| Beacon Pointe Advisors, LLC | 841.62K | Jun 30, 26 | -5.57K | 22.87% |
| TECTONIC ADVISORS LLC | 610.68K | Jun 30, 26 | -1.71K | 16.59% |
| LPL Financial LLC | 301.92K | Jun 30, 26 | +41.22K | 8.20% |
| St. James Investment Company, LLC | 300.07K | Jun 30, 26 | -7.00K | 8.15% |
| ENVESTNET ASSET MANAGEMENT INC | 278.92K | Jun 30, 26 | +27.35K | 7.58% |
| ADVISOR GROUP HOLDINGS, INC. | 191.52K | Jun 30, 26 | +2.73K | 5.20% |
| Global View Capital Management LLC | 135.79K | Jun 30, 26 | -40.20K | 3.69% |
| Resources Investment Advisors, LLC. | 131.20K | Jun 30, 26 | -179 | 3.56% |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 43.46K | Jun 30, 26 | -31.04K | 1.18% |
| RAYMOND JAMES FINANCIAL INC | 43.30K | Jun 30, 26 | -900 | 1.18% |
| Redwood Family Wealth LLC | 30.86K | Jun 30, 26 | +2.74K | 0.84% |
| GOLDMAN SACHS GROUP INC | 25.00K | Jun 30, 26 | -- | 0.68% |
| Castleview Partners, LLC | 20.50K | Jun 30, 26 | +841 | 0.56% |
| Weaver Consulting Group | 19.21K | Jun 30, 26 | +19.21K | 0.52% |
| GTS SECURITIES LLC | 14.30K | Jun 30, 26 | +14.30K | 0.39% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 14.07K | Jun 30, 26 | +8.42K | 0.38% |
| GWN SECURITIES INC. | 10.20K | Jun 30, 26 | +1.59K | 0.28% |
| CIBC WORLD MARKET INC. | 10.00K | Jun 30, 26 | -- | 0.27% |
| Arcus Capital Partners, LLC | 8.06K | Jun 30, 26 | +8.06K | 0.22% |
| Regatta Research & Money Management | 4.44K | Jun 30, 26 | +4.44K | 0.12% |
| PRIVATE TRUST CO NA | 2.82K | Jun 30, 26 | -- | 0.08% |
| UBS Group AG | 730 | Jun 30, 26 | +730 | 0.02% |
| HANTZ FINANCIAL SERVICES, INC. | 535 | Jun 30, 26 | -- | 0.01% |
| ASSETMARK, INC | 99 | Jun 30, 26 | +99 | 0.00% |
| MORGAN STANLEY | 1 | Jun 30, 26 | +1 | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | -- | Jun 30, 26 | -415 | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -7.52K | -- |
| FULLCIRCLE WEALTH LLC | 36.00K | Sep 30, 25 | -- | 0.98% |
| RAYMOND JAMES & ASSOCIATES | 57.69K | Sep 30, 24 | -15.91K | 1.57% |
| WEALTHSOURCE PARTNERS, LLC | 12.85K | Dec 31, 23 | +55 | 0.35% |