| Choate Investment Advisors | 5.82M | Jun 30, 26 | -274.70K | 16.76% |
| Cerity Partners LLC | 3.36M | Jun 30, 26 | +241.23K | 9.67% |
| LPL Financial LLC | 2.13M | Jun 30, 26 | +15.52K | 6.13% |
| ADVISOR GROUP HOLDINGS, INC. | 1.07M | Jun 30, 26 | +342 | 3.09% |
| BANK OF AMERICA CORP /DE/ | 1.06M | Jun 30, 26 | -119.72K | 3.06% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 935.88K | Jun 30, 26 | +64.89K | 2.69% |
| RAYMOND JAMES FINANCIAL INC | 933.92K | Jun 30, 26 | +208.55K | 2.69% |
| ABOUND FINANCIAL, LLC | 925.84K | Jun 30, 26 | -5.19K | 2.67% |
| COMMONWEALTH EQUITY SERVICES, LLC | 795.88K | Jun 30, 26 | +95.07K | 2.29% |
| ROYAL BANK OF CANADA | 655.58K | Jun 30, 26 | -15.33K | 1.89% |
| AI Financial Services LLC | 598.91K | Jun 30, 26 | +3.69K | 1.72% |
| KWB Wealth | 486.38K | Jun 30, 26 | +130.89K | 1.40% |
| Steward Partners Investment Advisory, LLC | 403.02K | Jun 30, 26 | +1.06K | 1.16% |
| BEAM WEALTH ADVISORS, INC. | 382.04K | Jun 30, 26 | -22.24K | 1.10% |
| Appalachian Capital Management Ltd | 304.97K | Jun 30, 26 | +9.75K | 0.88% |
| NavPoint Financial, Inc. | 289.29K | Jun 30, 26 | +36.78K | 0.83% |
| Stratos Wealth Partners, LTD. | 260.12K | Jun 30, 26 | +260.12K | 0.75% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 227.91K | Jun 30, 26 | +34.38K | 0.66% |
| CASTLEKEEP INVESTMENT ADVISORS LLC | 225.56K | Jun 30, 26 | +40.48K | 0.65% |
| Blue Rock Wealth Management LLC | 223.34K | Jun 30, 26 | +20.68K | 0.64% |
| Alliance Private Wealth, LLC | 207.46K | Jun 30, 26 | -12.59K | 0.60% |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 195.67K | Jun 30, 26 | +125.01K | 0.56% |
| Cheviot Value Management, LLC | 192.97K | Jun 30, 26 | +21.86K | 0.56% |
| JABODON PT CO | 192.75K | Jun 30, 26 | +101.05K | 0.55% |
| STIFEL FINANCIAL CORP | 173.70K | Jun 30, 26 | +10.39K | 0.50% |
| Baird Financial Group, Inc. | 167.99K | Jun 30, 26 | +167.99K | 0.48% |
| Western Pacific Wealth Management, LP | 163.87K | Jun 30, 26 | +3.50K | 0.47% |
| Cambridge Investment Research Advisors, Inc. | 148.57K | Jun 30, 26 | +11.11K | 0.43% |
| Investment Planning Advisors, Inc. | 122.31K | Jun 30, 26 | +823 | 0.35% |
| TWO SIGMA INVESTMENTS, LP | 117.40K | Jun 30, 26 | +117.40K | 0.34% |
| DKM Wealth Management, Inc. | 103.75K | Jun 30, 26 | -21.83K | 0.30% |
| Maridea Wealth Management LLC | 85.90K | Jun 30, 26 | -12.19K | 0.25% |
| Gateway Wealth Partners, LLC | 84.62K | Jun 30, 26 | -88.61K | 0.24% |
| Valeo Financial Advisors, LLC | 82.09K | Jun 30, 26 | -2.24K | 0.24% |
| IFP Advisors, Inc | 78.47K | Jun 30, 26 | -1.51K | 0.23% |
| Sugar Maple Asset Management, LLC | 77.47K | Jun 30, 26 | -21.95K | 0.22% |
| MAI Capital Management | 76.41K | Jun 30, 26 | +59.57K | 0.22% |
| MML INVESTORS SERVICES, LLC | 73.48K | Jun 30, 26 | +9.89K | 0.21% |
| Sprinkle Financial Consultants LLC | 69.65K | Jun 30, 26 | +1.93K | 0.20% |
| CITADEL ADVISORS LLC | 57.20K | Jun 30, 26 | -64.29K | 0.16% |
| MORGAN STANLEY | 51.51K | Jun 30, 26 | +3.25K | 0.15% |
| J.W. COLE ADVISORS, INC. | 50.37K | Jun 30, 26 | +50.37K | 0.15% |
| Colony Group, LLC | 46.83K | Jun 30, 26 | +11.63K | 0.13% |
| CI Private Wealth, LLC | 43.31K | Jun 30, 26 | +2.85K | 0.12% |
| Cascades Capital Asset Management, LLC | 43.22K | Jun 30, 26 | -2.05K | 0.12% |
| Aprio Wealth Management, LLC | 42.61K | Jun 30, 26 | +590 | 0.12% |
| DAVENPORT & Co LLC | 37.24K | Jun 30, 26 | +390 | 0.11% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 30.23K | Jun 30, 26 | -510 | 0.09% |
| Kestra Advisory Services, LLC | 28.95K | Jun 30, 26 | +8.97K | 0.08% |
| Alpha Advisors, LLC/VA | 28.69K | Jun 30, 26 | +8.15K | 0.08% |
| NORTHERN TRUST CORP | 28.34K | Jun 30, 26 | -13.94K | 0.08% |
| ASSOCIATED BANC-CORP | 27.33K | Jun 30, 26 | +3.15K | 0.08% |
| ENVESTNET ASSET MANAGEMENT INC | 27.13K | Jun 30, 26 | +2.17K | 0.08% |
| ARQ WEALTH ADVISORS, LLC | 23.94K | Jun 30, 26 | -311.47K | 0.07% |
| Birchwood Financial Partners, Inc. | 22.81K | Jun 30, 26 | +4.15K | 0.07% |
| Ehrenkranz Partners L.P. | 21.79K | Jun 30, 26 | -- | 0.06% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 21.24K | Jun 30, 26 | +5.98K | 0.06% |
| Legacy Trust | 20.49K | Jun 30, 26 | +20.49K | 0.06% |
| Horizon Wealth Management, LLC | 19.68K | Jun 30, 26 | -1.34M | 0.06% |
| FIRST FOUNDATION ADVISORS | 19.24K | Jun 30, 26 | +19.24K | 0.06% |
| SITTNER & NELSON, LLC | 18.84K | Jun 30, 26 | +2.65K | 0.05% |
| Southeast Asset Advisors Inc. | 18.68K | Jun 30, 26 | +1.86K | 0.05% |
| JONES FINANCIAL COMPANIES LLLP | 18.62K | Jun 30, 26 | +18.62K | 0.05% |
| Nautilus Advisors LLC | 17.83K | Jun 30, 26 | -26.34K | 0.05% |
| TrustWell Financial Advisors, LLC | 17.01K | Jun 30, 26 | -- | 0.05% |
| UBS Group AG | 16.97K | Jun 30, 26 | +16.97K | 0.05% |
| Dickmeyer Boyce Financial Management, Inc. | 16.35K | Jun 30, 26 | +573 | 0.05% |
| Next Level Private LLC | 16.31K | Jun 30, 26 | -980 | 0.05% |
| Millstone Evans Group, LLC | 14.90K | Jun 30, 26 | -3.99K | 0.04% |
| Dakota Wealth Management | 14.01K | Jun 30, 26 | +14.01K | 0.04% |
| HighTower Advisors, LLC | 13.79K | Jun 30, 26 | -392 | 0.04% |
| Capital Investment Advisory Services, LLC | 13.57K | Jun 30, 26 | +905 | 0.04% |
| 1620 INVESTMENT ADVISORS, INC. | 13.36K | Jun 30, 26 | +13.36K | 0.04% |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 13.30K | Jun 30, 26 | +4.60K | 0.04% |
| Stone Wealth Partners | 12.96K | Jun 30, 26 | +2.84K | 0.04% |
| Concurrent Investment Advisors, LLC | 12.45K | Jun 30, 26 | +1.77K | 0.04% |
| Parkside Financial Bank & Trust | 12.20K | Jun 30, 26 | +12.20K | 0.04% |
| SMITH, MOORE & CO. | 12.11K | Jun 30, 26 | +2.04K | 0.03% |
| Sage Capital Management, LLC | 11.80K | Jun 30, 26 | +1.00K | 0.03% |
| SpringVest Wealth Management LLC | 11.33K | Jun 30, 26 | +3.55K | 0.03% |
| GOLDMAN SACHS GROUP INC | 10.88K | Jun 30, 26 | +10.88K | 0.03% |
| Janney Montgomery Scott LLC | 9.83K | Jun 30, 26 | +22 | 0.03% |
| MANCHESTER FINANCIAL INC | 9.74K | Jun 30, 26 | -- | 0.03% |
| CAPTRUST FINANCIAL ADVISORS | 9.58K | Jun 30, 26 | +9.58K | 0.03% |
| Global Retirement Partners, LLC | 9.44K | Jun 30, 26 | +9.44K | 0.03% |
| Greater Midwest Financial Group, LLC | 8.75K | Jun 30, 26 | -518.18K | 0.03% |
| B. Riley Wealth Advisors, Inc. | 8.00K | Jun 30, 26 | -- | 0.02% |
| Holos Integrated Wealth LLC | 4.80K | Jun 30, 26 | -- | 0.01% |
| WPG Advisers, LLC | 4.25K | Jun 30, 26 | +2.40K | 0.01% |
| JPMORGAN CHASE & CO | 2.05K | Jun 30, 26 | -3.81K | 0.01% |
| ROTHSCHILD INVESTMENT LLC | 2.00K | Jun 30, 26 | -- | 0.01% |
| PRIVATE TRUST CO NA | 1.99K | Jun 30, 26 | -4.11K | 0.01% |
| Integrated Wealth Concepts LLC | 1.00K | Jun 30, 26 | +1.00K | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 832 | Jun 30, 26 | +832 | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 428 | Jun 30, 26 | +428 | 0.00% |
| NewEdge Advisors, LLC | 323 | Jun 30, 26 | +232 | 0.00% |
| Pinnacle Bancorp, Inc. | 268 | Jun 30, 26 | -7 | 0.00% |
| Oakworth Capital, Inc. | 250 | Jun 30, 26 | +250 | 0.00% |
| Sanctuary Advisors, LLC | -- | Jun 30, 26 | -34.46K | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -87.27K | -- |
| WCG Wealth Advisors LLC | -- | Jun 30, 26 | -13.30K | -- |
| GTS SECURITIES LLC | -- | Jun 30, 26 | -20.27K | -- |
| US BANCORP \DE\ | -- | Jun 30, 26 | -1.70K | -- |
| Blume Capital Management, Inc. | -- | Jun 30, 26 | -2.00K | -- |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | -- | Jun 30, 26 | -13.76K | -- |
| Clarkston Capital Partners, LLC | -- | Jun 30, 26 | -51.10K | -- |
| NKCFO LLC | -- | Jun 30, 26 | -107.20K | -- |
| Prospera Financial Services Inc | -- | Jun 30, 26 | -8.50K | -- |
| EVOKE WEALTH, LLC | -- | Jun 30, 26 | -54.86K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -200 | -- |
| Phil A. Younker & Associates, Ltd. | -- | Jun 30, 26 | -8.50K | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -63.26K | -- |
| U.S. Capital Wealth Advisors, LLC | 258.54K | Mar 31, 26 | -85.06K | 0.74% |
| Smart Portfolios, LLC | 46.06K | Mar 31, 26 | +7.76K | 0.13% |
| CWM, LLC | 294 | Mar 31, 26 | -- | 0.00% |
| SOL Capital Management CO | -- | Mar 31, 26 | -37.16K | -- |
| Covenant Partners, LLC | 70.41K | Dec 31, 25 | +23.14K | 0.20% |
| Sebold Capital Management, Inc. | 32.10K | Jun 30, 25 | +5.07K | 0.09% |