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Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Congress Asset Management Co	[2026-06-30]	SOLE	702,605	827,835
Ninety One UK Ltd	[2026-06-30]	SOLE	591,808	591,808
Wealth Enhancement Advisory Services LLC	[2026-06-30]	SOLE	5,273	121,152
Eastern Bank	[2026-06-30]	SOLE	96,485	96,743
Merit Financial Group LLC	[2026-06-30]	SOLE	39	35,455
Orser Capital Management LLC	[2026-06-30]	SOLE	0	29,241
Radnor Capital Management LLC	[2026-06-30]	SOLE	26,130	26,130
Scott & Selber Inc	[2026-06-30]	SOLE	21,287	21,287
Merit Financial Group LLC	[2026-06-30]	OTR	0	19,944
Grimes & Company Inc	[2026-06-30]	SOLE	18,927	18,927
Envestnet Portfolio Solutions Inc	[2026-06-30]	SOLE	15,706	15,706
Harbour Capital Advisors LLC	[2026-06-30]	SOLE	15,595	15,595
Waddell & Associates LLC	[2026-06-30]	SOLE	0	14,288
PVG Asset Management Corp	[2026-06-30]	SOLE	166	13,715
NorthCrest Asset Manangement LLC	[2026-06-30]	SOLE	611	12,638
PKO Investment Management Joint-Stock Co	[2026-06-30]	SOLE	12,500	12,500
Central Pacific Bank - Trust Division	[2026-06-30]	DFND	0	12,175
Dougherty & Associates LLC	[2026-06-30]	SOLE	0	11,066
Spire Wealth Management	[2026-06-30]	SOLE	0	10,811
Mission Wealth Management LP	[2026-06-30]	SOLE	0	7,321
Sheets Smith Wealth Management	[2026-06-30]	SOLE	6,070	6,070
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	6,033
Legacy Wealth Asset Management LLC	[2026-06-30]	SOLE	5,767	5,767
Davenport & Company LLC	[2026-06-30]	SOLE	5,146	5,446
Sequoia Financial Advisors LLC	[2026-06-30]	SOLE	0	5,376
RiversEdge Advisors LLC	[2026-06-30]	SOLE	0	4,671
IFP Advisors LLC	[2026-06-30]	SOLE	4,626	4,626
Portside Wealth Group LLC	[2026-06-30]	SOLE	0	3,970
Gateway Investment Advisers LLC	[2026-06-30]	SOLE	3,894	3,894
Eastern Bank	[2026-06-30]	DFND	3,888	3,888
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