| Glenview Trust Co | 1.41M | Sep 30, 26 | +151.60K | 10.03% |
| Beacon Bank & Trust | 237.90K | Sep 30, 26 | +24.49K | 1.70% |
| MGO ONE SEVEN LLC | 61.04K | Sep 30, 26 | -13.25K | 0.44% |
| Apollon Wealth Management, LLC | 46.72K | Sep 30, 26 | +4.34K | 0.33% |
| Financial Network Wealth Advisors LLC | 4.13K | Sep 30, 26 | -1.91K | 0.03% |
| Revisor Wealth Management LLC | -- | Sep 30, 26 | -6.71K | -- |
| Blue Trust, Inc. | -- | Sep 30, 26 | -102 | -- |
| HANTZ FINANCIAL SERVICES, INC. | 6.10M | Jun 30, 26 | -117.85K | 43.51% |
| MORGAN STANLEY | 1.70M | Jun 30, 26 | +125.62K | 12.16% |
| Rockefeller Capital Management L.P. | 1.03M | Jun 30, 26 | +135.16K | 7.37% |
| ENVESTNET ASSET MANAGEMENT INC | 953.00K | Jun 30, 26 | +130.74K | 6.80% |
| HighTower Advisors, LLC | 425.79K | Jun 30, 26 | +238.57K | 3.04% |
| OSAIC HOLDINGS, INC. | 358.83K | Jun 30, 26 | -22.81K | 2.56% |
| STIFEL FINANCIAL CORP | 260.88K | Jun 30, 26 | +54.37K | 1.86% |
| Nuveen, LLC | 156.84K | Jun 30, 26 | +156.84K | 1.12% |
| Integrated Wealth Concepts LLC | 141.55K | Jun 30, 26 | -154 | 1.01% |
| Clarendon Private LLC | 131.97K | Jun 30, 26 | -7.02K | 0.94% |
| JONES FINANCIAL COMPANIES LLLP | 131.58K | Jun 30, 26 | +44.79K | 0.94% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16.26K | Jun 30, 26 | +9.36K | 0.12% |
| NATIXIS ADVISORS, LLC | 14.93K | Jun 30, 26 | +1.27K | 0.11% |
| Orion Porfolio Solutions, LLC | 14.58K | Jun 30, 26 | -284 | 0.10% |
| Aptus Capital Advisors, LLC | 12.31K | Jun 30, 26 | +2.51K | 0.09% |
| LPL Financial LLC | 10.60K | Jun 30, 26 | -712 | 0.08% |
| RAYMOND JAMES FINANCIAL INC | 6.25K | Jun 30, 26 | -591 | 0.04% |
| Quantinno Capital Management LP | 5.87K | Jun 30, 26 | +5.87K | 0.04% |
| Copley Financial Group, Inc. | 5.82K | Jun 30, 26 | +5.82K | 0.04% |
| Waverly Advisors, LLC | 5.71K | Jun 30, 26 | +5.71K | 0.04% |
| FIFTH THIRD BANCORP | 5.57K | Jun 30, 26 | -3 | 0.04% |
| ROYAL BANK OF CANADA | 5.16K | Jun 30, 26 | +4.76K | 0.04% |
| JPMORGAN CHASE & CO | 3.54K | Jun 30, 26 | +2.62K | 0.03% |
| ST GERMAIN D J CO INC | 460 | Jun 30, 26 | -- | 0.00% |
| UBS Group AG | 214 | Jun 30, 26 | -23 | 0.00% |
| Steward Partners Investment Advisory, LLC | 167 | Jun 30, 26 | +167 | 0.00% |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -38.41K | -- |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | -- | Jun 30, 26 | -237 | -- |
| GOLDMAN SACHS GROUP INC | -- | Jun 30, 26 | -13.04K | -- |
| Brooklyn Investment Group | 141.62K | Mar 31, 26 | -26.58K | 1.01% |
| COMERICA BANK | 6.06K | Dec 31, 25 | +5.84K | 0.04% |
| Congress Wealth Management LLC / DE / | 272.04K | Jun 30, 25 | +24.72K | 1.94% |
