| AlTi Global, Inc. | 4.82M | Sep 30, 26 | -113.68K | 27.53% |
| Cerity Partners OCIO LLC | 2.41M | Sep 30, 26 | +75.73K | 13.77% |
| LPL Financial LLC | 387.15K | Sep 30, 26 | +69.61K | 2.21% |
| STIFEL FINANCIAL CORP | 253.21K | Sep 30, 26 | +5.89K | 1.45% |
| RAYMOND JAMES FINANCIAL INC | 189.50K | Sep 30, 26 | +4.02K | 1.08% |
| Cetera Investment Advisers | 137.84K | Sep 30, 26 | +76.39K | 0.79% |
| ELEVATION POINT WEALTH PARTNERS, LLC | 114.69K | Sep 30, 26 | -68.02K | 0.66% |
| Rockefeller Capital Management L.P. | 96.55K | Sep 30, 26 | -17.54K | 0.55% |
| Arax Advisory Partners | 72.72K | Sep 30, 26 | +1.39K | 0.42% |
| FLOW TRADERS U.S. LLC | 67.20K | Sep 30, 26 | +67.20K | 0.38% |
| TOUNJIAN ADVISORY PARTNERS, LLC | 58.42K | Sep 30, 26 | -5.59K | 0.33% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 47.11K | Sep 30, 26 | +18.65K | 0.27% |
| Cambridge Investment Research Advisors, Inc. | 41.46K | Sep 30, 26 | +1.98K | 0.24% |
| UBS Group AG | 38.85K | Sep 30, 26 | -2.84K | 0.22% |
| StoneX Group Inc. | 28.56K | Sep 30, 26 | -746 | 0.16% |
| MORGAN STANLEY | 24.46K | Sep 30, 26 | -948 | 0.14% |
| COMMONWEALTH EQUITY SERVICES, LLC | 23.34K | Sep 30, 26 | -4.45K | 0.13% |
| OneDigital Investment Advisors LLC | 23.00K | Sep 30, 26 | -190 | 0.13% |
| Sigma Planning Corp | 21.36K | Sep 30, 26 | +847 | 0.12% |
| Legacy Wealth Managment, LLC/ID | 21.20K | Sep 30, 26 | -9.59K | 0.12% |
| Private Advisor Group, LLC | 20.61K | Sep 30, 26 | +931 | 0.12% |
| US BANCORP \DE\ | 11.82K | Sep 30, 26 | -- | 0.07% |
| D.A. DAVIDSON & CO. | 8.50K | Sep 30, 26 | -- | 0.05% |
| OSAIC HOLDINGS, INC. | 6.31K | Sep 30, 26 | +1.51K | 0.04% |
| Global Retirement Partners, LLC | 5.21K | Sep 30, 26 | -- | 0.03% |
| Holos Integrated Wealth LLC | 5.16K | Sep 30, 26 | -1.41K | 0.03% |
| AE Wealth Management LLC | 3.06K | Sep 30, 26 | +1.60K | 0.02% |
| Balance Wealth Partners LLC | 1.48K | Sep 30, 26 | +1.48K | 0.01% |
| Aptus Capital Advisors, LLC | 1.29K | Sep 30, 26 | -- | 0.01% |
| FIFTH THIRD BANCORP | 800 | Sep 30, 26 | -- | 0.00% |
| Benson Wealth Management INC | 735 | Sep 30, 26 | +735 | 0.00% |
| FRANKLIN TEMPLETON INC | 403 | Sep 30, 26 | -- | 0.00% |
| Ashton Thomas Private Wealth, LLC | 281 | Sep 30, 26 | +2 | 0.00% |
| HARBOUR INVESTMENTS, INC. | 140 | Sep 30, 26 | +1 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 55 | Sep 30, 26 | -- | 0.00% |
| Capital Investment Advisory Services, LLC | 2 | Sep 30, 26 | +2 | 0.00% |
| Daytona Street Capital LLC | -- | Sep 30, 26 | -2.49K | -- |
| Abound Wealth Management | -- | Sep 30, 26 | -380 | -- |
| Inscription Capital, LLC | -- | Sep 30, 26 | -12.19K | -- |
| SCS Capital Management LLC | -- | Sep 30, 26 | -83.60K | -- |
| MML INVESTORS SERVICES, LLC | -- | Sep 30, 26 | -8.74K | -- |
| JANE STREET GROUP, LLC | -- | Sep 30, 26 | -18.15K | -- |
| FIDUCIARY TRUST CO | 4.91M | Jun 30, 26 | -131.84K | 28.07% |
| Cerity Partners OCIO LLC | 2.33M | Jun 30, 26 | -36.70K | 13.33% |
| RAYMOND JAMES FINANCIAL INC | 185.48K | Jun 30, 26 | +8.63K | 1.06% |
| Vestmark Advisory Solutions, Inc. | 182.00K | Jun 30, 26 | +21.43K | 1.04% |
| Rockefeller Capital Management L.P. | 114.09K | Jun 30, 26 | +2.72K | 0.65% |
| Summit Trail Advisors, LLC | 91.62K | Jun 30, 26 | +3.21K | 0.52% |
| SCS Capital Management LLC | 83.60K | Jun 30, 26 | -- | 0.48% |
| MARSHALL INVESTMENT MANAGEMENT, LLC | 65.79K | Jun 30, 26 | +15.21K | 0.38% |
| Cetera Investment Advisers | 61.45K | Jun 30, 26 | +61.45K | 0.35% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 49.24K | Jun 30, 26 | -7.22K | 0.28% |
| Integrated Wealth Concepts LLC | 37.80K | Jun 30, 26 | -2.48K | 0.22% |
| Modern Wealth Management, LLC | 34.02K | Jun 30, 26 | -595 | 0.19% |
| Legacy Wealth Managment, LLC/ID | 30.78K | Jun 30, 26 | +4.76K | 0.18% |
| MORGAN STANLEY | 25.41K | Jun 30, 26 | +205 | 0.15% |
| CVA Family Office, LLC | 20.80K | Jun 30, 26 | +158 | 0.12% |
| ROYAL BANK OF CANADA | 19.46K | Jun 30, 26 | -17.00K | 0.11% |
| Van Diest Capital, LLC | 16.80K | Jun 30, 26 | +9.27K | 0.10% |
| MML INVESTORS SERVICES, LLC | 8.74K | Jun 30, 26 | +2.36K | 0.05% |
| ENVESTNET ASSET MANAGEMENT INC | 7.32K | Jun 30, 26 | +7.32K | 0.04% |
| OSAIC HOLDINGS, INC. | 4.80K | Jun 30, 26 | +4.34K | 0.03% |
| AE Wealth Management LLC | 1.45K | Jun 30, 26 | +1.45K | 0.01% |
| WELLS FARGO & COMPANY/MN | 659 | Jun 30, 26 | +658 | 0.00% |
| Front Row Advisors LLC | 342 | Jun 30, 26 | +342 | 0.00% |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -10.76K | -- |
| Graney & King, LLC | -- | Jun 30, 26 | -98 | -- |
| CWM, LLC | 109.93K | Mar 31, 26 | +10.62K | 0.63% |
| COMERICA BANK | 800 | Dec 31, 25 | -- | 0.00% |
| Legacy Investment Solutions, LLC | 16.27K | Jun 30, 25 | +16.27K | 0.09% |
| CEDRUS LLC | 38.28K | Sep 30, 24 | +7.54K | 0.22% |
| Perella Weinberg Partners Capital Management LP | 2.48M | Mar 31, 24 | +542.91K | 14.16% |
| TIEDEMANN ADVISORS, LLC | 797.67K | Sep 30, 23 | +79.50K | 4.56% |
