| LPL Financial LLC | 339.01K | Sep 30, 26 | +47.74K | 6.64% |
| Atlantic Union Bankshares Corp | 290.62K | Sep 30, 26 | +57.01K | 5.70% |
| Hills Bank & Trust Co | 243.26K | Sep 30, 26 | +109.26K | 4.77% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 210.03K | Sep 30, 26 | -10.37K | 4.12% |
| MORGAN STANLEY | 204.96K | Sep 30, 26 | +114.28K | 4.02% |
| HighTower Advisors, LLC | 200.15K | Sep 30, 26 | +65.97K | 3.92% |
| PRECEDENT WEALTH PARTNERS, LLC | 185.99K | Sep 30, 26 | +29.98K | 3.64% |
| RAYMOND JAMES FINANCIAL INC | 156.64K | Sep 30, 26 | -11.76K | 3.07% |
| Kestra Advisory Services, LLC | 154.79K | Sep 30, 26 | +2.79K | 3.03% |
| Elequin Capital, LP | 146.72K | Sep 30, 26 | +146.72K | 2.88% |
| Invesco Ltd. | 85.06K | Sep 30, 26 | -5.91K | 1.67% |
| OSAIC HOLDINGS, INC. | 65.04K | Sep 30, 26 | +17.46K | 1.27% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 64.15K | Sep 30, 26 | +13.27K | 1.26% |
| Clark Asset Management, LLC | 60.01K | Sep 30, 26 | +8.77K | 1.18% |
| JANE STREET GROUP, LLC | 57.74K | Sep 30, 26 | +19.00K | 1.13% |
| Key FInancial Inc | 48.78K | Sep 30, 26 | +2.98K | 0.96% |
| UBS Group AG | 48.73K | Sep 30, 26 | +12.53K | 0.96% |
| Lido Advisors, LLC | 46.60K | Sep 30, 26 | -4.00K | 0.91% |
| STIFEL FINANCIAL CORP | 31.98K | Sep 30, 26 | -12.74K | 0.63% |
| Legacy Private Trust Co. | 30.31K | Sep 30, 26 | -82.13K | 0.59% |
| VestGen Advisors, LLC | 27.14K | Sep 30, 26 | -10 | 0.53% |
| Sequoia Financial Advisors, LLC | 26.84K | Sep 30, 26 | -74.95K | 0.53% |
| JONES FINANCIAL COMPANIES LLLP | 26.46K | Sep 30, 26 | +3.77K | 0.52% |
| COMMONWEALTH EQUITY SERVICES, LLC | 25.61K | Sep 30, 26 | +3.77K | 0.50% |
| SAX WEALTH ADVISORS, LLC | 25.25K | Sep 30, 26 | -- | 0.49% |
| MONECO ADVISORS, LLC | 20.87K | Sep 30, 26 | +5.13K | 0.41% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 19.26K | Sep 30, 26 | +2.57K | 0.38% |
| NewEdge Advisors, LLC | 18.90K | Sep 30, 26 | +5.90K | 0.37% |
| Jacobi Capital Management LLC | 18.27K | Sep 30, 26 | -19.90K | 0.36% |
| Cetera Investment Advisers | 18.06K | Sep 30, 26 | +1.37K | 0.35% |
| CAPTRUST FINANCIAL ADVISORS | 18.01K | Sep 30, 26 | +3.37K | 0.35% |
| Asset Dedication, LLC | 17.71K | Sep 30, 26 | +5.42K | 0.35% |
| Tassel Capital Management, Inc. | 17.38K | Sep 30, 26 | +2.01K | 0.34% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 16.90K | Sep 30, 26 | -3.80K | 0.33% |
| IFP Advisors, Inc | 16.00K | Sep 30, 26 | +8.00K | 0.31% |
| FLOW TRADERS U.S. LLC | 14.62K | Sep 30, 26 | +14.62K | 0.29% |
| Ascentis Independent Advisors | 13.20K | Sep 30, 26 | +13.20K | 0.26% |
| Bill Few Associates, Inc. | 11.92K | Sep 30, 26 | -- | 0.23% |
| Addison Advisors LLC | 11.56K | Sep 30, 26 | -1 | 0.23% |
| D.A. DAVIDSON & CO. | 11.33K | Sep 30, 26 | -5.98K | 0.22% |
| VIRTUE ASSET MANAGEMENT LLC | 11.24K | Sep 30, 26 | -3.55K | 0.22% |
| MML INVESTORS SERVICES, LLC | 9.97K | Sep 30, 26 | -3.24K | 0.20% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 9.93K | Sep 30, 26 | +9.93K | 0.19% |
| COOKSON PEIRCE & CO INC | 9.85K | Sep 30, 26 | +1.41K | 0.19% |
| CGN Advisors LLC | 9.54K | Sep 30, 26 | +9.54K | 0.19% |
| Intentional Wealth Strategies, LLC | 8.57K | Sep 30, 26 | -666 | 0.17% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 8.51K | Sep 30, 26 | -3.92K | 0.17% |
| IFG Advisory, LLC | 8.22K | Sep 30, 26 | -- | 0.16% |
| ARMSTRONG ADVISORY GROUP, INC | 7.70K | Sep 30, 26 | -- | 0.15% |
| Larson Financial Group LLC | 4.92K | Sep 30, 26 | -- | 0.10% |
| FIFTH THIRD BANCORP | 2.82K | Sep 30, 26 | -- | 0.06% |
| HUNTINGTON NATIONAL BANK | 2.00K | Sep 30, 26 | -- | 0.04% |
| NorthAvenue LLC | 1.48K | Sep 30, 26 | -- | 0.03% |
| Steward Partners Investment Advisory, LLC | 400 | Sep 30, 26 | -- | 0.01% |
| Geneos Wealth Management Inc. | 240 | Sep 30, 26 | -- | 0.00% |
| Root Financial Partners, LLC | 129 | Sep 30, 26 | +129 | 0.00% |
| ATLAS CAPITAL ADVISORS INC. | -- | Sep 30, 26 | -4.00K | -- |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | -- | Sep 30, 26 | -228 | -- |
| Plante Moran Financial Advisors, LLC | -- | Sep 30, 26 | -1.95K | -- |
| Wedmont Private Capital | -- | Sep 30, 26 | -22.95K | -- |
| Opulen Financial Group LLC | -- | Sep 30, 26 | -9.74K | -- |
| DWM Financial Group, Inc. | -- | Sep 30, 26 | -8.27K | -- |
| First Command Advisory Services, Inc. | -- | Sep 30, 26 | -2.08K | -- |
| BANK OF AMERICA CORP /DE/ | 197.19K | Jun 30, 26 | +30.09K | 3.86% |
| RAYMOND JAMES FINANCIAL INC | 168.40K | Jun 30, 26 | -257 | 3.30% |
| Envision Financial Planning, LLC | 108.39K | Jun 30, 26 | +6.48K | 2.12% |
| Sequoia Financial Advisors, LLC | 101.79K | Jun 30, 26 | -8.54K | 1.99% |
| MORGAN STANLEY | 90.69K | Jun 30, 26 | +14.49K | 1.78% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 50.88K | Jun 30, 26 | +13.00K | 1.00% |
| OSAIC HOLDINGS, INC. | 47.58K | Jun 30, 26 | +21.63K | 0.93% |
| ENVESTNET ASSET MANAGEMENT INC | 47.01K | Jun 30, 26 | +4.45K | 0.92% |
| AMERIPRISE FINANCIAL INC | 38.87K | Jun 30, 26 | +14.41K | 0.76% |
| IMA Advisory Services, Inc. | 24.67K | Jun 30, 26 | +24.67K | 0.48% |
| ROYAL BANK OF CANADA | 19.70K | Jun 30, 26 | -697 | 0.39% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 16.69K | Jun 30, 26 | +1.41K | 0.33% |
| Cetera Investment Advisers | 16.68K | Jun 30, 26 | +4.92K | 0.33% |
| MML INVESTORS SERVICES, LLC | 13.21K | Jun 30, 26 | +3.88K | 0.26% |
| NewEdge Advisors, LLC | 13.00K | Jun 30, 26 | +13.00K | 0.25% |
| Equitable Holdings, Inc. | 12.34K | Jun 30, 26 | +1.23K | 0.24% |
| Crews Bank & Trust | 10.78K | Jun 30, 26 | +3.12K | 0.21% |
| WELLS FARGO & COMPANY/MN | 9.98K | Jun 30, 26 | +4.92K | 0.20% |
| Integrated Wealth Concepts LLC | 9.21K | Jun 30, 26 | +9.21K | 0.18% |
| Beacon Pointe Advisors, LLC | 7.76K | Jun 30, 26 | +7.76K | 0.15% |
| MERCER GLOBAL ADVISORS INC /ADV | 3.84K | Jun 30, 26 | +3.84K | 0.08% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 228 | Jun 30, 26 | -- | 0.00% |
| Summit Trail Advisors, LLC | -- | Jun 30, 26 | -9.08K | -- |
| JPMORGAN CHASE & CO | -- | Jun 30, 26 | -39.97K | -- |
| FLOW TRADERS U.S. LLC | -- | Jun 30, 26 | -63.84K | -- |
| GOLDMAN SACHS GROUP INC | -- | Jun 30, 26 | -45.34K | -- |
| ORG Partners LLC | 5.50K | Dec 31, 25 | -- | 0.11% |
| COMERICA BANK | 2.82K | Dec 31, 25 | -- | 0.06% |
| Sterling Financial Group, Inc. | 154.13K | Sep 30, 25 | +46.88K | 3.02% |
| RAYMOND JAMES & ASSOCIATES | 59.36K | Sep 30, 24 | +31.22K | 1.16% |
| Raymond James Financial Services Advisors, Inc. | 39.24K | Sep 30, 24 | +3.75K | 0.77% |
| COWEN AND COMPANY, LLC | 32.44K | Sep 30, 24 | +32.44K | 0.64% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 1.76K | Jun 30, 24 | +1.76K | 0.03% |
