| Evensky & Katz LLC | 753.80K | Jun 30, 26 | +16.80K | 16.91% |
| ENZI WEALTH | 715.90K | Jun 30, 26 | +38.89K | 16.06% |
| AMERICAN CENTURY COMPANIES INC | 545.80K | Jun 30, 26 | +106.04K | 12.24% |
| ECLECTIC ASSOCIATES INC /ADV | 486.21K | Jun 30, 26 | +78.40K | 10.90% |
| Moisand Fitzgerald Tamayo, LLC | 453.49K | Jun 30, 26 | +8.76K | 10.17% |
| Three Arch Wealth Management LLC | 401.17K | Jun 30, 26 | +17.66K | 9.00% |
| Falcon Wealth Planning | 326.92K | Jun 30, 26 | +8.57K | 7.33% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 295.81K | Jun 30, 26 | +65.04K | 6.63% |
| LPL Financial LLC | 225.53K | Jun 30, 26 | +106.61K | 5.06% |
| COMMERCE BANK | 202.00K | Jun 30, 26 | +78.38K | 4.53% |
| FINANCIAL MANAGEMENT NETWORK INC | 188.84K | Jun 30, 26 | +41.40K | 4.24% |
| Family Investment Center, Inc. | 172.97K | Jun 30, 26 | +12.06K | 3.88% |
| Prosperity Planning, Inc. | 157.11K | Jun 30, 26 | +11.39K | 3.52% |
| MORGAN STANLEY | 137.45K | Jun 30, 26 | +137.43K | 3.08% |
| WMG Financial Advisors, LLC | 136.54K | Jun 30, 26 | -1.95K | 3.06% |
| IHT Wealth Management, LLC | 119.94K | Jun 30, 26 | +746 | 2.69% |
| PNC FINANCIAL SERVICES GROUP, INC. | 112.16K | Jun 30, 26 | +40.50K | 2.52% |
| CI Private Wealth, LLC | 110.52K | Jun 30, 26 | +49.11K | 2.48% |
| Rialto Wealth Management, LLC | 103.57K | Jun 30, 26 | +4.92K | 2.32% |
| Quadcap Wealth Management, LLC | 100.66K | Jun 30, 26 | +2.01K | 2.26% |
| B&D White Capital Company, LLC | 96.92K | Jun 30, 26 | -13.56K | 2.17% |
| Team Financial Group, LLC | 96.36K | Jun 30, 26 | +4.79K | 2.16% |
| Maridea Wealth Management LLC | 83.67K | Jun 30, 26 | +2.55K | 1.88% |
| Allegheny Financial Group LTD | 80.92K | Jun 30, 26 | +64.98K | 1.81% |
| Farther Finance Advisors, LLC | 63.24K | Jun 30, 26 | +8.17K | 1.42% |
| Triangle Securities Wealth Management | 60.28K | Jun 30, 26 | +13.02K | 1.35% |
| Glenview Trust Co | 49.08K | Jun 30, 26 | +49.08K | 1.10% |
| Henderson Brothers Financial Partners, LLC | 45.04K | Jun 30, 26 | -44.37K | 1.01% |
| ENVESTNET ASSET MANAGEMENT INC | 41.15K | Jun 30, 26 | +9.90K | 0.92% |
| Premier Path Wealth Partners, LLC | 37.03K | Jun 30, 26 | +5.27K | 0.83% |
| FIRST NATIONAL BANK SIOUX FALLS | 36.72K | Jun 30, 26 | -- | 0.82% |
| PEAPACK GLADSTONE FINANCIAL CORP | 36.44K | Jun 30, 26 | +7.29K | 0.82% |
| Chicago Partners Investment Group LLC | 30.25K | Jun 30, 26 | +1.07K | 0.68% |
| Haven Private, LLC | 26.12K | Jun 30, 26 | +3.61K | 0.59% |
| TWO SIGMA INVESTMENTS, LP | 22.40K | Jun 30, 26 | +22.40K | 0.50% |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 21.18K | Jun 30, 26 | +7.70K | 0.48% |
| ADVISOR GROUP HOLDINGS, INC. | 18.25K | Jun 30, 26 | +2.02K | 0.41% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 17.73K | Jun 30, 26 | +15.79K | 0.40% |
| Atria Investments, Inc | 17.29K | Jun 30, 26 | +17.29K | 0.39% |
| WORLD EQUITY GROUP, INC. | 17.28K | Jun 30, 26 | +17.28K | 0.39% |
| Herold Advisors, Inc. | 17.05K | Jun 30, 26 | +2.46K | 0.38% |
| Nvest Wealth Strategies, Inc. | 15.18K | Jun 30, 26 | +317 | 0.34% |
| Networth Advisors, LLC | 14.11K | Jun 30, 26 | +14.11K | 0.32% |
| Kestra Advisory Services, LLC | 12.90K | Jun 30, 26 | +1.19K | 0.29% |
| Legacy Capital Wealth Partners, LLC | 11.97K | Jun 30, 26 | -10 | 0.27% |
| Capital Analysts, LLC | 11.36K | Jun 30, 26 | -35 | 0.25% |
| Global Retirement Partners, LLC | 10.68K | Jun 30, 26 | +10.68K | 0.24% |
| SEEDS INVESTOR LLC | 9.98K | Jun 30, 26 | +2.82K | 0.22% |
| Wedmont Private Capital | 9.63K | Jun 30, 26 | +415 | 0.22% |
| Diversify Advisory Services, LLC | 9.43K | Jun 30, 26 | +9.43K | 0.21% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 9.43K | Jun 30, 26 | +1.41K | 0.21% |
| GOLDMAN SACHS GROUP INC | 9.24K | Jun 30, 26 | +9.24K | 0.21% |
| Beacon Pointe Advisors, LLC | 9.10K | Jun 30, 26 | +593 | 0.20% |
| Waverly Advisors, LLC | 7.75K | Jun 30, 26 | +7.75K | 0.17% |
| PACES FERRY WEALTH ADVISORS, LLC | 6.92K | Jun 30, 26 | -- | 0.16% |
| GUYASUTA INVESTMENT ADVISORS INC | 6.89K | Jun 30, 26 | -- | 0.15% |
| ProCore Advisors, LLC | 6.82K | Jun 30, 26 | +560 | 0.15% |
| Plancorp, LLC | 6.73K | Jun 30, 26 | -- | 0.15% |
| Signature Resources Capital Management, LLC | 6.61K | Jun 30, 26 | +404 | 0.15% |
| Equitable Holdings, Inc. | 6.41K | Jun 30, 26 | +708 | 0.14% |
| Savant Capital, LLC | 6.36K | Jun 30, 26 | -- | 0.14% |
| MAI Capital Management | 6.01K | Jun 30, 26 | +5.05K | 0.13% |
| HARBOR INVESTMENT ADVISORY, LLC | 5.65K | Jun 30, 26 | +2.90K | 0.13% |
| Gladstone Institutional Advisory LLC | 5.18K | Jun 30, 26 | -27 | 0.12% |
| LexAurum Advisors, LLC | 4.99K | Jun 30, 26 | -19 | 0.11% |
| NWAM LLC | 4.52K | Jun 30, 26 | +4.52K | 0.10% |
| Stegent Equity Advisors, Inc. | 4.22K | Jun 30, 26 | -36 | 0.09% |
| Cambridge Investment Research Advisors, Inc. | 3.97K | Jun 30, 26 | +3.97K | 0.09% |
| Private Advisor Group, LLC | 3.81K | Jun 30, 26 | -857 | 0.09% |
| J. M. Brown & Associates Inc. | 3.72K | Jun 30, 26 | +3.72K | 0.08% |
| Paragon Advisors, LLC | 3.72K | Jun 30, 26 | -- | 0.08% |
| Bedel Financial Consulting, Inc. | 3.51K | Jun 30, 26 | +3.51K | 0.08% |
| PFG Advisors | 3.39K | Jun 30, 26 | -- | 0.08% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2.90K | Jun 30, 26 | +2.90K | 0.07% |
| MML INVESTORS SERVICES, LLC | 2.82K | Jun 30, 26 | +2.82K | 0.06% |
| FAS Wealth Partners, Inc. | 803 | Jun 30, 26 | +3 | 0.02% |
| PRIVATE TRUST CO NA | 750 | Jun 30, 26 | -- | 0.02% |
| Rossby Financial, LCC | 642 | Jun 30, 26 | +68 | 0.01% |
| Rockefeller Capital Management L.P. | 637 | Jun 30, 26 | +2 | 0.01% |
| IFP Advisors, Inc | 619 | Jun 30, 26 | -- | 0.01% |
| Medallion Wealth Advisors, LLC | 529 | Jun 30, 26 | -- | 0.01% |
| KELLEHER FINANCIAL ADVISORS | 417 | Jun 30, 26 | +417 | 0.01% |
| CX Institutional | 408 | Jun 30, 26 | +408 | 0.01% |
| Capital Investment Advisory Services, LLC | 296 | Jun 30, 26 | +296 | 0.01% |
| 1620 INVESTMENT ADVISORS, INC. | 160 | Jun 30, 26 | -- | 0.00% |
| ROYAL BANK OF CANADA | 147 | Jun 30, 26 | +27 | 0.00% |
| Acumen Wealth Advisors, LLC | 100 | Jun 30, 26 | +100 | 0.00% |
| Allworth Financial LP | 50 | Jun 30, 26 | -- | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 37 | Jun 30, 26 | +37 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 30 | Jun 30, 26 | -- | 0.00% |
| Geneos Wealth Management Inc. | 10 | Jun 30, 26 | -7 | 0.00% |
| Lodestone Wealth Management LLC | 10 | Jun 30, 26 | -- | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -17.30K | -- |
| WELLS FARGO & COMPANY/MN | -- | Jun 30, 26 | -1.72K | -- |
| JPMORGAN CHASE & CO | -- | Jun 30, 26 | -2.06K | -- |
| SEGALL BRYANT & HAMILL, LLC | -- | Jun 30, 26 | -9.89K | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -4.00K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -110 | -- |
| McIlrath & Eck, LLC | 423 | Mar 31, 26 | -- | 0.01% |
| FineMark National Bank & Trust | 81.94K | Dec 31, 25 | +69.30K | 1.84% |