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Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Ballentine Partners LLC	[2026-06-30]	OTR	0	69,465
Legacy Wealth Asset Management LLC	[2026-06-30]	SOLE	60,099	60,099
Burns Matteson Capital Management LLC	[2026-06-30]	SOLE	36,531	36,531
Sequoia Financial Advisors LLC	[2026-06-30]	SOLE	0	33,820
BSW Wealth Partners	[2026-06-30]	SOLE	0	26,449
Crossmark Global Holdings Inc	[2026-06-30]	SOLE	20,298	20,298
Sowell Financial Services LLC	[2026-06-30]	SOLE	14,261	14,261
QRG Capital Management Inc	[2026-06-30]	SOLE	13,770	13,770
First Growth Capital LLC	[2026-06-30]	SOLE	12,665	12,665
Alhambra Investment Management LLC	[2026-06-30]	SOLE	4,163	12,534
Gamma Investing LLC	[2026-06-30]	DFND	10,980	10,980
B Riley Wealth Advisors Inc	[2026-06-30]	SOLE	10,305	10,305
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	8,809
IFP Advisors LLC	[2026-06-30]	SOLE	2,750	2,750
Spire Wealth Management	[2026-06-30]	SOLE	0	1,075
Byrne Asset Management LLC	[2026-06-30]	SOLE	1,000	1,000
Country Trust Bank	[2026-06-30]	SOLE	432	432
Elevation Wealth Partners LLC	[2026-06-30]	SOLE	0	247
Physician Wealth Advisors Inc	[2026-06-30]	SOLE	0	236
Dogwood Wealth Management LLC	[2026-06-30]	SOLE	137	137
True Wealth Design LLC	[2026-06-30]	SOLE	0	130
Ares Financial Consulting LLC	[2026-06-30]	SOLE	122	122
JFS Wealth Advisors LLC	[2026-06-30]	SOLE	0	91
LRI Investments LLC	[2026-06-30]	SOLE	9	9
Salem Investment Counselors Inc	[2026-06-30]	SOLE	0	0
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