| Gemmer Asset Management LLC | 2.92M | Sep 30, 26 | +2.92M | 60.61% |
| TRUE Private Wealth Advisors | 1.32M | Sep 30, 26 | +29.18K | 27.35% |
| Quantum Financial Advisors, LLC | 390.13K | Sep 30, 26 | +21.33K | 8.10% |
| North Star Investment Management Corp. | 230.26K | Sep 30, 26 | +6.24K | 4.78% |
| First Affirmative Financial Network | 187.51K | Sep 30, 26 | +187.51K | 3.89% |
| CENTRAL TRUST Co | 127.92K | Sep 30, 26 | +28.64K | 2.66% |
| Split Rock Private Trading & Wealth Management, LLC | 83.22K | Sep 30, 26 | +1.15K | 1.73% |
| Addison Advisors LLC | 60.35K | Sep 30, 26 | +1.76K | 1.25% |
| Bradley & Co. Private Wealth Management, LLC | 45.33K | Sep 30, 26 | +21.34K | 0.94% |
| LPL Financial LLC | 44.56K | Sep 30, 26 | +27.17K | 0.93% |
| JIM SAULNIER & ASSOCIATES, LLC | 40.43K | Sep 30, 26 | +927 | 0.84% |
| DAVENPORT & Co LLC | 37.56K | Sep 30, 26 | -886 | 0.78% |
| Penobscot Investment Management Company, Inc. | 34.00K | Sep 30, 26 | -- | 0.71% |
| IFG Advisory, LLC | 30.92K | Sep 30, 26 | +4.37K | 0.64% |
| COMMONWEALTH EQUITY SERVICES, LLC | 25.63K | Sep 30, 26 | +11.63K | 0.53% |
| MKT Advisors LLC | 19.66K | Sep 30, 26 | +724 | 0.41% |
| Briggs Wealth Management, Inc | 19.17K | Sep 30, 26 | -3.84K | 0.40% |
| ARK & TLK INVESTMENTS, LLC | 17.91K | Sep 30, 26 | -- | 0.37% |
| 4Thought Financial Group Inc. | 14.04K | Sep 30, 26 | +175 | 0.29% |
| Creative Planning | 13.96K | Sep 30, 26 | +56 | 0.29% |
| Clark Asset Management, LLC | 10.40K | Sep 30, 26 | +264 | 0.22% |
| Allworth Financial LP | 9.90K | Sep 30, 26 | -- | 0.21% |
| Farther Finance Advisors, LLC | 5.47K | Sep 30, 26 | -1.51K | 0.11% |
| BURKETT FINANCIAL SERVICES, LLC | 4.69K | Sep 30, 26 | +4.69K | 0.10% |
| Parallel Advisors, LLC | 1.14K | Sep 30, 26 | -- | 0.02% |
| BARRETT & COMPANY, INC. | 1.00K | Sep 30, 26 | -- | 0.02% |
| Asset Dedication, LLC | 994 | Sep 30, 26 | -- | 0.02% |
| Laurel Wealth Advisors LLC | 200 | Sep 30, 26 | +200 | 0.00% |
| Willow Creek Wealth Management Inc. | -- | Sep 30, 26 | -8.75K | -- |
| RAYMOND JAMES FINANCIAL INC | 512.38K | Jun 30, 26 | +349.95K | 10.64% |
| BlackRock, Inc. | 170.57K | Jun 30, 26 | +69.64K | 3.54% |
| OSAIC HOLDINGS, INC. | 106.84K | Jun 30, 26 | +63.91K | 2.22% |
| JANE STREET GROUP, LLC | 46.76K | Jun 30, 26 | +46.76K | 0.97% |
| Gateway Wealth Partners, LLC | 34.08K | Jun 30, 26 | +34.08K | 0.71% |
| GOLDMAN SACHS GROUP INC | 19.24K | Jun 30, 26 | -- | 0.40% |
| Cerity Partners LLC | 17.44K | Jun 30, 26 | +25 | 0.36% |
| Tower Research Capital LLC (TRC) | 16.27K | Jun 30, 26 | +15.29K | 0.34% |
| Beacon Pointe Advisors, LLC | 11.47K | Jun 30, 26 | +1.14K | 0.24% |
| Strategic Financial Concepts, LLC | 10.77K | Jun 30, 26 | -- | 0.22% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9.77K | Jun 30, 26 | +9.77K | 0.20% |
| Integrated Wealth Concepts LLC | 1.34K | Jun 30, 26 | +1.34K | 0.03% |
| Steward Partners Investment Advisory, LLC | 694 | Jun 30, 26 | +2 | 0.01% |
| WELLS FARGO & COMPANY/MN | 41 | Jun 30, 26 | +41 | 0.00% |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -24.20K | -- |
| McIlrath & Eck, LLC | 1.61K | Mar 31, 26 | +1.61K | 0.03% |
