| Worth Asset Management, LLC | -- | Sep 30, 26 | -3.96K | -- |
| MADDEN SECURITIES Corp | 180.75K | Jun 30, 26 | +19.56K | 4.17% |
| Retirement Planning Group | 73.16K | Jun 30, 26 | +13.71K | 1.69% |
| ROYAL BANK OF CANADA | 64.20K | Jun 30, 26 | +922 | 1.48% |
| CITADEL ADVISORS LLC | 40.37K | Jun 30, 26 | -107.90K | 0.93% |
| STIFEL FINANCIAL CORP | 40.34K | Jun 30, 26 | +32.70K | 0.93% |
| StoneCrest Wealth Management, Inc. | 33.58K | Jun 30, 26 | +33.58K | 0.77% |
| TCG Advisory Services, LLC | 29.80K | Jun 30, 26 | +2.50K | 0.69% |
| Quotient Wealth Partners, LLC | 25.09K | Jun 30, 26 | +13.45K | 0.58% |
| Delta Investment Management, LLC | 18.56K | Jun 30, 26 | +9.40K | 0.43% |
| LPL Financial LLC | 18.36K | Jun 30, 26 | +18.36K | 0.42% |
| MSH Capital Advisors LLC | 16.06K | Jun 30, 26 | +16.06K | 0.37% |
| Keebeck Wealth Management, LLC | 15.90K | Jun 30, 26 | +10.90K | 0.37% |
| HRT FINANCIAL LP | 15.66K | Jun 30, 26 | +10.20K | 0.36% |
| TRUIST FINANCIAL CORP | 13.55K | Jun 30, 26 | +13.55K | 0.31% |
| Mariner, LLC | 12.50K | Jun 30, 26 | +12.50K | 0.29% |
| CreativeOne Wealth, LLC | 10.60K | Jun 30, 26 | +10.60K | 0.24% |
| ENTREWEALTH, LLC | 10.00K | Jun 30, 26 | +10.00K | 0.23% |
| CAP Partners, LLC | 9.60K | Jun 30, 26 | +4.16K | 0.22% |
| Cambridge Investment Research Advisors, Inc. | 8.87K | Jun 30, 26 | +2.02K | 0.20% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 8.30K | Jun 30, 26 | +8.30K | 0.19% |
| Diversify Advisory Services, LLC | 7.96K | Jun 30, 26 | +7.96K | 0.18% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 7.96K | Jun 30, 26 | +7.96K | 0.18% |
| Sunpointe, LLC | 5.63K | Jun 30, 26 | +5.63K | 0.13% |
| New England Private Wealth Advisors LLC | 5.58K | Jun 30, 26 | +544 | 0.13% |
| HB Wealth Management, LLC | 5.26K | Jun 30, 26 | -- | 0.12% |
| Naviter Wealth, LLC | 5.25K | Jun 30, 26 | -2.12K | 0.12% |
| JANE STREET GROUP, LLC | 3.95K | Jun 30, 26 | -246.95K | 0.09% |
| Strategic Wealth Partners, Ltd. | 3.77K | Jun 30, 26 | +3.77K | 0.09% |
| Newbridge Financial Services Group, Inc. | 3.12K | Jun 30, 26 | +773 | 0.07% |
| Steward Partners Investment Advisory, LLC | 2.72K | Jun 30, 26 | +2.52K | 0.06% |
| Integrated Wealth Concepts LLC | 1.66K | Jun 30, 26 | +1.66K | 0.04% |
| ADIRONDACK TRUST CO | 727 | Jun 30, 26 | +237 | 0.02% |
| Capital Investment Advisory Services, LLC | 400 | Jun 30, 26 | +400 | 0.01% |
| HARBOUR INVESTMENTS, INC. | 378 | Jun 30, 26 | +18 | 0.01% |
| Global Retirement Partners, LLC | 276 | Jun 30, 26 | +276 | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 262 | Jun 30, 26 | +205 | 0.01% |
| SALEM INVESTMENT COUNSELORS INC | 250 | Jun 30, 26 | +200 | 0.01% |
| FINANCIAL CONSULATE, INC | 250 | Jun 30, 26 | -- | 0.01% |
| WELLS FARGO & COMPANY/MN | 113 | Jun 30, 26 | +113 | 0.00% |
| UBS Group AG | 60 | Jun 30, 26 | +60 | 0.00% |
| COMPASS FINANCIAL MANAGEMENT LLC | 50 | Jun 30, 26 | +50 | 0.00% |
| Medallion Wealth Advisors, LLC | 50 | Jun 30, 26 | +50 | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 47 | Jun 30, 26 | +47 | 0.00% |
| Lodestone Wealth Management LLC | 38 | Jun 30, 26 | +2 | 0.00% |
| Atlantic Edge Private Wealth Management, LLC | 25 | Jun 30, 26 | -- | 0.00% |
| Navis Wealth Advisors, LLC | -- | Jun 30, 26 | -18.52K | -- |
| Aptus Capital Advisors, LLC | -- | Jun 30, 26 | -520 | -- |
| COMMONWEALTH EQUITY SERVICES, LLC | -- | Jun 30, 26 | -13.71K | -- |
| BRASADA CAPITAL MANAGEMENT, LP | -- | Jun 30, 26 | -7.50K | -- |
| CWM, LLC | 672 | Mar 31, 26 | +672 | 0.02% |
| Winslow, Evans & Crocker, Inc. | -- | Dec 31, 20 | -570 | -- |
| Wealthspire Advisors, L.P. | 12.48K | Sep 30, 20 | -- | 0.29% |
| CIBC BANK USA | 1.38M | Dec 31, 19 | +445.11K | 31.85% |
| Advisor Group, Inc. | 11.93K | Dec 31, 19 | -1.35K | 0.27% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 6.74K | Dec 31, 19 | -3.91K | 0.16% |
| COBIZ WEALTH, LLC | 44.42K | Jun 30, 19 | -34.99K | 1.02% |
| Vantage Investment Advisors, LLC | -- | Sep 30, 18 | -905 | -- |
| Edge Advisors, LLC | 21.43K | Jun 30, 18 | -- | 0.49% |
| Mosaic Financial Partners, Inc. | -- | Jun 30, 18 | -363.60K | -- |
| SteelBridge Private Wealth Advisors LLC | 9.83K | Mar 31, 18 | -- | 0.23% |
| BB&T INVESTMENT SERVICES, INC. | -- | Dec 31, 17 | -2.63K | -- |
| Commonwealth Equity Services, Inc | 108.11K | Jun 30, 17 | +12.10K | 2.49% |
| Virtu KCG Holdings LLC | 9.31K | Jun 30, 17 | +9.31K | 0.21% |
| WFG Advisors, LP | 400 | Jun 30, 17 | -- | 0.01% |
| INTEGRATED WEALTH COUNSEL, LLC | 146.72K | Dec 31, 16 | -13.13K | 3.38% |
| MSI Financial Services Inc | 9.95K | Dec 31, 16 | -3.02K | 0.23% |
| BlackRock Investment Management, LLC | -- | Dec 31, 16 | -1.00K | -- |
| CITY NATIONAL BANK | -- | Sep 30, 15 | -6.94K | -- |
| Bank of Kentucky, Inc. | 5.74K | Mar 31, 15 | +5.74K | 0.13% |
| BOSTON PRIVATE BANK & TRUST CO | 1.35K | Mar 31, 15 | -- | 0.03% |
| BAIRD ROBERT W & CO INC /WI/ | -- | Mar 31, 15 | -5.30K | -- |
| NEW ENGLAND SECURITIES CORP /MA/ | 5.07K | Dec 31, 14 | +302 | 0.12% |
| Placemark Investments, Inc. | -- | Dec 31, 14 | -63.63K | -- |
| UBS AG | 2.92K | Sep 30, 14 | +2.92K | 0.07% |
| 1919 Investment Counsel, LLC | 677 | Sep 30, 14 | +208 | 0.02% |
| KMS FINANCIAL SERVICES, INC | -- | Jun 30, 14 | -5.87K | -- |
| Jane Street Holding, LLC | 9.05K | Dec 31, 13 | +9.05K | 0.21% |