| SEI INVESTMENTS CO | 218.54K | Jun 30, 26 | -10.83K | 7.56% |
| BAILARD, INC. | 133.40K | Jun 30, 26 | +6.88K | 4.61% |
| Invera Wealth Advisors, LLC | 99.00K | Jun 30, 26 | -7.78K | 3.42% |
| Values Added Financial LLC | 92.81K | Jun 30, 26 | +5.43K | 3.21% |
| Adviser Investments LLC | 59.35K | Jun 30, 26 | +128 | 2.05% |
| Balanced Rock Investment Advisor | 41.42K | Jun 30, 26 | -2.33K | 1.43% |
| Atlantic Private Wealth, LLC | 29.97K | Jun 30, 26 | -3.82K | 1.04% |
| Robertson Stephens Wealth Management, LLC | 29.45K | Jun 30, 26 | -1.33K | 1.02% |
| Walkner Condon Financial Advisors LLC | 24.69K | Jun 30, 26 | -422 | 0.85% |
| Plum Street Advisors, LLC | 24.00K | Jun 30, 26 | +592 | 0.83% |
| LAZARD ASSET MANAGEMENT LLC | 21.70K | Jun 30, 26 | -- | 0.75% |
| Creative Planning | 21.46K | Jun 30, 26 | +130 | 0.74% |
| SageView Advisory Group, LLC | 19.99K | Jun 30, 26 | +130 | 0.69% |
| ROYAL BANK OF CANADA | 16.96K | Jun 30, 26 | +1.53K | 0.59% |
| ADVISOR GROUP HOLDINGS, INC. | 16.75K | Jun 30, 26 | +1.40K | 0.58% |
| Beacon Pointe Advisors, LLC | 14.43K | Jun 30, 26 | +3.73K | 0.50% |
| Fairlight Advisors | 13.40K | Jun 30, 26 | +13.40K | 0.46% |
| Pathstone Holdings, LLC | 12.95K | Jun 30, 26 | +154 | 0.45% |
| GOULD ASSET MANAGEMENT LLC /CA/ | 12.55K | Jun 30, 26 | -- | 0.43% |
| MML INVESTORS SERVICES, LLC | 10.55K | Jun 30, 26 | +1.77K | 0.37% |
| Ally Invest Advisors Inc. | 10.50K | Jun 30, 26 | +190 | 0.36% |
| Stratos Wealth Partners, LTD. | 10.11K | Jun 30, 26 | +853 | 0.35% |
| BROWN ADVISORY INC | 10.02K | Jun 30, 26 | +10.02K | 0.35% |
| MAI Capital Management | 9.89K | Jun 30, 26 | +295 | 0.34% |
| Haverford Trust Co | 9.86K | Jun 30, 26 | -- | 0.34% |
| LPL Financial LLC | 8.49K | Jun 30, 26 | +3.14K | 0.29% |
| SUMMIT WEALTH GROUP LLC / CO | 7.62K | Jun 30, 26 | -634 | 0.26% |
| Abacus Planning Group, Inc. | 6.71K | Jun 30, 26 | -349 | 0.23% |
| Asset Dedication, LLC | 6.55K | Jun 30, 26 | -- | 0.23% |
| Modern Wealth Management, LLC | 6.00K | Jun 30, 26 | -1.91K | 0.21% |
| Savant Capital, LLC | 5.22K | Jun 30, 26 | +373 | 0.18% |
| Diversified Trust Co | 5.08K | Jun 30, 26 | -- | 0.18% |
| Main Street Financial Solutions, LLC | 5.03K | Jun 30, 26 | +8 | 0.17% |
| Cetera Investment Advisers | 4.81K | Jun 30, 26 | -253 | 0.17% |
| ENVESTNET ASSET MANAGEMENT INC | 4.55K | Jun 30, 26 | +4.55K | 0.16% |
| Belpointe Asset Management LLC | 4.13K | Jun 30, 26 | -2.59K | 0.14% |
| MCCARTER PRIVATE WEALTH SERVICES LLC | 4.13K | Jun 30, 26 | -2.59K | 0.14% |
| Fortis Capital Advisors, LLC | 4.13K | Jun 30, 26 | -2.59K | 0.14% |
| Stewardship Advisors, LLC | 3.99K | Jun 30, 26 | -353 | 0.14% |
| Optas, LLC | 3.87K | Jun 30, 26 | -5.02K | 0.13% |
| KWB Wealth | 3.82K | Jun 30, 26 | -2.19K | 0.13% |
| Biltmore Family Office, LLC | 2.88K | Jun 30, 26 | -- | 0.10% |
| NBT BANK N A /NY | 2.56K | Jun 30, 26 | -10 | 0.09% |
| Steward Partners Investment Advisory, LLC | 2.17K | Jun 30, 26 | -- | 0.07% |
| RAELIPSKIE PARTNERSHIP | 2.16K | Jun 30, 26 | -- | 0.07% |
| Smartleaf Asset Management LLC | 1.25K | Jun 30, 26 | -- | 0.04% |
| ASSETMARK, INC | 1.17K | Jun 30, 26 | +1.17K | 0.04% |
| IMA Wealth, Inc. | 1.16K | Jun 30, 26 | +1.16K | 0.04% |
| Longview Financial Advisors LLC | 1.16K | Jun 30, 26 | -752 | 0.04% |
| IFG Advisory, LLC | 960 | Jun 30, 26 | +960 | 0.03% |
| FIDUCIARY FINANCIAL ADVISORS | 751 | Jun 30, 26 | +751 | 0.03% |
| MATHER GROUP, LLC. | 470 | Jun 30, 26 | +470 | 0.02% |
| Timmons Wealth Management, LLC | 464 | Jun 30, 26 | -75 | 0.02% |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 351 | Jun 30, 26 | -31 | 0.01% |
| Triumph Capital Management | 115 | Jun 30, 26 | -- | 0.00% |
| FMR LLC | 110 | Jun 30, 26 | -2 | 0.00% |
| Aptus Capital Advisors, LLC | 95 | Jun 30, 26 | -5 | 0.00% |
| JPMORGAN CHASE & CO | 68 | Jun 30, 26 | +15 | 0.00% |
| WOLFF WIESE MAGANA LLC | 46 | Jun 30, 26 | -- | 0.00% |
| BIRCHBROOK, INC. | 43 | Jun 30, 26 | -- | 0.00% |
| Federation des caisses Desjardins du Quebec | 30 | Jun 30, 26 | -- | 0.00% |
| Anchor Bay Capital, Inc. | 13 | Jun 30, 26 | +13 | 0.00% |
| WELLS FARGO & COMPANY/MN | 1 | Jun 30, 26 | -- | 0.00% |
| MORGAN STANLEY | -- | Jun 30, 26 | -1 | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -67 | -- |
| Strategic Financial Planning, Inc. | -- | Jun 30, 26 | -26.49K | -- |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -172 | -- |
| Congress Wealth Management LLC / DE / | 11.92K | Jun 30, 25 | +1.34K | 0.41% |
| Parkworth Wealth Management, Inc. | 4.95K | Jun 30, 25 | -4 | 0.17% |
| Wade Financial Advisory, Inc | 8.61K | Mar 31, 25 | -33 | 0.30% |
| HART & PATTERSON FINANCIAL GROUP LLC | 6.77K | Dec 31, 24 | +342 | 0.23% |
| Crestone Asset Management LLC | 11.08K | Mar 31, 24 | -3.79K | 0.38% |
| Danda Trouve Investment Management, Inc. | 62 | Sep 30, 22 | -- | 0.00% |