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Type	Result	AUM ($B)

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Morgan Stanley	[2025-06-30]	DFND	119,807	5,098,148
Bank of America Corp /DE/	[2025-06-30]	DFND	8,026	2,589,312
Raymond James Financial Inc	[2025-06-30]	DFND	56,813	2,055,112
Wells Fargo & Company/MN	[2025-06-30]	DFND	3	962,289
Mission Hills Financial Advisory LLC	[2025-06-30]	SOLE	799,685	799,685
Ameriprise Financial Inc	[2025-06-30]	DFND	0	795,613
LPL Financial LLC	[2025-06-30]	SOLE	0	764,110
Royal Bank of Canada	[2025-06-30]	DFND	717,230	723,485
UBS Group AG	[2025-06-30]	DFND	4,364	641,340
Lake Street Private Wealth LLC	[2025-06-30]	SOLE	427,025	427,025
Mariner LLC	[2025-06-30]	SOLE	0	392,297
Wealth Advisory Solutions LLC	[2025-06-30]	SOLE	0	353,564
CornerStone Advisors LLC	[2025-06-30]	SOLE	348,547	348,547
Cyndeo Wealth Partners LLC	[2025-06-30]	SOLE	0	346,710
Apollon Wealth Management LLC	[2025-06-30]	SOLE	0	298,986
Fortress Wealth Management Inc	[2025-06-30]	SOLE	208,498	265,670
Matrix Private Capital Group LLC	[2025-06-30]	SOLE	0	254,882
Castle Wealth Management LLC	[2025-06-30]	SOLE	0	246,929
Private Advisor Group LLC	[2025-06-30]	SOLE	0	216,583
Osaic Holdings Inc	[2025-06-30]	DFND	0	205,766
Quad-Cities Investment Group LLC	[2025-06-30]	SOLE	0	192,438
Sargent Investment Group LLC	[2025-06-30]	SOLE	0	186,430
Consolidated Portfolio Review Corp	[2025-06-30]	SOLE	0	176,616
Cetera Investment Advisers	[2025-06-30]	SOLE	0	172,159
Rockefeller Capital Management L.P.	[2025-06-30]	DFND	168,932	168,932
Samalin Investment Counsel LLC	[2025-06-30]	SOLE	0	146,668
Mutual Advisors LLC	[2025-06-30]	SOLE	0	145,680
Oppenheimer & Co Inc	[2025-06-30]	SOLE	137,984	137,984
Shaker Financial Services LLC	[2025-06-30]	SOLE	125,826	125,826
Mariner LLC	[2025-06-30]	OTR	0	122,557
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