| CX Institutional | 3.42K | Sep 30, 26 | +3.42K | 0.13% |
| TOMPKINS FINANCIAL CORP | 1.47K | Sep 30, 26 | +1.47K | 0.05% |
| Farther Finance Advisors, LLC | 1.36K | Sep 30, 26 | -- | 0.05% |
| Planning Strategies Inc. | 54 | Sep 30, 26 | -- | 0.00% |
| CoreCap Advisors, LLC | 7 | Sep 30, 26 | -- | 0.00% |
| MORGAN STANLEY | 176.82K | Jun 30, 26 | -272 | 6.50% |
| BANK OF AMERICA CORP /DE/ | 162.63K | Jun 30, 26 | -6.37K | 5.98% |
| RAYMOND JAMES FINANCIAL INC | 157.33K | Jun 30, 26 | +13.95K | 5.78% |
| Clark Capital Management Group, Inc. | 137.06K | Jun 30, 26 | +33.65K | 5.04% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 122.53K | Jun 30, 26 | -3.25K | 4.51% |
| LPL Financial LLC | 92.26K | Jun 30, 26 | +6.80K | 3.39% |
| Advisory Resource Group | 89.29K | Jun 30, 26 | +223 | 3.28% |
| CASTLE WEALTH MANAGEMENT LLC | 83.10K | Jun 30, 26 | -318 | 3.06% |
| ENVESTNET ASSET MANAGEMENT INC | 71.51K | Jun 30, 26 | +16.39K | 2.63% |
| COMMONWEALTH EQUITY SERVICES, LLC | 62.78K | Jun 30, 26 | -6.50K | 2.31% |
| FLOW TRADERS U.S. LLC | 46.17K | Jun 30, 26 | +8.82K | 1.70% |
| Summit Financial, LLC | 45.41K | Jun 30, 26 | +3.86K | 1.67% |
| ROYAL BANK OF CANADA | 38.29K | Jun 30, 26 | -497 | 1.41% |
| INVENIO WEALTH PARTNERS LLC | 37.21K | Jun 30, 26 | +568 | 1.37% |
| Haven Private, LLC | 35.70K | Jun 30, 26 | +3.48K | 1.31% |
| SCOTIA CAPITAL INC. | 35.39K | Jun 30, 26 | -466 | 1.30% |
| Cetera Investment Advisers | 34.78K | Jun 30, 26 | -68.87K | 1.28% |
| Cambridge Investment Research Advisors, Inc. | 30.48K | Jun 30, 26 | -2.67K | 1.12% |
| BARD ASSOCIATES INC | 28.65K | Jun 30, 26 | +6.87K | 1.05% |
| Cornerstone Management, Inc. | 27.70K | Jun 30, 26 | -- | 1.02% |
| ADVISOR GROUP HOLDINGS, INC. | 23.50K | Jun 30, 26 | +14.87K | 0.86% |
| Burns Matteson Capital Management, LLC | 23.22K | Jun 30, 26 | -412 | 0.85% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20.14K | Jun 30, 26 | -96 | 0.74% |
| Stelac Advisory Services LLC | 16.87K | Jun 30, 26 | -- | 0.62% |
| GTS SECURITIES LLC | 14.57K | Jun 30, 26 | +14.57K | 0.54% |
| Sound Financial Strategies Group, LLC | 13.72K | Jun 30, 26 | +296 | 0.50% |
| Next Level Wealth Planning, LLC | 12.99K | Jun 30, 26 | +232 | 0.48% |
| Private Advisor Group, LLC | 10.88K | Jun 30, 26 | -1.36K | 0.40% |
| Sterling Group Wealth Management, LLC | 10.59K | Jun 30, 26 | -- | 0.39% |
| PARK AVENUE SECURITIES LLC | 10.45K | Jun 30, 26 | +2.97K | 0.38% |
| PRINCIPAL SECURITIES, INC. | 10.20K | Jun 30, 26 | +2.84K | 0.38% |
| JANE STREET GROUP, LLC | 8.57K | Jun 30, 26 | -77.73K | 0.32% |
| Atomi Financial Group, Inc. | 8.34K | Jun 30, 26 | -607 | 0.31% |
| Bright Futures Wealth Management, LLC. | 8.16K | Jun 30, 26 | +843 | 0.30% |
| Main Line Retirement Advisors, LLC | 7.64K | Jun 30, 26 | +7 | 0.28% |
| INDEPENDENT FINANCIAL GROUP, LLC | 7.18K | Jun 30, 26 | -8.54K | 0.26% |
| UBS Group AG | 7.13K | Jun 30, 26 | -2.50K | 0.26% |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 6.37K | Jun 30, 26 | -- | 0.23% |
| Sentinus, LLC | 6.08K | Jun 30, 26 | -- | 0.22% |
| WELLS FARGO & COMPANY/MN | 3.27K | Jun 30, 26 | -67 | 0.12% |
| Allworth Financial LP | 3.01K | Jun 30, 26 | -427 | 0.11% |
| HARBOUR INVESTMENTS, INC. | 3.00K | Jun 30, 26 | +1 | 0.11% |
| Aptus Capital Advisors, LLC | 2.58K | Jun 30, 26 | -- | 0.09% |
| FIFTH THIRD BANCORP | 1.63K | Jun 30, 26 | -33 | 0.06% |
| Farther Finance Advisors, LLC | 1.36K | Jun 30, 26 | +94 | 0.05% |
| Rockefeller Capital Management L.P. | 972 | Jun 30, 26 | +47 | 0.04% |
| Global Retirement Partners, LLC | 652 | Jun 30, 26 | +652 | 0.02% |
| Integrated Wealth Concepts LLC | 531 | Jun 30, 26 | +531 | 0.02% |
| FMR LLC | 513 | Jun 30, 26 | +249 | 0.02% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 379 | Jun 30, 26 | -7 | 0.01% |
| Golden State Wealth Management, LLC | 370 | Jun 30, 26 | -55 | 0.01% |
| Steward Partners Investment Advisory, LLC | 367 | Jun 30, 26 | -- | 0.01% |
| MATHER GROUP, LLC. | 295 | Jun 30, 26 | -162 | 0.01% |
| Copia Wealth Management | 272 | Jun 30, 26 | -- | 0.01% |
| FIDUCIARY FINANCIAL ADVISORS | 220 | Jun 30, 26 | +220 | 0.01% |
| ASSETMARK, INC | 167 | Jun 30, 26 | +157 | 0.01% |
| ORG Wealth Partners, LLC | 159 | Jun 30, 26 | -- | 0.01% |
| HANTZ FINANCIAL SERVICES, INC. | 130 | Jun 30, 26 | +130 | 0.00% |
| Keating Financial Advisory Services, Inc. | 111 | Jun 30, 26 | -2 | 0.00% |
| Geneos Wealth Management Inc. | 105 | Jun 30, 26 | -- | 0.00% |
| Caitlin John, LLC | 95 | Jun 30, 26 | -- | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 87 | Jun 30, 26 | -- | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 80 | Jun 30, 26 | -- | 0.00% |
| WealthShield Partners, LLC | 67 | Jun 30, 26 | +20 | 0.00% |
| PRIVATE TRUST CO NA | 46 | Jun 30, 26 | +19 | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 32 | Jun 30, 26 | +32 | 0.00% |
| Signature Equity Partners, LLC | 30 | Jun 30, 26 | -- | 0.00% |
| BROWN, LISLE/CUMMINGS, INC. | 19 | Jun 30, 26 | -21 | 0.00% |
| Cornerstone Planning Group LLC | 15 | Jun 30, 26 | -7 | 0.00% |
| 1620 INVESTMENT ADVISORS, INC. | 11 | Jun 30, 26 | -- | 0.00% |
| Park Square Financial Group, LLC | -- | Jun 30, 26 | -11 | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -827 | -- |
| US BANCORP \DE\ | -- | Jun 30, 26 | -10 | -- |
| Investors Portfolio Services LLC | -- | Jun 30, 26 | -187 | -- |
| EXCEL SECURITIES & ASSOCIATES, INC. | -- | Jun 30, 26 | -300 | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -2.69K | -- |
| AE Wealth Management LLC | -- | Jun 30, 26 | -20 | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -1.31K | -- |
| Kestra Advisory Services, LLC | -- | Jun 30, 26 | -6.60K | -- |
| SHP Wealth Management | -- | Jun 30, 26 | -115 | -- |
| CWM, LLC | 3 | Mar 31, 26 | +3 | 0.00% |
| ORG Partners LLC | 2.94K | Dec 31, 25 | -3 | 0.11% |
| COMERICA BANK | 1.66K | Dec 31, 25 | -70 | 0.06% |
| CIBC Private Wealth Group, LLC | 31 | Dec 31, 25 | +21 | 0.00% |
| NAPA WEALTH MANAGEMENT | 13.26K | Sep 30, 25 | -232 | 0.49% |
| AVANTAX ADVISORY SERVICES, INC. | 18.99K | Jun 30, 25 | -1.19K | 0.70% |
| Atria Wealth Solutions, Inc. | 13.32K | Jun 30, 25 | +1.39K | 0.49% |
| First Horizon Advisors, Inc. | 85 | Jun 30, 25 | +85 | 0.00% |
| Raymond James Financial Services Advisors, Inc. | 110.17K | Sep 30, 24 | +23.92K | 4.05% |
| RAYMOND JAMES & ASSOCIATES | -- | Sep 30, 24 | -12.86K | -- |
| JANICZEK WEALTH MANAGEMENT, LLC | 355 | Jun 30, 24 | -- | 0.01% |
| Private Ocean, LLC | -- | Jun 30, 24 | -296 | -- |
| Cetera Advisor Networks LLC | 77.43K | Mar 31, 24 | -17.08K | 2.85% |
| Cetera Advisors LLC | 20.97K | Mar 31, 24 | +13.48K | 0.77% |
| Retirement Group, LLC | 2.07K | Mar 31, 24 | -- | 0.08% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 6.62K | Sep 30, 23 | +580 | 0.24% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 11.01K | Sep 30, 22 | +1.00K | 0.40% |
| American Portfolios Advisors | 1.55K | Sep 30, 22 | +1.55K | 0.06% |
| Personal Wealth Partners | 10.91K | Mar 31, 22 | -- | 0.40% |
| Investors Financial Group, LLC | 10.90K | Dec 31, 21 | -190 | 0.40% |
| NEXT Financial Group, Inc | -- | Dec 31, 21 | -1.18K | -- |
| USCA RIA LLC | 52.67K | Jun 30, 21 | -4.21K | 1.94% |
| Advisor Group, Inc. | 63.71K | Dec 31, 19 | +10.15K | 2.34% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 5.95K | Dec 31, 19 | +2.72K | 0.22% |