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Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
ABC Arbitrage Sa	[2026-06-30]	OTR	0	288,740
Gradient Investments LLC	[2026-06-30]	SOLE	0	184,961
QRG Capital Management Inc	[2026-06-30]	SOLE	153,633	153,633
Crossmark Global Holdings Inc	[2026-06-30]	SOLE	101,451	101,451
Davenport & Company LLC	[2026-06-30]	SOLE	37,734	55,165
Advisory Resource Group	[2026-06-30]	SOLE	0	45,065
GC Wealth Management RIA LLC	[2026-06-30]	SOLE	32,683	32,683
Legacy Wealth Asset Management LLC	[2026-06-30]	SOLE	27,087	27,087
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	44	27,017
Ballentine Partners LLC	[2026-06-30]	OTR	0	19,627
Aaron Wealth Advisors LLC	[2026-06-30]	SOLE	19,174	19,174
Empirical Financial Services LLC DBA Empirical Wealth Ma	[2026-06-30]	SOLE	18,011	18,011
Merit Financial Group LLC	[2026-06-30]	SOLE	0	16,229
Versant Capital Management Inc	[2026-06-30]	SOLE	15,912	15,912
Gallacher Capital Management LLC	[2026-06-30]	SOLE	0	14,507
Sequoia Financial Advisors LLC	[2026-06-30]	SOLE	0	12,934
Venturi Wealth Management LLC	[2026-06-30]	OTR	0	10,777
Net Worth Advisory Group	[2026-06-30]	SOLE	9,623	9,624
Gamma Investing LLC	[2026-06-30]	DFND	9,280	9,280
Trust Point Inc	[2026-06-30]	SOLE	5,733	8,334
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	5,807
Merit Financial Group LLC	[2026-06-30]	OTR	0	3,103
Owl Creek Wealth Partners LLC	[2026-06-30]	SOLE	0	1,472
Grove Bank & Trust	[2026-06-30]	SOLE	27	1,190
True Wealth Design LLC	[2026-06-30]	SOLE	0	377
Empirical Financial Services LLC DBA Empirical Wealth Ma	[2026-06-30]	OTR	342	342
JFS Wealth Advisors LLC	[2026-06-30]	SOLE	0	319
Ares Financial Consulting LLC	[2026-06-30]	SOLE	262	262
IFP Advisors LLC	[2026-06-30]	SOLE	245	245
Spire Wealth Management	[2026-06-30]	SOLE	0	218
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