| Worth Asset Management, LLC | -- | Sep 30, 26 | -20.63K | -- |
| Arkadios Wealth Advisors | 3.38M | Jun 30, 26 | -481.73K | 30.23% |
| Angel Oak Capital Advisors, LLC | 590.97K | Jun 30, 26 | -100.00K | 5.29% |
| UBS Group AG | 448.97K | Jun 30, 26 | +9.82K | 4.02% |
| NewEdge Wealth, LLC | 381.97K | Jun 30, 26 | +7.31K | 3.42% |
| Equitable Holdings, Inc. | 264.79K | Jun 30, 26 | +83.34K | 2.37% |
| LPL Financial LLC | 256.21K | Jun 30, 26 | +36.90K | 2.29% |
| ENVESTNET ASSET MANAGEMENT INC | 244.23K | Jun 30, 26 | -1.82K | 2.19% |
| NewEdge Advisors, LLC | 201.83K | Jun 30, 26 | -546 | 1.81% |
| RAYMOND JAMES FINANCIAL INC | 177.61K | Jun 30, 26 | +30.11K | 1.59% |
| MML INVESTORS SERVICES, LLC | 165.00K | Jun 30, 26 | +39.29K | 1.48% |
| WBI INVESTMENTS, INC. | 98.49K | Jun 30, 26 | -9.69K | 0.88% |
| Merit Financial Group, LLC | 89.25K | Jun 30, 26 | -10.05K | 0.80% |
| IFP Advisors, Inc | 65.36K | Jun 30, 26 | +11.50K | 0.59% |
| JANE STREET GROUP, LLC | 64.84K | Jun 30, 26 | +12.80K | 0.58% |
| FIFTH THIRD SECURITIES, INC. | 60.01K | Jun 30, 26 | +355 | 0.54% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 43.27K | Jun 30, 26 | +43.27K | 0.39% |
| MORGAN STANLEY | 42.34K | Jun 30, 26 | -19.98K | 0.38% |
| Lewis Asset Management, LLC | 27.65K | Jun 30, 26 | +1.51K | 0.25% |
| Avantax Planning Partners, Inc. | 27.10K | Jun 30, 26 | +4.79K | 0.24% |
| Creative Planning | 25.69K | Jun 30, 26 | +25.69K | 0.23% |
| ROYAL BANK OF CANADA | 22.50K | Jun 30, 26 | +9.59K | 0.20% |
| Wealthspire Advisors, LLC | 16.20K | Jun 30, 26 | -1.00K | 0.15% |
| FLOW TRADERS U.S. LLC | 15.63K | Jun 30, 26 | +15.63K | 0.14% |
| STIFEL FINANCIAL CORP | 14.57K | Jun 30, 26 | -- | 0.13% |
| Ausdal Financial Partners, Inc. | 12.48K | Jun 30, 26 | +718 | 0.11% |
| Kestra Advisory Services, LLC | 12.33K | Jun 30, 26 | +126 | 0.11% |
| TCFG Investment Advisors, LLC | 10.42K | Jun 30, 26 | +16 | 0.09% |
| Vise Technologies, Inc. | 10.27K | Jun 30, 26 | +10.27K | 0.09% |
| EP Wealth Advisors, LLC | 10.01K | Jun 30, 26 | -2.48K | 0.09% |
| IFG Advisory, LLC | 9.20K | Jun 30, 26 | +9.20K | 0.08% |
| MERCER GLOBAL ADVISORS INC /ADV | 3.69K | Jun 30, 26 | +3.69K | 0.03% |
| ADVISOR GROUP HOLDINGS, INC. | 157 | Jun 30, 26 | +157 | 0.00% |
| FMR LLC | 145 | Jun 30, 26 | +2 | 0.00% |
| Private Advisor Group, LLC | -- | Jun 30, 26 | -25.69K | -- |
| JPMORGAN CHASE & CO | -- | Jun 30, 26 | -155 | -- |
| AlphaStar Capital Management, LLC | -- | Jun 30, 26 | -14.36K | -- |
| PFG Investments, LLC | -- | Jun 30, 26 | -39.94K | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -46.19K | -- |
| MILLINGTON SECURITIES, INC. | 108.18K | Mar 31, 26 | +108.18K | 0.97% |
| TCFG WEALTH MANAGEMENT, LLC | 10.40K | Mar 31, 26 | +15 | 0.09% |
| Moloney Securities Asset Management, LLC | -- | Sep 30, 25 | -12.47K | -- |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | -- | Dec 31, 24 | -294.25K | -- |
| Private Ocean, LLC | 16.20K | Jun 30, 24 | -- | 0.15% |