| SEI INVESTMENTS CO | 7.92M | Sep 30, 26 | -728.14K | 79.86% |
| SUMMIT WEALTH GROUP LLC / CO | 2.01M | Sep 30, 26 | +360.57K | 20.24% |
| NorthStar Asset Management LLC /NJ/ | 275.30K | Sep 30, 26 | +275.30K | 2.78% |
| S&T BANK/PA | 247.85K | Sep 30, 26 | -1.62K | 2.50% |
| Merit Financial Group, LLC | 201.12K | Sep 30, 26 | +3.53K | 2.03% |
| TRUIST FINANCIAL CORP | 149.43K | Sep 30, 26 | -3.99K | 1.51% |
| Geneos Wealth Management Inc. | 114.33K | Sep 30, 26 | +114.33K | 1.15% |
| K2 Financial Inc. | 60.35K | Sep 30, 26 | -6.50K | 0.61% |
| Savant Capital, LLC | 54.05K | Sep 30, 26 | +26.96K | 0.55% |
| Global Retirement Partners, LLC | 39.54K | Sep 30, 26 | -1.87K | 0.40% |
| Cambridge Investment Research Advisors, Inc. | 36.48K | Sep 30, 26 | -1.49K | 0.37% |
| Csenge Advisory Group | 35.17K | Sep 30, 26 | -1.60K | 0.35% |
| FAI Advisors, Inc. | 29.91K | Sep 30, 26 | -2.62K | 0.30% |
| NewEdge Advisors, LLC | 28.85K | Sep 30, 26 | -2.35K | 0.29% |
| COMPASS CAPITAL CORP /MA/ /ADV | 24.96K | Sep 30, 26 | -1.13K | 0.25% |
| PETRA FINANCIAL ADVISORS INC | 23.34K | Sep 30, 26 | -1.21K | 0.24% |
| United Advisor Group, LLC | 21.04K | Sep 30, 26 | -2.64K | 0.21% |
| WPG Advisers, LLC | 17.61K | Sep 30, 26 | +1.09K | 0.18% |
| OSAIC HOLDINGS, INC. | 11.78K | Sep 30, 26 | +976 | 0.12% |
| JANE STREET GROUP, LLC | 11.11K | Sep 30, 26 | +11.11K | 0.11% |
| Lynx Investment Advisory | 11.05K | Sep 30, 26 | -734 | 0.11% |
| PRINCIPAL SECURITIES, INC. | 10.72K | Sep 30, 26 | +1.16K | 0.11% |
| LPL Financial LLC | 9.26K | Sep 30, 26 | -415 | 0.09% |
| Cornermen Financial, LLC | 7.91K | Sep 30, 26 | +7.91K | 0.08% |
| Accelerate Investment Advisors LLC | 5.62K | Sep 30, 26 | -72 | 0.06% |
| UBS Group AG | 2.84K | Sep 30, 26 | +1.27K | 0.03% |
| Rossby Financial, LCC | 2.67K | Sep 30, 26 | -7 | 0.03% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.32K | Sep 30, 26 | +2.09K | 0.02% |
| HARBOUR INVESTMENTS, INC. | 1.68K | Sep 30, 26 | -188 | 0.02% |
| Silver Grove Financial Group, Inc. | 1.65K | Sep 30, 26 | +265 | 0.02% |
| Continuum Advisory, LLC | 908 | Sep 30, 26 | -698 | 0.01% |
| AMERIFLEX GROUP, INC. | 59 | Sep 30, 26 | -79 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 36 | Sep 30, 26 | +36 | 0.00% |
| JPMORGAN CHASE & CO | 32 | Sep 30, 26 | -- | 0.00% |
| HORIZON FINANCIAL SERVICES, LLC | 23 | Sep 30, 26 | -- | 0.00% |
| Ameritas Advisory Services, LLC | 8 | Sep 30, 26 | -- | 0.00% |
| Apella Capital, LLC | -- | Sep 30, 26 | -17.62K | -- |
| AdvisorNet Financial, Inc | -- | Sep 30, 26 | -1.54K | -- |
| JONES FINANCIAL COMPANIES LLLP | -- | Sep 30, 26 | -145 | -- |
| Synergy Investment Management, LLC | -- | Sep 30, 26 | -941 | -- |
| Stratos Wealth Partners, LTD. | -- | Sep 30, 26 | -9.04K | -- |
| Blue Trust, Inc. | -- | Sep 30, 26 | -206 | -- |
| ENVESTNET ASSET MANAGEMENT INC | 162.83K | Jun 30, 26 | +1.99K | 1.64% |
| Beacon Pointe Advisors, LLC | 151.63K | Jun 30, 26 | +3.87K | 1.53% |
| NewEdge Advisors, LLC | 31.20K | Jun 30, 26 | +279 | 0.31% |
| GOLDMAN SACHS GROUP INC | 29.10K | Jun 30, 26 | +29.10K | 0.29% |
| COMPASS CAPITAL CORP /MA/ /ADV | 26.09K | Jun 30, 26 | +5.23K | 0.26% |
| CAHILL FINANCIAL ADVISORS INC | 19.90K | Jun 30, 26 | -454 | 0.20% |
| Cassady Wealth & Retirement Planning, LLC | 11.51K | Jun 30, 26 | +432 | 0.12% |
| OSAIC HOLDINGS, INC. | 10.80K | Jun 30, 26 | -12.02K | 0.11% |
| PRINCIPAL SECURITIES, INC. | 9.56K | Jun 30, 26 | +842 | 0.10% |
| CITADEL ADVISORS LLC | 9.37K | Jun 30, 26 | +9.37K | 0.09% |
| NORTHERN TRUST CORP | 6.55K | Jun 30, 26 | -- | 0.07% |
| MERCER GLOBAL ADVISORS INC /ADV | 2.22K | Jun 30, 26 | +2.22K | 0.02% |
| ROYAL BANK OF CANADA | 1.98K | Jun 30, 26 | -1.21K | 0.02% |
| Continuum Advisory, LLC | 1.61K | Jun 30, 26 | +1.61K | 0.02% |
| WELLS FARGO & COMPANY/MN | 816 | Jun 30, 26 | +816 | 0.01% |
| TOP Private Wealth LLC. | 328 | Jun 30, 26 | +328 | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 232 | Jun 30, 26 | +232 | 0.00% |
| AMERIFLEX GROUP, INC. | 138 | Jun 30, 26 | +138 | 0.00% |
| JPMORGAN CHASE & CO | 32 | Jun 30, 26 | -- | 0.00% |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -2.02K | -- |
| MORGAN STANLEY | -- | Jun 30, 26 | -1 | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -15.12K | -- |
| EXENCIAL WEALTH ADVISORS, LLC | 29.08K | Mar 31, 26 | +2.57K | 0.29% |
| CWM, LLC | 210 | Mar 31, 26 | -- | 0.00% |
| Yeomans Consulting Group, Inc. | 109.23K | Dec 31, 25 | +109.23K | 1.10% |
| Stark Wealth Management LLC | 40.41K | Dec 31, 25 | +7.00K | 0.41% |
| Binnacle Investments Inc | 3.88K | Sep 30, 25 | +481 | 0.04% |
| My Legacy Advisors, LLC | 7.34K | Jun 30, 25 | -72 | 0.07% |
| HART & PATTERSON FINANCIAL GROUP LLC | 117.11K | Dec 31, 24 | -2.47K | 1.18% |
