| Cerity Partners LLC | 5.16M | Jun 30, 26 | +1.09M | 14.03% |
| MORGAN STANLEY | 3.24M | Jun 30, 26 | +56.59K | 8.79% |
| Hartford Funds Management Co LLC | 2.57M | Jun 30, 26 | +41.18K | 6.99% |
| BANK OF AMERICA CORP /DE/ | 2.56M | Jun 30, 26 | -64.49K | 6.96% |
| Pathstone Holdings, LLC | 1.78M | Jun 30, 26 | +1.78M | 4.83% |
| WCG Wealth Advisors LLC | 1.77M | Jun 30, 26 | +39.49K | 4.82% |
| LPL Financial LLC | 1.08M | Jun 30, 26 | +112.05K | 2.94% |
| Intellus Advisors LLC | 1.05M | Jun 30, 26 | +3.95K | 2.86% |
| FOSTER & MOTLEY INC | 1.02M | Jun 30, 26 | -54.47K | 2.76% |
| Mariner, LLC | 944.02K | Jun 30, 26 | -9.24K | 2.57% |
| RAYMOND JAMES FINANCIAL INC | 925.81K | Jun 30, 26 | +1.98K | 2.52% |
| UBS Group AG | 771.11K | Jun 30, 26 | +112.81K | 2.10% |
| AMERIPRISE FINANCIAL INC | 485.55K | Jun 30, 26 | +187.35K | 1.32% |
| Goldstein Advisors, LLC | 471.74K | Jun 30, 26 | +23.95K | 1.28% |
| BEARING POINT CAPITAL, LLC | 457.93K | Jun 30, 26 | +35.18K | 1.24% |
| Private Advisor Group, LLC | 439.22K | Jun 30, 26 | -110.25K | 1.19% |
| CAPTRUST FINANCIAL ADVISORS | 424.03K | Jun 30, 26 | -6.60K | 1.15% |
| JONES FINANCIAL COMPANIES LLLP | 417.10K | Jun 30, 26 | +84.80K | 1.13% |
| Cetera Investment Advisers | 379.83K | Jun 30, 26 | -8.62K | 1.03% |
| ROYAL BANK OF CANADA | 234.50K | Jun 30, 26 | +8.27K | 0.64% |
| Lido Advisors, LLC | 227.38K | Jun 30, 26 | -14.23K | 0.62% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 180.70K | Jun 30, 26 | -6.89K | 0.49% |
| Clearstead Advisors, LLC | 178.20K | Jun 30, 26 | -178.14K | 0.48% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 156.84K | Jun 30, 26 | -5.47K | 0.43% |
| IAG Wealth Partners, LLC | 115.71K | Jun 30, 26 | -3.09K | 0.31% |
| STIFEL FINANCIAL CORP | 115.21K | Jun 30, 26 | +12.27K | 0.31% |
| WELLS FARGO & COMPANY/MN | 103.66K | Jun 30, 26 | +53.40K | 0.28% |
| WESCAP Management Group, Inc. | 98.79K | Jun 30, 26 | +880 | 0.27% |
| JANE STREET GROUP, LLC | 97.78K | Jun 30, 26 | -12.88K | 0.27% |
| TRUIST FINANCIAL CORP | 97.61K | Jun 30, 26 | -2.52K | 0.27% |
| Steward Partners Investment Advisory, LLC | 94.46K | Jun 30, 26 | -43.67K | 0.26% |
| HOWARD FINANCIAL SERVICES, LTD. | 88.99K | Jun 30, 26 | +787 | 0.24% |
| Modern Wealth Management, LLC | 86.18K | Jun 30, 26 | -2.55K | 0.23% |
| Vawter Financial, Ltd. | 83.85K | Jun 30, 26 | -10.54K | 0.23% |
| NewEdge Advisors, LLC | 80.00K | Jun 30, 26 | -263 | 0.22% |
| Pensionmark Financial Group, LLC | 75.50K | Jun 30, 26 | -- | 0.21% |
| Trilogy Capital Inc. | 74.63K | Jun 30, 26 | -232 | 0.20% |
| First PREMIER Bank | 71.02K | Jun 30, 26 | -- | 0.19% |
| ENVESTNET ASSET MANAGEMENT INC | 61.17K | Jun 30, 26 | +10.67K | 0.17% |
| Resources Investment Advisors, LLC. | 60.22K | Jun 30, 26 | -1.93K | 0.16% |
| Rockefeller Capital Management L.P. | 51.54K | Jun 30, 26 | -1.82K | 0.14% |
| COMMONWEALTH EQUITY SERVICES, LLC | 51.26K | Jun 30, 26 | -1.10K | 0.14% |
| Cambridge Investment Research Advisors, Inc. | 50.57K | Jun 30, 26 | -379 | 0.14% |
| FLAGSTAR ADVISORS INC. | 46.87K | Jun 30, 26 | -2.90K | 0.13% |
| Equitable Holdings, Inc. | 43.71K | Jun 30, 26 | -1.46K | 0.12% |
| HRT FINANCIAL LP | 42.93K | Jun 30, 26 | +42.93K | 0.12% |
| Empirical Asset Management, LLC | 41.11K | Jun 30, 26 | +2.67K | 0.11% |
| CRUX WEALTH ADVISORS | 39.66K | Jun 30, 26 | +145 | 0.11% |
| Apollon Financial, LLC | 38.60K | Jun 30, 26 | -326 | 0.10% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 35.35K | Jun 30, 26 | -426 | 0.10% |
| MAI Capital Management | 35.26K | Jun 30, 26 | -- | 0.10% |
| WEST MICHIGAN ADVISORS, LLC | 34.05K | Jun 30, 26 | +1.40K | 0.09% |
| Fermata Advisors, LLC | 25.99K | Jun 30, 26 | -1.98K | 0.07% |
| AQR CAPITAL MANAGEMENT LLC | 25.12K | Jun 30, 26 | +14.37K | 0.07% |
| INDEPENDENT FINANCIAL GROUP, LLC | 23.16K | Jun 30, 26 | -225 | 0.06% |
| Ethos Financial Group, LLC | 21.17K | Jun 30, 26 | +21.17K | 0.06% |
| NATIXIS ADVISORS, L.P. | 21.03K | Jun 30, 26 | +8.57K | 0.06% |
| HighTower Advisors, LLC | 20.84K | Jun 30, 26 | +166 | 0.06% |
| Allworth Financial LP | 20.56K | Jun 30, 26 | +261 | 0.06% |
| CLG LLC | 20.09K | Jun 30, 26 | -338 | 0.05% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 19.36K | Jun 30, 26 | -24 | 0.05% |
| Eagle Strategies LLC | 19.34K | Jun 30, 26 | +3.12K | 0.05% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 18.73K | Jun 30, 26 | +1.87K | 0.05% |
| White Pine Investment CO | 18.13K | Jun 30, 26 | +48 | 0.05% |
| CLIENT 1ST ADVISORY GROUP, LLC | 18.01K | Jun 30, 26 | -- | 0.05% |
| ADVISOR GROUP HOLDINGS, INC. | 17.31K | Jun 30, 26 | +10.31K | 0.05% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 16.23K | Jun 30, 26 | -402 | 0.04% |
| Aptus Capital Advisors, LLC | 16.23K | Jun 30, 26 | -402 | 0.04% |
| Sowa Financial Group, Inc. | 15.96K | Jun 30, 26 | -1.41K | 0.04% |
| MML INVESTORS SERVICES, LLC | 15.80K | Jun 30, 26 | +5.83K | 0.04% |
| Clearview Wealth Management LLC | 15.02K | Jun 30, 26 | -- | 0.04% |
| BlackRock, Inc. | 14.99K | Jun 30, 26 | +5.95K | 0.04% |
| D.A. DAVIDSON & CO. | 14.95K | Jun 30, 26 | -147 | 0.04% |
| PRINCIPAL SECURITIES, INC. | 13.99K | Jun 30, 26 | +7.81K | 0.04% |
| Cranbrook Wealth Management, LLC | 13.89K | Jun 30, 26 | -1.10K | 0.04% |
| Vise Technologies, Inc. | 13.65K | Jun 30, 26 | +13.65K | 0.04% |
| Larson Financial Group LLC | 13.36K | Jun 30, 26 | +36 | 0.04% |
| Sovran Advisors, LLC | 11.80K | Jun 30, 26 | -1.79K | 0.03% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 11.68K | Jun 30, 26 | +859 | 0.03% |
| UBS ASSET MANAGEMENT AMERICAS INC | 11.46K | Jun 30, 26 | -2.25K | 0.03% |
| Arkadios Wealth Advisors | 10.78K | Jun 30, 26 | -1.79K | 0.03% |
| BROWN BROTHERS HARRIMAN & CO | 10.23K | Jun 30, 26 | +10.23K | 0.03% |
| Cerity Partners Retirement Plan Advisors LLC | 9.73K | Jun 30, 26 | +9.73K | 0.03% |
| JPMORGAN CHASE & CO | 9.66K | Jun 30, 26 | +643 | 0.03% |
| Gotham Asset Management, LLC | 8.80K | Jun 30, 26 | -377 | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 8.67K | Jun 30, 26 | +984 | 0.02% |
| AdvisorNet Financial, Inc | 8.60K | Jun 30, 26 | +726 | 0.02% |
| Golden State Wealth Management, LLC | 8.47K | Jun 30, 26 | +105 | 0.02% |
| Janney Montgomery Scott LLC | 6.71K | Jun 30, 26 | -- | 0.02% |
| FMR LLC | 6.54K | Jun 30, 26 | -576 | 0.02% |
| INSIGNEO ADVISORY SERVICES, LLC | 6.50K | Jun 30, 26 | -- | 0.02% |
| Sanctuary Advisors, LLC | 6.46K | Jun 30, 26 | +138 | 0.02% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 6.39K | Jun 30, 26 | -106 | 0.02% |
| YARGER WEALTH STRATEGIES, LLC | 6.30K | Jun 30, 26 | +24 | 0.02% |
| Prospera Financial Services Inc | 6.28K | Jun 30, 26 | -20 | 0.02% |
| Creative Planning | 6.17K | Jun 30, 26 | +140 | 0.02% |
| Western Wealth Management, LLC | 6.08K | Jun 30, 26 | +330 | 0.02% |
| Bank of New York Mellon Corp | 5.93K | Jun 30, 26 | +153 | 0.02% |
| IFP Advisors, Inc | 5.71K | Jun 30, 26 | -121 | 0.02% |
| Kingsview Wealth Management, LLC | 5.67K | Jun 30, 26 | -41 | 0.02% |
| Farther Finance Advisors, LLC | 5.67K | Jun 30, 26 | +2 | 0.02% |
| ENCOMPASS WEALTH ADVISORS, LLC | 5.55K | Jun 30, 26 | -220 | 0.02% |
| Parallel Advisors, LLC | 5.24K | Jun 30, 26 | -- | 0.01% |
| GOLDMAN SACHS GROUP INC | 5.24K | Jun 30, 26 | +5.24K | 0.01% |
| NorthRock Partners, LLC | 5.11K | Jun 30, 26 | -622 | 0.01% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 5.10K | Jun 30, 26 | +5.10K | 0.01% |
| Global Retirement Partners, LLC | 3.96K | Jun 30, 26 | +3.96K | 0.01% |
| HARBOUR INVESTMENTS, INC. | 3.39K | Jun 30, 26 | +4 | 0.01% |
| Capital Investment Advisory Services, LLC | 3.11K | Jun 30, 26 | +3.11K | 0.01% |
| FIFTH THIRD BANCORP | 2.89K | Jun 30, 26 | -29 | 0.01% |
| EVERMAY WEALTH MANAGEMENT LLC | 2.09K | Jun 30, 26 | -531 | 0.01% |
| PRIVATE TRUST CO NA | 1.81K | Jun 30, 26 | +78 | 0.00% |
| SRS Capital Advisors, Inc. | 1.79K | Jun 30, 26 | +1.79K | 0.00% |
| US BANCORP \DE\ | 1.22K | Jun 30, 26 | -- | 0.00% |
| Oakworth Capital, Inc. | 1.19K | Jun 30, 26 | -- | 0.00% |
| Golden State Equity Partners | 996 | Jun 30, 26 | -- | 0.00% |
| Gen-Wealth Partners Inc | 811 | Jun 30, 26 | -- | 0.00% |
| GW&K Investment Management, LLC | 724 | Jun 30, 26 | -- | 0.00% |
| VANGUARD ADVISERS INC | 617 | Jun 30, 26 | -- | 0.00% |
| CITIGROUP INC | 520 | Jun 30, 26 | -13.84K | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 500 | Jun 30, 26 | -- | 0.00% |
| ASSETMARK, INC | 422 | Jun 30, 26 | +329 | 0.00% |
| Bank & Trust Co | 405 | Jun 30, 26 | -- | 0.00% |
| Highland Investment Advisors LLC | 353 | Jun 30, 26 | +353 | 0.00% |
| CoreCap Advisors, LLC | 277 | Jun 30, 26 | -2 | 0.00% |
| Spectrum Wealth Advisory Group, LLC | 184 | Jun 30, 26 | +184 | 0.00% |
| Miller Capital Partners, Inc. | 141 | Jun 30, 26 | -- | 0.00% |
| Downshift Financial, LLC | 53 | Jun 30, 26 | +53 | 0.00% |
| Wagner Wealth Management, LLC | 23 | Jun 30, 26 | -- | 0.00% |
| Dunhill Financial, LLC | 16 | Jun 30, 26 | +16 | 0.00% |
| Team Financial Group, LLC | -- | Jun 30, 26 | -605 | -- |
| WealthPlan Investment Management, LLC | -- | Jun 30, 26 | -6.18K | -- |
| Onyx Bridge Wealth Group LLC | -- | Jun 30, 26 | -5.21K | -- |
| BKM Wealth Management, LLC | -- | Jun 30, 26 | -7.56K | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -264.68K | -- |
| Pinnacle Bancorp, Inc. | -- | Jun 30, 26 | -415 | -- |
| Bennett Associates Wealth Management | -- | Jun 30, 26 | -64.52K | -- |
| QUADRANT CAPITAL GROUP LLC | -- | Jun 30, 26 | -4.32K | -- |
| GTS SECURITIES LLC | -- | Jun 30, 26 | -8.97K | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -2.43K | -- |
| Waverly Advisors, LLC | -- | Jun 30, 26 | -7.76K | -- |
| Ancora Advisors, LLC | -- | Jun 30, 26 | -114 | -- |
| WEBSTER BANK, N. A. | -- | Jun 30, 26 | -1.51K | -- |
| Mill Creek Capital Advisors, LLC | 1.77M | Mar 31, 26 | -48.33K | 4.81% |
| CWM, LLC | 3.14K | Mar 31, 26 | -142 | 0.01% |
| Clarius Group, LLC | 178.57K | Dec 31, 25 | -15.26K | 0.49% |
| COMERICA BANK | 3.07K | Dec 31, 25 | -36 | 0.01% |
| Kathleen S. Wright Associates Inc. | 7.99K | Sep 30, 25 | -- | 0.02% |
| Financial Advocates Investment Management | -- | Sep 30, 25 | -8.76K | -- |
| AVANTAX ADVISORY SERVICES, INC. | 310.54K | Jun 30, 25 | -1.97K | 0.84% |
| Householder Group Estate & Retirement Specialist, LLC | -- | Dec 31, 24 | -133 | -- |
| RAYMOND JAMES & ASSOCIATES | 979.24K | Sep 30, 24 | -32.04K | 2.66% |
| Raymond James Financial Services Advisors, Inc. | 723.35K | Sep 30, 24 | -555.40K | 1.97% |
| RAYMOND JAMES TRUST N.A. | 15.58K | Sep 30, 24 | -419 | 0.04% |
| Arden Trust Co | 486.19K | Jun 30, 24 | -176.53K | 1.32% |
| Cetera Advisor Networks LLC | 123.20K | Mar 31, 24 | +3.40K | 0.33% |
| Baystate Wealth Management LLC | 899.40K | Dec 31, 23 | +32.39K | 2.44% |
| Resource Planning Group | 127.48K | Dec 31, 23 | -27.21K | 0.35% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 68.28K | Sep 30, 23 | -99.73K | 0.19% |
| Quantitative Advantage, LLC | 427.06K | Mar 31, 23 | -9.71K | 1.16% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 93.47K | Sep 30, 22 | -6.34K | 0.25% |
| Strategic Asset Management, LLC | 4.88K | Sep 30, 22 | -- | 0.01% |
| American Portfolios Advisors | 233 | Sep 30, 22 | -169 | 0.00% |
| ACG Wealth | -- | Sep 30, 22 | -3.00K | -- |
| Pinnacle Private Wealth, LLC | 19.37K | Jun 30, 22 | +1.52K | 0.05% |
| Titus Wealth Management | 11.39K | Jun 30, 22 | +319 | 0.03% |
| Permit Capital Advisors, LLC | 535 | Mar 31, 22 | +535 | 0.00% |
| VIVID FINANCIAL MANAGEMENT, INC. | 13.85K | Dec 31, 21 | -1.09K | 0.04% |
| NEXT Financial Group, Inc | 6.76K | Dec 31, 21 | -152 | 0.02% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 269.45K | Sep 30, 21 | +24.66K | 0.73% |
| Ameritas Investment Company, LLC | 15.22K | Sep 30, 21 | +4.88K | 0.04% |
| Paracle Advisors, LLC | 745.61K | Mar 31, 21 | +32.31K | 2.03% |
| OLD MISSION CAPITAL, LLC | 37.68K | Dec 31, 20 | +37.68K | 0.10% |
| ROWLAND CARMICHAEL ADVISORS INC /ADV | 36.71K | Dec 31, 20 | -37.95K | 0.10% |
| Stearns Financial Services Group | 46.53K | Sep 30, 20 | -950.25K | 0.13% |
| First Allied Advisory Services, Inc. | -- | Sep 30, 20 | -8.89K | -- |
| TRUEWEALTH LLC | -- | Jun 30, 20 | -2.39K | -- |
| Advisor Group, Inc. | 218.29K | Dec 31, 19 | -15.41K | 0.59% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 75.35K | Dec 31, 19 | +30.55K | 0.20% |
| BB&T SECURITIES, LLC | 609.15K | Sep 30, 19 | +54.33K | 1.66% |
| Lattice Strategies LLC | 946.75K | Mar 31, 19 | +8.91K | 2.57% |
| BB&T INVESTMENT SERVICES, INC. | 221 | Dec 31, 17 | +221 | 0.00% |
| Commonwealth Equity Services, Inc | 10.24K | Jun 30, 17 | +10.24K | 0.03% |