| Gradient Investments LLC | 372.49K | Sep 30, 26 | +16.66K | 12.67% |
| Aprio Wealth Management, LLC | 293.35K | Sep 30, 26 | -79.25K | 9.98% |
| Aaron Wealth Advisors LLC | 225.65K | Sep 30, 26 | +12.27K | 7.68% |
| Wealth Architects, LLC | 55.58K | Sep 30, 26 | -699 | 1.89% |
| LPL Financial LLC | 48.49K | Sep 30, 26 | +169 | 1.65% |
| Allodium Investment Consultants, LLC | 40.66K | Sep 30, 26 | +6.32K | 1.38% |
| FIRST CITIZENS BANK & TRUST CO | 30.04K | Sep 30, 26 | -3.39K | 1.02% |
| J.W. COLE ADVISORS, INC. | 22.43K | Sep 30, 26 | +572 | 0.76% |
| Paladin Wealth, LLC | 17.77K | Sep 30, 26 | +1.31K | 0.60% |
| TD Waterhouse Canada Inc. | 12.77K | Sep 30, 26 | +8.48K | 0.43% |
| Kestra Advisory Services, LLC | 8.36K | Sep 30, 26 | -21 | 0.28% |
| First Financial Bank - Trust Division | 8.08K | Sep 30, 26 | +330 | 0.27% |
| Paragon Capital Management Ltd | 7.22K | Sep 30, 26 | -- | 0.25% |
| Bell Bank | 7.00K | Sep 30, 26 | -- | 0.24% |
| Koshinski Asset Management, Inc. | 5.10K | Sep 30, 26 | -28 | 0.17% |
| Cambridge Investment Research Advisors, Inc. | 4.93K | Sep 30, 26 | -8.59K | 0.17% |
| SVB WEALTH LLC | 3.99K | Sep 30, 26 | -1.89K | 0.14% |
| First Citizens Asset Management, Inc. | 3.90K | Sep 30, 26 | +111 | 0.13% |
| Capital Advisors, Ltd. LLC | 3.60K | Sep 30, 26 | -- | 0.12% |
| FIFTH THIRD BANCORP | 1.46K | Sep 30, 26 | -1.43K | 0.05% |
| ASSETMARK, INC | 585 | Sep 30, 26 | -- | 0.02% |
| PNC FINANCIAL SERVICES GROUP, INC. | 267 | Sep 30, 26 | +267 | 0.01% |
| Allworth Financial LP | 171 | Sep 30, 26 | +171 | 0.01% |
| LANARK FINANCIAL, INC. | 169 | Sep 30, 26 | +1 | 0.01% |
| High Note Wealth, LLC | 91 | Sep 30, 26 | -- | 0.00% |
| Farther Finance Advisors, LLC | 85 | Sep 30, 26 | -- | 0.00% |
| HARBOR INVESTMENT ADVISORY, LLC | 30 | Sep 30, 26 | -- | 0.00% |
| SIGNATUREFD, LLC | 1 | Sep 30, 26 | -- | 0.00% |
| PRINCIPAL FINANCIAL GROUP INC | -- | Sep 30, 26 | -16.05K | -- |
| MORGAN STANLEY | 593.26K | Jun 30, 26 | +187.01K | 20.18% |
| MERCER GLOBAL ADVISORS INC /ADV | 98.72K | Jun 30, 26 | +28.69K | 3.36% |
| ALLIANCEBERNSTEIN L.P. | 62.84K | Jun 30, 26 | -- | 2.14% |
| WELLS FARGO & COMPANY/MN | 60.03K | Jun 30, 26 | -8.32K | 2.04% |
| Fortis Advisors, LLC | 52.83K | Jun 30, 26 | +209 | 1.80% |
| Envestnet Portfolio Solutions, Inc. | 37.51K | Jun 30, 26 | +1.77K | 1.28% |
| Pitcairn Wealth Advisors LLC | 28.68K | Jun 30, 26 | -3.56K | 0.98% |
| BANK OF AMERICA CORP /DE/ | 26.69K | Jun 30, 26 | +1.82K | 0.91% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 21.61K | Jun 30, 26 | -555 | 0.74% |
| Brown Financial Advisors | 18.98K | Jun 30, 26 | +202 | 0.65% |
| Vestcor Inc | 17.92K | Jun 30, 26 | +4.12K | 0.61% |
| RAYMOND JAMES FINANCIAL INC | 13.50K | Jun 30, 26 | +1.65K | 0.46% |
| JOHNSON INVESTMENT COUNSEL INC | 12.71K | Jun 30, 26 | -924 | 0.43% |
| Mariner, LLC | 12.04K | Jun 30, 26 | -33 | 0.41% |
| Mattson Financial Services, LLC | 11.47K | Jun 30, 26 | +209 | 0.39% |
| Sanctuary Advisors, LLC | 10.34K | Jun 30, 26 | -119 | 0.35% |
| SG Americas Securities, LLC | 9.15K | Jun 30, 26 | +9.15K | 0.31% |
| Eaton Financial Holdings Company, LLC | 9.06K | Jun 30, 26 | +9.06K | 0.31% |
| UBS Group AG | 7.99K | Jun 30, 26 | +1.88K | 0.27% |
| OSAIC HOLDINGS, INC. | 7.95K | Jun 30, 26 | -334 | 0.27% |
| ROYAL BANK OF CANADA | 7.13K | Jun 30, 26 | -25 | 0.24% |
| SVB WEALTH LLC | 5.88K | Jun 30, 26 | -143 | 0.20% |
| STIFEL FINANCIAL CORP | 5.35K | Jun 30, 26 | -120 | 0.18% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4.48K | Jun 30, 26 | -206 | 0.15% |
| Cetera Investment Advisers | 3.43K | Jun 30, 26 | +3.43K | 0.12% |
| FIFTH THIRD BANCORP | 2.88K | Jun 30, 26 | +1.04K | 0.10% |
| Strategic Wealth Partners, Ltd. | 2.10K | Jun 30, 26 | -522 | 0.07% |
| Brentview Investment Management LLC | 800 | Jun 30, 26 | -- | 0.03% |
| Aptus Capital Advisors, LLC | 786 | Jun 30, 26 | -- | 0.03% |
| JPMORGAN CHASE & CO | 299 | Jun 30, 26 | +299 | 0.01% |
| FMR LLC | 297 | Jun 30, 26 | -111 | 0.01% |
| Geneos Wealth Management Inc. | 250 | Jun 30, 26 | -- | 0.01% |
| Regatta Research & Money Management | 238 | Jun 30, 26 | +238 | 0.01% |
| Integrated Wealth Concepts LLC | 236 | Jun 30, 26 | +236 | 0.01% |
| Colonial Trust Co / SC | 72 | Jun 30, 26 | -- | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -7.45K | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -53.24K | -- |
| GLENMEDE TRUST CO NA | -- | Jun 30, 26 | -3.56K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -122 | -- |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | -- | Jun 30, 26 | -104 | -- |
| FLOW TRADERS U.S. LLC | -- | Jun 30, 26 | -4.61K | -- |
| CWM, LLC | 16 | Mar 31, 26 | +16 | 0.00% |
| COMERICA BANK | 2.67K | Dec 31, 25 | +721 | 0.09% |
| CIBC Private Wealth Group LLC | 2.10K | Dec 31, 25 | -2.79K | 0.07% |
| Apexium Financial, LP | 27.24K | Sep 30, 25 | -2.68K | 0.93% |
| PITCAIRN CO | 22.86K | Sep 30, 25 | -9.38K | 0.78% |
| FSA Wealth Management LLC | 167 | Sep 30, 25 | +4 | 0.01% |
| RAYMOND JAMES & ASSOCIATES | 4.89K | Sep 30, 24 | -546 | 0.17% |
| Intercontinental Wealth Advisors, LLC | 7.33K | Jun 30, 23 | -5.25K | 0.25% |
| Sargent Bickham Lagudis LLC | 452 | Dec 31, 22 | -- | 0.02% |
| American Portfolios Advisors | 252 | Sep 30, 22 | +252 | 0.01% |
| NEXT Financial Group, Inc | -- | Dec 31, 21 | -2.27K | -- |
| FCG ADVISORS, LLC | 18.25K | Sep 30, 20 | +102 | 0.62% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 1.82K | Dec 31, 19 | +10 | 0.06% |
| Advisor Group, Inc. | 343 | Dec 31, 19 | -- | 0.01% |
| NEXT Financial Holdings | 2.00K | Mar 31, 19 | +2.00K | 0.07% |
| MSI Financial Services Inc | 140 | Dec 31, 16 | -100 | 0.00% |
| NEW ENGLAND SECURITIES CORP /MA/ | 253 | Dec 31, 14 | +3 | 0.01% |
