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Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
QRG Capital Management Inc	[2026-06-30]	SOLE	317,254	317,254
Diversified Trust Co	[2026-06-30]	SOLE	45	311,000
Crossmark Global Holdings Inc	[2026-06-30]	SOLE	226,302	226,302
Henry James International Management Inc	[2026-06-30]	SOLE	223,042	223,042
Legacy Wealth Asset Management LLC	[2026-06-30]	SOLE	177,468	177,468
Curated Wealth Partners LLC	[2026-06-30]	OTR	0	150,023
Sequoia Financial Advisors LLC	[2026-06-30]	SOLE	0	51,242
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	1,000	50,589
Empirical Financial Services LLC DBA Empirical Wealth Ma	[2026-06-30]	SOLE	50,247	50,247
Burns Matteson Capital Management LLC	[2026-06-30]	SOLE	43,699	43,699
Aaron Wealth Advisors LLC	[2026-06-30]	SOLE	38,724	38,724
Versant Capital Management Inc	[2026-06-30]	SOLE	34,342	34,342
Baldwin Wealth Partners LLC/MA	[2026-06-30]	SOLE	0	33,639
Viewpoint Investment Partners Corp	[2026-06-30]	SOLE	33,400	33,400
Net Worth Advisory Group	[2026-06-30]	SOLE	31,989	31,990
Gateway Investment Advisers LLC	[2026-06-30]	SOLE	31,688	31,688
Contravisory Investment Management Inc	[2026-06-30]	SOLE	24,207	24,207
NorthCrest Asset Manangement LLC	[2026-06-30]	SOLE	0	23,645
Gamma Investing LLC	[2026-06-30]	DFND	22,120	22,120
Five Oceans Advisors	[2026-06-30]	SOLE	0	21,739
Ballentine Partners LLC	[2026-06-30]	OTR	0	20,621
Fulton Bank NA	[2026-06-30]	SOLE	19,846	19,846
Merit Financial Group LLC	[2026-06-30]	SOLE	0	19,779
RFG Advisory LLC	[2026-06-30]	SOLE	0	18,858
HF Advisory Group LLC	[2026-06-30]	SOLE	0	18,425
Larry Mathis Financial Planning LLC	[2026-06-30]	SOLE	0	18,202
Envestnet Portfolio Solutions Inc	[2026-06-30]	SOLE	17,860	17,860
Merit Financial Group LLC	[2026-06-30]	OTR	0	17,523
Alhambra Investment Management LLC	[2026-06-30]	SOLE	9,765	16,629
Baron Wealth Management LLC	[2026-06-30]	SOLE	0	13,955
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