| RAYMOND JAMES FINANCIAL INC | 82.98K | Sep 30, 26 | +17.36K | 3.98% |
| MORGAN STANLEY | 53.13K | Sep 30, 26 | +13.55K | 2.55% |
| Miller Investment Management, LP | 38.56K | Sep 30, 26 | +337 | 1.85% |
| LPL Financial LLC | 32.41K | Sep 30, 26 | +2.28K | 1.55% |
| Conservest Capital Advisors, Inc. | 20.00K | Sep 30, 26 | +236 | 0.96% |
| Paragon Private Wealth Management, LLC | 17.41K | Sep 30, 26 | +3.49K | 0.83% |
| Bleakley Financial Group, LLC | 15.30K | Sep 30, 26 | -962 | 0.73% |
| UBS Group AG | 14.57K | Sep 30, 26 | -1.23K | 0.70% |
| Rockefeller Capital Management L.P. | 11.86K | Sep 30, 26 | -- | 0.57% |
| STIFEL FINANCIAL CORP | 10.93K | Sep 30, 26 | +3.49K | 0.52% |
| ALTFEST L J & CO INC | 8.75K | Sep 30, 26 | +47 | 0.42% |
| Institute for Wealth Management, LLC. | 7.43K | Sep 30, 26 | -12 | 0.36% |
| Wealthfront Advisers LLC | 7.14K | Sep 30, 26 | +1.15K | 0.34% |
| JONES FINANCIAL COMPANIES LLLP | 5.84K | Sep 30, 26 | +1.38K | 0.28% |
| Cerity Partners LLC | 5.54K | Sep 30, 26 | -- | 0.27% |
| ATLAS CAPITAL ADVISORS INC. | 5.45K | Sep 30, 26 | -- | 0.26% |
| CIBC Bancorp USA Inc. | 4.96K | Sep 30, 26 | -- | 0.24% |
| OSAIC HOLDINGS, INC. | 4.62K | Sep 30, 26 | +3.61K | 0.22% |
| HighTower Advisors, LLC | 4.60K | Sep 30, 26 | +5 | 0.22% |
| JPMORGAN CHASE & CO | 4.40K | Sep 30, 26 | +471 | 0.21% |
| COMMONWEALTH EQUITY SERVICES, LLC | 4.13K | Sep 30, 26 | -6.90K | 0.20% |
| PNC FINANCIAL SERVICES GROUP, INC. | 4.00K | Sep 30, 26 | -- | 0.19% |
| Navis Wealth Advisors, LLC | 4.00K | Sep 30, 26 | -- | 0.19% |
| PACIFIC SUN FINANCIAL CORP | 3.66K | Sep 30, 26 | -40 | 0.18% |
| ASPIRIANT, LLC | 3.35K | Sep 30, 26 | -- | 0.16% |
| Kestra Advisory Services, LLC | 3.22K | Sep 30, 26 | -- | 0.15% |
| Janney Montgomery Scott LLC | 3.09K | Sep 30, 26 | +50 | 0.15% |
| Indivisible Partners | 2.69K | Sep 30, 26 | +2.69K | 0.13% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2.52K | Sep 30, 26 | -- | 0.12% |
| FLAGSHIP HARBOR ADVISORS, LLC | 2.28K | Sep 30, 26 | -230 | 0.11% |
| Moors & Cabot, Inc. | 2.21K | Sep 30, 26 | +2.21K | 0.11% |
| MML INVESTORS SERVICES, LLC | 2.06K | Sep 30, 26 | +2.06K | 0.10% |
| Cetera Investment Advisers | 2.06K | Sep 30, 26 | +104 | 0.10% |
| Williams Jones Wealth Management, LLC. | 2.00K | Sep 30, 26 | -- | 0.10% |
| Pine Valley Investments Ltd Liability Co | 1.95K | Sep 30, 26 | -- | 0.09% |
| FMR LLC | 1.77K | Sep 30, 26 | +167 | 0.08% |
| Blue Fin Capital, Inc. | 1.54K | Sep 30, 26 | -- | 0.07% |
| Forum Finance Group S.A. | 1.45K | Sep 30, 26 | -- | 0.07% |
| Hummer Financial Advisory Services Inc | 1.41K | Sep 30, 26 | -- | 0.07% |
| Value Investment Professionals, LLC | 1.36K | Sep 30, 26 | -- | 0.07% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.31K | Sep 30, 26 | +1.31K | 0.06% |
| Cyndeo Wealth Partners, LLC | 1.30K | Sep 30, 26 | -- | 0.06% |
| COMMERCE BANK | 1.30K | Sep 30, 26 | -- | 0.06% |
| Creative Planning | 1.26K | Sep 30, 26 | -- | 0.06% |
| SCOTIA CAPITAL INC. | 1.23K | Sep 30, 26 | +1.23K | 0.06% |
| Plan A Wealth LLC | 1.20K | Sep 30, 26 | -163 | 0.06% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.17K | Sep 30, 26 | +466 | 0.06% |
| Private Advisor Group, LLC | 1.15K | Sep 30, 26 | -- | 0.06% |
| Robertson Stephens Wealth Management, LLC | 1.13K | Sep 30, 26 | -- | 0.05% |
| PHILADELPHIA TRUST CO | 1.10K | Sep 30, 26 | -- | 0.05% |
| HOWARD WEALTH MANAGEMENT, LLC | 1.01K | Sep 30, 26 | -- | 0.05% |
| Banque Cantonale Vaudoise | 1.00K | Sep 30, 26 | -437 | 0.05% |
| Focus Financial Network, Inc. | 982 | Sep 30, 26 | -105 | 0.05% |
| Wealthspire Advisors, LLC | 976 | Sep 30, 26 | +976 | 0.05% |
| Reynders McVeigh Capital Management, LLC | 950 | Sep 30, 26 | +950 | 0.05% |
| Evelyn Partners Group Ltd | 941 | Sep 30, 26 | +941 | 0.05% |
| Focus Partners Wealth | 936 | Sep 30, 26 | +936 | 0.04% |
| Cambridge Investment Research Advisors, Inc. | 907 | Sep 30, 26 | -430 | 0.04% |
| UMB Bank, n.a. | 900 | Sep 30, 26 | -- | 0.04% |
| PFG Investments, LLC | 856 | Sep 30, 26 | +856 | 0.04% |
| Wilmington Savings Fund Society, FSB | 800 | Sep 30, 26 | -- | 0.04% |
| Continuum Advisory, LLC | 769 | Sep 30, 26 | -111 | 0.04% |
| Steward Partners Investment Advisory, LLC | 757 | Sep 30, 26 | +757 | 0.04% |
| HUNTINGTON NATIONAL BANK | 700 | Sep 30, 26 | -- | 0.03% |
| FIFTH THIRD BANCORP | 675 | Sep 30, 26 | -- | 0.03% |
| Integrity Financial Corp /WA | 664 | Sep 30, 26 | -- | 0.03% |
| Belvedere Trading LLC | 550 | Sep 30, 26 | -562 | 0.03% |
| BigSur Wealth Management LLC | 516 | Sep 30, 26 | +516 | 0.02% |
| IFG Advisory, LLC | 509 | Sep 30, 26 | -- | 0.02% |
| Farther Finance Advisors, LLC | 503 | Sep 30, 26 | +17 | 0.02% |
| BANK OF MONTREAL /CAN/ | 456 | Sep 30, 26 | +169 | 0.02% |
| Allworth Financial LP | 426 | Sep 30, 26 | +306 | 0.02% |
| Ameritas Advisory Services, LLC | 371 | Sep 30, 26 | -- | 0.02% |
| LFA - Lugano Financial Advisors SA | 310 | Sep 30, 26 | -- | 0.01% |
| SBI Securities Co., Ltd. | 301 | Sep 30, 26 | -4 | 0.01% |
| Manchester Capital Management LLC | 300 | Sep 30, 26 | -- | 0.01% |
| BLAIR WILLIAM & CO/IL | 225 | Sep 30, 26 | -- | 0.01% |
| Tidemark, LLC | 207 | Sep 30, 26 | -- | 0.01% |
| North Star Investment Management Corp. | 204 | Sep 30, 26 | -- | 0.01% |
| Caldwell Trust Co | 192 | Sep 30, 26 | -- | 0.01% |
| CoreCap Advisors, LLC | 190 | Sep 30, 26 | -- | 0.01% |
| Coastline Trust Co | 190 | Sep 30, 26 | -- | 0.01% |
| PRUDENTIAL PLC | 170 | Sep 30, 26 | +170 | 0.01% |
| Global Retirement Partners, LLC | 168 | Sep 30, 26 | +14 | 0.01% |
| BlackRock, Inc. | 165 | Sep 30, 26 | -- | 0.01% |
| Anchor Investment Management, LLC | 160 | Sep 30, 26 | -- | 0.01% |
| HARBOUR INVESTMENTS, INC. | 154 | Sep 30, 26 | -- | 0.01% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 113 | Sep 30, 26 | -- | 0.01% |
| WHITTIER TRUST CO | 100 | Sep 30, 26 | -- | 0.00% |
| Financial Perspectives, Inc | 88 | Sep 30, 26 | -- | 0.00% |
| Sankala Group LLC | 84 | Sep 30, 26 | -- | 0.00% |
| Larson Financial Group LLC | 70 | Sep 30, 26 | -- | 0.00% |
| Biltmore Family Office, LLC | 50 | Sep 30, 26 | -- | 0.00% |
| BFC Planning, Inc. | 47 | Sep 30, 26 | -- | 0.00% |
| Provenance Wealth Advisors, LLC | 42 | Sep 30, 26 | +42 | 0.00% |
| IFP Advisors, Inc | 40 | Sep 30, 26 | -- | 0.00% |
| Millstone Evans Group, LLC | 37 | Sep 30, 26 | -- | 0.00% |
| NewEdge Advisors, LLC | 34 | Sep 30, 26 | -- | 0.00% |
| Pacifica Partners Inc. | 25 | Sep 30, 26 | -- | 0.00% |
| Ameritas Investment Partners, Inc. | 20 | Sep 30, 26 | -- | 0.00% |
| AE Wealth Management LLC | 20 | Sep 30, 26 | +9 | 0.00% |
| Triumph Capital Management | 8 | Sep 30, 26 | -- | 0.00% |
| Darwin Wealth Management, LLC | 5 | Sep 30, 26 | -- | 0.00% |
| CITIGROUP INC | 1 | Sep 30, 26 | -198 | 0.00% |
| Founders Capital Management | -- | Sep 30, 26 | -100 | -- |
| AdvisorNet Financial, Inc | -- | Sep 30, 26 | -32 | -- |
| FIDUCIARY FINANCIAL ADVISORS | -- | Sep 30, 26 | -1 | -- |
| GFS Advisors, LLC | -- | Sep 30, 26 | -46.97K | -- |
| SIMPLEX TRADING, LLC | -- | Sep 30, 26 | -169 | -- |
| Qube Research & Technologies Ltd | -- | Sep 30, 26 | -13 | -- |
| GOLDMAN SACHS GROUP INC | 102.02K | Jun 30, 26 | -59 | 4.89% |
| RAYMOND JAMES FINANCIAL INC | 65.62K | Jun 30, 26 | -3.94K | 3.14% |
| BANK OF AMERICA CORP /DE/ | 60.20K | Jun 30, 26 | -6.14K | 2.88% |
| MORGAN STANLEY | 39.57K | Jun 30, 26 | +6.66K | 1.90% |
| WELLS FARGO & COMPANY/MN | 33.24K | Jun 30, 26 | +423 | 1.59% |
| Bleakley Financial Group, LLC | 16.26K | Jun 30, 26 | +837 | 0.78% |
| ROYAL BANK OF CANADA | 13.40K | Jun 30, 26 | -440 | 0.64% |
| Rockefeller Capital Management L.P. | 11.86K | Jun 30, 26 | -- | 0.57% |
| PEAPACK GLADSTONE FINANCIAL CORP | 6.59K | Jun 30, 26 | -615 | 0.32% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6.54K | Jun 30, 26 | +3.97K | 0.31% |
| Integrated Wealth Concepts LLC | 6.49K | Jun 30, 26 | +5.40K | 0.31% |
| TWO SIGMA INVESTMENTS, LP | 5.60K | Jun 30, 26 | -500 | 0.27% |
| Cerity Partners LLC | 5.54K | Jun 30, 26 | -10 | 0.27% |
| CITADEL ADVISORS LLC | 5.46K | Jun 30, 26 | -4.05K | 0.26% |
| Corient Private Wealth LP | 5.28K | Jun 30, 26 | +4.19K | 0.25% |
| Equitable Holdings, Inc. | 5.24K | Jun 30, 26 | +5.24K | 0.25% |
| AMERIPRISE FINANCIAL INC | 4.96K | Jun 30, 26 | -1.59K | 0.24% |
| Navis Wealth Advisors, LLC | 4.00K | Jun 30, 26 | -- | 0.19% |
| JPMORGAN CHASE & CO | 3.93K | Jun 30, 26 | -127 | 0.19% |
| PACIFIC SUN FINANCIAL CORP | 3.70K | Jun 30, 26 | -430 | 0.18% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2.52K | Jun 30, 26 | -- | 0.12% |
| Aspen Grove Capital, LLC | 2.52K | Jun 30, 26 | -2.40K | 0.12% |
| Cetera Investment Advisers | 1.95K | Jun 30, 26 | -104 | 0.09% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.65K | Jun 30, 26 | -66 | 0.08% |
| NORTHERN TRUST CORP | 1.48K | Jun 30, 26 | +1.48K | 0.07% |
| Gotham Asset Management, LLC | 1.14K | Jun 30, 26 | -- | 0.05% |
| OSAIC HOLDINGS, INC. | 1.01K | Jun 30, 26 | +133 | 0.05% |
| Continuum Advisory, LLC | 880 | Jun 30, 26 | +880 | 0.04% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 702 | Jun 30, 26 | -152 | 0.03% |
| MERCER GLOBAL ADVISORS INC /ADV | 400 | Jun 30, 26 | +400 | 0.02% |
| Truvestments Capital LLC | 220 | Jun 30, 26 | -- | 0.01% |
| BlackRock, Inc. | 165 | Jun 30, 26 | -- | 0.01% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 113 | Jun 30, 26 | -- | 0.01% |
| HighMark Wealth Management LLC | 80 | Jun 30, 26 | -- | 0.00% |
| 1 NORTH WEALTH SERVICES LLC | 79 | Jun 30, 26 | -- | 0.00% |
| NewEdge Advisors, LLC | 34 | Jun 30, 26 | -3 | 0.00% |
| Ameritas Investment Partners, Inc. | 20 | Jun 30, 26 | -- | 0.00% |
| Qube Research & Technologies Ltd | 13 | Jun 30, 26 | -11 | 0.00% |
| AE Wealth Management LLC | 11 | Jun 30, 26 | -- | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 1 | Jun 30, 26 | +1 | 0.00% |
| Innovative Asset Advisors Group, LLC | -- | Jun 30, 26 | -75 | -- |
| MWA Asset Management | -- | Jun 30, 26 | -119 | -- |
| MAI Capital Management | -- | Jun 30, 26 | -265 | -- |
| Ascent Advisors, LLC | -- | Jun 30, 26 | -59.45K | -- |
| SEGALL BRYANT & HAMILL, LLC | -- | Jun 30, 26 | -4.59K | -- |
| WealthShield Partners, LLC | -- | Jun 30, 26 | -7 | -- |
| Evelyn Partners Asset Management Ltd | 941 | Mar 31, 26 | -- | 0.05% |
| CWM, LLC | 225 | Mar 31, 26 | -- | 0.01% |
| CIBC Private Wealth Group LLC | 4.96K | Dec 31, 25 | -- | 0.24% |
| COMERICA BANK | 675 | Dec 31, 25 | -- | 0.03% |
| FSA Wealth Management LLC | 305 | Sep 30, 25 | -- | 0.01% |
| EWG Elevate Inc. | -- | Sep 30, 25 | -2.37K | -- |
| Tyler-Stone Wealth Management | 1.31K | Jun 30, 25 | -- | 0.06% |
| Raymond James Financial Services Advisors, Inc. | 18.02K | Sep 30, 24 | -589 | 0.86% |
| RAYMOND JAMES & ASSOCIATES | 6.27K | Sep 30, 24 | -35 | 0.30% |
| HYMAN CHARLES D | 1.20K | Jun 30, 24 | +1.20K | 0.06% |
| Cetera Advisor Networks LLC | 5.37K | Mar 31, 24 | +106 | 0.26% |
| FOCUS FINANCIAL NETWORK INC /ADV | 14.08K | Dec 31, 23 | +14.08K | 0.67% |
| TELEMUS CAPITAL, LLC | 3.04K | Dec 31, 23 | -75 | 0.15% |
| WADE G W & INC | 1.29K | Dec 31, 23 | -- | 0.06% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 8.49K | Sep 30, 23 | +5.58K | 0.41% |
| COMERICA SECURITIES,INC. | 3.12K | Sep 30, 23 | -- | 0.15% |
| VALLEY FINANCIAL MANAGEMENT, INC. | 17.65K | Jun 30, 23 | +284 | 0.85% |
| First National Bank of South Miami | 1.60K | Jun 30, 23 | -830 | 0.08% |
| Kistler-Tiffany Companies, LLC | 475 | Jun 30, 23 | -- | 0.02% |
| GAMBLE JONES INVESTMENT COUNSEL | 5.70K | Dec 31, 22 | -- | 0.27% |
| MURPHY CAPITAL MANAGEMENT INC | 30.07K | Jun 30, 22 | -680 | 1.44% |
| BREWIN DOLPHIN LTD | 1.92K | Jun 30, 22 | -- | 0.09% |
| Nauset Wealth Management. LLC | 1.02K | Mar 31, 22 | +1.02K | 0.05% |
| KINGS POINT CAPITAL MANAGEMENT | 270 | Mar 31, 22 | -- | 0.01% |
| Lenox Wealth Advisors, LLC | 100 | Mar 31, 22 | -- | 0.00% |
| Freedman Financial Associates, Inc. | 70 | Mar 31, 22 | +70 | 0.00% |
| Carroll Financial Associates, Inc. | 76 | Dec 31, 21 | -- | 0.00% |
| NEXT Financial Group, Inc | -- | Dec 31, 21 | -75 | -- |
| BHF RG Capital Inc. | -- | Sep 30, 21 | -3.56K | -- |
| Sonora Investment Management, LLC | -- | Sep 30, 21 | -48 | -- |
| Winslow, Evans & Crocker, Inc. | 125 | Dec 31, 20 | +125 | 0.01% |
| ROWLAND CARMICHAEL ADVISORS INC /ADV | 60 | Dec 31, 20 | +60 | 0.00% |
| Wealthspire Advisors, L.P. | 7.23K | Sep 30, 20 | +7.23K | 0.35% |
| First Allied Advisory Services, Inc. | 3.39K | Sep 30, 20 | -384 | 0.16% |
| NORTHSTAR WEALTH PARTNERS LLC | 1.58K | Sep 30, 20 | +195 | 0.08% |
| RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | -- | Sep 30, 20 | -1.37K | -- |
| Lenox Wealth Management, Inc. | 153 | Jun 30, 20 | +153 | 0.01% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 1.08K | Dec 31, 19 | -122 | 0.05% |
| Advisor Group, Inc. | 632 | Dec 31, 19 | -310 | 0.03% |
| SUNTRUST BANKS INC | 3.74K | Sep 30, 19 | +195 | 0.18% |
| WILLIAMS JONES & ASSOCIATES LLC | 3.51K | Jun 30, 19 | -- | 0.17% |
| AVIANCE CAPITAL MANAGEMENT, LLC | 7.05K | Mar 31, 19 | -349 | 0.34% |
| Ceros Financial Services Inc. | 542 | Mar 31, 19 | +542 | 0.03% |
| TRAIN BABCOCK ADVISORS LLC | 7.24K | Dec 31, 17 | +7.24K | 0.35% |
| PRIVATE CAPITAL MANAGEMENT INC | -- | Sep 30, 17 | -1.00K | -- |
| Commonwealth Equity Services, Inc | 13.19K | Jun 30, 17 | -8.00K | 0.63% |
| WFG Advisors, LP | 49 | Jun 30, 17 | -37 | 0.00% |
| Virtu KCG Holdings LLC | -- | Jun 30, 17 | -2.24K | -- |
| MSI Financial Services Inc | 5.99K | Dec 31, 16 | -164 | 0.29% |
| Stanford Investment Group, Inc. | 1.14K | Dec 31, 16 | +4 | 0.05% |
| EDMOND DE ROTHSCHILD (SUISSE) S.A. | 1.75K | Sep 30, 16 | -75 | 0.08% |
| Edmond de Rothschild (Europe) | 130 | Sep 30, 16 | -- | 0.01% |
| SOCIETE GENERALE | 4.04K | Jun 30, 16 | +4.04K | 0.19% |
