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Type	Result	AUM ($B)

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Morgan Stanley	[2025-06-30]	DFND	340	2,581,005
Guggenheim Capital LLC	[2025-06-30]	DFND	0	950,000
Bank of America Corp /DE/	[2025-06-30]	DFND	0	920,711
Advisors Asset Management Inc	[2025-06-30]	SOLE	794,487	799,036
Baird Financial Group, Inc.	[2025-06-30]	DFND	781,143	781,143
Pathstone Holdings, LLC	[2025-06-30]	DFND	765,638	765,638
Cohen & Steers Inc	[2025-06-30]	SOLE	741,149	741,149
Raymond James Financial Inc	[2025-06-30]	DFND	26,526	650,002
Royal Bank of Canada	[2025-06-30]	DFND	514,370	515,370
Wells Fargo & Company/MN	[2025-06-30]	DFND	1	255,921
Kovitz Investment Group Partners LLC	[2025-06-30]	SOLE	182,431	185,191
Corrado Advisors LLC	[2025-06-30]	SOLE	0	167,183
Kestra Advisory Services LLC	[2025-06-30]	SOLE	0	96,208
Oppenheimer & Co Inc	[2025-06-30]	SOLE	90,955	90,955
Steward Partners Investment Advisory LLC	[2025-06-30]	SOLE	0	75,835
Stifel Financial Corp	[2025-06-30]	DFND	65,580	65,580
Invesco Ltd.	[2025-06-30]	DFND	0	60,389
UBS Group AG	[2025-06-30]	DFND	40,792	58,755
Osaic Holdings Inc	[2025-06-30]	DFND	0	54,471
Rockefeller Capital Management L.P.	[2025-06-30]	DFND	43,290	43,290
Golden State Equity Partners	[2025-06-30]	SOLE	39,724	39,724
JW Cole Advisors Inc	[2025-06-30]	SOLE	0	38,406
Envestnet Asset Management Inc	[2025-06-30]	SOLE	32,501	32,501
Aviance Capital Partners LLC	[2025-06-30]	SOLE	28,793	28,793
Hightower Advisors LLC	[2025-06-30]	SOLE	28,645	28,645
Concurrent Investment Advisors LLC	[2025-06-30]	SOLE	27,942	27,942
Journey Strategic Wealth LLC	[2025-06-30]	SOLE	0	27,539
US Capital Wealth Advisors LLC	[2025-06-30]	SOLE	0	26,802
LPL Financial LLC	[2025-06-30]	SOLE	0	24,820
DAVENPORT & Co LLC	[2025-06-30]	SOLE	24,006	24,006
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