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Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
PMG Family Office LLC	[2026-06-30]	SOLE	0	60,839
High Point Wealth Management LLC	[2026-06-30]	SOLE	53,803	53,804
Shaker Financial Services LLC	[2026-06-30]	SOLE	45,069	45,069
Shulman Demeo Asset Management LLC	[2026-06-30]	SOLE	44,170	44,170
Hennion & Walsh Asset Management Inc	[2026-06-30]	SOLE	34,937	34,937
Sapient Capital LLC	[2026-06-30]	SOLE	16,814	16,814
Davenport & Company LLC	[2026-06-30]	SOLE	16,500	16,500
Dynamic Advisor Solutions LLC	[2026-06-30]	SOLE	0	16,017
Decision Investments Inc	[2026-06-30]	SOLE	0	10,069
Merit Financial Group LLC	[2026-06-30]	SOLE	0	9,895
Register Financial Advisors LLC	[2026-06-30]	SOLE	0	8,615
Cypress Wealth Services LLC	[2026-06-30]	SOLE	0	7,720
Procyon Advisors LLC	[2026-06-30]	SOLE	7,200	7,200
Main Street Group LTD	[2026-06-30]	SOLE	0	7,158
Bay Colony Advisory Group Inc D/B/a Bay Colony Advisors	[2026-06-30]	SOLE	0	6,685
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	6,067
Eastern Bank	[2026-06-30]	SOLE	2,293	2,293
IFP Advisors LLC	[2026-06-30]	SOLE	1,107	1,107
Thurston Springer Miller Herd & Titak Inc	[2026-06-30]	SOLE	1,000	1,000
Financial Management Professionals Inc	[2026-06-30]	SOLE	0	724
Noble Wealth Management PBC	[2026-06-30]	SOLE	375	375
Spire Wealth Management	[2026-06-30]	SOLE	0	352
Vermillion Wealth Management Inc	[2026-06-30]	SOLE	0	223
Goalvest Advisory LLC	[2026-06-30]	SOLE	213	213
Hickory Point Bank & Trust	[2026-06-30]	SOLE	200	200
Highline Wealth Partners LLC	[2026-06-30]	SOLE	100	100
FNY Investment Advisers LLC	[2026-06-30]	SOLE	3,800	3
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