]	SOLE	0	319,704
International Assets Investment Management LLC	[2025-06-30]	SOLE	0	301,100
JW Cole Advisors Inc	[2025-06-30]	SOLE	0	294,869
Freestone Capital Holdings, LLC	[2025-06-30]	DFND	0	262,925
Cadent Capital Advisors LLC	[2025-06-30]	SOLE	0	255,502
Virtus Investment Advisers, LLC	[2025-06-30]	OTR	0	236,506
LPL Financial LLC	[2025-06-30]	SOLE	0	171,591
Jane Street Group LLC	[2025-06-30]	DFND	160,677	160,677
Raymond James Financial Inc	[2025-06-30]	DFND	0	145,043
Kestra Advisory Services LLC	[2025-06-30]	SOLE	0	144,932
Commonwealth Equity Services LLC	[2025-06-30]	SOLE	0	136,181
Cetera Investment Advisers	[2025-06-30]	SOLE	0	130,627
Private Advisor Group LLC	[2025-06-30]	SOLE	0	114,821
Oxinas Partners Wealth Management LLC	[2025-06-30]	SOLE	0	114,721
Cambridge Investment Research Advisors Inc	[2025-06-30]	SOLE	0	100,131
Main Street Financial Solutions LLC	[2025-06-30]	SOLE	99,029	99,029
Kestra Private Wealth Services LLC	[2025-06-30]	SOLE	0	96,589
Parisi Gray Wealth Management	[2025-06-30]	SOLE	80,066	80,066
UBS Group AG	[2025-06-30]	DFND	66,316	79,474
Triumph Capital Management	[2025-06-30]	SOLE	74,241	76,247
Samalin Investment Counsel LLC	[2025-06-30]	SOLE	0	66,234
Chicago Partners Investment Group LLC	[2025-06-30]	SOLE	0	56,012
Herold Advisors Inc	[2025-06-30]	SOLE	53,050	53,050
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