| GoalVest Advisory LLC | 2.18K | Sep 30, 26 | -- | 0.01% |
| VICTORY CAPITAL MANAGEMENT INC | 5.66M | Jun 30, 26 | -- | 28.19% |
| BANK OF AMERICA CORP /DE/ | 2.05M | Jun 30, 26 | +1.08M | 10.20% |
| Janney Montgomery Scott LLC | 1.50M | Jun 30, 26 | +211.75K | 7.48% |
| LPL Financial LLC | 1.43M | Jun 30, 26 | +276.48K | 7.15% |
| RAYMOND JAMES FINANCIAL INC | 1.31M | Jun 30, 26 | +78.86K | 6.51% |
| TRUIST FINANCIAL CORP | 1.06M | Jun 30, 26 | +176.90K | 5.30% |
| Integrated Wealth Concepts LLC | 682.67K | Jun 30, 26 | -11.88K | 3.40% |
| Rockefeller Capital Management L.P. | 595.96K | Jun 30, 26 | -2.62K | 2.97% |
| MORGAN STANLEY | 453.80K | Jun 30, 26 | -86.09K | 2.26% |
| ROYAL BANK OF CANADA | 405.92K | Jun 30, 26 | -66.38K | 2.02% |
| ENVESTNET ASSET MANAGEMENT INC | 383.31K | Jun 30, 26 | +189.09K | 1.91% |
| STIFEL FINANCIAL CORP | 355.18K | Jun 30, 26 | +41.89K | 1.77% |
| MBL Wealth, LLC | 261.18K | Jun 30, 26 | +3.22K | 1.30% |
| Steward Partners Investment Advisory, LLC | 156.96K | Jun 30, 26 | +109.88K | 0.78% |
| D.A. DAVIDSON & CO. | 111.55K | Jun 30, 26 | +3.50K | 0.56% |
| Huntleigh Advisors, Inc. | 106.35K | Jun 30, 26 | +6.80K | 0.53% |
| Fairvoy Private Wealth, LLC | 100.69K | Jun 30, 26 | +27.60K | 0.50% |
| Summit Financial, LLC | 99.84K | Jun 30, 26 | -2.09K | 0.50% |
| Cambridge Investment Research Advisors, Inc. | 79.77K | Jun 30, 26 | +2.50K | 0.40% |
| Tradition Wealth Management, LLC | 78.84K | Jun 30, 26 | -915 | 0.39% |
| ADVISOR GROUP HOLDINGS, INC. | 63.55K | Jun 30, 26 | +5.13K | 0.32% |
| Kuhn & Co Investment Counsel | 54.53K | Jun 30, 26 | -7.52K | 0.27% |
| DAVENPORT & Co LLC | 54.20K | Jun 30, 26 | +20.61K | 0.27% |
| Gladstone Institutional Advisory LLC | 52.21K | Jun 30, 26 | +2.40K | 0.26% |
| FIRETHORN WEALTH PARTNERS, LLC | 40.58K | Jun 30, 26 | +4.79K | 0.20% |
| Coastal Bridge Advisors, LLC | 37.16K | Jun 30, 26 | +1.06K | 0.19% |
| Capital Analysts, LLC | 35.49K | Jun 30, 26 | +12.20K | 0.18% |
| Gotham Asset Management, LLC | 34.45K | Jun 30, 26 | -- | 0.17% |
| J.W. COLE ADVISORS, INC. | 34.09K | Jun 30, 26 | +26.97K | 0.17% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 31.88K | Jun 30, 26 | +6.17K | 0.16% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 31.34K | Jun 30, 26 | -964 | 0.16% |
| Sanctuary Advisors, LLC | 28.00K | Jun 30, 26 | +141 | 0.14% |
| Arkadios Wealth Advisors | 22.93K | Jun 30, 26 | +322 | 0.11% |
| Private Advisor Group, LLC | 22.22K | Jun 30, 26 | -1.67K | 0.11% |
| Cetera Investment Advisers | 15.94K | Jun 30, 26 | +15.94K | 0.08% |
| Pine Valley Investments Ltd Liability Co | 15.20K | Jun 30, 26 | +1.75K | 0.08% |
| CARY STREET PARTNERS FINANCIAL LLC | 14.95K | Jun 30, 26 | -400 | 0.07% |
| STEPHENS INC /AR/ | 14.60K | Jun 30, 26 | -- | 0.07% |
| Concurrent Investment Advisors, LLC | 13.79K | Jun 30, 26 | +6.39K | 0.07% |
| Leverty Financial Group, LLC | 13.13K | Jun 30, 26 | -1.58K | 0.07% |
| WEALTH EFFECTS LLC | 12.73K | Jun 30, 26 | -301 | 0.06% |
| GENTRY PRIVATE WEALTH, LLC | 10.51K | Jun 30, 26 | -8.19K | 0.05% |
| HighTower Advisors, LLC | 7.47K | Jun 30, 26 | +2 | 0.04% |
| JPMORGAN CHASE & CO | 7.40K | Jun 30, 26 | -2.56K | 0.04% |
| Broadway Wealth Solutions, Inc. | 5.09K | Jun 30, 26 | -- | 0.03% |
| FIFTH THIRD BANCORP | 4.66K | Jun 30, 26 | +3 | 0.02% |
| Aptus Capital Advisors, LLC | 4.40K | Jun 30, 26 | +4.40K | 0.02% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3.98K | Jun 30, 26 | -- | 0.02% |
| PRIVATE TRUST CO NA | 570 | Jun 30, 26 | +570 | 0.00% |
| ASSETMARK, INC | 224 | Jun 30, 26 | -- | 0.00% |
| Abound Wealth Management | 136 | Jun 30, 26 | -- | 0.00% |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -28.47K | -- |
| NewEdge Advisors, LLC | -- | Jun 30, 26 | -35 | -- |
| TWO SIGMA INVESTMENTS, LP | -- | Jun 30, 26 | -39.20K | -- |
| Allworth Financial LP | -- | Jun 30, 26 | -1.67K | -- |
| COMERICA BANK | 4.48K | Dec 31, 25 | -- | 0.02% |
| Atria Wealth Solutions, Inc. | 7.97K | Jun 30, 25 | +7.97K | 0.04% |
| TAP Consulting, LLC | 88.16K | Dec 31, 24 | +4.59K | 0.44% |
| TrinityPoint Wealth, LLC | 28.10K | Dec 31, 24 | +8.23K | 0.14% |
| RAYMOND JAMES & ASSOCIATES | 540.40K | Sep 30, 24 | +22.14K | 2.69% |
| Raymond James Financial Services Advisors, Inc. | 358.85K | Sep 30, 24 | +32.23K | 1.79% |