| PARK AVENUE SECURITIES LLC | 96.32K | Sep 30, 26 | +16.35K | 2.05% |
| SOFI WEALTH, LLC | 41.97K | Sep 30, 26 | +8.54K | 0.89% |
| Vise Technologies, Inc. | 15.00K | Sep 30, 26 | +6.55K | 0.32% |
| Cambridge Investment Research Advisors, Inc. | 12.26K | Sep 30, 26 | +1.33K | 0.26% |
| Horst & Graben Wealth Management LLC | 11.99K | Sep 30, 26 | -645 | 0.26% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10.76K | Sep 30, 26 | +154 | 0.23% |
| MGO ONE SEVEN LLC | 6.82K | Sep 30, 26 | +342 | 0.15% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 3.98K | Sep 30, 26 | -54 | 0.08% |
| EVOLUTION WEALTH MANAGEMENT INC. | 384 | Sep 30, 26 | -149 | 0.01% |
| Birchwood Financial Partners, Inc. | 296 | Sep 30, 26 | -- | 0.01% |
| BIRCH FINANCIAL GROUP, LLC | 171 | Sep 30, 26 | +171 | 0.00% |
| First Bancorp, Inc /ME/ | 144 | Sep 30, 26 | -- | 0.00% |
| Buck Wealth Strategies, LLC | 118 | Sep 30, 26 | -14 | 0.00% |
| Golden State Wealth Management, LLC | 99 | Sep 30, 26 | -- | 0.00% |
| Balance Wealth Partners LLC | 55 | Sep 30, 26 | +55 | 0.00% |
| Latitude Advisors, LLC | 26 | Sep 30, 26 | +26 | 0.00% |
| TUCKER ASSET MANAGEMENT LLC | -- | Sep 30, 26 | -11 | -- |
| NBT BANK, N.A. | -- | Sep 30, 26 | -107 | -- |
| Commonwealth Retirement Investments LLC | -- | Sep 30, 26 | -137 | -- |
| Cornerstone Planning Group LLC | -- | Sep 30, 26 | -2.08K | -- |
| JPMORGAN CHASE & CO | 973.65K | Jun 30, 26 | +845.91K | 20.74% |
| ENVESTNET ASSET MANAGEMENT INC | 823.08K | Jun 30, 26 | -58.61K | 17.53% |
| LPL Financial LLC | 257.50K | Jun 30, 26 | +1.75K | 5.48% |
| Envestnet Portfolio Solutions, Inc. | 156.29K | Jun 30, 26 | -13.43K | 3.33% |
| Cetera Investment Advisers | 56.45K | Jun 30, 26 | -5.63K | 1.20% |
| MML INVESTORS SERVICES, LLC | 44.55K | Jun 30, 26 | +4.09K | 0.95% |
| FLOW TRADERS U.S. LLC | 37.56K | Jun 30, 26 | -28.21K | 0.80% |
| ROYAL BANK OF CANADA | 35.41K | Jun 30, 26 | +4.97K | 0.75% |
| Cerity Partners LLC | 35.00K | Jun 30, 26 | +4.45K | 0.75% |
| GOLDMAN SACHS GROUP INC | 31.89K | Jun 30, 26 | +31.89K | 0.68% |
| RAYMOND JAMES FINANCIAL INC | 29.48K | Jun 30, 26 | +2.45K | 0.63% |
| Janney Montgomery Scott LLC | 28.43K | Jun 30, 26 | -184 | 0.61% |
| Advisory Services Network, LLC | 26.31K | Jun 30, 26 | +5.28K | 0.56% |
| THRIVENT FINANCIAL FOR LUTHERANS | 24.22K | Jun 30, 26 | +307 | 0.52% |
| Avise Financial Cooperative, Inc. | 21.74K | Jun 30, 26 | -1.68K | 0.46% |
| GeoWealth Management, LLC | 18.45K | Jun 30, 26 | +2.33K | 0.39% |
| One Wealth Advisors, LLC | 17.77K | Jun 30, 26 | -1.26K | 0.38% |
| OSAIC HOLDINGS, INC. | 12.83K | Jun 30, 26 | -1.11K | 0.27% |
| Steward Partners Investment Advisory, LLC | 12.22K | Jun 30, 26 | +465 | 0.26% |
| Equitable Holdings, Inc. | 12.13K | Jun 30, 26 | +57 | 0.26% |
| Merit Financial Group, LLC | 11.45K | Jun 30, 26 | +540 | 0.24% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 11.10K | Jun 30, 26 | -2.36K | 0.24% |
| Cambridge Investment Research Advisors, Inc. | 10.93K | Jun 30, 26 | -415 | 0.23% |
| Sanctuary Advisors, LLC | 10.74K | Jun 30, 26 | +422 | 0.23% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10.61K | Jun 30, 26 | +1.58K | 0.23% |
| Bank of New York Mellon Corp | 10.31K | Jun 30, 26 | -502 | 0.22% |
| OneDigital Investment Advisors LLC | 9.96K | Jun 30, 26 | -3.78K | 0.21% |
| Orion Porfolio Solutions, LLC | 9.90K | Jun 30, 26 | +590 | 0.21% |
| NewEdge Advisors, LLC | 9.76K | Jun 30, 26 | +2.32K | 0.21% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9.32K | Jun 30, 26 | -13.60K | 0.20% |
| AE Wealth Management LLC | 9.29K | Jun 30, 26 | +344 | 0.20% |
| Davis Wealth Advisors, LLC | 9.11K | Jun 30, 26 | -1.28K | 0.19% |
| Integrated Wealth Concepts LLC | 6.81K | Jun 30, 26 | -154 | 0.15% |
| HighTower Advisors, LLC | 6.74K | Jun 30, 26 | +588 | 0.14% |
| MA Private Wealth | 5.69K | Jun 30, 26 | -687 | 0.12% |
| JANE STREET GROUP, LLC | 4.94K | Jun 30, 26 | +4.94K | 0.11% |
| Snowden Capital Advisors LLC | 4.46K | Jun 30, 26 | -557 | 0.09% |
| Regal Investment Advisors LLC | 4.35K | Jun 30, 26 | +189 | 0.09% |
| RFG Advisory, LLC | 4.35K | Jun 30, 26 | -59 | 0.09% |
| World Investment Advisors | 3.93K | Jun 30, 26 | -59 | 0.08% |
| Savvy Advisors, Inc. | 3.67K | Jun 30, 26 | +3.67K | 0.08% |
| EverSource Wealth Advisors, LLC | 2.57K | Jun 30, 26 | -450 | 0.05% |
| Ashton Thomas Private Wealth, LLC | 2.35K | Jun 30, 26 | +2.01K | 0.05% |
| Capital Analysts, LLC | 2.01K | Jun 30, 26 | +311 | 0.04% |
| Rockefeller Capital Management L.P. | 1.99K | Jun 30, 26 | -560 | 0.04% |
| MERCER GLOBAL ADVISORS INC /ADV | 1.90K | Jun 30, 26 | +1.90K | 0.04% |
| Godfrey Financial Associates, Inc. | 1.71K | Jun 30, 26 | +1 | 0.04% |
| Gen-Wealth Partners Inc | 1.58K | Jun 30, 26 | +139 | 0.03% |
| Aptus Capital Advisors, LLC | 1.36K | Jun 30, 26 | -41 | 0.03% |
| UBS Group AG | 1.31K | Jun 30, 26 | -142 | 0.03% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1.19K | Jun 30, 26 | -- | 0.03% |
| Transamerica Financial Advisors, LLC | 858 | Jun 30, 26 | +444 | 0.02% |
| HARBOUR INVESTMENTS, INC. | 793 | Jun 30, 26 | -49 | 0.02% |
| JFS WEALTH ADVISORS, LLC | 657 | Jun 30, 26 | -104 | 0.01% |
| Rossby Financial, LCC | 623 | Jun 30, 26 | -197 | 0.01% |
| FIFTH THIRD BANCORP | 587 | Jun 30, 26 | -156 | 0.01% |
| Founders Financial Alliance, LLC | 524 | Jun 30, 26 | +524 | 0.01% |
| Global Retirement Partners, LLC | 451 | Jun 30, 26 | +451 | 0.01% |
| BlackRock, Inc. | 347 | Jun 30, 26 | -14 | 0.01% |
| Continuum Advisory, LLC | 345 | Jun 30, 26 | +345 | 0.01% |
| Birchwood Financial Partners, Inc. | 296 | Jun 30, 26 | +5 | 0.01% |
| Milestone Investment Advisors LLC | 281 | Jun 30, 26 | +5 | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 236 | Jun 30, 26 | -55 | 0.01% |
| EFG International AG | 197 | Jun 30, 26 | +5 | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 187 | Jun 30, 26 | +23 | 0.00% |
| Parallel Advisors, LLC | 182 | Jun 30, 26 | +182 | 0.00% |
| MORGAN STANLEY | 167 | Jun 30, 26 | -169 | 0.00% |
| IFG Advisory, LLC | 139 | Jun 30, 26 | +139 | 0.00% |
| 1 NORTH WEALTH SERVICES LLC | 130 | Jun 30, 26 | -- | 0.00% |
| WELLS FARGO & COMPANY/MN | 104 | Jun 30, 26 | +4 | 0.00% |
| WealthShield Partners, LLC | 100 | Jun 30, 26 | +8 | 0.00% |
| Golden State Wealth Management, LLC | 99 | Jun 30, 26 | -- | 0.00% |
| Timbuktu Capital Management, LLC | 97 | Jun 30, 26 | +97 | 0.00% |
| Arax Advisory Partners | 79 | Jun 30, 26 | +79 | 0.00% |
| Kilter Group LLC | 74 | Jun 30, 26 | -3 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 53 | Jun 30, 26 | +1 | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 36 | Jun 30, 26 | +36 | 0.00% |
| Key Capital Management, INC | 11 | Jun 30, 26 | -2 | 0.00% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 6 | Jun 30, 26 | -- | 0.00% |
| MAI Capital Management | -- | Jun 30, 26 | -64 | -- |
| Investor's Fiduciary Advisor Network, LLC | -- | Jun 30, 26 | -6.09K | -- |
| GUARDIAN WEALTH ADVISORS, LLC / NC | -- | Jun 30, 26 | -205 | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -36.87K | -- |
| TWIN PEAKS WEALTH ADVISORS, LLC | -- | Jun 30, 26 | -1.16K | -- |
| Gateway Wealth Partners, LLC | -- | Jun 30, 26 | -6.20K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -230 | -- |
| CWM, LLC | 34.41K | Mar 31, 26 | +32.13K | 0.73% |
| Austin Private Wealth, LLC | 6.23K | Dec 31, 25 | -1.88K | 0.13% |
| COMERICA BANK | 757 | Dec 31, 25 | -366 | 0.02% |
| CIBC Private Wealth Group LLC | 645 | Dec 31, 25 | +645 | 0.01% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -178 | -- |
| Elios Financial Group Inc. | 8.71K | Jun 30, 25 | +178 | 0.19% |
| AVANTAX ADVISORY SERVICES, INC. | 5.30K | Jun 30, 25 | +132 | 0.11% |
| First Horizon Advisors, Inc. | 3.33K | Jun 30, 25 | +1.20K | 0.07% |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 417 | Jun 30, 25 | +417 | 0.01% |
| Capital A Wealth Management, LLC | -- | Jun 30, 25 | -205 | -- |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -24.51K | -- |
| Orion Portfolio Solutions, LLC | 8.18K | Mar 31, 25 | +378 | 0.17% |
| Sugarloaf Wealth Management, LLC | 50 | Dec 31, 24 | -1.13K | 0.00% |
| TCWP LLC | 8.09K | Jun 30, 24 | -940 | 0.17% |
| BlackRock Inc. | 506 | Jun 30, 24 | +1 | 0.01% |
| CREDIT SUISSE AG/ | 1.48M | Mar 31, 24 | -- | 31.52% |
| Cetera Advisor Networks LLC | 12.77K | Mar 31, 24 | -93 | 0.27% |
| Cetera Advisors LLC | 12.57K | Mar 31, 24 | +6.08K | 0.27% |
| WEALTHSOURCE PARTNERS, LLC | 13.54K | Dec 31, 23 | +4.27K | 0.29% |
| DFPG INVESTMENTS, LLC | 7.75K | Dec 31, 23 | +790 | 0.16% |
