| COMMONWEALTH EQUITY SERVICES, LLC | 27.48K | Sep 30, 26 | -559 | 0.45% |
| YHB Investment Advisors, Inc. | 14.72K | Sep 30, 26 | -- | 0.24% |
| Concurrent Investment Advisors, LLC | 11.25K | Sep 30, 26 | +11.25K | 0.19% |
| Elmwood Wealth Management, Inc. | 11.24K | Sep 30, 26 | -1.18K | 0.19% |
| Spire Wealth Management | 11.13K | Sep 30, 26 | +1 | 0.18% |
| VIMA LLC | 7.86K | Sep 30, 26 | +45 | 0.13% |
| ACCREDITED INVESTOR SERVICES, LLC | 6.87K | Sep 30, 26 | +8 | 0.11% |
| MATHER GROUP, LLC. | 6.48K | Sep 30, 26 | +42 | 0.11% |
| Farther Finance Advisors, LLC | 6.05K | Sep 30, 26 | +3.44K | 0.10% |
| Capital Wealth Alliance, LLC | 6.00K | Sep 30, 26 | -3.73K | 0.10% |
| Apollon Wealth Management, LLC | 5.37K | Sep 30, 26 | +5.37K | 0.09% |
| OPPENHEIMER & CO INC | 5.10K | Sep 30, 26 | -228 | 0.08% |
| BLUELINE ADVISORS LLC | 3.27K | Sep 30, 26 | -- | 0.05% |
| SBI Securities Co., Ltd. | 2.60K | Sep 30, 26 | +126 | 0.04% |
| Hanson & Doremus Investment Management | 1.76K | Sep 30, 26 | -- | 0.03% |
| ADIRONDACK TRUST CO | 1.50K | Sep 30, 26 | -- | 0.02% |
| West Financial Advisors, LLC | 1.25K | Sep 30, 26 | -- | 0.02% |
| Manchester Capital Management LLC | 1.20K | Sep 30, 26 | -- | 0.02% |
| UNION SAVINGS BANK | 979 | Sep 30, 26 | -- | 0.02% |
| TRUST CO OF VERMONT | 884 | Sep 30, 26 | -- | 0.01% |
| BOKF, NA | 860 | Sep 30, 26 | -- | 0.01% |
| Breakwater Investment Management | 774 | Sep 30, 26 | -- | 0.01% |
| Intesa Sanpaolo Wealth Management | 750 | Sep 30, 26 | -- | 0.01% |
| GAMMA Investing LLC | 493 | Sep 30, 26 | -- | 0.01% |
| ASSETMARK, INC | 476 | Sep 30, 26 | -- | 0.01% |
| Triumph Capital Management | 384 | Sep 30, 26 | -- | 0.01% |
| GODSEY & GIBB, INC | 305 | Sep 30, 26 | -- | 0.01% |
| BARRETT & COMPANY, INC. | 275 | Sep 30, 26 | -- | 0.00% |
| North Star Investment Management Corp. | 231 | Sep 30, 26 | -- | 0.00% |
| Capital Advisors, Ltd. LLC | 229 | Sep 30, 26 | -- | 0.00% |
| ARMSTRONG ADVISORY GROUP, INC | 200 | Sep 30, 26 | -- | 0.00% |
| Tradewinds Capital Management, LLC | 135 | Sep 30, 26 | +135 | 0.00% |
| IFP Advisors, Inc | 103 | Sep 30, 26 | -- | 0.00% |
| CX Institutional | 42 | Sep 30, 26 | -- | 0.00% |
| Root Financial Partners, LLC | 38 | Sep 30, 26 | +38 | 0.00% |
| AdvisorNet Financial, Inc | -- | Sep 30, 26 | -1.60K | -- |
| GILL CAPITAL PARTNERS, LLC | -- | Sep 30, 26 | -22 | -- |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | -- | Sep 30, 26 | -234 | -- |
| Arbor Investment Advisors, LLC | -- | Sep 30, 26 | -4.48K | -- |
| NBT BANK, N.A. | -- | Sep 30, 26 | -1.54K | -- |
| BANK OF AMERICA CORP /DE/ | 518.00K | Jun 30, 26 | +18.67K | 8.56% |
| 1832 Asset Management L.P. | 400.11K | Jun 30, 26 | -- | 6.61% |
| MORGAN STANLEY | 310.80K | Jun 30, 26 | -1.74K | 5.14% |
| WELLS FARGO & COMPANY/MN | 121.59K | Jun 30, 26 | +1.16K | 2.01% |
| OSAIC HOLDINGS, INC. | 109.71K | Jun 30, 26 | -387 | 1.81% |
| LPL Financial LLC | 105.83K | Jun 30, 26 | +6.54K | 1.75% |
| UBS Group AG | 103.67K | Jun 30, 26 | +12 | 1.71% |
| STIFEL FINANCIAL CORP | 49.70K | Jun 30, 26 | +1.25K | 0.82% |
| CIBC WORLD MARKET INC. | 46.57K | Jun 30, 26 | -627 | 0.77% |
| CITADEL ADVISORS LLC | 29.82K | Jun 30, 26 | +23.54K | 0.49% |
| CITIGROUP INC | 28.36K | Jun 30, 26 | +366 | 0.47% |
| COMMONWEALTH EQUITY SERVICES, LLC | 28.04K | Jun 30, 26 | -115 | 0.46% |
| Cetera Investment Advisers | 26.81K | Jun 30, 26 | -936 | 0.44% |
| Regal Investment Advisors LLC | 20.57K | Jun 30, 26 | +59 | 0.34% |
| Private Advisor Group, LLC | 18.95K | Jun 30, 26 | +2.45K | 0.31% |
| MERCER GLOBAL ADVISORS INC /ADV | 18.43K | Jun 30, 26 | +1.73K | 0.30% |
| Linscomb Wealth, Inc. | 18.18K | Jun 30, 26 | -7.89K | 0.30% |
| THOMPSON SIEGEL & WALMSLEY LLC | 18.00K | Jun 30, 26 | -- | 0.30% |
| RAYMOND JAMES FINANCIAL INC | 17.21K | Jun 30, 26 | +243 | 0.28% |
| Virtu Financial LLC | 16.40K | Jun 30, 26 | +16.40K | 0.27% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13.90K | Jun 30, 26 | -2.79K | 0.23% |
| Rockefeller Capital Management L.P. | 13.08K | Jun 30, 26 | -100 | 0.22% |
| CI INVESTMENTS INC. | 12.51K | Jun 30, 26 | +900 | 0.21% |
| Mutual Advisors, LLC | 9.36K | Jun 30, 26 | -6 | 0.15% |
| AMERIPRISE FINANCIAL INC | 9.25K | Jun 30, 26 | +202 | 0.15% |
| Moors & Cabot, Inc. | 8.89K | Jun 30, 26 | -1.53K | 0.15% |
| Summit Financial, LLC | 8.78K | Jun 30, 26 | -- | 0.15% |
| HighTower Advisors, LLC | 8.00K | Jun 30, 26 | +1.14K | 0.13% |
| Bluespring Wealth Management, LLC | 7.80K | Jun 30, 26 | +7.80K | 0.13% |
| Cerity Partners LLC | 6.38K | Jun 30, 26 | +6.38K | 0.11% |
| FMR LLC | 5.99K | Jun 30, 26 | -456 | 0.10% |
| BANK OF MONTREAL /CAN/ | 5.95K | Jun 30, 26 | -- | 0.10% |
| ROYAL BANK OF CANADA | 5.81K | Jun 30, 26 | -7 | 0.10% |
| Pathstone Holdings, LLC | 5.78K | Jun 30, 26 | -- | 0.10% |
| MONECO ADVISORS, LLC | 5.68K | Jun 30, 26 | -962 | 0.09% |
| CARY STREET PARTNERS FINANCIAL LLC | 5.41K | Jun 30, 26 | +7 | 0.09% |
| Glen Eagle Advisors, LLC | 5.35K | Jun 30, 26 | -- | 0.09% |
| JONES FINANCIAL COMPANIES LLLP | 5.12K | Jun 30, 26 | +192 | 0.08% |
| Equitable Holdings, Inc. | 5.05K | Jun 30, 26 | +383 | 0.08% |
| Millstone Evans Group, LLC | 5.03K | Jun 30, 26 | -- | 0.08% |
| Meramec Financial Planners, LLC | 4.66K | Jun 30, 26 | +25 | 0.08% |
| J.W. COLE ADVISORS, INC. | 4.54K | Jun 30, 26 | +4.54K | 0.08% |
| FRANKLIN TEMPLETON INC | 4.50K | Jun 30, 26 | -- | 0.07% |
| SOA Wealth Advisors, LLC. | 4.02K | Jun 30, 26 | +6 | 0.07% |
| Parallel Advisors, LLC | 3.47K | Jun 30, 26 | -- | 0.06% |
| DEARBORN PARTNERS LLC | 3.35K | Jun 30, 26 | -- | 0.06% |
| Ritter Daniher Financial Advisory LLC / DE | 3.05K | Jun 30, 26 | +6 | 0.05% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.90K | Jun 30, 26 | +675 | 0.05% |
| Smithfield Trust Co | 2.80K | Jun 30, 26 | -- | 0.05% |
| Aptus Capital Advisors, LLC | 2.79K | Jun 30, 26 | -- | 0.05% |
| BLAIR WILLIAM & CO/IL | 2.11K | Jun 30, 26 | -- | 0.03% |
| CENTRAL TRUST Co | 2.00K | Jun 30, 26 | -- | 0.03% |
| FIFTH THIRD BANCORP | 1.46K | Jun 30, 26 | -450 | 0.02% |
| BlackRock, Inc. | 1.44K | Jun 30, 26 | -- | 0.02% |
| NATIONAL BANK OF CANADA /FI/ | 1.39K | Jun 30, 26 | -- | 0.02% |
| US BANCORP \DE\ | 1.35K | Jun 30, 26 | -373 | 0.02% |
| NewEdge Advisors, LLC | 1.21K | Jun 30, 26 | -- | 0.02% |
| Institute for Wealth Management, LLC. | 1.20K | Jun 30, 26 | +1.20K | 0.02% |
| Global Retirement Partners, LLC | 1.18K | Jun 30, 26 | +1.18K | 0.02% |
| Integrated Wealth Concepts LLC | 1.01K | Jun 30, 26 | +1.01K | 0.02% |
| GLENMEDE TRUST CO NA | 888 | Jun 30, 26 | -- | 0.01% |
| AlphaCore Capital LLC | 836 | Jun 30, 26 | +100 | 0.01% |
| Evelyn Partners Group Ltd | 750 | Jun 30, 26 | +750 | 0.01% |
| BROWN BROTHERS HARRIMAN & CO | 743 | Jun 30, 26 | -- | 0.01% |
| WHITTIER TRUST CO | 700 | Jun 30, 26 | -- | 0.01% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 630 | Jun 30, 26 | -- | 0.01% |
| Geneos Wealth Management Inc. | 599 | Jun 30, 26 | -- | 0.01% |
| HARBOUR INVESTMENTS, INC. | 561 | Jun 30, 26 | -- | 0.01% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 547 | Jun 30, 26 | -- | 0.01% |
| Arax Advisory Partners | 350 | Jun 30, 26 | +350 | 0.01% |
| 1 NORTH WEALTH SERVICES LLC | 304 | Jun 30, 26 | -- | 0.01% |
| Federation des caisses Desjardins du Quebec | 270 | Jun 30, 26 | -- | 0.00% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 267 | Jun 30, 26 | -- | 0.00% |
| Burnham & Co LLC | 100 | Jun 30, 26 | +100 | 0.00% |
| Rossby Financial, LCC | 90 | Jun 30, 26 | -- | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 75 | Jun 30, 26 | -- | 0.00% |
| Dunhill Financial, LLC | 58 | Jun 30, 26 | -- | 0.00% |
| Bogart Wealth, LLC | 50 | Jun 30, 26 | -- | 0.00% |
| CALDWELL SUTTER CAPITAL, INC. | 50 | Jun 30, 26 | -- | 0.00% |
| VSM Wealth Advisory, LLC | 25 | Jun 30, 26 | +25 | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 18 | Jun 30, 26 | -- | 0.00% |
| SIMPLEX TRADING, LLC | 2 | Jun 30, 26 | +2 | 0.00% |
| LFA - Lugano Financial Advisors SA | -- | Jun 30, 26 | -11.50K | -- |
| United Financial Planning Group LLC | -- | Jun 30, 26 | -1.06K | -- |
| GOLDMAN SACHS GROUP INC | -- | Jun 30, 26 | -5.92K | -- |
| WealthShield Partners, LLC | -- | Jun 30, 26 | -3.08K | -- |
| MAI Capital Management | -- | Jun 30, 26 | -1.70K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -370 | -- |
| JOURNEY STRATEGIC WEALTH LLC | 6.94K | Mar 31, 26 | -507 | 0.11% |
| Sandbox Financial Partners, LLC | 5.73K | Mar 31, 26 | +435 | 0.09% |
| Evelyn Partners Investment Management LLP | 750 | Mar 31, 26 | -- | 0.01% |
| Running Point Capital Advisors, LLC | 2.89K | Dec 31, 25 | -- | 0.05% |
| COMERICA BANK | 1.91K | Dec 31, 25 | -- | 0.03% |
| CIBC Private Wealth Group LLC | 418 | Dec 31, 25 | +277 | 0.01% |
| NAPA WEALTH MANAGEMENT | 12.18K | Sep 30, 25 | +12.18K | 0.20% |
| AllSquare Wealth Management LLC | 937 | Sep 30, 25 | -- | 0.02% |
| Glenmede Investment Management, LP | 888 | Sep 30, 25 | -- | 0.01% |
| Congress Wealth Management LLC / DE / | 189.56K | Jun 30, 25 | +4.45K | 3.13% |
| Money Design Co.,Ltd. | 89.43K | Jun 30, 25 | -9.57K | 1.48% |
| AVANTAX ADVISORY SERVICES, INC. | 7.39K | Jun 30, 25 | -26 | 0.12% |
| Sandy Spring Bank | -- | Mar 31, 25 | -300 | -- |
| WR Wealth Planners, LLC | 417 | Dec 31, 24 | -- | 0.01% |
| Raymond James Financial Services Advisors, Inc. | 12.30K | Sep 30, 24 | -19 | 0.20% |
| RAYMOND JAMES & ASSOCIATES | 7.81K | Sep 30, 24 | +494 | 0.13% |
| M&R CAPITAL MANAGEMENT INC | 400 | Sep 30, 24 | -- | 0.01% |
| Carmichael Hill & Associates, Inc. | 300 | Sep 30, 24 | -- | 0.00% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 470 | Jun 30, 24 | -- | 0.01% |
| Cetera Advisor Networks LLC | 12.20K | Mar 31, 24 | +533 | 0.20% |
| DB Wealth Management Group, LLC | 2.02K | Dec 31, 23 | -- | 0.03% |
| Bartlett & Co. LLC | 547 | Dec 31, 23 | -- | 0.01% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 16.22K | Sep 30, 23 | +1 | 0.27% |
| MCMILLION CAPITAL MANAGEMENT INC | 26.90K | Jun 30, 23 | -957 | 0.44% |
| Veritable, L.P. | 5.78K | Jun 30, 23 | -- | 0.10% |
| Covington Capital Management | 425 | Sep 30, 22 | -- | 0.01% |
| American Research & Management Co. | 70 | Sep 30, 22 | -- | 0.00% |
| BIVIN & ASSOCIATES, INC. | 300 | Jun 30, 22 | -- | 0.00% |
| MD Financial Management Inc. | 406.06K | Dec 31, 21 | +10.14K | 6.71% |
| Carroll Financial Associates, Inc. | 654 | Dec 31, 21 | +262 | 0.01% |
| Winslow, Evans & Crocker, Inc. | 300 | Dec 31, 20 | +300 | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 22.32K | Dec 31, 19 | +1.50K | 0.37% |
| Advisor Group, Inc. | 1.70K | Dec 31, 19 | -- | 0.03% |
