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Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Gradient Investments LLC	[2026-06-30]	SOLE	0	190,819
Sequoia Financial Advisors LLC	[2026-06-30]	SOLE	0	115,030
Y-Intercept Hong Kong Ltd	[2026-06-30]	SOLE	65,344	65,344
Ballentine Partners LLC	[2026-06-30]	OTR	0	65,117
Henry James International Management Inc	[2026-06-30]	SOLE	58,204	58,204
Capstone Capital Management Ltd	[2026-06-30]	SOLE	35,849	35,849
QRG Capital Management Inc	[2026-06-30]	SOLE	19,069	19,069
BSW Wealth Partners	[2026-06-30]	SOLE	0	16,349
A D Beadell Investment Counsel Inc	[2026-06-30]	SOLE	2,052	14,502
Burns Matteson Capital Management LLC	[2026-06-30]	SOLE	14,278	14,278
Chicago Trust Co NA	[2026-06-30]	SOLE	10,072	12,075
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	4,038	10,938
Venturi Wealth Management LLC	[2026-06-30]	OTR	0	9,759
Aaron Wealth Advisors LLC	[2026-06-30]	SOLE	8,769	8,769
Foster Group Inc	[2026-06-30]	SOLE	0	7,269
Gamma Investing LLC	[2026-06-30]	DFND	7,202	7,202
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	5,775
Generali Investments CEE investicni spolecnost as	[2026-06-30]	SOLE	3,000	3,000
Chicago Trust Co NA	[2026-06-30]	OTR	1,014	2,457
HM Payson & Co	[2026-06-30]	SOLE	300	2,122
Investors Research Corp	[2026-06-30]	SOLE	0	1,623
LRI Investments LLC	[2026-06-30]	SOLE	901	901
IFP Advisors LLC	[2026-06-30]	SOLE	746	746
Physician Wealth Advisors Inc	[2026-06-30]	SOLE	0	629
True Wealth Design LLC	[2026-06-30]	SOLE	0	341
Roxbury Financial LLC	[2026-06-30]	SOLE	0	299
Rosenberg Matthew Hamilton	[2026-06-30]	SOLE	247	247
Gleason Group Inc	[2026-06-30]	SOLE	0	219
Versant Capital Management Inc	[2026-06-30]	SOLE	190	190
Elevation Wealth Partners LLC	[2026-06-30]	SOLE	0	184
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