| Farther Finance Advisors, LLC | -- | Sep 30, 26 | -250 | -- |
| Integrated Wealth Concepts LLC | 40.52K | Jun 30, 26 | -465 | 8.05% |
| LPL Financial LLC | 34.37K | Jun 30, 26 | -8.80K | 6.83% |
| MORGAN STANLEY | 28.69K | Jun 30, 26 | -6.09K | 5.70% |
| RAYMOND JAMES FINANCIAL INC | 20.54K | Jun 30, 26 | -8.11K | 4.08% |
| ADVISOR GROUP HOLDINGS, INC. | 12.86K | Jun 30, 26 | -2.96K | 2.56% |
| Virtu Financial LLC | 9.44K | Jun 30, 26 | +778 | 1.88% |
| Prospera Financial Services Inc | 7.42K | Jun 30, 26 | -37 | 1.48% |
| Janney Montgomery Scott LLC | 6.55K | Jun 30, 26 | +1.75K | 1.30% |
| WealthShield Partners, LLC | 5.50K | Jun 30, 26 | +1.04K | 1.09% |
| TRUIST FINANCIAL CORP | 5.46K | Jun 30, 26 | -1.76K | 1.08% |
| ENVESTNET ASSET MANAGEMENT INC | 5.46K | Jun 30, 26 | -1.76K | 1.08% |
| PFG Advisors | 4.61K | Jun 30, 26 | +4.61K | 0.92% |
| JANE STREET GROUP, LLC | 4.54K | Jun 30, 26 | -1.42K | 0.90% |
| STRATEGY ASSET MANAGERS LLC | 3.40K | Jun 30, 26 | -- | 0.67% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3.24K | Jun 30, 26 | -1.28K | 0.64% |
| COMMONWEALTH EQUITY SERVICES, LLC | 3.18K | Jun 30, 26 | +305 | 0.63% |
| Aptus Capital Advisors, LLC | 2.33K | Jun 30, 26 | -- | 0.46% |
| Institute for Wealth Management, LLC. | 1.20K | Jun 30, 26 | +1.20K | 0.24% |
| Keating Financial Advisory Services, Inc. | 745 | Jun 30, 26 | +6 | 0.15% |
| Federation des caisses Desjardins du Quebec | 378 | Jun 30, 26 | -- | 0.08% |
| MERCER GLOBAL ADVISORS INC /ADV | 370 | Jun 30, 26 | +370 | 0.07% |
| IFG Advisory, LLC | 360 | Jun 30, 26 | +360 | 0.07% |
| Farther Finance Advisors, LLC | 250 | Jun 30, 26 | -1.97K | 0.05% |
| MB, LEVIS & ASSOCIATES, LLC | 130 | Jun 30, 26 | +130 | 0.03% |
| UBS Group AG | 75 | Jun 30, 26 | +54 | 0.01% |
| IFP Advisors, Inc | 22 | Jun 30, 26 | -- | 0.00% |
| NewEdge Advisors, LLC | 20 | Jun 30, 26 | -- | 0.00% |
| JPMORGAN CHASE & CO | 7 | Jun 30, 26 | -- | 0.00% |
| FMR LLC | 1 | Jun 30, 26 | +1 | 0.00% |
| ADVISORTRUST PARTNERS, LLC | -- | Jun 30, 26 | -729 | -- |
| Scarborough Advisors, LLC | -- | Jun 30, 26 | -45 | -- |
| TWO SIGMA INVESTMENTS, LP | -- | Jun 30, 26 | -4.50K | -- |
| Rockefeller Capital Management L.P. | -- | Jun 30, 26 | -35 | -- |
| Equitable Holdings, Inc. | -- | Jun 30, 26 | -3.09K | -- |
| CWM, LLC | 251 | Mar 31, 26 | -- | 0.05% |
| McCarthy & Cox | -- | Dec 31, 25 | -2.33K | -- |
| Congress Wealth Management LLC / DE / | 4.42K | Jun 30, 25 | +4.42K | 0.88% |
| RAYMOND JAMES & ASSOCIATES | 12.30K | Sep 30, 24 | -322 | 2.45% |
| Cetera Advisor Networks LLC | -- | Mar 31, 24 | -7.76K | -- |
| American Portfolios Advisors | 135 | Sep 30, 22 | +135 | 0.03% |
| REILLY FINANCIAL ADVISORS, LLC | 1.50K | Dec 31, 21 | -- | 0.30% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 27.51K | Dec 31, 19 | +4.38K | 5.47% |
| Advisor Group, Inc. | 4.27K | Dec 31, 19 | -2.10K | 0.85% |
| BB&T SECURITIES, LLC | 14.68K | Sep 30, 19 | -1.42K | 2.92% |
| Premia Global Advisors, LLC | 6.47K | Sep 30, 19 | -- | 1.29% |
| WealthShield, LLC | 56.93K | Dec 31, 17 | +56.93K | 11.32% |
| SII INVESTMENTS INC/WI | -- | Dec 31, 17 | -7.36K | -- |
| UBS AG | -- | Sep 30, 14 | -1.33K | -- |
| Jane Street Holding, LLC | -- | Dec 31, 13 | -9.00K | -- |