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Type	Result	AUM ($B)

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Kovitz Investment Group Partners LLC	[2025-06-30]	SOLE	1,468,262	1,477,420
Shaker Financial Services LLC	[2025-06-30]	SOLE	263,914	266,728
Blue Bell Private Wealth Management LLC	[2025-06-30]	SOLE	210,616	246,594
CSS Llc/Il	[2025-06-30]	SOLE	118,279	118,279
Advisors Asset Management Inc	[2025-06-30]	SOLE	109,549	114,199
Scotia Capital Inc	[2025-06-30]	DFND	0	105,746
RiverNorth Capital Management LLC	[2025-06-30]	SOLE	103,488	103,488
Morgan Stanley	[2025-06-30]	DFND	1	71,070
First Manhattan Co LLC	[2025-06-30]	SOLE	0	31,510
Raymond James Financial Inc	[2025-06-30]	DFND	0	31,197
Envestnet Asset Management Inc	[2025-06-30]	SOLE	26,167	26,167
Oppenheimer & Co Inc	[2025-06-30]	SOLE	25,766	25,766
Cetera Investment Advisers	[2025-06-30]	SOLE	0	23,341
Osaic Holdings Inc	[2025-06-30]	DFND	0	22,514
Ancora Advisors LLC	[2025-06-30]	SOLE	21,560	21,560
Truist Financial Corp	[2025-06-30]	DFND	0	19,290
Sowell Financial Services LLC	[2025-06-30]	SOLE	17,369	17,369
Harbour Investments Inc	[2025-06-30]	SOLE	0	16,284
Live Oak Private Wealth LLC	[2025-06-30]	SOLE	14,853	14,853
Wells Fargo & Company/MN	[2025-06-30]	DFND	0	14,315
Commonwealth Equity Services LLC	[2025-06-30]	SOLE	0	13,884
Patron Partners LLC	[2025-06-30]	SOLE	13,825	13,825
Laird Norton Wetherby Wealth Management LLC	[2025-06-30]	SOLE	12,637	12,637
UBS Group AG	[2025-06-30]	DFND	131	6,364
MAI Capital Management	[2025-06-30]	SOLE	0	3,753
Global Retirement Partners LLC	[2025-06-30]	SOLE	0	3,241
Newedge Advisors LLC	[2025-06-30]	SOLE	0	2,162
Royal Bank of Canada	[2025-06-30]	DFND	1,074	2,148
Winmill & Co Inc	[2025-06-30]	DFND	2,000	2,000
Godsey & GIBB Inc	[2025-06-30]	SOLE	0	1,155
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