| Bank of New York Mellon Corp | 1.72M | Sep 30, 26 | -9.94K | 7.68% |
| Cambridge Investment Research Advisors, Inc. | 1.01M | Sep 30, 26 | +60.98K | 4.50% |
| LPL Financial LLC | 519.96K | Sep 30, 26 | +871 | 2.33% |
| COMPOSITION WEALTH, LLC | 512.75K | Sep 30, 26 | +86.65K | 2.29% |
| BOLTON SECURITIES CORPORATION | 503.70K | Sep 30, 26 | +3.88K | 2.25% |
| Koss-Olinger Consulting, LLC | 459.24K | Sep 30, 26 | +156.95K | 2.05% |
| Westfuller Advisors, LLC | 318.29K | Sep 30, 26 | +5.17K | 1.42% |
| Focus Partners Wealth | 316.78K | Sep 30, 26 | +6.57K | 1.42% |
| CGN Advisors LLC | 297.49K | Sep 30, 26 | -155.41K | 1.33% |
| rebel Financial LLC | 200.51K | Sep 30, 26 | +87.58K | 0.90% |
| ASSETMARK, INC | 199.46K | Sep 30, 26 | +19.86K | 0.89% |
| Stanich Group LLC | 192.57K | Sep 30, 26 | +192.57K | 0.86% |
| Perigon Wealth Management, LLC | 178.92K | Sep 30, 26 | -6.04K | 0.80% |
| Colorado Capital Management, Inc. | 169.93K | Sep 30, 26 | +8.41K | 0.76% |
| Boston Standard Wealth Management, LLC | 152.96K | Sep 30, 26 | +3.01K | 0.68% |
| PARK AVENUE SECURITIES LLC | 140.60K | Sep 30, 26 | +6.03K | 0.63% |
| Evolution Advisers, Inc. | 121.26K | Sep 30, 26 | -4.64K | 0.54% |
| UBS Group AG | 112.69K | Sep 30, 26 | -1.90K | 0.50% |
| Integrated Advisors Network LLC | 108.91K | Sep 30, 26 | +78.70K | 0.49% |
| XY Planning Network, Inc. | 105.67K | Sep 30, 26 | -37.64K | 0.47% |
| Silver Oak Advisory Group, Inc. | 102.53K | Sep 30, 26 | +792 | 0.46% |
| UMB Bank, n.a. | 91.18K | Sep 30, 26 | +3.35K | 0.41% |
| JPMORGAN CHASE & CO | 80.80K | Sep 30, 26 | -123.31K | 0.36% |
| HighTower Advisors, LLC | 75.76K | Sep 30, 26 | +18 | 0.34% |
| CITIGROUP INC | 70.73K | Sep 30, 26 | +2.52K | 0.32% |
| Olde Wealth Management, LLC | 66.49K | Sep 30, 26 | -22.95K | 0.30% |
| SAX WEALTH ADVISORS, LLC | 62.06K | Sep 30, 26 | +62.06K | 0.28% |
| A&I FINANCIAL SERVICES, LLC | 57.23K | Sep 30, 26 | +1.79K | 0.26% |
| OneDigital Investment Advisors LLC | 54.36K | Sep 30, 26 | +11.61K | 0.24% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 53.91K | Sep 30, 26 | -1.08K | 0.24% |
| Wealthfront Advisers LLC | 44.29K | Sep 30, 26 | +54 | 0.20% |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 40.27K | Sep 30, 26 | -2.11K | 0.18% |
| Private Advisor Group, LLC | 38.59K | Sep 30, 26 | -670 | 0.17% |
| OSAIC HOLDINGS, INC. | 38.04K | Sep 30, 26 | +679 | 0.17% |
| US BANCORP \DE\ | 37.85K | Sep 30, 26 | -433 | 0.17% |
| BayBridge Capital Group, LLC | 36.45K | Sep 30, 26 | +2.61K | 0.16% |
| D.A. DAVIDSON & CO. | 36.29K | Sep 30, 26 | -- | 0.16% |
| Creative Planning | 35.74K | Sep 30, 26 | -10.31K | 0.16% |
| Atria Investments, Inc | 35.11K | Sep 30, 26 | +691 | 0.16% |
| Allworth Financial LP | 32.87K | Sep 30, 26 | +27 | 0.15% |
| Kelman-Lazarov, Inc. | 31.94K | Sep 30, 26 | +24 | 0.14% |
| Wealthcare Advisory Partners LLC | 31.13K | Sep 30, 26 | -1.37K | 0.14% |
| Townsend Financial Planning, LLC | 29.76K | Sep 30, 26 | +542 | 0.13% |
| JGP Wealth Management, LLC | 27.82K | Sep 30, 26 | +10.24K | 0.12% |
| Orion Porfolio Solutions, LLC | 27.77K | Sep 30, 26 | +8.16K | 0.12% |
| STIFEL FINANCIAL CORP | 27.64K | Sep 30, 26 | +2.20K | 0.12% |
| RAYMOND JAMES FINANCIAL INC | 27.02K | Sep 30, 26 | +2.89K | 0.12% |
| Gerber Kawasaki Wealth & Investment Management | 25.41K | Sep 30, 26 | +1.25K | 0.11% |
| MISSION WEALTH MANAGEMENT, LP | 22.80K | Sep 30, 26 | -9.26K | 0.10% |
| Avantax Planning Partners, Inc. | 22.69K | Sep 30, 26 | +2.75K | 0.10% |
| Vise Technologies, Inc. | 20.77K | Sep 30, 26 | +20.77K | 0.09% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 20.47K | Sep 30, 26 | +8.07K | 0.09% |
| Canal Capital Management, LLC | 20.14K | Sep 30, 26 | +205 | 0.09% |
| Aaron Wealth Advisors LLC | 19.98K | Sep 30, 26 | +7.97K | 0.09% |
| Sound View Wealth Advisors Group, LLC | 19.75K | Sep 30, 26 | -- | 0.09% |
| Walkner Condon Financial Advisors LLC | 18.73K | Sep 30, 26 | -2.80K | 0.08% |
| LIFELONG WEALTH ADVISORS, INC. | 18.20K | Sep 30, 26 | +764 | 0.08% |
| NATURAL INVESTMENTS, LLC | 16.82K | Sep 30, 26 | +1.52K | 0.08% |
| Etesian Wealth Advisors, Inc. | 16.79K | Sep 30, 26 | -1.76K | 0.08% |
| SGL Investment Advisors, Inc. | 16.51K | Sep 30, 26 | +1.24K | 0.07% |
| Cherry Tree Wealth Management, LLC | 15.78K | Sep 30, 26 | +2.75K | 0.07% |
| COMMONWEALTH EQUITY SERVICES, LLC | 15.10K | Sep 30, 26 | -7.84K | 0.07% |
| Parallel Advisors, LLC | 14.85K | Sep 30, 26 | -- | 0.07% |
| Valtinson Bruner Financial Planning LLC | 13.31K | Sep 30, 26 | -4 | 0.06% |
| Triad Wealth Partners, LLC | 12.41K | Sep 30, 26 | +510 | 0.06% |
| McAdam, LLC | 11.82K | Sep 30, 26 | +12 | 0.05% |
| Avior Wealth Management, LLC | 11.32K | Sep 30, 26 | +116 | 0.05% |
| BRIGHTON JONES LLC | 11.10K | Sep 30, 26 | +107 | 0.05% |
| LexAurum Advisors, LLC | 11.01K | Sep 30, 26 | +11.01K | 0.05% |
| Alpha Financial Advisors, LLC | 10.90K | Sep 30, 26 | +10.90K | 0.05% |
| Johnson Financial Group, LLC | 10.68K | Sep 30, 26 | -- | 0.05% |
| LOCKERMAN FINANCIAL GROUP, INC. | 10.65K | Sep 30, 26 | -126 | 0.05% |
| Chesley Taft & Associates LLC | 10.20K | Sep 30, 26 | +10.20K | 0.05% |
| Clearview Wealth Management LLC | 10.05K | Sep 30, 26 | -- | 0.04% |
| Atlas Legacy Advisors, LLC | 9.80K | Sep 30, 26 | +9.80K | 0.04% |
| TCFG Investment Advisors, LLC | 9.68K | Sep 30, 26 | -- | 0.04% |
| Wealth Enhancement Trust Services, Inc. | 9.61K | Sep 30, 26 | -- | 0.04% |
| First Pacific Financial | 8.95K | Sep 30, 26 | +589 | 0.04% |
| Millstone Evans Group, LLC | 8.10K | Sep 30, 26 | -- | 0.04% |
| Rossby Financial, LCC | 7.02K | Sep 30, 26 | +466 | 0.03% |
| Smartleaf Asset Management LLC | 6.29K | Sep 30, 26 | +4.88K | 0.03% |
| J. R. Prunier Capital Management LLC | 6.28K | Sep 30, 26 | -2.21K | 0.03% |
| IAG Wealth Partners, LLC | 5.38K | Sep 30, 26 | -- | 0.02% |
| Three Bearings Fiduciary Advisors, Inc. | 4.41K | Sep 30, 26 | +1.09K | 0.02% |
| MJT & Associates Financial Advisory Group, Inc. | 4.08K | Sep 30, 26 | +228 | 0.02% |
| Birchwood Financial Partners, Inc. | 3.65K | Sep 30, 26 | +37 | 0.02% |
| Measured Wealth Private Client Group, LLC | 2.74K | Sep 30, 26 | -- | 0.01% |
| Blue Trust, Inc. | 2.73K | Sep 30, 26 | +2.73K | 0.01% |
| Quaker Wealth Management, LLC | 2.71K | Sep 30, 26 | +3 | 0.01% |
| Hickory Point Bank & Trust | 2.20K | Sep 30, 26 | +2.20K | 0.01% |
| Atlantic Union Bankshares Corp | 2.09K | Sep 30, 26 | -- | 0.01% |
| FMR LLC | 2.09K | Sep 30, 26 | +82 | 0.01% |
| Tidemark, LLC | 1.93K | Sep 30, 26 | -- | 0.01% |
| FRANKLIN TEMPLETON INC | 1.82K | Sep 30, 26 | +48 | 0.01% |
| TFC Financial Management, Inc. | 1.78K | Sep 30, 26 | -- | 0.01% |
| Kingdom Financial Group LLC. | 1.76K | Sep 30, 26 | +6 | 0.01% |
| Covestor Ltd | 1.68K | Sep 30, 26 | +396 | 0.01% |
| Buck Wealth Strategies, LLC | 1.52K | Sep 30, 26 | -1.14K | 0.01% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1.24K | Sep 30, 26 | +39 | 0.01% |
| Westside Investment Management, Inc. | 1.02K | Sep 30, 26 | -- | 0.00% |
| Bank of New Hampshire | 780 | Sep 30, 26 | -- | 0.00% |
| Global Retirement Partners, LLC | 625 | Sep 30, 26 | +625 | 0.00% |
| HARBOUR INVESTMENTS, INC. | 461 | Sep 30, 26 | -- | 0.00% |
| PROFFITT & GOODSON INC | 453 | Sep 30, 26 | -- | 0.00% |
| EverSource Wealth Advisors, LLC | 415 | Sep 30, 26 | -- | 0.00% |
| Farther Finance Advisors, LLC | 274 | Sep 30, 26 | +273 | 0.00% |
| Smithfield Trust Co | 211 | Sep 30, 26 | -- | 0.00% |
| JANE STREET GROUP, LLC | -- | Sep 30, 26 | -10.39K | -- |
| Legacy Financial Group LLC | -- | Sep 30, 26 | -11.91K | -- |
| Sensenig Capital Advisors, Inc | -- | Sep 30, 26 | -9.86K | -- |
| RETIREMENT CAPITAL STRATEGIES | -- | Sep 30, 26 | -125.26K | -- |
| MORGAN STANLEY | 2.07M | Jun 30, 26 | +102.47K | 9.28% |
| ENVESTNET ASSET MANAGEMENT INC | 1.66M | Jun 30, 26 | +121.18K | 7.44% |
| WCG Wealth Advisors LLC | 539.37K | Jun 30, 26 | -221.70K | 2.41% |
| Westfuller Advisors, LLC | 313.12K | Jun 30, 26 | -3.91K | 1.40% |
| BANK OF AMERICA CORP /DE/ | 261.32K | Jun 30, 26 | -1.63K | 1.17% |
| MERCER GLOBAL ADVISORS INC /ADV | 236.68K | Jun 30, 26 | +236.68K | 1.06% |
| JPMORGAN CHASE & CO | 204.12K | Jun 30, 26 | +172.22K | 0.91% |
| Vestmark Advisory Solutions, Inc. | 143.05K | Jun 30, 26 | -27.96K | 0.64% |
| Beacon Pointe Advisors, LLC | 127.07K | Jun 30, 26 | +15.44K | 0.57% |
| RETIREMENT CAPITAL STRATEGIES | 125.26K | Jun 30, 26 | +136 | 0.56% |
| WELLS FARGO & COMPANY/MN | 115.10K | Jun 30, 26 | -11.15K | 0.51% |
| UBS Group AG | 114.58K | Jun 30, 26 | -8.16K | 0.51% |
| ROYAL BANK OF CANADA | 111.56K | Jun 30, 26 | -21.75K | 0.50% |
| MAYPORT, LLC | 94.10K | Jun 30, 26 | -- | 0.42% |
| MML INVESTORS SERVICES, LLC | 71.71K | Jun 30, 26 | +4.78K | 0.32% |
| Rockefeller Capital Management L.P. | 66.24K | Jun 30, 26 | -12.74K | 0.30% |
| Cetera Investment Advisers | 59.93K | Jun 30, 26 | +80 | 0.27% |
| CITADEL ADVISORS LLC | 51.66K | Jun 30, 26 | +4.00K | 0.23% |
| NewEdge Advisors, LLC | 44.25K | Jun 30, 26 | +12.30K | 0.20% |
| OSAIC HOLDINGS, INC. | 37.36K | Jun 30, 26 | +17.65K | 0.17% |
| WNY Asset Management, LLC | 33.65K | Jun 30, 26 | +301 | 0.15% |
| GOLDMAN SACHS GROUP INC | 32.67K | Jun 30, 26 | -31.70K | 0.15% |
| SageView Advisory Group, LLC | 26.37K | Jun 30, 26 | -9.48K | 0.12% |
| STIFEL FINANCIAL CORP | 25.44K | Jun 30, 26 | +527 | 0.11% |
| RAYMOND JAMES FINANCIAL INC | 24.13K | Jun 30, 26 | -2.33K | 0.11% |
| EVOLVE PRIVATE WEALTH, LLC | 20.91K | Jun 30, 26 | +1.63K | 0.09% |
| Orion Porfolio Solutions, LLC | 19.61K | Jun 30, 26 | +2.19K | 0.09% |
| Sanctuary Advisors, LLC | 19.44K | Jun 30, 26 | +5.67K | 0.09% |
| Legacy Financial Group LLC | 11.91K | Jun 30, 26 | -9.00K | 0.05% |
| JANE STREET GROUP, LLC | 10.39K | Jun 30, 26 | -29.48K | 0.05% |
| Stratos Wealth Partners, LTD. | 9.63K | Jun 30, 26 | -- | 0.04% |
| Millstone Evans Group, LLC | 8.10K | Jun 30, 26 | -- | 0.04% |
| Ameritas Investment Partners, Inc. | 7.58K | Jun 30, 26 | -101 | 0.03% |
| Financial Gravity Companies, Inc. | 3.72K | Jun 30, 26 | +3.72K | 0.02% |
| Three Bearings Fiduciary Advisors, Inc. | 3.32K | Jun 30, 26 | -- | 0.01% |
| Atlantic Union Bankshares Corp | 2.09K | Jun 30, 26 | -- | 0.01% |
| FRANKLIN TEMPLETON INC | 1.77K | Jun 30, 26 | +1.77K | 0.01% |
| Orion Capital Management LLC | 1.60K | Jun 30, 26 | -- | 0.01% |
| FIDUCIARY FINANCIAL ADVISORS | 1.00K | Jun 30, 26 | +1.00K | 0.00% |
| Aptus Capital Advisors, LLC | 562 | Jun 30, 26 | +63 | 0.00% |
| PROFFITT & GOODSON INC | 453 | Jun 30, 26 | +3 | 0.00% |
| Arkos Global Advisors | -- | Jun 30, 26 | -3.39K | -- |
| MAI Capital Management | -- | Jun 30, 26 | -682 | -- |
| Davis Wealth Advisors, LLC | -- | Jun 30, 26 | -14.40K | -- |
| WealthShield Partners, LLC | -- | Jun 30, 26 | -248 | -- |
| FLOW TRADERS U.S. LLC | -- | Jun 30, 26 | -79.42K | -- |
| Charter Oak Capital Management, LLC | 271.73K | Mar 31, 26 | +1.38K | 1.22% |
| TCFG WEALTH MANAGEMENT, LLC | 9.68K | Mar 31, 26 | -- | 0.04% |
| CWM, LLC | 6.42K | Mar 31, 26 | -200 | 0.03% |
| Financial Gravity Asset Management, Inc. | 3.72K | Mar 31, 26 | -- | 0.02% |
| Litman Gregory Wealth Management LLC | 64.22K | Dec 31, 25 | +16.65K | 0.29% |
| LongView Asset Management LLC | -- | Dec 31, 25 | -9.28K | -- |
| COMERICA BANK | -- | Dec 31, 25 | -17 | -- |
| Gitterman Wealth Management, LLC | 36.75K | Sep 30, 25 | +2.53K | 0.16% |
| FIRST NATIONAL CORP /MA/ /ADV | 9.27K | Sep 30, 25 | +9.27K | 0.04% |
| Cable Hill Partners, LLC | 48.37K | Mar 31, 25 | +1.07K | 0.22% |
| Diversified, LLC | 37.61K | Sep 30, 24 | +14 | 0.17% |
| RAYMOND JAMES & ASSOCIATES | 25.89K | Sep 30, 24 | -533 | 0.12% |
| Raymond James Financial Services Advisors, Inc. | 13.64K | Sep 30, 24 | +590 | 0.06% |
| Cetera Advisors LLC | 12.17K | Mar 31, 24 | +2.66K | 0.05% |
| COLONY GROUP LLC | 268.95K | Sep 30, 23 | +12.91K | 1.20% |
| BerganKDV Wealth Management, LLC | 241.68K | Jun 30, 23 | +55.94K | 1.08% |
| Financial Architects, Inc | 78.10K | Jun 30, 23 | -30.19K | 0.35% |
| TimeScale Financial, Inc. | 17.72K | Jun 30, 23 | -- | 0.08% |
| STONNINGTON GROUP, LLC | 9.30K | Mar 31, 23 | -- | 0.04% |
| Baldrige Asset Management LLC | 3.03K | Mar 31, 23 | -- | 0.01% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 70 | Mar 31, 23 | -- | 0.00% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 65.56K | Sep 30, 22 | -1.46K | 0.29% |
| American Portfolios Advisors | 12.11K | Sep 30, 22 | +2.05K | 0.05% |
| C-J Advisory, Inc. | 86.80K | Sep 30, 21 | +2.55K | 0.39% |
| Pinnacle Advisory Group, Inc. | 10.32K | Mar 31, 21 | +2.62K | 0.05% |
| Winslow, Evans & Crocker, Inc. | 700 | Dec 31, 20 | +700 | 0.00% |
| LifePlan Financial Group, Inc | 448 | Sep 30, 20 | -- | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 37.89K | Dec 31, 19 | +6.05K | 0.17% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 998 | Sep 30, 19 | -- | 0.00% |
| WealthTrust Fairport, LLC | 931 | Mar 31, 19 | +319 | 0.00% |
| Vestpro Financial Partners, Inc. dba CPF Texas | 1.08K | Sep 30, 18 | +1.08K | 0.00% |
