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Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Crossmark Global Holdings Inc	[2026-06-30]	SOLE	855,487	855,487
QRG Capital Management Inc	[2026-06-30]	SOLE	817,288	817,288
Augustine Asset Management Inc	[2026-06-30]	SOLE	346,501	346,501
Gradient Investments LLC	[2026-06-30]	SOLE	0	301,721
Henry James International Management Inc	[2026-06-30]	SOLE	296,712	296,712
Jones Collombin Investment Counsel Inc	[2026-06-30]	SOLE	186,469	186,469
Myriad Asset Management Advisors LLC	[2026-06-30]	SOLE	161,926	161,926
Aaron Wealth Advisors LLC	[2026-06-30]	SOLE	150,101	150,101
Legacy Wealth Asset Management LLC	[2026-06-30]	SOLE	138,018	138,018
BTC Capital Management Inc	[2026-06-30]	DFND	0	108,164
Confluence Investment Management LLC	[2026-06-30]	SOLE	104,345	106,721
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	98,633
GC Wealth Management RIA LLC	[2026-06-30]	SOLE	93,174	93,174
Ballentine Partners LLC	[2026-06-30]	OTR	0	88,519
Y-Intercept Hong Kong Ltd	[2026-06-30]	SOLE	80,948	80,948
Sequoia Financial Advisors LLC	[2026-06-30]	SOLE	0	80,661
Gamma Investing LLC	[2026-06-30]	DFND	71,040	71,040
Versant Capital Management Inc	[2026-06-30]	SOLE	68,945	68,945
	[2026-06-30]	SOLE	0	64,047
Harbour Capital Advisors LLC	[2026-06-30]	SOLE	62,360	62,360
Venturi Wealth Management LLC	[2026-06-30]	OTR	0	57,159
Davenport & Company LLC	[2026-06-30]	SOLE	31,382	56,382
Intrack Investment Management Inc	[2026-06-30]	SOLE	14,127	55,301
Linden Thomas Advisory Services LLC	[2026-06-30]	SOLE	0	52,854
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	2,140	49,645
Trust Point Inc	[2026-06-30]	SOLE	23,276	49,093
Burns Matteson Capital Management LLC	[2026-06-30]	SOLE	47,835	47,835
Mission Wealth Management LP	[2026-06-30]	SOLE	0	47,053
Prospera Financial Services Inc	[2026-06-30]	SOLE	0	46,090
Successful Portfolios LLC	[2026-06-30]	SOLE	44,032	44,032
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