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Type	Result	AUM ($B)

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Morgan Stanley	[2025-06-30]	DFND	917,113	10,482,631
UBS Group AG	[2025-06-30]	DFND	0	5,346,993
Flagship Harbor Advisors LLC	[2025-06-30]	SOLE	0	1,916,196
Bank of America Corp /DE/	[2025-06-30]	DFND	22,000	1,845,097
Wells Fargo & Company/MN	[2025-06-30]	DFND	14	1,585,773
Ameriprise Financial Inc	[2025-06-30]	DFND	0	945,863
LPL Financial LLC	[2025-06-30]	SOLE	0	943,534
Pacific Wealth Strategies Group Inc	[2025-06-30]	SOLE	0	635,083
Osaic Holdings Inc	[2025-06-30]	DFND	0	502,182
Royal Bank of Canada	[2025-06-30]	DFND	467,423	469,267
JW Cole Advisors Inc	[2025-06-30]	SOLE	0	431,757
Rockefeller Capital Management L.P.	[2025-06-30]	DFND	398,400	398,400
Cetera Investment Advisers	[2025-06-30]	SOLE	0	386,511
Wealthtrust Axiom LLC	[2025-06-30]	SOLE	0	352,815
Prevail Innovative Wealth Advisors LLC	[2025-06-30]	SOLE	0	316,674
Schwarz Dygos Wheeler Investment Advisors LLC	[2025-06-30]	SOLE	0	291,921
Roman Butler Fullerton & Co	[2025-06-30]	SOLE	0	257,529
Cooper Financial Group	[2025-06-30]	SOLE	0	236,055
Stifel Financial Corp	[2025-06-30]	DFND	215,914	225,100
Investment Partners Asset Management, Inc.	[2025-06-30]	SOLE	0	173,024
Raymond James Financial Inc	[2025-06-30]	DFND	0	166,585
180 Wealth Advisors LLC	[2025-06-30]	SOLE	117,701	165,457
Advisors Asset Management Inc	[2025-06-30]	SOLE	121,136	121,136
Stolper Co	[2025-06-30]	SOLE	0	105,933
Compound Planning Inc	[2025-06-30]	SOLE	5,331	100,808
IHT Wealth Management LLC	[2025-06-30]	SOLE	0	97,489
Samalin Investment Counsel LLC	[2025-06-30]	SOLE	0	90,111
Sunpointe LLC	[2025-06-30]	SOLE	0	84,900
Commonwealth Equity Services LLC	[2025-06-30]	SOLE	0	80,608
Merit Financial Group LLC	[2025-06-30]	SOLE	0	78,690
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