| 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% |
| SouthState Corp | 1.41M | Jun 30, 26 | +362.24K | 17.88% |
| MANNING & NAPIER ADVISORS LLC | 755.34K | Jun 30, 26 | -37.74K | 9.58% |
| LPL Financial LLC | 439.28K | Jun 30, 26 | +54.83K | 5.57% |
| Gotham Asset Management, LLC | 400.00K | Jun 30, 26 | +400.00K | 5.07% |
| Geneos Wealth Management Inc. | 225.76K | Jun 30, 26 | +4.60K | 2.86% |
| 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% |
| HighTower Advisors, LLC | 154.63K | Jun 30, 26 | +66.42K | 1.96% |
| 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% |
| Johnson & White Wealth Management, LLC | 73.14K | Jun 30, 26 | +3.89K | 0.93% |
| LVW Advisors, LLC | 41.82K | Jun 30, 26 | +3.48K | 0.53% |
| Balboa Wealth Partners | 38.18K | Jun 30, 26 | -- | 0.48% |
| 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% |
| Triumph Capital Management | 17.27K | Jun 30, 26 | +2.00K | 0.22% |
| 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% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 9.94K | Jun 30, 26 | -630 | 0.13% |
| Diversify Advisory Services, LLC | 9.94K | Jun 30, 26 | -630 | 0.13% |
| FINANCIAL MANAGEMENT NETWORK INC | 9.67K | Jun 30, 26 | +9.67K | 0.12% |
| NewEdge Advisors, LLC | 2.98K | Jun 30, 26 | +2.98K | 0.04% |
| FIFTH THIRD BANCORP | 2.00K | Jun 30, 26 | -- | 0.03% |
| Lodestone Wealth Management LLC | 793 | Jun 30, 26 | +10 | 0.01% |
| Clearstead Advisors, LLC | 591 | Jun 30, 26 | -- | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 300 | Jun 30, 26 | +300 | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 217 | Jun 30, 26 | +217 | 0.00% |
| MORGAN STANLEY | 166 | Jun 30, 26 | +166 | 0.00% |
| Cresset Asset Management, LLC | -- | Jun 30, 26 | -23.84K | -- |
| Physician Wealth Advisors, Inc. | -- | Jun 30, 26 | -1.26K | -- |
| BROWN BROTHERS HARRIMAN & CO | -- | Jun 30, 26 | -50 | -- |
| UBS Group AG | -- | Jun 30, 26 | -1.00K | -- |
| COMERICA BANK | 2.00K | Dec 31, 25 | -- | 0.03% |