| Portland Global Advisors LLC | 796.10K | Sep 30, 26 | +387.52K | 7.92% |
| Focus Partners Wealth | 790.99K | Sep 30, 26 | -35.52K | 7.87% |
| LPL Financial LLC | 386.40K | Sep 30, 26 | -11.86K | 3.84% |
| JPMORGAN CHASE & CO | 365.83K | Sep 30, 26 | -393.69K | 3.64% |
| DEUTSCHE BANK AG\ | 230.54K | Sep 30, 26 | -9.67K | 2.29% |
| McGuire Investment Group, LLC | 206.64K | Sep 30, 26 | +8.89K | 2.06% |
| OneDigital Investment Advisors LLC | 182.43K | Sep 30, 26 | -92.36K | 1.82% |
| Beverly Hills Private Wealth, LLC | 158.89K | Sep 30, 26 | +4.50K | 1.58% |
| CROBAN | 116.86K | Sep 30, 26 | +175 | 1.16% |
| Avise Financial Cooperative, Inc. | 105.40K | Sep 30, 26 | +2.48K | 1.05% |
| UBS Group AG | 91.79K | Sep 30, 26 | +6.85K | 0.91% |
| GUIDANCE CAPITAL, INC | 90.55K | Sep 30, 26 | +6.00K | 0.90% |
| JANE STREET GROUP, LLC | 63.90K | Sep 30, 26 | +27.32K | 0.64% |
| GREAT VALLEY ADVISOR GROUP, INC. | 51.20K | Sep 30, 26 | +1.56K | 0.51% |
| HighTower Advisors, LLC | 46.42K | Sep 30, 26 | -50 | 0.46% |
| Merit Financial Group, LLC | 43.27K | Sep 30, 26 | +43.27K | 0.43% |
| RAYMOND JAMES FINANCIAL INC | 42.16K | Sep 30, 26 | +4.81K | 0.42% |
| McCartney Wealth Management LLC | 37.72K | Sep 30, 26 | +713 | 0.38% |
| KICKSTAND VENTURES, LLC. | 37.56K | Sep 30, 26 | -11.74K | 0.37% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 33.62K | Sep 30, 26 | +10.48K | 0.33% |
| Private Advisor Group, LLC | 31.10K | Sep 30, 26 | +242 | 0.31% |
| CHAPMAN FINANCIAL GROUP, LLC | 29.66K | Sep 30, 26 | +600 | 0.30% |
| Kelman-Lazarov, Inc. | 23.38K | Sep 30, 26 | -85 | 0.23% |
| PARK AVENUE SECURITIES LLC | 22.75K | Sep 30, 26 | -19.02K | 0.23% |
| Horst & Graben Wealth Management LLC | 19.66K | Sep 30, 26 | -9.88K | 0.20% |
| DMC Group, LLC | 17.43K | Sep 30, 26 | -2.67K | 0.17% |
| CARDIFF PARK ADVISORS, LLC | 12.44K | Sep 30, 26 | +9 | 0.12% |
| North Star Investment Management Corp. | 12.43K | Sep 30, 26 | +13 | 0.12% |
| Argent Advisors, Inc. | 9.95K | Sep 30, 26 | +471 | 0.10% |
| Vise Technologies, Inc. | 9.78K | Sep 30, 26 | +9.78K | 0.10% |
| Mariner, LLC | 9.55K | Sep 30, 26 | -1.50K | 0.10% |
| Kestra Advisory Services, LLC | 9.00K | Sep 30, 26 | +229 | 0.09% |
| Csenge Advisory Group | 8.89K | Sep 30, 26 | -6.88K | 0.09% |
| Retirement Solution LLC | 7.49K | Sep 30, 26 | -522 | 0.07% |
| Mayflower Financial Advisors, LLC | 7.41K | Sep 30, 26 | -6.96K | 0.07% |
| WBH ADVISORY INC | 6.42K | Sep 30, 26 | -8.96K | 0.06% |
| Ashton Thomas Private Wealth, LLC | 6.26K | Sep 30, 26 | -7.36K | 0.06% |
| Ascent Group, LLC | 6.01K | Sep 30, 26 | -8.03K | 0.06% |
| American Institute for Advanced Investment Management, LLP | 5.23K | Sep 30, 26 | -- | 0.05% |
| PAYDEN & RYGEL | 4.55K | Sep 30, 26 | -- | 0.05% |
| Global Retirement Partners, LLC | 3.29K | Sep 30, 26 | -2.90K | 0.03% |
| OSAIC HOLDINGS, INC. | 2.74K | Sep 30, 26 | -19.12K | 0.03% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 2.22K | Sep 30, 26 | +118 | 0.02% |
| BLAIR WILLIAM & CO/IL | 1.85K | Sep 30, 26 | +1.85K | 0.02% |
| Smartleaf Asset Management LLC | 659 | Sep 30, 26 | -- | 0.01% |
| FMR LLC | 610 | Sep 30, 26 | -237 | 0.01% |
| Mechanics Financial Corp | 462 | Sep 30, 26 | -- | 0.00% |
| EverSource Wealth Advisors, LLC | 342 | Sep 30, 26 | -149 | 0.00% |
| RESOLUTE WEALTH ADVISOR, INC. | 196 | Sep 30, 26 | +196 | 0.00% |
| NBH Bank | 175 | Sep 30, 26 | -- | 0.00% |
| Balance Wealth Partners LLC | 98 | Sep 30, 26 | +98 | 0.00% |
| Nuveen, LLC | 52 | Sep 30, 26 | +52 | 0.00% |
| Buck Wealth Strategies, LLC | 46 | Sep 30, 26 | -36 | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 24 | Sep 30, 26 | -- | 0.00% |
| DHJJ Financial Advisors, Ltd. | 24 | Sep 30, 26 | -- | 0.00% |
| ASSETMARK, INC | -- | Sep 30, 26 | -123 | -- |
| BEACON FINANCIAL GROUP | -- | Sep 30, 26 | -10.25K | -- |
| Hoxton Planning & Management, LLC | -- | Sep 30, 26 | -8.67K | -- |
| Cyndeo Wealth Partners, LLC | -- | Sep 30, 26 | -4.80K | -- |
| Level Financial Advisors | -- | Sep 30, 26 | -5.50K | -- |
| LifeSteps Financial, Inc. | -- | Sep 30, 26 | -92 | -- |
| Cypress Wealth Services, LLC | -- | Sep 30, 26 | -9.41K | -- |
| JFS WEALTH ADVISORS, LLC | -- | Sep 30, 26 | -188 | -- |
| Robinswood Financial LLC | -- | Sep 30, 26 | -1.23K | -- |
| WealthPlan Investment Management, LLC | -- | Sep 30, 26 | -5.77K | -- |
| Shared Vision Wealth Group LLC | -- | Sep 30, 26 | -7.63K | -- |
| NWAM LLC | -- | Sep 30, 26 | -12.05K | -- |
| FIRETHORN WEALTH PARTNERS, LLC | -- | Sep 30, 26 | -7.27K | -- |
| Advisors Asset Management, Inc. | -- | Sep 30, 26 | -3.45K | -- |
| Spire Wealth Management | -- | Sep 30, 26 | -38 | -- |
| Patriot Financial Group Insurance Agency, LLC | -- | Sep 30, 26 | -10.12K | -- |
| IVC Wealth Advisors LLC | -- | Sep 30, 26 | -4.75K | -- |
| Hills Bank & Trust Co | -- | Sep 30, 26 | -2.30K | -- |
| TWIN PEAKS WEALTH ADVISORS, LLC | -- | Sep 30, 26 | -4.67K | -- |
| Quadrant Private Wealth Management, LLC | -- | Sep 30, 26 | -4.75K | -- |
| Avid Wealth Partners LLC | -- | Sep 30, 26 | -6.77K | -- |
| BlackRock, Inc. | 1.26M | Jun 30, 26 | +125.89K | 12.53% |
| JPMORGAN CHASE & CO | 759.52K | Jun 30, 26 | +160.92K | 7.56% |
| MORGAN STANLEY | 192.09K | Jun 30, 26 | +21.92K | 1.91% |
| Sanctuary Advisors, LLC | 164.02K | Jun 30, 26 | +29.50K | 1.63% |
| Financial Engines Advisors L.L.C. | 145.18K | Jun 30, 26 | +5.61K | 1.44% |
| BANK OF AMERICA CORP /DE/ | 117.03K | Jun 30, 26 | +17.96K | 1.16% |
| ENVESTNET ASSET MANAGEMENT INC | 97.67K | Jun 30, 26 | +7.33K | 0.97% |
| UBS Group AG | 84.94K | Jun 30, 26 | -4.67K | 0.85% |
| Sunflower Bank, N.A. | 55.38K | Jun 30, 26 | -- | 0.55% |
| 5T Wealth, LLC | 42.36K | Jun 30, 26 | +5.22K | 0.42% |
| Curi Capital, LLC | 37.71K | Jun 30, 26 | +5.66K | 0.38% |
| RAYMOND JAMES FINANCIAL INC | 37.35K | Jun 30, 26 | +70 | 0.37% |
| McCartney Wealth Management LLC | 37.01K | Jun 30, 26 | +683 | 0.37% |
| JANE STREET GROUP, LLC | 36.58K | Jun 30, 26 | -15.84K | 0.36% |
| Farmers National Bank | 34.29K | Jun 30, 26 | -- | 0.34% |
| AMERIPRISE FINANCIAL INC | 29.64K | Jun 30, 26 | -910 | 0.29% |
| MML INVESTORS SERVICES, LLC | 25.74K | Jun 30, 26 | +10.73K | 0.26% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 23.14K | Jun 30, 26 | -- | 0.23% |
| OSAIC HOLDINGS, INC. | 21.86K | Jun 30, 26 | -11.68K | 0.22% |
| CITADEL ADVISORS LLC | 16.14K | Jun 30, 26 | +16.14K | 0.16% |
| Sequoia Financial Advisors, LLC | 12.16K | Jun 30, 26 | -2.55K | 0.12% |
| Integrated Wealth Concepts LLC | 10.64K | Jun 30, 26 | +10.64K | 0.11% |
| Betterment LLC | 10.37K | Jun 30, 26 | +758 | 0.10% |
| Argent Advisors, Inc. | 9.48K | Jun 30, 26 | +478 | 0.09% |
| EP Wealth Advisors, LLC | 8.39K | Jun 30, 26 | -4.70K | 0.08% |
| Quotient Wealth Partners, LLC | 7.44K | Jun 30, 26 | +2.79K | 0.07% |
| JONES FINANCIAL COMPANIES LLLP | 7.40K | Jun 30, 26 | +3.62K | 0.07% |
| Cetera Investment Advisers | 6.79K | Jun 30, 26 | +58 | 0.07% |
| Pinnacle Financial Partners, Inc. | 6.11K | Jun 30, 26 | -188 | 0.06% |
| One Wealth Advisors, LLC | 5.22K | Jun 30, 26 | +5.22K | 0.05% |
| Davis Wealth Advisors, LLC | 5.00K | Jun 30, 26 | +5.00K | 0.05% |
| Ausdal Financial Partners, Inc. | 4.88K | Jun 30, 26 | +28 | 0.05% |
| GOLDMAN SACHS GROUP INC | 4.88K | Jun 30, 26 | -36.58K | 0.05% |
| TWIN PEAKS WEALTH ADVISORS, LLC | 4.67K | Jun 30, 26 | +1.15K | 0.05% |
| Equitable Holdings, Inc. | 4.54K | Jun 30, 26 | +47 | 0.05% |
| Steward Partners Investment Advisory, LLC | 4.47K | Jun 30, 26 | -- | 0.04% |
| ROYAL BANK OF CANADA | 4.38K | Jun 30, 26 | -1.11K | 0.04% |
| WELLS FARGO & COMPANY/MN | 1.50K | Jun 30, 26 | -2.29K | 0.01% |
| Ancora Advisors LLC | 1.00K | Jun 30, 26 | -- | 0.01% |
| HOWE & RUSLING INC | 247 | Jun 30, 26 | +247 | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 140 | Jun 30, 26 | +140 | 0.00% |
| Aptus Capital Advisors, LLC | 52 | Jun 30, 26 | -- | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 24 | Jun 30, 26 | +22 | 0.00% |
| MAI Capital Management | -- | Jun 30, 26 | -2.19K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -390 | -- |
| 2UniFi Bank | 175 | Mar 31, 26 | -- | 0.00% |
| CWM, LLC | 133 | Mar 31, 26 | -330 | 0.00% |
| Evanson Asset Management, LLC | -- | Mar 31, 26 | -21.36K | -- |
| CIBC Private Wealth Group LLC | 1.17K | Dec 31, 25 | -- | 0.01% |
| FIRST NATIONAL CORP /MA/ /ADV | 9.68K | Sep 30, 25 | -- | 0.10% |
| SYNOVUS FINANCIAL CORP | 6.30K | Sep 30, 25 | -- | 0.06% |
| FULLCIRCLE WEALTH LLC | 5.44K | Sep 30, 25 | -7 | 0.05% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 51.27K | Jun 30, 25 | -1.18K | 0.51% |
| First Horizon Advisors, Inc. | -- | Jun 30, 25 | -121 | -- |
| FORT PITT CAPITAL GROUP, LLC | 790.79K | Sep 30, 24 | -2.65K | 7.87% |
| FinTrust Capital Advisors, LLC | 26.66K | Sep 30, 24 | -- | 0.27% |
| Raymond James Financial Services Advisors, Inc. | 25.83K | Sep 30, 24 | +237 | 0.26% |
| RAYMOND JAMES & ASSOCIATES | 10.67K | Sep 30, 24 | +1 | 0.11% |
| Family Asset Management, LLC | 10.18K | Sep 30, 24 | -76 | 0.10% |
| Alera Investment Advisors, LLC | 9.38K | Sep 30, 24 | -97 | 0.09% |
| Carmichael Hill & Associates, Inc. | 1.95K | Sep 30, 24 | +3 | 0.02% |
| BlackRock Inc. | 114.84K | Jun 30, 24 | +15.30K | 1.14% |
| PAYDEN & RYGEL INVESTMENT GROUP | 4.55K | Jun 30, 24 | -- | 0.05% |
| INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1.25K | Jun 30, 24 | -- | 0.01% |
| FirstPurpose Wealth LLC | -- | Mar 31, 24 | -7.42K | -- |
| CREDIT SUISSE AG/ | -- | Mar 31, 24 | -30.00K | -- |
| WEALTHSOURCE PARTNERS, LLC | 61.63K | Dec 31, 23 | -10.87K | 0.61% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 28.69K | Dec 31, 23 | +28.69K | 0.29% |
| FOCUS FINANCIAL NETWORK INC /ADV | 21.79K | Dec 31, 23 | +21.79K | 0.22% |
| Bartlett & Co. LLC | 7.38K | Dec 31, 23 | +7.38K | 0.07% |
| DFPG INVESTMENTS, LLC | 5.27K | Dec 31, 23 | +5.27K | 0.05% |
| Baystate Wealth Management LLC | 1.84K | Dec 31, 23 | +1.18K | 0.02% |
| Tri-Star Advisors Inc. | 11.33K | Sep 30, 23 | -- | 0.11% |
| TimeScale Financial, Inc. | 9.61K | Jun 30, 23 | +9.61K | 0.10% |
| RESOLUTE FINANCIAL, LLC | 34.91K | Dec 31, 22 | -5.82K | 0.35% |
| Laurel Wealth Advisors, Inc. | 20.36K | Dec 31, 22 | +20.36K | 0.20% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 1.64K | Dec 31, 22 | -54 | 0.02% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 16.61K | Sep 30, 22 | -3.09K | 0.17% |
| American Portfolios Advisors | 1.19K | Sep 30, 22 | -- | 0.01% |
| Private Capital Group, LLC | 2.83K | Jun 30, 22 | -4.47K | 0.03% |
| People's United Financial, Inc. | 24.74K | Mar 31, 22 | -450 | 0.25% |
| LifePlan Financial Group, Inc | 395 | Sep 30, 20 | -- | 0.00% |
| Advisor Group, Inc. | 18.00K | Dec 31, 19 | +1.38K | 0.18% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 6.95K | Dec 31, 19 | -556 | 0.07% |
| PERSONAL FINANCIAL CONSULTANTS INC /ADV | 12.45K | Jun 30, 19 | +196 | 0.12% |
| Live Your Vision, LLC | 37.40K | Mar 31, 19 | +2.12K | 0.37% |
| Commonwealth Equity Services, Inc | 45.15K | Jun 30, 17 | +1.51K | 0.45% |
| MSI Financial Services Inc | 1.58K | Dec 31, 16 | -1.30K | 0.02% |
| Argentus Capital Management, LLC | -- | Dec 31, 16 | -299 | -- |
| Mizuho Asset Management Co.,Ltd. | -- | Sep 30, 16 | -18.89K | -- |
| NEW ENGLAND SECURITIES CORP /MA/ | 261 | Dec 31, 14 | -- | 0.00% |
| Cobble Hill Financial Services, INC | 7.00K | Sep 30, 14 | -- | 0.07% |
| Jane Street Holding, LLC | 28.61K | Dec 31, 13 | -16.64K | 0.28% |
| KNIGHT CAPITAL GROUP LLC | 25.62K | Jun 30, 13 | -61.85K | 0.25% |
