| MORGAN STANLEY | 180.86K | Jun 30, 26 | -4.98K | 6.08% |
| Atlas Wealth LLC | 137.23K | Jun 30, 26 | -7.23K | 4.61% |
| Prospera Financial Services Inc | 55.93K | Jun 30, 26 | +124 | 1.88% |
| FLOW TRADERS U.S. LLC | 47.10K | Jun 30, 26 | +47.10K | 1.58% |
| LPL Financial LLC | 46.07K | Jun 30, 26 | +326 | 1.55% |
| RAYMOND JAMES FINANCIAL INC | 39.02K | Jun 30, 26 | -6.20K | 1.31% |
| Virtu Financial LLC | 38.37K | Jun 30, 26 | +6.08K | 1.29% |
| JANE STREET GROUP, LLC | 38.22K | Jun 30, 26 | +9.72K | 1.28% |
| 1776 Wealth LLC | 33.77K | Jun 30, 26 | -- | 1.14% |
| Global Retirement Partners, LLC | 33.15K | Jun 30, 26 | +33.15K | 1.11% |
| Diversified Trust Co | 26.50K | Jun 30, 26 | -- | 0.89% |
| Centric Wealth Management | 17.72K | Jun 30, 26 | -- | 0.60% |
| STIFEL FINANCIAL CORP | 14.15K | Jun 30, 26 | +1.15K | 0.48% |
| ADVISOR GROUP HOLDINGS, INC. | 14.05K | Jun 30, 26 | -18.84K | 0.47% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 6.35K | Jun 30, 26 | -- | 0.21% |
| ROYAL BANK OF CANADA | 4.89K | Jun 30, 26 | -4.00K | 0.16% |
| UBS Group AG | 4.87K | Jun 30, 26 | -506 | 0.16% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2.94K | Jun 30, 26 | -- | 0.10% |
| AE Wealth Management LLC | 2.50K | Jun 30, 26 | -- | 0.08% |
| WELLS FARGO & COMPANY/MN | 1.82K | Jun 30, 26 | -- | 0.06% |
| HARBOUR INVESTMENTS, INC. | 1.50K | Jun 30, 26 | -- | 0.05% |
| FIFTH THIRD BANCORP | 1.00K | Jun 30, 26 | -- | 0.03% |
| Allworth Financial LP | 887 | Jun 30, 26 | +887 | 0.03% |
| Steward Partners Investment Advisory, LLC | 600 | Jun 30, 26 | -1.78K | 0.02% |
| NBC SECURITIES, INC. | 500 | Jun 30, 26 | -- | 0.02% |
| Aptus Capital Advisors, LLC | 326 | Jun 30, 26 | -- | 0.01% |
| Legacy Wealth Managment, LLC/ID | -- | Jun 30, 26 | -54 | -- |
| Intentional Wealth Strategies, LLC | -- | Jun 30, 26 | -2.94K | -- |
| COMERICA BANK | 1.00K | Dec 31, 25 | -- | 0.03% |
| Raymond James Financial Services Advisors, Inc. | 43.31K | Sep 30, 24 | -8.12K | 1.46% |
| RAYMOND JAMES & ASSOCIATES | 37.61K | Sep 30, 24 | +1.05K | 1.26% |
| Relative Value Partners Group, LLC | -- | Jun 30, 24 | -13.13K | -- |