| JPMORGAN CHASE & CO | 5.54M | Jun 30, 26 | -160.33K | 61.60% |
| National Philanthropic Trust | 255.41K | Jun 30, 26 | -19.78K | 2.84% |
| RAYMOND JAMES FINANCIAL INC | 219.74K | Jun 30, 26 | +26.13K | 2.44% |
| ECLECTIC ASSOCIATES INC /ADV | 198.95K | Jun 30, 26 | +25.98K | 2.21% |
| FIRST FOUNDATION ADVISORS | 197.52K | Jun 30, 26 | -97.86K | 2.20% |
| Anderson Financial Strategies, LLC | 158.02K | Jun 30, 26 | -220 | 1.76% |
| Beta Wealth Group, Inc. | 120.87K | Jun 30, 26 | -99 | 1.34% |
| OARSMAN CAPITAL, INC. | 107.80K | Jun 30, 26 | +15.46K | 1.20% |
| LPL Financial LLC | 97.19K | Jun 30, 26 | -1.57K | 1.08% |
| WELLS FARGO & COMPANY/MN | 70.25K | Jun 30, 26 | +59.50K | 0.78% |
| Cetera Investment Advisers | 55.68K | Jun 30, 26 | -302 | 0.62% |
| CENTRAL TRUST Co | 34.24K | Jun 30, 26 | +5.16K | 0.38% |
| 21 West Wealth Management LLC | 30.47K | Jun 30, 26 | -29 | 0.34% |
| Cambridge Investment Research Advisors, Inc. | 24.48K | Jun 30, 26 | -758 | 0.27% |
| One Capital Management, LLC | 24.43K | Jun 30, 26 | -- | 0.27% |
| ENVESTNET ASSET MANAGEMENT INC | 23.11K | Jun 30, 26 | -2.01K | 0.26% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22.34K | Jun 30, 26 | -19.15K | 0.25% |
| Brinker Capital Investments, LLC | 21.77K | Jun 30, 26 | +2.17K | 0.24% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 21.42K | Jun 30, 26 | +10.10K | 0.24% |
| CITADEL ADVISORS LLC | 21.09K | Jun 30, 26 | -939 | 0.23% |
| SILVER OAK SECURITIES, INCORPORATED | 20.12K | Jun 30, 26 | +1.65K | 0.22% |
| Bill Few Associates, Inc. | 16.85K | Jun 30, 26 | -122 | 0.19% |
| GOLDMAN SACHS GROUP INC | 16.26K | Jun 30, 26 | -- | 0.18% |
| Independence Asset Advisors, LLC | 14.61K | Jun 30, 26 | +78 | 0.16% |
| Wealthcare Advisory Partners LLC | 13.85K | Jun 30, 26 | +387 | 0.15% |
| Plus Group Wealth Advisors LLC | 12.14K | Jun 30, 26 | +354 | 0.14% |
| COMMONWEALTH EQUITY SERVICES, LLC | 12.11K | Jun 30, 26 | +474 | 0.13% |
| ADVISOR GROUP HOLDINGS, INC. | 11.82K | Jun 30, 26 | +325 | 0.13% |
| BANK OF MONTREAL /CAN/ | 10.35K | Jun 30, 26 | +5.00K | 0.12% |
| Capital Analysts, LLC | 9.82K | Jun 30, 26 | +3.88K | 0.11% |
| Milestone Asset Management Group, LLC | 9.40K | Jun 30, 26 | +18 | 0.10% |
| Certified Advisory Corp | 9.29K | Jun 30, 26 | +53 | 0.10% |
| MML INVESTORS SERVICES, LLC | 8.94K | Jun 30, 26 | -777 | 0.10% |
| Whipplewood Advisors, LLC | 8.87K | Jun 30, 26 | -1.69K | 0.10% |
| Medallion Wealth Advisors, LLC | 8.15K | Jun 30, 26 | +7.60K | 0.09% |
| MORGAN STANLEY | 6.53K | Jun 30, 26 | +3 | 0.07% |
| Swisher Financial Concepts, Inc. | 6.43K | Jun 30, 26 | -1.86K | 0.07% |
| Stratos Wealth Partners, LTD. | 5.78K | Jun 30, 26 | -37 | 0.06% |
| AXXCESS WEALTH MANAGEMENT, LLC | 4.55K | Jun 30, 26 | +113 | 0.05% |
| FLAGSHIP HARBOR ADVISORS, LLC | 4.51K | Jun 30, 26 | +4.51K | 0.05% |
| NORTHERN TRUST CORP | 4.45K | Jun 30, 26 | -- | 0.05% |
| Focus Financial Network, Inc. | 4.31K | Jun 30, 26 | +4.31K | 0.05% |
| MOR Wealth Management, LLC | 3.99K | Jun 30, 26 | +3.99K | 0.04% |
| PNC FINANCIAL SERVICES GROUP, INC. | 1.82K | Jun 30, 26 | -8 | 0.02% |
| ASSETMARK, INC | 1.79K | Jun 30, 26 | -23 | 0.02% |
| HUNTINGTON NATIONAL BANK | 1.40K | Jun 30, 26 | +1.40K | 0.02% |
| AE Wealth Management LLC | 995 | Jun 30, 26 | +488 | 0.01% |
| Center for Financial Planning, Inc. | 981 | Jun 30, 26 | -- | 0.01% |
| Geneos Wealth Management Inc. | 874 | Jun 30, 26 | -- | 0.01% |
| Global Retirement Partners, LLC | 673 | Jun 30, 26 | +673 | 0.01% |
| MCDONALD PARTNERS LLC | 666 | Jun 30, 26 | +666 | 0.01% |
| AdvisorNet Financial, Inc | 642 | Jun 30, 26 | +81 | 0.01% |
| Spire Wealth Management | 600 | Jun 30, 26 | -- | 0.01% |
| FMR LLC | 457 | Jun 30, 26 | +457 | 0.01% |
| Smartleaf Asset Management LLC | 426 | Jun 30, 26 | -- | 0.00% |
| Ashton Thomas Private Wealth, LLC | 371 | Jun 30, 26 | -- | 0.00% |
| Farther Finance Advisors, LLC | 336 | Jun 30, 26 | +68 | 0.00% |
| Integrated Wealth Concepts LLC | 224 | Jun 30, 26 | +224 | 0.00% |
| JFS WEALTH ADVISORS, LLC | 154 | Jun 30, 26 | +154 | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 150 | Jun 30, 26 | +150 | 0.00% |
| Parallel Advisors, LLC | 75 | Jun 30, 26 | -57 | 0.00% |
| Vision Retirement, LLC | 66 | Jun 30, 26 | -20 | 0.00% |
| Allworth Financial LP | 34 | Jun 30, 26 | +34 | 0.00% |
| Steward Partners Investment Advisory, LLC | 13 | Jun 30, 26 | -- | 0.00% |
| Ducere Wealth Management LLC | -- | Jun 30, 26 | -89.55K | -- |
| FIRST AMERICAN TRUST, FSB | -- | Jun 30, 26 | -4.43K | -- |
| WFA of San Diego, LLC | -- | Jun 30, 26 | -443 | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -4.26K | -- |
| Tower Research Capital LLC (TRC) | -- | Jun 30, 26 | -13.16K | -- |
| NewEdge Advisors, LLC | -- | Jun 30, 26 | -388 | -- |
| Capital Investment Advisory Services, LLC | -- | Jun 30, 26 | -339 | -- |
| TWO SIGMA INVESTMENTS, LP | -- | Jun 30, 26 | -77.10K | -- |
| VANGUARD ADVISERS INC | -- | Jun 30, 26 | -44 | -- |
| CIBC Private Wealth Group, LLC | 105 | Dec 31, 25 | +105 | 0.00% |
| AVANTAX ADVISORY SERVICES, INC. | 21.50K | Jun 30, 25 | +7.77K | 0.24% |
| Capital A Wealth Management, LLC | -- | Jun 30, 25 | -113.98K | -- |
| RAYMOND JAMES & ASSOCIATES | 23.15K | Sep 30, 24 | +23.15K | 0.26% |
| Cetera Advisor Networks LLC | 42.87K | Mar 31, 24 | -75 | 0.48% |
| American Portfolios Advisors | 339 | Sep 30, 22 | -- | 0.00% |