| CAPTRUST FINANCIAL ADVISORS | 235.19K | Sep 30, 26 | +524 | 7.07% |
| Modera Wealth Management, LLC | 230.75K | Sep 30, 26 | -8.22K | 6.94% |
| Sanctuary Advisors, LLC | 185.58K | Sep 30, 26 | +14.43K | 5.58% |
| UBS Group AG | 134.27K | Sep 30, 26 | +408 | 4.04% |
| HighPoint Advisor Group LLC | 92.06K | Sep 30, 26 | -7.79K | 2.77% |
| JONES FINANCIAL COMPANIES LLLP | 76.16K | Sep 30, 26 | +11.94K | 2.29% |
| LPL Financial LLC | 71.53K | Sep 30, 26 | -1.80K | 2.15% |
| MORGAN STANLEY | 52.35K | Sep 30, 26 | -633 | 1.57% |
| RAYMOND JAMES FINANCIAL INC | 52.08K | Sep 30, 26 | +3.01K | 1.57% |
| JPMORGAN CHASE & CO | 43.03K | Sep 30, 26 | -765 | 1.29% |
| Apollon Wealth Management, LLC | 38.67K | Sep 30, 26 | +1.86K | 1.16% |
| OSAIC HOLDINGS, INC. | 34.51K | Sep 30, 26 | +6.56K | 1.04% |
| Schiavi & Co LLC | 26.16K | Sep 30, 26 | -- | 0.79% |
| Vise Technologies, Inc. | 23.32K | Sep 30, 26 | -3.24K | 0.70% |
| COMMONWEALTH EQUITY SERVICES, LLC | 22.01K | Sep 30, 26 | -1.55K | 0.66% |
| Cambridge Investment Research Advisors, Inc. | 21.82K | Sep 30, 26 | +70 | 0.66% |
| HHM Wealth Advisors, LLC | 20.46K | Sep 30, 26 | -75 | 0.62% |
| MN Wealth Advisors, LLC | 15.44K | Sep 30, 26 | -85 | 0.46% |
| Stratos Wealth Partners, LTD. | 14.08K | Sep 30, 26 | +7.11K | 0.42% |
| Private Advisor Group, LLC | 13.49K | Sep 30, 26 | +273 | 0.41% |
| NewEdge Advisors, LLC | 10.92K | Sep 30, 26 | -29 | 0.33% |
| PLANNING ALTERNATIVES LTD /ADV | 7.03K | Sep 30, 26 | -896 | 0.21% |
| Avant Capital LLC | 6.98K | Sep 30, 26 | +190 | 0.21% |
| Elevation Wealth Management LLC | 6.68K | Sep 30, 26 | +7 | 0.20% |
| Patten Group, Inc. | 6.07K | Sep 30, 26 | +134 | 0.18% |
| Cetera Investment Advisers | 5.74K | Sep 30, 26 | +119 | 0.17% |
| Allegheny Financial Group | 5.49K | Sep 30, 26 | +938 | 0.16% |
| BlackRock, Inc. | 5.29K | Sep 30, 26 | +4.42K | 0.16% |
| CITIGROUP INC | 4.65K | Sep 30, 26 | +93 | 0.14% |
| BASSO CAPITAL MANAGEMENT, L.P. | 4.53K | Sep 30, 26 | -- | 0.14% |
| Clear Point Advisors Inc. | 4.46K | Sep 30, 26 | -48 | 0.13% |
| FMR LLC | 3.61K | Sep 30, 26 | +87 | 0.11% |
| HighTower Advisors, LLC | 3.42K | Sep 30, 26 | -10 | 0.10% |
| FOSTER & MOTLEY INC | 3.34K | Sep 30, 26 | -201 | 0.10% |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | 3.12K | Sep 30, 26 | +10 | 0.09% |
| Quantinno Capital Management LP | 3.10K | Sep 30, 26 | -173 | 0.09% |
| RFG Advisory, LLC | 2.99K | Sep 30, 26 | +167 | 0.09% |
| Hershey Financial Advisers, LLC | 2.94K | Sep 30, 26 | +2.94K | 0.09% |
| VestGen Advisors, LLC | 2.84K | Sep 30, 26 | -- | 0.09% |
| Etesian Wealth Advisors, Inc. | 2.60K | Sep 30, 26 | -54 | 0.08% |
| Intrua Financial, LLC | 2.43K | Sep 30, 26 | -200 | 0.07% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 2.42K | Sep 30, 26 | -44 | 0.07% |
| CreativeOne Wealth, LLC | 2.30K | Sep 30, 26 | -394 | 0.07% |
| Kestra Advisory Services, LLC | 2.17K | Sep 30, 26 | -16 | 0.07% |
| MGO ONE SEVEN LLC | 2.01K | Sep 30, 26 | -- | 0.06% |
| TRUIST FINANCIAL CORP | 2.00K | Sep 30, 26 | -- | 0.06% |
| Essex Financial Services, Inc. | 1.82K | Sep 30, 26 | +1.82K | 0.05% |
| MML INVESTORS SERVICES, LLC | 1.81K | Sep 30, 26 | -445 | 0.05% |
| Summit Financial, LLC | 1.74K | Sep 30, 26 | -- | 0.05% |
| Rockefeller Capital Management L.P. | 1.70K | Sep 30, 26 | +9 | 0.05% |
| IFG Advisory, LLC | 1.68K | Sep 30, 26 | +568 | 0.05% |
| Aptus Capital Advisors, LLC | 1.63K | Sep 30, 26 | -- | 0.05% |
| Birchwood Financial Partners, Inc. | 1.55K | Sep 30, 26 | +8 | 0.05% |
| BROWN BROTHERS HARRIMAN & CO | 1.53K | Sep 30, 26 | +1.53K | 0.05% |
| GuidedMoney, LLC | 1.50K | Sep 30, 26 | -- | 0.05% |
| Continuum Advisory, LLC | 1.37K | Sep 30, 26 | -- | 0.04% |
| Medallion Wealth Advisors, LLC | 1.10K | Sep 30, 26 | -1.44K | 0.03% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1.04K | Sep 30, 26 | -- | 0.03% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 872 | Sep 30, 26 | -76 | 0.03% |
| Cassaday & Co Wealth Management LLC | 637 | Sep 30, 26 | -- | 0.02% |
| Kingdom Financial Group LLC. | 525 | Sep 30, 26 | +525 | 0.02% |
| Horizon Investments, LLC | 500 | Sep 30, 26 | -- | 0.02% |
| HUNTINGTON NATIONAL BANK | 375 | Sep 30, 26 | -- | 0.01% |
| Geneos Wealth Management Inc. | 350 | Sep 30, 26 | -- | 0.01% |
| HARBOUR INVESTMENTS, INC. | 137 | Sep 30, 26 | -- | 0.00% |
| AMERIFLEX GROUP, INC. | 136 | Sep 30, 26 | +136 | 0.00% |
| FIFTH THIRD BANCORP | 121 | Sep 30, 26 | -- | 0.00% |
| Global Retirement Partners, LLC | 72 | Sep 30, 26 | -- | 0.00% |
| Nova Wealth Management, Inc. | 33 | Sep 30, 26 | -- | 0.00% |
| Qube Research & Technologies Ltd | -- | Sep 30, 26 | -1 | -- |
| Smartleaf Asset Management LLC | -- | Sep 30, 26 | -18 | -- |
| Kingsview Wealth Management, LLC | -- | Sep 30, 26 | -63.39K | -- |
| Midwest Trust Co | -- | Sep 30, 26 | -1.63K | -- |
| ST GERMAIN D J CO INC | 226.86K | Jun 30, 26 | -10.93K | 6.82% |
| Sterneck Capital Management, LLC | 92.00K | Jun 30, 26 | -127 | 2.77% |
| AMERIPRISE FINANCIAL INC | 63.64K | Jun 30, 26 | +60.06K | 1.91% |
| MORGAN STANLEY | 52.99K | Jun 30, 26 | +532 | 1.59% |
| RAYMOND JAMES FINANCIAL INC | 49.07K | Jun 30, 26 | +3.77K | 1.48% |
| JPMORGAN CHASE & CO | 43.80K | Jun 30, 26 | +3.03K | 1.32% |
| Beacon Pointe Advisors, LLC | 39.83K | Jun 30, 26 | +39.83K | 1.20% |
| BANK OF AMERICA CORP /DE/ | 35.54K | Jun 30, 26 | -194.67K | 1.07% |
| OSAIC HOLDINGS, INC. | 27.94K | Jun 30, 26 | -4.39K | 0.84% |
| WELLS FARGO & COMPANY/MN | 22.29K | Jun 30, 26 | -79 | 0.67% |
| CITADEL ADVISORS LLC | 16.80K | Jun 30, 26 | +16.80K | 0.51% |
| AQR CAPITAL MANAGEMENT LLC | 11.19K | Jun 30, 26 | -- | 0.34% |
| NewEdge Advisors, LLC | 10.95K | Jun 30, 26 | +1.52K | 0.33% |
| PLANNING ALTERNATIVES LTD /ADV | 7.92K | Jun 30, 26 | -601 | 0.24% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6.82K | Jun 30, 26 | +3.06K | 0.20% |
| Cetera Investment Advisers | 5.62K | Jun 30, 26 | +2.07K | 0.17% |
| Empire Financial Management Company, LLC | 4.40K | Jun 30, 26 | -- | 0.13% |
| BELLEVUE ASSET MANAGEMENT, LLC | 4.22K | Jun 30, 26 | +5 | 0.13% |
| Quantinno Capital Management LP | 3.27K | Jun 30, 26 | +793 | 0.10% |
| Medallion Wealth Advisors, LLC | 2.54K | Jun 30, 26 | +1.44K | 0.08% |
| MML INVESTORS SERVICES, LLC | 2.26K | Jun 30, 26 | +2.26K | 0.07% |
| TWO SIGMA INVESTMENTS, LP | 2.20K | Jun 30, 26 | +2.20K | 0.07% |
| Integrated Wealth Concepts LLC | 1.75K | Jun 30, 26 | +1.75K | 0.05% |
| Rockefeller Capital Management L.P. | 1.69K | Jun 30, 26 | +8 | 0.05% |
| GTS SECURITIES LLC | 1.63K | Jun 30, 26 | -- | 0.05% |
| MERCER GLOBAL ADVISORS INC /ADV | 1.52K | Jun 30, 26 | +1.52K | 0.05% |
| Continuum Advisory, LLC | 1.37K | Jun 30, 26 | +1.37K | 0.04% |
| ROYAL BANK OF CANADA | 1.10K | Jun 30, 26 | -- | 0.03% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1.04K | Jun 30, 26 | -363 | 0.03% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 948 | Jun 30, 26 | -- | 0.03% |
| BlackRock, Inc. | 880 | Jun 30, 26 | +880 | 0.03% |
| Ancora Advisors LLC | 712 | Jun 30, 26 | -- | 0.02% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 565 | Jun 30, 26 | -643 | 0.02% |
| Nova Wealth Management, Inc. | 33 | Jun 30, 26 | -- | 0.00% |
| Qube Research & Technologies Ltd | 1 | Jun 30, 26 | -68 | 0.00% |
| MAI Capital Management | -- | Jun 30, 26 | -1.26K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -868 | -- |
| Gateway Wealth Partners, LLC | -- | Jun 30, 26 | -2.75K | -- |
| CWM, LLC | 892 | Mar 31, 26 | -10 | 0.03% |
| CIBC Private Wealth Group LLC | 731 | Dec 31, 25 | +731 | 0.02% |
| COMERICA BANK | 121 | Dec 31, 25 | -- | 0.00% |
| Blue Oak Capital, LLC | -- | Jun 30, 25 | -2.60K | -- |
| SignalPoint Asset Management, LLC | 6.39K | Dec 31, 24 | -90 | 0.19% |
| Sanctuary Wealth Management, L.L.C. | 452 | Dec 31, 24 | -- | 0.01% |
| Raymond James Financial Services Advisors, Inc. | 51.03K | Sep 30, 24 | -5.03K | 1.53% |
| RAYMOND JAMES & ASSOCIATES | 3.88K | Sep 30, 24 | +505 | 0.12% |
| FOCUS FINANCIAL NETWORK INC /ADV | 2.46K | Dec 31, 23 | +2.46K | 0.07% |
| First Capital Advisors Group, LLC. | 47.39K | Jun 30, 23 | -443 | 1.43% |
| Quantitative Advantage, LLC | 197.90K | Mar 31, 23 | +5.71K | 5.95% |
| Integrity Advisory, LLC | 23.65K | Dec 31, 22 | +9.46K | 0.71% |
| 55I, LLC | 26.66K | Sep 30, 22 | +5.58K | 0.80% |
| MUFG Americas Holdings Corp | 871 | Sep 30, 22 | -- | 0.03% |
| KARLINSKI ANDREW C | 848 | Sep 30, 22 | -- | 0.03% |
| Frontier Wealth Management LLC | 14.09K | Jun 30, 22 | -26 | 0.42% |
| Ameritas Investment Company, LLC | 2.24K | Sep 30, 21 | +214 | 0.07% |
| SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 13.09K | Jun 30, 21 | -28 | 0.39% |
| SVA Wealth Management, LLC | 747.96K | Dec 31, 20 | +26.13K | 22.49% |
| ETRADE Capital Management LLC | 3.41K | Sep 30, 20 | -1.63K | 0.10% |
| LifePlan Financial Group, Inc | -- | Sep 30, 20 | -1.23K | -- |
| Advisor Group, Inc. | 16.56K | Dec 31, 19 | -26.59K | 0.50% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 9.98K | Dec 31, 19 | -319 | 0.30% |
| Ken Stern & Associates, Inc. | 4.59K | Sep 30, 18 | -- | 0.14% |
| NATIONAL PLANNING CORP | -- | Dec 31, 17 | -6.19K | -- |
| INVESTMENT CENTERS OF AMERICA INC | -- | Dec 31, 17 | -5.58K | -- |
| Commonwealth Equity Services, Inc | 7.68K | Jun 30, 17 | +248 | 0.23% |
| BEACON TRUST CO | 189.66K | Mar 31, 17 | +144.93K | 5.70% |
| MSI Financial Services Inc | 46 | Dec 31, 16 | -- | 0.00% |
