| WADDELL & ASSOCIATES, LLC | 1.72M | Jun 30, 26 | +33.71K | 9.79% |
| LPL Financial LLC | 1.65M | Jun 30, 26 | +238.88K | 9.39% |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.16M | Jun 30, 26 | +108.06K | 6.62% |
| Tidemark, LLC | 413.99K | Jun 30, 26 | +7.96K | 2.36% |
| Private Advisor Group, LLC | 413.41K | Jun 30, 26 | -4.30K | 2.36% |
| ARQ WEALTH ADVISORS, LLC | 357.88K | Jun 30, 26 | +96.67K | 2.04% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 295.53K | Jun 30, 26 | +1.15K | 1.68% |
| RAYMOND JAMES FINANCIAL INC | 283.23K | Jun 30, 26 | +19.95K | 1.61% |
| Cetera Investment Advisers | 281.78K | Jun 30, 26 | +23.77K | 1.61% |
| Meridian Wealth Management, LLC | 246.84K | Jun 30, 26 | -3.65K | 1.41% |
| ROYAL BANK OF CANADA | 203.91K | Jun 30, 26 | -94.03K | 1.16% |
| CHANNEL WEALTH LLC | 191.52K | Jun 30, 26 | +22.87K | 1.09% |
| SIERRA OCEAN, LLC | 183.82K | Jun 30, 26 | +4.65K | 1.05% |
| Snowden Capital Advisors LLC | 138.41K | Jun 30, 26 | +138.41K | 0.79% |
| ENVESTNET ASSET MANAGEMENT INC | 131.90K | Jun 30, 26 | +14.38K | 0.75% |
| Bravera Wealth | 111.90K | Jun 30, 26 | +11.62K | 0.64% |
| Cambridge Investment Research Advisors, Inc. | 105.68K | Jun 30, 26 | -8.85K | 0.60% |
| Equitable Holdings, Inc. | 104.26K | Jun 30, 26 | +12.86K | 0.59% |
| Synergy Investment Management, LLC | 103.60K | Jun 30, 26 | +6.53K | 0.59% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 88.73K | Jun 30, 26 | +15.61K | 0.51% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 86.46K | Jun 30, 26 | +9.53K | 0.49% |
| MML INVESTORS SERVICES, LLC | 85.17K | Jun 30, 26 | +19.76K | 0.49% |
| CreativeOne Wealth, LLC | 77.49K | Jun 30, 26 | -8.23K | 0.44% |
| Kingsview Wealth Management, LLC | 57.19K | Jun 30, 26 | +2.95K | 0.33% |
| Janney Montgomery Scott LLC | 53.19K | Jun 30, 26 | +10.45K | 0.30% |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | 46.19K | Jun 30, 26 | +3.11K | 0.26% |
| ADVISOR GROUP HOLDINGS, INC. | 37.62K | Jun 30, 26 | +7.53K | 0.21% |
| Advisor Resource Council | 36.89K | Jun 30, 26 | +10.44K | 0.21% |
| Koshinski Asset Management, Inc. | 35.79K | Jun 30, 26 | +2.25K | 0.20% |
| Western Wealth Management, LLC | 35.56K | Jun 30, 26 | +4.74K | 0.20% |
| NewEdge Advisors, LLC | 34.21K | Jun 30, 26 | +34.21K | 0.19% |
| Sonoma Allocations LLC | 30.38K | Jun 30, 26 | +15.32K | 0.17% |
| HARBOUR INVESTMENTS, INC. | 28.30K | Jun 30, 26 | -424 | 0.16% |
| Lifetime Wealth Management P.C. | 24.19K | Jun 30, 26 | -16.85K | 0.14% |
| Advisory Services Network, LLC | 20.70K | Jun 30, 26 | +1.41K | 0.12% |
| Nova Wealth Management, Inc. | 19.01K | Jun 30, 26 | -546 | 0.11% |
| MONECO Advisors, LLC | 17.85K | Jun 30, 26 | +4.29K | 0.10% |
| GOLDMAN SACHS GROUP INC | 17.61K | Jun 30, 26 | +9.21K | 0.10% |
| Vestmark Advisory Solutions, Inc. | 16.80K | Jun 30, 26 | +16.80K | 0.10% |
| MUIRFIELD WEALTH ADVISORS LLC | 16.27K | Jun 30, 26 | +38 | 0.09% |
| Ameritas Advisory Services, LLC | 15.67K | Jun 30, 26 | +13.83K | 0.09% |
| HRT FINANCIAL LP | 14.72K | Jun 30, 26 | +14.72K | 0.08% |
| Concurrent Investment Advisors, LLC | 14.56K | Jun 30, 26 | -8.02K | 0.08% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13.82K | Jun 30, 26 | +2.67K | 0.08% |
| Oxford Wealth Group, LLC | 13.34K | Jun 30, 26 | +272 | 0.08% |
| JANE STREET GROUP, LLC | 13.09K | Jun 30, 26 | +5.51K | 0.07% |
| Sollinda Capital Management LLC | 13.04K | Jun 30, 26 | -- | 0.07% |
| Cypress Capital Group | 11.86K | Jun 30, 26 | -3.56K | 0.07% |
| Prospera Financial Services Inc | 9.94K | Jun 30, 26 | +1.66K | 0.06% |
| WEDBUSH SECURITIES INC | 9.63K | Jun 30, 26 | -- | 0.05% |
| Ausdal Financial Partners, Inc. | 9.54K | Jun 30, 26 | +3.07K | 0.05% |
| FIFTH THIRD BANCORP | 9.23K | Jun 30, 26 | -352 | 0.05% |
| GeoWealth Management, LLC | 8.90K | Jun 30, 26 | -17 | 0.05% |
| DIVIDEND ASSETS CAPITAL, LLC | 8.31K | Jun 30, 26 | +8.31K | 0.05% |
| UBS Group AG | 7.99K | Jun 30, 26 | +7.99K | 0.05% |
| JPMORGAN CHASE & CO | 7.29K | Jun 30, 26 | +7.29K | 0.04% |
| Bogart Wealth, LLC | 7.17K | Jun 30, 26 | -960.47K | 0.04% |
| HighPoint Advisor Group LLC | 6.29K | Jun 30, 26 | +159 | 0.04% |
| Savvy Advisors, Inc. | 6.23K | Jun 30, 26 | -893 | 0.04% |
| Perigon Wealth Management, LLC | 6.13K | Jun 30, 26 | +1.56K | 0.03% |
| WILLNER & HELLER, LLC | 5.81K | Jun 30, 26 | +180 | 0.03% |
| Atlantic Union Bankshares Corp | 5.39K | Jun 30, 26 | +5.39K | 0.03% |
| Wealthcare Advisory Partners LLC | 5.29K | Jun 30, 26 | -- | 0.03% |
| TWO SIGMA SECURITIES, LLC | 5.02K | Jun 30, 26 | +5.02K | 0.03% |
| Integrated Wealth Concepts LLC | 3.05K | Jun 30, 26 | +3.05K | 0.02% |
| NBC SECURITIES, INC. | 1.83K | Jun 30, 26 | +1.57K | 0.01% |
| MORGAN STANLEY | 1.35K | Jun 30, 26 | +1 | 0.01% |
| FMR LLC | 1.28K | Jun 30, 26 | +164 | 0.01% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 959 | Jun 30, 26 | -34 | 0.01% |
| Wellington Grp LLC | 598 | Jun 30, 26 | -- | 0.00% |
| WELLS FARGO & COMPANY/MN | 549 | Jun 30, 26 | +549 | 0.00% |
| Caldwell Trust Co | 500 | Jun 30, 26 | -- | 0.00% |
| Larson Financial Group LLC | 289 | Jun 30, 26 | +2 | 0.00% |
| PRIVATE TRUST CO NA | 234 | Jun 30, 26 | -164 | 0.00% |
| IFG Advisory, LLC | 158 | Jun 30, 26 | +158 | 0.00% |
| VANGUARD ADVISERS INC | 154 | Jun 30, 26 | +154 | 0.00% |
| Capital Investment Advisory Services, LLC | 103 | Jun 30, 26 | +1 | 0.00% |
| Silver Grove Financial Group, Inc. | 87 | Jun 30, 26 | +87 | 0.00% |
| Capital Advisors, Ltd. LLC | 69 | Jun 30, 26 | -- | 0.00% |
| Parallel Advisors, LLC | 16 | Jun 30, 26 | +16 | 0.00% |
| Smartleaf Asset Management LLC | 8 | Jun 30, 26 | -- | 0.00% |
| Parkside Financial Bank & Trust | 7 | Jun 30, 26 | -- | 0.00% |
| HHM Wealth Advisors, LLC | 6 | Jun 30, 26 | +6 | 0.00% |
| Creative Planning | -- | Jun 30, 26 | -8.54K | -- |
| Rockefeller Capital Management L.P. | -- | Jun 30, 26 | -489 | -- |
| BROWN ADVISORY INC | -- | Jun 30, 26 | -6.74K | -- |
| WCG Wealth Advisors LLC | -- | Jun 30, 26 | -30.86K | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -699 | -- |
| TWO SIGMA INVESTMENTS, LP | -- | Jun 30, 26 | -41.90K | -- |
| Scarborough Advisors, LLC | -- | Jun 30, 26 | -1.13K | -- |
| Advisors Preferred, LLC | -- | Jun 30, 26 | -2.09K | -- |
| Seros Financial, LLC | -- | Jun 30, 26 | -5.25K | -- |
| Legacy Wealth Managment, LLC/ID | -- | Jun 30, 26 | -229 | -- |
| CWM, LLC | 50 | Mar 31, 26 | -- | 0.00% |
| COMERICA BANK | 9.58K | Dec 31, 25 | -- | 0.05% |
| AVANTAX ADVISORY SERVICES, INC. | 66.39K | Jun 30, 25 | +29.89K | 0.38% |
| Atria Wealth Solutions, Inc. | 47.08K | Jun 30, 25 | +47.08K | 0.27% |
| Clarity Capital Partners LLC | 11.46K | Jun 30, 25 | -5.15K | 0.07% |
| DHK Financial Advisors, Inc. | 10.00K | Jun 30, 25 | -- | 0.06% |
| Congress Wealth Management LLC / DE / | 6.07K | Jun 30, 25 | +6.07K | 0.03% |
| Merriman Wealth Management, LLC | 18.69K | Dec 31, 24 | -1.03K | 0.11% |
| Atlas Financial Advisors, Inc. | 4.84K | Dec 31, 24 | +4.84K | 0.03% |
| Raymond James Financial Services Advisors, Inc. | 17.47K | Sep 30, 24 | +7.86K | 0.10% |
| RAYMOND JAMES & ASSOCIATES | 13.93K | Sep 30, 24 | +13.93K | 0.08% |
| Cetera Advisor Networks LLC | 6.94K | Mar 31, 24 | +6.94K | 0.04% |
| Carroll Financial Associates, Inc. | 5.53M | Dec 31, 21 | -57.11K | 31.52% |