| MASECO LLP | 1.27M | Sep 30, 26 | -39.98K | 22.44% |
| COMMONWEALTH EQUITY SERVICES, LLC | 132.22K | Sep 30, 26 | -5.00K | 2.34% |
| LPL Financial LLC | 125.21K | Sep 30, 26 | -576 | 2.22% |
| Willow Creek Wealth Management Inc. | 100.47K | Sep 30, 26 | +668 | 1.78% |
| Focus Partners Wealth | 65.52K | Sep 30, 26 | +69 | 1.16% |
| AlTi Global, Inc. | 50.53K | Sep 30, 26 | -- | 0.90% |
| Trailhead Planners LLC | 50.33K | Sep 30, 26 | -1.83K | 0.89% |
| Greenspring Advisors, LLC | 41.08K | Sep 30, 26 | -1.43K | 0.73% |
| Mariner, LLC | 38.18K | Sep 30, 26 | -9 | 0.68% |
| TRUIST FINANCIAL CORP | 34.18K | Sep 30, 26 | +2.39K | 0.61% |
| HighTower Advisors, LLC | 31.82K | Sep 30, 26 | -445 | 0.56% |
| Hill Investment Group Partners, LLC | 24.67K | Sep 30, 26 | -2.02K | 0.44% |
| BFSG, LLC | 21.97K | Sep 30, 26 | +81 | 0.39% |
| Diversified Portfolios, Inc. | 21.39K | Sep 30, 26 | -- | 0.38% |
| Kelman-Lazarov, Inc. | 21.33K | Sep 30, 26 | +140 | 0.38% |
| HB Wealth Management, LLC | 21.14K | Sep 30, 26 | +11 | 0.37% |
| Savant Capital, LLC | 21.05K | Sep 30, 26 | -2.39K | 0.37% |
| Burton Enright Welch | 19.62K | Sep 30, 26 | +488 | 0.35% |
| Kestra Advisory Services, LLC | 18.75K | Sep 30, 26 | +9.47K | 0.33% |
| VISTA CAPITAL PARTNERS, INC. | 18.19K | Sep 30, 26 | -- | 0.32% |
| Focus Advisor Solutions, LLC | 17.50K | Sep 30, 26 | +6.72K | 0.31% |
| Orion Porfolio Solutions, LLC | 17.07K | Sep 30, 26 | -757 | 0.30% |
| Indivisible Partners | 16.26K | Sep 30, 26 | +12.61K | 0.29% |
| Prime Buchholz LLC | 13.23K | Sep 30, 26 | +13.23K | 0.23% |
| Passive Capital Management, LLC. | 12.04K | Sep 30, 26 | -1.52K | 0.21% |
| Oak Wealth Advisors LLC | 9.59K | Sep 30, 26 | +1.98K | 0.17% |
| Silver Oak Advisory Group, Inc. | 6.41K | Sep 30, 26 | -- | 0.11% |
| JPMORGAN CHASE & CO | 6.24K | Sep 30, 26 | +5.71K | 0.11% |
| Henrickson Nauta Wealth Advisors, Inc. | 6.09K | Sep 30, 26 | -- | 0.11% |
| Torren Management, LLC | 5.93K | Sep 30, 26 | -1 | 0.11% |
| Austin Asset Management Co Inc | 5.91K | Sep 30, 26 | -- | 0.10% |
| Trademark Financial Management, LLC | 5.48K | Sep 30, 26 | -885 | 0.10% |
| Tortoise Investment Management, LLC | 5.32K | Sep 30, 26 | -- | 0.09% |
| Plancorp, LLC | 5.25K | Sep 30, 26 | -1 | 0.09% |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | 5.02K | Sep 30, 26 | +57 | 0.09% |
| TCI Wealth Advisors, Inc. | 5.02K | Sep 30, 26 | -- | 0.09% |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 4.12K | Sep 30, 26 | +74 | 0.07% |
| QUARRY HILL ADVISORS, LLC | 4.00K | Sep 30, 26 | -3.27K | 0.07% |
| WealthCollab, LLC | 3.83K | Sep 30, 26 | +1.05K | 0.07% |
| CORRECT CAPITAL WEALTH MANAGEMENT | 3.39K | Sep 30, 26 | -500 | 0.06% |
| Werba Rubin Papier Wealth Management | 3.12K | Sep 30, 26 | -510 | 0.06% |
| Kestra Investment Management, LLC | 2.84K | Sep 30, 26 | +2.84K | 0.05% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 2.35K | Sep 30, 26 | -79 | 0.04% |
| OSAIC HOLDINGS, INC. | 2.32K | Sep 30, 26 | +124 | 0.04% |
| Allworth Financial LP | 361 | Sep 30, 26 | -- | 0.01% |
| Asset Dedication, LLC | 219 | Sep 30, 26 | -156 | 0.00% |
| Arax Advisory Partners | 203 | Sep 30, 26 | -- | 0.00% |
| CITIGROUP INC | 200 | Sep 30, 26 | +200 | 0.00% |
| Silver Grove Financial Group, Inc. | 142 | Sep 30, 26 | -- | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 205.93K | Jun 30, 26 | +21.18K | 3.65% |
| Waverly Advisors, LLC | 124.22K | Jun 30, 26 | -4.21K | 2.20% |
| Corient Private Wealth LP | 55.72K | Jun 30, 26 | -39.88K | 0.99% |
| EP Wealth Advisors, LLC | 39.44K | Jun 30, 26 | +1.82K | 0.70% |
| ENVESTNET ASSET MANAGEMENT INC | 37.85K | Jun 30, 26 | +2.66K | 0.67% |
| Modern Wealth Management, LLC | 33.76K | Jun 30, 26 | +12.76K | 0.60% |
| FIDUCIARY FINANCIAL ADVISORS | 20.92K | Jun 30, 26 | +20.92K | 0.37% |
| Orion Porfolio Solutions, LLC | 17.83K | Jun 30, 26 | -1.24K | 0.32% |
| Bridgewater Advisors Inc. | 16.19K | Jun 30, 26 | +600 | 0.29% |
| Financial Plan, Inc. | 14.25K | Jun 30, 26 | +45 | 0.25% |
| Passive Capital Management, LLC. | 13.56K | Jun 30, 26 | +13.56K | 0.24% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13.07K | Jun 30, 26 | -31.70K | 0.23% |
| FMB WEALTH MANAGEMENT | 11.58K | Jun 30, 26 | -- | 0.21% |
| Beacon Pointe Advisors, LLC | 9.60K | Jun 30, 26 | -- | 0.17% |
| Orion Capital Management LLC | 9.24K | Jun 30, 26 | +17 | 0.16% |
| MORGAN STANLEY | 8.37K | Jun 30, 26 | -13.25K | 0.15% |
| GTS SECURITIES LLC | 6.95K | Jun 30, 26 | +6.95K | 0.12% |
| Henrickson Nauta Wealth Advisors, Inc. | 6.09K | Jun 30, 26 | -- | 0.11% |
| CITADEL ADVISORS LLC | 5.87K | Jun 30, 26 | +834 | 0.10% |
| TWO SIGMA INVESTMENTS, LP | 5.60K | Jun 30, 26 | +5.60K | 0.10% |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | 4.97K | Jun 30, 26 | +135 | 0.09% |
| Team Hewins, LLC | 4.84K | Jun 30, 26 | +1 | 0.09% |
| Cetera Investment Advisers | 4.34K | Jun 30, 26 | -81 | 0.08% |
| Sanchez Levi Garrett | 3.65K | Jun 30, 26 | +595 | 0.06% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3.51K | Jun 30, 26 | +3.51K | 0.06% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 2.78K | Jun 30, 26 | -- | 0.05% |
| WealthCollab, LLC | 2.78K | Jun 30, 26 | +1.12K | 0.05% |
| CURIO WEALTH, LLC | 2.58K | Jun 30, 26 | +2 | 0.05% |
| OSAIC HOLDINGS, INC. | 2.19K | Jun 30, 26 | +171 | 0.04% |
| Atomic Invest LLC | 1.71K | Jun 30, 26 | -140 | 0.03% |
| Fort Vancouver Investment Management, LLC | 807 | Jun 30, 26 | +104 | 0.01% |
| ROYAL BANK OF CANADA | 583 | Jun 30, 26 | +583 | 0.01% |
| JPMORGAN CHASE & CO | 534 | Jun 30, 26 | -500 | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 487 | Jun 30, 26 | +487 | 0.01% |
| Arax Advisory Partners | 203 | Jun 30, 26 | +203 | 0.00% |
| GOLDMAN SACHS GROUP INC | -- | Jun 30, 26 | -3.11K | -- |
| JOURNEY STRATEGIC WEALTH LLC | 12.51K | Mar 31, 26 | -781 | 0.22% |
| North Ridge Wealth Advisors, Inc. | 7.87K | Mar 31, 26 | -- | 0.14% |
| CWM, LLC | 1.54K | Mar 31, 26 | -- | 0.03% |
| LongView Asset Management LLC | 38.67K | Dec 31, 25 | -5.58K | 0.69% |
| Wealthstream Advisors, Inc. | 41.49K | Sep 30, 25 | +3.05K | 0.74% |
| Financial Advisors, LLC | 9.60K | Sep 30, 25 | -- | 0.17% |
| PrairieView Partners, LLC | 31.22K | Jun 30, 25 | -419 | 0.55% |
| AVANTAX ADVISORY SERVICES, INC. | 6.25K | Jun 30, 25 | -644 | 0.11% |
| Parkworth Wealth Management, Inc. | 2.16K | Jun 30, 25 | +6 | 0.04% |
| Orion Portfolio Solutions, LLC | 18.12K | Mar 31, 25 | -2.85K | 0.32% |
| Merriman Wealth Management, LLC | 319.39K | Dec 31, 24 | +8.92K | 5.66% |
| WMS Partners, LLC | 23.92K | Dec 31, 24 | +586 | 0.42% |
| Householder Group Estate & Retirement Specialist, LLC | -- | Dec 31, 24 | -687 | -- |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 10.34K | Sep 30, 23 | -- | 0.18% |
| Silicon Hills Wealth Management, LLC | 156.47K | Jun 30, 23 | +2.23K | 2.77% |
| CPWM, LLC | 18.68K | Sep 30, 22 | -436 | 0.33% |
