| PARTNERS WEALTH MANAGEMENT, LLC | 956.77K | Sep 30, 26 | +735.57K | 8.49% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 694.42K | Sep 30, 26 | -4.39K | 6.17% |
| INTEGRITY ALLIANCE, LLC. | 60.61K | Sep 30, 26 | -125 | 0.54% |
| Encompass More Asset Management | -- | Sep 30, 26 | -5.98K | -- |
| Security National Bank | -- | Sep 30, 26 | -68 | -- |
| Ameritas Advisory Services, LLC | 1.50M | Jun 30, 26 | +541.73K | 13.29% |
| ROYAL BANK OF CANADA | 954.70K | Jun 30, 26 | +36.20K | 8.48% |
| LPL Financial LLC | 480.79K | Jun 30, 26 | +71.10K | 4.27% |
| Cetera Investment Advisers | 427.63K | Jun 30, 26 | -10.52K | 3.80% |
| ENVESTNET ASSET MANAGEMENT INC | 401.02K | Jun 30, 26 | -34.96K | 3.56% |
| UBS Group AG | 301.10K | Jun 30, 26 | -40.47K | 2.67% |
| Stratos Wealth Partners, LTD. | 278.92K | Jun 30, 26 | -349 | 2.48% |
| Octavia Wealth Advisors, LLC | 271.43K | Jun 30, 26 | +27.01K | 2.41% |
| OSAIC HOLDINGS, INC. | 219.29K | Jun 30, 26 | +34.59K | 1.95% |
| COMMONWEALTH EQUITY SERVICES, LLC | 174.16K | Jun 30, 26 | -24.38K | 1.55% |
| Global Retirement Partners, LLC | 112.28K | Jun 30, 26 | +112.28K | 1.00% |
| NewEdge Advisors, LLC | 59.08K | Jun 30, 26 | -512 | 0.52% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 58.73K | Jun 30, 26 | +58.73K | 0.52% |
| RAYMOND JAMES FINANCIAL INC | 58.26K | Jun 30, 26 | -300 | 0.52% |
| Empirical Asset Management, LLC | 45.42K | Jun 30, 26 | +378 | 0.40% |
| Goldstone Financial Group, LLC | 29.49K | Jun 30, 26 | -1.64K | 0.26% |
| JPMORGAN CHASE & CO | 21.21K | Jun 30, 26 | +19.68K | 0.19% |
| CAPTRUST FINANCIAL ADVISORS | 15.24K | Jun 30, 26 | -- | 0.14% |
| CENTAURUS FINANCIAL, INC. | 10.51K | Jun 30, 26 | -600 | 0.09% |
| Kestra Advisory Services, LLC | 10.27K | Jun 30, 26 | +10.27K | 0.09% |
| Janney Montgomery Scott LLC | 10.20K | Jun 30, 26 | -- | 0.09% |
| OLD MISSION CAPITAL LLC | 8.91K | Jun 30, 26 | +8.91K | 0.08% |
| TWO SIGMA SECURITIES, LLC | 8.26K | Jun 30, 26 | +8.26K | 0.07% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 8.16K | Jun 30, 26 | +8.16K | 0.07% |
| PRINCIPAL SECURITIES, INC. | 7.55K | Jun 30, 26 | -854 | 0.07% |
| Summit Financial, LLC | 7.19K | Jun 30, 26 | +7.19K | 0.06% |
| Integrated Wealth Concepts LLC | 6.50K | Jun 30, 26 | +6.50K | 0.06% |
| Ausdal Financial Partners, Inc. | 6.11K | Jun 30, 26 | +6.11K | 0.05% |
| Steward Partners Investment Advisory, LLC | 3.58K | Jun 30, 26 | +127 | 0.03% |
| Heritage Wealth Advisors | 3.22K | Jun 30, 26 | +3.22K | 0.03% |
| MORGAN STANLEY | 1.06K | Jun 30, 26 | +27 | 0.01% |
| FIFTH THIRD BANCORP | 1.03K | Jun 30, 26 | -- | 0.01% |
| BlackRock, Inc. | 807 | Jun 30, 26 | +807 | 0.01% |
| WELLS FARGO & COMPANY/MN | 114 | Jun 30, 26 | +114 | 0.00% |
| Allworth Financial LP | 48 | Jun 30, 26 | -- | 0.00% |
| Lido Advisors, LLC | -- | Jun 30, 26 | -8.22K | -- |
| GTS SECURITIES LLC | -- | Jun 30, 26 | -22.87K | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -17.54K | -- |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | -- | Jun 30, 26 | -27.03K | -- |
| HARBOUR INVESTMENTS, INC. | -- | Jun 30, 26 | -1.50K | -- |
| WEBSTER BANK, N. A. | -- | Jun 30, 26 | -574 | -- |
| COMERICA BANK | 3.10K | Dec 31, 25 | +95 | 0.03% |
| AVANTAX ADVISORY SERVICES, INC. | 75.35K | Jun 30, 25 | +75.35K | 0.67% |
| Atria Wealth Solutions, Inc. | 15.35K | Jun 30, 25 | -2.29K | 0.14% |
| RAYMOND JAMES & ASSOCIATES | 7.99K | Sep 30, 24 | +7.99K | 0.07% |
| Peterson Financial Group, Inc. | 6.79K | Sep 30, 24 | +6.79K | 0.06% |
| Cetera Advisor Networks LLC | 203.61K | Mar 31, 24 | -32.42K | 1.81% |
| Cetera Advisors LLC | 180.59K | Mar 31, 24 | +23.74K | 1.60% |
| Southern Wealth Management, LLP | 14.22K | Mar 31, 23 | -- | 0.13% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 2 | Mar 31, 23 | -86 | 0.00% |
| Gallagher Benefit Services, Inc. | 39.07K | Dec 31, 22 | +39.07K | 0.35% |
| F3Logic, LLC | 39.07K | Dec 31, 22 | -523.31K | 0.35% |
| American Portfolios Advisors | 145.77K | Sep 30, 22 | +145.74K | 1.29% |
| ACG Wealth | -- | Sep 30, 22 | -12.08K | -- |
| 20/20 Capital Management, Inc. | 47.48K | Jun 30, 21 | +47.48K | 0.42% |
