| MASECO LLP | 716.50K | Sep 30, 26 | +4.80K | 15.09% |
| Willow Creek Wealth Management Inc. | 215.79K | Sep 30, 26 | +1.09K | 4.54% |
| COMMONWEALTH EQUITY SERVICES, LLC | 73.04K | Sep 30, 26 | -1.66K | 1.54% |
| Revolve Wealth Partners, LLC | 21.00K | Sep 30, 26 | +858 | 0.44% |
| TRUIST FINANCIAL CORP | 14.92K | Sep 30, 26 | +1.03K | 0.31% |
| Trademark Financial Management, LLC | 10.28K | Sep 30, 26 | -25 | 0.22% |
| Indivisible Partners | 7.64K | Sep 30, 26 | +7.64K | 0.16% |
| HB Wealth Management, LLC | 7.30K | Sep 30, 26 | -90 | 0.15% |
| Creative Planning | 6.82K | Sep 30, 26 | +4.15K | 0.14% |
| Tarbox Family Office, Inc. | 6.75K | Sep 30, 26 | -- | 0.14% |
| Kestra Advisory Services, LLC | 5.96K | Sep 30, 26 | +284 | 0.13% |
| TCI Wealth Advisors, Inc. | 5.21K | Sep 30, 26 | -39 | 0.11% |
| Wheels Up Wealth, Inc. | 4.86K | Sep 30, 26 | +4.86K | 0.10% |
| Torren Management, LLC | 4.85K | Sep 30, 26 | -129 | 0.10% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 4.66K | Sep 30, 26 | +11 | 0.10% |
| Evanson Financial, LLC | 4.15K | Sep 30, 26 | +17 | 0.09% |
| Austin Asset Management Co Inc | 2.88K | Sep 30, 26 | -- | 0.06% |
| SJS Investment Consulting Inc. | 428 | Sep 30, 26 | +266 | 0.01% |
| Birchwood Financial Partners, Inc. | 412 | Sep 30, 26 | +412 | 0.01% |
| AIRE ADVISORS, LLC | -- | Sep 30, 26 | -2.59K | -- |
| Northwest & Ethical Investments L.P. | 1.98M | Jun 30, 26 | -- | 41.72% |
| FMR LLC | 176.44K | Jun 30, 26 | +16.72K | 3.71% |
| HUB Investment Partners, LLC | 123.23K | Jun 30, 26 | +1.05K | 2.59% |
| MENORA MIVTACHIM HOLDINGS LTD. | 116.36K | Jun 30, 26 | -- | 2.45% |
| MERCER GLOBAL ADVISORS INC /ADV | 96.88K | Jun 30, 26 | +17.69K | 2.04% |
| Corient Private Wealth LP | 88.93K | Jun 30, 26 | -48.88K | 1.87% |
| COMMONWEALTH EQUITY SERVICES, LLC | 74.70K | Jun 30, 26 | +4.41K | 1.57% |
| Riverwater Partners LLC | 69.83K | Jun 30, 26 | -6.04K | 1.47% |
| LPL Financial LLC | 68.65K | Jun 30, 26 | +8.15K | 1.45% |
| EP Wealth Advisors, LLC | 67.02K | Jun 30, 26 | +13.86K | 1.41% |
| HighTower Advisors, LLC | 55.79K | Jun 30, 26 | +1.63K | 1.17% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 54.84K | Jun 30, 26 | +48.41K | 1.15% |
| Trailhead Planners LLC | 42.32K | Jun 30, 26 | -37.98K | 0.89% |
| FIDUCIARY FINANCIAL ADVISORS | 41.69K | Jun 30, 26 | +41.69K | 0.88% |
| Waverly Advisors, LLC | 39.62K | Jun 30, 26 | -711 | 0.83% |
| Focus Partners Wealth | 38.64K | Jun 30, 26 | -1.43K | 0.81% |
| ENVESTNET ASSET MANAGEMENT INC | 32.06K | Jun 30, 26 | +5.76K | 0.67% |
| Greenspring Advisors, LLC | 30.82K | Jun 30, 26 | -60 | 0.65% |
| NewEdge Advisors, LLC | 30.35K | Jun 30, 26 | -1.21K | 0.64% |
| FLOW TRADERS U.S. LLC | 27.38K | Jun 30, 26 | +27.38K | 0.58% |
| Mason & Associates Inc | 27.22K | Jun 30, 26 | -1.52K | 0.57% |
| JANE STREET GROUP, LLC | 26.27K | Jun 30, 26 | +4.94K | 0.55% |
| Prime Buchholz LLC | 25.04K | Jun 30, 26 | +25.04K | 0.53% |
| MB Generational Wealth, LLC | 19.75K | Jun 30, 26 | -43 | 0.42% |
| Capital Analysts, LLC | 19.33K | Jun 30, 26 | -670 | 0.41% |
| Focus Advisor Solutions, LLC | 17.37K | Jun 30, 26 | +1.34K | 0.37% |
| Henrickson Nauta Wealth Advisors, Inc. | 17.01K | Jun 30, 26 | -- | 0.36% |
| Burton Enright Welch | 15.19K | Jun 30, 26 | -5 | 0.32% |
| Mariner, LLC | 14.73K | Jun 30, 26 | +880 | 0.31% |
| Savant Capital, LLC | 13.24K | Jun 30, 26 | +893 | 0.28% |
| Team Hewins, LLC | 12.27K | Jun 30, 26 | +3 | 0.26% |
| Bridgewater Advisors Inc. | 11.80K | Jun 30, 26 | +453 | 0.25% |
| OSAIC HOLDINGS, INC. | 10.60K | Jun 30, 26 | +5.89K | 0.22% |
| CALTON & ASSOCIATES, INC. | 10.15K | Jun 30, 26 | -29 | 0.21% |
| CITADEL ADVISORS LLC | 10.02K | Jun 30, 26 | -39.97K | 0.21% |
| Abacus Wealth Partners, LLC | 9.87K | Jun 30, 26 | +9.87K | 0.21% |
| Diversified Portfolios, Inc. | 9.31K | Jun 30, 26 | -- | 0.20% |
| Financial Plan, Inc. | 8.95K | Jun 30, 26 | -- | 0.19% |
| Bank of New York Mellon Corp | 7.93K | Jun 30, 26 | +1.12K | 0.17% |
| Tortoise Investment Management, LLC | 6.07K | Jun 30, 26 | -- | 0.13% |
| Plancorp, LLC | 5.84K | Jun 30, 26 | -- | 0.12% |
| Kelman-Lazarov, Inc. | 5.70K | Jun 30, 26 | +12 | 0.12% |
| Kestra Advisory Services, LLC | 5.67K | Jun 30, 26 | +1.22K | 0.12% |
| FMB WEALTH MANAGEMENT | 5.53K | Jun 30, 26 | -- | 0.12% |
| GTS FINANCIAL, LLC | 5.23K | Jun 30, 26 | -595 | 0.11% |
| Passive Capital Management, LLC. | 5.19K | Jun 30, 26 | +5.19K | 0.11% |
| Oak Wealth Advisors LLC | 5.14K | Jun 30, 26 | +966 | 0.11% |
| Pathstone Holdings, LLC | 4.75K | Jun 30, 26 | -- | 0.10% |
| CALIBER WEALTH MANAGEMENT, LLC / KS | 3.45K | Jun 30, 26 | -- | 0.07% |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | 3.21K | Jun 30, 26 | +2 | 0.07% |
| Goepper Burkhardt LLC | 3.10K | Jun 30, 26 | +175 | 0.07% |
| Addison Advisors LLC | 3.03K | Jun 30, 26 | -- | 0.06% |
| MORGAN STANLEY | 2.97K | Jun 30, 26 | -3 | 0.06% |
| WealthCollab, LLC | 2.88K | Jun 30, 26 | +726 | 0.06% |
| GRAND WEALTH MANAGEMENT, LLC | 2.80K | Jun 30, 26 | -- | 0.06% |
| Creative Planning | 2.67K | Jun 30, 26 | +2.67K | 0.06% |
| EQ LLC | 2.64K | Jun 30, 26 | +2.64K | 0.06% |
| Orion Capital Management LLC | 2.29K | Jun 30, 26 | +11 | 0.05% |
| Milestone Investment Advisors LLC | 1.77K | Jun 30, 26 | +1.25K | 0.04% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1.65K | Jun 30, 26 | +1.65K | 0.03% |
| Sankala Group LLC | 1.40K | Jun 30, 26 | +390 | 0.03% |
| HARBOUR INVESTMENTS, INC. | 293 | Jun 30, 26 | -- | 0.01% |
| Asset Dedication, LLC | 159 | Jun 30, 26 | -- | 0.00% |
| ROYAL BANK OF CANADA | 136 | Jun 30, 26 | +136 | 0.00% |
| MORRIS FINANCIAL CONCEPTS, INC. | 37 | Jun 30, 26 | -- | 0.00% |
| Steward Partners Investment Advisory, LLC | 32 | Jun 30, 26 | -7.96K | 0.00% |
| Strategic Financial Planning, Inc. | -- | Jun 30, 26 | -310.63K | -- |
| CURIO WEALTH, LLC | -- | Jun 30, 26 | -746 | -- |
| Atlantic Union Bankshares Corp | -- | Jun 30, 26 | -1 | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -8 | -- |
| Opes Wealth Management LLC | 12.63K | Mar 31, 26 | +435 | 0.27% |
| JOURNEY STRATEGIC WEALTH LLC | 11.02K | Mar 31, 26 | -321 | 0.23% |
| North Ridge Wealth Advisors, Inc. | 4.79K | Mar 31, 26 | -17 | 0.10% |
| Evanson Asset Management, LLC | 4.08K | Mar 31, 26 | +4 | 0.09% |
| CWM, LLC | 1.79K | Mar 31, 26 | -- | 0.04% |
| LongView Asset Management LLC | 55.23K | Dec 31, 25 | -5.12K | 1.16% |
| Wealthstream Advisors, Inc. | 31.30K | Sep 30, 25 | -21 | 0.66% |
| PrairieView Partners, LLC | 12.16K | Jun 30, 25 | -609 | 0.26% |
| Parkworth Wealth Management, Inc. | 1.01K | Jun 30, 25 | +17 | 0.02% |
| Merriman Wealth Management, LLC | 68.36K | Dec 31, 24 | +711 | 1.44% |
| WMS Partners, LLC | 8.74K | Dec 31, 24 | +116 | 0.18% |
| Silicon Hills Wealth Management, LLC | 66.86K | Jun 30, 23 | -713 | 1.41% |
| CPWM, LLC | 19.82K | Sep 30, 22 | +3.11K | 0.42% |
