| Krilogy Financial LLC | 2.55M | Sep 30, 26 | -67.85K | 8.79% |
| HighTower Advisors, LLC | 1.42M | Sep 30, 26 | +1.12M | 4.91% |
| Parcion Private Wealth LLC | 1.18M | Sep 30, 26 | +1.18M | 4.07% |
| UBS Group AG | 966.27K | Sep 30, 26 | -9.89K | 3.33% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 703.03K | Sep 30, 26 | -32.82K | 2.42% |
| RAYMOND JAMES FINANCIAL INC | 666.91K | Sep 30, 26 | +134.10K | 2.30% |
| D.A. DAVIDSON & CO. | 539.40K | Sep 30, 26 | +76.29K | 1.86% |
| Probity Advisors, Inc. | 512.73K | Sep 30, 26 | +78.31K | 1.77% |
| TITLEIST ASSET MANAGEMENT, LLC | 485.64K | Sep 30, 26 | +46.25K | 1.67% |
| TRUIST FINANCIAL CORP | 476.73K | Sep 30, 26 | +27.08K | 1.64% |
| Legacy Private Trust Co. | 381.85K | Sep 30, 26 | +5.69K | 1.32% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 357.81K | Sep 30, 26 | +12.03K | 1.23% |
| Atlantic Private Wealth, LLC | 310.23K | Sep 30, 26 | +16.24K | 1.07% |
| Yoder Wealth Management, Inc. | 268.14K | Sep 30, 26 | +51.33K | 0.92% |
| Asset Dedication, LLC | 245.64K | Sep 30, 26 | +25.48K | 0.85% |
| Parallel Advisors, LLC | 242.44K | Sep 30, 26 | +64.86K | 0.84% |
| Stockman Wealth Management, Inc. | 235.48K | Sep 30, 26 | +16.89K | 0.81% |
| Accretive Wealth Partners, LLC | 231.34K | Sep 30, 26 | +48.46K | 0.80% |
| PARK AVENUE SECURITIES LLC | 194.86K | Sep 30, 26 | +16.95K | 0.67% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 182.44K | Sep 30, 26 | +57.33K | 0.63% |
| JAMES INVESTMENT RESEARCH, INC. | 162.25K | Sep 30, 26 | -1.94K | 0.56% |
| LPL Financial LLC | 161.94K | Sep 30, 26 | -7.42K | 0.56% |
| Cambridge Investment Research Advisors, Inc. | 159.09K | Sep 30, 26 | +2.69K | 0.55% |
| CHOREO, LLC | 138.16K | Sep 30, 26 | +138.16K | 0.48% |
| CENTRAL TRUST Co | 135.76K | Sep 30, 26 | +17.54K | 0.47% |
| STIFEL FINANCIAL CORP | 117.94K | Sep 30, 26 | -1.31K | 0.41% |
| BOSTON FAMILY OFFICE LLC | 96.94K | Sep 30, 26 | +15.15K | 0.33% |
| Janney Montgomery Scott LLC | 80.91K | Sep 30, 26 | -231.63K | 0.28% |
| Heartland Bank & Trust Co | 66.94K | Sep 30, 26 | +66.94K | 0.23% |
| IFP Advisors, Inc | 60.00K | Sep 30, 26 | +6.98K | 0.21% |
| Private Advisor Group, LLC | 57.05K | Sep 30, 26 | +2.10K | 0.20% |
| Cushing Capital Partners, LLC | 52.41K | Sep 30, 26 | -1.52K | 0.18% |
| Visionary Wealth Advisors | 51.35K | Sep 30, 26 | -1.60K | 0.18% |
| Allworth Financial LP | 49.63K | Sep 30, 26 | +49.63K | 0.17% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 46.47K | Sep 30, 26 | +46.47K | 0.16% |
| VERUS CAPITAL PARTNERS, LLC | 45.87K | Sep 30, 26 | -3.58K | 0.16% |
| COMMONWEALTH EQUITY SERVICES, LLC | 35.15K | Sep 30, 26 | -819 | 0.12% |
| BENJAMIN EDWARDS INC | 34.43K | Sep 30, 26 | +2.51K | 0.12% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 32.78K | Sep 30, 26 | +5.80K | 0.11% |
| 4WEALTH ADVISORS, INC. | 31.17K | Sep 30, 26 | +4.78K | 0.11% |
| ASSOCIATED BANC-CORP | 28.18K | Sep 30, 26 | +5.51K | 0.10% |
| XY Planning Network, Inc. | 20.96K | Sep 30, 26 | +20.96K | 0.07% |
| OSAIC HOLDINGS, INC. | 20.14K | Sep 30, 26 | +3.76K | 0.07% |
| MOULTON WEALTH MANAGEMENT, INC | 19.89K | Sep 30, 26 | -510 | 0.07% |
| Rothschild Wealth LLC | 19.08K | Sep 30, 26 | +19.08K | 0.07% |
| Truepoint, Inc. | 18.29K | Sep 30, 26 | +18.29K | 0.06% |
| Jacobi Capital Management LLC | 17.69K | Sep 30, 26 | +119 | 0.06% |
| MBA Advisors LLC | 17.27K | Sep 30, 26 | +17.27K | 0.06% |
| CARY STREET PARTNERS FINANCIAL LLC | 16.42K | Sep 30, 26 | +2.21K | 0.06% |
| Great Diamond Partners, LLC | 15.97K | Sep 30, 26 | +4.12K | 0.06% |
| Kestra Investment Management, LLC | 15.82K | Sep 30, 26 | -- | 0.05% |
| Hyposwiss Advisors SA | 15.19K | Sep 30, 26 | -- | 0.05% |
| Guidance Point Advisors, LLC | 15.16K | Sep 30, 26 | +39 | 0.05% |
| Single Point Partners, LLC | 14.59K | Sep 30, 26 | -- | 0.05% |
| Brookstone Capital Management | 14.01K | Sep 30, 26 | -1.47K | 0.05% |
| Lido Advisors, LLC | 13.96K | Sep 30, 26 | +2.24K | 0.05% |
| Greater Midwest Financial Group, LLC | 13.26K | Sep 30, 26 | -218 | 0.05% |
| Kestra Advisory Services, LLC | 12.85K | Sep 30, 26 | -13.88K | 0.04% |
| Old Mission Investment Co LLC | 11.94K | Sep 30, 26 | +1.46K | 0.04% |
| Physician Wealth Advisors, Inc. | 11.73K | Sep 30, 26 | +3.65K | 0.04% |
| MLP3, LLC | 11.27K | Sep 30, 26 | +11.27K | 0.04% |
| Compass Ion Advisors, LLC | 11.20K | Sep 30, 26 | -- | 0.04% |
| JIM SAULNIER & ASSOCIATES, LLC | 11.03K | Sep 30, 26 | +109 | 0.04% |
| SIGNATUREFD, LLC | 11.01K | Sep 30, 26 | -- | 0.04% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 10.07K | Sep 30, 26 | -- | 0.03% |
| DecisionMap Wealth Management, LLC | 9.26K | Sep 30, 26 | +9.26K | 0.03% |
| Global Retirement Partners, LLC | 6.73K | Sep 30, 26 | +6.73K | 0.02% |
| Atlantic Union Bankshares Corp | 6.41K | Sep 30, 26 | -315 | 0.02% |
| Clearstead Advisors, LLC | 5.74K | Sep 30, 26 | +5.74K | 0.02% |
| Clayton Financial Group LLC | 5.64K | Sep 30, 26 | +5.64K | 0.02% |
| US BANCORP \DE\ | 4.62K | Sep 30, 26 | +1.98K | 0.02% |
| HARBOUR INVESTMENTS, INC. | 3.87K | Sep 30, 26 | +1.94K | 0.01% |
| CNB Bank | 3.60K | Sep 30, 26 | -- | 0.01% |
| Concord Wealth Partners | 3.34K | Sep 30, 26 | +3.34K | 0.01% |
| FIFTH THIRD BANCORP | 2.77K | Sep 30, 26 | -6 | 0.01% |
| CITIGROUP INC | 2.48K | Sep 30, 26 | +2.48K | 0.01% |
| Cherry Tree Wealth Management, LLC | 2.37K | Sep 30, 26 | -- | 0.01% |
| BESSEMER GROUP INC | 2.33K | Sep 30, 26 | +2.33K | 0.01% |
| Laurel Wealth Advisors LLC | 2.10K | Sep 30, 26 | +2.10K | 0.01% |
| Clearstead Trust, LLC | 1.95K | Sep 30, 26 | -- | 0.01% |
| Bogart Wealth, LLC | 1.77K | Sep 30, 26 | -- | 0.01% |
| Bank of New Hampshire | 1.00K | Sep 30, 26 | +200 | 0.00% |
| First PREMIER Bank | 667 | Sep 30, 26 | -- | 0.00% |
| High Note Wealth, LLC | 478 | Sep 30, 26 | +478 | 0.00% |
| NBH Bank | 249 | Sep 30, 26 | -- | 0.00% |
| Parkside Financial Bank & Trust | 202 | Sep 30, 26 | -- | 0.00% |
| Nuveen, LLC | 2 | Sep 30, 26 | +2 | 0.00% |
| CAPTRUST FINANCIAL ADVISORS | -- | Sep 30, 26 | -29.54K | -- |
| FMR LLC | -- | Sep 30, 26 | -2.75K | -- |
| BANK OF MONTREAL /CAN/ | -- | Sep 30, 26 | -555 | -- |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | -- | Sep 30, 26 | -1.30K | -- |
| Belpointe Asset Management LLC | -- | Sep 30, 26 | -16.70K | -- |
| JANE STREET GROUP, LLC | -- | Sep 30, 26 | -23.19K | -- |
| MONECO ADVISORS, LLC | -- | Sep 30, 26 | -10.22K | -- |
| COLDSTREAM CAPITAL MANAGEMENT INC | -- | Sep 30, 26 | -9.15K | -- |
| MATHER GROUP, LLC. | -- | Sep 30, 26 | -3.79K | -- |
| UBS Group AG | 976.16K | Jun 30, 26 | -19.55K | 3.37% |
| MORGAN STANLEY | 885.35K | Jun 30, 26 | +36.37K | 3.05% |
| RAYMOND JAMES FINANCIAL INC | 532.80K | Jun 30, 26 | +5.58K | 1.84% |
| ENVESTNET ASSET MANAGEMENT INC | 394.28K | Jun 30, 26 | +41.46K | 1.36% |
| Snowden Capital Advisors LLC | 374.41K | Jun 30, 26 | +5.22K | 1.29% |
| WELLS FARGO & COMPANY/MN | 362.73K | Jun 30, 26 | +11.66K | 1.25% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 345.78K | Jun 30, 26 | +41.37K | 1.19% |
| AMERIPRISE FINANCIAL INC | 328.09K | Jun 30, 26 | +45.33K | 1.13% |
| MERCER GLOBAL ADVISORS INC /ADV | 220.62K | Jun 30, 26 | +21.55K | 0.76% |
| BANK OF AMERICA CORP /DE/ | 203.43K | Jun 30, 26 | +15.45K | 0.70% |
| ROYAL BANK OF CANADA | 183.32K | Jun 30, 26 | +38.05K | 0.63% |
| NewEdge Advisors, LLC | 157.95K | Jun 30, 26 | -2.16K | 0.54% |
| GOLDMAN SACHS GROUP INC | 121.45K | Jun 30, 26 | +37.91K | 0.42% |
| STIFEL FINANCIAL CORP | 119.25K | Jun 30, 26 | -8.96K | 0.41% |
| BOSTON FAMILY OFFICE LLC | 81.79K | Jun 30, 26 | +7.11K | 0.28% |
| Cetera Investment Advisers | 66.53K | Jun 30, 26 | -11.96K | 0.23% |
| FIRST NATIONAL BANK OF OMAHA | 47.92K | Jun 30, 26 | -2.50K | 0.17% |
| Reliant Wealth Planning | 40.75K | Jun 30, 26 | -- | 0.14% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 30.15K | Jun 30, 26 | +7.68K | 0.10% |
| CAPTRUST FINANCIAL ADVISORS | 29.54K | Jun 30, 26 | +17 | 0.10% |
| L2 Asset Management, LLC | 29.15K | Jun 30, 26 | +1.29K | 0.10% |
| Integrated Wealth Concepts LLC | 27.25K | Jun 30, 26 | -3.42K | 0.09% |
| Financial Engines Advisors L.L.C. | 27.23K | Jun 30, 26 | +568 | 0.09% |
| AQR CAPITAL MANAGEMENT LLC | 26.23K | Jun 30, 26 | +7.28K | 0.09% |
| Modern Wealth Management, LLC | 23.98K | Jun 30, 26 | +23.98K | 0.08% |
| JANE STREET GROUP, LLC | 23.19K | Jun 30, 26 | -29.18K | 0.08% |
| MML INVESTORS SERVICES, LLC | 22.69K | Jun 30, 26 | +3.91K | 0.08% |
| HEADINVEST, LLC | 20.60K | Jun 30, 26 | -177 | 0.07% |
| OSAIC HOLDINGS, INC. | 16.39K | Jun 30, 26 | +2.79K | 0.06% |
| CARY STREET PARTNERS FINANCIAL LLC | 14.21K | Jun 30, 26 | -405 | 0.05% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14.10K | Jun 30, 26 | -266 | 0.05% |
| Jaffetilchin Investment Partners, LLC | 12.17K | Jun 30, 26 | +120 | 0.04% |
| Vestmark Advisory Solutions, Inc. | 11.93K | Jun 30, 26 | +11.93K | 0.04% |
| Strait & Sound Wealth Management LLC | 11.70K | Jun 30, 26 | +2.15K | 0.04% |
| Gladstone Institutional Advisory LLC | 10.13K | Jun 30, 26 | -1.34K | 0.03% |
| Atlantic Union Bankshares Corp | 6.73K | Jun 30, 26 | -- | 0.02% |
| JPL Wealth Management, LLC | 6.65K | Jun 30, 26 | -- | 0.02% |
| FIDUCIARY FINANCIAL ADVISORS | 3.69K | Jun 30, 26 | +3.69K | 0.01% |
| Crews Bank & Trust | 1.10K | Jun 30, 26 | -- | 0.00% |
| Federation des caisses Desjardins du Quebec | 900 | Jun 30, 26 | -- | 0.00% |
| LOGAN CAPITAL MANAGEMENT INC | 609 | Jun 30, 26 | +609 | 0.00% |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -192.88K | -- |
| Sanctuary Advisors, LLC | -- | Jun 30, 26 | -96.82K | -- |
| STAR Financial Bank | -- | Jun 30, 26 | -9.00K | -- |
| Tower Research Capital LLC (TRC) | -- | Jun 30, 26 | -83.12K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -1.51K | -- |
| HRT FINANCIAL LP | -- | Jun 30, 26 | -8.83K | -- |
| CWM, LLC | 53.03K | Mar 31, 26 | +781 | 0.18% |
| McIlrath & Eck, LLC | 3.16K | Mar 31, 26 | +3.16K | 0.01% |
| 2UniFi Bank | 249 | Mar 31, 26 | -- | 0.00% |
| COMERICA BANK | 1.38K | Dec 31, 25 | -815 | 0.00% |
| COUNTRY CLUB BANK /GFN | 73.78K | Sep 30, 25 | -2.51K | 0.25% |
| AllSquare Wealth Management LLC | 15.67K | Sep 30, 25 | +1.21K | 0.05% |
| Spectrum Wealth Counsel, LLC | 2.18K | Mar 31, 25 | -- | 0.01% |
| RAYMOND JAMES & ASSOCIATES | 371.19K | Sep 30, 24 | +20.94K | 1.28% |
| FinTrust Capital Advisors, LLC | 4.65K | Sep 30, 24 | -- | 0.02% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 84 | Jun 30, 24 | +84 | 0.00% |
| First National Bank of South Miami | -- | Jun 30, 23 | -517 | -- |
