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Type	Result	AUM ($B)

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Shaker Financial Services LLC	[2025-06-30]	SOLE	137,023	140,102
Melfa Wealth Management Inc	[2025-06-30]	SOLE	0	74,629
Envestnet Asset Management Inc	[2025-06-30]	SOLE	71,486	71,486
Park Avenue Securities LLC	[2025-06-30]	SOLE	0	64,926
Newedge Advisors LLC	[2025-06-30]	SOLE	0	47,888
Fiera Capital Corp	[2025-06-30]	OTR	42,163	42,163
UBS Group AG	[2025-06-30]	DFND	0	28,986
Uncommon Cents Investing LLC	[2025-06-30]	SOLE	0	22,165
Mallini Complete Financial Planning LLC	[2025-06-30]	SOLE	0	18,943
Wells Fargo & Company/MN	[2025-06-30]	DFND	1	12,878
Integrated Capital Management Inc	[2025-06-30]	SOLE	0	12,271
Morgan Stanley	[2025-06-30]	DFND	1	12,044
Wealth Enhancement Advisory Services LLC	[2025-06-30]	SOLE	0	10,938
Osaic Holdings Inc	[2025-06-30]	DFND	0	6,845
CIBC Private Wealth Group LLC	[2025-06-30]	SOLE	3,505	3,505
Royal Bank of Canada	[2025-06-30]	DFND	3,000	3,000
Atlantic Union Bankshares Corp	[2025-06-30]	SOLE	0	2,362
Corecap Advisors LLC	[2025-06-30]	SOLE	605	605
Key Financial Inc	[2025-06-30]	SOLE	0	421
Rothschild Investment LLC	[2025-06-30]	SOLE	0	373
Raymond James Financial Inc	[2025-06-30]	DFND	0	173
Concourse Financial Group Securities Inc	[2025-06-30]	SOLE	0	0
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