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Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Sequoia Financial Advisors LLC	[2026-06-30]	SOLE	0	48,420
Ballentine Partners LLC	[2026-06-30]	OTR	0	23,556
Venturi Wealth Management LLC	[2026-06-30]	OTR	0	20,439
Gamma Investing LLC	[2026-06-30]	DFND	8,530	8,530
Aaron Wealth Advisors LLC	[2026-06-30]	SOLE	7,864	7,864
Crossmark Global Holdings Inc	[2026-06-30]	SOLE	6,509	6,509
Generali Investments CEE investicni spolecnost as	[2026-06-30]	SOLE	5,500	5,500
QRG Capital Management Inc	[2026-06-30]	SOLE	4,682	4,682
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	2,739
Physician Wealth Advisors Inc	[2026-06-30]	SOLE	0	369
True Wealth Design LLC	[2026-06-30]	SOLE	0	324
JFS Wealth Advisors LLC	[2026-06-30]	SOLE	0	173
LRI Investments LLC	[2026-06-30]	SOLE	119	119
Highline Wealth Partners LLC	[2026-06-30]	SOLE	117	117
Gleason Group Inc	[2026-06-30]	SOLE	0	114
Versant Capital Management Inc	[2026-06-30]	SOLE	80	80
IFP Advisors LLC	[2026-06-30]	SOLE	60	60
Noble Wealth Management PBC	[2026-06-30]	SOLE	29	29
BFSG LLC	[2026-06-30]	SOLE	0	20
Trust Co	[2026-06-30]	SOLE	12	12
Abound Wealth Management	[2026-06-30]	SOLE	0	11
Ares Financial Consulting LLC	[2026-06-30]	SOLE	11	11
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