| MORGAN STANLEY | 1.03M | Jun 30, 26 | +79.58K | 6.43% |
| Conservest Capital Advisors, Inc. | 510.15K | Jun 30, 26 | +11.97K | 3.18% |
| BANK OF AMERICA CORP /DE/ | 507.32K | Jun 30, 26 | +26.54K | 3.16% |
| UBS Group AG | 481.63K | Jun 30, 26 | -6.49K | 3.00% |
| WEATHERLY ASSET MANAGEMENT L. P. | 400.84K | Jun 30, 26 | -2.08K | 2.50% |
| TriCert Investment Counsel Inc. | 344.08K | Jun 30, 26 | +344.08K | 2.15% |
| 1832 Asset Management L.P. | 343.47K | Jun 30, 26 | -- | 2.14% |
| Cetera Investment Advisers | 190.66K | Jun 30, 26 | +16.09K | 1.19% |
| AMERIPRISE FINANCIAL INC | 174.42K | Jun 30, 26 | +11.84K | 1.09% |
| WELLS FARGO & COMPANY/MN | 158.42K | Jun 30, 26 | +528 | 0.99% |
| RAYMOND JAMES FINANCIAL INC | 144.27K | Jun 30, 26 | +23.83K | 0.90% |
| LPL Financial LLC | 137.97K | Jun 30, 26 | +207 | 0.86% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 135.39K | Jun 30, 26 | +12.54K | 0.84% |
| HighTower Advisors, LLC | 118.30K | Jun 30, 26 | +6.85K | 0.74% |
| Cambridge Investment Research Advisors, Inc. | 105.72K | Jun 30, 26 | -6.03K | 0.66% |
| COMMONWEALTH EQUITY SERVICES, LLC | 100.76K | Jun 30, 26 | +2.69K | 0.63% |
| Steward Partners Investment Advisory, LLC | 84.85K | Jun 30, 26 | +84 | 0.53% |
| Baron Financial Group, LLC | 82.72K | Jun 30, 26 | -512 | 0.52% |
| Bleakley Financial Group, LLC | 64.99K | Jun 30, 26 | -616 | 0.41% |
| ROYAL BANK OF CANADA | 61.56K | Jun 30, 26 | +1.53K | 0.38% |
| Rockefeller Capital Management L.P. | 61.40K | Jun 30, 26 | -2.94K | 0.38% |
| FIDUCIARY TRUST CO | 59.79K | Jun 30, 26 | -2.92K | 0.37% |
| GRIMES & COMPANY, INC. | 56.41K | Jun 30, 26 | -1.06K | 0.35% |
| FCA CORP /TX | 54.54K | Jun 30, 26 | +1.53K | 0.34% |
| ENVESTNET ASSET MANAGEMENT INC | 51.05K | Jun 30, 26 | +1.39K | 0.32% |
| NATIONAL BANK OF CANADA /FI/ | 50.88K | Jun 30, 26 | -11.00K | 0.32% |
| Addison Advisors LLC | 43.00K | Jun 30, 26 | -58.10K | 0.27% |
| JONES FINANCIAL COMPANIES LLLP | 41.76K | Jun 30, 26 | +6.58K | 0.26% |
| Wealthcare Advisory Partners LLC | 40.16K | Jun 30, 26 | +2.86K | 0.25% |
| Beacon Pointe Advisors, LLC | 38.71K | Jun 30, 26 | +6.34K | 0.24% |
| BNP PARIBAS ARBITRAGE, SNC | 37.30K | Jun 30, 26 | -- | 0.23% |
| Empowered Funds, LLC | 36.64K | Jun 30, 26 | -5.23K | 0.23% |
| Cambria Investment Management, L.P. | 36.64K | Jun 30, 26 | -5.23K | 0.23% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 32.41K | Jun 30, 26 | +3.03K | 0.20% |
| 1 NORTH WEALTH SERVICES LLC | 32.30K | Jun 30, 26 | +308 | 0.20% |
| ADVISOR GROUP HOLDINGS, INC. | 30.52K | Jun 30, 26 | -2.23K | 0.19% |
| PRINCIPAL SECURITIES, INC. | 29.46K | Jun 30, 26 | +17.13K | 0.18% |
| Koss-Olinger Consulting, LLC | 28.39K | Jun 30, 26 | -10.95K | 0.18% |
| Lynx Investment Advisory | 25.63K | Jun 30, 26 | -278 | 0.16% |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | 24.22K | Jun 30, 26 | +24.22K | 0.15% |
| Hilltop Holdings Inc. | 22.71K | Jun 30, 26 | +5.51K | 0.14% |
| MAI Capital Management | 22.49K | Jun 30, 26 | +19.79K | 0.14% |
| Meridian Wealth Management, LLC | 21.74K | Jun 30, 26 | -300 | 0.14% |
| Prism Advisors, Inc. | 20.99K | Jun 30, 26 | -1 | 0.13% |
| NFP Retirement, Inc. | 20.39K | Jun 30, 26 | +20.39K | 0.13% |
| Perigon Wealth Management, LLC | 20.09K | Jun 30, 26 | +10.75K | 0.13% |
| NORTHERN TRUST CORP | 19.30K | Jun 30, 26 | -1.00K | 0.12% |
| CITADEL ADVISORS LLC | 19.09K | Jun 30, 26 | -12.07K | 0.12% |
| Widmann Financial Services, Inc. | 17.16K | Jun 30, 26 | +417 | 0.11% |
| US BANCORP \DE\ | 17.13K | Jun 30, 26 | -260 | 0.11% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16.52K | Jun 30, 26 | -2.29K | 0.10% |
| Comprehensive Money Management Services LLC | 15.85K | Jun 30, 26 | -- | 0.10% |
| FLOW TRADERS U.S. LLC | 15.42K | Jun 30, 26 | -42.65K | 0.10% |
| Apella Capital, LLC | 15.34K | Jun 30, 26 | -731 | 0.10% |
| FIFTH THIRD BANCORP | 15.22K | Jun 30, 26 | +869 | 0.09% |
| Phoenix Wealth Advisors | 14.77K | Jun 30, 26 | +52 | 0.09% |
| Mariner, LLC | 14.65K | Jun 30, 26 | +1.24K | 0.09% |
| Cerity Partners LLC | 13.88K | Jun 30, 26 | -1.80K | 0.09% |
| SRS Capital Advisors, Inc. | 13.84K | Jun 30, 26 | +2.82K | 0.09% |
| FMR LLC | 13.24K | Jun 30, 26 | +899 | 0.08% |
| Allodium Investment Consultants, LLC | 13.07K | Jun 30, 26 | -2.82K | 0.08% |
| Balanced Rock Investment Advisor | 12.63K | Jun 30, 26 | +1.10K | 0.08% |
| Nalls Sherbakoff Group, LLC | 11.35K | Jun 30, 26 | +3.50K | 0.07% |
| Aptus Capital Advisors, LLC | 10.73K | Jun 30, 26 | -4.54K | 0.07% |
| Wealth Advisory Team LLC | 10.44K | Jun 30, 26 | +10.44K | 0.07% |
| Kestra Advisory Services, LLC | 10.31K | Jun 30, 26 | -127 | 0.06% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10.26K | Jun 30, 26 | -260 | 0.06% |
| Sequoia Financial Advisors, LLC | 9.52K | Jun 30, 26 | -- | 0.06% |
| Creative Planning | 9.38K | Jun 30, 26 | +1.87K | 0.06% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 9.17K | Jun 30, 26 | +171 | 0.06% |
| NorthRock Partners, LLC | 8.97K | Jun 30, 26 | -- | 0.06% |
| BlackRock, Inc. | 8.57K | Jun 30, 26 | -- | 0.05% |
| MIDDLETON & CO INC/MA | 8.42K | Jun 30, 26 | -- | 0.05% |
| Savant Capital, LLC | 8.38K | Jun 30, 26 | +8.38K | 0.05% |
| Diversified Trust Co | 8.21K | Jun 30, 26 | -1.49K | 0.05% |
| JPMORGAN CHASE & CO | 8.18K | Jun 30, 26 | -- | 0.05% |
| Farther Finance Advisors, LLC | 8.07K | Jun 30, 26 | -849 | 0.05% |
| MOSAIC FINANCIAL GROUP, LLC | 7.92K | Jun 30, 26 | -- | 0.05% |
| Janney Montgomery Scott LLC | 7.63K | Jun 30, 26 | -17 | 0.05% |
| Miracle Mile Advisors, LLC | 7.50K | Jun 30, 26 | -- | 0.05% |
| New England Private Wealth Advisors LLC | 7.50K | Jun 30, 26 | +7.50K | 0.05% |
| Keel Point, LLC | 7.49K | Jun 30, 26 | -- | 0.05% |
| TPG Advisors LLC | 7.47K | Jun 30, 26 | +378 | 0.05% |
| BLAIR WILLIAM & CO/IL | 7.43K | Jun 30, 26 | +4.49K | 0.05% |
| CIBC Bancorp USA Inc. | 7.20K | Jun 30, 26 | -- | 0.04% |
| Financial Perspectives, Inc | 7.01K | Jun 30, 26 | -- | 0.04% |
| Beta Wealth Group, Inc. | 6.97K | Jun 30, 26 | +51 | 0.04% |
| CI Private Wealth, LLC | 6.96K | Jun 30, 26 | +6.96K | 0.04% |
| Parallel Advisors, LLC | 6.58K | Jun 30, 26 | +100 | 0.04% |
| VestGen Advisors, LLC | 6.52K | Jun 30, 26 | -14 | 0.04% |
| Glen Eagle Advisors, LLC | 6.51K | Jun 30, 26 | +200 | 0.04% |
| SCOTIA CAPITAL INC. | 6.45K | Jun 30, 26 | -- | 0.04% |
| Sigma Planning Corp | 6.25K | Jun 30, 26 | -- | 0.04% |
| Advyzon Investment Management, LLC | 6.02K | Jun 30, 26 | +6.02K | 0.04% |
| MERCER GLOBAL ADVISORS INC /ADV | 5.87K | Jun 30, 26 | -3 | 0.04% |
| Key Client Fiduciary Advisors, LLC | 5.75K | Jun 30, 26 | -400 | 0.04% |
| MERIDIAN INVESTMENT COUNSEL INC. | 5.65K | Jun 30, 26 | -250 | 0.04% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 5.63K | Jun 30, 26 | -- | 0.04% |
| BANK OF MONTREAL /CAN/ | 5.46K | Jun 30, 26 | -159 | 0.03% |
| GOULD ASSET MANAGEMENT LLC /CA/ | 5.30K | Jun 30, 26 | -- | 0.03% |
| Rothschild Capital Partners, LLC | 5.21K | Jun 30, 26 | -- | 0.03% |
| Castle Rock Wealth Management, LLC | 5.15K | Jun 30, 26 | -47 | 0.03% |
| Clearstead Advisors, LLC | 5.13K | Jun 30, 26 | -- | 0.03% |
| CITIGROUP INC | 5.10K | Jun 30, 26 | -220 | 0.03% |
| Lantern Wealth Advisors, LLC | 5.10K | Jun 30, 26 | -- | 0.03% |
| LFA - Lugano Financial Advisors SA | 4.99K | Jun 30, 26 | -- | 0.03% |
| LRI Investments, LLC | 4.83K | Jun 30, 26 | -- | 0.03% |
| Washington Trust Advisors, Inc. | 4.68K | Jun 30, 26 | -- | 0.03% |
| Meramec Financial Planners, LLC | 4.61K | Jun 30, 26 | +105 | 0.03% |
| J.W. COLE ADVISORS, INC. | 4.44K | Jun 30, 26 | -- | 0.03% |
| PFG Investments, LLC | 4.38K | Jun 30, 26 | -- | 0.03% |
| Comprehensive Financial Consultants Institutional, Inc. | 4.32K | Jun 30, 26 | -185 | 0.03% |
| NCM Capital Management, LLC | 4.26K | Jun 30, 26 | -- | 0.03% |
| Greenspring Advisors, LLC | 4.23K | Jun 30, 26 | -- | 0.03% |
| Concurrent Investment Advisors, LLC | 4.14K | Jun 30, 26 | +4.14K | 0.03% |
| SILVER OAK SECURITIES, INCORPORATED | 4.09K | Jun 30, 26 | +4.09K | 0.03% |
| NWAM LLC | 4.07K | Jun 30, 26 | -- | 0.03% |
| Joel Isaacson & Co., LLC | 4.00K | Jun 30, 26 | -- | 0.02% |
| Atomi Financial Group, Inc. | 3.94K | Jun 30, 26 | +3.94K | 0.02% |
| STIFEL FINANCIAL CORP | 3.88K | Jun 30, 26 | -154 | 0.02% |
| Private Advisor Group, LLC | 3.87K | Jun 30, 26 | -672 | 0.02% |
| UBS ASSET MANAGEMENT AMERICAS INC | 3.87K | Jun 30, 26 | -- | 0.02% |
| Modern Wealth Management, LLC | 3.86K | Jun 30, 26 | +3.86K | 0.02% |
| MISSION WEALTH MANAGEMENT, LP | 3.84K | Jun 30, 26 | +3.84K | 0.02% |
| Concord Wealth Partners | 3.62K | Jun 30, 26 | -23 | 0.02% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 3.60K | Jun 30, 26 | +50 | 0.02% |
| Summit Financial, LLC | 3.50K | Jun 30, 26 | -292 | 0.02% |
| Alaethes Wealth LLC | 3.50K | Jun 30, 26 | -- | 0.02% |
| EP Wealth Advisors, LLC | 3.44K | Jun 30, 26 | +53 | 0.02% |
| CHOREO, LLC | 3.32K | Jun 30, 26 | -124 | 0.02% |
| RFG Advisory, LLC | 3.26K | Jun 30, 26 | -- | 0.02% |
| Pathstone Holdings, LLC | 3.26K | Jun 30, 26 | +3.26K | 0.02% |
| Accurate Wealth Management, LLC | 3.26K | Jun 30, 26 | -- | 0.02% |
| Clifford Group, LLC | 3.19K | Jun 30, 26 | +3.19K | 0.02% |
| TRANSCEND CAPITAL ADVISORS, LLC | 3.17K | Jun 30, 26 | -- | 0.02% |
| Dynamic Advisor Solutions LLC | 3.15K | Jun 30, 26 | -- | 0.02% |
| LAIRD NORTON TRUST COMPANY, LLC | 3.09K | Jun 30, 26 | +3.09K | 0.02% |
| Integrated Wealth Concepts LLC | 3.07K | Jun 30, 26 | +3.07K | 0.02% |
| Glassman Wealth Services | 2.93K | Jun 30, 26 | -- | 0.02% |
| Heritage Wealth Advisors | 2.92K | Jun 30, 26 | +2.92K | 0.02% |
| TD Waterhouse Canada Inc. | 2.90K | Jun 30, 26 | +405 | 0.02% |
| WHITTIER TRUST CO OF NEVADA INC | 2.48K | Jun 30, 26 | -90 | 0.02% |
| Larson Financial Group LLC | 2.39K | Jun 30, 26 | -320 | 0.01% |
| NewEdge Advisors, LLC | 2.28K | Jun 30, 26 | +1.64K | 0.01% |
| Allspring Global Investments Holdings, LLC | 2.27K | Jun 30, 26 | +2.27K | 0.01% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2.14K | Jun 30, 26 | -365 | 0.01% |
| North Star Investment Management Corp. | 2.07K | Jun 30, 26 | -- | 0.01% |
| TD PRIVATE CLIENT WEALTH LLC | 1.72K | Jun 30, 26 | +82 | 0.01% |
| Intesa Sanpaolo Wealth Management | 1.67K | Jun 30, 26 | -- | 0.01% |
| Bernard Wealth Management Corp. | 1.45K | Jun 30, 26 | -- | 0.01% |
| United Community Bank | 1.27K | Jun 30, 26 | -- | 0.01% |
| Versant Capital Management, Inc | 1.27K | Jun 30, 26 | -- | 0.01% |
| Monetary Solutions, Ltd | 1.25K | Jun 30, 26 | -- | 0.01% |
| SALEM INVESTMENT COUNSELORS INC | 1.17K | Jun 30, 26 | -150 | 0.01% |
| MCDONALD PARTNERS LLC | 1.10K | Jun 30, 26 | +1.10K | 0.01% |
| Longview Financial Advisors LLC | 1.07K | Jun 30, 26 | -- | 0.01% |
| LOWE BROCKENBROUGH & CO INC | 1.05K | Jun 30, 26 | +47 | 0.01% |
| Vermillion Wealth Management, Inc. | 1.02K | Jun 30, 26 | -- | 0.01% |
| AdvisorNet Financial, Inc | 1.00K | Jun 30, 26 | -- | 0.01% |
| MATHER GROUP, LLC. | 979 | Jun 30, 26 | +93 | 0.01% |
| New England Capital Financial Advisors LLC | 973 | Jun 30, 26 | -- | 0.01% |
| Institute for Wealth Management, LLC. | 798 | Jun 30, 26 | +798 | 0.00% |
| IFP Advisors, Inc | 786 | Jun 30, 26 | -1.14K | 0.00% |
| Ashton Thomas Private Wealth, LLC | 767 | Jun 30, 26 | +767 | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 735 | Jun 30, 26 | -6 | 0.00% |
| Cape Investment Advisory, Inc. | 632 | Jun 30, 26 | +632 | 0.00% |
| AE Wealth Management LLC | 540 | Jun 30, 26 | -113 | 0.00% |
| Hanson & Doremus Investment Management | 534 | Jun 30, 26 | -- | 0.00% |
| Federation des caisses Desjardins du Quebec | 519 | Jun 30, 26 | -- | 0.00% |
| Geneos Wealth Management Inc. | 508 | Jun 30, 26 | -- | 0.00% |
| LGT Financial Advisors LLC | 500 | Jun 30, 26 | -- | 0.00% |
| Legacy Bridge, LLC | 500 | Jun 30, 26 | -- | 0.00% |
| IFG Advisory, LLC | 496 | Jun 30, 26 | +496 | 0.00% |
| MCF Advisors LLC | 467 | Jun 30, 26 | +467 | 0.00% |
| ADKINS SEALE CAPITAL MANAGEMENT LLC | 453 | Jun 30, 26 | -- | 0.00% |
| TRUST CO OF VERMONT | 425 | Jun 30, 26 | +425 | 0.00% |
| Rosenberg Matthew Hamilton | 410 | Jun 30, 26 | -- | 0.00% |
| WHITTIER TRUST CO | 406 | Jun 30, 26 | -- | 0.00% |
| Smallwood Wealth Investment Management, LLC | 400 | Jun 30, 26 | -- | 0.00% |
| Carolina Wealth Advisors, LLC | 395 | Jun 30, 26 | -- | 0.00% |
| TORONTO DOMINION BANK | 370 | Jun 30, 26 | +370 | 0.00% |
| EFG International AG | 360 | Jun 30, 26 | +360 | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 307 | Jun 30, 26 | -838 | 0.00% |
| CHESAPEAKE ASSET MANAGEMENT LLC | 295 | Jun 30, 26 | -- | 0.00% |
| CoreCap Advisors, LLC | 295 | Jun 30, 26 | -- | 0.00% |
| Fourth Dimension Wealth, LLC | 288 | Jun 30, 26 | -- | 0.00% |
| WOLFF WIESE MAGANA LLC | 265 | Jun 30, 26 | -- | 0.00% |
| Russell Investments Group, Ltd. | 250 | Jun 30, 26 | +250 | 0.00% |
| TUCKER ASSET MANAGEMENT LLC | 250 | Jun 30, 26 | -- | 0.00% |
| Fortis Group Advisors, LLC | 244 | Jun 30, 26 | -- | 0.00% |
| Millstone Evans Group, LLC | 241 | Jun 30, 26 | -- | 0.00% |
| DiNuzzo Private Wealth, Inc. | 201 | Jun 30, 26 | -- | 0.00% |
| Timbuktu Capital Management, LLC | 200 | Jun 30, 26 | +200 | 0.00% |
| Silver Grove Financial Group, Inc. | 200 | Jun 30, 26 | +200 | 0.00% |
| Ares Financial Consulting, LLC | 198 | Jun 30, 26 | +27 | 0.00% |
| DHJJ Financial Advisors, Ltd. | 191 | Jun 30, 26 | -- | 0.00% |
| Golden State Wealth Management, LLC | 189 | Jun 30, 26 | -- | 0.00% |
| Founders Financial Alliance, LLC | 184 | Jun 30, 26 | -- | 0.00% |
| SITTNER & NELSON, LLC | 170 | Jun 30, 26 | -- | 0.00% |
| Ritter Daniher Financial Advisory LLC / DE | 160 | Jun 30, 26 | -- | 0.00% |
| Cranbrook Wealth Management, LLC | 156 | Jun 30, 26 | -- | 0.00% |
| HARBOR INVESTMENT ADVISORY, LLC | 150 | Jun 30, 26 | -- | 0.00% |
| Sage Mountain Advisors LLC | 147 | Jun 30, 26 | -- | 0.00% |
| Archer Investment Corp | 135 | Jun 30, 26 | +135 | 0.00% |
| Costello Asset Management, INC | 134 | Jun 30, 26 | -- | 0.00% |
| ASSETMARK, INC | 130 | Jun 30, 26 | -- | 0.00% |
| Pflug Koory, LLC | 100 | Jun 30, 26 | -- | 0.00% |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 100 | Jun 30, 26 | -- | 0.00% |
| DUNCKER STREETT & CO INC | 56 | Jun 30, 26 | -- | 0.00% |
| Spire Wealth Management | 50 | Jun 30, 26 | -- | 0.00% |
| Smartleaf Asset Management LLC | 40 | Jun 30, 26 | -- | 0.00% |
| Global Retirement Partners, LLC | 36 | Jun 30, 26 | +36 | 0.00% |
| Tradewinds Capital Management, LLC | 36 | Jun 30, 26 | -- | 0.00% |
| Key FInancial Inc | 30 | Jun 30, 26 | -- | 0.00% |
| HARBOUR INVESTMENTS, INC. | 27 | Jun 30, 26 | -- | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 20 | Jun 30, 26 | +20 | 0.00% |
| Napier Financial, LLC | 14 | Jun 30, 26 | +1 | 0.00% |
| Trust Co | 8 | Jun 30, 26 | -- | 0.00% |
| Allworth Financial LP | -- | Jun 30, 26 | -223 | -- |
| TWIN PEAKS WEALTH ADVISORS, LLC | -- | Jun 30, 26 | -319 | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -59 | -- |
| Qube Research & Technologies Ltd | -- | Jun 30, 26 | -40 | -- |
| KESTRA PRIVATE WEALTH SERVICES, LLC | -- | Jun 30, 26 | -9.24K | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -52.23K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -1.71K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -159 | -- |
| Trust Point Inc. | -- | Jun 30, 26 | -5.61K | -- |
| EVOKE WEALTH, LLC | -- | Jun 30, 26 | -19.49K | -- |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | -- | Jun 30, 26 | -500 | -- |
| AlphaCore Capital LLC | -- | Jun 30, 26 | -100 | -- |
| Lido Advisors, LLC | -- | Jun 30, 26 | -3.80K | -- |
| EverSource Wealth Advisors, LLC | -- | Jun 30, 26 | -109 | -- |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | -- | Jun 30, 26 | -25.05K | -- |
| RETIREMITTEN FINANCIAL LLC | -- | Jun 30, 26 | -166 | -- |
| Mesirow Financial Investment Management, Inc. | -- | Jun 30, 26 | -3.41K | -- |
| Stratos Wealth Partners, LTD. | -- | Jun 30, 26 | -12.32K | -- |
| EXENCIAL WEALTH ADVISORS, LLC | 7.78K | Mar 31, 26 | +224 | 0.05% |
| First Affirmative Financial Network | 5.98K | Mar 31, 26 | +5.98K | 0.04% |
| CWM, LLC | 2.62K | Mar 31, 26 | +175 | 0.02% |
| COMERICA BANK | 12.85K | Dec 31, 25 | -380 | 0.08% |
| CIBC Private Wealth Group, LLC | 7.06K | Dec 31, 25 | +29 | 0.04% |
| MGB Wealth Management, LLC | 3.26K | Dec 31, 25 | +12 | 0.02% |
| Motiv8 Investments LLC | 220 | Dec 31, 25 | +220 | 0.00% |
| ORG Partners LLC | 58 | Dec 31, 25 | -- | 0.00% |
| PERRITT CAPITAL MANAGEMENT INC | -- | Dec 31, 25 | -1.06K | -- |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -160 | -- |
| Wealthstream Advisors, Inc. | 4.23K | Sep 30, 25 | -- | 0.03% |
| EWG Elevate Inc. | 3.80K | Sep 30, 25 | -56.97K | 0.02% |
| CROWLEY WEALTH MANAGEMENT, INC. | 400 | Sep 30, 25 | -- | 0.00% |
| Money Design Co.,Ltd. | 44.98K | Jun 30, 25 | -3.49K | 0.28% |
| Atria Wealth Solutions, Inc. | 4.76K | Jun 30, 25 | +504 | 0.03% |
| Parkside Advisors LLC | 4.42K | Jun 30, 25 | -- | 0.03% |
| AVANTAX ADVISORY SERVICES, INC. | 3.21K | Jun 30, 25 | +3.21K | 0.02% |
| Transform Wealth, LLC | 4.01K | Mar 31, 25 | -2.59K | 0.03% |
| RAYMOND JAMES & ASSOCIATES | 90.16K | Sep 30, 24 | +2.65K | 0.56% |
| Bridge Advisory, LLC | 22.51K | Sep 30, 24 | -381 | 0.14% |
| Raymond James Financial Services Advisors, Inc. | 22.17K | Sep 30, 24 | +170 | 0.14% |
| Planning Capital Management Corp | 356 | Sep 30, 24 | -- | 0.00% |
| Cetera Advisor Networks LLC | 150.17K | Mar 31, 24 | -4.19K | 0.94% |
| Cetera Advisors LLC | 79.29K | Mar 31, 24 | -5.68K | 0.49% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 3.70K | Mar 31, 24 | +3.70K | 0.02% |
| Simplicity Solutions, LLC | 66.13K | Dec 31, 23 | +1.94K | 0.41% |
| FOCUS FINANCIAL NETWORK INC /ADV | 35.32K | Dec 31, 23 | +35.32K | 0.22% |
| WADE G W & INC | 15.24K | Dec 31, 23 | -700 | 0.10% |
| DB Wealth Management Group, LLC | 141 | Dec 31, 23 | -- | 0.00% |
| Baystate Wealth Management LLC | 50 | Dec 31, 23 | -- | 0.00% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 9.00K | Sep 30, 23 | -13.90K | 0.06% |
| COLONY GROUP LLC | 8.21K | Sep 30, 23 | +23 | 0.05% |
| Financial Architects, Inc | 19.84K | Jun 30, 23 | +861 | 0.12% |
| TIAA, FSB | 9.00K | Jun 30, 23 | -- | 0.06% |
| BDO Wealth Advisors, LLC | 1.95K | Jun 30, 23 | -- | 0.01% |
| Kistler-Tiffany Companies, LLC | 971 | Jun 30, 23 | -- | 0.01% |
| Endurance Wealth Management, Inc. | 515 | Jun 30, 23 | -- | 0.00% |
| Sargent Bickham Lagudis LLC | 522 | Dec 31, 22 | -- | 0.00% |
| Cribstone Capital Management, LLC | 135 | Dec 31, 22 | -- | 0.00% |
| Kore Private Wealth LLC | 6.95K | Sep 30, 22 | -- | 0.04% |
| Frontier Wealth Management LLC | 17.35K | Jun 30, 22 | +17.35K | 0.11% |
| STRATEGIC CAPITAL ADVISERS, INC. | 7.34K | Jun 30, 22 | -- | 0.05% |
| BREWIN DOLPHIN LTD | 190 | Jun 30, 22 | -- | 0.00% |
| Personal Wealth Partners | 7.52K | Mar 31, 22 | -- | 0.05% |
| MD Financial Management Inc. | 345.46K | Dec 31, 21 | -15.37K | 2.15% |
| Crescent Capital Consulting, LLC | 500 | Dec 31, 21 | -- | 0.00% |
| Carroll Financial Associates, Inc. | -- | Dec 31, 21 | -1.04K | -- |
| NEXT Financial Group, Inc | -- | Dec 31, 21 | -6.30K | -- |
| Ameritas Investment Company, LLC | 21.46K | Sep 30, 21 | +5.18K | 0.13% |
| Sonora Investment Management, LLC | -- | Sep 30, 21 | -41 | -- |
| Legacy Wealth Partners, Inc. | 13.32K | Jun 30, 21 | +13.32K | 0.08% |
| QS Investors, LLC | -- | Jun 30, 21 | -167 | -- |
| Winslow, Evans & Crocker, Inc. | 350 | Dec 31, 20 | -5.66K | 0.00% |
| SHINE INVESTMENT ADVISORY SERVICES INC | 52 | Sep 30, 20 | -- | 0.00% |
| Willingdon Wealth Management | 7.45K | Mar 31, 20 | +193 | 0.05% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 8.14K | Dec 31, 19 | -161 | 0.05% |
| Advisor Group, Inc. | 8.12K | Dec 31, 19 | -1.33K | 0.05% |
| NEXT Financial Holdings | 4.68K | Mar 31, 19 | +4.68K | 0.03% |
| Live Your Vision, LLC | -- | Mar 31, 19 | -7 | -- |
| NORTHERN CAPITAL MANAGEMENT LLC | 37.43K | Dec 31, 18 | -500 | 0.23% |
| Edge Advisors, LLC | 1.00K | Jun 30, 18 | +1.00K | 0.01% |