| Wealth Architects, LLC | 3.55M | Sep 30, 26 | +302.46K | 7.02% |
| Capital Analysts, LLC | 3.21M | Sep 30, 26 | +160.28K | 6.34% |
| Archvest Wealth Advisors, Inc. | 1.68M | Sep 30, 26 | -380 | 3.33% |
| Cheviot Value Management, LLC | 1.48M | Sep 30, 26 | +102.89K | 2.92% |
| Farmers National Bank | 1.26M | Sep 30, 26 | +88.72K | 2.49% |
| Bank of New York Mellon Corp | 762.31K | Sep 30, 26 | +176.80K | 1.51% |
| UBS Group AG | 593.73K | Sep 30, 26 | +155.83K | 1.17% |
| Cetera Investment Advisers | 311.92K | Sep 30, 26 | +11.17K | 0.62% |
| STALEY CAPITAL ADVISERS INC | 244.40K | Sep 30, 26 | +95.39K | 0.48% |
| MORGAN STANLEY | 184.94K | Sep 30, 26 | -8.32K | 0.37% |
| SIMON QUICK ADVISORS, LLC | 155.50K | Sep 30, 26 | +7.36K | 0.31% |
| LPL Financial LLC | 128.22K | Sep 30, 26 | -13.02K | 0.25% |
| BFSG, LLC | 101.41K | Sep 30, 26 | +12.87K | 0.20% |
| Chesapeake Wealth Management | 98.98K | Sep 30, 26 | +15.68K | 0.20% |
| Veridan Wealth LLC | 98.62K | Sep 30, 26 | +8.57K | 0.19% |
| Rockefeller Capital Management L.P. | 94.20K | Sep 30, 26 | +166 | 0.19% |
| Cambridge Investment Research Advisors, Inc. | 87.42K | Sep 30, 26 | +10.81K | 0.17% |
| Stratos Investment Management, LLC | 77.16K | Sep 30, 26 | +30.70K | 0.15% |
| IFG Advisory, LLC | 68.11K | Sep 30, 26 | -80.74K | 0.13% |
| THRIVENT FINANCIAL FOR LUTHERANS | 49.11K | Sep 30, 26 | +214 | 0.10% |
| TIEMANN INVESTMENT ADVISORS, LLC | 41.46K | Sep 30, 26 | -- | 0.08% |
| Empirical Asset Management, LLC | 38.53K | Sep 30, 26 | +3.17K | 0.08% |
| Valmark Advisers, Inc. | 38.04K | Sep 30, 26 | -- | 0.08% |
| OSAIC HOLDINGS, INC. | 32.57K | Sep 30, 26 | +147 | 0.06% |
| OneDigital Investment Advisors LLC | 28.03K | Sep 30, 26 | -16.78K | 0.06% |
| MML INVESTORS SERVICES, LLC | 26.44K | Sep 30, 26 | -30.81K | 0.05% |
| Lynx Investment Advisory | 25.83K | Sep 30, 26 | -7.23K | 0.05% |
| JONES FINANCIAL COMPANIES LLLP | 21.49K | Sep 30, 26 | +7.95K | 0.04% |
| RAYMOND JAMES FINANCIAL INC | 16.52K | Sep 30, 26 | -2.28K | 0.03% |
| Regal Investment Advisors LLC | 13.94K | Sep 30, 26 | -2.76K | 0.03% |
| JPMORGAN CHASE & CO | 13.92K | Sep 30, 26 | +13.10K | 0.03% |
| Bell Investment Advisors, Inc | 11.97K | Sep 30, 26 | +212 | 0.02% |
| FIFTH THIRD BANCORP | 11.17K | Sep 30, 26 | +1.57K | 0.02% |
| Alamar Capital Management, LLC | 10.54K | Sep 30, 26 | -- | 0.02% |
| Advisory Services Network, LLC | 10.16K | Sep 30, 26 | +1.39K | 0.02% |
| Shared Vision Wealth Group LLC | 9.71K | Sep 30, 26 | -- | 0.02% |
| Kestra Advisory Services, LLC | 8.95K | Sep 30, 26 | -1.59K | 0.02% |
| EverSource Wealth Advisors, LLC | 8.48K | Sep 30, 26 | +8.48K | 0.02% |
| BESSEMER GROUP INC | 5.10K | Sep 30, 26 | +5.10K | 0.01% |
| BANK OF MONTREAL /CAN/ | 3.38K | Sep 30, 26 | +3.38K | 0.01% |
| Parkside Financial Bank & Trust | 3.37K | Sep 30, 26 | +3.37K | 0.01% |
| BLAIR WILLIAM & CO/IL | 2.34K | Sep 30, 26 | +2.34K | 0.00% |
| FMR LLC | 1.69K | Sep 30, 26 | +702 | 0.00% |
| AE Wealth Management LLC | 1.16K | Sep 30, 26 | -1.67K | 0.00% |
| FRANKLIN TEMPLETON INC | 1.02K | Sep 30, 26 | -- | 0.00% |
| HARBOUR INVESTMENTS, INC. | 1.02K | Sep 30, 26 | -- | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 1.00K | Sep 30, 26 | -- | 0.00% |
| NewEdge Advisors, LLC | 938 | Sep 30, 26 | -- | 0.00% |
| Arax Advisory Partners | 824 | Sep 30, 26 | -- | 0.00% |
| Colonial Trust Co / SC | 395 | Sep 30, 26 | +52 | 0.00% |
| Joseph Group Capital Management | 387 | Sep 30, 26 | -287 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 287 | Sep 30, 26 | -- | 0.00% |
| Torren Management, LLC | 171 | Sep 30, 26 | -- | 0.00% |
| Larson Financial Group LLC | 168 | Sep 30, 26 | +168 | 0.00% |
| BNP PARIBAS FINANCIAL MARKETS | -- | Sep 30, 26 | -40 | -- |
| Aptus Capital Advisors, LLC | -- | Sep 30, 26 | -13.81K | -- |
| Smartleaf Asset Management LLC | -- | Sep 30, 26 | -200 | -- |
| Capital Investment Advisory Services, LLC | -- | Sep 30, 26 | -13.81K | -- |
| FLOW TRADERS U.S. LLC | -- | Sep 30, 26 | -13.46K | -- |
| HRT FINANCIAL LP | -- | Sep 30, 26 | -10.75K | -- |
| Gleason Group, Inc. | -- | Sep 30, 26 | -47 | -- |
| ASSETMARK, INC | -- | Sep 30, 26 | -104 | -- |
| RFG Advisory, LLC | -- | Sep 30, 26 | -10.33K | -- |
| Atria Investments, Inc | -- | Sep 30, 26 | -20.08K | -- |
| NORTHERN TRUST CORP | 17.34M | Jun 30, 26 | -41.62K | 34.27% |
| Capital Analysts, LLC | 3.05M | Jun 30, 26 | +77.59K | 6.02% |
| Chandler Asset Management, Inc. | 1.23M | Jun 30, 26 | +136.06K | 2.43% |
| Farmers National Bank | 1.17M | Jun 30, 26 | +219.33K | 2.31% |
| AMERIPRISE FINANCIAL INC | 816.00K | Jun 30, 26 | +21.94K | 1.61% |
| Cetera Investment Advisers | 300.75K | Jun 30, 26 | +28.45K | 0.59% |
| Vident Advisory, LLC | 241.78K | Jun 30, 26 | +26.70K | 0.48% |
| WELLS FARGO & COMPANY/MN | 211.78K | Jun 30, 26 | +41.02K | 0.42% |
| MORGAN STANLEY | 193.27K | Jun 30, 26 | -20.50K | 0.38% |
| BANK OF AMERICA CORP /DE/ | 114.89K | Jun 30, 26 | +2.91K | 0.23% |
| Rockefeller Capital Management L.P. | 94.03K | Jun 30, 26 | +272 | 0.19% |
| Veridan Wealth LLC | 90.05K | Jun 30, 26 | +90.05K | 0.18% |
| GOLDMAN SACHS GROUP INC | 70.02K | Jun 30, 26 | -6.59K | 0.14% |
| ENVESTNET ASSET MANAGEMENT INC | 65.19K | Jun 30, 26 | +38.23K | 0.13% |
| MML INVESTORS SERVICES, LLC | 57.26K | Jun 30, 26 | +37.60K | 0.11% |
| Stratos Investment Management, LLC | 46.45K | Jun 30, 26 | +76 | 0.09% |
| OSAIC HOLDINGS, INC. | 32.42K | Jun 30, 26 | +5.84K | 0.06% |
| CITADEL ADVISORS LLC | 30.86K | Jun 30, 26 | -2.09K | 0.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 25.80K | Jun 30, 26 | +25.80K | 0.05% |
| RAYMOND JAMES FINANCIAL INC | 18.80K | Jun 30, 26 | +1.12K | 0.04% |
| Regal Investment Advisors LLC | 16.70K | Jun 30, 26 | -2.89K | 0.03% |
| Equitable Holdings, Inc. | 14.39K | Jun 30, 26 | -6.88K | 0.03% |
| FLOW TRADERS U.S. LLC | 13.46K | Jun 30, 26 | -31.67K | 0.03% |
| CAMBIENT FAMILY OFFICE, LLC | 10.84K | Jun 30, 26 | +1.29K | 0.02% |
| Betterment LLC | 10.77K | Jun 30, 26 | +1.22K | 0.02% |
| OLD MISSION CAPITAL LLC | 9.96K | Jun 30, 26 | +9.96K | 0.02% |
| Advisory Services Network, LLC | 8.77K | Jun 30, 26 | +1.12K | 0.02% |
| ROYAL BANK OF CANADA | 6.88K | Jun 30, 26 | -3.42K | 0.01% |
| Tower Research Capital LLC (TRC) | 4.89K | Jun 30, 26 | -111.19K | 0.01% |
| AE Wealth Management LLC | 2.83K | Jun 30, 26 | +874 | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 1.48K | Jun 30, 26 | +1.48K | 0.00% |
| NewEdge Advisors, LLC | 938 | Jun 30, 26 | -- | 0.00% |
| JPMORGAN CHASE & CO | 824 | Jun 30, 26 | -23.97K | 0.00% |
| Integrated Wealth Concepts LLC | 290 | Jun 30, 26 | +290 | 0.00% |
| Federation des caisses Desjardins du Quebec | 280 | Jun 30, 26 | -- | 0.00% |
| IMA Advisory Services, Inc. | 131 | Jun 30, 26 | +131 | 0.00% |
| Corsicana & Co. | 113 | Jun 30, 26 | +113 | 0.00% |
| MAI Capital Management | -- | Jun 30, 26 | -1.88K | -- |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | -- | Jun 30, 26 | -394 | -- |
| COMERICA BANK | 9.60K | Dec 31, 25 | -611 | 0.02% |
| SYNOVUS FINANCIAL CORP | 15.15K | Sep 30, 25 | +15.15K | 0.03% |
| Promus Capital, LLC | 206 | Sep 30, 25 | -- | 0.00% |
| L.M. KOHN & COMPANY | -- | Sep 30, 25 | -22.90K | -- |
| AVANTAX ADVISORY SERVICES, INC. | 183.77K | Jun 30, 25 | -2.88K | 0.36% |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -11.16K | -- |
| CAROLINAS WEALTH CONSULTING LLC | 113 | Mar 31, 25 | -- | 0.00% |
| RAYMOND JAMES & ASSOCIATES | 51.08K | Sep 30, 24 | -20.60K | 0.10% |
| Cetera Advisor Networks LLC | 17.70K | Mar 31, 24 | -9.87K | 0.03% |
| Baystate Wealth Management LLC | 504 | Dec 31, 23 | +504 | 0.00% |
| American Portfolios Advisors | 8.96K | Sep 30, 22 | +225 | 0.02% |
| Lake Point Wealth Management | 537.11K | Jun 30, 22 | -13.53K | 1.06% |
| Frontier Wealth Management LLC | 32.24K | Jun 30, 22 | +53 | 0.06% |
| Advisor Group, Inc. | 4.63K | Dec 31, 19 | +572 | 0.01% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 1.38K | Dec 31, 19 | -- | 0.00% |
| Guidant Wealth Advisors | 8.87K | Sep 30, 19 | +26 | 0.02% |
| RONALD BLUE & CO LLC | 5.98M | Jun 30, 17 | +397.30K | 11.82% |
| Kissinger Financial Services LLC | 256.11K | Jun 30, 17 | +9.80K | 0.51% |
| Virtu KCG Holdings LLC | 23.68K | Jun 30, 17 | +727 | 0.05% |
| WFG Advisors, LP | 184 | Jun 30, 17 | -- | 0.00% |
| MSI Financial Services Inc | -- | Dec 31, 16 | -98 | -- |
| Pinnacle Summer Investments, Inc. | 88.63K | Dec 31, 15 | +7.58K | 0.18% |
| Bank of Kentucky, Inc. | -- | Mar 31, 15 | -2.85K | -- |