| UBS Group AG | 293.99K | Sep 30, 26 | -4.90K | 1.98% |
| ASPIRIANT, LLC | 276.73K | Sep 30, 26 | -19.31K | 1.87% |
| N.E.W. Advisory Services LLC | 273.09K | Sep 30, 26 | +5.50K | 1.84% |
| Concurrent Investment Advisors, LLC | 226.50K | Sep 30, 26 | +24.73K | 1.53% |
| Savant Capital, LLC | 175.37K | Sep 30, 26 | -89.93K | 1.18% |
| Atria Investments, Inc | 153.38K | Sep 30, 26 | +6.71K | 1.03% |
| Cannon Financial Strategists, Inc. | 144.85K | Sep 30, 26 | -985 | 0.98% |
| LPL Financial LLC | 135.41K | Sep 30, 26 | -3.09K | 0.91% |
| One Day In July LLC | 122.80K | Sep 30, 26 | -2.74K | 0.83% |
| Avior Wealth Management, LLC | 119.75K | Sep 30, 26 | +682 | 0.81% |
| SYM FINANCIAL Corp | 112.13K | Sep 30, 26 | -2.39K | 0.76% |
| RIVERSEDGE ADVISORS, LLC | 97.46K | Sep 30, 26 | -1.47K | 0.66% |
| Mokosak Advisory Group, LLC | 92.04K | Sep 30, 26 | +361 | 0.62% |
| Silver Oak Advisory Group, Inc. | 86.88K | Sep 30, 26 | -1.12K | 0.59% |
| First Bank & Trust | 78.42K | Sep 30, 26 | -- | 0.53% |
| BALANCED WEALTH GROUP LLC | 74.86K | Sep 30, 26 | +884 | 0.51% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 60.74K | Sep 30, 26 | +218 | 0.41% |
| Cambridge Investment Research Advisors, Inc. | 59.94K | Sep 30, 26 | -1.71K | 0.40% |
| D.A. DAVIDSON & CO. | 54.44K | Sep 30, 26 | +1.55K | 0.37% |
| Hegarty Advisors, LLC | 44.79K | Sep 30, 26 | +2.53K | 0.30% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 41.30K | Sep 30, 26 | -- | 0.28% |
| RFG HOLDINGS, INC. | 40.28K | Sep 30, 26 | -158 | 0.27% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 33.74K | Sep 30, 26 | -1.17K | 0.23% |
| SUMMIT WEALTH GROUP LLC / CO | 30.63K | Sep 30, 26 | -402 | 0.21% |
| Cambridge Financial Group, LLC | 29.19K | Sep 30, 26 | -- | 0.20% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 29.14K | Sep 30, 26 | -4.45K | 0.20% |
| Code Waechter LLC | 29.13K | Sep 30, 26 | -736 | 0.20% |
| Red Door Wealth Management, LLC | 28.00K | Sep 30, 26 | +10 | 0.19% |
| SAXON INTERESTS, INC. | 26.95K | Sep 30, 26 | -5.60K | 0.18% |
| Diversified Enterprises, LLC | 25.86K | Sep 30, 26 | +1.75K | 0.17% |
| Inman Jager Wealth Management, LLC | 23.81K | Sep 30, 26 | -680 | 0.16% |
| COMMONWEALTH EQUITY SERVICES, LLC | 21.90K | Sep 30, 26 | -246 | 0.15% |
| Spire Wealth Management | 20.92K | Sep 30, 26 | +642 | 0.14% |
| Veratis Advisors, Inc. | 20.22K | Sep 30, 26 | -243 | 0.14% |
| STUDIO INVESTMENT MANAGEMENT LLC | 20.00K | Sep 30, 26 | -2.07K | 0.13% |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 17.85K | Sep 30, 26 | -- | 0.12% |
| Private Advisor Group, LLC | 16.78K | Sep 30, 26 | +1.30K | 0.11% |
| Ackerman Capital Advisors, LLC | 16.35K | Sep 30, 26 | -509 | 0.11% |
| St. Louis Trust Co | 16.30K | Sep 30, 26 | -- | 0.11% |
| COMPOSITION WEALTH, LLC | 16.23K | Sep 30, 26 | -- | 0.11% |
| Evensky & Katz LLC | 16.07K | Sep 30, 26 | -1.35K | 0.11% |
| Goodman Financial Corp | 13.69K | Sep 30, 26 | +13.69K | 0.09% |
| Focus Advisor Solutions, LLC | 13.14K | Sep 30, 26 | +7.18K | 0.09% |
| Wellington Grp LLC | 12.84K | Sep 30, 26 | -2 | 0.09% |
| Junk Investment Group, LLC | 12.44K | Sep 30, 26 | +1.77K | 0.08% |
| Wealth Architects, LLC | 12.07K | Sep 30, 26 | -- | 0.08% |
| ASSETMARK, INC | 11.97K | Sep 30, 26 | -621 | 0.08% |
| Rodgers & Associates, LTD | 11.29K | Sep 30, 26 | -- | 0.08% |
| FIFTH THIRD BANCORP | 10.79K | Sep 30, 26 | +5.09K | 0.07% |
| FAMILY WEALTH PARTNERS, LLC | 10.53K | Sep 30, 26 | +1 | 0.07% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 10.11K | Sep 30, 26 | -- | 0.07% |
| Global Retirement Partners, LLC | 8.74K | Sep 30, 26 | -31.97K | 0.06% |
| HB Wealth Management, LLC | 8.67K | Sep 30, 26 | -- | 0.06% |
| BAILARD, INC. | 8.17K | Sep 30, 26 | -- | 0.06% |
| OneDigital Investment Advisors LLC | 7.83K | Sep 30, 26 | -51 | 0.05% |
| Relyea Zuckerberg Hanson LLC | 7.33K | Sep 30, 26 | -158 | 0.05% |
| Asset Dedication, LLC | 7.32K | Sep 30, 26 | +5.32K | 0.05% |
| FIFTH THIRD SECURITIES, INC. | 7.01K | Sep 30, 26 | -32 | 0.05% |
| CIBC WORLD MARKET INC. | 6.82K | Sep 30, 26 | -2.45K | 0.05% |
| Hardin Capital Partners, LLC | 6.71K | Sep 30, 26 | +53 | 0.05% |
| Employees' Retirement Fund of the City of Fort Worth | 6.59K | Sep 30, 26 | -- | 0.04% |
| Diversified Trust Co | 6.38K | Sep 30, 26 | -- | 0.04% |
| Genesee Capital Advisors, LLC | 6.31K | Sep 30, 26 | -122 | 0.04% |
| FMR LLC | 6.20K | Sep 30, 26 | +601 | 0.04% |
| Vise Technologies, Inc. | 5.82K | Sep 30, 26 | +6 | 0.04% |
| Kestra Advisory Services, LLC | 5.80K | Sep 30, 26 | +23 | 0.04% |
| HighTower Advisors, LLC | 5.60K | Sep 30, 26 | -33 | 0.04% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 5.56K | Sep 30, 26 | -896 | 0.04% |
| Creative Planning | 5.41K | Sep 30, 26 | -1.17K | 0.04% |
| Farther Finance Advisors, LLC | 5.15K | Sep 30, 26 | +9 | 0.03% |
| Integrated Capital Management, LLC | 4.83K | Sep 30, 26 | +17 | 0.03% |
| OneAscent Financial Services LLC | 4.76K | Sep 30, 26 | +2.01K | 0.03% |
| Phillip James Consulting Co. | 4.43K | Sep 30, 26 | +4.43K | 0.03% |
| Rockbridge Investment Management, LCC | 4.26K | Sep 30, 26 | +4 | 0.03% |
| Valmark Advisers, Inc. | 4.12K | Sep 30, 26 | -430 | 0.03% |
| Sigma Planning Corp | 4.12K | Sep 30, 26 | -3 | 0.03% |
| Stone Summit Wealth LLC | 3.67K | Sep 30, 26 | -- | 0.02% |
| Heartwood Wealth Advisors LLC | 3.51K | Sep 30, 26 | -- | 0.02% |
| StoneX Group Inc. | 3.42K | Sep 30, 26 | +1.14K | 0.02% |
| TruNorth Capital Management, LLC | 3.41K | Sep 30, 26 | -- | 0.02% |
| INSIGHT 2811, INC. | 3.25K | Sep 30, 26 | +73 | 0.02% |
| Apella Capital, LLC | 3.23K | Sep 30, 26 | +835 | 0.02% |
| BHK Investment Advisors, LLC | 3.20K | Sep 30, 26 | -- | 0.02% |
| BRIGHTON JONES LLC | 3.15K | Sep 30, 26 | +13 | 0.02% |
| Briggs Wealth Management, Inc | 3.03K | Sep 30, 26 | -292 | 0.02% |
| BARRETT & COMPANY, INC. | 2.98K | Sep 30, 26 | -- | 0.02% |
| COZAD ASSET MANAGEMENT INC | 2.55K | Sep 30, 26 | -- | 0.02% |
| Chicago Partners Investment Group LLC | 2.51K | Sep 30, 26 | +2.51K | 0.02% |
| INTEGRITY ALLIANCE, LLC. | 2.44K | Sep 30, 26 | -- | 0.02% |
| Carrera Capital Advisors | 2.38K | Sep 30, 26 | -749 | 0.02% |
| FIDELITY D & D BANCORP INC | 2.28K | Sep 30, 26 | -- | 0.02% |
| Allworth Financial LP | 2.25K | Sep 30, 26 | +2.25K | 0.02% |
| Altrius Capital Management Inc | 2.25K | Sep 30, 26 | +60 | 0.02% |
| Simplicity Wealth,LLC | 2.23K | Sep 30, 26 | +2.23K | 0.02% |
| Breakwater Capital Group | 2.23K | Sep 30, 26 | +33 | 0.02% |
| Saxony Capital Management, LLC | 2.04K | Sep 30, 26 | -44 | 0.01% |
| Compound Planning, Inc. | 1.91K | Sep 30, 26 | -- | 0.01% |
| IFG Advisors, LLC | 1.89K | Sep 30, 26 | -- | 0.01% |
| Sage Mountain Advisors LLC | 1.76K | Sep 30, 26 | -- | 0.01% |
| Aspect Partners, LLC | 1.60K | Sep 30, 26 | -- | 0.01% |
| VALLEY NATIONAL ADVISERS INC | 1.25K | Sep 30, 26 | -- | 0.01% |
| Cornerstone Financial Management LLC | 1.15K | Sep 30, 26 | -5 | 0.01% |
| HARBOUR INVESTMENTS, INC. | 974 | Sep 30, 26 | +164 | 0.01% |
| Noble Wealth Management PBC | 840 | Sep 30, 26 | -51 | 0.01% |
| Triumph Capital Management | 807 | Sep 30, 26 | -- | 0.01% |
| Root Financial Partners, LLC | 781 | Sep 30, 26 | +781 | 0.01% |
| Hurley Capital, LLC | 734 | Sep 30, 26 | -- | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 727 | Sep 30, 26 | +232 | 0.00% |
| Salomon & Ludwin, LLC | 693 | Sep 30, 26 | -- | 0.00% |
| Glass Jacobson Investment Advisors llc | 529 | Sep 30, 26 | +10 | 0.00% |
| IFP Advisors, Inc | 490 | Sep 30, 26 | +490 | 0.00% |
| Parallel Advisors, LLC | 360 | Sep 30, 26 | -- | 0.00% |
| Birchwood Financial Partners, Inc. | 351 | Sep 30, 26 | +2 | 0.00% |
| SJS Investment Consulting Inc. | 343 | Sep 30, 26 | -- | 0.00% |
| CoreCap Advisors, LLC | 324 | Sep 30, 26 | -- | 0.00% |
| TD PRIVATE CLIENT WEALTH LLC | 318 | Sep 30, 26 | -8 | 0.00% |
| Capital Investment Advisory Services, LLC | 296 | Sep 30, 26 | +2 | 0.00% |
| Smartleaf Asset Management LLC | 246 | Sep 30, 26 | -- | 0.00% |
| FIDUCIARY ADVISORS, INC. | 238 | Sep 30, 26 | +1 | 0.00% |
| JFS WEALTH ADVISORS, LLC | 216 | Sep 30, 26 | -- | 0.00% |
| Russell Investments Group, Ltd. | 190 | Sep 30, 26 | +54 | 0.00% |
| Markowski Investments | 180 | Sep 30, 26 | -- | 0.00% |
| PlanVest Financial, Inc | 166 | Sep 30, 26 | -- | 0.00% |
| Financial Freedom, LLC | 133 | Sep 30, 26 | +133 | 0.00% |
| TD Waterhouse Canada Inc. | 90 | Sep 30, 26 | -- | 0.00% |
| SBI Securities Co., Ltd. | 81 | Sep 30, 26 | +2 | 0.00% |
| Caldwell Trust Co | 80 | Sep 30, 26 | -- | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 53 | Sep 30, 26 | -- | 0.00% |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 45 | Sep 30, 26 | +45 | 0.00% |
| CULLEN/FROST BANKERS, INC. | 43 | Sep 30, 26 | +43 | 0.00% |
| IFG Advisory, LLC | 36 | Sep 30, 26 | -- | 0.00% |
| Morton Brown Family Wealth, LLC | 28 | Sep 30, 26 | -- | 0.00% |
| Washington Trust Advisors, Inc. | 22 | Sep 30, 26 | +22 | 0.00% |
| Concord Wealth Partners | 14 | Sep 30, 26 | -- | 0.00% |
| Richardson Capital Management LLC | 14 | Sep 30, 26 | +1 | 0.00% |
| Financial Management Professionals, Inc. | 8 | Sep 30, 26 | -74 | 0.00% |
| First Pacific Financial | 2 | Sep 30, 26 | +2 | 0.00% |
| Highland Investment Advisors LLC | -- | Sep 30, 26 | -265 | -- |
| RMG Wealth Management LLC | -- | Sep 30, 26 | -821 | -- |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | -- | Sep 30, 26 | -114 | -- |
| CALIBER WEALTH MANAGEMENT, LLC / KS | -- | Sep 30, 26 | -1.76K | -- |
| Banco BTG Pactual S.A. | -- | Sep 30, 26 | -10.16K | -- |
| CITIGROUP INC | -- | Sep 30, 26 | -2.97K | -- |
| Advisor Resource Council | -- | Sep 30, 26 | -4.80K | -- |
| Barnes Wealth Management Group, Inc | -- | Sep 30, 26 | -1.74K | -- |
| BESSEMER GROUP INC | -- | Sep 30, 26 | -58 | -- |
| Daffy Charitable Fund | -- | Sep 30, 26 | -2.13K | -- |
| Bernicke Wealth Management, Ltd. | -- | Sep 30, 26 | -1.75K | -- |
| AFFINITY WEALTH LLC | -- | Sep 30, 26 | -2 | -- |
| MORGAN STANLEY | 373.69K | Jun 30, 26 | -16.30K | 2.52% |
| UBS Group AG | 298.89K | Jun 30, 26 | -1.25K | 2.02% |
| WELLINGTON MANAGEMENT GROUP LLP | 152.70K | Jun 30, 26 | -10.02K | 1.03% |
| BANK OF AMERICA CORP /DE/ | 152.40K | Jun 30, 26 | +7.35K | 1.03% |
| CAPITAL ADVISORS INC/OK | 151.02K | Jun 30, 26 | +226 | 1.02% |
| Gallagher Fiduciary Advisors, LLC | 148.53K | Jun 30, 26 | +3.84K | 1.00% |
| Integrated Investment Consultants, LLC | 122.41K | Jun 30, 26 | -1.06K | 0.83% |
| FIRST MANHATTAN CO. LLC. | 117.61K | Jun 30, 26 | -1.14K | 0.79% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 106.44K | Jun 30, 26 | -9.86K | 0.72% |
| Legend Financial Advisors, Inc. | 98.73K | Jun 30, 26 | -1.07K | 0.67% |
| OSAIC HOLDINGS, INC. | 96.61K | Jun 30, 26 | -1.78K | 0.65% |
| ROYAL BANK OF CANADA | 91.92K | Jun 30, 26 | +2.95K | 0.62% |
| BALANCED WEALTH GROUP LLC | 73.98K | Jun 30, 26 | +73.98K | 0.50% |
| Pathstone Holdings, LLC | 66.99K | Jun 30, 26 | +1.58K | 0.45% |
| WELLS FARGO & COMPANY/MN | 64.53K | Jun 30, 26 | +4.92K | 0.44% |
| Mutual Advisors, LLC | 59.92K | Jun 30, 26 | +3.08K | 0.40% |
| ENVESTNET ASSET MANAGEMENT INC | 55.91K | Jun 30, 26 | -11.59K | 0.38% |
| Prime Buchholz LLC | 54.41K | Jun 30, 26 | +54.41K | 0.37% |
| RAYMOND JAMES FINANCIAL INC | 54.30K | Jun 30, 26 | -6.75K | 0.37% |
| MidFirst Bank | 52.79K | Jun 30, 26 | -48 | 0.36% |
| AMERIPRISE FINANCIAL INC | 37.13K | Jun 30, 26 | -176 | 0.25% |
| Mariner, LLC | 33.54K | Jun 30, 26 | +1.26K | 0.23% |
| TWO SIGMA INVESTMENTS, LP | 29.94K | Jun 30, 26 | +29.94K | 0.20% |
| EP Wealth Advisors, LLC | 25.56K | Jun 30, 26 | +478 | 0.17% |
| World Investment Advisors | 25.34K | Jun 30, 26 | -- | 0.17% |
| JPMORGAN CHASE & CO | 24.84K | Jun 30, 26 | +46 | 0.17% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 24.20K | Jun 30, 26 | -1.15K | 0.16% |
| CIBC Bancorp USA Inc. | 19.48K | Jun 30, 26 | -- | 0.13% |
| BROWN ADVISORY INC | 17.92K | Jun 30, 26 | -95 | 0.12% |
| Cetera Investment Advisers | 16.86K | Jun 30, 26 | +130 | 0.11% |
| Naviter Wealth, LLC | 12.81K | Jun 30, 26 | -- | 0.09% |
| Cerity Partners LLC | 12.79K | Jun 30, 26 | +1.91K | 0.09% |
| MML INVESTORS SERVICES, LLC | 12.63K | Jun 30, 26 | +846 | 0.09% |
| Financial Strategies Group, Inc. | 12.56K | Jun 30, 26 | -485 | 0.08% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11.12K | Jun 30, 26 | -96 | 0.08% |
| Corient Private Wealth LP | 11.07K | Jun 30, 26 | -73 | 0.07% |
| PACIFIC SUN FINANCIAL CORP | 11.02K | Jun 30, 26 | +140 | 0.07% |
| Betterment LLC | 10.19K | Jun 30, 26 | +625 | 0.07% |
| FLOW TRADERS U.S. LLC | 10.06K | Jun 30, 26 | +3.84K | 0.07% |
| Waverly Advisors, LLC | 9.37K | Jun 30, 26 | +11 | 0.06% |
| Janney Montgomery Scott LLC | 9.25K | Jun 30, 26 | -34 | 0.06% |
| Focus Partners Wealth | 8.29K | Jun 30, 26 | -220 | 0.06% |
| JONES FINANCIAL COMPANIES LLLP | 8.18K | Jun 30, 26 | +2.10K | 0.06% |
| OneDigital Investment Advisors LLC | 7.88K | Jun 30, 26 | -468 | 0.05% |
| AQR CAPITAL MANAGEMENT LLC | 7.46K | Jun 30, 26 | +1.44K | 0.05% |
| Bruce G. Allen Investments, LLC | 7.08K | Jun 30, 26 | +4.39K | 0.05% |
| Envestnet Portfolio Solutions, Inc. | 7.06K | Jun 30, 26 | -3.58K | 0.05% |
| Stokes Family Office, LLC | 7.01K | Jun 30, 26 | -325 | 0.05% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5.84K | Jun 30, 26 | -1.39K | 0.04% |
| RWA WEALTH PARTNERS, LLC | 5.82K | Jun 30, 26 | -- | 0.04% |
| KEYVANTAGE WEALTH, LLC | 5.68K | Jun 30, 26 | -749 | 0.04% |
| PFG Investments, LLC | 5.02K | Jun 30, 26 | +5.02K | 0.03% |
| Equitable Holdings, Inc. | 4.52K | Jun 30, 26 | -- | 0.03% |
| Icon Wealth Advisors, LLC | 4.44K | Jun 30, 26 | -- | 0.03% |
| Vestmark Advisory Solutions, Inc. | 4.41K | Jun 30, 26 | +279 | 0.03% |
| ZACKS INVESTMENT MANAGEMENT | 4.33K | Jun 30, 26 | +4.33K | 0.03% |
| Sierra Capital LLC | 4.26K | Jun 30, 26 | +2 | 0.03% |
| Beaird Harris Wealth Management, LLC | 4.12K | Jun 30, 26 | +16 | 0.03% |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 3.99K | Jun 30, 26 | +9 | 0.03% |
| Brand Asset Management Group, Inc. | 3.88K | Jun 30, 26 | +16 | 0.03% |
| Bragg Financial Advisors, Inc | 3.03K | Jun 30, 26 | -100 | 0.02% |
| FAS Wealth Partners, Inc. | 3.00K | Jun 30, 26 | +4 | 0.02% |
| STEPHENS INC /AR/ | 2.91K | Jun 30, 26 | -- | 0.02% |
| COZAD ASSET MANAGEMENT INC | 2.55K | Jun 30, 26 | -- | 0.02% |
| GWN SECURITIES INC. | 2.37K | Jun 30, 26 | +10 | 0.02% |
| NewEdge Advisors, LLC | 2.29K | Jun 30, 26 | +2.29K | 0.02% |
| CAHILL FINANCIAL ADVISORS INC | 2.25K | Jun 30, 26 | +9 | 0.02% |
| Genesis Financial Group, LLC | 2.14K | Jun 30, 26 | +5 | 0.01% |
| Atomic Invest LLC | 2.13K | Jun 30, 26 | -21 | 0.01% |
| Arax Advisory Partners | 2.12K | Jun 30, 26 | +2.12K | 0.01% |
| Passive Capital Management, LLC. | 2.06K | Jun 30, 26 | -- | 0.01% |
| LOWERY THOMAS, LLC | 2.04K | Jun 30, 26 | +2.04K | 0.01% |
| Sequoia Financial Advisors, LLC | 2.00K | Jun 30, 26 | -- | 0.01% |
| BlackRock, Inc. | 2.00K | Jun 30, 26 | -- | 0.01% |
| Stratos Wealth Partners, LTD. | 1.99K | Jun 30, 26 | -23 | 0.01% |
| LaSalle St. Investment Advisors, LLC | 1.88K | Jun 30, 26 | +1.88K | 0.01% |
| CENTAURUS FINANCIAL, INC. | 1.87K | Jun 30, 26 | +103 | 0.01% |
| Rockefeller Capital Management L.P. | 1.87K | Jun 30, 26 | +5 | 0.01% |
| YARGER WEALTH STRATEGIES, LLC | 1.84K | Jun 30, 26 | +1.84K | 0.01% |
| Rehmann Capital Advisory Group | 1.79K | Jun 30, 26 | +1.79K | 0.01% |
| Rialto Wealth Management, LLC | 1.52K | Jun 30, 26 | -- | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 1.26K | Jun 30, 26 | +1.26K | 0.01% |
| Continuum Advisory, LLC | 1.22K | Jun 30, 26 | +1.22K | 0.01% |
| AMERIFLEX GROUP, INC. | 1.20K | Jun 30, 26 | -4 | 0.01% |
| Aptus Capital Advisors, LLC | 1.07K | Jun 30, 26 | -- | 0.01% |
| VANGUARD ADVISERS INC | 1.07K | Jun 30, 26 | -29 | 0.01% |
| BFC Planning, Inc. | 802 | Jun 30, 26 | +802 | 0.01% |
| BROWN BROTHERS HARRIMAN & CO | 348 | Jun 30, 26 | -- | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 340 | Jun 30, 26 | -- | 0.00% |
| Highland Investment Advisors LLC | 265 | Jun 30, 26 | +265 | 0.00% |
| Glen Eagle Advisors, LLC | 201 | Jun 30, 26 | +1 | 0.00% |
| PlanVest Financial, Inc | 166 | Jun 30, 26 | +44 | 0.00% |
| Integrated Wealth Concepts LLC | 80 | Jun 30, 26 | +80 | 0.00% |
| Horizon Investments, LLC | 5 | Jun 30, 26 | -5 | 0.00% |
| Atlantic Union Bankshares Corp | 2 | Jun 30, 26 | -- | 0.00% |
| STIFEL FINANCIAL CORP | -- | Jun 30, 26 | -1.98K | -- |
| Legacy Wealth Managment, LLC/ID | -- | Jun 30, 26 | -24 | -- |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | -- | Jun 30, 26 | -186 | -- |
| Medallion Wealth Advisors, LLC | -- | Jun 30, 26 | -24 | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -3.06K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -2 | -- |
| MAI Capital Management | -- | Jun 30, 26 | -175 | -- |
| CWM, LLC | 72.75K | Mar 31, 26 | -3.22K | 0.49% |
| EXENCIAL WEALTH ADVISORS, LLC | 30.88K | Mar 31, 26 | +392 | 0.21% |
| North Ridge Wealth Advisors, Inc. | 357 | Mar 31, 26 | +357 | 0.00% |
| McIlrath & Eck, LLC | -- | Mar 31, 26 | -14 | -- |
| CIBC Private Wealth Group LLC | 17.93K | Dec 31, 25 | +14.62K | 0.12% |
| COMERICA BANK | 4.30K | Dec 31, 25 | -1.45K | 0.03% |
| ASSET PLANNING CORPORATION | 126.17K | Sep 30, 25 | +2.22K | 0.85% |
| Bristlecone Advisors, LLC | 7.80K | Sep 30, 25 | -- | 0.05% |
| Promus Capital, LLC | 252 | Sep 30, 25 | +252 | 0.00% |
| CROWLEY WEALTH MANAGEMENT, INC. | -- | Sep 30, 25 | -34 | -- |
| Congress Wealth Management LLC / DE / | 3.83K | Jun 30, 25 | +3.83K | 0.03% |
| Christopher J. Hasenberg, Inc | 20 | Jun 30, 25 | -- | 0.00% |
| Sandy Spring Bank | 2 | Mar 31, 25 | -22 | 0.00% |
| CAROLINAS WEALTH CONSULTING LLC | -- | Mar 31, 25 | -1.80K | -- |
| EPIQ Capital Group, LLC | 24.89K | Dec 31, 24 | -4.39K | 0.17% |
| RAYMOND JAMES & ASSOCIATES | 180.94K | Sep 30, 24 | +2.64K | 1.22% |
| Raymond James Financial Services Advisors, Inc. | 63.16K | Sep 30, 24 | -2.08K | 0.43% |
| Axiom Advisory, LLC | 19.77K | Sep 30, 24 | +418 | 0.13% |
| RAYMOND JAMES TRUST N.A. | 3.52K | Sep 30, 24 | -- | 0.02% |
| Peterson Financial Group, Inc. | 65 | Sep 30, 24 | +65 | 0.00% |
| Private Ocean, LLC | 144 | Jun 30, 24 | +144 | 0.00% |
| JANICZEK WEALTH MANAGEMENT, LLC | 33 | Jun 30, 24 | -- | 0.00% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | -- | Jun 30, 24 | -3.27K | -- |
| Cetera Advisor Networks LLC | 24.06K | Mar 31, 24 | +1.21K | 0.16% |
| Cetera Advisors LLC | 8.67K | Mar 31, 24 | +8.67K | 0.06% |
| Mango Five Family, Inc. | 3.85K | Mar 31, 24 | -- | 0.03% |
| Baystate Wealth Management LLC | 7.68K | Dec 31, 23 | -508 | 0.05% |
| Cannell & Co. | 4.66K | Dec 31, 23 | +4.66K | 0.03% |
| WEALTHSOURCE PARTNERS, LLC | -- | Dec 31, 23 | -3.06K | -- |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 21.92K | Sep 30, 23 | -- | 0.15% |
| COMERICA SECURITIES,INC. | 7.02K | Sep 30, 23 | -- | 0.05% |
| Icon Wealth Partners, LLC | 4.44K | Sep 30, 23 | +4.44K | 0.03% |
| Gallagher Benefit Services, Inc. | 175.85K | Dec 31, 22 | +175.85K | 1.19% |
| F3Logic, LLC | 175.85K | Dec 31, 22 | +8.99K | 1.19% |
| BLUESTEIN R H & CO LLC | 1.41K | Sep 30, 22 | -- | 0.01% |
| WIPFLI FINANCIAL ADVISORS LLC, | 52 | Sep 30, 22 | +52 | 0.00% |
| ACG Wealth | -- | Sep 30, 22 | -649 | -- |
| Dixon Hughes Goodman Wealth Advisors LLC | 105 | Mar 31, 22 | -- | 0.00% |
| Biltmore Capital Advisors LLC | 2.83K | Dec 31, 21 | +17 | 0.02% |
| Resource Management, LLC | 2.00K | Dec 31, 21 | -- | 0.01% |
| NEXT Financial Group, Inc | 28 | Dec 31, 21 | +28 | 0.00% |
| MANAGED ACCOUNT SERVICES INC | 11.43K | Sep 30, 21 | -1.81K | 0.08% |
| Granite Investment Advisors, LLC | 1.15K | Sep 30, 21 | -- | 0.01% |
| Sonora Investment Management, LLC | 100 | Sep 30, 21 | +100 | 0.00% |
| First Allied Advisory Services, Inc. | 2.98K | Sep 30, 20 | -256 | 0.02% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 6.30K | Dec 31, 19 | +4.31K | 0.04% |
| Advisor Group, Inc. | 1.18K | Dec 31, 19 | +10 | 0.01% |
| BB&T SECURITIES, LLC | 10.54K | Sep 30, 19 | +1.47K | 0.07% |
| Guidant Wealth Advisors | 9.34K | Sep 30, 19 | -- | 0.06% |
| Stokes & Hubbell Capital Management, LLC | 28.84K | Mar 31, 19 | -22.57K | 0.19% |
| COMERICA SECURITIES INC | 2.00K | Dec 31, 18 | -- | 0.01% |
| HUTCHENS INVESTMENT MANAGEMENT INC | -- | Dec 31, 17 | -- | -- |
| Commonwealth Equity Services, Inc | 4.57K | Jun 30, 17 | +765 | 0.03% |
| MSI Financial Services Inc | 921 | Dec 31, 16 | -356 | 0.01% |
| UBS AG | 39.67K | Sep 30, 14 | +3.66K | 0.27% |
| First Allied Securities, Inc. | 126 | Jun 30, 12 | +126 | 0.00% |
