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Type	Result	AUM ($B)

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Raymond James Financial Inc	[2025-06-30]	DFND	30,832	1,290,399
Morgan Stanley	[2025-06-30]	DFND	2	832,944
Kovitz Investment Group Partners LLC	[2025-06-30]	SOLE	702,763	802,757
Bank of America Corp /DE/	[2025-06-30]	DFND	1,730	575,065
Wells Fargo & Company/MN	[2025-06-30]	DFND	2	472,806
Invesco Ltd.	[2025-06-30]	DFND	0	439,492
Guggenheim Capital LLC	[2025-06-30]	DFND	0	355,825
Royal Bank of Canada	[2025-06-30]	DFND	285,989	290,439
Concurrent Investment Advisors LLC	[2025-06-30]	SOLE	284,773	284,773
LPL Financial LLC	[2025-06-30]	SOLE	0	215,179
Ameriprise Financial Inc	[2025-06-30]	DFND	0	201,044
Roman Butler Fullerton & Co	[2025-06-30]	SOLE	0	199,103
UBS Group AG	[2025-06-30]	DFND	8,968	185,615
Truist Financial Corp	[2025-06-30]	DFND	0	170,708
Osaic Holdings Inc	[2025-06-30]	DFND	0	114,498
TPG Advisors LLC	[2025-06-30]	SOLE	0	98,697
Allworth Financial LP	[2025-06-30]	SOLE	0	98,398
Rockefeller Capital Management L.P.	[2025-06-30]	DFND	92,274	92,274
Oxenfree Capital LLC	[2025-06-30]	SOLE	0	83,858
Commonwealth Equity Services LLC	[2025-06-30]	SOLE	0	83,816
Ameritas Advisory Services LLC	[2025-06-30]	SOLE	0	80,679
Cetera Investment Advisers	[2025-06-30]	SOLE	0	78,413
Steward Partners Investment Advisory LLC	[2025-06-30]	SOLE	0	67,142
Corient Private Wealth LLC	[2025-06-30]	SOLE	47,697	47,697
DA Davidson & Co	[2025-06-30]	SOLE	44,999	44,999
Stifel Financial Corp	[2025-06-30]	DFND	38,992	44,615
International Assets Investment Management LLC	[2025-06-30]	SOLE	0	43,500
Hightower Advisors LLC	[2025-06-30]	SOLE	43,353	43,353
Northwestern Mutual Wealth Management Co	[2025-06-30]	DFND	0	40,151
Guerra Pan Advisors LLC	[2025-06-30]	SOLE	0	39,565
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