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Type	Result	AUM ($B)

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
JP Wealth Management Inc	[2025-06-30]	SOLE	3,213,023	3,213,023
1607 Capital Partners LLC	[2025-06-30]	SOLE	2,585,334	2,585,334
Kovitz Investment Group Partners LLC	[2025-06-30]	SOLE	1,467,340	1,476,147
Morgan Stanley	[2025-06-30]	DFND	1	1,228,234
Northside Capital Management LLC	[2025-06-30]	SOLE	1,021,828	1,058,672
Raymond James Financial Inc	[2025-06-30]	DFND	0	957,307
Ameriprise Financial Inc	[2025-06-30]	DFND	0	875,524
Seabridge Investment Advisors LLC	[2025-06-30]	SOLE	805,169	805,169
Wells Fargo & Company/MN	[2025-06-30]	DFND	1	244,449
UBS Group AG	[2025-06-30]	DFND	28,198	183,825
Riverbridge Partners LLC	[2025-06-30]	SOLE	170,101	170,101
Whipplewood Advisors LLC	[2025-06-30]	SOLE	0	158,266
Osaic Holdings Inc	[2025-06-30]	DFND	0	86,054
Jane Street Group LLC	[2025-06-30]	DFND	70,281	70,281
First Foundation Advisors	[2025-06-30]	SOLE	51,173	52,994
Hightower Advisors LLC	[2025-06-30]	SOLE	51,823	51,823
Intellus Advisors LLC	[2025-06-30]	SOLE	0	49,754
Institute for Wealth Management LLC	[2025-06-30]	SOLE	0	49,004
RDA Financial Network	[2025-06-30]	SOLE	0	45,853
Cary Street Partners Financial LLC	[2025-06-30]	DFND	43,294	45,294
Transatlantique Private Wealth LLC	[2025-06-30]	DFND	0	44,617
LPL Financial LLC	[2025-06-30]	SOLE	0	43,059
Sigma Planning Corp	[2025-06-30]	SOLE	0	41,952
Bank of America Corp /DE/	[2025-06-30]	DFND	0	41,740
Uhlmann Price Securities LLC	[2025-06-30]	SOLE	38,746	38,746
Whitener Capital Management Inc	[2025-06-30]	SOLE	0	37,147
International Assets Investment Management LLC	[2025-06-30]	SOLE	0	37,059
MML Investors Services LLC	[2025-06-30]	DFND	0	35,930
HARA Capital LLC	[2025-06-30]	SOLE	34,223	34,223
Sowell Financial Services LLC	[2025-06-30]	SOLE	33,231	33,231
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