| Shaker Financial Services, LLC | 13.41K | Sep 30, 26 | +13.41K | 0.14% |
| Noble Wealth Management PBC | 1.10K | Sep 30, 26 | -- | 0.01% |
| SIT INVESTMENT ASSOCIATES INC | 5.81M | Jun 30, 26 | +120.16K | 61.45% |
| 1607 Capital Partners, LLC | 304.47K | Jun 30, 26 | -3.50K | 3.22% |
| Advisors Asset Management, Inc. | 251.25K | Jun 30, 26 | -608 | 2.66% |
| Aviance Capital Partners, LLC | 139.15K | Jun 30, 26 | +1.59K | 1.47% |
| Focus Partners Wealth | 75.32K | Jun 30, 26 | -87.33K | 0.80% |
| Logan Stone Capital, LLC | 56.04K | Jun 30, 26 | -- | 0.59% |
| MORGAN STANLEY | 42.40K | Jun 30, 26 | -- | 0.45% |
| LPL Financial LLC | 40.04K | Jun 30, 26 | +28.64K | 0.42% |
| Stratos Wealth Partners, LTD. | 39.69K | Jun 30, 26 | -- | 0.42% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 28.65K | Jun 30, 26 | +3.99K | 0.30% |
| WOLVERINE ASSET MANAGEMENT LLC | 19.64K | Jun 30, 26 | +6.48K | 0.21% |
| UHLMANN PRICE SECURITIES, LLC | 19.00K | Jun 30, 26 | +19.00K | 0.20% |
| WELLS FARGO & COMPANY/MN | 16.23K | Jun 30, 26 | -5.73K | 0.17% |
| Matisse Capital | 15.24K | Jun 30, 26 | +15.24K | 0.16% |
| FIFTH THIRD BANCORP | 4.80K | Jun 30, 26 | -- | 0.05% |
| OSAIC HOLDINGS, INC. | 4.67K | Jun 30, 26 | +1.57K | 0.05% |
| UBS Group AG | -- | Jun 30, 26 | -66 | -- |
| RAYMOND JAMES FINANCIAL INC | -- | Jun 30, 26 | -13.86K | -- |
| COMERICA BANK | 4.80K | Dec 31, 25 | -- | 0.05% |
| CLEAR STREET LLC | 18 | Jun 30, 25 | +18 | 0.00% |
| Transform Wealth, LLC | 53.94K | Mar 31, 25 | +81 | 0.57% |
| Sheaff Brock Investment Advisors, LLC | 10.00K | Mar 31, 25 | -- | 0.11% |
| Relative Value Partners Group, LLC | -- | Jun 30, 24 | -180.85K | -- |
| American Portfolios Advisors | 1.80K | Sep 30, 22 | -- | 0.02% |
| STRATEGIC CAPITAL ADVISERS, INC. | 25.69K | Jun 30, 22 | +106 | 0.27% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 8.03K | Dec 31, 19 | -627 | 0.08% |
| Advisor Group, Inc. | 533 | Dec 31, 19 | -- | 0.01% |
| Relative Value Partners, LLC | 119.20K | Mar 31, 15 | -8.39K | 1.26% |
| UBS AG | 11.71K | Sep 30, 14 | +11.71K | 0.12% |
