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Type	Result	AUM

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Sequoia Financial Advisors LLC	[2026-06-30]	SOLE	0	48,470
Ballentine Partners LLC	[2026-06-30]	OTR	0	47,944
Venturi Wealth Management LLC	[2026-06-30]	OTR	0	15,786
Crossmark Global Holdings Inc	[2026-06-30]	SOLE	15,281	15,281
QRG Capital Management Inc	[2026-06-30]	SOLE	14,517	14,517
Aaron Wealth Advisors LLC	[2026-06-30]	SOLE	12,970	12,970
BSW Wealth Partners	[2026-06-30]	SOLE	0	11,640
Gamma Investing LLC	[2026-06-30]	DFND	10,136	10,136
Foster Group Inc	[2026-06-30]	SOLE	0	7,439
Centurion Wealth Management LLC	[2026-06-30]	SOLE	0	6,850
55 North Private Wealth LLC	[2026-06-30]	SOLE	0	5,090
Farther Finance Advisors LLC	[2026-06-30]	SOLE	0	4,104
Dynamic Advisor Solutions LLC	[2026-06-30]	SOLE	0	3,733
Eastern Bank	[2026-06-30]	DFND	2,437	2,437
HM Payson & Co	[2026-06-30]	OTR	0	1,016
JFS Wealth Advisors LLC	[2026-06-30]	SOLE	0	444
Elevation Wealth Partners LLC	[2026-06-30]	SOLE	0	358
LRI Investments LLC	[2026-06-30]	SOLE	304	304
Physician Wealth Advisors Inc	[2026-06-30]	SOLE	0	256
True Wealth Design LLC	[2026-06-30]	SOLE	0	232
Versant Capital Management Inc	[2026-06-30]	SOLE	149	149
Highline Wealth Partners LLC	[2026-06-30]	SOLE	99	99
IFP Advisors LLC	[2026-06-30]	SOLE	99	99
Gleason Group Inc	[2026-06-30]	SOLE	0	97
Granite FO LLC	[2026-06-30]	SOLE	0	43
Noble Wealth Management PBC	[2026-06-30]	SOLE	41	41
Dogwood Wealth Management LLC	[2026-06-30]	SOLE	40	40
Ares Financial Consulting LLC	[2026-06-30]	SOLE	40	40
Trust Co	[2026-06-30]	SOLE	16	16
Ballentine Partners LLC	[2026-06-30]	SOLE	0	13
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