| LPL Financial LLC | 213.43K | Sep 30, 26 | -12.44K | 3.86% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 71.47K | Sep 30, 26 | -3.07K | 1.29% |
| Twelve Points Wealth Management LLC | 66.29K | Sep 30, 26 | -1.80K | 1.20% |
| COMMONWEALTH EQUITY SERVICES, LLC | 43.31K | Sep 30, 26 | +488 | 0.78% |
| UBS Group AG | 30.98K | Sep 30, 26 | -5.60K | 0.56% |
| KPP Advisory Services LLC | 26.39K | Sep 30, 26 | -2.16K | 0.48% |
| FMR LLC | 25.00K | Sep 30, 26 | +1.13K | 0.45% |
| Kestra Advisory Services, LLC | 23.29K | Sep 30, 26 | +1.45K | 0.42% |
| HighTower Advisors, LLC | 18.54K | Sep 30, 26 | -- | 0.34% |
| Cambridge Investment Research Advisors, Inc. | 17.77K | Sep 30, 26 | -3.56K | 0.32% |
| INTEGRITY ALLIANCE, LLC. | 15.87K | Sep 30, 26 | -- | 0.29% |
| M Holdings Securities, Inc. | 13.06K | Sep 30, 26 | -1.04K | 0.24% |
| WILLNER & HELLER, LLC | 11.55K | Sep 30, 26 | +3 | 0.21% |
| Sowell Financial Services LLC | 10.78K | Sep 30, 26 | -3.88K | 0.19% |
| Jacobi Capital Management LLC | 6.94K | Sep 30, 26 | +2 | 0.13% |
| Ironwood Investment Counsel, LLC | 6.90K | Sep 30, 26 | -- | 0.12% |
| Merit Financial Group, LLC | 6.89K | Sep 30, 26 | +1 | 0.12% |
| American Institute for Advanced Investment Management, LLP | 6.87K | Sep 30, 26 | -- | 0.12% |
| OPPENHEIMER & CO INC | 6.53K | Sep 30, 26 | -140 | 0.12% |
| Genesis Wealth Advisors, LLC | 5.57K | Sep 30, 26 | -- | 0.10% |
| CITIZENS FINANCIAL GROUP INC/RI | 5.47K | Sep 30, 26 | -- | 0.10% |
| Private Advisor Group, LLC | 5.33K | Sep 30, 26 | +201 | 0.10% |
| Heritage Trust Co | 5.27K | Sep 30, 26 | -- | 0.10% |
| WESBANCO BANK INC | 5.00K | Sep 30, 26 | -- | 0.09% |
| FIFTH THIRD BANCORP | 4.85K | Sep 30, 26 | -- | 0.09% |
| Segment Wealth Management, LLC | 4.83K | Sep 30, 26 | -- | 0.09% |
| HighPoint Advisor Group LLC | 4.68K | Sep 30, 26 | -2.55K | 0.08% |
| GREENLEAF TRUST | 3.98K | Sep 30, 26 | -- | 0.07% |
| Creative Planning | 3.86K | Sep 30, 26 | -- | 0.07% |
| FLAGSHIP HARBOR ADVISORS, LLC | 3.73K | Sep 30, 26 | -75 | 0.07% |
| J.W. COLE ADVISORS, INC. | 3.58K | Sep 30, 26 | -- | 0.06% |
| BRIGHTON JONES LLC | 3.57K | Sep 30, 26 | -- | 0.06% |
| Spire Wealth Management | 3.15K | Sep 30, 26 | -- | 0.06% |
| Caldwell Trust Co | 2.85K | Sep 30, 26 | -- | 0.05% |
| Hughes Financial Services, LLC | 1.61K | Sep 30, 26 | -- | 0.03% |
| CITIGROUP INC | 1.24K | Sep 30, 26 | -479 | 0.02% |
| PNC FINANCIAL SERVICES GROUP, INC. | 878 | Sep 30, 26 | -- | 0.02% |
| BLAIR WILLIAM & CO/IL | 859 | Sep 30, 26 | -- | 0.02% |
| Godfrey Financial Associates, Inc. | 851 | Sep 30, 26 | -255 | 0.02% |
| EVOLUTION WEALTH MANAGEMENT INC. | 500 | Sep 30, 26 | -- | 0.01% |
| VALLEY NATIONAL ADVISERS INC | 393 | Sep 30, 26 | -147 | 0.01% |
| Parallel Advisors, LLC | 342 | Sep 30, 26 | -- | 0.01% |
| Main Street Group, LTD | 325 | Sep 30, 26 | -- | 0.01% |
| Pflug Koory, LLC | 311 | Sep 30, 26 | -- | 0.01% |
| Rossby Financial, LCC | 280 | Sep 30, 26 | -- | 0.01% |
| DHJJ Financial Advisors, Ltd. | 260 | Sep 30, 26 | -- | 0.00% |
| Founders Financial Alliance, LLC | 193 | Sep 30, 26 | -- | 0.00% |
| SAGE RHINO CAPITAL LLC | -- | Sep 30, 26 | -3.17K | -- |
| MEMBERS WEALTH LLC | -- | Sep 30, 26 | -3.27K | -- |
| Commonwealth Financial Services, LLC | -- | Sep 30, 26 | -17.13K | -- |
| SALEM INVESTMENT COUNSELORS INC | -- | Sep 30, 26 | -2.50K | -- |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | -- | Sep 30, 26 | -88 | -- |
| Fortitude Advisory Group L.L.C. | -- | Sep 30, 26 | -3.30K | -- |
| Robinswood Financial LLC | -- | Sep 30, 26 | -765 | -- |
| MORGAN STANLEY | 228.91K | Jun 30, 26 | +5.34K | 4.14% |
| WELLS FARGO & COMPANY/MN | 79.51K | Jun 30, 26 | +11.22K | 1.44% |
| Tradewinds, LLC. | 74.95K | Jun 30, 26 | +74.95K | 1.36% |
| Ameritas Advisory Services, LLC | 54.49K | Jun 30, 26 | +10.01K | 0.99% |
| BANK OF AMERICA CORP /DE/ | 48.13K | Jun 30, 26 | -1.61K | 0.87% |
| OSAIC HOLDINGS, INC. | 40.21K | Jun 30, 26 | +19.33K | 0.73% |
| Prosperity Consulting Group, LLC | 39.95K | Jun 30, 26 | -210 | 0.72% |
| UBS Group AG | 36.58K | Jun 30, 26 | -332 | 0.66% |
| NewEdge Advisors, LLC | 30.00K | Jun 30, 26 | +29.36K | 0.54% |
| ROYAL BANK OF CANADA | 29.78K | Jun 30, 26 | +1.65K | 0.54% |
| Cetera Investment Advisers | 26.79K | Jun 30, 26 | -210 | 0.48% |
| Cornerstone Financial Group, LLC /NE/ | 25.68K | Jun 30, 26 | -271 | 0.46% |
| RAYMOND JAMES FINANCIAL INC | 25.38K | Jun 30, 26 | -1.32K | 0.46% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 24.68K | Jun 30, 26 | -6.78K | 0.45% |
| STEPHENS INC /AR/ | 23.70K | Jun 30, 26 | -- | 0.43% |
| Corient Private Wealth LP | 21.00K | Jun 30, 26 | -1.17K | 0.38% |
| PACIFIC SUN FINANCIAL CORP | 11.38K | Jun 30, 26 | -180 | 0.21% |
| MERCER GLOBAL ADVISORS INC /ADV | 10.31K | Jun 30, 26 | -79 | 0.19% |
| Pinnacle Financial Partners, Inc. | 9.01K | Jun 30, 26 | +1 | 0.16% |
| Ballentine Partners, LLC | 8.73K | Jun 30, 26 | -- | 0.16% |
| JONES FINANCIAL COMPANIES LLLP | 8.72K | Jun 30, 26 | +3.30K | 0.16% |
| ENVESTNET ASSET MANAGEMENT INC | 8.15K | Jun 30, 26 | +144 | 0.15% |
| GOLDMAN SACHS GROUP INC | 7.33K | Jun 30, 26 | -8.30K | 0.13% |
| STIFEL FINANCIAL CORP | 6.68K | Jun 30, 26 | -101 | 0.12% |
| COMMERCE BANK | 6.51K | Jun 30, 26 | -- | 0.12% |
| CARY STREET PARTNERS FINANCIAL LLC | 6.25K | Jun 30, 26 | -- | 0.11% |
| Genesis Wealth Advisors, LLC | 5.57K | Jun 30, 26 | -- | 0.10% |
| Integrated Wealth Concepts LLC | 5.21K | Jun 30, 26 | -- | 0.09% |
| Rockefeller Capital Management L.P. | 5.18K | Jun 30, 26 | +75 | 0.09% |
| CAHILL FINANCIAL ADVISORS INC | 4.92K | Jun 30, 26 | -- | 0.09% |
| CAPTRUST FINANCIAL ADVISORS | 4.64K | Jun 30, 26 | -- | 0.08% |
| Glassman Wealth Services | 4.63K | Jun 30, 26 | -- | 0.08% |
| Focus Partners Wealth | 4.31K | Jun 30, 26 | +4.31K | 0.08% |
| AMERIPRISE FINANCIAL INC | 3.99K | Jun 30, 26 | -361 | 0.07% |
| Equitable Holdings, Inc. | 3.78K | Jun 30, 26 | -1.07K | 0.07% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 3.50K | Jun 30, 26 | +3.50K | 0.06% |
| Truepoint, Inc. | 3.27K | Jun 30, 26 | +3.27K | 0.06% |
| HOWE & RUSLING INC | 1.88K | Jun 30, 26 | -- | 0.03% |
| Glen Eagle Advisors, LLC | 755 | Jun 30, 26 | +252 | 0.01% |
| Topsail Wealth Management, LLC | 750 | Jun 30, 26 | -- | 0.01% |
| JPMORGAN CHASE & CO | 500 | Jun 30, 26 | -- | 0.01% |
| Steward Partners Investment Advisory, LLC | 430 | Jun 30, 26 | +140 | 0.01% |
| Strategic Wealth Partners, Ltd. | 250 | Jun 30, 26 | -- | 0.00% |
| AE Wealth Management LLC | 248 | Jun 30, 26 | -2 | 0.00% |
| Founders Financial Alliance, LLC | 193 | Jun 30, 26 | -- | 0.00% |
| MARSHALL INVESTMENT MANAGEMENT, LLC | 47 | Jun 30, 26 | -- | 0.00% |
| BALLAST ADVISORS LLC | -- | Jun 30, 26 | -649 | -- |
| Ritter Daniher Financial Advisory LLC / DE | -- | Jun 30, 26 | -717 | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -5.14K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -1.00K | -- |
| Sunbelt Securities, Inc. | 884 | Mar 31, 26 | -- | 0.02% |
| CWM, LLC | 215 | Mar 31, 26 | -- | 0.00% |
| McIlrath & Eck, LLC | 50 | Mar 31, 26 | -- | 0.00% |
| COMERICA BANK | 4.85K | Dec 31, 25 | -- | 0.09% |
| GPS Wealth Strategies Group, LLC | 255 | Dec 31, 25 | -1.16K | 0.00% |
| CIBC Private Wealth Group LLC | 203 | Dec 31, 25 | -- | 0.00% |
| SYNOVUS FINANCIAL CORP | 9.00K | Sep 30, 25 | +7 | 0.16% |
| AllSquare Wealth Management LLC | 1.52K | Sep 30, 25 | -- | 0.03% |
| Northeast Financial Consultants Inc | 21.00K | Jun 30, 25 | -- | 0.38% |
| Christopher J. Hasenberg, Inc | 260 | Jun 30, 25 | -344 | 0.00% |
| Householder Group Estate & Retirement Specialist, LLC | -- | Dec 31, 24 | -1.03K | -- |
| Raymond James Financial Services Advisors, Inc. | 21.32K | Sep 30, 24 | -365 | 0.39% |
| RAYMOND JAMES & ASSOCIATES | 6.88K | Sep 30, 24 | +392 | 0.12% |
| Argent Financial Group, Inc. | 5.78K | Sep 30, 24 | +5.78K | 0.10% |
| Cetera Advisors LLC | 6.75K | Mar 31, 24 | +6.75K | 0.12% |
| Cetera Advisor Networks LLC | 3.99K | Mar 31, 24 | +3.99K | 0.07% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 50.73K | Dec 31, 23 | -5.91K | 0.92% |
| PROVENCE WEALTH MANAGEMENT GROUP | 1.30K | Dec 31, 23 | -160 | 0.02% |
| Financial Architects, Inc | 4.05K | Jun 30, 23 | +25 | 0.07% |
| Kalos Management, Inc. | 27 | Jun 30, 23 | -- | 0.00% |
| American Portfolios Advisors | 93 | Sep 30, 22 | +93 | 0.00% |
| QUEST CAPITAL MANAGEMENT INC /ADV | 3.37K | Dec 31, 21 | -- | 0.06% |
| NEXT Financial Group, Inc | -- | Dec 31, 21 | -17 | -- |
| Ameritas Investment Company, LLC | 12.14K | Sep 30, 21 | +172 | 0.22% |
| SECURITY NATIONAL TRUST CO | 30 | Sep 30, 21 | -- | 0.00% |
| FCG ADVISORS, LLC | 1.59K | Sep 30, 20 | +1.59K | 0.03% |
| First Allied Advisory Services, Inc. | -- | Sep 30, 20 | -1.70K | -- |
| Stratford Consulting, LLC | 34 | Mar 31, 20 | +1 | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 2.74K | Dec 31, 19 | -1.02K | 0.05% |
| Advisor Group, Inc. | 2.46K | Dec 31, 19 | +36 | 0.04% |
| NEXT Financial Holdings | 100 | Mar 31, 19 | +100 | 0.00% |
