| Lido Advisors, LLC | 1.39M | Sep 30, 26 | +72.44K | 5.29% |
| LPL Financial LLC | 522.63K | Sep 30, 26 | +56.35K | 1.98% |
| AGF MANAGEMENT LTD | 457.85K | Sep 30, 26 | -56.18K | 1.74% |
| Compass Financial Group, INC/SD | 359.37K | Sep 30, 26 | +5.17K | 1.36% |
| COMMONWEALTH EQUITY SERVICES, LLC | 292.62K | Sep 30, 26 | -114.45K | 1.11% |
| Marotta Asset Management | 258.98K | Sep 30, 26 | +38.25K | 0.98% |
| Certified Advisory Corp | 221.07K | Sep 30, 26 | +1.90K | 0.84% |
| Larson Financial Group LLC | 215.97K | Sep 30, 26 | +8.38K | 0.82% |
| Fischer Financial Services, Inc. | 151.46K | Sep 30, 26 | +4.30K | 0.58% |
| Financial Perspectives, Inc | 144.09K | Sep 30, 26 | +4.46K | 0.55% |
| Bellwether Advisors, LLC | 128.42K | Sep 30, 26 | +29.73K | 0.49% |
| Kestra Advisory Services, LLC | 115.49K | Sep 30, 26 | +9.72K | 0.44% |
| FMR LLC | 87.30K | Sep 30, 26 | +5.66K | 0.33% |
| UBS Group AG | 83.41K | Sep 30, 26 | -3.52K | 0.32% |
| ATLAS CAPITAL ADVISORS INC. | 75.58K | Sep 30, 26 | -20.76K | 0.29% |
| Cambridge Investment Research Advisors, Inc. | 71.43K | Sep 30, 26 | -4.21K | 0.27% |
| J.W. COLE ADVISORS, INC. | 70.44K | Sep 30, 26 | -1.19K | 0.27% |
| SOUTHERN CAPITAL ADVISORS, LLC | 67.72K | Sep 30, 26 | +2.71K | 0.26% |
| Roxbury Financial LLC | 59.14K | Sep 30, 26 | +2.33K | 0.22% |
| Yoder Wealth Management, Inc. | 50.22K | Sep 30, 26 | +2.45K | 0.19% |
| CITIGROUP INC | 45.26K | Sep 30, 26 | -1.12K | 0.17% |
| LYNCH & ASSOCIATES/IN | 37.96K | Sep 30, 26 | +2.30K | 0.14% |
| Beaumont Financial Advisors, LLC | 35.69K | Sep 30, 26 | +647 | 0.14% |
| HERBST GROUP, LLC | 29.77K | Sep 30, 26 | -8.79K | 0.11% |
| Heck Capital Advisors, LLC | 29.66K | Sep 30, 26 | +3.20K | 0.11% |
| Creative Planning | 28.40K | Sep 30, 26 | +376 | 0.11% |
| OneAscent Financial Services LLC | 26.13K | Sep 30, 26 | +5.18K | 0.10% |
| Atlas Brown,Inc. | 25.40K | Sep 30, 26 | -281 | 0.10% |
| Sigma Planning Corp | 23.85K | Sep 30, 26 | -7.98K | 0.09% |
| Smith Salley Wealth Management | 23.26K | Sep 30, 26 | -19 | 0.09% |
| KDK Private Wealth Management, LLC | 21.78K | Sep 30, 26 | -20 | 0.08% |
| Financial Partners Group, Inc | 21.34K | Sep 30, 26 | +9.84K | 0.08% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 20.05K | Sep 30, 26 | +2.00K | 0.08% |
| Meridian Wealth Management, LLC | 19.54K | Sep 30, 26 | +3.50K | 0.07% |
| AMERICAN NATIONAL BANK & TRUST | 17.06K | Sep 30, 26 | +897 | 0.06% |
| SWEENEY & MICHEL, LLC | 16.89K | Sep 30, 26 | -1.42K | 0.06% |
| Signal Advisors Wealth, LLC | 16.72K | Sep 30, 26 | +12.49K | 0.06% |
| Concurrent Investment Advisors, LLC | 16.26K | Sep 30, 26 | +1.21K | 0.06% |
| MISSION WEALTH MANAGEMENT, LP | 16.06K | Sep 30, 26 | -11.20K | 0.06% |
| Belpointe Asset Management LLC | 15.57K | Sep 30, 26 | -205 | 0.06% |
| Fortis Capital Advisors, LLC | 15.57K | Sep 30, 26 | -205 | 0.06% |
| PARTNERS WEALTH MANAGEMENT, LLC | 14.68K | Sep 30, 26 | -13 | 0.06% |
| Maxele Advisors, LLC | 13.83K | Sep 30, 26 | -34 | 0.05% |
| TRUIST FINANCIAL CORP | 13.75K | Sep 30, 26 | -382 | 0.05% |
| CLEAR WAVE WEALTH MANAGEMENT LLC | 13.73K | Sep 30, 26 | -757 | 0.05% |
| Fisher Asset Management, LLC | 13.23K | Sep 30, 26 | +5.17K | 0.05% |
| Csenge Advisory Group | 13.20K | Sep 30, 26 | +7.09K | 0.05% |
| Curran Financial Partners, LLC | 12.25K | Sep 30, 26 | -890 | 0.05% |
| Savant Capital, LLC | 12.04K | Sep 30, 26 | +6.01K | 0.05% |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 11.48K | Sep 30, 26 | -107 | 0.04% |
| Demars Financial Group, LLC | 10.60K | Sep 30, 26 | -108 | 0.04% |
| Walker Financial Services, Inc. | 10.48K | Sep 30, 26 | -2.86K | 0.04% |
| First Heartland Consultants, Inc. | 9.89K | Sep 30, 26 | +2.72K | 0.04% |
| PNC FINANCIAL SERVICES GROUP, INC. | 9.67K | Sep 30, 26 | -- | 0.04% |
| Atria Investments, Inc | 9.00K | Sep 30, 26 | +3.06K | 0.03% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 8.99K | Sep 30, 26 | +8.99K | 0.03% |
| HighTower Advisors, LLC | 8.61K | Sep 30, 26 | -1.23K | 0.03% |
| Avidian Wealth Enterprises, LLC | 8.56K | Sep 30, 26 | -105 | 0.03% |
| Stonebridge Financial Planning Group, LLC | 8.51K | Sep 30, 26 | -- | 0.03% |
| Farther Finance Advisors, LLC | 8.28K | Sep 30, 26 | +83 | 0.03% |
| Soltis Investment Advisors LLC | 8.09K | Sep 30, 26 | +170 | 0.03% |
| TrueWealth Advisors, LLC | 8.02K | Sep 30, 26 | -- | 0.03% |
| Brookstone Capital Management | 7.95K | Sep 30, 26 | -202 | 0.03% |
| ROMAN BUTLER FULLERTON & CO | 7.86K | Sep 30, 26 | -1 | 0.03% |
| Independent Advisor Alliance | 7.38K | Sep 30, 26 | -57 | 0.03% |
| Castleview Partners, LLC | 7.27K | Sep 30, 26 | +134 | 0.03% |
| LANARK FINANCIAL, INC. | 7.02K | Sep 30, 26 | -625 | 0.03% |
| Sage Investment Advisers LLC | 6.89K | Sep 30, 26 | +337 | 0.03% |
| Grey Ledge Advisors, LLC | 6.34K | Sep 30, 26 | -- | 0.02% |
| CX Institutional | 6.28K | Sep 30, 26 | +82 | 0.02% |
| LongView Wealth Management | 6.08K | Sep 30, 26 | +14 | 0.02% |
| Bank of New York Mellon Corp | 5.55K | Sep 30, 26 | +5.55K | 0.02% |
| Buska Wealth Management, LLC | 4.97K | Sep 30, 26 | -2.13K | 0.02% |
| Redwood Financial Network Corp | 4.93K | Sep 30, 26 | +199 | 0.02% |
| Private Advisor Group, LLC | 4.85K | Sep 30, 26 | +930 | 0.02% |
| RFG Advisory, LLC | 4.83K | Sep 30, 26 | -1.15K | 0.02% |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 4.68K | Sep 30, 26 | +91 | 0.02% |
| ATALANTA SOSNOFF CAPITAL, LLC | 4.66K | Sep 30, 26 | +4.66K | 0.02% |
| Pathway Financial Advisers, LLC | 4.63K | Sep 30, 26 | -326 | 0.02% |
| Bright Futures Wealth Management, LLC. | 4.61K | Sep 30, 26 | +78 | 0.02% |
| Cherry Tree Wealth Management, LLC | 4.57K | Sep 30, 26 | -- | 0.02% |
| Merit Financial Group, LLC | 4.51K | Sep 30, 26 | +107 | 0.02% |
| THOMPSON SIEGEL & WALMSLEY LLC | 4.33K | Sep 30, 26 | +4.33K | 0.02% |
| Avondale Wealth Management | 4.30K | Sep 30, 26 | +4.30K | 0.02% |
| Westhampton Capital, LLC | 4.16K | Sep 30, 26 | -- | 0.02% |
| RDA Financial Network | 4.04K | Sep 30, 26 | +4.04K | 0.02% |
| IFP Advisors, Inc | 3.93K | Sep 30, 26 | -65 | 0.01% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 3.64K | Sep 30, 26 | +1 | 0.01% |
| Global Retirement Partners, LLC | 3.06K | Sep 30, 26 | +7 | 0.01% |
| Rosenberg Matthew Hamilton | 2.99K | Sep 30, 26 | -- | 0.01% |
| AlphaCore Capital LLC | 2.86K | Sep 30, 26 | -- | 0.01% |
| Allworth Financial LP | 2.63K | Sep 30, 26 | +702 | 0.01% |
| Nuveen, LLC | 2.23K | Sep 30, 26 | +2.23K | 0.01% |
| Piscataqua Savings Bank | 2.20K | Sep 30, 26 | -- | 0.01% |
| HARBOUR INVESTMENTS, INC. | 1.81K | Sep 30, 26 | -120 | 0.01% |
| FIFTH THIRD BANCORP | 1.79K | Sep 30, 26 | -6.13K | 0.01% |
| ASSETMARK, INC | 1.56K | Sep 30, 26 | -586 | 0.01% |
| BOKF, NA | 1.53K | Sep 30, 26 | -- | 0.01% |
| Colonial Trust Co / SC | 1.30K | Sep 30, 26 | -- | 0.00% |
| High Point Wealth Management, LLC | 1.07K | Sep 30, 26 | +6 | 0.00% |
| Asset Dedication, LLC | 1.05K | Sep 30, 26 | -- | 0.00% |
| Spire Wealth Management | 1.04K | Sep 30, 26 | -104 | 0.00% |
| TFC Financial Management, Inc. | 905 | Sep 30, 26 | -- | 0.00% |
| Sage Mountain Advisors LLC | 825 | Sep 30, 26 | -- | 0.00% |
| EPG Wealth Management LLC | 688 | Sep 30, 26 | +3 | 0.00% |
| Cape Investment Advisory, Inc. | 510 | Sep 30, 26 | -- | 0.00% |
| PRIVATE TRUST CO NA | 471 | Sep 30, 26 | -- | 0.00% |
| Tradewinds Capital Management, LLC | 435 | Sep 30, 26 | -- | 0.00% |
| Mascoma Wealth Management LLC | 424 | Sep 30, 26 | -- | 0.00% |
| GODSEY & GIBB, INC | 400 | Sep 30, 26 | -- | 0.00% |
| Smartleaf Asset Management LLC | 347 | Sep 30, 26 | -201 | 0.00% |
| NFSG Corp | 343 | Sep 30, 26 | -- | 0.00% |
| Rossby Financial, LCC | 336 | Sep 30, 26 | -- | 0.00% |
| GABLES CAPITAL MANAGEMENT INC. | 308 | Sep 30, 26 | -- | 0.00% |
| Silver Grove Financial Group, Inc. | 275 | Sep 30, 26 | -- | 0.00% |
| Abound Wealth Management | 238 | Sep 30, 26 | -- | 0.00% |
| Parallel Advisors, LLC | 226 | Sep 30, 26 | -- | 0.00% |
| Avion Wealth | 215 | Sep 30, 26 | -- | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 200 | Sep 30, 26 | -- | 0.00% |
| Signature Resources Capital Management, LLC | 137 | Sep 30, 26 | -- | 0.00% |
| BLAIR WILLIAM & CO/IL | 134 | Sep 30, 26 | -66 | 0.00% |
| Ashton Thomas Private Wealth, LLC | 132 | Sep 30, 26 | +1 | 0.00% |
| 1620 INVESTMENT ADVISORS, INC. | 118 | Sep 30, 26 | -- | 0.00% |
| Allspring Global Investments Holdings, LLC | 107 | Sep 30, 26 | +107 | 0.00% |
| Concord Wealth Partners | 105 | Sep 30, 26 | +1 | 0.00% |
| Root Financial Partners, LLC | 102 | Sep 30, 26 | +102 | 0.00% |
| Geneos Wealth Management Inc. | 95 | Sep 30, 26 | +1 | 0.00% |
| Latitude Advisors, LLC | 93 | Sep 30, 26 | +93 | 0.00% |
| Triumph Capital Management | 82 | Sep 30, 26 | -- | 0.00% |
| BANK OF MONTREAL /CAN/ | 80 | Sep 30, 26 | -- | 0.00% |
| Nvest Wealth Strategies, Inc. | 71 | Sep 30, 26 | +71 | 0.00% |
| Pillar Financial Advisors, LLC | 57 | Sep 30, 26 | -- | 0.00% |
| EverSource Wealth Advisors, LLC | 50 | Sep 30, 26 | -- | 0.00% |
| Sankala Group LLC | 50 | Sep 30, 26 | -- | 0.00% |
| TOUNJIAN ADVISORY PARTNERS, LLC | 48 | Sep 30, 26 | +1 | 0.00% |
| VICTORY CAPITAL MANAGEMENT INC | 34 | Sep 30, 26 | +34 | 0.00% |
| WOLFF WIESE MAGANA LLC | 31 | Sep 30, 26 | -- | 0.00% |
| Rydar Equities, Inc. | 27 | Sep 30, 26 | +27 | 0.00% |
| BIRCHBROOK, INC. | 25 | Sep 30, 26 | -- | 0.00% |
| GW&K Investment Management, LLC | 24 | Sep 30, 26 | +24 | 0.00% |
| BROWN, LISLE/CUMMINGS, INC. | 23 | Sep 30, 26 | -- | 0.00% |
| IFG Advisory, LLC | 21 | Sep 30, 26 | -- | 0.00% |
| COMPASS FINANCIAL MANAGEMENT LLC | 15 | Sep 30, 26 | +15 | 0.00% |
| MOTCO | 9 | Sep 30, 26 | -132 | 0.00% |
| Mondrian Investment Partners LTD | 6 | Sep 30, 26 | +6 | 0.00% |
| Parkside Financial Bank & Trust | 4 | Sep 30, 26 | -- | 0.00% |
| GREAT LAKES ADVISORS, LLC | 1 | Sep 30, 26 | +1 | 0.00% |
| SYM FINANCIAL Corp | -- | Sep 30, 26 | -395 | -- |
| Adams Wealth Management | -- | Sep 30, 26 | -95.87K | -- |
| RMG Wealth Management LLC | -- | Sep 30, 26 | -890 | -- |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | -- | Sep 30, 26 | -4.42K | -- |
| Robertson Stephens Wealth Management, LLC | -- | Sep 30, 26 | -8.63K | -- |
| Financial Network Wealth Advisors LLC | -- | Sep 30, 26 | -90 | -- |
| Heritage Wealth Advisors | -- | Sep 30, 26 | -162 | -- |
| SIMPLEX TRADING, LLC | -- | Sep 30, 26 | -129 | -- |
| Coston, McIsaac & Partners | -- | Sep 30, 26 | -647 | -- |
| Bear Mountain Capital, Inc. | -- | Sep 30, 26 | -8 | -- |
| Caldwell Trust Co | -- | Sep 30, 26 | -200 | -- |
| HUNTINGTON NATIONAL BANK | -- | Sep 30, 26 | -1 | -- |
| Sixth Street Partners Management Company, L.P. | 2.82M | Jun 30, 26 | +2.82M | 10.72% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.82M | Jun 30, 26 | +177.76K | 10.72% |
| OSAIC HOLDINGS, INC. | 474.78K | Jun 30, 26 | +108.16K | 1.80% |
| MORGAN STANLEY | 224.73K | Jun 30, 26 | +7.73K | 0.85% |
| GOLDMAN SACHS GROUP INC | 164.07K | Jun 30, 26 | +42.07K | 0.62% |
| BNP PARIBAS FINANCIAL MARKETS | 150.01K | Jun 30, 26 | +150.00K | 0.57% |
| CacheTech Inc. | 100.97K | Jun 30, 26 | +3.29K | 0.38% |
| Adams Wealth Management | 95.87K | Jun 30, 26 | +2.04K | 0.36% |
| STIFEL FINANCIAL CORP | 95.58K | Jun 30, 26 | +2.82K | 0.36% |
| NorthCoast Asset Management LLC | 87.63K | Jun 30, 26 | +51.04K | 0.33% |
| UBS Group AG | 86.93K | Jun 30, 26 | +4.80K | 0.33% |
| NewEdge Advisors, LLC | 84.76K | Jun 30, 26 | +3.98K | 0.32% |
| Arkadios Wealth Advisors | 78.15K | Jun 30, 26 | +7.34K | 0.30% |
| MERCER GLOBAL ADVISORS INC /ADV | 74.87K | Jun 30, 26 | -7.40K | 0.28% |
| Lifeworks Advisors, LLC | 69.79K | Jun 30, 26 | +2.32K | 0.27% |
| BANK OF AMERICA CORP /DE/ | 64.51K | Jun 30, 26 | -3.20K | 0.24% |
| ENVESTNET ASSET MANAGEMENT INC | 64.34K | Jun 30, 26 | -76.66K | 0.24% |
| Advisory Services Network, LLC | 58.93K | Jun 30, 26 | -6.14K | 0.22% |
| Cetera Investment Advisers | 56.91K | Jun 30, 26 | -3.96K | 0.22% |
| RAYMOND JAMES FINANCIAL INC | 46.63K | Jun 30, 26 | -2.88K | 0.18% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 43.46K | Jun 30, 26 | -810 | 0.17% |
| Arax Advisory Partners | 35.77K | Jun 30, 26 | +4.14K | 0.14% |
| WELLS FARGO & COMPANY/MN | 35.08K | Jun 30, 26 | +4.90K | 0.13% |
| Rockefeller Capital Management L.P. | 31.88K | Jun 30, 26 | +897 | 0.12% |
| AMERIPRISE FINANCIAL INC | 31.82K | Jun 30, 26 | +887 | 0.12% |
| JPMORGAN CHASE & CO | 31.24K | Jun 30, 26 | -25.32K | 0.12% |
| ROYAL BANK OF CANADA | 30.43K | Jun 30, 26 | +10.22K | 0.12% |
| JONES FINANCIAL COMPANIES LLLP | 27.07K | Jun 30, 26 | +6.40K | 0.10% |
| Gotham Asset Management, LLC | 26.75K | Jun 30, 26 | +26.75K | 0.10% |
| Steward Partners Investment Advisory, LLC | 25.80K | Jun 30, 26 | +5.17K | 0.10% |
| Snowden Capital Advisors LLC | 24.45K | Jun 30, 26 | -415 | 0.09% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 22.65K | Jun 30, 26 | +1.93K | 0.09% |
| Beacon Pointe Advisors, LLC | 21.41K | Jun 30, 26 | -- | 0.08% |
| Jacobs Equity LLC | 21.24K | Jun 30, 26 | +1.69K | 0.08% |
| PRINCIPAL SECURITIES, INC. | 19.80K | Jun 30, 26 | -12.67K | 0.08% |
| MML INVESTORS SERVICES, LLC | 16.62K | Jun 30, 26 | -2.74K | 0.06% |
| Nova Wealth Management, Inc. | 16.61K | Jun 30, 26 | +781 | 0.06% |
| Mariner, LLC | 13.07K | Jun 30, 26 | +2.91K | 0.05% |
| Ameritas Advisory Services, LLC | 11.39K | Jun 30, 26 | +2.84K | 0.04% |
| STOCK YARDS BANK & TRUST CO | 11.24K | Jun 30, 26 | -609 | 0.04% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 8.91K | Jun 30, 26 | +1.54K | 0.03% |
| PGIM Custom Harvest LLC | 8.76K | Jun 30, 26 | +3 | 0.03% |
| PACIFIC SUN FINANCIAL CORP | 8.49K | Jun 30, 26 | -570 | 0.03% |
| Tower Research Capital LLC (TRC) | 7.98K | Jun 30, 26 | +7.98K | 0.03% |
| Corient Private Wealth LP | 7.74K | Jun 30, 26 | -- | 0.03% |
| BFC Planning, Inc. | 6.01K | Jun 30, 26 | -124 | 0.02% |
| XTX Topco Ltd | 5.83K | Jun 30, 26 | +5.83K | 0.02% |
| FLC Capital Advisors | 5.00K | Jun 30, 26 | -- | 0.02% |
| Talon Private Wealth, LLC | 4.38K | Jun 30, 26 | -339 | 0.02% |
| Quantinno Capital Management LP | 4.34K | Jun 30, 26 | -1.48K | 0.02% |
| AE Wealth Management LLC | 4.33K | Jun 30, 26 | -122.69K | 0.02% |
| D. E. Shaw & Co., Inc. | 4.22K | Jun 30, 26 | +4.22K | 0.02% |
| Summit Financial, LLC | 4.16K | Jun 30, 26 | -276 | 0.02% |
| Janney Montgomery Scott LLC | 4.14K | Jun 30, 26 | -8 | 0.02% |
| AssuredPartners Investment Advisors, LLC | 4.12K | Jun 30, 26 | -- | 0.02% |
| Qube Research & Technologies Ltd | 3.85K | Jun 30, 26 | -785 | 0.01% |
| CENTAURUS FINANCIAL, INC. | 3.58K | Jun 30, 26 | +250 | 0.01% |
| Purpose Unlimited Inc. | 2.60K | Jun 30, 26 | +2.60K | 0.01% |
| EP Wealth Advisors, LLC | 2.00K | Jun 30, 26 | +2.00K | 0.01% |
| BlackRock, Inc. | 1.74K | Jun 30, 26 | +134 | 0.01% |
| Atlantic Union Bankshares Corp | 1.48K | Jun 30, 26 | +95 | 0.01% |
| Federation des caisses Desjardins du Quebec | 1.41K | Jun 30, 26 | -5 | 0.01% |
| Colonial Trust Co / SC | 1.30K | Jun 30, 26 | -- | 0.00% |
| Allied Private Wealth LLC | 1.13K | Jun 30, 26 | +1.13K | 0.00% |
| Dunhill Financial, LLC | 997 | Jun 30, 26 | +6 | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 893 | Jun 30, 26 | +893 | 0.00% |
| Medallion Wealth Advisors, LLC | 750 | Jun 30, 26 | -- | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 700 | Jun 30, 26 | -1 | 0.00% |
| SHP Wealth Management | 648 | Jun 30, 26 | +408 | 0.00% |
| Capital Analysts, LLC | 479 | Jun 30, 26 | +2 | 0.00% |
| Integrated Wealth Concepts LLC | 469 | Jun 30, 26 | +469 | 0.00% |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | 302 | Jun 30, 26 | -1.17K | 0.00% |
| Regatta Research & Money Management | 197 | Jun 30, 26 | +197 | 0.00% |
| HighMark Wealth Management LLC | 100 | Jun 30, 26 | -- | 0.00% |
| Oakmont Advisory Group, LLC | 61 | Jun 30, 26 | +61 | 0.00% |
| Continuum Advisory, LLC | 26 | Jun 30, 26 | +26 | 0.00% |
| LRI Investments, LLC | 21 | Jun 30, 26 | -- | 0.00% |
| CVA Family Office, LLC | 10 | Jun 30, 26 | -- | 0.00% |
| Transamerica Financial Advisors, LLC | 5 | Jun 30, 26 | -22 | 0.00% |
| MAI Capital Management | -- | Jun 30, 26 | -3.04K | -- |
| Envestnet Portfolio Solutions, Inc. | -- | Jun 30, 26 | -9.48K | -- |
| FRANKLIN TEMPLETON INC | -- | Jun 30, 26 | -132 | -- |
| Operose Advisors LLC | -- | Jun 30, 26 | -84 | -- |
| Orion Porfolio Solutions, LLC | -- | Jun 30, 26 | -5.92K | -- |
| HOWE & RUSLING INC | -- | Jun 30, 26 | -1.72K | -- |
| Truvestments Capital LLC | -- | Jun 30, 26 | -61 | -- |
| TWO SIGMA INVESTMENTS, LP | -- | Jun 30, 26 | -24.40K | -- |
| Rothschild Wealth LLC | -- | Jun 30, 26 | -7.41K | -- |
| FRG Family Wealth Advisors LLC | 25.21K | Mar 31, 26 | -- | 0.10% |
| Sunbelt Securities, Inc. | 9.62K | Mar 31, 26 | +32 | 0.04% |
| EXENCIAL WEALTH ADVISORS, LLC | 6.01K | Mar 31, 26 | +885 | 0.02% |
| CWM, LLC | 1.95K | Mar 31, 26 | -28 | 0.01% |
| COMERICA BANK | 10.55K | Dec 31, 25 | -4.38K | 0.04% |
| Motiv8 Investments LLC | 1.62K | Dec 31, 25 | +1.62K | 0.01% |
| CIBC Private Wealth Group LLC | 158 | Dec 31, 25 | +1 | 0.00% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -1.34K | -- |
| Full Sail Capital, LLC | 76.23K | Sep 30, 25 | -14.69K | 0.29% |
| Siligmueller & Norvid Wealth Advisors LLC | 6.95K | Sep 30, 25 | +6.95K | 0.03% |
| Abich Financial Wealth Management LLC | 6 | Sep 30, 25 | +6 | 0.00% |
| Atria Wealth Solutions, Inc. | 52.79K | Jun 30, 25 | +934 | 0.20% |
| Exchange Capital Management, Inc. | 20.56K | Jun 30, 25 | -415 | 0.08% |
| AVANTAX ADVISORY SERVICES, INC. | 8.40K | Jun 30, 25 | +511 | 0.03% |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 169 | Jun 30, 25 | +169 | 0.00% |
| Moser Wealth Advisors, LLC | 93 | Jun 30, 25 | +93 | 0.00% |
| Grant/GrossMendelsohn, LLC | 58.23K | Mar 31, 25 | +58.23K | 0.22% |
| Morningstar Investment Services LLC | 19.71K | Mar 31, 25 | -46.06K | 0.07% |
| Bray Capital Advisors | 580 | Dec 31, 24 | -9.17K | 0.00% |
| CEDRUS LLC | 28.82K | Sep 30, 24 | +5.28K | 0.11% |
| Raymond James Financial Services Advisors, Inc. | 4.88K | Sep 30, 24 | -769 | 0.02% |
| Connectus Wealth, LLC | 157.66K | Mar 31, 24 | +157.66K | 0.60% |
| Cetera Advisor Networks LLC | 33.69K | Mar 31, 24 | +932 | 0.13% |
| Cetera Advisors LLC | 7.55K | Mar 31, 24 | +1.72K | 0.03% |
| Avalon Investment & Advisory | 6.21K | Mar 31, 23 | -- | 0.02% |
| Laurel Wealth Advisors, Inc. | 110.70K | Dec 31, 22 | -5.36K | 0.42% |
| 55I, LLC | 73.14K | Sep 30, 22 | +59 | 0.28% |
| Beaumont Financial Partners, LLC | 6.65K | Sep 30, 22 | +936 | 0.03% |
| FourThought Financial, LLC | 1.20K | Sep 30, 22 | -- | 0.00% |
| American Portfolios Advisors | 302 | Sep 30, 22 | +302 | 0.00% |
| ACG Wealth | -- | Sep 30, 22 | -555 | -- |
| AGF Investments LLC | -- | Sep 30, 22 | -38 | -- |
| Loveless Wealth Management LLC | 16.16K | Jun 30, 22 | +2.10K | 0.06% |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 6.45K | Mar 31, 22 | +6.45K | 0.02% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 4.53K | Dec 31, 21 | +4.53K | 0.02% |
| Carroll Financial Associates, Inc. | 51 | Dec 31, 21 | -- | 0.00% |
| Castle Financial & Retirement Planning Associates, Inc. | -- | Dec 31, 21 | -- | -- |
| NEXT Financial Group, Inc | -- | Dec 31, 21 | -53 | -- |
| NorthCoast Asset Management LLC | 105.80K | Sep 30, 21 | +23.93K | 0.40% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 17.88K | Sep 30, 21 | -1.34K | 0.07% |
| FMA ADVISORY INC | 9.59K | Sep 30, 21 | -405 | 0.04% |
| Ameritas Investment Company, LLC | 8.79K | Sep 30, 21 | +1.92K | 0.03% |
| FormulaFolio Investments, LLC | 62.84K | Jun 30, 21 | -1.39K | 0.24% |
| PNC Managed Account Solutions, Inc. | 6.58K | Jun 30, 21 | +6.58K | 0.02% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 226.10K | Dec 31, 19 | -21.21K | 0.86% |
| Advisor Group, Inc. | 56.81K | Dec 31, 19 | +11.95K | 0.22% |
| CAPITAL ONE, NATIONAL ASSOCIATION | 18.20K | Dec 31, 19 | +18.20K | 0.07% |
| SUNTRUST BANKS INC | 95.48K | Sep 30, 19 | -1.99K | 0.36% |
| BB&T SECURITIES, LLC | 51.23K | Sep 30, 19 | +51.23K | 0.19% |
| Shamrock Asset Management LLC | 20.56K | Sep 30, 19 | -2.35K | 0.08% |
| RAND WEALTH, LLC | -- | Sep 30, 18 | -66.17K | -- |
| Commonwealth Equity Services, Inc | 85.38K | Jun 30, 17 | +4.66K | 0.32% |
| Virtu KCG Holdings LLC | 11.72K | Jun 30, 17 | +11.72K | 0.04% |
| WFG Advisors, LP | 651 | Jun 30, 17 | -32 | 0.00% |
| MSI Financial Services Inc | 13.55K | Dec 31, 16 | -533 | 0.05% |
| Giralda Advisors, LLC | -- | Sep 30, 16 | -39.46K | -- |
| SOCIETE GENERALE | 21.47K | Jun 30, 16 | +21.47K | 0.08% |
| MANAGED ACCOUNT ADVISORS LLC | 2.08K | Jun 30, 15 | -984 | 0.01% |
| KMS FINANCIAL SERVICES, INC | 18.29K | Jun 30, 14 | +18.29K | 0.07% |
