| LPL Financial LLC | 2.32M | Sep 30, 26 | +144.79K | 9.79% |
| MORGAN STANLEY | 718.40K | Sep 30, 26 | +52.53K | 3.03% |
| JANE STREET GROUP, LLC | 488.96K | Sep 30, 26 | -62.25K | 2.06% |
| PRINCIPAL SECURITIES, INC. | 414.83K | Sep 30, 26 | +23.63K | 1.75% |
| MANNING & NAPIER ADVISORS LLC | 366.70K | Sep 30, 26 | +23.92K | 1.55% |
| Cetera Investment Advisers | 298.38K | Sep 30, 26 | +55.99K | 1.26% |
| STEPHENS INC /AR/ | 220.41K | Sep 30, 26 | -- | 0.93% |
| Allworth Financial LP | 193.97K | Sep 30, 26 | +7.20K | 0.82% |
| Sowell Financial Services LLC | 137.63K | Sep 30, 26 | +27.98K | 0.58% |
| HighTower Advisors, LLC | 131.62K | Sep 30, 26 | +9.89K | 0.56% |
| CHANNEL WEALTH LLC | 124.75K | Sep 30, 26 | -12.48K | 0.53% |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | 107.78K | Sep 30, 26 | +17.06K | 0.45% |
| Keebeck Wealth Management | 106.56K | Sep 30, 26 | +2.57K | 0.45% |
| EP Wealth Advisors, LLC | 98.42K | Sep 30, 26 | -869.68K | 0.42% |
| Bank of New York Mellon Corp | 84.47K | Sep 30, 26 | +16.13K | 0.36% |
| ELEVATION POINT WEALTH PARTNERS, LLC | 70.36K | Sep 30, 26 | +5.38K | 0.30% |
| MGO ONE SEVEN LLC | 65.32K | Sep 30, 26 | +1.58K | 0.28% |
| JPMORGAN CHASE & CO | 59.12K | Sep 30, 26 | -8.65K | 0.25% |
| Regal Investment Advisors LLC | 54.44K | Sep 30, 26 | -1.72K | 0.23% |
| FLAGSHIP HARBOR ADVISORS, LLC | 41.99K | Sep 30, 26 | +4.74K | 0.18% |
| NewEdge Advisors, LLC | 41.54K | Sep 30, 26 | +600 | 0.18% |
| UBS Group AG | 36.08K | Sep 30, 26 | +10.07K | 0.15% |
| LifePlan Investment Advisors, Inc. | 30.08K | Sep 30, 26 | +2.75K | 0.13% |
| RAYMOND JAMES FINANCIAL INC | 29.73K | Sep 30, 26 | -47.58K | 0.13% |
| Kingsview Wealth Management, LLC | 16.71K | Sep 30, 26 | +2.26K | 0.07% |
| Founders Financial Alliance, LLC | 16.44K | Sep 30, 26 | -1.44K | 0.07% |
| Haverford Trust Co | 13.66K | Sep 30, 26 | -- | 0.06% |
| Saiph Capital, LLC | 13.36K | Sep 30, 26 | -765 | 0.06% |
| OSAIC HOLDINGS, INC. | 12.23K | Sep 30, 26 | +103 | 0.05% |
| Kestra Advisory Services, LLC | 11.16K | Sep 30, 26 | +3.62K | 0.05% |
| Orion Porfolio Solutions, LLC | 11.08K | Sep 30, 26 | +729 | 0.05% |
| Transamerica Financial Advisors, LLC | 10.89K | Sep 30, 26 | +2.75K | 0.05% |
| Sanctuary Advisors, LLC | 10.82K | Sep 30, 26 | +1.75K | 0.05% |
| Valpey Financial Services, LLC | 10.66K | Sep 30, 26 | +111 | 0.04% |
| Belpointe Asset Management LLC | 10.15K | Sep 30, 26 | +4.80K | 0.04% |
| INTEGRITY ALLIANCE, LLC. | 8.39K | Sep 30, 26 | -2.78K | 0.04% |
| COMMONWEALTH EQUITY SERVICES, LLC | 7.95K | Sep 30, 26 | +40 | 0.03% |
| Private Advisor Group, LLC | 6.88K | Sep 30, 26 | +6.88K | 0.03% |
| Cambridge Investment Research Advisors, Inc. | 6.81K | Sep 30, 26 | -3.02K | 0.03% |
| Global Retirement Partners, LLC | 5.85K | Sep 30, 26 | -2.56K | 0.02% |
| Parallel Advisors, LLC | 5.68K | Sep 30, 26 | +2.77K | 0.02% |
| Ashton Thomas Private Wealth, LLC | 4.99K | Sep 30, 26 | +954 | 0.02% |
| Rockefeller Capital Management L.P. | 1.31K | Sep 30, 26 | +18 | 0.01% |
| Superior Planning, LLC | 785 | Sep 30, 26 | +785 | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 782 | Sep 30, 26 | +782 | 0.00% |
| Steward Partners Investment Advisory, LLC | 523 | Sep 30, 26 | +6 | 0.00% |
| AE Wealth Management LLC | 499 | Sep 30, 26 | -505 | 0.00% |
| HARBOUR INVESTMENTS, INC. | 497 | Sep 30, 26 | -- | 0.00% |
| SOA Wealth Advisors, LLC. | 492 | Sep 30, 26 | +6 | 0.00% |
| Latitude Advisors, LLC | 448 | Sep 30, 26 | +448 | 0.00% |
| Cordgrass Capital Advisors, LLC | 441 | Sep 30, 26 | -- | 0.00% |
| FMR LLC | 414 | Sep 30, 26 | -564 | 0.00% |
| Heritage Family Offices, LLP | 255 | Sep 30, 26 | +255 | 0.00% |
| FRANKLIN TEMPLETON INC | 236 | Sep 30, 26 | -- | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 214 | Sep 30, 26 | -- | 0.00% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 102 | Sep 30, 26 | -- | 0.00% |
| IFG Advisory, LLC | 44 | Sep 30, 26 | -- | 0.00% |
| Geneos Wealth Management Inc. | 20 | Sep 30, 26 | +20 | 0.00% |
| Russell Investments Group, Ltd. | 10 | Sep 30, 26 | -136 | 0.00% |
| HFM Investment Advisors, LLC | 1 | Sep 30, 26 | -- | 0.00% |
| Strategic Wealth Partners, Ltd. | -- | Sep 30, 26 | -15 | -- |
| Cornerstone Planning Group LLC | -- | Sep 30, 26 | -2.19K | -- |
| MASECO LLP | -- | Sep 30, 26 | -43 | -- |
| FIFTH THIRD BANCORP | -- | Sep 30, 26 | -11 | -- |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | -- | Sep 30, 26 | -157 | -- |
| GeoWealth Management, LLC | -- | Sep 30, 26 | -546 | -- |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | -- | Sep 30, 26 | -139 | -- |
| Oakworth Capital, Inc. | -- | Sep 30, 26 | -4 | -- |
| Johnson Financial Group, Inc. | -- | Sep 30, 26 | -779 | -- |
| MML INVESTORS SERVICES, LLC | -- | Sep 30, 26 | -4.40K | -- |
| Avidian Wealth Enterprises, LLC | -- | Sep 30, 26 | -20.63K | -- |
| UMB Bank, n.a. | -- | Sep 30, 26 | -1.02K | -- |
| GOLDMAN SACHS GROUP INC | 6.18M | Jun 30, 26 | +1.69M | 26.10% |
| ENVESTNET ASSET MANAGEMENT INC | 1.39M | Jun 30, 26 | +128.04K | 5.88% |
| EP Wealth Advisors, LLC | 968.10K | Jun 30, 26 | +819.00K | 4.08% |
| MORGAN STANLEY | 665.87K | Jun 30, 26 | +89.64K | 2.81% |
| WELLS FARGO & COMPANY/MN | 618.97K | Jun 30, 26 | +230.75K | 2.61% |
| Betterment LLC | 520.51K | Jun 30, 26 | -32.02K | 2.20% |
| PRINCIPAL SECURITIES, INC. | 391.21K | Jun 30, 26 | +26.06K | 1.65% |
| Envestnet Portfolio Solutions, Inc. | 297.45K | Jun 30, 26 | +39.12K | 1.26% |
| Cetera Investment Advisers | 242.38K | Jun 30, 26 | +15.06K | 1.02% |
| BANK OF AMERICA CORP /DE/ | 145.43K | Jun 30, 26 | +22.89K | 0.61% |
| AMERIPRISE FINANCIAL INC | 119.71K | Jun 30, 26 | +14.11K | 0.51% |
| RAYMOND JAMES FINANCIAL INC | 77.31K | Jun 30, 26 | +16.06K | 0.33% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 69.77K | Jun 30, 26 | -20.05K | 0.29% |
| JPMORGAN CHASE & CO | 67.77K | Jun 30, 26 | +22.34K | 0.29% |
| Vestmark Advisory Solutions, Inc. | 64.98K | Jun 30, 26 | +6.16K | 0.27% |
| Regal Investment Advisors LLC | 56.16K | Jun 30, 26 | +719 | 0.24% |
| Corient Private Wealth LP | 55.87K | Jun 30, 26 | -2.59K | 0.24% |
| NewEdge Advisors, LLC | 40.94K | Jun 30, 26 | +1.76K | 0.17% |
| Arkadios Wealth Advisors | 33.42K | Jun 30, 26 | +1.08K | 0.14% |
| LifePlan Investment Advisors, Inc. | 27.33K | Jun 30, 26 | +1.48K | 0.12% |
| Note Advisors, LLC | 19.97K | Jun 30, 26 | -2.58K | 0.08% |
| Integrated Wealth Concepts LLC | 18.55K | Jun 30, 26 | +2.73K | 0.08% |
| Haverford Trust Co | 13.66K | Jun 30, 26 | -840 | 0.06% |
| 17 CAPITAL PARTNERS, LLC | 12.64K | Jun 30, 26 | +1.49K | 0.05% |
| OSAIC HOLDINGS, INC. | 12.13K | Jun 30, 26 | +2.78K | 0.05% |
| Orion Porfolio Solutions, LLC | 10.35K | Jun 30, 26 | +1.12K | 0.04% |
| World Investment Advisors | 8.61K | Jun 30, 26 | -1.99K | 0.04% |
| Ausdal Financial Partners, Inc. | 5.88K | Jun 30, 26 | +18 | 0.02% |
| Wealth Management Associates, Inc. | 5.00K | Jun 30, 26 | +5.00K | 0.02% |
| MML INVESTORS SERVICES, LLC | 4.40K | Jun 30, 26 | +4.40K | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 3.57K | Jun 30, 26 | +3.57K | 0.02% |
| ROGCO, LP | 1.60K | Jun 30, 26 | +1.60K | 0.01% |
| Rockefeller Capital Management L.P. | 1.30K | Jun 30, 26 | +391 | 0.01% |
| AE Wealth Management LLC | 1.00K | Jun 30, 26 | +434 | 0.00% |
| EFG International AG | 885 | Jun 30, 26 | +52 | 0.00% |
| Johnson Financial Group, Inc. | 779 | Jun 30, 26 | +779 | 0.00% |
| ROYAL BANK OF CANADA | 739 | Jun 30, 26 | +159 | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 157 | Jun 30, 26 | -- | 0.00% |
| Glen Eagle Advisors, LLC | 52 | Jun 30, 26 | -- | 0.00% |
| Strategic Wealth Partners, Ltd. | 15 | Jun 30, 26 | -- | 0.00% |
| HFM Investment Advisors, LLC | 1 | Jun 30, 26 | +1 | 0.00% |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -23.62K | -- |
| MAI Capital Management | -- | Jun 30, 26 | -223 | -- |
| FLOW TRADERS U.S. LLC | -- | Jun 30, 26 | -17.56K | -- |
| Aventura Private Wealth, LLC | -- | Jun 30, 26 | -48 | -- |
| BlackRock, Inc. | -- | Jun 30, 26 | -4.80K | -- |
| CWM, LLC | 6.39K | Mar 31, 26 | -15 | 0.03% |
| Bristlecone Advisors, LLC | 55.14K | Sep 30, 25 | +6.11K | 0.23% |
| Atria Wealth Solutions, Inc. | 17.49K | Jun 30, 25 | -30.67K | 0.07% |
| Orion Portfolio Solutions, LLC | 10.12K | Mar 31, 25 | +3.15K | 0.04% |
| Executive Wealth Management, LLC | 1.10M | Dec 31, 24 | +29.43K | 4.64% |
| CRITERION CAPITAL ADVISORS, LLC | 364.96K | Dec 31, 24 | -- | 1.54% |
| TNF LLC | 18.63K | Sep 30, 24 | -49 | 0.08% |
| RAYMOND JAMES & ASSOCIATES | 18.45K | Sep 30, 24 | +141 | 0.08% |
| Raymond James Financial Services Advisors, Inc. | 11.00K | Sep 30, 24 | +1.92K | 0.05% |
| BlackRock Inc. | 551 | Jun 30, 24 | +551 | 0.00% |
| ICA Group Wealth Management, LLC | 119 | Jun 30, 24 | -6.64K | 0.00% |
| Manning & Napier Group, LLC | 240.61K | Mar 31, 24 | +4.87K | 1.02% |
| Cetera Advisor Networks LLC | 68.43K | Mar 31, 24 | +44.25K | 0.29% |
| Cetera Advisors LLC | 10.92K | Mar 31, 24 | +10.92K | 0.05% |
| DFPG INVESTMENTS, LLC | 21.06K | Dec 31, 23 | +13.86K | 0.09% |
| Columbia Trust Co 01012016 | -- | Dec 31, 23 | -4.93K | -- |
| Ten Capital Wealth Advisors, LLC | 54.38K | Jun 30, 23 | +3.26K | 0.23% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 147.21K | Mar 31, 23 | +2.71K | 0.62% |
| MILESTONE WEALTH, LLC | 61.64K | Sep 30, 22 | -223 | 0.26% |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | -- | Mar 31, 22 | -5.54K | -- |
| NEXT Financial Group, Inc | 1.25K | Dec 31, 21 | +916 | 0.01% |
| WealthStone, Inc. | 211.11K | Mar 31, 21 | +16.77K | 0.89% |
| ETRADE Capital Management LLC | 103.96K | Sep 30, 20 | +57.24K | 0.44% |
| Watson Rebecca | 4.25K | Sep 30, 20 | -100 | 0.02% |
| LifePlan Financial Group, Inc | 331 | Sep 30, 20 | -- | 0.00% |
| Advisor Group, Inc. | 183.49K | Dec 31, 19 | -10.76K | 0.77% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 35.74K | Dec 31, 19 | +2.34K | 0.15% |
| CXI Advisors | 288 | Dec 31, 19 | +288 | 0.00% |
| BKS ADVISORS, LLC | 14.50K | Mar 31, 19 | -- | 0.06% |
| Vestpro Financial Partners, Inc. dba CPF Texas | 13.02K | Sep 30, 18 | +5.20K | 0.05% |
