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Type	Result	AUM ($BB)

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Bank of America Corp /DE/	[2023-03-31]	DFND	71.0	730,913.0
Cullen/Frost Bankers Inc	[2023-03-31]	DFND	387,685.0	388,910.0
Wealth Enhancement Advisory Services LLC	[2023-03-31]	SOLE	0.0	339,148.0
Charles Schwab Investment Advisory Inc	[2023-03-31]	SOLE	268,762.0	268,762.0
Cape COD Five Cents Savings Bank	[2023-03-31]	SOLE	257,039.0	257,039.0
Wells Fargo & Company/MN	[2023-03-31]	DFND	0.0	197,285.0
Morgan Stanley	[2023-03-31]	DFND	11.0	178,855.0
LPL Financial LLC	[2023-03-31]	SOLE	0.0	146,270.0
Summit Wealth & Retirement Planning Inc	[2023-03-31]	SOLE	0.0	124,463.0
Rockefeller Capital Management L.P.	[2023-03-31]	DFND	109,727.0	121,281.0
Envestnet Asset Management Inc	[2023-03-31]	SOLE	118,865.0	118,865.0
Commonwealth Equity Services LLC	[2023-03-31]	SOLE	0.0	116,848.0
IFG Advisory LLC	[2023-03-31]	SOLE	0.0	84,966.0
Peak Financial Management Inc	[2023-03-31]	SOLE	74,227.0	74,227.0
B Riley Wealth Advisors Inc	[2023-03-31]	SOLE	0.0	65,033.0
Solitude Financial Services	[2023-03-31]	SOLE	0.0	63,615.0
Personal CFO Solutions LLC	[2023-03-31]	SOLE	0.0	50,025.0
Stegent Equity Advisors Inc	[2023-03-31]	SOLE	45,271.0	45,271.0
Toroso Investments LLC	[2023-03-31]	SOLE	42,232.0	42,232.0
Wade G W & Inc	[2023-03-31]	SOLE	0.0	42,222.0
Captrust Financial Advisors	[2023-03-31]	SOLE	39,256.0	39,256.0
Castellan Group	[2023-03-31]	SOLE	0.0	38,732.0
Astoria Portfolio Advisors LLC	[2023-03-31]	SOLE	0.0	38,562.0
Quantitative Advantage LLC	[2023-03-31]	SOLE	1,672.0	36,004.0
Pacific Capital Wealth Advisors Inc	[2023-03-31]	SOLE	0.0	35,176.0
Cambridge Investment Research Advisors Inc	[2023-03-31]	SOLE	0.0	34,955.0
UBS Group AG	[2023-03-31]	DFND	0.0	34,858.0
Raymond James Financial Services Advisors Inc	[2023-03-31]	SOLE	0.0	34,012.0
Northwestern Mutual Wealth Management Co	[2023-03-31]	DFND	0.0	32,008.0
Strategic Wealth Investment Group LLC	[2023-03-31]	SOLE	7.0	31,693.0
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