| HighTower Advisors, LLC | 384.19K | Sep 30, 26 | +49.43K | 6.00% |
| LPL Financial LLC | 339.29K | Sep 30, 26 | +50.83K | 5.30% |
| MORGAN STANLEY | 317.13K | Sep 30, 26 | +40.20K | 4.96% |
| Atlantic Union Bankshares Corp | 311.02K | Sep 30, 26 | +70.88K | 4.86% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 280.19K | Sep 30, 26 | -10.63K | 4.38% |
| NewEdge Advisors, LLC | 275.82K | Sep 30, 26 | +262.97K | 4.31% |
| PRECEDENT WEALTH PARTNERS, LLC | 243.39K | Sep 30, 26 | +27.36K | 3.80% |
| UBS Group AG | 240.97K | Sep 30, 26 | +48.08K | 3.77% |
| RAYMOND JAMES FINANCIAL INC | 208.68K | Sep 30, 26 | +9.65K | 3.26% |
| Hills Bank & Trust Co | 190.09K | Sep 30, 26 | -170.23K | 2.97% |
| Invesco Ltd. | 189.27K | Sep 30, 26 | -15.60K | 2.96% |
| Lido Advisors, LLC | 188.70K | Sep 30, 26 | -7.00K | 2.95% |
| CENTRAL VALLEY ADVISORS, LLC | 180.11K | Sep 30, 26 | -1.15K | 2.81% |
| Clark Asset Management, LLC | 159.44K | Sep 30, 26 | +53.11K | 2.49% |
| Avior Wealth Management, LLC | 158.71K | Sep 30, 26 | +5.97K | 2.48% |
| JONES FINANCIAL COMPANIES LLLP | 137.43K | Sep 30, 26 | +107.09K | 2.15% |
| MONECO ADVISORS, LLC | 135.23K | Sep 30, 26 | -4.13K | 2.11% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 111.22K | Sep 30, 26 | +2.83K | 1.74% |
| OSAIC HOLDINGS, INC. | 107.10K | Sep 30, 26 | +13.20K | 1.67% |
| Advisory Solutions Group, LLC | 105.65K | Sep 30, 26 | +105.65K | 1.65% |
| Parkway Wealth Management Group, LLC | 96.07K | Sep 30, 26 | -9.15K | 1.50% |
| Kestra Advisory Services, LLC | 92.46K | Sep 30, 26 | -3.69K | 1.44% |
| CARY STREET PARTNERS FINANCIAL LLC | 85.64K | Sep 30, 26 | -24.12K | 1.34% |
| Focus Partners Wealth | 84.90K | Sep 30, 26 | +84.90K | 1.33% |
| Key FInancial Inc | 71.94K | Sep 30, 26 | -- | 1.12% |
| STIFEL FINANCIAL CORP | 70.62K | Sep 30, 26 | -2.14K | 1.10% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 65.25K | Sep 30, 26 | +4.76K | 1.02% |
| Jacobi Capital Management LLC | 60.03K | Sep 30, 26 | +13.20K | 0.94% |
| Farmers National Bank | 58.56K | Sep 30, 26 | +1.48K | 0.92% |
| JAMES INVESTMENT RESEARCH, INC. | 56.80K | Sep 30, 26 | +56.80K | 0.89% |
| HUNTINGTON NATIONAL BANK | 51.06K | Sep 30, 26 | -11.34K | 0.80% |
| VestGen Advisors, LLC | 49.00K | Sep 30, 26 | -1.60K | 0.77% |
| CAPTRUST FINANCIAL ADVISORS | 48.61K | Sep 30, 26 | +17.05K | 0.76% |
| Asset Dedication, LLC | 48.59K | Sep 30, 26 | +19.72K | 0.76% |
| COMMONWEALTH EQUITY SERVICES, LLC | 43.37K | Sep 30, 26 | -133 | 0.68% |
| Kinetic Wealth Investment Advisors LLC | 34.96K | Sep 30, 26 | +16.88K | 0.55% |
| MML INVESTORS SERVICES, LLC | 33.71K | Sep 30, 26 | -23.62K | 0.53% |
| IFG Advisory, LLC | 33.07K | Sep 30, 26 | +62 | 0.52% |
| SAX WEALTH ADVISORS, LLC | 31.97K | Sep 30, 26 | -- | 0.50% |
| JANE STREET GROUP, LLC | 31.39K | Sep 30, 26 | -34.26K | 0.49% |
| Garrett Wealth Advisory Group, LLC | 29.28K | Sep 30, 26 | -- | 0.46% |
| BENJAMIN EDWARDS INC | 28.39K | Sep 30, 26 | +612 | 0.44% |
| Cetera Investment Advisers | 27.91K | Sep 30, 26 | +7.41K | 0.44% |
| Sequoia Financial Advisors, LLC | 25.48K | Sep 30, 26 | -3.50K | 0.40% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 23.00K | Sep 30, 26 | +11.04K | 0.36% |
| Legacy Private Trust Co. | 21.62K | Sep 30, 26 | -100.02K | 0.34% |
| Gradient Capital Advisors, LLC | 19.70K | Sep 30, 26 | -- | 0.31% |
| Invariant Investment Management | 19.70K | Sep 30, 26 | +19.70K | 0.31% |
| MISSION WEALTH MANAGEMENT, LP | 18.52K | Sep 30, 26 | -18.09K | 0.29% |
| Horizons Wealth Management | 17.63K | Sep 30, 26 | +17.63K | 0.28% |
| Cambridge Investment Research Advisors, Inc. | 17.47K | Sep 30, 26 | -- | 0.27% |
| HUB Investment Partners, LLC | 17.08K | Sep 30, 26 | +713 | 0.27% |
| Heritage Trust Co | 16.34K | Sep 30, 26 | +2.39K | 0.26% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 14.54K | Sep 30, 26 | -644 | 0.23% |
| Colonial Trust Advisors | 13.01K | Sep 30, 26 | +9.01K | 0.20% |
| Global Financial Private Client, LLC | 12.21K | Sep 30, 26 | -- | 0.19% |
| CGN Advisors LLC | 12.10K | Sep 30, 26 | +2.53K | 0.19% |
| COOKSON PEIRCE & CO INC | 11.72K | Sep 30, 26 | +1.36K | 0.18% |
| Intentional Wealth Strategies, LLC | 11.25K | Sep 30, 26 | -557 | 0.18% |
| Addison Advisors LLC | 10.04K | Sep 30, 26 | +974 | 0.16% |
| HARBOUR INVESTMENTS, INC. | 9.52K | Sep 30, 26 | -- | 0.15% |
| Capital Analysts, LLC | 8.90K | Sep 30, 26 | +4 | 0.14% |
| Ascentis Independent Advisors | 6.70K | Sep 30, 26 | +6.70K | 0.10% |
| Larson Financial Group LLC | 6.05K | Sep 30, 26 | -- | 0.09% |
| Anchor Investment Management, LLC | 5.50K | Sep 30, 26 | -- | 0.09% |
| Aptus Capital Advisors, LLC | 5.42K | Sep 30, 26 | +42 | 0.08% |
| NorthAvenue LLC | 4.33K | Sep 30, 26 | +929 | 0.07% |
| PRIVATE TRUST CO NA | 1.73K | Sep 30, 26 | -- | 0.03% |
| PNC FINANCIAL SERVICES GROUP, INC. | 1.38K | Sep 30, 26 | +11 | 0.02% |
| BFC Planning, Inc. | 1.15K | Sep 30, 26 | +1.15K | 0.02% |
| HARBOR INVESTMENT ADVISORY, LLC | 570 | Sep 30, 26 | -- | 0.01% |
| IFP Advisors, Inc | 476 | Sep 30, 26 | -- | 0.01% |
| Trust Co | 318 | Sep 30, 26 | -- | 0.00% |
| FMR LLC | 212 | Sep 30, 26 | -- | 0.00% |
| AE Wealth Management LLC | 180 | Sep 30, 26 | +180 | 0.00% |
| Root Financial Partners, LLC | 159 | Sep 30, 26 | +159 | 0.00% |
| Marietta Wealth Management, LLC | -- | Sep 30, 26 | -34.01K | -- |
| Plante Moran Financial Advisors, LLC | -- | Sep 30, 26 | -2.41K | -- |
| OneAscent Financial Services LLC | -- | Sep 30, 26 | -11.61K | -- |
| Wedmont Private Capital | -- | Sep 30, 26 | -33.77K | -- |
| First Command Advisory Services, Inc. | -- | Sep 30, 26 | -2.03K | -- |
| Elequin Capital, LP | -- | Sep 30, 26 | -45.19K | -- |
| ATLAS CAPITAL ADVISORS INC. | -- | Sep 30, 26 | -7.00K | -- |
| Venture Visionary Partners LLC | -- | Sep 30, 26 | -18.21K | -- |
| Farther Finance Advisors, LLC | -- | Sep 30, 26 | -2.24K | -- |
| MORGAN STANLEY | 276.93K | Jun 30, 26 | +19.81K | 4.33% |
| BANK OF AMERICA CORP /DE/ | 252.12K | Jun 30, 26 | +18.69K | 3.94% |
| RAYMOND JAMES FINANCIAL INC | 199.03K | Jun 30, 26 | +6.37K | 3.11% |
| ENVESTNET ASSET MANAGEMENT INC | 147.68K | Jun 30, 26 | +6.05K | 2.31% |
| Envision Financial Planning, LLC | 117.80K | Jun 30, 26 | +7.54K | 1.84% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 108.38K | Jun 30, 26 | -132 | 1.69% |
| WELLS FARGO & COMPANY/MN | 94.92K | Jun 30, 26 | +38.70K | 1.48% |
| OSAIC HOLDINGS, INC. | 93.90K | Jun 30, 26 | +12.36K | 1.47% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 60.49K | Jun 30, 26 | +4.41K | 0.95% |
| MML INVESTORS SERVICES, LLC | 57.33K | Jun 30, 26 | +7.39K | 0.90% |
| Farmers National Bank | 57.08K | Jun 30, 26 | +690 | 0.89% |
| Integrated Wealth Concepts LLC | 54.50K | Jun 30, 26 | +10.35K | 0.85% |
| Equitable Holdings, Inc. | 46.62K | Jun 30, 26 | -2.43K | 0.73% |
| Elequin Capital, LP | 45.19K | Jun 30, 26 | +45.19K | 0.71% |
| Sequoia Financial Advisors, LLC | 28.98K | Jun 30, 26 | -- | 0.45% |
| ROYAL BANK OF CANADA | 22.43K | Jun 30, 26 | +1.65K | 0.35% |
| Cetera Investment Advisers | 20.50K | Jun 30, 26 | +20.50K | 0.32% |
| Crews Bank & Trust | 13.27K | Jun 30, 26 | +3.81K | 0.21% |
| NewEdge Advisors, LLC | 12.85K | Jun 30, 26 | -- | 0.20% |
| Beacon Pointe Advisors, LLC | 12.26K | Jun 30, 26 | -- | 0.19% |
| Vestmark Advisory Solutions, Inc. | 11.39K | Jun 30, 26 | -- | 0.18% |
| World Investment Advisors | 11.39K | Jun 30, 26 | -- | 0.18% |
| Capital Analysts, LLC | 8.89K | Jun 30, 26 | +4 | 0.14% |
| MERCER GLOBAL ADVISORS INC /ADV | 2.35K | Jun 30, 26 | +2.35K | 0.04% |
| IMA Advisory Services, Inc. | 1.50K | Jun 30, 26 | +1.50K | 0.02% |
| FLOW TRADERS U.S. LLC | -- | Jun 30, 26 | -51.45K | -- |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | -- | Jun 30, 26 | -193 | -- |
| Summit Trail Advisors, LLC | -- | Jun 30, 26 | -13.48K | -- |
| ORG Partners LLC | 6.70K | Dec 31, 25 | -- | 0.10% |
| Sterling Financial Group, Inc. | 36.27K | Sep 30, 25 | -17.02K | 0.57% |
| RAYMOND JAMES & ASSOCIATES | 47.04K | Sep 30, 24 | +36.17K | 0.74% |
| Raymond James Financial Services Advisors, Inc. | 35.98K | Sep 30, 24 | +4.02K | 0.56% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 3.53K | Jun 30, 24 | +148 | 0.06% |
| Farmer Steven Patrick | 275.37K | Jun 30, 22 | +275.37K | 4.30% |
