| LPL Financial LLC | 2.53M | Sep 30, 26 | +287.18K | 8.23% |
| TRAPHAGEN INVESTMENT ADVISORS LLC | 1.21M | Sep 30, 26 | +133.42K | 3.94% |
| UBS Group AG | 955.37K | Sep 30, 26 | -67.74K | 3.10% |
| Grant Street Asset Management, Inc. | 926.30K | Sep 30, 26 | +44.72K | 3.01% |
| Clearwater Capital Advisors, LLC | 898.04K | Sep 30, 26 | +30.36K | 2.92% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 797.51K | Sep 30, 26 | +61.21K | 2.59% |
| ATWOOD & PALMER INC | 755.49K | Sep 30, 26 | +39.52K | 2.45% |
| Bank of New York Mellon Corp | 577.28K | Sep 30, 26 | +80.77K | 1.88% |
| Financial Enhancement Group LLC | 545.12K | Sep 30, 26 | +18.00K | 1.77% |
| Advisory Resource Group | 518.59K | Sep 30, 26 | +27.47K | 1.68% |
| Cambridge Investment Research Advisors, Inc. | 512.49K | Sep 30, 26 | +2.35K | 1.66% |
| NOTTINGHAM ADVISORS, INC. | 506.98K | Sep 30, 26 | +158.68K | 1.65% |
| Guardian Financial Partners, LLC | 460.56K | Sep 30, 26 | +28.09K | 1.50% |
| Quaker Wealth Management, LLC | 278.18K | Sep 30, 26 | +10.43K | 0.90% |
| Pine Valley Investments Ltd Liability Co | 238.70K | Sep 30, 26 | +4.36K | 0.78% |
| EPIQ PARTNERS, LLC | 227.86K | Sep 30, 26 | -2.16K | 0.74% |
| Apollon Wealth Management, LLC | 214.96K | Sep 30, 26 | +9.77K | 0.70% |
| Addison Capital Co | 212.79K | Sep 30, 26 | -24.75K | 0.69% |
| Rise Advisors, LLC | 205.05K | Sep 30, 26 | +18.33K | 0.67% |
| Englebert Financial Advisers, LLC | 202.88K | Sep 30, 26 | +27.96K | 0.66% |
| Buck Wealth Strategies, LLC | 198.43K | Sep 30, 26 | -2.81K | 0.64% |
| TRUIST FINANCIAL CORP | 191.09K | Sep 30, 26 | +15.92K | 0.62% |
| HARBOUR INVESTMENTS, INC. | 177.71K | Sep 30, 26 | -31.02K | 0.58% |
| HARBOR INVESTMENT ADVISORY, LLC | 156.92K | Sep 30, 26 | +15.65K | 0.51% |
| Cornerstone Wealth Group, LLC | 149.65K | Sep 30, 26 | +7.07K | 0.49% |
| FLAGSHIP HARBOR ADVISORS, LLC | 143.37K | Sep 30, 26 | +1.55K | 0.47% |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 134.80K | Sep 30, 26 | -9.99K | 0.44% |
| Waterfront Wealth Inc. | 132.72K | Sep 30, 26 | +6.48K | 0.43% |
| Weaver Consulting Group | 132.62K | Sep 30, 26 | +19.15K | 0.43% |
| Kestra Advisory Services, LLC | 129.18K | Sep 30, 26 | +22.89K | 0.42% |
| Atria Investments, Inc | 127.94K | Sep 30, 26 | +9.84K | 0.42% |
| Prasad Wealth Partners, LLC | 104.21K | Sep 30, 26 | +5.34K | 0.34% |
| Miller Global Investments, LLC | 91.08K | Sep 30, 26 | +7.37K | 0.30% |
| StoneCrest Wealth Management, Inc. | 87.61K | Sep 30, 26 | +6.88K | 0.28% |
| PRAIRIE ADVISORY, LLC | 85.22K | Sep 30, 26 | +42.06K | 0.28% |
| PNC FINANCIAL SERVICES GROUP, INC. | 80.49K | Sep 30, 26 | +19.44K | 0.26% |
| NORTHBRIDGE FINANCIAL GROUP, LLC | 71.45K | Sep 30, 26 | +9.55K | 0.23% |
| Sage Advisory Services, Ltd.Co. | 66.63K | Sep 30, 26 | -45.53K | 0.22% |
| Castle Rock Wealth Management, LLC | 66.34K | Sep 30, 26 | +3.15K | 0.22% |
| Farther Finance Advisors, LLC | 64.35K | Sep 30, 26 | -30.58K | 0.21% |
| CHANNEL WEALTH LLC | 63.91K | Sep 30, 26 | -7.24K | 0.21% |
| Colonial River Investments, LLC | 59.24K | Sep 30, 26 | +9.28K | 0.19% |
| 1620 INVESTMENT ADVISORS, INC. | 56.58K | Sep 30, 26 | +11.29K | 0.18% |
| Core Wealth Partners LLC | 49.77K | Sep 30, 26 | +14.90K | 0.16% |
| Endowment Wealth Management, Inc. | 49.37K | Sep 30, 26 | +6.43K | 0.16% |
| Private Advisor Group, LLC | 43.42K | Sep 30, 26 | -172 | 0.14% |
| THRIVENT FINANCIAL FOR LUTHERANS | 39.53K | Sep 30, 26 | +39.53K | 0.13% |
| Signal Advisors Wealth, LLC | 31.30K | Sep 30, 26 | -212 | 0.10% |
| Brucke Financial, Inc. | 29.86K | Sep 30, 26 | +6.45K | 0.10% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 26.17K | Sep 30, 26 | +1.14K | 0.09% |
| QTR Family Wealth, LLC | 24.34K | Sep 30, 26 | -26.20K | 0.08% |
| MMA ASSET MANAGEMENT LLC | 22.46K | Sep 30, 26 | +8.79K | 0.07% |
| WESPAC Advisors, LLC | 20.93K | Sep 30, 26 | -18 | 0.07% |
| COURIER CAPITAL LLC | 18.89K | Sep 30, 26 | -27.07K | 0.06% |
| J.W. COLE ADVISORS, INC. | 17.64K | Sep 30, 26 | +744 | 0.06% |
| OneDigital Investment Advisors LLC | 15.90K | Sep 30, 26 | -1.00K | 0.05% |
| Community Bank, N.A. | 14.81K | Sep 30, 26 | -209 | 0.05% |
| Northside Capital Management, LLC | 14.00K | Sep 30, 26 | -- | 0.05% |
| Comprehensive Financial Planning, Inc./PA | 13.63K | Sep 30, 26 | -607 | 0.04% |
| OPPENHEIMER & CO INC | 13.34K | Sep 30, 26 | +769 | 0.04% |
| UNIQUE WEALTH, LLC | 13.12K | Sep 30, 26 | -1.99K | 0.04% |
| Belpointe Asset Management LLC | 12.50K | Sep 30, 26 | +806 | 0.04% |
| Geneos Wealth Management Inc. | 12.31K | Sep 30, 26 | +12.31K | 0.04% |
| Gaddis Premier Wealth Advisors LLC | 10.06K | Sep 30, 26 | +3.84K | 0.03% |
| COMMONWEALTH EQUITY SERVICES, LLC | 9.74K | Sep 30, 26 | -612 | 0.03% |
| Alchemi Wealth, LLC | 9.43K | Sep 30, 26 | +839 | 0.03% |
| Simplicity Wealth,LLC | 9.42K | Sep 30, 26 | -4.94K | 0.03% |
| EdgeRock Capital LLC | 9.06K | Sep 30, 26 | +9.06K | 0.03% |
| VERUS CAPITAL PARTNERS, LLC | 8.72K | Sep 30, 26 | -1.87K | 0.03% |
| Destiny Wealth Partners, LLC | 8.26K | Sep 30, 26 | -886 | 0.03% |
| Syntegra Private Wealth Group, LLC | 8.05K | Sep 30, 26 | -- | 0.03% |
| Revisor Wealth Management LLC | 7.69K | Sep 30, 26 | -1.12K | 0.02% |
| GK Wealth Management LLC | 7.50K | Sep 30, 26 | -2.90K | 0.02% |
| Brookstone Capital Management | 7.23K | Sep 30, 26 | -948 | 0.02% |
| Merkkuri Wealth Advisors LLC | 6.68K | Sep 30, 26 | +95 | 0.02% |
| PARK AVENUE SECURITIES LLC | 6.59K | Sep 30, 26 | +2.64K | 0.02% |
| Auour Investments LLC | 6.51K | Sep 30, 26 | +10 | 0.02% |
| Retirement Planning Group, LLC | 6.33K | Sep 30, 26 | -97 | 0.02% |
| Hidden Cove Wealth Management, LLC | 6.09K | Sep 30, 26 | -24.77K | 0.02% |
| FIFTH THIRD BANCORP | 5.83K | Sep 30, 26 | -451 | 0.02% |
| Diesslin Group, Inc. | 5.69K | Sep 30, 26 | -1.81K | 0.02% |
| HighTower Advisors, LLC | 5.56K | Sep 30, 26 | -297 | 0.02% |
| Merit Financial Group, LLC | 5.46K | Sep 30, 26 | -2.83K | 0.02% |
| Indivisible Partners | 5.27K | Sep 30, 26 | -166 | 0.02% |
| PCG Wealth Advisors, LLC | 5.21K | Sep 30, 26 | -200 | 0.02% |
| Flaharty Asset Management, LLC | 4.46K | Sep 30, 26 | -25.29K | 0.01% |
| Collier Financial | 3.81K | Sep 30, 26 | +3.81K | 0.01% |
| TOTH FINANCIAL ADVISORY CORP | 3.74K | Sep 30, 26 | -1.25K | 0.01% |
| REICON WEALTH ADVISORS, LLC | 2.30K | Sep 30, 26 | -- | 0.01% |
| SIGNATUREFD, LLC | 1.12K | Sep 30, 26 | -- | 0.00% |
| LANARK FINANCIAL, INC. | 1.02K | Sep 30, 26 | +348 | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 625 | Sep 30, 26 | -- | 0.00% |
| BANK OF MONTREAL /CAN/ | 395 | Sep 30, 26 | -- | 0.00% |
| COMPASS FINANCIAL MANAGEMENT LLC | 341 | Sep 30, 26 | -155 | 0.00% |
| Parallel Advisors, LLC | 333 | Sep 30, 26 | +333 | 0.00% |
| US BANCORP \DE\ | 292 | Sep 30, 26 | +81 | 0.00% |
| EVOLUTION WEALTH MANAGEMENT INC. | 277 | Sep 30, 26 | -- | 0.00% |
| PRIVATE TRUST CO NA | 222 | Sep 30, 26 | +14 | 0.00% |
| CALDWELL SUTTER CAPITAL, INC. | 60 | Sep 30, 26 | -- | 0.00% |
| TOUNJIAN ADVISORY PARTNERS, LLC | 51 | Sep 30, 26 | +25 | 0.00% |
| Elevated Capital Advisors, LLC | 41 | Sep 30, 26 | +41 | 0.00% |
| Key Capital Management, INC | 37 | Sep 30, 26 | -5 | 0.00% |
| Signature Equity Partners, LLC | 13 | Sep 30, 26 | +13 | 0.00% |
| Silver Grove Financial Group, Inc. | 9 | Sep 30, 26 | -- | 0.00% |
| Bridgewealth Advisory Group, LLC | -- | Sep 30, 26 | -9.11K | -- |
| Cyndeo Wealth Partners, LLC | -- | Sep 30, 26 | -4.21K | -- |
| ARWA LLC | -- | Sep 30, 26 | -5.80K | -- |
| Blue Trust, Inc. | -- | Sep 30, 26 | -409 | -- |
| FDx Advisors, Inc. | -- | Sep 30, 26 | -4.23K | -- |
| Annex Advisory Services, LLC | -- | Sep 30, 26 | -4.66K | -- |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | -- | Sep 30, 26 | -217 | -- |
| KESTRA PRIVATE WEALTH SERVICES, LLC | -- | Sep 30, 26 | -4.55K | -- |
| Sage Mountain Advisors LLC | -- | Sep 30, 26 | -1 | -- |
| Goelzer Investment Management, Inc. | -- | Sep 30, 26 | -9.20K | -- |
| OSAIC HOLDINGS, INC. | 2.54M | Jun 30, 26 | -8.38K | 8.24% |
| UBS Group AG | 1.02M | Jun 30, 26 | +97.31K | 3.32% |
| RAYMOND JAMES FINANCIAL INC | 817.68K | Jun 30, 26 | +64.83K | 2.66% |
| Focus Partners Wealth | 738.62K | Jun 30, 26 | -64.03K | 2.40% |
| Sanctuary Advisors, LLC | 597.28K | Jun 30, 26 | +20.06K | 1.94% |
| AMERIPRISE FINANCIAL INC | 559.72K | Jun 30, 26 | +117.22K | 1.82% |
| Greenwich Wealth Management LLC | 477.77K | Jun 30, 26 | +36.40K | 1.55% |
| Marshall Financial Group, LLC | 406.25K | Jun 30, 26 | +12.08K | 1.32% |
| AE Wealth Management LLC | 384.50K | Jun 30, 26 | -26.09K | 1.25% |
| Modern Wealth Management, LLC | 379.91K | Jun 30, 26 | +375.85K | 1.23% |
| Corient Private Wealth LP | 374.90K | Jun 30, 26 | +150.76K | 1.22% |
| MORGAN STANLEY | 308.88K | Jun 30, 26 | -756 | 1.00% |
| ENVESTNET ASSET MANAGEMENT INC | 282.60K | Jun 30, 26 | +8.65K | 0.92% |
| GOLDMAN SACHS GROUP INC | 263.12K | Jun 30, 26 | +193.95K | 0.85% |
| JANE STREET GROUP, LLC | 202.41K | Jun 30, 26 | +158.41K | 0.66% |
| ROYAL BANK OF CANADA | 197.24K | Jun 30, 26 | +3.07K | 0.64% |
| MAI Capital Management | 189.72K | Jun 30, 26 | +12.75K | 0.62% |
| One Charles Private Wealth Services, LLC | 176.72K | Jun 30, 26 | -4.79K | 0.57% |
| STIFEL FINANCIAL CORP | 172.24K | Jun 30, 26 | +21.17K | 0.56% |
| Blue Edge Capital, LLC | 132.59K | Jun 30, 26 | +60.39K | 0.43% |
| Prasad Wealth Partners, LLC | 98.87K | Jun 30, 26 | -11.15K | 0.32% |
| Bellars Harris Wealth Management, LLC | 98.64K | Jun 30, 26 | +98.64K | 0.32% |
| Jupiter Topco LLC | 90.21K | Jun 30, 26 | +90.21K | 0.29% |
| BANK OF AMERICA CORP /DE/ | 87.81K | Jun 30, 26 | +71.20K | 0.29% |
| Brookwood Investment Group LLC | 78.28K | Jun 30, 26 | -2.28K | 0.25% |
| BYRNE FINANCIAL FREEDOM, LLC | 62.33K | Jun 30, 26 | -5.88K | 0.20% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 59.06K | Jun 30, 26 | +41.27K | 0.19% |
| Transamerica Financial Advisors, LLC | 52.93K | Jun 30, 26 | -7.12K | 0.17% |
| Gladstone Institutional Advisory LLC | 50.43K | Jun 30, 26 | +2.21K | 0.16% |
| WELLS FARGO & COMPANY/MN | 49.36K | Jun 30, 26 | -4.73K | 0.16% |
| Talon Private Wealth, LLC | 39.34K | Jun 30, 26 | -91.92K | 0.13% |
| Janney Montgomery Scott LLC | 34.27K | Jun 30, 26 | +3.92K | 0.11% |
| NewEdge Advisors, LLC | 33.01K | Jun 30, 26 | -3.04K | 0.11% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 25.03K | Jun 30, 26 | +979 | 0.08% |
| Coastal Bridge Advisors, LLC | 22.07K | Jun 30, 26 | +15.92K | 0.07% |
| Orion Porfolio Solutions, LLC | 21.97K | Jun 30, 26 | +7.43K | 0.07% |
| OneDigital Investment Advisors LLC | 16.90K | Jun 30, 26 | -3.02K | 0.05% |
| Arkadios Wealth Advisors | 15.36K | Jun 30, 26 | +455 | 0.05% |
| OLD MISSION CAPITAL LLC | 12.18K | Jun 30, 26 | -8.03K | 0.04% |
| Stratos Wealth Partners, LTD. | 11.50K | Jun 30, 26 | -328 | 0.04% |
| BETO FINANCIAL GROUP, LLC | 11.04K | Jun 30, 26 | +3.23K | 0.04% |
| Steward Partners Investment Advisory, LLC | 10.79K | Jun 30, 26 | +1.63K | 0.04% |
| Advisory Services Network, LLC | 9.52K | Jun 30, 26 | +573 | 0.03% |
| Magnolia Private Wealth, LLC | 9.44K | Jun 30, 26 | -2.42K | 0.03% |
| IHT Wealth Management, LLC | 8.35K | Jun 30, 26 | -6.19K | 0.03% |
| Elequin Capital, LP | 7.66K | Jun 30, 26 | +7.66K | 0.02% |
| Integrated Wealth Concepts LLC | 5.50K | Jun 30, 26 | +1.32K | 0.02% |
| CARY STREET PARTNERS FINANCIAL LLC | 5.45K | Jun 30, 26 | +5.45K | 0.02% |
| Nest Investments, LLC | 5.30K | Jun 30, 26 | +5.30K | 0.02% |
| CITADEL ADVISORS LLC | 4.61K | Jun 30, 26 | -33.41K | 0.01% |
| Rockefeller Capital Management L.P. | 4.22K | Jun 30, 26 | +4.22K | 0.01% |
| AQR CAPITAL MANAGEMENT LLC | 4.06K | Jun 30, 26 | +4.06K | 0.01% |
| BARD ASSOCIATES INC | 1.92K | Jun 30, 26 | +1.92K | 0.01% |
| JPMORGAN CHASE & CO | 1.73K | Jun 30, 26 | +1.73K | 0.01% |
| Medallion Wealth Advisors, LLC | 1.00K | Jun 30, 26 | -12.04K | 0.00% |
| Vision Retirement, LLC | 672 | Jun 30, 26 | +672 | 0.00% |
| WEBSTER BANK, N. A. | 297 | Jun 30, 26 | -- | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 157 | Jun 30, 26 | +157 | 0.00% |
| BNP PARIBAS FINANCIAL MARKETS | 70 | Jun 30, 26 | -- | 0.00% |
| Quantinno Capital Management LP | -- | Jun 30, 26 | -4.16K | -- |
| Seneca House Advisors | -- | Jun 30, 26 | -82.17K | -- |
| Kensington Asset Management, LLC | -- | Jun 30, 26 | -264.41K | -- |
| Millstone Evans Group, LLC | -- | Jun 30, 26 | -773 | -- |
| Waterloo Capital, L.P. | -- | Jun 30, 26 | -9.05K | -- |
| WCG Wealth Advisors LLC | -- | Jun 30, 26 | -10.51K | -- |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | -- | Jun 30, 26 | -6.71K | -- |
| Mariner, LLC | -- | Jun 30, 26 | -16.27K | -- |
| HRT FINANCIAL LP | -- | Jun 30, 26 | -6.84K | -- |
| Janus Henderson Group Ltd. | 76.33K | Mar 31, 26 | -45.51K | 0.25% |
| CWM, LLC | 608 | Mar 31, 26 | +608 | 0.00% |
| COMERICA BANK | 6.87K | Dec 31, 25 | +4.84K | 0.02% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -283 | -- |
| CIBC Private Wealth Group LLC | -- | Dec 31, 25 | -244 | -- |
| Masso Torrence Wealth Management Inc. | 64.07K | Sep 30, 25 | +2.65K | 0.21% |
| Congress Wealth Management LLC / DE / | 2.28M | Jun 30, 25 | +670.01K | 7.41% |
| Blue Investment Partners LLC | 63.92K | Jun 30, 25 | +1.59K | 0.21% |
| Capital A Wealth Management, LLC | -- | Jun 30, 25 | -16 | -- |
| Bison Wealth, LLC | 29.67K | Dec 31, 24 | +1 | 0.10% |
| WMS Partners, LLC | 29.19K | Dec 31, 24 | +7.35K | 0.09% |
| Vantage Financial Partners Ltd., Inc. | 134.52K | Jun 30, 24 | +6.87K | 0.44% |
