| SouthState Bank Corp | 1.59M | Sep 30, 26 | +185.02K | 20.22% |
| LPL Financial LLC | 537.99K | Sep 30, 26 | +98.72K | 6.82% |
| Geneos Wealth Management Inc. | 251.45K | Sep 30, 26 | +25.69K | 3.19% |
| HighTower Advisors, LLC | 197.42K | Sep 30, 26 | +42.80K | 2.50% |
| Johnson & White Wealth Management, LLC | 124.24K | Sep 30, 26 | +51.11K | 1.58% |
| High Net Worth Advisory Group LLC | 41.95K | Sep 30, 26 | +41.95K | 0.53% |
| Aviance Capital Partners, LLC | 40.40K | Sep 30, 26 | +40.40K | 0.51% |
| Ascentis Independent Advisors | 24.36K | Sep 30, 26 | +24.36K | 0.31% |
| Latitude Advisors, LLC | 2.06K | Sep 30, 26 | +2.06K | 0.03% |
| FIFTH THIRD BANCORP | 2.00K | Sep 30, 26 | -- | 0.03% |
| Clearstead Advisors, LLC | 591 | Sep 30, 26 | -- | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | -- | Sep 30, 26 | -217 | -- |
| Rockefeller Capital Management L.P. | 10.95M | Jun 30, 26 | +1.71M | 138.92% |
| ENVESTNET ASSET MANAGEMENT INC | 3.61M | Jun 30, 26 | +355.20K | 45.78% |
| MANNING & NAPIER ADVISORS LLC | 755.34K | Jun 30, 26 | -37.74K | 9.58% |
| Gotham Asset Management, LLC | 400.00K | Jun 30, 26 | +400.00K | 5.07% |
| JANE STREET GROUP, LLC | 217.12K | Jun 30, 26 | +53.57K | 2.75% |
| RAYMOND JAMES FINANCIAL INC | 161.71K | Jun 30, 26 | +35.11K | 2.05% |
| ROYAL BANK OF CANADA | 136.27K | Jun 30, 26 | -16.31K | 1.73% |
| OLD MISSION CAPITAL LLC | 81.61K | Jun 30, 26 | +81.61K | 1.04% |
| STIFEL FINANCIAL CORP | 35.38K | Jun 30, 26 | +2.40K | 0.45% |
| GOLDMAN SACHS GROUP INC | 31.71K | Jun 30, 26 | +23.33K | 0.40% |
| CITADEL ADVISORS LLC | 16.34K | Jun 30, 26 | +6.48K | 0.21% |
| Steward Partners Investment Advisory, LLC | 15.01K | Jun 30, 26 | +504 | 0.19% |
| NewEdge Advisors, LLC | 2.98K | Jun 30, 26 | +2.98K | 0.04% |
| OSAIC HOLDINGS, INC. | 300 | Jun 30, 26 | +300 | 0.00% |
| MORGAN STANLEY | 166 | Jun 30, 26 | +166 | 0.00% |
| Cresset Asset Management, LLC | -- | Jun 30, 26 | -23.84K | -- |
| UBS Group AG | -- | Jun 30, 26 | -1.00K | -- |
| BROWN BROTHERS HARRIMAN & CO | -- | Jun 30, 26 | -50 | -- |
| COMERICA BANK | 2.00K | Dec 31, 25 | -- | 0.03% |
