| Squire Investment Management Company, LLC | 1.76M | Sep 30, 26 | +43.45K | 2.07% |
| Brady Martz Wealth Solutions, LLC | 815.27K | Sep 30, 26 | +35.18K | 0.96% |
| Capstone Wealth Management, LLC | 710.17K | Sep 30, 26 | -1.52K | 0.83% |
| EverSource Wealth Advisors, LLC | 692.00K | Sep 30, 26 | +17.83K | 0.81% |
| HMV Wealth Advisors, LLC | 668.75K | Sep 30, 26 | +22.09K | 0.79% |
| HBE Wealth Management, LLC | 621.46K | Sep 30, 26 | +496 | 0.73% |
| D.A. DAVIDSON & CO. | 287.12K | Sep 30, 26 | +287.12K | 0.34% |
| Evanson Financial, LLC | 254.55K | Sep 30, 26 | -- | 0.30% |
| Allworth Financial LP | 223.57K | Sep 30, 26 | -- | 0.26% |
| Prism Planning Partners LLC | 220.63K | Sep 30, 26 | +17.49K | 0.26% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 217.00K | Sep 30, 26 | -1.89K | 0.25% |
| POINCIANA ADVISORS GROUP, LLC | 212.79K | Sep 30, 26 | -5.25K | 0.25% |
| LPL Financial LLC | 141.14K | Sep 30, 26 | -9.89K | 0.17% |
| PARK AVENUE SECURITIES LLC | 137.42K | Sep 30, 26 | +921 | 0.16% |
| BAYSHORE ASSET MANAGEMENT, LLC | 131.53K | Sep 30, 26 | -12.13K | 0.15% |
| Apollon Wealth Management, LLC | 89.69K | Sep 30, 26 | -26.77K | 0.11% |
| EARNED WEALTH ADVISORS, LLC | 78.69K | Sep 30, 26 | -1.00K | 0.09% |
| Waterfront Wealth Inc. | 55.20K | Sep 30, 26 | -- | 0.06% |
| Compass Ion Advisors, LLC | 51.77K | Sep 30, 26 | +29.75K | 0.06% |
| UMB Bank, n.a. | 49.29K | Sep 30, 26 | -- | 0.06% |
| Belleair Asset Management, LLC | 42.60K | Sep 30, 26 | -1.05K | 0.05% |
| Cambridge Investment Research Advisors, Inc. | 34.23K | Sep 30, 26 | +10.92K | 0.04% |
| Creative Planning | 34.09K | Sep 30, 26 | +1.98K | 0.04% |
| Kestra Advisory Services, LLC | 33.09K | Sep 30, 26 | +9.35K | 0.04% |
| Symmetry Partners, LLC | 32.88K | Sep 30, 26 | -1.13K | 0.04% |
| Savant Capital, LLC | 32.25K | Sep 30, 26 | -3.40K | 0.04% |
| CHOREO, LLC | 27.18K | Sep 30, 26 | -- | 0.03% |
| Visionary Wealth Advisors | 23.12K | Sep 30, 26 | -- | 0.03% |
| Madrid Financial Services | 18.79K | Sep 30, 26 | -915 | 0.02% |
| Cassaday & Co Wealth Management LLC | 17.41K | Sep 30, 26 | -- | 0.02% |
| Vise Technologies, Inc. | 16.98K | Sep 30, 26 | -617 | 0.02% |
| Plancorp, LLC | 12.54K | Sep 30, 26 | -- | 0.01% |
| Crestwood Advisors Group, LLC | 11.07K | Sep 30, 26 | -- | 0.01% |
| Blueprint Investment Partners LLC | 10.09K | Sep 30, 26 | -- | 0.01% |
| Blueprint Financial Advisors LLC | 10.09K | Sep 30, 26 | -- | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 9.92K | Sep 30, 26 | -- | 0.01% |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 9.00K | Sep 30, 26 | -- | 0.01% |
| KAVAR CAPITAL PARTNERS GROUP, LLC | 8.93K | Sep 30, 26 | -- | 0.01% |
| THRIVENT FINANCIAL FOR LUTHERANS | 8.24K | Sep 30, 26 | +8.24K | 0.01% |
| RITHOLTZ WEALTH MANAGEMENT | 8.03K | Sep 30, 26 | -- | 0.01% |
| COMMONWEALTH EQUITY SERVICES, LLC | 7.68K | Sep 30, 26 | +7.68K | 0.01% |
| PDS Planning, Inc | 7.26K | Sep 30, 26 | -- | 0.01% |
| CENTRAL TRUST Co | 5.21K | Sep 30, 26 | -795 | 0.01% |
| Your Advocates Ltd., LLP | 4.16K | Sep 30, 26 | -- | 0.00% |
| Cornerstone Planning Group LLC | -- | Sep 30, 26 | -425 | -- |
| LJI Wealth Management, LLC | -- | Sep 30, 26 | -11.50K | -- |
| Base Wealth Management LLC | -- | Sep 30, 26 | -7.13K | -- |
| Focus Partners Wealth | 36.84M | Jun 30, 26 | -413.81K | 43.29% |
| Focus Advisor Solutions, LLC | 21.10M | Jun 30, 26 | +966.35K | 24.79% |
| KEB ASSET MANAGEMENT, LLC | 1.60M | Jun 30, 26 | -14.21K | 1.88% |
| CLARIS ADVISORS, LLC / MO / | 1.21M | Jun 30, 26 | -9.46K | 1.43% |
| ENVESTNET ASSET MANAGEMENT INC | 1.15M | Jun 30, 26 | -1.66K | 1.35% |
| AQR CAPITAL MANAGEMENT LLC | 991.51K | Jun 30, 26 | +191.69K | 1.16% |
| Vistica Wealth Advisors, LLC | 603.28K | Jun 30, 26 | +26.05K | 0.71% |
| BENNINGFIELD FINANCIAL ADVISORS, LLC | 512.76K | Jun 30, 26 | -9.55K | 0.60% |
| DOPKINS WEALTH MANAGEMENT, LLC | 397.07K | Jun 30, 26 | -826 | 0.47% |
| Hill Investment Group Partners, LLC | 204.74K | Jun 30, 26 | -10.60K | 0.24% |
| JPMORGAN CHASE & CO | 195.86K | Jun 30, 26 | +60.56K | 0.23% |
| RB Capital Management, LLC | 194.17K | Jun 30, 26 | +13.22K | 0.23% |
| TWO SIGMA INVESTMENTS, LP | 185.90K | Jun 30, 26 | +7.60K | 0.22% |
| Mariner, LLC | 174.05K | Jun 30, 26 | +6.54K | 0.20% |
| Parkwoods Wealth Partners, LLC | 171.37K | Jun 30, 26 | -14.63K | 0.20% |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 147.23K | Jun 30, 26 | -3.52K | 0.17% |
| GOLDMAN SACHS GROUP INC | 125.10K | Jun 30, 26 | +125.10K | 0.15% |
| Berger Financial Group, Inc | 122.10K | Jun 30, 26 | -- | 0.14% |
| Quantinno Capital Management LP | 121.01K | Jun 30, 26 | +12.30K | 0.14% |
| Curi Capital, LLC | 82.39K | Jun 30, 26 | -- | 0.10% |
| Smartleaf Asset Management LLC | 81.28K | Jun 30, 26 | -- | 0.10% |
| IEQ CAPITAL, LLC | 79.36K | Jun 30, 26 | +6.83K | 0.09% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 75.36K | Jun 30, 26 | +40 | 0.09% |
| Integrity Wealth Solutions LLC | 71.54K | Jun 30, 26 | -- | 0.08% |
| Ballentine Partners, LLC | 49.27K | Jun 30, 26 | -- | 0.06% |
| OSAIC HOLDINGS, INC. | 45.71K | Jun 30, 26 | +39.94K | 0.05% |
| E-Wealth Partners, LLC | 34.10K | Jun 30, 26 | -4.93K | 0.04% |
| Cresset Asset Management, LLC | 34.05K | Jun 30, 26 | -- | 0.04% |
| FIDUCIARY TRUST CO | 26.77K | Jun 30, 26 | -- | 0.03% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23.24K | Jun 30, 26 | +4.90K | 0.03% |
| Beaird Harris Wealth Management, LLC | 21.73K | Jun 30, 26 | -- | 0.03% |
| NewEdge Advisors, LLC | 17.60K | Jun 30, 26 | -1.27K | 0.02% |
| Pathstone Holdings, LLC | 16.90K | Jun 30, 26 | -- | 0.02% |
| Kilner Capital Advisors, LLC | 15.86K | Jun 30, 26 | -548 | 0.02% |
| MML INVESTORS SERVICES, LLC | 14.82K | Jun 30, 26 | +100 | 0.02% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 14.46K | Jun 30, 26 | -- | 0.02% |
| Cetera Investment Advisers | 14.43K | Jun 30, 26 | +14.43K | 0.02% |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 14.21K | Jun 30, 26 | -2.54K | 0.02% |
| HighTower Advisors, LLC | 14.10K | Jun 30, 26 | +160 | 0.02% |
| Sanctuary Advisors, LLC | 14.07K | Jun 30, 26 | +14.07K | 0.02% |
| RAYMOND JAMES FINANCIAL INC | 13.89K | Jun 30, 26 | -- | 0.02% |
| Intentional Wealth Strategies, LLC | 12.90K | Jun 30, 26 | +450 | 0.02% |
| COFG Advisors, LLC | 12.19K | Jun 30, 26 | -- | 0.01% |
| BWM Planning, LLC | 12.19K | Jun 30, 26 | -- | 0.01% |
| Arax Advisory Partners | 11.74K | Jun 30, 26 | +11.74K | 0.01% |
| Advisory Services Network, LLC | 9.49K | Jun 30, 26 | -- | 0.01% |
| World Investment Advisors | 9.33K | Jun 30, 26 | -- | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 9.30K | Jun 30, 26 | -26 | 0.01% |
| BBR PARTNERS, LLC | 9.04K | Jun 30, 26 | -- | 0.01% |
| MORGAN STANLEY | 8.46K | Jun 30, 26 | -7.90K | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 7.88K | Jun 30, 26 | +3.26K | 0.01% |
| Johnson Wealth Management, LLC | 7.86K | Jun 30, 26 | +7.86K | 0.01% |
| Stratos Wealth Partners, LTD. | 7.76K | Jun 30, 26 | -890 | 0.01% |
| RWA WEALTH PARTNERS, LLC | 6.97K | Jun 30, 26 | +6.97K | 0.01% |
| FMR LLC | 3.54K | Jun 30, 26 | -- | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 3.02K | Jun 30, 26 | -- | 0.00% |
| Nova Wealth Management, Inc. | 2.45K | Jun 30, 26 | -497 | 0.00% |
| Sankala Group LLC | 1.24K | Jun 30, 26 | +1.24K | 0.00% |
| Rockefeller Capital Management L.P. | 589 | Jun 30, 26 | +589 | 0.00% |
| ROYAL BANK OF CANADA | 87 | Jun 30, 26 | +87 | 0.00% |
| AE Wealth Management LLC | 18 | Jun 30, 26 | -- | 0.00% |
| UBS Group AG | -- | Jun 30, 26 | -400 | -- |
| Private Advisor Group, LLC | -- | Jun 30, 26 | -13.45K | -- |
| Evanson Asset Management, LLC | 232.23K | Mar 31, 26 | -- | 0.27% |
| CWM, LLC | 95.90K | Mar 31, 26 | -17.44K | 0.11% |
| PBMares Wealth Management LLC | 75.90K | Sep 30, 25 | -- | 0.09% |
| KRAFT ASSET MANAGEMENT, LLC | 163.58K | Jun 30, 25 | -33.99K | 0.19% |
| Marcum Wealth, LLC | 51.74K | Mar 31, 25 | -- | 0.06% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 29.16M | Jun 30, 24 | +1.50M | 34.26% |
| Cetera Advisors LLC | 15.73K | Mar 31, 24 | +15.73K | 0.02% |
| Bartlett & Co. LLC | 14.46K | Dec 31, 23 | +14.46K | 0.02% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 90.60K | Sep 30, 23 | -1.83K | 0.11% |
| BRIGGS ADVISORY GROUP, INC. | 21.15K | Sep 30, 23 | -4.83K | 0.02% |
| PATHSTONE FAMILY OFFICE, LLC | 16.90K | Sep 30, 23 | +16.90K | 0.02% |
| TRIAD FINANCIAL ADVISORS, INC. | 15.62K | Sep 30, 23 | -- | 0.02% |
| Veritable, L.P. | 16.90K | Jun 30, 23 | -12.40K | 0.02% |
| Endurance Wealth Management, Inc. | 11.07K | Jun 30, 23 | +11.07K | 0.01% |
