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Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Atwood & Palmer Inc	[2026-06-30]	SOLE	2,455,885	2,457,295
Henry James International Management Inc	[2026-06-30]	SOLE	1,060,067	1,060,067
QRG Capital Management Inc	[2026-06-30]	SOLE	503,323	503,323
Crossmark Global Holdings Inc	[2026-06-30]	SOLE	444,695	444,695
Bar Harbor Wealth Management	[2026-06-30]	DFND	424,432	424,432
ABC Arbitrage Sa	[2026-06-30]	OTR	0	388,602
Capelight Capital Asset Management LP	[2026-06-30]	SOLE	0	260,000
Annex Advisory Services LLC	[2026-06-30]	SOLE	246,742	246,742
TB Alternative Assets Ltd	[2026-06-30]	DFND	242,550	242,550
Y-Intercept Hong Kong Ltd	[2026-06-30]	SOLE	222,825	222,825
Connective Portfolio Management LLC	[2026-06-30]	SOLE	133,700	133,700
Capstone Capital Management Ltd	[2026-06-30]	SOLE	115,367	115,367
Sequoia Financial Advisors LLC	[2026-06-30]	SOLE	0	112,046
Great Diamond Partners LLC	[2026-06-30]	SOLE	103,797	103,797
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	1,499	94,086
Mission Wealth Management LP	[2026-06-30]	SOLE	0	93,602
Ballentine Partners LLC	[2026-06-30]	OTR	0	82,788
Aaron Wealth Advisors LLC	[2026-06-30]	SOLE	76,031	76,031
GC Wealth Management RIA LLC	[2026-06-30]	SOLE	72,699	72,699
Prospera Financial Services Inc	[2026-06-30]	SOLE	0	69,514
Burns Matteson Capital Management LLC	[2026-06-30]	SOLE	57,601	57,601
Central Pacific Bank - Trust Division	[2026-06-30]	DFND	0	54,249
Diversified Trust Co	[2026-06-30]	SOLE	105	52,287
Portside Wealth Group LLC	[2026-06-30]	SOLE	0	49,343
Aspiriant LLC	[2026-06-30]	SOLE	0	45,562
Sowell Financial Services LLC	[2026-06-30]	SOLE	45,267	45,267
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	42,006
Gallacher Capital Management LLC	[2026-06-30]	SOLE	0	39,466
Gamma Investing LLC	[2026-06-30]	DFND	26,390	26,390
Dedora Capital Inc	[2026-06-30]	SOLE	0	25,707
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