| HighTower Advisors, LLC | 8.53M | Sep 30, 26 | +552.50K | 88.13% |
| CAPTRUST FINANCIAL ADVISORS | 98.27K | Sep 30, 26 | -7.22K | 1.02% |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 96.52K | Sep 30, 26 | -16 | 1.00% |
| Diversified Trust Co | 72.44K | Sep 30, 26 | +72.44K | 0.75% |
| Clear Creek Financial Management, LLC | 70.75K | Sep 30, 26 | +2.77K | 0.73% |
| Mariner, LLC | 43.06K | Sep 30, 26 | +204 | 0.45% |
| BRIGHTON JONES LLC | 41.21K | Sep 30, 26 | -- | 0.43% |
| Cambridge Investment Research Advisors, Inc. | 25.14K | Sep 30, 26 | +237 | 0.26% |
| OSAIC HOLDINGS, INC. | 8.98K | Sep 30, 26 | -4 | 0.09% |
| JPMORGAN CHASE & CO | 5.38K | Sep 30, 26 | -4.58K | 0.06% |
| CreativeOne Wealth, LLC | 5.23K | Sep 30, 26 | -- | 0.05% |
| PNC FINANCIAL SERVICES GROUP, INC. | 2.05K | Sep 30, 26 | -- | 0.02% |
| UBS Group AG | 1.40K | Sep 30, 26 | +850 | 0.01% |
| CAPTRUST FINANCIAL ADVISORS | 105.50K | Jun 30, 26 | +86.77K | 1.09% |
| JPMORGAN CHASE & CO | 9.96K | Jun 30, 26 | +4.96K | 0.10% |
| OSAIC HOLDINGS, INC. | 8.98K | Jun 30, 26 | -1.04K | 0.09% |
| AQR CAPITAL MANAGEMENT LLC | 6.30K | Jun 30, 26 | -- | 0.07% |
| CreativeOne Wealth, LLC | 5.23K | Jun 30, 26 | +5.23K | 0.05% |
| BFC Planning, Inc. | 554 | Jun 30, 26 | +3 | 0.01% |
| UBS Group AG | 552 | Jun 30, 26 | -824 | 0.01% |
| NATIONAL BANK OF CANADA /FI/ | 76 | Jun 30, 26 | -- | 0.00% |
| MORGAN STANLEY | 1 | Jun 30, 26 | -1.16K | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -5.77K | -- |
| GTS SECURITIES LLC | -- | Jun 30, 26 | -30.59K | -- |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | -- | Jun 30, 26 | -551 | -- |
| Congress Wealth Management LLC / DE / | 11.43K | Jun 30, 25 | +11.43K | 0.12% |
| Hightower 6M Holding, LLC | 4.76M | Sep 30, 22 | +68.59K | 49.15% |
| 6 Meridian | 4.50M | Dec 31, 21 | +1.72K | 46.49% |
