| Envestnet Portfolio Solutions, Inc. | 158.75K | Jun 30, 26 | +54.25K | 11.11% |
| Creative Planning | 56.80K | Jun 30, 26 | -- | 3.97% |
| ADVISOR GROUP HOLDINGS, INC. | 27.28K | Jun 30, 26 | +24.42K | 1.91% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14.98K | Jun 30, 26 | +1.51K | 1.05% |
| CITADEL ADVISORS LLC | 14.05K | Jun 30, 26 | -89 | 0.98% |
| MCF Advisors LLC | 10.77K | Jun 30, 26 | +3 | 0.75% |
| Accordant Advisory Group Inc | 10.40K | Jun 30, 26 | -- | 0.73% |
| LAIRD NORTON TRUST COMPANY, LLC | 7.99K | Jun 30, 26 | -- | 0.56% |
| HARBOUR INVESTMENTS, INC. | 5.75K | Jun 30, 26 | +118 | 0.40% |
| Parallel Advisors, LLC | 4.97K | Jun 30, 26 | +4.97K | 0.35% |
| BROWN ADVISORY INC | 4.31K | Jun 30, 26 | +4.31K | 0.30% |
| AdvisorNet Financial, Inc | 4.00K | Jun 30, 26 | -- | 0.28% |
| FMR LLC | 1.50K | Jun 30, 26 | +98 | 0.10% |
| Financially Speaking Inc | 1.06K | Jun 30, 26 | -- | 0.07% |
| SRS Capital Advisors, Inc. | 1.03K | Jun 30, 26 | +1.03K | 0.07% |
| ROYAL BANK OF CANADA | 533 | Jun 30, 26 | -18 | 0.04% |
| Johnson Financial Group, Inc. | 437 | Jun 30, 26 | -- | 0.03% |
| Farther Finance Advisors, LLC | 399 | Jun 30, 26 | -- | 0.03% |
| MORGAN STANLEY | 362 | Jun 30, 26 | -- | 0.03% |
| US BANCORP \DE\ | 361 | Jun 30, 26 | -- | 0.03% |
| Godfrey Financial Associates, Inc. | 178 | Jun 30, 26 | -- | 0.01% |
| Allworth Financial LP | 176 | Jun 30, 26 | -- | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 76 | Jun 30, 26 | +76 | 0.01% |
| TWO SIGMA INVESTMENTS, LP | -- | Jun 30, 26 | -5.60K | -- |
| Reflection Asset Management | 18.02K | Mar 31, 26 | +18.02K | 1.26% |
| Maxwell Wealth Strategies Inc. | 55.31K | Dec 31, 24 | -- | 3.87% |
| Bartlett & Co. LLC | 2.33K | Dec 31, 23 | +2.33K | 0.16% |
| American Portfolios Advisors | 134 | Sep 30, 22 | -- | 0.01% |