| ALLIANCEBERNSTEIN L.P. | 24.38M | Jun 30, 26 | +326.30K | 63.37% |
| JOHNSON INVESTMENT COUNSEL INC | 5.30M | Jun 30, 26 | +146.31K | 13.77% |
| BBR PARTNERS, LLC | 4.86M | Jun 30, 26 | +128.18K | 12.62% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 972.77K | Jun 30, 26 | +100.55K | 2.53% |
| LPL Financial LLC | 724.39K | Jun 30, 26 | +19.99K | 1.88% |
| HB Wealth Management, LLC | 322.52K | Jun 30, 26 | -- | 0.84% |
| Stratos Wealth Partners, LTD. | 286.34K | Jun 30, 26 | +12.99K | 0.74% |
| KPP Advisory Services LLC | 207.65K | Jun 30, 26 | +15.59K | 0.54% |
| D L CARLSON INVESTMENT GROUP INC | 80.22K | Jun 30, 26 | -3.82K | 0.21% |
| New Republic Capital, LLC | 59.52K | Jun 30, 26 | -2.26K | 0.15% |
| JANE STREET GROUP, LLC | 52.02K | Jun 30, 26 | +533 | 0.14% |
| Cresset Asset Management, LLC | 49.41K | Jun 30, 26 | +23.22K | 0.13% |
| RAYMOND JAMES FINANCIAL INC | 48.81K | Jun 30, 26 | +22.88K | 0.13% |
| Cornerstone Planning Group LLC | 42.92K | Jun 30, 26 | -1 | 0.11% |
| CIBC Bancorp USA Inc. | 41.24K | Jun 30, 26 | +1.85K | 0.11% |
| GENESIS PRIVATE WEALTH, LLC | 41.05K | Jun 30, 26 | +9.95K | 0.11% |
| RFG - Bristol Wealth Advisors, LLC | 38.16K | Jun 30, 26 | +2.40K | 0.10% |
| CITADEL ADVISORS LLC | 28.54K | Jun 30, 26 | +12.58K | 0.07% |
| BANK OF MONTREAL /CAN/ | 28.04K | Jun 30, 26 | -- | 0.07% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 27.47K | Jun 30, 26 | +480 | 0.07% |
| ENVESTNET ASSET MANAGEMENT INC | 26.86K | Jun 30, 26 | -667 | 0.07% |
| Next Level Private LLC | 22.31K | Jun 30, 26 | -425 | 0.06% |
| Tanglewood Legacy Advisors, LLC | 21.45K | Jun 30, 26 | -- | 0.06% |
| PNC FINANCIAL SERVICES GROUP, INC. | 21.00K | Jun 30, 26 | -1.00K | 0.05% |
| ALTERNA WEALTH MANAGEMENT, INC | 19.94K | Jun 30, 26 | -- | 0.05% |
| Cetera Investment Advisers | 19.06K | Jun 30, 26 | +19.06K | 0.05% |
| Kingsview Wealth Management, LLC | 17.23K | Jun 30, 26 | +8.28K | 0.04% |
| WELLS FARGO & COMPANY/MN | 16.89K | Jun 30, 26 | +16.77K | 0.04% |
| Keel Point, LLC | 13.85K | Jun 30, 26 | -- | 0.04% |
| RITHOLTZ WEALTH MANAGEMENT | 12.40K | Jun 30, 26 | -826 | 0.03% |
| UBS Group AG | 11.48K | Jun 30, 26 | +9.70K | 0.03% |
| AQR CAPITAL MANAGEMENT LLC | 10.20K | Jun 30, 26 | -805 | 0.03% |
| Legacy Bridge, LLC | 9.76K | Jun 30, 26 | -- | 0.03% |
| CAPTRUST FINANCIAL ADVISORS | 9.19K | Jun 30, 26 | +1.01K | 0.02% |
| Lido Advisors, LLC | 9.18K | Jun 30, 26 | -- | 0.02% |
| JPMORGAN CHASE & CO | 8.68K | Jun 30, 26 | +66 | 0.02% |
| Rockefeller Capital Management L.P. | 8.56K | Jun 30, 26 | +2 | 0.02% |
| Creative Planning | 7.63K | Jun 30, 26 | -- | 0.02% |
| ROYAL BANK OF CANADA | 6.47K | Jun 30, 26 | -- | 0.02% |
| AMERIPRISE FINANCIAL INC | 6.30K | Jun 30, 26 | +6.30K | 0.02% |
| Next Capital Management LLC | 6.01K | Jun 30, 26 | -- | 0.02% |
| OPPENHEIMER & CO INC | 5.82K | Jun 30, 26 | +5.82K | 0.02% |
| Prossimo Advisors, LLC | 5.68K | Jun 30, 26 | -- | 0.01% |
| MAI Capital Management | 5.00K | Jun 30, 26 | -- | 0.01% |
| MORGAN STANLEY | 3.40K | Jun 30, 26 | -- | 0.01% |
| EVERMAY WEALTH MANAGEMENT LLC | 3.38K | Jun 30, 26 | -- | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 3.37K | Jun 30, 26 | +3.37K | 0.01% |
| PRIVATE TRUST CO NA | 2.86K | Jun 30, 26 | -- | 0.01% |
| FIFTH THIRD BANCORP | 2.00K | Jun 30, 26 | -- | 0.01% |
| Global Retirement Partners, LLC | 1.66K | Jun 30, 26 | +1.66K | 0.00% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 1.35K | Jun 30, 26 | +355 | 0.00% |
| IFG Advisory, LLC | 1.17K | Jun 30, 26 | +1.17K | 0.00% |
| Integrated Wealth Concepts LLC | 400 | Jun 30, 26 | +400 | 0.00% |
| FMR LLC | 339 | Jun 30, 26 | -- | 0.00% |
| Farther Finance Advisors, LLC | 300 | Jun 30, 26 | +50 | 0.00% |
| NewEdge Advisors, LLC | 74 | Jun 30, 26 | -31 | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 64 | Jun 30, 26 | -66 | 0.00% |
| CoreCap Advisors, LLC | 62 | Jun 30, 26 | -- | 0.00% |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -3.69K | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -67.70K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -481 | -- |
| Annis Gardner Whiting Capital Advisors, LLC | -- | Jun 30, 26 | -508 | -- |
| COMMONWEALTH EQUITY SERVICES, LLC | -- | Jun 30, 26 | -18.90K | -- |
| CWM, LLC | 85.39K | Mar 31, 26 | +12.03K | 0.22% |
| CIBC Private Wealth Group, LLC | 40.86K | Dec 31, 25 | +860 | 0.11% |