| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 147.26K | Jun 30, 26 | -- | 6.12% |
| IMA Wealth, Inc. | 60.15K | Jun 30, 26 | -1.47K | 2.50% |
| Whitaker-Myers Wealth Managers, LTD. | 33.37K | Jun 30, 26 | -1.26K | 1.39% |
| JANE STREET GROUP, LLC | 20.00K | Jun 30, 26 | -21.70K | 0.83% |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | 18.52K | Jun 30, 26 | -- | 0.77% |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 15.62K | Jun 30, 26 | -- | 0.65% |
| MORGAN STANLEY | 14.14K | Jun 30, 26 | +953 | 0.59% |
| BANK OF AMERICA CORP /DE/ | 14.12K | Jun 30, 26 | +137 | 0.59% |
| Analyst IMS Investment Management Services Ltd. | 13.79K | Jun 30, 26 | +2.23K | 0.57% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12.80K | Jun 30, 26 | -701 | 0.53% |
| LPL Financial LLC | 12.03K | Jun 30, 26 | -1.97K | 0.50% |
| TD Waterhouse Canada Inc. | 10.11K | Jun 30, 26 | +2.86K | 0.42% |
| RVW Wealth, LLC | 8.57K | Jun 30, 26 | -492 | 0.36% |
| Team Hewins, LLC | 8.22K | Jun 30, 26 | -- | 0.34% |
| Ackerman Asset Management, LLC | 6.80K | Jun 30, 26 | -- | 0.28% |
| TRUIST FINANCIAL CORP | 6.42K | Jun 30, 26 | -- | 0.27% |
| SFMG, LLC | 6.28K | Jun 30, 26 | -- | 0.26% |
| Ascent Advisors, LLC | 5.91K | Jun 30, 26 | -75.95K | 0.25% |
| Pathstone Holdings, LLC | 5.89K | Jun 30, 26 | -- | 0.25% |
| RAYMOND JAMES FINANCIAL INC | 5.26K | Jun 30, 26 | +5.26K | 0.22% |
| WELLS FARGO & COMPANY/MN | 5.20K | Jun 30, 26 | +74 | 0.22% |
| JPMORGAN CHASE & CO | 5.18K | Jun 30, 26 | +3.93K | 0.22% |
| CITADEL ADVISORS LLC | 4.67K | Jun 30, 26 | +171 | 0.19% |
| WILLNER & HELLER, LLC | 4.27K | Jun 30, 26 | -- | 0.18% |
| Cetera Investment Advisers | 4.25K | Jun 30, 26 | -- | 0.18% |
| Integrated Wealth Concepts LLC | 4.01K | Jun 30, 26 | +4.01K | 0.17% |
| Phillip James Consulting Co. | 3.96K | Jun 30, 26 | +3.96K | 0.16% |
| NCM Capital Management, LLC | 3.75K | Jun 30, 26 | -- | 0.16% |
| JONES FINANCIAL COMPANIES LLLP | 3.55K | Jun 30, 26 | +372 | 0.15% |
| Perigon Wealth Management, LLC | 3.25K | Jun 30, 26 | +3.25K | 0.14% |
| PNC FINANCIAL SERVICES GROUP, INC. | 2.94K | Jun 30, 26 | +2.24K | 0.12% |
| ROYAL BANK OF CANADA | 1.99K | Jun 30, 26 | +289 | 0.08% |
| Powell Investment Advisors, LLC | 1.75K | Jun 30, 26 | -- | 0.07% |
| ADVISOR GROUP HOLDINGS, INC. | 1.66K | Jun 30, 26 | +14 | 0.07% |
| Farther Finance Advisors, LLC | 1.21K | Jun 30, 26 | -- | 0.05% |
| FIFTH THIRD BANCORP | 1.20K | Jun 30, 26 | -- | 0.05% |
| UBS Group AG | 1.03K | Jun 30, 26 | +938 | 0.04% |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 1.00K | Jun 30, 26 | -300 | 0.04% |
| GLENMEDE TRUST CO NA | 750 | Jun 30, 26 | -- | 0.03% |
| IFP Advisors, Inc | 653 | Jun 30, 26 | -- | 0.03% |
| Aptus Capital Advisors, LLC | 500 | Jun 30, 26 | +500 | 0.02% |
| FMR LLC | 272 | Jun 30, 26 | +1 | 0.01% |
| Steward Partners Investment Advisory, LLC | 203 | Jun 30, 26 | +203 | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 200 | Jun 30, 26 | -- | 0.01% |
| VIMA LLC | 180 | Jun 30, 26 | +180 | 0.01% |
| EverSource Wealth Advisors, LLC | 169 | Jun 30, 26 | -- | 0.01% |
| Ronald Blue Trust, Inc. | 150 | Jun 30, 26 | -- | 0.01% |
| Global Retirement Partners, LLC | 82 | Jun 30, 26 | +82 | 0.00% |
| VAN ECK ASSOCIATES CORP | 58 | Jun 30, 26 | -- | 0.00% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 40 | Jun 30, 26 | -- | 0.00% |
| ASSETMARK, INC | 4 | Jun 30, 26 | -- | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 1 | Jun 30, 26 | +1 | 0.00% |
| Colony Group, LLC | -- | Jun 30, 26 | -16.32K | -- |
| LexAurum Advisors, LLC | -- | Jun 30, 26 | -13.60K | -- |
| KEMPNER CAPITAL MANAGEMENT INC. | 22.50K | Dec 31, 25 | -- | 0.94% |
| Glenmede Investment Management, LP | 750 | Sep 30, 25 | -- | 0.03% |
| Edgehill Endowment Partners, LLC | 143.41K | Sep 30, 24 | -- | 5.96% |
| Syntrinsic LLC | 75.75K | Sep 30, 24 | -2.52K | 3.15% |
| Mercer Investments LLC | 29.48K | Mar 31, 24 | -29.48K | 1.23% |
| PATHSTONE FAMILY OFFICE, LLC | -- | Sep 30, 23 | -5.89K | -- |
| Advisor Group, Inc. | 3.91K | Dec 31, 19 | -925 | 0.16% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 131 | Dec 31, 19 | +79 | 0.01% |
| KLS Professional Advisors Group, LLC | -- | Jun 30, 19 | -9.70K | -- |