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Type	Result	AUM ($B)

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Morgan Stanley	[2025-06-30]	DFND	12	502,315
Bank of America Corp /DE/	[2025-06-30]	DFND	0	350,248
Wells Fargo & Company/MN	[2025-06-30]	DFND	1	335,786
Rockefeller Capital Management L.P.	[2025-06-30]	DFND	257,794	257,794
LPL Financial LLC	[2025-06-30]	SOLE	0	243,250
Cullen/Frost Bankers Inc	[2025-06-30]	DFND	214,062	214,960
Northwestern Mutual Wealth Management Co	[2025-06-30]	DFND	0	214,133
Wealth Enhancement Advisory Services LLC	[2025-06-30]	SOLE	613	193,244
Focus Partners Wealth	[2025-06-30]	SOLE	1,301	172,843
Sequoia Financial Advisors LLC	[2025-06-30]	SOLE	0	172,490
Summit Wealth & Retirement Planning Inc	[2025-06-30]	SOLE	5,749	151,650
Wealthfront Advisers LLC	[2025-06-30]	SOLE	138,061	138,061
Larson Financial Group LLC	[2025-06-30]	SOLE	739	112,693
Paul R RIED Financial Group LLC	[2025-06-30]	SOLE	0	105,880
IFG Advisory LLC	[2025-06-30]	SOLE	0	78,509
Advance Capital Management Inc	[2025-06-30]	SOLE	68,650	78,280
Peak Financial Management Inc	[2025-06-30]	SOLE	74,931	74,931
Sound Stewardship LLC	[2025-06-30]	SOLE	0	69,351
Stifel Financial Corp	[2025-06-30]	DFND	65,170	65,706
Solitude Financial Services	[2025-06-30]	SOLE	0	61,936
Hightower Advisors LLC	[2025-06-30]	SOLE	60,954	60,954
Envestnet Asset Management Inc	[2025-06-30]	SOLE	54,014	54,014
Towneley Capital Management, Inc / DE	[2025-06-30]	SOLE	0	51,141
WJ Wealth Management LLC	[2025-06-30]	SOLE	300	50,288
Pines Wealth Management LLC	[2025-06-30]	SOLE	48,719	48,719
Gladstone Institutional Advisory LLC	[2025-06-30]	SOLE	0	46,028
UBS Group AG	[2025-06-30]	DFND	0	42,974
Castellan Group	[2025-06-30]	SOLE	0	41,837
Captrust Financial Advisors	[2025-06-30]	SOLE	5,791	38,467
Raymond James Financial Inc	[2025-06-30]	DFND	423	33,743
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