| COURIER CAPITAL LLC | -- | Sep 30, 26 | -25.52K | -- |
| JPMORGAN CHASE & CO | 460.06K | Jun 30, 26 | -68.30K | 19.58% |
| MORGAN STANLEY | 110.83K | Jun 30, 26 | +66.36K | 4.72% |
| 3EDGE Asset Management, LP | 86.50K | Jun 30, 26 | +75.96K | 3.68% |
| Vontobel Holding Ltd. | 70.87K | Jun 30, 26 | -121 | 3.02% |
| ROYAL BANK OF CANADA | 40.98K | Jun 30, 26 | +1.22K | 1.74% |
| RAYMOND JAMES FINANCIAL INC | 39.32K | Jun 30, 26 | -11.60K | 1.67% |
| UBS Group AG | 34.30K | Jun 30, 26 | -7.20K | 1.46% |
| LPL Financial LLC | 34.04K | Jun 30, 26 | -21.10K | 1.45% |
| JANE STREET GROUP, LLC | 31.92K | Jun 30, 26 | -42.00K | 1.36% |
| Pictet North America Advisors SA | 24.27K | Jun 30, 26 | -46 | 1.03% |
| EP Wealth Advisors, LLC | 22.84K | Jun 30, 26 | -- | 0.97% |
| Cordoba Advisory Partners LLC | 19.68K | Jun 30, 26 | +1.58K | 0.84% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 19.36K | Jun 30, 26 | -- | 0.82% |
| CASTLEKEEP INVESTMENT ADVISORS LLC | 18.89K | Jun 30, 26 | +248 | 0.80% |
| Cresset Asset Management, LLC | 18.24K | Jun 30, 26 | -- | 0.78% |
| WELLS FARGO & COMPANY/MN | 17.25K | Jun 30, 26 | +115 | 0.73% |
| BANK OF AMERICA CORP /DE/ | 16.12K | Jun 30, 26 | -11.67K | 0.69% |
| Forum Finance Group S.A. | 15.97K | Jun 30, 26 | -11.08K | 0.68% |
| ATLAS CAPITAL ADVISORS LLC | 13.43K | Jun 30, 26 | -- | 0.57% |
| Drum Hill Capital, LLC | 9.21K | Jun 30, 26 | +109 | 0.39% |
| FLOW TRADERS U.S. LLC | 8.81K | Jun 30, 26 | -73.39K | 0.37% |
| Cerity Partners LLC | 8.59K | Jun 30, 26 | -- | 0.37% |
| SSA SWISS ADVISORS AG | 6.50K | Jun 30, 26 | -- | 0.28% |
| JONES FINANCIAL COMPANIES LLLP | 6.09K | Jun 30, 26 | +1.21K | 0.26% |
| Stratos Wealth Partners, LTD. | 5.56K | Jun 30, 26 | -2.40K | 0.24% |
| Financial Alternatives, Inc | 4.36K | Jun 30, 26 | -- | 0.19% |
| Activest Wealth Management | 4.24K | Jun 30, 26 | +4.24K | 0.18% |
| DEUTSCHE BANK AG\ | 3.54K | Jun 30, 26 | -- | 0.15% |
| ADVISOR GROUP HOLDINGS, INC. | 3.38K | Jun 30, 26 | +411 | 0.14% |
| Quantum Financial Advisors, LLC | 3.36K | Jun 30, 26 | +112 | 0.14% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.92K | Jun 30, 26 | +2.92K | 0.12% |
| BNP Paribas Asset Management Holding S.A. | 2.85K | Jun 30, 26 | -464 | 0.12% |
| Silvant Capital Management LLC | 2.75K | Jun 30, 26 | -- | 0.12% |
| UBS ASSET MANAGEMENT AMERICAS INC | 1.92K | Jun 30, 26 | -- | 0.08% |
| MERCER GLOBAL ADVISORS INC /ADV | 1.59K | Jun 30, 26 | +1.59K | 0.07% |
| Steward Partners Investment Advisory, LLC | 1.48K | Jun 30, 26 | -- | 0.06% |
| PRIVATE TRUST CO NA | 651 | Jun 30, 26 | -217 | 0.03% |
| 4Thought Financial Group Inc. | 581 | Jun 30, 26 | -1 | 0.02% |
| EFG International AG | 284 | Jun 30, 26 | +8 | 0.01% |
| BANK OF MONTREAL /CAN/ | 273 | Jun 30, 26 | -- | 0.01% |
| BLAIR WILLIAM & CO/IL | 94 | Jun 30, 26 | +94 | 0.00% |
| Godfrey Financial Associates, Inc. | 83 | Jun 30, 26 | -- | 0.00% |
| Dunhill Financial, LLC | 58 | Jun 30, 26 | -- | 0.00% |
| MidFirst Bank | 32 | Jun 30, 26 | -- | 0.00% |
| NewEdge Advisors, LLC | 27 | Jun 30, 26 | +2 | 0.00% |
| GTS SECURITIES LLC | -- | Jun 30, 26 | -8.14K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -1.80K | -- |
| Rockefeller Capital Management L.P. | -- | Jun 30, 26 | -54 | -- |
| Frazier Financial Advisors, LLC | -- | Jun 30, 26 | -376 | -- |
| MAI Capital Management | -- | Jun 30, 26 | -102 | -- |
| CWM, LLC | 9.76K | Mar 31, 26 | -- | 0.42% |
| COMERICA BANK | 150 | Dec 31, 25 | +100 | 0.01% |
| Atria Wealth Solutions, Inc. | 3.30K | Jun 30, 25 | +3.30K | 0.14% |
| Raymond James Financial Services Advisors, Inc. | 39.51K | Sep 30, 24 | +3.04K | 1.68% |
| Sweet Financial Partners, LLC | 9.76K | Sep 30, 24 | -- | 0.42% |
| Surevest, LLC | -- | Sep 30, 22 | -9 | -- |
| NEXT Financial Group, Inc | 26.83K | Dec 31, 21 | +4.02K | 1.14% |
| Hoover Financial Advisors, Inc. | 5 | Jun 30, 21 | +5 | 0.00% |
| ROWLAND CARMICHAEL ADVISORS INC /ADV | 100 | Dec 31, 20 | +100 | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 1.35K | Dec 31, 19 | +488 | 0.06% |
| Advisor Group, Inc. | 706 | Dec 31, 19 | +2 | 0.03% |
| Clarfeld Financial Advisors, LLC | 1.06K | Dec 31, 18 | +1.06K | 0.05% |
| Commonwealth Equity Services, Inc | 16.53K | Jun 30, 17 | +2.39K | 0.70% |
| BlackRock Fund Advisors | 28.26K | Dec 31, 16 | -774 | 1.20% |
| MSI Financial Services Inc | 391 | Dec 31, 16 | -141 | 0.02% |
| Alerus Investment Advisors Corp | 282 | Mar 31, 16 | -- | 0.01% |
| Fusion Investment Group, LLC | 14.03K | Dec 31, 15 | -26 | 0.60% |
| MANAGED ACCOUNT ADVISORS LLC | 851 | Jun 30, 15 | +561 | 0.04% |
| NEW ENGLAND SECURITIES CORP /MA/ | -- | Dec 31, 14 | -63 | -- |
| UBS AG | 12.70K | Sep 30, 14 | +3.04K | 0.54% |
| Jane Street Holding, LLC | 16.57K | Dec 31, 13 | -12.84K | 0.71% |
| First Allied Securities, Inc. | -- | Jun 30, 12 | -65 | -- |