| Cooper Financial Group | 138.56K | Sep 30, 26 | -1.98K | 1.06% |
| SigFig Wealth Management, LLC | 16.14K | Sep 30, 26 | -250 | 0.12% |
| Venture Visionary Partners LLC | 6.50K | Sep 30, 26 | -- | 0.05% |
| PRIVATE CLIENT SERVICES, LLC | 2.73K | Sep 30, 26 | -- | 0.02% |
| Bank & Trust Co | 1.42K | Sep 30, 26 | -- | 0.01% |
| GRIMES & COMPANY, INC. | 1.52M | Jun 30, 26 | -40.95K | 11.63% |
| AMERIPRISE FINANCIAL INC | 1.34M | Jun 30, 26 | -22.99K | 10.26% |
| LPL Financial LLC | 994.62K | Jun 30, 26 | +3.79K | 7.64% |
| WELLS FARGO & COMPANY/MN | 834.42K | Jun 30, 26 | +3.78K | 6.41% |
| Sanchez Wealth Management Group | 519.37K | Jun 30, 26 | +15.42K | 3.99% |
| RAYMOND JAMES FINANCIAL INC | 499.79K | Jun 30, 26 | +12.51K | 3.84% |
| COMMONWEALTH EQUITY SERVICES, LLC | 479.58K | Jun 30, 26 | +11.13K | 3.68% |
| MORGAN STANLEY | 422.59K | Jun 30, 26 | -260 | 3.24% |
| ENVESTNET ASSET MANAGEMENT INC | 341.69K | Jun 30, 26 | -3.08K | 2.62% |
| Kestra Advisory Services, LLC | 297.06K | Jun 30, 26 | -2.92K | 2.28% |
| BANK OF AMERICA CORP /DE/ | 281.65K | Jun 30, 26 | -245 | 2.16% |
| Cetera Investment Advisers | 250.75K | Jun 30, 26 | -4.35K | 1.93% |
| JONES FINANCIAL COMPANIES LLLP | 206.70K | Jun 30, 26 | +16.21K | 1.59% |
| Simplicity Wealth,LLC | 195.14K | Jun 30, 26 | +26.73K | 1.50% |
| IAM Advisory, LLC | 160.63K | Jun 30, 26 | -897 | 1.23% |
| Mount Yale Investment Advisors, LLC | 157.81K | Jun 30, 26 | -7.03K | 1.21% |
| Vestmark Advisory Solutions, Inc. | 157.75K | Jun 30, 26 | -7.02K | 1.21% |
| ERn Financial, LLC | 135.56K | Jun 30, 26 | +2.63K | 1.04% |
| UBS Group AG | 92.41K | Jun 30, 26 | -2.09K | 0.71% |
| PMG Wealth Management, Inc. | 83.68K | Jun 30, 26 | +5.60K | 0.64% |
| CoreCap Advisors, LLC | 65.44K | Jun 30, 26 | +3.60K | 0.50% |
| Schneider Downs Wealth Management Advisors, LP | 64.64K | Jun 30, 26 | -1.23K | 0.50% |
| HighTower Advisors, LLC | 64.12K | Jun 30, 26 | +1.70K | 0.49% |
| Capital Investment Advisory Services, LLC | 63.30K | Jun 30, 26 | +206 | 0.49% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 62.77K | Jun 30, 26 | -672 | 0.48% |
| PARSONS CAPITAL MANAGEMENT INC/RI | 44.36K | Jun 30, 26 | -965 | 0.34% |
| Private Advisor Group, LLC | 43.10K | Jun 30, 26 | +2.14K | 0.33% |
| MERCER GLOBAL ADVISORS INC /ADV | 38.98K | Jun 30, 26 | -2.08K | 0.30% |
| FCA CORP /TX | 37.45K | Jun 30, 26 | +1.32K | 0.29% |
| Rockefeller Capital Management L.P. | 37.19K | Jun 30, 26 | +3.96K | 0.29% |
| ADVISOR GROUP HOLDINGS, INC. | 26.83K | Jun 30, 26 | +2.79K | 0.21% |
| Sanctuary Advisors, LLC | 23.84K | Jun 30, 26 | -98 | 0.18% |
| Rossmore Private Capital | 21.55K | Jun 30, 26 | -500 | 0.17% |
| GOLDMAN SACHS GROUP INC | 20.71K | Jun 30, 26 | +20.71K | 0.16% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 20.46K | Jun 30, 26 | -- | 0.16% |
| Foundry Financial Group, Inc. | 17.41K | Jun 30, 26 | -1.81K | 0.13% |
| JPMORGAN CHASE & CO | 15.77K | Jun 30, 26 | +2.12K | 0.12% |
| OPPENHEIMER & CO INC | 15.35K | Jun 30, 26 | -72 | 0.12% |
| Envestnet Portfolio Solutions, Inc. | 14.52K | Jun 30, 26 | +2.13K | 0.11% |
| Goodman Advisory Group, LLC | 14.30K | Jun 30, 26 | -988 | 0.11% |
| Equitable Holdings, Inc. | 13.63K | Jun 30, 26 | -242 | 0.10% |
| Advisory Solutions Group, LLC | 11.92K | Jun 30, 26 | +11.92K | 0.09% |
| Amplius Wealth Advisors, LLC | 11.75K | Jun 30, 26 | -- | 0.09% |
| Arkadios Wealth Advisors | 10.31K | Jun 30, 26 | -159 | 0.08% |
| CHILTON CAPITAL MANAGEMENT LLC | 10.30K | Jun 30, 26 | -631 | 0.08% |
| Perennial Investment Advisors, LLC | 9.93K | Jun 30, 26 | -328 | 0.08% |
| Mariner, LLC | 9.56K | Jun 30, 26 | +659 | 0.07% |
| Beacon Pointe Advisors, LLC | 9.15K | Jun 30, 26 | +9.15K | 0.07% |
| NewEdge Advisors, LLC | 8.46K | Jun 30, 26 | +114 | 0.06% |
| COLUMBIA ADVISORY PARTNERS LLC | 7.95K | Jun 30, 26 | +21 | 0.06% |
| ROYAL BANK OF CANADA | 6.84K | Jun 30, 26 | +362 | 0.05% |
| Avant Capital LLC | 6.53K | Jun 30, 26 | +15 | 0.05% |
| Brinker Capital Investments, LLC | 6.28K | Jun 30, 26 | -- | 0.05% |
| Sageworth Trust Co of South Dakota | 6.15K | Jun 30, 26 | -- | 0.05% |
| James J. Burns & Company, LLC | 6.04K | Jun 30, 26 | -- | 0.05% |
| Ebert Capital Management Inc. | 6.00K | Jun 30, 26 | -- | 0.05% |
| Beirne Wealth Consulting Services, LLC | 5.34K | Jun 30, 26 | -484 | 0.04% |
| Kraft, Davis & Associates, LLC | 5.20K | Jun 30, 26 | -- | 0.04% |
| VestGen Advisors, LLC | 5.04K | Jun 30, 26 | -4.77K | 0.04% |
| IHT Wealth Management, LLC | 4.53K | Jun 30, 26 | +360 | 0.03% |
| Capital Advisors, Ltd. LLC | 4.48K | Jun 30, 26 | -- | 0.03% |
| THRIVENT FINANCIAL FOR LUTHERANS | 4.46K | Jun 30, 26 | -- | 0.03% |
| HARBOUR INVESTMENTS, INC. | 4.45K | Jun 30, 26 | +6 | 0.03% |
| Trust Point Inc. | 4.19K | Jun 30, 26 | -- | 0.03% |
| Farther Finance Advisors, LLC | 4.07K | Jun 30, 26 | -198 | 0.03% |
| OneAscent Wealth Management LLC | 3.99K | Jun 30, 26 | -- | 0.03% |
| PARK AVENUE SECURITIES LLC | 3.96K | Jun 30, 26 | -255 | 0.03% |
| Cambridge Investment Research Advisors, Inc. | 3.75K | Jun 30, 26 | -975 | 0.03% |
| FMR LLC | 3.52K | Jun 30, 26 | -16 | 0.03% |
| Arlington Financial Advisors, LLC | 3.41K | Jun 30, 26 | +140 | 0.03% |
| STIFEL FINANCIAL CORP | 3.41K | Jun 30, 26 | -- | 0.03% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 3.20K | Jun 30, 26 | -269 | 0.02% |
| OneAscent Family Office, LLC | 3.13K | Jun 30, 26 | -- | 0.02% |
| INDEPENDENT FINANCIAL GROUP, LLC | 3.02K | Jun 30, 26 | +3.02K | 0.02% |
| HILL ISLAND FINANCIAL LLC | 2.89K | Jun 30, 26 | -373 | 0.02% |
| Gilbert & Cook, Inc. | 2.82K | Jun 30, 26 | -- | 0.02% |
| PRIVATE TRUST CO NA | 2.64K | Jun 30, 26 | -- | 0.02% |
| Segment Wealth Management, LLC | 2.63K | Jun 30, 26 | -- | 0.02% |
| Prosperity Financial Group, Inc. | 2.57K | Jun 30, 26 | +2.57K | 0.02% |
| J.W. COLE ADVISORS, INC. | 2.51K | Jun 30, 26 | +2.51K | 0.02% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.41K | Jun 30, 26 | +2.41K | 0.02% |
| Godfrey Financial Associates, Inc. | 1.82K | Jun 30, 26 | -30 | 0.01% |
| ASSETMARK, INC | 1.67K | Jun 30, 26 | +268 | 0.01% |
| Bank & Trust Co | 1.42K | Jun 30, 26 | -- | 0.01% |
| BANK OF MONTREAL /CAN/ | 1.33K | Jun 30, 26 | +1.33K | 0.01% |
| Aptus Capital Advisors, LLC | 1.24K | Jun 30, 26 | +1.24K | 0.01% |
| Smartleaf Asset Management LLC | 1.03K | Jun 30, 26 | -- | 0.01% |
| TRUST CO OF VERMONT | 777 | Jun 30, 26 | +777 | 0.01% |
| IFP Advisors, Inc | 729 | Jun 30, 26 | +85 | 0.01% |
| BLAIR WILLIAM & CO/IL | 650 | Jun 30, 26 | -- | 0.00% |
| BELLEVUE ASSET MANAGEMENT, LLC | 593 | Jun 30, 26 | -- | 0.00% |
| Tidemark, LLC | 588 | Jun 30, 26 | +2 | 0.00% |
| US BANCORP \DE\ | 505 | Jun 30, 26 | +505 | 0.00% |
| REAP Financial Group, LLC | 449 | Jun 30, 26 | +2 | 0.00% |
| PITTENGER & ANDERSON INC | 403 | Jun 30, 26 | -175 | 0.00% |
| SIMS INVESTMENT MANAGEMENT, LLC | 365 | Jun 30, 26 | +365 | 0.00% |
| AE Wealth Management LLC | 334 | Jun 30, 26 | -- | 0.00% |
| SHP Wealth Management | 294 | Jun 30, 26 | -- | 0.00% |
| Integrated Wealth Concepts LLC | 188 | Jun 30, 26 | +188 | 0.00% |
| ARMSTRONG ADVISORY GROUP, INC | 161 | Jun 30, 26 | -- | 0.00% |
| Independence Bank of Kentucky | 100 | Jun 30, 26 | -- | 0.00% |
| VANGUARD ADVISERS INC | 96 | Jun 30, 26 | -- | 0.00% |
| Dunhill Financial, LLC | 79 | Jun 30, 26 | -- | 0.00% |
| Global Retirement Partners, LLC | 75 | Jun 30, 26 | +75 | 0.00% |
| Medallion Wealth Advisors, LLC | 69 | Jun 30, 26 | -450 | 0.00% |
| Kingsview Wealth Management, LLC | -- | Jun 30, 26 | -95.34K | -- |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | -- | Jun 30, 26 | -6.16K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -189 | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -2.15K | -- |
| Well Done, LLC | -- | Jun 30, 26 | -2.80K | -- |
| Elevation Capital Advisory, LLC | -- | Jun 30, 26 | -16.95K | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -4.67K | -- |
| WIN ADVISORS, INC | -- | Jun 30, 26 | -26.77K | -- |
| Westside Investment Management, Inc. | -- | Jun 30, 26 | -104 | -- |
| JOURNEY STRATEGIC WEALTH LLC | 23.45K | Mar 31, 26 | -1.54K | 0.18% |
| CWM, LLC | 13.00K | Mar 31, 26 | +355 | 0.10% |
| Sunbelt Securities, Inc. | 10 | Mar 31, 26 | +10 | 0.00% |
| ORG Partners LLC | 4.91K | Dec 31, 25 | -2.58K | 0.04% |
| Moloney Securities Asset Management, LLC | 21.02K | Sep 30, 25 | -933 | 0.16% |
| AVANTAX ADVISORY SERVICES, INC. | 208.62K | Jun 30, 25 | -9.04K | 1.60% |
| Tyler-Stone Wealth Management | 12.72K | Jun 30, 25 | +21 | 0.10% |
| Congress Wealth Management LLC / DE / | -- | Jun 30, 25 | -6.86K | -- |
| Orion Portfolio Solutions, LLC | 7.61K | Mar 31, 25 | -95 | 0.06% |
| Fernwood Investment Management, LLC | -- | Dec 31, 24 | -5.65K | -- |
| Raymond James Financial Services Advisors, Inc. | 38.08K | Sep 30, 24 | -2.31K | 0.29% |
| TNF LLC | 17.87K | Sep 30, 24 | +1.45K | 0.14% |
| RAYMOND JAMES & ASSOCIATES | 10.52K | Sep 30, 24 | -62 | 0.08% |
| Aspire Wealth Management Corp | 6.93K | Sep 30, 24 | -1 | 0.05% |
| RAYMOND JAMES TRUST N.A. | 6.92K | Sep 30, 24 | -93 | 0.05% |
| EMFO, LLC | 1.65K | Jun 30, 24 | -- | 0.01% |
| Cetera Advisor Networks LLC | 5.95K | Mar 31, 24 | +523 | 0.05% |
| Ten Capital Wealth Advisors, LLC | -- | Jun 30, 23 | -959 | -- |
| Ford Financial Group, LLC | -- | Mar 31, 23 | -30.11K | -- |
| WIPFLI FINANCIAL ADVISORS LLC, | 1.33K | Sep 30, 22 | +1.33K | 0.01% |
| American Portfolios Advisors | 189 | Sep 30, 22 | -- | 0.00% |
| Freedman Financial Associates, Inc. | 217 | Mar 31, 22 | -- | 0.00% |
| Carroll Financial Associates, Inc. | -- | Dec 31, 21 | -42.29K | -- |
| Advisor Group, Inc. | 26.67K | Dec 31, 19 | +20.75K | 0.20% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 6.82K | Dec 31, 19 | +684 | 0.05% |
| Julex Capital Management, LLC | 207 | Sep 30, 19 | +158 | 0.00% |
| Palo Capital, Inc. | 55.83K | Dec 31, 18 | -1.10K | 0.43% |
| IFC Holdings Incorporated/FL | 17.05K | Dec 31, 17 | +7.28K | 0.13% |
| Commonwealth Equity Services, Inc | 98.37K | Jun 30, 17 | +41.49K | 0.76% |