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Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
ABC Arbitrage Sa	[2026-06-30]	OTR	0	5,689,418
Crossmark Global Holdings Inc	[2026-06-30]	SOLE	4,844,087	4,844,087
QRG Capital Management Inc	[2026-06-30]	SOLE	1,731,571	1,731,571
Y-Intercept Hong Kong Ltd	[2026-06-30]	SOLE	1,261,414	1,261,414
Henry James International Management Inc	[2026-06-30]	SOLE	1,157,361	1,157,361
Gradient Investments LLC	[2026-06-30]	SOLE	0	1,038,552
HF Advisory Group LLC	[2026-06-30]	SOLE	0	445,833
Jones Collombin Investment Counsel Inc	[2026-06-30]	SOLE	416,850	416,850
BTC Capital Management Inc	[2026-06-30]	DFND	0	354,017
Patriot Financial Group Insurance Agency LLC	[2026-06-30]	SOLE	215,473	215,474
Aaron Wealth Advisors LLC	[2026-06-30]	SOLE	196,676	196,676
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	6,276	178,949
Legacy Wealth Asset Management LLC	[2026-06-30]	SOLE	172,636	172,636
Ballentine Partners LLC	[2026-06-30]	OTR	0	160,071
Sequoia Financial Advisors LLC	[2026-06-30]	SOLE	0	117,216
Edge Wealth Management LLC	[2026-06-30]	SOLE	110,000	110,000
Gallacher Capital Management LLC	[2026-06-30]	SOLE	0	107,239
Gamma Investing LLC	[2026-06-30]	DFND	95,365	95,365
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	95,017
Eagle Rock Investment Company LLC	[2026-06-30]	SOLE	0	93,759
Cypress Wealth Services LLC	[2026-06-30]	SOLE	0	88,676
Brookstone Capital Management	[2026-06-30]	SOLE	0	86,064
LVW Advisors LLC	[2026-06-30]	SOLE	0	84,234
Drucker Wealth 30 LLC	[2026-06-30]	OTR	0	82,503
BTC Capital Management Inc	[2026-06-30]	SOLE	67,162	67,162
Trust Point Inc	[2026-06-30]	SOLE	26,778	65,773
Alliance Wealth Advisors LLC	[2026-06-30]	SOLE	0	62,830
BSW Wealth Partners	[2026-06-30]	SOLE	0	59,279
Larry Mathis Financial Planning LLC	[2026-06-30]	SOLE	0	58,725
Five Oceans Advisors	[2026-06-30]	SOLE	0	54,791
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