| NATURAL INVESTMENTS, LLC | 34.08K | Sep 30, 26 | +2.03K | 3.79% |
| CULLEN/FROST BANKERS, INC. | 28.82K | Sep 30, 26 | +1.80K | 3.20% |
| Meramec Financial Planners, LLC | 1.80K | Sep 30, 26 | -- | 0.20% |
| BANK OF MONTREAL /CAN/ | 633 | Sep 30, 26 | -- | 0.07% |
| UBS Group AG | 84 | Sep 30, 26 | -611 | 0.01% |
| Capital Investment Advisory Services, LLC | 66 | Sep 30, 26 | -- | 0.01% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 45 | Sep 30, 26 | -- | 0.01% |
| ROTHSCHILD INVESTMENT LLC | 15 | Sep 30, 26 | -- | 0.00% |
| Avior Wealth Management, LLC | -- | Sep 30, 26 | -94.31K | -- |
| Focus Partners Wealth | 25.25K | Jun 30, 26 | -8.55K | 2.81% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17.13K | Jun 30, 26 | -12.69K | 1.90% |
| PRINCIPAL SECURITIES, INC. | 11.60K | Jun 30, 26 | -- | 1.29% |
| JANE STREET GROUP, LLC | 10.32K | Jun 30, 26 | +10.32K | 1.15% |
| Pathstone Holdings, LLC | 6.88K | Jun 30, 26 | -- | 0.77% |
| Kingsview Wealth Management, LLC | 5.76K | Jun 30, 26 | +212 | 0.64% |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | 3.40K | Jun 30, 26 | -- | 0.38% |
| BFC Planning, Inc. | 3.40K | Jun 30, 26 | -- | 0.38% |
| Integrated Wealth Concepts LLC | 1.94K | Jun 30, 26 | +1.94K | 0.22% |
| OSAIC HOLDINGS, INC. | 1.56K | Jun 30, 26 | +1.28K | 0.17% |
| ROYAL BANK OF CANADA | 1.01K | Jun 30, 26 | -- | 0.11% |
| UBS Group AG | 695 | Jun 30, 26 | +695 | 0.08% |
| Rockefeller Capital Management L.P. | 166 | Jun 30, 26 | -- | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 146 | Jun 30, 26 | +146 | 0.02% |
| MORGAN STANLEY | 66 | Jun 30, 26 | -- | 0.01% |
| JPMORGAN CHASE & CO | 46 | Jun 30, 26 | +29 | 0.01% |
| WELLS FARGO & COMPANY/MN | 1 | Jun 30, 26 | -- | 0.00% |
| GTS SECURITIES LLC | -- | Jun 30, 26 | -5.63K | -- |
| Private Wealth Advisors, LLC | -- | Jun 30, 26 | -38.01K | -- |
| CWM, LLC | 469 | Mar 31, 26 | -- | 0.05% |
| CIBC Private Wealth Group LLC | 738 | Dec 31, 25 | +738 | 0.08% |
| Custom Portfolio Group LLC | 4.58K | Jun 30, 24 | -- | 0.51% |
| Simplicity Solutions, LLC | 12.02K | Dec 31, 23 | -- | 1.34% |
| PATHSTONE FAMILY OFFICE, LLC | 98.37K | Sep 30, 23 | +98.37K | 10.94% |
| COLONY GROUP LLC | 23.76K | Sep 30, 23 | -13.52K | 2.64% |
| Veritable, L.P. | 38.89K | Jun 30, 23 | -- | 4.33% |
| Cribstone Capital Management, LLC | 1.15K | Dec 31, 22 | -- | 0.13% |
| HC FINANCIAL ADVISORS INC | 645 | Jun 30, 22 | -- | 0.07% |
| RITTER DANIHER FINANCIAL ADVISORY LLC | 928 | Mar 31, 22 | +178 | 0.10% |
| NEXT Financial Group, Inc | 19.73K | Dec 31, 21 | -16.50K | 2.19% |
| Carroll Financial Associates, Inc. | 3.30K | Dec 31, 21 | +186 | 0.37% |
| Advisor Group, Inc. | 10.52K | Dec 31, 19 | +33 | 1.17% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 1.28K | Dec 31, 19 | -185 | 0.14% |
