| Rock Creek Group LLC | 1.07M | Sep 30, 26 | -41.89K | 9.53% |
| Turim 21 Investimentos Ltda. | 944.93K | Sep 30, 26 | +468.02K | 8.40% |
| RiverFront Investment Group, LLC | 867.52K | Sep 30, 26 | +106.45K | 7.71% |
| CIBC Bancorp USA Inc. | 266.79K | Sep 30, 26 | -28.59K | 2.37% |
| RAYMOND JAMES FINANCIAL INC | 261.24K | Sep 30, 26 | +6.68K | 2.32% |
| LPL Financial LLC | 190.30K | Sep 30, 26 | +19.01K | 1.69% |
| Checchi Capital Advisers, LLC | 178.99K | Sep 30, 26 | -2.60K | 1.59% |
| MORGAN STANLEY | 168.09K | Sep 30, 26 | +12.36K | 1.49% |
| COMPASS FINANCIAL MANAGEMENT LLC | 140.74K | Sep 30, 26 | +140.74K | 1.25% |
| Plum Street Advisors, LLC | 108.94K | Sep 30, 26 | +4.00K | 0.97% |
| UBS Group AG | 89.24K | Sep 30, 26 | -6.59K | 0.79% |
| Janney Montgomery Scott LLC | 82.87K | Sep 30, 26 | +2.28K | 0.74% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 70.77K | Sep 30, 26 | +52.00K | 0.63% |
| Octavia Wealth Advisors, LLC | 68.52K | Sep 30, 26 | +3.62K | 0.61% |
| MAYPORT, LLC | 59.89K | Sep 30, 26 | -- | 0.53% |
| JPMORGAN CHASE & CO | 58.97K | Sep 30, 26 | +9.11K | 0.52% |
| Outlook Wealth Advisors, LLC | 58.05K | Sep 30, 26 | +1.95K | 0.52% |
| New Capital Management LP | 51.42K | Sep 30, 26 | +609 | 0.46% |
| Bulltick Wealth Management, LLC | 50.70K | Sep 30, 26 | -799 | 0.45% |
| Advisory Services Network, LLC | 44.44K | Sep 30, 26 | +1.05K | 0.39% |
| ALTERNA WEALTH MANAGEMENT, INC | 40.66K | Sep 30, 26 | +5.98K | 0.36% |
| Fonville Wealth Management LLC | 40.21K | Sep 30, 26 | -744 | 0.36% |
| Wealthspire Advisors, LLC | 39.48K | Sep 30, 26 | +4.85K | 0.35% |
| AE Wealth Management LLC | 36.03K | Sep 30, 26 | +2.68K | 0.32% |
| LEUTHOLD GROUP, LLC | 30.69K | Sep 30, 26 | -313 | 0.27% |
| STIFEL FINANCIAL CORP | 28.03K | Sep 30, 26 | -393 | 0.25% |
| HighTower Advisors, LLC | 26.71K | Sep 30, 26 | +1.32K | 0.24% |
| TRUIST FINANCIAL CORP | 24.58K | Sep 30, 26 | +8.10K | 0.22% |
| COMMONWEALTH EQUITY SERVICES, LLC | 23.43K | Sep 30, 26 | -9.19K | 0.21% |
| Focus Partners Wealth | 21.96K | Sep 30, 26 | +1.83K | 0.20% |
| CARY STREET PARTNERS FINANCIAL LLC | 21.18K | Sep 30, 26 | -240 | 0.19% |
| VERITY Wealth Advisors | 20.85K | Sep 30, 26 | +7.74K | 0.19% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 19.75K | Sep 30, 26 | +19.75K | 0.18% |
| JANE STREET GROUP, LLC | 18.01K | Sep 30, 26 | +18.01K | 0.16% |
| JONES FINANCIAL COMPANIES LLLP | 17.09K | Sep 30, 26 | +4.72K | 0.15% |
| McCartney Wealth Management LLC | 16.78K | Sep 30, 26 | +88 | 0.15% |
| Cerity Partners LLC | 12.50K | Sep 30, 26 | +4.35K | 0.11% |
| COMPOSITION WEALTH, LLC | 11.57K | Sep 30, 26 | +999 | 0.10% |
| EVERETT HARRIS & CO /CA/ | 9.92K | Sep 30, 26 | -- | 0.09% |
| Creative Planning | 9.68K | Sep 30, 26 | -2.15K | 0.09% |
| Evanson Financial, LLC | 9.54K | Sep 30, 26 | -- | 0.08% |
| Vise Technologies, Inc. | 8.93K | Sep 30, 26 | -3.28K | 0.08% |
| McLean Asset Management Corp | 8.64K | Sep 30, 26 | -- | 0.08% |
| Brand Asset Management Group, Inc. | 8.38K | Sep 30, 26 | -195 | 0.07% |
| Cetera Investment Advisers | 8.15K | Sep 30, 26 | -95 | 0.07% |
| Old Peak Finance LLC | 7.83K | Sep 30, 26 | -- | 0.07% |
| SwitchPoint Financial Planning, LLC | 7.79K | Sep 30, 26 | -- | 0.07% |
| OSAIC HOLDINGS, INC. | 7.61K | Sep 30, 26 | -8.28K | 0.07% |
| Bell Investment Advisors, Inc | 7.35K | Sep 30, 26 | +7.35K | 0.07% |
| MONOGRAPH WEALTH ADVISORS, LLC | 6.55K | Sep 30, 26 | -- | 0.06% |
| CAPTRUST FINANCIAL ADVISORS | 5.55K | Sep 30, 26 | -- | 0.05% |
| Permanent Capital Management, LP | 4.38K | Sep 30, 26 | -- | 0.04% |
| HTG Investment Advisors, Inc. | 4.32K | Sep 30, 26 | +659 | 0.04% |
| Savant Capital, LLC | 4.25K | Sep 30, 26 | -- | 0.04% |
| FIFTH THIRD BANCORP | 4.06K | Sep 30, 26 | -293 | 0.04% |
| Mutual Advisors, LLC | 3.70K | Sep 30, 26 | -380 | 0.03% |
| MAI Capital Management | 3.36K | Sep 30, 26 | -- | 0.03% |
| Greenspring Advisors, LLC | 3.34K | Sep 30, 26 | -- | 0.03% |
| OPPENHEIMER & CO INC | 3.30K | Sep 30, 26 | -17 | 0.03% |
| Wood Tarver Financial Group, LLC | 3.25K | Sep 30, 26 | +3.25K | 0.03% |
| Pathstone Holdings, LLC | 2.98K | Sep 30, 26 | -- | 0.03% |
| Walkner Condon Financial Advisors LLC | 2.96K | Sep 30, 26 | +2.96K | 0.03% |
| BancFirst Trust & Investment Management | 2.80K | Sep 30, 26 | -- | 0.02% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.04K | Sep 30, 26 | +1.26K | 0.02% |
| Arax Advisory Partners | 1.79K | Sep 30, 26 | +1.79K | 0.02% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1.42K | Sep 30, 26 | +93 | 0.01% |
| Rockefeller Capital Management L.P. | 1.38K | Sep 30, 26 | -- | 0.01% |
| Addison Advisors LLC | 1.19K | Sep 30, 26 | +10 | 0.01% |
| Allworth Financial LP | 990 | Sep 30, 26 | -- | 0.01% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 765 | Sep 30, 26 | +765 | 0.01% |
| TFC Financial Management, Inc. | 727 | Sep 30, 26 | -- | 0.01% |
| TD PRIVATE CLIENT WEALTH LLC | 650 | Sep 30, 26 | -- | 0.01% |
| Godfrey Financial Associates, Inc. | 500 | Sep 30, 26 | -- | 0.00% |
| BANK OF MONTREAL /CAN/ | 425 | Sep 30, 26 | -- | 0.00% |
| Quent Capital, LLC | 335 | Sep 30, 26 | +36 | 0.00% |
| US BANCORP \DE\ | 257 | Sep 30, 26 | +257 | 0.00% |
| Golden State Wealth Management, LLC | 96 | Sep 30, 26 | -- | 0.00% |
| Spire Wealth Management | 73 | Sep 30, 26 | -- | 0.00% |
| Kingdom Financial Group LLC. | 16 | Sep 30, 26 | +16 | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 16 | Sep 30, 26 | +16 | 0.00% |
| Nuveen, LLC | 16 | Sep 30, 26 | +16 | 0.00% |
| Cambridge Investment Research Advisors, Inc. | -- | Sep 30, 26 | -7.37K | -- |
| RWA WEALTH PARTNERS, LLC | -- | Sep 30, 26 | -4.47K | -- |
| KEYBANK NATIONAL ASSOCIATION/OH | -- | Sep 30, 26 | -3.72K | -- |
| Alpine Bank Wealth Management | -- | Sep 30, 26 | -436.41K | -- |
| Highland Investment Advisors LLC | -- | Sep 30, 26 | -106 | -- |
| PNC FINANCIAL SERVICES GROUP, INC. | -- | Sep 30, 26 | -14 | -- |
| Focus Advisor Solutions, LLC | -- | Sep 30, 26 | -20.50K | -- |
| Sowell Financial Services LLC | -- | Sep 30, 26 | -2.76K | -- |
| WISCONSIN CAPITAL MANAGEMENT LLC | -- | Sep 30, 26 | -3.15K | -- |
| HRT FINANCIAL LP | -- | Sep 30, 26 | -9.95K | -- |
| RiverFront Investment Group, LLC | 761.07K | Jun 30, 26 | +761.07K | 6.76% |
| ENVESTNET ASSET MANAGEMENT INC | 754.54K | Jun 30, 26 | +754.54K | 6.71% |
| NewEdge Wealth, LLC | 722.41K | Jun 30, 26 | -228.57K | 6.42% |
| Turim 21 Investimentos Ltda. | 476.91K | Jun 30, 26 | +15.94K | 4.24% |
| ROYAL BANK OF CANADA | 344.62K | Jun 30, 26 | -16.01K | 3.06% |
| Summit Trail Advisors, LLC | 265.63K | Jun 30, 26 | -733.75K | 2.36% |
| RAYMOND JAMES FINANCIAL INC | 254.55K | Jun 30, 26 | +246.70K | 2.26% |
| MERCER GLOBAL ADVISORS INC /ADV | 235.52K | Jun 30, 26 | +117.47K | 2.09% |
| Cascade Financial Partners, LLC | 227.21K | Jun 30, 26 | +26.68K | 2.02% |
| MORGAN STANLEY | 155.72K | Jun 30, 26 | -119.17K | 1.38% |
| Beacon Pointe Advisors, LLC | 100.17K | Jun 30, 26 | -13.04K | 0.89% |
| Proficio Capital Partners LLC | 88.06K | Jun 30, 26 | +15.38K | 0.78% |
| BANK OF AMERICA CORP /DE/ | 76.85K | Jun 30, 26 | +5.39K | 0.68% |
| Cresset Asset Management, LLC | 66.34K | Jun 30, 26 | -- | 0.59% |
| Octavia Wealth Advisors, LLC | 64.90K | Jun 30, 26 | +2.35K | 0.58% |
| MAYPORT, LLC | 59.89K | Jun 30, 26 | -- | 0.53% |
| Bulltick Wealth Management, LLC | 51.50K | Jun 30, 26 | -59 | 0.46% |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 50.66K | Jun 30, 26 | +6.84K | 0.45% |
| JPMORGAN CHASE & CO | 49.87K | Jun 30, 26 | +49.87K | 0.44% |
| Gotham Asset Management, LLC | 49.76K | Jun 30, 26 | +49.76K | 0.44% |
| Advisory Services Network, LLC | 43.39K | Jun 30, 26 | +5.62K | 0.39% |
| Wealthspire Advisors, LLC | 34.62K | Jun 30, 26 | -1.85K | 0.31% |
| AE Wealth Management LLC | 33.35K | Jun 30, 26 | +4.50K | 0.30% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 28.59K | Jun 30, 26 | -31.68K | 0.25% |
| McCartney Wealth Management LLC | 16.70K | Jun 30, 26 | +226 | 0.15% |
| OSAIC HOLDINGS, INC. | 15.88K | Jun 30, 26 | +228 | 0.14% |
| WELLS FARGO & COMPANY/MN | 14.03K | Jun 30, 26 | +5.61K | 0.12% |
| Laird Norton Wetherby Trust Company, LLC | 13.30K | Jun 30, 26 | -- | 0.12% |
| VERITY Wealth Advisors | 13.11K | Jun 30, 26 | +2.92K | 0.12% |
| Brand Asset Management Group, Inc. | 8.57K | Jun 30, 26 | -202 | 0.08% |
| DF DENT & CO INC | 8.40K | Jun 30, 26 | -- | 0.07% |
| Cetera Investment Advisers | 8.25K | Jun 30, 26 | +2.59K | 0.07% |
| Cerity Partners LLC | 8.15K | Jun 30, 26 | -24.89K | 0.07% |
| &PARTNERS | 6.29K | Jun 30, 26 | +6.29K | 0.06% |
| GOLDMAN SACHS GROUP INC | 6.20K | Jun 30, 26 | -8.02K | 0.06% |
| Permanent Capital Management, LP | 4.38K | Jun 30, 26 | -1.37K | 0.04% |
| Resurgent Financial Advisors LLC | 4.19K | Jun 30, 26 | -- | 0.04% |
| Destination Wealth Management | 3.84K | Jun 30, 26 | +3.84K | 0.03% |
| TWO SIGMA SECURITIES, LLC | 3.77K | Jun 30, 26 | -3.28K | 0.03% |
| MAI Capital Management | 3.36K | Jun 30, 26 | +1.40K | 0.03% |
| IMA Advisory Services, Inc. | 3.20K | Jun 30, 26 | -- | 0.03% |
| AQR CAPITAL MANAGEMENT LLC | 3.01K | Jun 30, 26 | -- | 0.03% |
| Pathstone Holdings, LLC | 2.98K | Jun 30, 26 | -- | 0.03% |
| Rockefeller Capital Management L.P. | 1.38K | Jun 30, 26 | -- | 0.01% |
| NATIONAL BANK OF CANADA /FI/ | 1.12K | Jun 30, 26 | -- | 0.01% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 915 | Jun 30, 26 | -- | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 780 | Jun 30, 26 | -161 | 0.01% |
| KERR FINANCIAL PLANNING Corp | 450 | Jun 30, 26 | -- | 0.00% |
| Integrated Wealth Concepts LLC | 260 | Jun 30, 26 | +260 | 0.00% |
| Sharp Wealth Advisory, LLC | -- | Jun 30, 26 | -4.80K | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -15.82K | -- |
| Red Tortoise LLC | 13.66K | Mar 31, 26 | -- | 0.12% |
| Evanson Asset Management, LLC | 9.54K | Mar 31, 26 | +9.54K | 0.08% |
| CWM, LLC | -- | Mar 31, 26 | -40 | -- |
| CIBC Private Wealth Group LLC | 127.13K | Dec 31, 25 | +50.90K | 1.13% |
| Heritage Financial Services, LLC | 4.25K | Dec 31, 25 | -- | 0.04% |
| COMERICA BANK | 742 | Dec 31, 25 | -- | 0.01% |
| Wealthstream Advisors, Inc. | 3.34K | Sep 30, 25 | -- | 0.03% |
| Family Firm, Inc. | 17.13K | Jun 30, 25 | -14 | 0.15% |
| Capital A Wealth Management, LLC | 151 | Jun 30, 25 | +151 | 0.00% |
| Merriman Wealth Management, LLC | 6.52K | Dec 31, 24 | +6.52K | 0.06% |
| Lehman & Derafelo Financial Resources LLC | -- | Dec 31, 22 | -54 | -- |
| Karp Capital Management Corp | 25.42K | Sep 30, 22 | -33.00K | 0.23% |
| American Portfolios Advisors | 175 | Sep 30, 22 | +175 | 0.00% |
| Maxim Capital Management LLC | -- | Jun 30, 20 | -3.58K | -- |
| Advisor Group, Inc. | 450 | Dec 31, 19 | -- | 0.00% |
| HL FINANCIAL SERVICES LLC | 9.92K | Mar 31, 19 | +960 | 0.09% |
| WealthShield, LLC | 4.83K | Dec 31, 17 | +4.83K | 0.04% |
| Virtu KCG Holdings LLC | 28.54K | Jun 30, 17 | +28.54K | 0.25% |
| CAPSTONE ASSET MANAGEMENT CO | 8.00K | Jun 30, 17 | -- | 0.07% |
| Commonwealth Equity Services, Inc | 2.47K | Jun 30, 17 | +2.47K | 0.02% |
| WFG Advisors, LP | 12 | Jun 30, 17 | -- | 0.00% |
| MSI Financial Services Inc | 824 | Dec 31, 16 | -71 | 0.01% |
| KANALY TRUST CO | -- | Dec 31, 16 | -19.38K | -- |
| Gerstein Fisher | 38.91K | Sep 30, 16 | -604 | 0.35% |
| Aris Wealth Services, Inc. | 360 | Sep 30, 15 | -- | 0.00% |
| MANAGED ACCOUNT ADVISORS LLC | 128 | Jun 30, 15 | +128 | 0.00% |
| NEW ENGLAND SECURITIES CORP /MA/ | 70 | Dec 31, 14 | -- | 0.00% |
| UBS AG | 8.85K | Sep 30, 14 | -7.60K | 0.08% |
| Long Wharf Investors, Inc. | 4.51K | Jun 30, 14 | -- | 0.04% |
| Jane Street Holding, LLC | 10.99K | Dec 31, 13 | -3.41K | 0.10% |
| KNIGHT CAPITAL GROUP LLC | 54.66K | Jun 30, 13 | +38.49K | 0.49% |
| First Allied Securities, Inc. | 40 | Jun 30, 12 | -625 | 0.00% |
