| FLAGSHIP HARBOR ADVISORS, LLC | 34.00K | Sep 30, 26 | +24 | 3.55% |
| LPL Financial LLC | 12.19K | Sep 30, 26 | +30 | 1.27% |
| JNBA Financial Advisors | 7.22K | Sep 30, 26 | -- | 0.75% |
| COMMONWEALTH EQUITY SERVICES, LLC | 2.75K | Sep 30, 26 | -199 | 0.29% |
| First Bancorp, Inc /ME/ | 683 | Sep 30, 26 | -- | 0.07% |
| Elevated Capital Advisors, LLC | 583 | Sep 30, 26 | -- | 0.06% |
| FIFTH THIRD BANCORP | 166 | Sep 30, 26 | -- | 0.02% |
| Pioneer Family Office, LLC | 145 | Sep 30, 26 | -- | 0.02% |
| Parallel Advisors, LLC | 100 | Sep 30, 26 | -- | 0.01% |
| Laurel Wealth Advisors LLC | 62 | Sep 30, 26 | +62 | 0.01% |
| Latitude Advisors, LLC | 53 | Sep 30, 26 | +53 | 0.01% |
| Jacobi Capital Management LLC | 31 | Sep 30, 26 | +31 | 0.00% |
| Balance Wealth Partners LLC | 23 | Sep 30, 26 | +23 | 0.00% |
| ASSETMARK, INC | -- | Sep 30, 26 | -12 | -- |
| LifeSteps Financial, Inc. | -- | Sep 30, 26 | -80 | -- |
| Prism Advisors, Inc. | -- | Sep 30, 26 | -1.45K | -- |
| MORGAN STANLEY | 31.04K | Jun 30, 26 | +2.94K | 3.24% |
| GOLDMAN SACHS GROUP INC | 24.75K | Jun 30, 26 | +24.75K | 2.58% |
| AMERIPRISE FINANCIAL INC | 17.83K | Jun 30, 26 | -1.24K | 1.86% |
| Palisades Hudson Asset Management, L.P. | 14.14K | Jun 30, 26 | -1.23K | 1.48% |
| FLOW TRADERS U.S. LLC | 12.90K | Jun 30, 26 | -1.05K | 1.35% |
| WELLS FARGO & COMPANY/MN | 9.49K | Jun 30, 26 | +2.37K | 0.99% |
| Focus Partners Wealth | 9.41K | Jun 30, 26 | -- | 0.98% |
| UBS Group AG | 8.55K | Jun 30, 26 | -1.28K | 0.89% |
| Pathstone Holdings, LLC | 8.08K | Jun 30, 26 | -35 | 0.84% |
| HighTower Advisors, LLC | 6.86K | Jun 30, 26 | -260 | 0.72% |
| JONES FINANCIAL COMPANIES LLLP | 6.12K | Jun 30, 26 | +1.98K | 0.64% |
| GTS SECURITIES LLC | 6.07K | Jun 30, 26 | -2.24K | 0.63% |
| Federation des caisses Desjardins du Quebec | 4.72K | Jun 30, 26 | -- | 0.49% |
| RAYMOND JAMES FINANCIAL INC | 4.57K | Jun 30, 26 | +1.89K | 0.48% |
| ROYAL BANK OF CANADA | 4.38K | Jun 30, 26 | -356 | 0.46% |
| Mariner, LLC | 3.90K | Jun 30, 26 | -20 | 0.41% |
| JANE STREET GROUP, LLC | 3.53K | Jun 30, 26 | +1.69K | 0.37% |
| OSAIC HOLDINGS, INC. | 2.85K | Jun 30, 26 | +1.45K | 0.30% |
| Private Advisor Group, LLC | 2.17K | Jun 30, 26 | -- | 0.23% |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 1.96K | Jun 30, 26 | -- | 0.20% |
| Lakeridge Wealth Management LLC | 1.93K | Jun 30, 26 | -- | 0.20% |
| NATIONAL BANK OF CANADA /FI/ | 1.72K | Jun 30, 26 | -- | 0.18% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 1.65K | Jun 30, 26 | +105 | 0.17% |
| ENVESTNET ASSET MANAGEMENT INC | 1.50K | Jun 30, 26 | +1.50K | 0.16% |
| Rockefeller Capital Management L.P. | 1.04K | Jun 30, 26 | -- | 0.11% |
| Atlantic Union Bankshares Corp | 850 | Jun 30, 26 | -- | 0.09% |
| BANK OF MONTREAL /CAN/ | 805 | Jun 30, 26 | -- | 0.08% |
| HOWE & RUSLING INC | 563 | Jun 30, 26 | -- | 0.06% |
| Hamrick Investment Counsel, llc | 555 | Jun 30, 26 | -75 | 0.06% |
| AE Wealth Management LLC | 366 | Jun 30, 26 | -- | 0.04% |
| FMR LLC | 365 | Jun 30, 26 | -- | 0.04% |
| BLAIR WILLIAM & CO/IL | 339 | Jun 30, 26 | -- | 0.04% |
| Westfuller Advisors, LLC | 212 | Jun 30, 26 | -- | 0.02% |
| FIFTH THIRD BANCORP | 166 | Jun 30, 26 | -- | 0.02% |
| McMillan Office, Inc. | 105 | Jun 30, 26 | -- | 0.01% |
| Ameritas Investment Partners, Inc. | 100 | Jun 30, 26 | -- | 0.01% |
| BFC Planning, Inc. | 58 | Jun 30, 26 | -- | 0.01% |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | 58 | Jun 30, 26 | -- | 0.01% |
| Kiker Wealth Management, LLC | 52 | Jun 30, 26 | -- | 0.01% |
| Strive Financial Group ,LLC | 14 | Jun 30, 26 | -- | 0.00% |
| Founders Financial Alliance, LLC | 12 | Jun 30, 26 | -- | 0.00% |
| HOLLENCREST CAPITAL MANAGEMENT | 8 | Jun 30, 26 | -- | 0.00% |
| Smartleaf Asset Management LLC | 4 | Jun 30, 26 | -- | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 3 | Jun 30, 26 | +3 | 0.00% |
| HHM Wealth Advisors, LLC | -- | Jun 30, 26 | -34 | -- |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | -- | Jun 30, 26 | -43 | -- |
| CWM, LLC | 1.87K | Mar 31, 26 | -- | 0.20% |
| Ransom Advisory, Ltd | 100 | Dec 31, 25 | +100 | 0.01% |
| COMERICA BANK | -- | Dec 31, 25 | -404 | -- |
| Money Design Co.,Ltd. | 23.46K | Jun 30, 25 | -2.04K | 2.45% |
| Lindbrook Capital, LLC | 55 | Mar 31, 25 | -- | 0.01% |
| Bray Capital Advisors | 52 | Dec 31, 24 | -- | 0.01% |
| Raymond James Financial Services Advisors, Inc. | 2.85K | Sep 30, 24 | -599 | 0.30% |
| FinTrust Capital Advisors, LLC | 100 | Sep 30, 24 | -- | 0.01% |
| Atlas Private Wealth Management | 8.08K | Mar 31, 24 | -- | 0.84% |
| PATHSTONE FAMILY OFFICE, LLC | 8.90K | Sep 30, 23 | +8.90K | 0.93% |
| Veritable, L.P. | 8.90K | Jun 30, 23 | -- | 0.93% |
| Cribstone Capital Management, LLC | -- | Dec 31, 22 | -60 | -- |
| Highland Private Wealth Management | 4.35K | Sep 30, 22 | -- | 0.45% |
| American Portfolios Advisors | 99 | Sep 30, 22 | -- | 0.01% |
| ACG Wealth | -- | Sep 30, 22 | -239 | -- |
| Private Capital Group, LLC | -- | Jun 30, 22 | -130 | -- |
| Carroll Financial Associates, Inc. | 1.10K | Dec 31, 21 | -- | 0.11% |
| NEXT Financial Group, Inc | 599 | Dec 31, 21 | +1 | 0.06% |
| SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 318 | Jun 30, 21 | -- | 0.03% |
| Hoover Financial Advisors, Inc. | 278 | Jun 30, 21 | +235 | 0.03% |
| SUNFLOWER BANK, NA WEALTH MANAGEMENT | 1.86K | Sep 30, 20 | +1.86K | 0.19% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 9.93K | Dec 31, 19 | -19 | 1.04% |
| Advisor Group, Inc. | 300 | Dec 31, 19 | -65 | 0.03% |
| MSI Financial Services Inc | 673 | Dec 31, 16 | -74 | 0.07% |
