| CIBC Bancorp USA Inc. | 16.73M | Sep 30, 26 | +91.66K | 87.88% |
| Savant Capital, LLC | 325.82K | Sep 30, 26 | +161.27K | 1.71% |
| Quantinno Capital Management LP | 39.44K | Sep 30, 26 | +39.44K | 0.21% |
| MML INVESTORS SERVICES, LLC | 37.60K | Sep 30, 26 | +24.74K | 0.20% |
| UBS Group AG | 37.25K | Sep 30, 26 | -501 | 0.20% |
| MORGAN STANLEY | 36.68K | Sep 30, 26 | +837 | 0.19% |
| BLAIR WILLIAM & CO/IL | 36.31K | Sep 30, 26 | +7.73K | 0.19% |
| Orion Porfolio Solutions, LLC | 25.51K | Sep 30, 26 | -48.80K | 0.13% |
| Cerity Partners LLC | 23.08K | Sep 30, 26 | -- | 0.12% |
| Rockefeller Capital Management L.P. | 20.34K | Sep 30, 26 | -- | 0.11% |
| Battery Global Advisors, LLC | 19.89K | Sep 30, 26 | +305 | 0.10% |
| AlphaCore Capital LLC | 17.13K | Sep 30, 26 | -- | 0.09% |
| CAPTRUST FINANCIAL ADVISORS | 8.79K | Sep 30, 26 | -- | 0.05% |
| Quadcap Wealth Management, LLC | 7.99K | Sep 30, 26 | -- | 0.04% |
| US BANCORP \DE\ | 7.50K | Sep 30, 26 | -7.50K | 0.04% |
| Mariner, LLC | 6.99K | Sep 30, 26 | -- | 0.04% |
| COMPASS FINANCIAL MANAGEMENT LLC | 6.71K | Sep 30, 26 | +6.71K | 0.04% |
| MGO ONE SEVEN LLC | 6.40K | Sep 30, 26 | -- | 0.03% |
| FIFTH THIRD BANCORP | 3.11K | Sep 30, 26 | -- | 0.02% |
| JPMORGAN CHASE & CO | 556 | Sep 30, 26 | +556 | 0.00% |
| MAI Capital Management | -- | Sep 30, 26 | -15.46K | -- |
| RAYMOND JAMES FINANCIAL INC | -- | Sep 30, 26 | -5.82K | -- |
| COMMERCE BANK | -- | Sep 30, 26 | -5.85K | -- |
| Orion Porfolio Solutions, LLC | 74.31K | Jun 30, 26 | +740 | 0.39% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 38.84K | Jun 30, 26 | +3.63K | 0.20% |
| BROWN ADVISORY INC | 38.10K | Jun 30, 26 | -- | 0.20% |
| MORGAN STANLEY | 35.84K | Jun 30, 26 | +252 | 0.19% |
| Cerity Partners LLC | 23.08K | Jun 30, 26 | -- | 0.12% |
| Rockefeller Capital Management L.P. | 20.34K | Jun 30, 26 | -- | 0.11% |
| AQR CAPITAL MANAGEMENT LLC | 17.32K | Jun 30, 26 | -- | 0.09% |
| WELLS FARGO & COMPANY/MN | 15.93K | Jun 30, 26 | +15.93K | 0.08% |
| MAI Capital Management | 15.46K | Jun 30, 26 | -650 | 0.08% |
| PCM Encore, LLC | 13.72K | Jun 30, 26 | -- | 0.07% |
| Equitable Holdings, Inc. | 13.54K | Jun 30, 26 | -2.12K | 0.07% |
| MML INVESTORS SERVICES, LLC | 12.86K | Jun 30, 26 | +1.76K | 0.07% |
| Cresset Asset Management, LLC | 7.27K | Jun 30, 26 | +86 | 0.04% |
| RAYMOND JAMES FINANCIAL INC | 5.82K | Jun 30, 26 | -545 | 0.03% |
| MERCER GLOBAL ADVISORS INC /ADV | 2.22K | Jun 30, 26 | +2.22K | 0.01% |
| ROYAL BANK OF CANADA | 1.64K | Jun 30, 26 | -- | 0.01% |
| Ancora Advisors LLC | 1.10K | Jun 30, 26 | +1.10K | 0.01% |
| CVA Family Office, LLC | 16 | Jun 30, 26 | -- | 0.00% |
| ENVESTNET ASSET MANAGEMENT INC | -- | Jun 30, 26 | -6.78K | -- |
| JPMORGAN CHASE & CO | -- | Jun 30, 26 | -225 | -- |
| EXENCIAL WEALTH ADVISORS, LLC | 220.57K | Mar 31, 26 | -1.81K | 1.16% |
| CWM, LLC | 300 | Mar 31, 26 | -- | 0.00% |
| CIBC Private Wealth Group LLC | 16.19M | Dec 31, 25 | +258.63K | 85.05% |
| Orion Portfolio Solutions, LLC | 71.10K | Mar 31, 25 | +696 | 0.37% |
| RAYMOND JAMES & ASSOCIATES | 10.82K | Sep 30, 24 | -- | 0.06% |
| BDO Wealth Advisors, LLC | 856 | Jun 30, 23 | -- | 0.00% |
| Covington Capital Management | 884 | Sep 30, 22 | +884 | 0.00% |
| BRINKER CAPITAL INC | 71.84K | Jun 30, 20 | +3.47K | 0.38% |
| CIBC BANK USA | 111.49K | Dec 31, 19 | +90.55K | 0.59% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 1.16K | Dec 31, 19 | +20 | 0.01% |
| Advisor Group, Inc. | 301 | Dec 31, 19 | -- | 0.00% |
| SUNTRUST BANKS INC | 131.00K | Sep 30, 19 | -69.94K | 0.69% |
| MSI Financial Services Inc | 10.71K | Dec 31, 16 | +10.71K | 0.06% |
| Bank of Kentucky, Inc. | -- | Mar 31, 15 | -3.50K | -- |
| Placemark Investments, Inc. | 62.02K | Dec 31, 14 | +10.89K | 0.33% |
| UBS AG | 8.40K | Sep 30, 14 | +8.07K | 0.04% |
