| STATE STREET CORP | 3.89M | Sep 30, 26 | +23.33K | 9.03% |
| 3EDGE Asset Management, LP | 1.54M | Sep 30, 26 | -125.61K | 3.58% |
| Cerity Partners LLC | 1.06M | Sep 30, 26 | +234.69K | 2.47% |
| LPL Financial LLC | 917.93K | Sep 30, 26 | +69.09K | 2.13% |
| Willow Creek Wealth Management Inc. | 792.54K | Sep 30, 26 | +106.67K | 1.84% |
| Hughes Financial Services, LLC | 652.00K | Sep 30, 26 | -156.83K | 1.51% |
| IFG Advisory, LLC | 483.14K | Sep 30, 26 | +136.55K | 1.12% |
| Bank of New York Mellon Corp | 461.00K | Sep 30, 26 | +298.98K | 1.07% |
| FULTON BREAKEFIELD BROENNIMAN LLC | 427.45K | Sep 30, 26 | +1.44K | 0.99% |
| MORGAN STANLEY | 417.07K | Sep 30, 26 | -4.07K | 0.97% |
| ERn Financial, LLC | 393.42K | Sep 30, 26 | +21.47K | 0.91% |
| FLAGSHIP HARBOR ADVISORS, LLC | 391.44K | Sep 30, 26 | +80.72K | 0.91% |
| Private Advisor Group, LLC | 346.97K | Sep 30, 26 | +24.79K | 0.81% |
| SeaBridge Investment Advisors LLC | 330.25K | Sep 30, 26 | +13.72K | 0.77% |
| Aquire Wealth Advisors, LLC | 203.82K | Sep 30, 26 | -2.97K | 0.47% |
| GREAT VALLEY ADVISOR GROUP, INC. | 200.90K | Sep 30, 26 | +513 | 0.47% |
| JPMORGAN CHASE & CO | 183.73K | Sep 30, 26 | +79.70K | 0.43% |
| Cetera Investment Advisers | 170.90K | Sep 30, 26 | +2.82K | 0.40% |
| RAYMOND JAMES FINANCIAL INC | 133.73K | Sep 30, 26 | +13.94K | 0.31% |
| Allen Capital Group, LLC | 132.44K | Sep 30, 26 | +47.21K | 0.31% |
| Garde Capital, Inc. | 119.02K | Sep 30, 26 | -8.47K | 0.28% |
| FLOW TRADERS U.S. LLC | 118.05K | Sep 30, 26 | +105.72K | 0.27% |
| TIAA TRUST, NATIONAL ASSOCIATION | 111.80K | Sep 30, 26 | +10.73K | 0.26% |
| Verde Capital Management | 105.85K | Sep 30, 26 | -23.74K | 0.25% |
| Wilshire Advisors LLC | 97.94K | Sep 30, 26 | +97.94K | 0.23% |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 95.90K | Sep 30, 26 | +3.61K | 0.22% |
| ALTFEST L J & CO INC | 83.52K | Sep 30, 26 | +4.12K | 0.19% |
| Jacobi Capital Management LLC | 82.23K | Sep 30, 26 | +3.30K | 0.19% |
| Continuum Advisory, LLC | 81.28K | Sep 30, 26 | +1.11K | 0.19% |
| Cambridge Investment Research Advisors, Inc. | 79.12K | Sep 30, 26 | +9.70K | 0.18% |
| Rinkey Investments | 78.21K | Sep 30, 26 | +7.08K | 0.18% |
| TRUIST FINANCIAL CORP | 73.65K | Sep 30, 26 | -4.82K | 0.17% |
| Gerber Kawasaki Wealth & Investment Management | 70.23K | Sep 30, 26 | +1.91K | 0.16% |
| UBS Group AG | 67.33K | Sep 30, 26 | +44.03K | 0.16% |
| Mariner, LLC | 54.78K | Sep 30, 26 | -1.60K | 0.13% |
| OSAIC HOLDINGS, INC. | 54.59K | Sep 30, 26 | +4.25K | 0.13% |
| Treasure Coast Financial Planning | 45.45K | Sep 30, 26 | +17.64K | 0.11% |
| CARY STREET PARTNERS FINANCIAL LLC | 42.34K | Sep 30, 26 | +1.06K | 0.10% |
| Vise Technologies, Inc. | 41.57K | Sep 30, 26 | +27.03K | 0.10% |
| Geneos Wealth Management Inc. | 39.12K | Sep 30, 26 | +608 | 0.09% |
| Sanctuary Advisors, LLC | 39.10K | Sep 30, 26 | +875 | 0.09% |
| Busey Bank | 33.90K | Sep 30, 26 | -740 | 0.08% |
| FIFTH THIRD BANCORP | 33.90K | Sep 30, 26 | -3.16K | 0.08% |
| Lido Advisors, LLC | 31.00K | Sep 30, 26 | -- | 0.07% |
| Modera Wealth Management, LLC | 30.25K | Sep 30, 26 | -- | 0.07% |
| Creative Planning | 29.16K | Sep 30, 26 | +828 | 0.07% |
| Auour Investments LLC | 27.29K | Sep 30, 26 | -132 | 0.06% |
| LYNX CAPITAL GROUP LTD /ADV | 23.80K | Sep 30, 26 | +12.10K | 0.06% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 23.50K | Sep 30, 26 | +173 | 0.05% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 22.72K | Sep 30, 26 | -10.51K | 0.05% |
| Range Advisory, LLC | 22.30K | Sep 30, 26 | +22.30K | 0.05% |
| MML INVESTORS SERVICES, LLC | 20.25K | Sep 30, 26 | -19.54K | 0.05% |
| Amicus Financial Advisors, LLC | 19.34K | Sep 30, 26 | +51 | 0.04% |
| KEYBANK NATIONAL ASSOCIATION/OH | 18.57K | Sep 30, 26 | -155 | 0.04% |
| COMMONWEALTH EQUITY SERVICES, LLC | 17.73K | Sep 30, 26 | -43 | 0.04% |
| OneDigital Investment Advisors LLC | 17.11K | Sep 30, 26 | +1.36K | 0.04% |
| Focus Advisor Solutions, LLC | 14.52K | Sep 30, 26 | +5.58K | 0.03% |
| Janney Montgomery Scott LLC | 14.08K | Sep 30, 26 | -1.59K | 0.03% |
| Barnes Wealth Management Group, Inc | 13.30K | Sep 30, 26 | +1.03K | 0.03% |
| Valtinson Bruner Financial Planning LLC | 12.84K | Sep 30, 26 | +1 | 0.03% |
| Independent Advisor Alliance | 12.77K | Sep 30, 26 | +12.77K | 0.03% |
| Kohmann Bosshard Financial Services, LLC | 12.02K | Sep 30, 26 | -- | 0.03% |
| Banque Transatlantique SA | 10.83K | Sep 30, 26 | +1.00K | 0.03% |
| Savant Capital, LLC | 10.41K | Sep 30, 26 | -13.59K | 0.02% |
| D.A. DAVIDSON & CO. | 10.12K | Sep 30, 26 | +927 | 0.02% |
| Global Retirement Partners, LLC | 9.96K | Sep 30, 26 | +67 | 0.02% |
| HighTower Advisors, LLC | 9.83K | Sep 30, 26 | +9.83K | 0.02% |
| Banco Santander, S.A. | 9.55K | Sep 30, 26 | -- | 0.02% |
| Keystone Financial Group | 9.49K | Sep 30, 26 | -450 | 0.02% |
| NWAM LLC | 9.27K | Sep 30, 26 | -1.01K | 0.02% |
| CAPTRUST FINANCIAL ADVISORS | 9.19K | Sep 30, 26 | +9.19K | 0.02% |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 8.98K | Sep 30, 26 | -319 | 0.02% |
| SILVER OAK SECURITIES, INCORPORATED | 8.85K | Sep 30, 26 | +3 | 0.02% |
| Golden State Wealth Management, LLC | 8.02K | Sep 30, 26 | +92 | 0.02% |
| Larson Financial Group LLC | 7.29K | Sep 30, 26 | -150 | 0.02% |
| Ascentis Independent Advisors | 6.39K | Sep 30, 26 | +6.39K | 0.01% |
| Ashton Thomas Private Wealth, LLC | 5.62K | Sep 30, 26 | -- | 0.01% |
| JONES FINANCIAL COMPANIES LLLP | 4.95K | Sep 30, 26 | +396 | 0.01% |
| BFC Planning, Inc. | 4.75K | Sep 30, 26 | -1.46K | 0.01% |
| Rossby Financial, LCC | 4.21K | Sep 30, 26 | -- | 0.01% |
| Capital Analysts, LLC | 4.16K | Sep 30, 26 | +19 | 0.01% |
| Allworth Financial LP | 4.11K | Sep 30, 26 | +96 | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 4.04K | Sep 30, 26 | -- | 0.01% |
| Rockefeller Capital Management L.P. | 3.59K | Sep 30, 26 | -1.19K | 0.01% |
| TD PRIVATE CLIENT WEALTH LLC | 3.52K | Sep 30, 26 | -99 | 0.01% |
| JNBA Financial Advisors | 3.37K | Sep 30, 26 | -- | 0.01% |
| WealthCollab, LLC | 2.75K | Sep 30, 26 | -- | 0.01% |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 2.54K | Sep 30, 26 | -- | 0.01% |
| Smartleaf Asset Management LLC | 2.51K | Sep 30, 26 | -1.02K | 0.01% |
| Winch Advisory Services, LLC | 2.08K | Sep 30, 26 | +37 | 0.00% |
| US BANCORP \DE\ | 1.96K | Sep 30, 26 | -- | 0.00% |
| Arax Advisory Partners | 1.93K | Sep 30, 26 | -859 | 0.00% |
| Stonehage Fleming Financial Services Holdings Ltd | 1.60K | Sep 30, 26 | -- | 0.00% |
| Fairway Wealth LLC | 1.43K | Sep 30, 26 | -1.32K | 0.00% |
| CITIGROUP INC | 1.09K | Sep 30, 26 | -- | 0.00% |
| Covestor Ltd | 1.02K | Sep 30, 26 | +369 | 0.00% |
| 1620 INVESTMENT ADVISORS, INC. | 850 | Sep 30, 26 | -- | 0.00% |
| Ameritas Advisory Services, LLC | 787 | Sep 30, 26 | -43 | 0.00% |
| AE Wealth Management LLC | 760 | Sep 30, 26 | -25 | 0.00% |
| CARDIFF PARK ADVISORS, LLC | 700 | Sep 30, 26 | -- | 0.00% |
| Tidemark, LLC | 608 | Sep 30, 26 | -- | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 512 | Sep 30, 26 | +497 | 0.00% |
| ASHTON THOMAS SECURITIES, LLC | 324 | Sep 30, 26 | -- | 0.00% |
| EverSource Wealth Advisors, LLC | 311 | Sep 30, 26 | -- | 0.00% |
| Aptus Capital Advisors, LLC | 310 | Sep 30, 26 | -- | 0.00% |
| HHM Wealth Advisors, LLC | 300 | Sep 30, 26 | -- | 0.00% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 235 | Sep 30, 26 | -- | 0.00% |
| HARBOUR INVESTMENTS, INC. | 123 | Sep 30, 26 | -- | 0.00% |
| NewEdge Advisors, LLC | 103 | Sep 30, 26 | -85 | 0.00% |
| Atlantic Union Bankshares Corp | 101 | Sep 30, 26 | -- | 0.00% |
| Abound Wealth Management | 85 | Sep 30, 26 | +85 | 0.00% |
| N.E.W. Advisory Services LLC | 85 | Sep 30, 26 | +1 | 0.00% |
| Ascentis Wealth Management, LLC | 78 | Sep 30, 26 | -45 | 0.00% |
| Graney & King, LLC | 77 | Sep 30, 26 | +2 | 0.00% |
| Addison Advisors LLC | 72 | Sep 30, 26 | -- | 0.00% |
| BIRCH FINANCIAL GROUP, LLC | 70 | Sep 30, 26 | +70 | 0.00% |
| Parallel Advisors, LLC | 51 | Sep 30, 26 | -107 | 0.00% |
| AMERIFLEX GROUP, INC. | 49 | Sep 30, 26 | -452 | 0.00% |
| Quest 10 Wealth Builders, Inc. | 44 | Sep 30, 26 | -- | 0.00% |
| Clearstead Trust, LLC | 33 | Sep 30, 26 | -- | 0.00% |
| Transamerica Financial Advisors, LLC | 24 | Sep 30, 26 | -- | 0.00% |
| BNP PARIBAS FINANCIAL MARKETS | 22 | Sep 30, 26 | -20 | 0.00% |
| Lloyd Advisory Services, LLC. | 8 | Sep 30, 26 | +8 | 0.00% |
| Balance Wealth Partners LLC | 6 | Sep 30, 26 | +6 | 0.00% |
| FMR LLC | 4 | Sep 30, 26 | -5.97K | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3 | Sep 30, 26 | -343 | 0.00% |
| Financial Management Professionals, Inc. | 1 | Sep 30, 26 | -- | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | -- | Sep 30, 26 | -424 | -- |
| Advisors Asset Management, Inc. | -- | Sep 30, 26 | -5.78K | -- |
| Focus Partners Wealth | -- | Sep 30, 26 | -142.12K | -- |
| Beacon Financial Strategies CORP | -- | Sep 30, 26 | -1.25K | -- |
| PARK NATIONAL CORP /OH/ | -- | Sep 30, 26 | -2.67K | -- |
| Capital Investment Advisory Services, LLC | -- | Sep 30, 26 | -170 | -- |
| FIFTH THIRD SECURITIES, INC. | -- | Sep 30, 26 | -12.69K | -- |
| Prosperity Planning, Inc. | -- | Sep 30, 26 | -7.83K | -- |
| Financial Strategies Group, Inc. | -- | Sep 30, 26 | -12.46K | -- |
| HRT FINANCIAL LP | -- | Sep 30, 26 | -26.12K | -- |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | -- | Sep 30, 26 | -319 | -- |
| BlackDiamond Wealth Management, LLC | -- | Sep 30, 26 | -100.27K | -- |
| Independent Wealth Network Inc. | -- | Sep 30, 26 | -10.33K | -- |
| NFSG Corp | -- | Sep 30, 26 | -1.90K | -- |
| Ellis Investment Partners, LLC | -- | Sep 30, 26 | -8.26K | -- |
| Sixth Street Partners Management Company, L.P. | -- | Sep 30, 26 | -2.80M | -- |
| Ballast Rock Private Wealth LLC | -- | Sep 30, 26 | -7.89K | -- |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | -- | Sep 30, 26 | -2.62K | -- |
| BLAIR WILLIAM & CO/IL | -- | Sep 30, 26 | -242 | -- |
| Kestra Advisory Services, LLC | -- | Sep 30, 26 | -10.13K | -- |
| Sixth Street Partners Management Company, L.P. | 2.80M | Jun 30, 26 | +2.80M | 6.50% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.80M | Jun 30, 26 | -110.17K | 6.50% |
| Pure Financial Advisors, LLC | 1.04M | Jun 30, 26 | -7.31K | 2.42% |
| Cerity Partners LLC | 830.22K | Jun 30, 26 | +4.28K | 1.93% |
| BANK OF AMERICA CORP /DE/ | 698.10K | Jun 30, 26 | +4.59K | 1.62% |
| MORGAN STANLEY | 421.15K | Jun 30, 26 | +33.16K | 0.98% |
| ENVESTNET ASSET MANAGEMENT INC | 391.91K | Jun 30, 26 | -17.51K | 0.91% |
| WELLS FARGO & COMPANY/MN | 284.28K | Jun 30, 26 | -52.46K | 0.66% |
| GOLDMAN SACHS GROUP INC | 269.52K | Jun 30, 26 | -175.30K | 0.63% |
| Financial Engines Advisors L.L.C. | 217.54K | Jun 30, 26 | +33.48K | 0.50% |
| Cetera Investment Advisers | 168.08K | Jun 30, 26 | +3.12K | 0.39% |
| RAFFA WEALTH MANAGEMENT, LLC | 158.11K | Jun 30, 26 | +158.11K | 0.37% |
| Note Advisors, LLC | 120.85K | Jun 30, 26 | +6.00K | 0.28% |
| RAYMOND JAMES FINANCIAL INC | 119.79K | Jun 30, 26 | +4.53K | 0.28% |
| Integrity Wealth Solutions LLC | 109.65K | Jun 30, 26 | +2.40K | 0.25% |
| JPMORGAN CHASE & CO | 104.03K | Jun 30, 26 | -15.04K | 0.24% |
| TIAA TRUST, NATIONAL ASSOCIATION | 101.07K | Jun 30, 26 | +25 | 0.23% |
| Continuum Advisory, LLC | 80.17K | Jun 30, 26 | +6.06K | 0.19% |
| ST GERMAIN D J CO INC | 74.66K | Jun 30, 26 | -1.03K | 0.17% |
| OSAIC HOLDINGS, INC. | 50.33K | Jun 30, 26 | +8.54K | 0.12% |
| CAPE COD FIVE CENTS SAVINGS BANK | 44.61K | Jun 30, 26 | +44.61K | 0.10% |
| MML INVESTORS SERVICES, LLC | 39.80K | Jun 30, 26 | +1.38K | 0.09% |
| AMERIPRISE FINANCIAL INC | 38.38K | Jun 30, 26 | +402 | 0.09% |
| CITADEL ADVISORS LLC | 38.23K | Jun 30, 26 | -47.75K | 0.09% |
| ROYAL BANK OF CANADA | 35.00K | Jun 30, 26 | -1.57K | 0.08% |
| Equitable Holdings, Inc. | 34.61K | Jun 30, 26 | +6.59K | 0.08% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 34.48K | Jun 30, 26 | -8.19K | 0.08% |
| NORTHERN TRUST CORP | 23.60K | Jun 30, 26 | +76 | 0.05% |
| MERCER GLOBAL ADVISORS INC /ADV | 20.21K | Jun 30, 26 | +3.55K | 0.05% |
| Financial Strategies Group, Inc. | 12.46K | Jun 30, 26 | -73 | 0.03% |
| FLOW TRADERS U.S. LLC | 12.33K | Jun 30, 26 | -146.14K | 0.03% |
| Keystone Financial Group | 9.95K | Jun 30, 26 | -- | 0.02% |
| Cordant, Inc. | 9.81K | Jun 30, 26 | -- | 0.02% |
| Glen Eagle Advisors, LLC | 5.30K | Jun 30, 26 | -90 | 0.01% |
| Rockefeller Capital Management L.P. | 4.78K | Jun 30, 26 | +1.79K | 0.01% |
| Capital Analysts, LLC | 4.14K | Jun 30, 26 | +24 | 0.01% |
| WealthCollab, LLC | 2.75K | Jun 30, 26 | -- | 0.01% |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 2.54K | Jun 30, 26 | -- | 0.01% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.47K | Jun 30, 26 | -- | 0.00% |
| Integrated Wealth Concepts LLC | 830 | Jun 30, 26 | +830 | 0.00% |
| AE Wealth Management LLC | 785 | Jun 30, 26 | -2.32K | 0.00% |
| AMERIFLEX GROUP, INC. | 501 | Jun 30, 26 | +120 | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 424 | Jun 30, 26 | +424 | 0.00% |
| HOWE & RUSLING INC | 389 | Jun 30, 26 | +389 | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 346 | Jun 30, 26 | +147 | 0.00% |
| Dunhill Financial, LLC | 249 | Jun 30, 26 | -- | 0.00% |
| NewEdge Advisors, LLC | 188 | Jun 30, 26 | -57 | 0.00% |
| Graney & King, LLC | 75 | Jun 30, 26 | +1 | 0.00% |
| Ancora Advisors LLC | 63 | Jun 30, 26 | -- | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 15 | Jun 30, 26 | -- | 0.00% |
| Kilter Group LLC | 7 | Jun 30, 26 | -- | 0.00% |
| MAI Capital Management | -- | Jun 30, 26 | -66 | -- |
| Qube Research & Technologies Ltd | -- | Jun 30, 26 | -1.87K | -- |
| GTS SECURITIES LLC | -- | Jun 30, 26 | -15.09K | -- |
| WFA of San Diego, LLC | -- | Jun 30, 26 | -520 | -- |
| Tower Research Capital LLC (TRC) | -- | Jun 30, 26 | -215.79K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -859 | -- |
| Medallion Wealth Advisors, LLC | -- | Jun 30, 26 | -131 | -- |
| CWM, LLC | 4.58M | Mar 31, 26 | +496.89K | 10.63% |
| Sunbelt Securities, Inc. | 88 | Mar 31, 26 | -- | 0.00% |
| McIlrath & Eck, LLC | 85 | Mar 31, 26 | -- | 0.00% |
| COMERICA BANK | 36.66K | Dec 31, 25 | -161 | 0.09% |
| ORG Partners LLC | 5.59K | Dec 31, 25 | +242 | 0.01% |
| Northwest Capital Management Inc | 1.48K | Dec 31, 25 | -3.52K | 0.00% |
| CIBC Private Wealth Group LLC | 447 | Dec 31, 25 | -928 | 0.00% |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | -- | Dec 31, 25 | -15.12K | -- |
| FIRST NATIONAL CORP /MA/ /ADV | 19.73K | Sep 30, 25 | -- | 0.05% |
| GRIES FINANCIAL LLC | 9.50K | Sep 30, 25 | -2.14K | 0.02% |
| Pineridge Advisors LLC | 319 | Sep 30, 25 | +3 | 0.00% |
| Lowe Wealth Advisors, LLC | 86 | Sep 30, 25 | +86 | 0.00% |
| FSA Wealth Management LLC | 51 | Sep 30, 25 | -- | 0.00% |
| Binnacle Investments Inc | 42 | Sep 30, 25 | -- | 0.00% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 193.17K | Jun 30, 25 | -103.24K | 0.45% |
| Good Life Advisors, LLC | 14.87K | Jun 30, 25 | +1.25K | 0.03% |
| Benchmark Wealth Management, LLC | 13.44K | Jun 30, 25 | -- | 0.03% |
| Priebe Wealth Holdings LLC | 12.00K | Jun 30, 25 | +12.00K | 0.03% |
| Sandy Spring Bank | 1.69K | Mar 31, 25 | +1.69K | 0.00% |
| Tallon Kerry Patrick | 19.04K | Dec 31, 24 | +19.04K | 0.04% |
| Householder Group Estate & Retirement Specialist, LLC | 3.24K | Dec 31, 24 | -3 | 0.01% |
| Kiely Wealth Advisory Group, Inc. | 393 | Dec 31, 24 | -- | 0.00% |
| Raymond James Financial Services Advisors, Inc. | 236.82K | Sep 30, 24 | -26.53K | 0.55% |
| RAYMOND JAMES & ASSOCIATES | 29.19K | Sep 30, 24 | -6.66K | 0.07% |
| Alera Investment Advisors, LLC | 10.07K | Sep 30, 24 | -184.94K | 0.02% |
| Coombe, Bender & Co LLC | 13.63K | Jun 30, 24 | +615 | 0.03% |
| Charles Schwab Investment Advisory, Inc. | 3.54M | Mar 31, 24 | -132.63K | 8.21% |
| Cetera Advisor Networks LLC | 47.04K | Mar 31, 24 | -462 | 0.11% |
| Cetera Advisors LLC | 23.19K | Mar 31, 24 | +23.19K | 0.05% |
| Retirement Group, LLC | 1 | Mar 31, 24 | -- | 0.00% |
| Bartlett & Co. LLC | 243 | Dec 31, 23 | -- | 0.00% |
| Simplicity Solutions, LLC | -- | Dec 31, 23 | -8.61K | -- |
| Key Bridge Compliance, LLC | 41.34K | Sep 30, 23 | +41.34K | 0.10% |
| PATHSTONE FAMILY OFFICE, LLC | 15.44K | Sep 30, 23 | +15.44K | 0.04% |
| COMERICA SECURITIES,INC. | 10.47K | Sep 30, 23 | -38 | 0.02% |
| TIAA, FSB | 352.11K | Jun 30, 23 | -2.80K | 0.82% |
| Veritable, L.P. | 26.44K | Jun 30, 23 | -- | 0.06% |
| First Capital Advisors Group, LLC. | 23 | Jun 30, 23 | +23 | 0.00% |
| COMPASS FINANCIAL ADVISORS LLC | 16.43K | Mar 31, 23 | +1.39K | 0.04% |
| Baldrige Asset Management LLC | 3.79K | Mar 31, 23 | +400 | 0.01% |
| Sargent Bickham Lagudis LLC | 302 | Dec 31, 22 | +302 | 0.00% |
| UBP Investment Advisors SA | 537.01K | Sep 30, 22 | -99.72K | 1.25% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 64.53K | Sep 30, 22 | -77.44K | 0.15% |
| American Portfolios Advisors | 48.62K | Sep 30, 22 | -1.64K | 0.11% |
| Spearhead Capital Advisors, LLC | 13.57K | Sep 30, 22 | -62.46K | 0.03% |
| WIPFLI FINANCIAL ADVISORS LLC, | 8.56K | Sep 30, 22 | -6.90K | 0.02% |
| KARLINSKI ANDREW C | 31 | Sep 30, 22 | -- | 0.00% |
| HYA Advisors, Inc | 198.77K | Jun 30, 22 | +47.06K | 0.46% |
| DIXON HUBARD FEINOUR & BROWN INC/VA | 112.61K | Jun 30, 22 | +825 | 0.26% |
| Lake Point Wealth Management | 142 | Jun 30, 22 | -- | 0.00% |
| CAPITAL ONE FINANCIAL CORP | 66.54K | Mar 31, 22 | -10.06K | 0.15% |
| Midwest Wealth Management Inc. | 11.63K | Mar 31, 22 | -550 | 0.03% |
| REILLY FINANCIAL ADVISORS, LLC | 90.33K | Dec 31, 21 | +7.27K | 0.21% |
| NEXT Financial Group, Inc | 37.36K | Dec 31, 21 | -419 | 0.09% |
| Investors Financial Group, LLC | 29.04K | Dec 31, 21 | +3.50K | 0.07% |
| CEDAR CAPITAL, LLC | 17.70K | Sep 30, 21 | +2.19K | 0.04% |
| Homrich & Berg | 12.76K | Sep 30, 21 | -- | 0.03% |
| Legacy Wealth Partners, Inc. | 62.82K | Jun 30, 21 | +47.60K | 0.15% |
| SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 924 | Jun 30, 21 | -- | 0.00% |
| Pinnacle Advisory Group, Inc. | 16.54K | Mar 31, 21 | +7.02K | 0.04% |
| First Allied Advisory Services, Inc. | 84.54K | Sep 30, 20 | +3.40K | 0.20% |
| LifePlan Financial Group, Inc | 147 | Sep 30, 20 | -- | 0.00% |
| Global Financial Private Capital, Inc | 295.62K | Jun 30, 20 | -13.88K | 0.69% |
| LEGG MASON, INC. | 998 | Jun 30, 20 | -849 | 0.00% |
| Squar Milner Financial Services LLC | 640 | Mar 31, 20 | -- | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 353.92K | Dec 31, 19 | +170.07K | 0.82% |
| OptiFour Integrated Wealth Management, LLC | 187.67K | Dec 31, 19 | +62 | 0.44% |
| Advisor Group, Inc. | 36.88K | Dec 31, 19 | +3.13K | 0.09% |
| Guidant Wealth Advisors | 31.86K | Sep 30, 19 | +15.93K | 0.07% |
| SUNTRUST BANKS INC | 7.60K | Sep 30, 19 | +7.60K | 0.02% |
| Lattice Strategies LLC | 20.20K | Mar 31, 19 | -2.30K | 0.05% |
| INR ADVISORY SERVICES LLC | 5.10K | Mar 31, 19 | +773 | 0.01% |
| NEXT Financial Holdings | 100 | Mar 31, 19 | +100 | 0.00% |
| Visionary Asset Management, Inc. | -- | Dec 31, 18 | -16.82K | -- |
| Vantage Investment Advisors, LLC | 5 | Sep 30, 18 | -- | 0.00% |
| Commonwealth Equity Services, Inc | 9.22K | Jun 30, 17 | -912 | 0.02% |
| Virtu KCG Holdings LLC | -- | Jun 30, 17 | -13.59K | -- |
| TIAA CREF TRUST CO FSB/MO | 688.09K | Mar 31, 17 | +248.18K | 1.60% |
| BEACON TRUST CO | 138.41K | Mar 31, 17 | -8.46K | 0.32% |
| MSI Financial Services Inc | 17.85K | Dec 31, 16 | +1.39K | 0.04% |
| Stonehage Fleming (UK) Ltd | 24.84K | Dec 31, 15 | -- | 0.06% |
| BOSTON PRIVATE BANK & TRUST CO | 500 | Mar 31, 15 | -- | 0.00% |
| NEW ENGLAND SECURITIES CORP /MA/ | 9.55K | Dec 31, 14 | +4.89K | 0.02% |
| FOUNDERS BANK & TRUST | 2.62K | Dec 31, 14 | -- | 0.01% |
| UBS AG | 12.38K | Sep 30, 14 | -870 | 0.03% |
| KMS FINANCIAL SERVICES, INC | 4.49K | Jun 30, 14 | -8.98K | 0.01% |
| Strategic Capital Group LLC | -- | Jun 30, 14 | -782 | -- |
| Jane Street Holding, LLC | 46.48K | Dec 31, 13 | +33.64K | 0.11% |
| Compass Efficient Model Portfolios, LLC | -- | Dec 31, 13 | -305 | -- |
| KNIGHT CAPITAL GROUP LLC | 82.07K | Jun 30, 13 | +72.21K | 0.19% |
| CITY NATIONAL ROCHDALE, LLC | 4.47K | Dec 31, 12 | +4.47K | 0.01% |
| First Allied Securities, Inc. | 2.34K | Jun 30, 12 | +178 | 0.01% |
| RBC TRUSTEES (Jersey) LTD | -- | Sep 30, 09 | -960 | -- |
