| Lido Advisors, LLC | 133.50K | Sep 30, 26 | +4.40K | 4.31% |
| S&A Financial Services, Inc. | 60.09K | Sep 30, 26 | -1.94K | 1.94% |
| Paladin Wealth, LLC | 46.07K | Sep 30, 26 | -448 | 1.49% |
| Diversified Portfolios, Inc. | 34.39K | Sep 30, 26 | -4.44K | 1.11% |
| HighTower Advisors, LLC | 19.60K | Sep 30, 26 | -1.20K | 0.63% |
| THRIVENT FINANCIAL FOR LUTHERANS | 18.42K | Sep 30, 26 | +18.42K | 0.59% |
| MONECO ADVISORS, LLC | 12.52K | Sep 30, 26 | -787 | 0.40% |
| PARTNERS WEALTH MANAGEMENT, LLC | 6.23K | Sep 30, 26 | +6.23K | 0.20% |
| Global Retirement Partners, LLC | 5.40K | Sep 30, 26 | +1.29K | 0.17% |
| Nuveen, LLC | 896 | Sep 30, 26 | +896 | 0.03% |
| Allworth Financial LP | 116 | Sep 30, 26 | -- | 0.00% |
| UBS Group AG | 34 | Sep 30, 26 | +34 | 0.00% |
| CoreCap Advisors, LLC | -- | Sep 30, 26 | -136 | -- |
| NOTTINGHAM ADVISORS, INC. | -- | Sep 30, 26 | -5.07K | -- |
| ROYAL BANK OF CANADA | 270.02K | Jun 30, 26 | +159.48K | 8.71% |
| Strait & Sound Wealth Management LLC | 137.86K | Jun 30, 26 | +16.71K | 4.45% |
| STIFEL FINANCIAL CORP | 111.78K | Jun 30, 26 | +7.46K | 3.61% |
| Mattson Financial Services, LLC | 92.34K | Jun 30, 26 | -25.97K | 2.98% |
| Brown Financial Advisors | 54.45K | Jun 30, 26 | -19.13K | 1.76% |
| CITADEL ADVISORS LLC | 15.58K | Jun 30, 26 | +9.00K | 0.50% |
| Cetera Investment Advisers | 13.72K | Jun 30, 26 | +923 | 0.44% |
| JANE STREET GROUP, LLC | 11.67K | Jun 30, 26 | +7.21K | 0.38% |
| Advisory Services Network, LLC | 4.87K | Jun 30, 26 | +150 | 0.16% |
| ENVESTNET ASSET MANAGEMENT INC | 4.17K | Jun 30, 26 | -77 | 0.13% |
| OSAIC HOLDINGS, INC. | 288 | Jun 30, 26 | -147 | 0.01% |
| Integrated Wealth Concepts LLC | 248 | Jun 30, 26 | +248 | 0.01% |
| MORGAN STANLEY | 49 | Jun 30, 26 | -- | 0.00% |
| KINTRA WEALTH, LLC | -- | Jun 30, 26 | -5.70K | -- |
| Capstone Wealth Management Group LLC | 11.99K | Mar 31, 26 | +2.09K | 0.39% |
| CWM, LLC | 7.19K | Mar 31, 26 | +704 | 0.23% |
| FULLCIRCLE WEALTH LLC | 30.65K | Sep 30, 25 | -7.29K | 0.99% |
| Exchange Capital Management, Inc. | 118.58K | Jun 30, 25 | +45.85K | 3.82% |
| Orion Portfolio Solutions, LLC | 25.20K | Mar 31, 25 | +25.20K | 0.81% |
| Atlas Financial Advisors, Inc. | 16.22K | Dec 31, 24 | +16.22K | 0.52% |