| Legacy Private Trust Co. | 90.44K | Sep 30, 26 | +118 | 0.24% |
| Planning Strategies Inc. | 40.49K | Sep 30, 26 | +1.04K | 0.11% |
| Capital Advisors Wealth Management, LLC | 20.81K | Sep 30, 26 | +951 | 0.05% |
| ROCKLAND TRUST CO | 14.59K | Sep 30, 26 | +3.77K | 0.04% |
| AVAII WEALTH MANAGEMENT, LLC | 6.87K | Sep 30, 26 | -- | 0.02% |
| Breakwater Capital Group | 5.29K | Sep 30, 26 | +1.16K | 0.01% |
| RIVERSEDGE ADVISORS, LLC | 2.92K | Sep 30, 26 | -- | 0.01% |
| Farther Finance Advisors, LLC | 323 | Sep 30, 26 | +137 | 0.00% |
| CoreCap Advisors, LLC | 47 | Sep 30, 26 | +22 | 0.00% |
| JPMORGAN CHASE & CO | 9.78M | Jun 30, 26 | -737.31K | 25.84% |
| FMR LLC | 3.09M | Jun 30, 26 | +682.79K | 8.16% |
| LPL Financial LLC | 2.26M | Jun 30, 26 | +128.74K | 5.97% |
| Crestwood Advisors Group LLC | 1.02M | Jun 30, 26 | +20.26K | 2.70% |
| Cetera Investment Advisers | 702.32K | Jun 30, 26 | +21.57K | 1.86% |
| Syntegra Private Wealth Group, LLC | 633.09K | Jun 30, 26 | +16.01K | 1.67% |
| JONES FINANCIAL COMPANIES LLLP | 618.48K | Jun 30, 26 | +159.06K | 1.63% |
| Bank of New York Mellon Corp | 580.19K | Jun 30, 26 | +17.40K | 1.53% |
| GREAT VALLEY ADVISOR GROUP, INC. | 571.58K | Jun 30, 26 | +16.50K | 1.51% |
| ADVISOR GROUP HOLDINGS, INC. | 463.39K | Jun 30, 26 | +47.31K | 1.22% |
| RAYMOND JAMES FINANCIAL INC | 455.64K | Jun 30, 26 | +56.03K | 1.20% |
| Wagner Wealth Management, LLC | 440.07K | Jun 30, 26 | +8.64K | 1.16% |
| Meridian Financial Partners LLC | 347.62K | Jun 30, 26 | +9.68K | 0.92% |
| CGC Financial Services, LLC | 324.19K | Jun 30, 26 | -15.35K | 0.86% |
| VERUS CAPITAL PARTNERS, LLC | 278.67K | Jun 30, 26 | +6.08K | 0.74% |
| Advisory Resource Group | 258.94K | Jun 30, 26 | +536 | 0.68% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 231.43K | Jun 30, 26 | -26.15K | 0.61% |
| Retirement Management Systems Inc. | 228.40K | Jun 30, 26 | +13.16K | 0.60% |
| WealthPlan Investment Management, LLC | 224.41K | Jun 30, 26 | +27.35K | 0.59% |
| B & T Capital Management DBA Alpha Capital Management | 209.51K | Jun 30, 26 | -193 | 0.55% |
| COMMONWEALTH EQUITY SERVICES, LLC | 191.94K | Jun 30, 26 | +16.96K | 0.51% |
| ROYAL BANK OF CANADA | 190.28K | Jun 30, 26 | +6.05K | 0.50% |
| Bond & Devick Financial Network, Inc. | 182.75K | Jun 30, 26 | +7.32K | 0.48% |
| Kestra Advisory Services, LLC | 156.36K | Jun 30, 26 | +54.78K | 0.41% |
| ENVESTNET ASSET MANAGEMENT INC | 143.63K | Jun 30, 26 | +4.15K | 0.38% |
| Macco Financial Group, Inc. | 138.96K | Jun 30, 26 | +32.10K | 0.37% |
| Tradition Wealth Management, LLC | 134.66K | Jun 30, 26 | +6.68K | 0.36% |
| STIFEL FINANCIAL CORP | 124.97K | Jun 30, 26 | +19.21K | 0.33% |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 124.44K | Jun 30, 26 | +67.68K | 0.33% |
| Private Advisor Group, LLC | 123.06K | Jun 30, 26 | +15.57K | 0.33% |
| Scarborough Advisors, LLC | 121.72K | Jun 30, 26 | +21.70K | 0.32% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 117.48K | Jun 30, 26 | +18.68K | 0.31% |
| MML INVESTORS SERVICES, LLC | 117.25K | Jun 30, 26 | +25.59K | 0.31% |
| Integrated Wealth Concepts LLC | 110.14K | Jun 30, 26 | +110.14K | 0.29% |
| Concurrent Investment Advisors, LLC | 103.47K | Jun 30, 26 | +10.47K | 0.27% |
| Commonwealth Financial Services, LLC | 95.36K | Jun 30, 26 | +95.36K | 0.25% |
| Stewardship Advisors, LLC | 89.80K | Jun 30, 26 | +439 | 0.24% |
| Lakeridge Wealth Management LLC | 82.41K | Jun 30, 26 | +720 | 0.22% |
| Modern Wealth Management, LLC | 81.03K | Jun 30, 26 | +22.79K | 0.21% |
| EXCEL SECURITIES & ASSOCIATES, INC. | 78.88K | Jun 30, 26 | +25.00K | 0.21% |
| Platform Technology Partners | 78.19K | Jun 30, 26 | +23.48K | 0.21% |
| Plan Group Financial, LLC | 77.38K | Jun 30, 26 | +16.55K | 0.20% |
| Kingsview Wealth Management, LLC | 72.79K | Jun 30, 26 | +25.60K | 0.19% |
| Allegheny Financial Group LTD | 72.42K | Jun 30, 26 | +25.07K | 0.19% |
| NATIXIS ADVISORS, L.P. | 64.59K | Jun 30, 26 | +38.72K | 0.17% |
| Destiny Wealth Partners, LLC | 62.83K | Jun 30, 26 | -3.26K | 0.17% |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 56.70K | Jun 30, 26 | -29.55K | 0.15% |
| Atlas Legacy Advisors, LLC | 54.69K | Jun 30, 26 | +1.80K | 0.14% |
| American Trust | 53.70K | Jun 30, 26 | -3.90K | 0.14% |
| MLG Wealth Management DBA Pine Grove Financial Group | 53.21K | Jun 30, 26 | -374 | 0.14% |
| Baird Financial Group, Inc. | 51.42K | Jun 30, 26 | +2.01K | 0.14% |
| Total Clarity Wealth Management, Inc. | 48.41K | Jun 30, 26 | +3.81K | 0.13% |
| Cambridge Investment Research Advisors, Inc. | 46.41K | Jun 30, 26 | +6.84K | 0.12% |
| UBS Group AG | 46.41K | Jun 30, 26 | -2.71K | 0.12% |
| Pinnacle Financial Partners, Inc. | 45.52K | Jun 30, 26 | +440 | 0.12% |
| GREENWOOD CAPITAL ASSOCIATES LLC | 44.16K | Jun 30, 26 | +7.64K | 0.12% |
| AXXCESS WEALTH MANAGEMENT, LLC | 43.43K | Jun 30, 26 | +43.43K | 0.11% |
| GOLDMAN SACHS GROUP INC | 41.92K | Jun 30, 26 | +41.92K | 0.11% |
| FIFTH THIRD SECURITIES, INC. | 40.14K | Jun 30, 26 | -615 | 0.11% |
| AMERIPRISE FINANCIAL INC | 40.09K | Jun 30, 26 | -894 | 0.11% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 40.05K | Jun 30, 26 | +40.05K | 0.11% |
| Curry Webb Wealth Management LLC | 39.87K | Jun 30, 26 | +3.64K | 0.11% |
| SilverOak Wealth Management LLC | 38.23K | Jun 30, 26 | +7.96K | 0.10% |
| NATIONAL BANK OF CANADA /FI/ | 35.30K | Jun 30, 26 | -4.18K | 0.09% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 33.12K | Jun 30, 26 | +5.55K | 0.09% |
| DAYMARK WEALTH PARTNERS, LLC | 31.87K | Jun 30, 26 | +4.30K | 0.08% |
| Choice Wealth Advisors, LLC | 31.70K | Jun 30, 26 | -4.49K | 0.08% |
| WealthPLAN Partners, LLC | 30.03K | Jun 30, 26 | +13.75K | 0.08% |
| Avestar Capital, LLC | 29.21K | Jun 30, 26 | +1.82K | 0.08% |
| Asset Allocation Strategies LLC | 29.15K | Jun 30, 26 | +1.08K | 0.08% |
| Fermata Advisors, LLC | 28.69K | Jun 30, 26 | -402 | 0.08% |
| IFG Advisory, LLC | 28.07K | Jun 30, 26 | +27.97K | 0.07% |
| US BANCORP \DE\ | 26.90K | Jun 30, 26 | -1.75K | 0.07% |
| WBH ADVISORY INC | 26.48K | Jun 30, 26 | +342 | 0.07% |
| Ruggaard & Associates LLC | 26.48K | Jun 30, 26 | -784 | 0.07% |
| NewEdge Advisors, LLC | 26.40K | Jun 30, 26 | +4.75K | 0.07% |
| McLaughlin Asset Management, Inc. | 26.18K | Jun 30, 26 | +134 | 0.07% |
| WEST MICHIGAN ADVISORS, LLC | 24.69K | Jun 30, 26 | +1.36K | 0.07% |
| Fortitude Financial, LLC | 23.95K | Jun 30, 26 | -46 | 0.06% |
| Arete Wealth Advisors, LLC | 23.91K | Jun 30, 26 | +846 | 0.06% |
| Merit Financial Group, LLC | 23.84K | Jun 30, 26 | -379 | 0.06% |
| Sentinus, LLC | 20.02K | Jun 30, 26 | -425 | 0.05% |
| Capital Advisors Wealth Management, LLC | 19.86K | Jun 30, 26 | -418 | 0.05% |
| BENJAMIN EDWARDS INC | 18.75K | Jun 30, 26 | -14 | 0.05% |
| OAK HARBOR WEALTH PARTNERS, LLC | 18.10K | Jun 30, 26 | -53 | 0.05% |
| MGO ONE SEVEN LLC | 17.00K | Jun 30, 26 | +1.38K | 0.04% |
| Keating Financial Advisory Services, Inc. | 16.18K | Jun 30, 26 | +7.14K | 0.04% |
| Global Retirement Partners, LLC | 15.44K | Jun 30, 26 | +15.44K | 0.04% |
| Independent Advisor Alliance | 15.39K | Jun 30, 26 | -267.71K | 0.04% |
| PAX Financial Group, LLC | 14.26K | Jun 30, 26 | +777 | 0.04% |
| United Advisor Group, LLC | 13.33K | Jun 30, 26 | -297 | 0.04% |
| Garden State Investment Advisory Services LLC | 12.57K | Jun 30, 26 | +8.51K | 0.03% |
| Summit Wealth Partners, LLC | 11.47K | Jun 30, 26 | -54 | 0.03% |
| Western Wealth Management, LLC | 11.37K | Jun 30, 26 | -148 | 0.03% |
| Harbor Asset Planning, Inc. | 10.01K | Jun 30, 26 | +232 | 0.03% |
| MTM FINANCIAL GROUP, LLC | 9.70K | Jun 30, 26 | +1.54K | 0.03% |
| Heritage Wealth Management, Inc. | 9.47K | Jun 30, 26 | +455 | 0.03% |
| Freedom Financial Partners LLC | 8.86K | Jun 30, 26 | -3.89K | 0.02% |
| TWO SIGMA INVESTMENTS, LP | 8.50K | Jun 30, 26 | +8.50K | 0.02% |
| Advisory Services Network, LLC | 8.45K | Jun 30, 26 | +2.52K | 0.02% |
| MORGAN STANLEY | 8.17K | Jun 30, 26 | +5.26K | 0.02% |
| Schwallier Wealth Management LLC | 7.95K | Jun 30, 26 | -48.08K | 0.02% |
| Cornerstone Wealth Management, LLC | 7.91K | Jun 30, 26 | +350 | 0.02% |
| COZAD ASSET MANAGEMENT INC | 7.09K | Jun 30, 26 | +882 | 0.02% |
| Stratos Wealth Partners, LTD. | 6.99K | Jun 30, 26 | +1.32K | 0.02% |
| CAPITAL PERFORMANCE ADVISORS LLP | 6.88K | Jun 30, 26 | -- | 0.02% |
| AVAII WEALTH MANAGEMENT, LLC | 6.87K | Jun 30, 26 | -- | 0.02% |
| American Trust Investment Advisors, LLC | 6.64K | Jun 30, 26 | +6.64K | 0.02% |
| Steward Partners Investment Advisory, LLC | 6.63K | Jun 30, 26 | +1.45K | 0.02% |
| HighTower Advisors, LLC | 6.43K | Jun 30, 26 | +152 | 0.02% |
| Vise Technologies, Inc. | 6.42K | Jun 30, 26 | -3.29K | 0.02% |
| Everest Financial Group LLC | 6.34K | Jun 30, 26 | -1.57K | 0.02% |
| Sequent Planning LLC | 6.09K | Jun 30, 26 | +439 | 0.02% |
| Krilogy Financial LLC | 5.97K | Jun 30, 26 | -204 | 0.02% |
| SHP Wealth Management | 5.96K | Jun 30, 26 | -316.30K | 0.02% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 5.86K | Jun 30, 26 | +5.86K | 0.02% |
| HighPoint Advisor Group LLC | 5.85K | Jun 30, 26 | +141 | 0.02% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 5.83K | Jun 30, 26 | -12 | 0.02% |
| ASSETMARK, INC | 5.82K | Jun 30, 26 | +216 | 0.02% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 5.72K | Jun 30, 26 | -797 | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 5.31K | Jun 30, 26 | +5.31K | 0.01% |
| Triad Wealth Partners, LLC | 5.26K | Jun 30, 26 | -212 | 0.01% |
| SFAM, LLC | 5.22K | Jun 30, 26 | -- | 0.01% |
| Creative Planning | 5.21K | Jun 30, 26 | -89 | 0.01% |
| LUTS & GREENLEIGH GROUP, INC | 5.12K | Jun 30, 26 | -- | 0.01% |
| BROWN BROTHERS HARRIMAN & CO | 5.08K | Jun 30, 26 | -- | 0.01% |
| HBW Advisory Services LLC | 5.01K | Jun 30, 26 | +5.01K | 0.01% |
| Dynamic Advisor Solutions LLC | 4.99K | Jun 30, 26 | +20 | 0.01% |
| Gateway Wealth Partners, LLC | 4.80K | Jun 30, 26 | -6.03K | 0.01% |
| Dynamic Financial Group | 4.61K | Jun 30, 26 | +4.61K | 0.01% |
| Signal Advisors Wealth, LLC | 4.58K | Jun 30, 26 | +1.27K | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 4.52K | Jun 30, 26 | +2.42K | 0.01% |
| Pensionmark Financial Group, LLC | 4.31K | Jun 30, 26 | -- | 0.01% |
| PRIVATE TRUST CO NA | 4.17K | Jun 30, 26 | -280 | 0.01% |
| Sowell Financial Services LLC | 4.07K | Jun 30, 26 | -17 | 0.01% |
| SMITH, MOORE & CO. | 4.01K | Jun 30, 26 | -- | 0.01% |
| PCG Wealth Advisors, LLC | 4.01K | Jun 30, 26 | -- | 0.01% |
| Ausdal Financial Partners, Inc. | 3.99K | Jun 30, 26 | +37 | 0.01% |
| Americana Partners, LLC | 3.95K | Jun 30, 26 | +3.95K | 0.01% |
| MAI Capital Management | 3.94K | Jun 30, 26 | -150 | 0.01% |
| NESTEGG ADVISORS, INC. | 3.87K | Jun 30, 26 | -- | 0.01% |
| Stone House Investment Management, LLC | 3.73K | Jun 30, 26 | +134 | 0.01% |
| BlackRock, Inc. | 3.69K | Jun 30, 26 | -1.00K | 0.01% |
| Intrua Financial, LLC | 3.59K | Jun 30, 26 | -- | 0.01% |
| SPINNAKER TRUST | 3.55K | Jun 30, 26 | -- | 0.01% |
| Alteri Wealth LLC | 3.44K | Jun 30, 26 | +64 | 0.01% |
| Simplicity Wealth,LLC | 3.23K | Jun 30, 26 | +3.23K | 0.01% |
| Janney Montgomery Scott LLC | 3.13K | Jun 30, 26 | -43 | 0.01% |
| JANE STREET GROUP, LLC | 3.04K | Jun 30, 26 | -30.04K | 0.01% |
| Integrated Advisors Network LLC | 2.82K | Jun 30, 26 | +2.82K | 0.01% |
| Bluesphere Advisors, LLC | 2.62K | Jun 30, 26 | +2.62K | 0.01% |
| Glass Jacobson Investment Advisors llc | 2.10K | Jun 30, 26 | -- | 0.01% |
| Tower Research Capital LLC (TRC) | 1.75K | Jun 30, 26 | +1.75K | 0.00% |
| HAZLETT, BURT & WATSON, INC. | 1.74K | Jun 30, 26 | -- | 0.00% |
| Center for Financial Planning, Inc. | 1.22K | Jun 30, 26 | -- | 0.00% |
| Triumph Capital Management | 1.13K | Jun 30, 26 | -1.13K | 0.00% |
| Capital Analysts, LLC | 1.07K | Jun 30, 26 | +560 | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 1.04K | Jun 30, 26 | +1.04K | 0.00% |
| FIFTH THIRD BANCORP | 783 | Jun 30, 26 | +545 | 0.00% |
| WELLS FARGO & COMPANY/MN | 757 | Jun 30, 26 | +593 | 0.00% |
| IFP Advisors, Inc | 747 | Jun 30, 26 | -- | 0.00% |
| GODSEY & GIBB, INC | 695 | Jun 30, 26 | -- | 0.00% |
| BANK OF MONTREAL /CAN/ | 611 | Jun 30, 26 | +611 | 0.00% |
| Golden State Wealth Management, LLC | 600 | Jun 30, 26 | -102 | 0.00% |
| Pinnacle Bancorp, Inc. | 565 | Jun 30, 26 | -- | 0.00% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 534 | Jun 30, 26 | +534 | 0.00% |
| Banco de Sabadell, S.A | 517 | Jun 30, 26 | -- | 0.00% |
| HARBOUR INVESTMENTS, INC. | 351 | Jun 30, 26 | +212 | 0.00% |
| AE Wealth Management LLC | 325 | Jun 30, 26 | -15 | 0.00% |
| SJS Investment Consulting Inc. | 300 | Jun 30, 26 | +300 | 0.00% |
| Aptus Capital Advisors, LLC | 267 | Jun 30, 26 | -20 | 0.00% |
| Smartleaf Asset Management LLC | 243 | Jun 30, 26 | -- | 0.00% |
| Private Wealth Asset Management, LLC | 238 | Jun 30, 26 | -- | 0.00% |
| SRS Capital Advisors, Inc. | 230 | Jun 30, 26 | -- | 0.00% |
| Capital Investment Advisory Services, LLC | 229 | Jun 30, 26 | +175 | 0.00% |
| Strategic Investment Solutions, Inc. /IL | 216 | Jun 30, 26 | -- | 0.00% |
| Markowski Investments | 168 | Jun 30, 26 | +168 | 0.00% |
| Buck Wealth Strategies, LLC | 77 | Jun 30, 26 | +77 | 0.00% |
| Concord Wealth Partners | 75 | Jun 30, 26 | +75 | 0.00% |
| Allworth Financial LP | 74 | Jun 30, 26 | +74 | 0.00% |
| Larson Financial Group LLC | 57 | Jun 30, 26 | -- | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 50 | Jun 30, 26 | -- | 0.00% |
| COMPASS FINANCIAL MANAGEMENT LLC | 48 | Jun 30, 26 | +48 | 0.00% |
| Cape Investment Advisory, Inc. | 46 | Jun 30, 26 | +46 | 0.00% |
| Abound Wealth Management | 44 | Jun 30, 26 | -185 | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 33 | Jun 30, 26 | -65 | 0.00% |
| Financial Management Professionals, Inc. | 32 | Jun 30, 26 | -- | 0.00% |
| Crews Bank & Trust | 19 | Jun 30, 26 | -- | 0.00% |
| FARMERS & MERCHANTS INVESTMENTS INC | 13 | Jun 30, 26 | +13 | 0.00% |
| Qube Research & Technologies Ltd | -- | Jun 30, 26 | -289 | -- |
| BANK OF AMERICA CORP /DE/ | -- | Jun 30, 26 | -7.30K | -- |
| Arkadios Wealth Advisors | -- | Jun 30, 26 | -407.60K | -- |
| Rockefeller Capital Management L.P. | -- | Jun 30, 26 | -14 | -- |
| TopTier Wealth Management, LLC | -- | Jun 30, 26 | -72 | -- |
| Mariner, LLC | -- | Jun 30, 26 | -6.62K | -- |
| Rooted Wealth Advisors, Inc. | -- | Jun 30, 26 | -19.70K | -- |
| CWM, LLC | 1.05M | Mar 31, 26 | +95.05K | 2.78% |
| INTEGRITY WEALTH ADVISORS, INC. | 29.82K | Mar 31, 26 | +5.40K | 0.08% |
| Sunbelt Securities, Inc. | 41 | Mar 31, 26 | -- | 0.00% |
| McIlrath & Eck, LLC | 15 | Mar 31, 26 | -1 | 0.00% |
| Total Wealth Planning, LLC | 25.30K | Dec 31, 25 | -449.78K | 0.07% |
| Prosperity Wealth Management, Inc. | 5.83K | Dec 31, 25 | +330 | 0.02% |
| COMERICA BANK | 518 | Dec 31, 25 | -514 | 0.00% |
| Wells Trecaso Financial Group, LLC | 11.28K | Sep 30, 25 | -14.79K | 0.03% |
| Siligmueller & Norvid Wealth Advisors LLC | -- | Sep 30, 25 | -19.16K | -- |
| AVANTAX ADVISORY SERVICES, INC. | 49.85K | Jun 30, 25 | +15.83K | 0.13% |
| Elios Financial Group Inc. | 7.54K | Jun 30, 25 | +1.03K | 0.02% |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -11.49K | -- |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | -- | Dec 31, 24 | -33.91K | -- |
| Raymond James Financial Services Advisors, Inc. | 148.63K | Sep 30, 24 | +77.66K | 0.39% |
| Aspire Wealth Management Corp | 1.97K | Sep 30, 24 | -- | 0.01% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 29.22K | Jun 30, 24 | -200 | 0.08% |
| Cetera Advisor Networks LLC | 13.32K | Mar 31, 24 | +3.67K | 0.04% |
| CAMBRIDGE TRUST CO | 27 | Mar 31, 24 | -45 | 0.00% |