| VANGUARD ADVISERS INC | 2.48M | Sep 30, 26 | +224.60K | 12.33% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 597.28K | Sep 30, 26 | +65.33K | 2.97% |
| Wealthfront Advisers LLC | 434.02K | Sep 30, 26 | +336.16K | 2.16% |
| TRUIST FINANCIAL CORP | 318.81K | Sep 30, 26 | +20.18K | 1.59% |
| North Berkeley Wealth Management, LLC | 196.60K | Sep 30, 26 | +196.60K | 0.98% |
| Mariner, LLC | 187.16K | Sep 30, 26 | +12.07K | 0.93% |
| DeDora Capital, Inc. | 166.98K | Sep 30, 26 | -11.59K | 0.83% |
| Modera Wealth Management, LLC | 160.37K | Sep 30, 26 | +3.62K | 0.80% |
| NewEdge Advisors, LLC | 131.06K | Sep 30, 26 | +719 | 0.65% |
| Francis Financial, Inc. | 115.80K | Sep 30, 26 | +27.07K | 0.58% |
| LPL Financial LLC | 95.54K | Sep 30, 26 | +2.05K | 0.48% |
| UBS Group AG | 86.60K | Sep 30, 26 | +7.77K | 0.43% |
| Creative Planning | 71.70K | Sep 30, 26 | -108.35K | 0.36% |
| Cambridge Investment Research Advisors, Inc. | 60.54K | Sep 30, 26 | -1.46K | 0.30% |
| Team Hewins, LLC | 38.91K | Sep 30, 26 | +2.06K | 0.19% |
| Cerity Partners LLC | 33.63K | Sep 30, 26 | -71.22K | 0.17% |
| CRUX WEALTH ADVISORS | 33.10K | Sep 30, 26 | +26.26K | 0.16% |
| HARBOUR INVESTMENTS, INC. | 29.42K | Sep 30, 26 | +3.22K | 0.15% |
| COMMONWEALTH EQUITY SERVICES, LLC | 26.80K | Sep 30, 26 | +17.88K | 0.13% |
| Choate Investment Advisors | 20.28K | Sep 30, 26 | -- | 0.10% |
| Allworth Financial LP | 19.67K | Sep 30, 26 | +318 | 0.10% |
| RAYMOND JAMES FINANCIAL INC | 16.23K | Sep 30, 26 | +1.22K | 0.08% |
| CAPTRUST FINANCIAL ADVISORS | 14.73K | Sep 30, 26 | +3.03K | 0.07% |
| Thayer Partners, LLC / MA | 14.56K | Sep 30, 26 | +221 | 0.07% |
| OSAIC HOLDINGS, INC. | 14.48K | Sep 30, 26 | +3.17K | 0.07% |
| EverSource Wealth Advisors, LLC | 14.42K | Sep 30, 26 | +1.88K | 0.07% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 13.79K | Sep 30, 26 | -1.34K | 0.07% |
| NATURAL INVESTMENTS, LLC | 13.69K | Sep 30, 26 | +13.69K | 0.07% |
| Walkner Condon Financial Advisors LLC | 13.16K | Sep 30, 26 | -674 | 0.07% |
| Ameritas Investment Partners, Inc. | 13.13K | Sep 30, 26 | +527 | 0.07% |
| VALLEY NATIONAL ADVISERS INC | 12.39K | Sep 30, 26 | +1.54K | 0.06% |
| NOVARE CAPITAL MANAGEMENT LLC | 9.58K | Sep 30, 26 | +905 | 0.05% |
| EP Wealth Advisors, LLC | 9.19K | Sep 30, 26 | +112 | 0.05% |
| Private Advisor Group, LLC | 9.05K | Sep 30, 26 | +212 | 0.05% |
| Csenge Advisory Group | 8.95K | Sep 30, 26 | +83 | 0.04% |
| RWA WEALTH PARTNERS, LLC | 8.33K | Sep 30, 26 | -41 | 0.04% |
| Focus Partners Wealth | 8.16K | Sep 30, 26 | +8.16K | 0.04% |
| JPMORGAN CHASE & CO | 8.16K | Sep 30, 26 | -102.84K | 0.04% |
| PNC FINANCIAL SERVICES GROUP, INC. | 7.92K | Sep 30, 26 | -- | 0.04% |
| Rehmann Capital Advisory Group | 7.83K | Sep 30, 26 | +86 | 0.04% |
| Townsend Financial Planning, LLC | 7.55K | Sep 30, 26 | +123 | 0.04% |
| Boston Trust Walden Corp | 7.07K | Sep 30, 26 | +674 | 0.04% |
| Willow Creek Wealth Management Inc. | 7.03K | Sep 30, 26 | -2.60K | 0.04% |
| American Investment Services, Inc. | 6.72K | Sep 30, 26 | -- | 0.03% |
| Carr Financial Group Corp | 6.64K | Sep 30, 26 | +65 | 0.03% |
| Cetera Investment Advisers | 6.30K | Sep 30, 26 | -120 | 0.03% |
| RMG Wealth Management LLC | 5.81K | Sep 30, 26 | +5.81K | 0.03% |
| UMB Bank, n.a. | 5.60K | Sep 30, 26 | -- | 0.03% |
| Summit Wealth Group, LLC | 5.60K | Sep 30, 26 | -- | 0.03% |
| Savant Capital, LLC | 5.50K | Sep 30, 26 | -9.14K | 0.03% |
| JANE STREET GROUP, LLC | 5.45K | Sep 30, 26 | -163.36K | 0.03% |
| Joel Adams & Associates, Inc. | 5.43K | Sep 30, 26 | +66 | 0.03% |
| MML INVESTORS SERVICES, LLC | 5.40K | Sep 30, 26 | -3.56K | 0.03% |
| Live Oak Investment Partners | 5.01K | Sep 30, 26 | -- | 0.02% |
| STRATEGIC ADVISORY PARTNERS, LLC | 4.76K | Sep 30, 26 | -- | 0.02% |
| Eaton-Cambridge Inc. | 4.56K | Sep 30, 26 | +3 | 0.02% |
| Vise Technologies, Inc. | 4.55K | Sep 30, 26 | -- | 0.02% |
| Black Diamond Financial, LLC | 4.17K | Sep 30, 26 | -- | 0.02% |
| Alpha Financial Partners LLC | 4.08K | Sep 30, 26 | +44 | 0.02% |
| FIRST TRUST ADVISORS LP | 3.94K | Sep 30, 26 | +48 | 0.02% |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | 3.81K | Sep 30, 26 | +382 | 0.02% |
| KEYVANTAGE WEALTH, LLC | 3.65K | Sep 30, 26 | +120 | 0.02% |
| Continuum Advisory, LLC | 3.54K | Sep 30, 26 | +45 | 0.02% |
| STIFEL FINANCIAL CORP | 3.51K | Sep 30, 26 | -566 | 0.02% |
| Milestone Investment Advisors LLC | 2.78K | Sep 30, 26 | -17 | 0.01% |
| MORGAN STANLEY | 2.70K | Sep 30, 26 | +239 | 0.01% |
| AE Wealth Management LLC | 1.96K | Sep 30, 26 | -1.16K | 0.01% |
| Fairway Wealth LLC | 1.91K | Sep 30, 26 | -- | 0.01% |
| FMR LLC | 1.84K | Sep 30, 26 | +423 | 0.01% |
| N.E.W. Advisory Services LLC | 1.55K | Sep 30, 26 | -- | 0.01% |
| Financial Gravity Asset Management, Inc. | 1.53K | Sep 30, 26 | +1.53K | 0.01% |
| US BANCORP \DE\ | 1.39K | Sep 30, 26 | -- | 0.01% |
| Balance Wealth Partners LLC | 1.16K | Sep 30, 26 | +1.16K | 0.01% |
| BLAIR WILLIAM & CO/IL | 1.03K | Sep 30, 26 | +13 | 0.01% |
| Atomic Invest LLC | 1.02K | Sep 30, 26 | +146 | 0.01% |
| Birchwood Financial Partners, Inc. | 825 | Sep 30, 26 | +10 | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 732 | Sep 30, 26 | +311 | 0.00% |
| HOLLENCREST CAPITAL MANAGEMENT | 547 | Sep 30, 26 | -- | 0.00% |
| Larson Financial Group LLC | 546 | Sep 30, 26 | +7 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 492 | Sep 30, 26 | +492 | 0.00% |
| Ashton Thomas Private Wealth, LLC | 435 | Sep 30, 26 | -2 | 0.00% |
| North Star Investment Management Corp. | 315 | Sep 30, 26 | -- | 0.00% |
| Tradewinds Capital Management, LLC | 212 | Sep 30, 26 | +17 | 0.00% |
| Measured Wealth Private Client Group, LLC | 158 | Sep 30, 26 | -- | 0.00% |
| Strategic Investment Solutions, Inc. /IL | 135 | Sep 30, 26 | +2 | 0.00% |
| BANK OF MONTREAL /CAN/ | 72 | Sep 30, 26 | -- | 0.00% |
| Coston, McIsaac & Partners | 65 | Sep 30, 26 | +1 | 0.00% |
| Rice Partnership, LLC | 48 | Sep 30, 26 | +48 | 0.00% |
| Geneos Wealth Management Inc. | 17 | Sep 30, 26 | +17 | 0.00% |
| FIFTH THIRD BANCORP | 2 | Sep 30, 26 | -- | 0.00% |
| BFSG, LLC | -- | Sep 30, 26 | -116 | -- |
| Estate Counselors, LLC | -- | Sep 30, 26 | -3.23K | -- |
| GILL CAPITAL PARTNERS, LLC | -- | Sep 30, 26 | -280 | -- |
| Tribridge Partners Financial LLC | -- | Sep 30, 26 | -5.21K | -- |
| Clarity Wealth Development LLC | -- | Sep 30, 26 | -13.87K | -- |
| Varma Mutual Pension Insurance Co | -- | Sep 30, 26 | -1.10M | -- |
| FIDUCIARY FINANCIAL ADVISORS | -- | Sep 30, 26 | -149 | -- |
| Kroeger Financial Partners | -- | Sep 30, 26 | -462 | -- |
| VANGUARD ADVISERS INC | 2.25M | Jun 30, 26 | +245.53K | 11.21% |
| BANK OF AMERICA CORP /DE/ | 1.87M | Jun 30, 26 | +21.38K | 9.33% |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 531.95K | Jun 30, 26 | +12.36K | 2.65% |
| ENVESTNET ASSET MANAGEMENT INC | 275.89K | Jun 30, 26 | +9.44K | 1.37% |
| SageView Advisory Group, LLC | 177.55K | Jun 30, 26 | +2.08K | 0.88% |
| NewEdge Advisors, LLC | 130.34K | Jun 30, 26 | -7.92K | 0.65% |
| IMA Advisory Services, Inc. | 115.68K | Jun 30, 26 | -34.05K | 0.58% |
| JPMORGAN CHASE & CO | 111.00K | Jun 30, 26 | +97.25K | 0.55% |
| Cerity Partners LLC | 104.86K | Jun 30, 26 | +8.22K | 0.52% |
| ST GERMAIN D J CO INC | 72.98K | Jun 30, 26 | +4.06K | 0.36% |
| CITADEL ADVISORS LLC | 72.43K | Jun 30, 26 | +41.21K | 0.36% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 67.97K | Jun 30, 26 | +67.97K | 0.34% |
| RAFFA WEALTH MANAGEMENT, LLC | 48.85K | Jun 30, 26 | +526 | 0.24% |
| WELLS FARGO & COMPANY/MN | 29.61K | Jun 30, 26 | +67 | 0.15% |
| ROYAL BANK OF CANADA | 21.98K | Jun 30, 26 | -656 | 0.11% |
| Modern Wealth Management, LLC | 21.60K | Jun 30, 26 | +2.65K | 0.11% |
| RAYMOND JAMES FINANCIAL INC | 15.01K | Jun 30, 26 | +6.02K | 0.07% |
| MERCER GLOBAL ADVISORS INC /ADV | 13.23K | Jun 30, 26 | +13.23K | 0.07% |
| Ameritas Investment Partners, Inc. | 12.60K | Jun 30, 26 | +1.13K | 0.06% |
| OSAIC HOLDINGS, INC. | 11.30K | Jun 30, 26 | +1.23K | 0.06% |
| CURIO WEALTH, LLC | 11.02K | Jun 30, 26 | -- | 0.05% |
| EP Wealth Advisors, LLC | 9.07K | Jun 30, 26 | -1.48K | 0.05% |
| MML INVESTORS SERVICES, LLC | 8.96K | Jun 30, 26 | +1.16K | 0.04% |
| Fairlight Advisors | 7.91K | Jun 30, 26 | +7.91K | 0.04% |
| Rehmann Capital Advisory Group | 7.75K | Jun 30, 26 | +83 | 0.04% |
| Betterment LLC | 7.62K | Jun 30, 26 | +411 | 0.04% |
| American Investment Services, Inc. | 6.72K | Jun 30, 26 | -- | 0.03% |
| Cetera Investment Advisers | 6.42K | Jun 30, 26 | +398 | 0.03% |
| Bragg Financial Advisors, Inc | 6.39K | Jun 30, 26 | +357 | 0.03% |
| LaSalle St. Investment Advisors, LLC | 5.97K | Jun 30, 26 | -61 | 0.03% |
| Drucker Wealth 3.0, LLC | 5.03K | Jun 30, 26 | +75 | 0.03% |
| Continuum Advisory, LLC | 3.49K | Jun 30, 26 | +3.49K | 0.02% |
| Estate Counselors, LLC | 3.23K | Jun 30, 26 | +3.23K | 0.02% |
| AE Wealth Management LLC | 3.12K | Jun 30, 26 | -1.57K | 0.02% |
| MORGAN STANLEY | 2.46K | Jun 30, 26 | +1.51K | 0.01% |
| Financial Gravity Companies, Inc. | 1.53K | Jun 30, 26 | +1.53K | 0.01% |
| Atomic Invest LLC | 872 | Jun 30, 26 | +138 | 0.00% |
| Aberdeen Wealth Management LLC | 602 | Jun 30, 26 | +602 | 0.00% |
| Oakmont Advisory Group, LLC | 464 | Jun 30, 26 | +464 | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 421 | Jun 30, 26 | +421 | 0.00% |
| Dunhill Financial, LLC | 152 | Jun 30, 26 | +152 | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 149 | Jun 30, 26 | +149 | 0.00% |
| Front Row Advisors LLC | 75 | Jun 30, 26 | -- | 0.00% |
| WFA of San Diego, LLC | -- | Jun 30, 26 | -1.01K | -- |
| CWM, LLC | 13.60K | Mar 31, 26 | +2.94K | 0.07% |
| Charter Oak Capital Management, LLC | 10.52K | Mar 31, 26 | +336 | 0.05% |
| Financial Gravity Asset Management, Inc. | 1.53K | Mar 31, 26 | +162 | 0.01% |
| VANGUARD GROUP INC | 1.85M | Dec 31, 25 | +190.79K | 9.21% |
| MERITAGE PORTFOLIO MANAGEMENT | 11.34K | Dec 31, 25 | -- | 0.06% |
| AllSquare Wealth Management LLC | 564 | Sep 30, 25 | -- | 0.00% |
| Parkworth Wealth Management, Inc. | 5.01K | Jun 30, 25 | +1.79K | 0.02% |
| Atria Wealth Solutions, Inc. | 3.40K | Jun 30, 25 | +3.40K | 0.02% |
| First Horizon Advisors, Inc. | 1.00K | Jun 30, 25 | -- | 0.00% |
| Householder Group Estate & Retirement Specialist, LLC | -- | Dec 31, 24 | -374 | -- |
| RAYMOND JAMES & ASSOCIATES | 5.58K | Sep 30, 24 | -- | 0.03% |
| Rain Capital Management, LLC | 117 | Jun 30, 24 | +1 | 0.00% |
| Cetera Advisor Networks LLC | 3.24K | Mar 31, 24 | +3.24K | 0.02% |
| CAMBRIDGE TRUST CO | 35 | Mar 31, 24 | +35 | 0.00% |
| Column Capital Advisors, LLC | 336 | Sep 30, 23 | +3 | 0.00% |
| Parsec Financial Management, Inc. | 75.45K | Mar 31, 23 | +2.10K | 0.38% |
| Baldrige Asset Management LLC | 2.16K | Mar 31, 23 | -- | 0.01% |
| Burleson & Company, LLC | 200 | Dec 31, 22 | -- | 0.00% |
| American Portfolios Advisors | 201 | Sep 30, 22 | -- | 0.00% |
