| FIFTH THIRD BANCORP | 5.93K | Sep 30, 26 | -999 | 0.16% |
| LPL Financial LLC | 4.97K | Sep 30, 26 | -109 | 0.13% |
| Summit Asset Management, LLC | 4.86K | Sep 30, 26 | -- | 0.13% |
| Aprio Wealth Management, LLC | 2.34K | Sep 30, 26 | +2.34K | 0.06% |
| Caldwell Trust Co | 974 | Sep 30, 26 | -- | 0.03% |
| ENVESTNET ASSET MANAGEMENT INC | 3.03M | Jun 30, 26 | -83.82K | 80.06% |
| AMERICAN CENTURY COMPANIES INC | 203.34K | Jun 30, 26 | +18.72K | 5.37% |
| CARY STREET PARTNERS FINANCIAL LLC | 47.30K | Jun 30, 26 | +47.30K | 1.25% |
| Focus Partners Wealth | 11.61K | Jun 30, 26 | -281.67K | 0.31% |
| MML INVESTORS SERVICES, LLC | 7.05K | Jun 30, 26 | +753 | 0.19% |
| FIFTH THIRD BANCORP | 6.93K | Jun 30, 26 | -55 | 0.18% |
| Cetera Investment Advisers | 4.80K | Jun 30, 26 | +411 | 0.13% |
| CITADEL ADVISORS LLC | 4.38K | Jun 30, 26 | -1.92K | 0.12% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4.28K | Jun 30, 26 | -63 | 0.11% |
| FMR LLC | 3.52K | Jun 30, 26 | +828 | 0.09% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3.43K | Jun 30, 26 | +3.43K | 0.09% |
| RAYMOND JAMES FINANCIAL INC | 2.58K | Jun 30, 26 | +2.58K | 0.07% |
| MORGAN STANLEY | 1.17K | Jun 30, 26 | -- | 0.03% |
| UBS Group AG | 571 | Jun 30, 26 | +571 | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 296 | Jun 30, 26 | +296 | 0.01% |
| JPMORGAN CHASE & CO | 137 | Jun 30, 26 | -1.66K | 0.00% |
| ROYAL BANK OF CANADA | 80 | Jun 30, 26 | +80 | 0.00% |
| VANGUARD ADVISERS INC | 4 | Jun 30, 26 | -- | 0.00% |
| TWO SIGMA INVESTMENTS, LP | -- | Jun 30, 26 | -4.65K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -120 | -- |
| COMERICA BANK | 6.55K | Dec 31, 25 | +12 | 0.17% |
| Merriman Wealth Management, LLC | 261.33K | Dec 31, 24 | +9.98K | 6.90% |
| Aspire Wealth Management Corp | 736 | Sep 30, 24 | +736 | 0.02% |
