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Type	Result	AUM ($B)

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Morton Capital Management LLC/CA	[2025-06-30]	SOLE	0	3,878,128
LPL Financial LLC	[2025-06-30]	SOLE	0	3,088,565
Cetera Investment Advisers	[2025-06-30]	SOLE	0	1,697,363
Pitcairn Co	[2025-06-30]	DFND	1,110,805	1,110,805
Envestnet Asset Management Inc	[2025-06-30]	SOLE	919,041	919,041
Raymond James Financial Inc	[2025-06-30]	DFND	3,413	791,392
Ameriprise Financial Inc	[2025-06-30]	DFND	0	770,869
Wealth Enhancement Advisory Services LLC	[2025-06-30]	SOLE	0	703,054
Quadrature Capital Ltd	[2025-06-30]	OTR	0	636,339
Modern Wealth Management LLC	[2025-06-30]	SOLE	0	601,865
Drake & Associates LLC	[2025-06-30]	SOLE	0	400,465
Silver Oak Securities Incorporated	[2025-06-30]	SOLE	0	377,149
Kiker Wealth Management LLC	[2025-06-30]	SOLE	0	364,970
Hightower Advisors LLC	[2025-06-30]	SOLE	348,580	348,580
Pekin Hardy Strauss Inc	[2025-06-30]	SOLE	50,000	336,360
JPMorgan Chase & Co	[2025-06-30]	DFND	308,445	308,445
Winnow Wealth LLC	[2025-06-30]	SOLE	0	288,706
Accordant Advisory Group Inc	[2025-06-30]	SOLE	0	288,706
Money Concepts Capital Corp	[2025-06-30]	SOLE	0	243,152
Solstein Capital LLC	[2025-06-30]	SOLE	240,374	240,374
Dogwood Wealth Management LLC	[2025-06-30]	SOLE	0	216,953
Smart Money Group LLC	[2025-06-30]	SOLE	0	213,434
Ameritas Advisory Services LLC	[2025-06-30]	SOLE	0	207,547
Lifeworks Advisors LLC	[2025-06-30]	SOLE	0	204,533
Farther Finance Advisors LLC	[2025-06-30]	SOLE	0	186,906
Osaic Holdings Inc	[2025-06-30]	DFND	0	181,094
Security National Bank	[2025-06-30]	SOLE	175,478	175,478
Samalin Investment Counsel LLC	[2025-06-30]	SOLE	0	169,439
PDS Planning Inc	[2025-06-30]	SOLE	0	167,778
Advisory Services Network LLC	[2025-06-30]	SOLE	166,729	166,729
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