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Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Sequoia Financial Advisors LLC	[2026-06-30]	SOLE	0	44,560
Ballentine Partners LLC	[2026-06-30]	OTR	0	42,708
Crossmark Global Holdings Inc	[2026-06-30]	SOLE	37,976	37,976
QRG Capital Management Inc	[2026-06-30]	SOLE	25,601	25,601
Legacy Wealth Asset Management LLC	[2026-06-30]	SOLE	17,602	17,602
Plan A Wealth LLC	[2026-06-30]	SOLE	15,305	15,305
Aaron Wealth Advisors LLC	[2026-06-30]	SOLE	15,101	15,101
Venturi Wealth Management LLC	[2026-06-30]	OTR	0	14,274
Empirical Financial Services LLC DBA Empirical Wealth Ma	[2026-06-30]	SOLE	9,087	9,087
Gamma Investing LLC	[2026-06-30]	DFND	8,698	8,698
Augustine Asset Management Inc	[2026-06-30]	SOLE	6,362	6,362
Confluence Investment Management LLC	[2026-06-30]	SOLE	6,290	6,290
Foster Group Inc	[2026-06-30]	SOLE	0	6,128
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	5,344
55 North Private Wealth LLC	[2026-06-30]	SOLE	0	4,482
Wellspring Financial Advisors LLC	[2026-06-30]	SOLE	0	4,346
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	0	4,159
BSW Wealth Partners	[2026-06-30]	SOLE	0	3,841
Valeo Financial Advisors LLC	[2026-06-30]	SOLE	3,364	3,365
Dynamic Advisor Solutions LLC	[2026-06-30]	SOLE	0	3,316
Merit Financial Group LLC	[2026-06-30]	OTR	0	2,564
Merit Financial Group LLC	[2026-06-30]	SOLE	0	1,577
HM Payson & Co	[2026-06-30]	OTR	0	882
JFS Wealth Advisors LLC	[2026-06-30]	SOLE	0	563
Empirical Financial Services LLC DBA Empirical Wealth Ma	[2026-06-30]	OTR	476	476
Elevation Wealth Partners LLC	[2026-06-30]	SOLE	0	368
Physician Wealth Advisors Inc	[2026-06-30]	SOLE	0	282
LRI Investments LLC	[2026-06-30]	SOLE	247	247
True Wealth Design LLC	[2026-06-30]	SOLE	0	220
Highline Wealth Partners LLC	[2026-06-30]	SOLE	218	218
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