| Lido Advisors, LLC | 1.13M | Sep 30, 26 | +848.98K | 17.27% |
| LPL Financial LLC | 512.77K | Sep 30, 26 | +53.80K | 7.85% |
| Atlantic Union Bankshares Corp | 329.89K | Sep 30, 26 | +55.77K | 5.05% |
| MORGAN STANLEY | 313.81K | Sep 30, 26 | -203.08K | 4.80% |
| Stratos Wealth Advisors, LLC | 303.87K | Sep 30, 26 | +22.32K | 4.65% |
| Hills Bank & Trust Co | 236.56K | Sep 30, 26 | +92.96K | 3.62% |
| PRECEDENT WEALTH PARTNERS, LLC | 199.57K | Sep 30, 26 | +26.41K | 3.05% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 190.63K | Sep 30, 26 | -6.62K | 2.92% |
| UBS Group AG | 167.45K | Sep 30, 26 | +14.10K | 2.56% |
| RAYMOND JAMES FINANCIAL INC | 157.38K | Sep 30, 26 | +11 | 2.41% |
| Invesco Ltd. | 150.27K | Sep 30, 26 | -22.59K | 2.30% |
| HighTower Advisors, LLC | 149.97K | Sep 30, 26 | +53.13K | 2.30% |
| Clark Asset Management, LLC | 120.89K | Sep 30, 26 | +32.11K | 1.85% |
| MONECO ADVISORS, LLC | 118.06K | Sep 30, 26 | -2.09K | 1.81% |
| Kestra Advisory Services, LLC | 105.83K | Sep 30, 26 | -3.30K | 1.62% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 84.91K | Sep 30, 26 | +4.65K | 1.30% |
| OSAIC HOLDINGS, INC. | 84.79K | Sep 30, 26 | +21.40K | 1.30% |
| JONES FINANCIAL COMPANIES LLLP | 63.59K | Sep 30, 26 | +13.06K | 0.97% |
| Key FInancial Inc | 56.51K | Sep 30, 26 | +1.82K | 0.86% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 52.75K | Sep 30, 26 | +3.99K | 0.81% |
| Jacobi Capital Management LLC | 50.49K | Sep 30, 26 | +11.30K | 0.77% |
| STIFEL FINANCIAL CORP | 40.02K | Sep 30, 26 | -8.85K | 0.61% |
| Avior Wealth Management, LLC | 38.52K | Sep 30, 26 | +38.52K | 0.59% |
| Legacy Private Trust Co. | 31.05K | Sep 30, 26 | -84.60K | 0.48% |
| COMMONWEALTH EQUITY SERVICES, LLC | 30.49K | Sep 30, 26 | +5.59K | 0.47% |
| VestGen Advisors, LLC | 28.89K | Sep 30, 26 | +219 | 0.44% |
| Asset Dedication, LLC | 28.39K | Sep 30, 26 | +7.65K | 0.43% |
| MML INVESTORS SERVICES, LLC | 28.35K | Sep 30, 26 | -20.24K | 0.43% |
| SAX WEALTH ADVISORS, LLC | 25.94K | Sep 30, 26 | -- | 0.40% |
| NewEdge Advisors, LLC | 25.84K | Sep 30, 26 | +25.84K | 0.40% |
| Sequoia Financial Advisors, LLC | 22.05K | Sep 30, 26 | -2.90K | 0.34% |
| IFG Advisory, LLC | 20.94K | Sep 30, 26 | -3.93K | 0.32% |
| J.W. COLE ADVISORS, INC. | 20.31K | Sep 30, 26 | +72 | 0.31% |
| CAPTRUST FINANCIAL ADVISORS | 18.41K | Sep 30, 26 | +1.10K | 0.28% |
| Cetera Investment Advisers | 18.00K | Sep 30, 26 | +1.56K | 0.28% |
| Invariant Investment Management | 16.46K | Sep 30, 26 | +144 | 0.25% |
| HUNTINGTON NATIONAL BANK | 15.86K | Sep 30, 26 | -9.08K | 0.24% |
| Ascentis Independent Advisors | 13.55K | Sep 30, 26 | +13.55K | 0.21% |
| Addison Advisors LLC | 13.16K | Sep 30, 26 | +1.07K | 0.20% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 12.19K | Sep 30, 26 | -539 | 0.19% |
| Bill Few Associates, Inc. | 12.16K | Sep 30, 26 | -- | 0.19% |
| HARBOUR INVESTMENTS, INC. | 12.04K | Sep 30, 26 | -- | 0.18% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 11.37K | Sep 30, 26 | -- | 0.17% |
| Kinetic Wealth Investment Advisors LLC | 10.37K | Sep 30, 26 | +91 | 0.16% |
| COOKSON PEIRCE & CO INC | 9.96K | Sep 30, 26 | +1.24K | 0.15% |
| Capital Analysts, LLC | 9.33K | Sep 30, 26 | +7.51K | 0.14% |
| Banco Santander, S.A. | 9.22K | Sep 30, 26 | +9.22K | 0.14% |
| Baird Financial Group, Inc. | 9.18K | Sep 30, 26 | -- | 0.14% |
| Opulen Financial Group LLC | 9.07K | Sep 30, 26 | +79 | 0.14% |
| INDEPENDENT FINANCIAL GROUP, LLC | 9.00K | Sep 30, 26 | -- | 0.14% |
| Heritage Trust Co | 8.98K | Sep 30, 26 | +8.98K | 0.14% |
| Larson Financial Group LLC | 5.09K | Sep 30, 26 | -- | 0.08% |
| Aptus Capital Advisors, LLC | 4.57K | Sep 30, 26 | +40 | 0.07% |
| PNC FINANCIAL SERVICES GROUP, INC. | 3.39K | Sep 30, 26 | +472 | 0.05% |
| FIFTH THIRD BANCORP | 2.88K | Sep 30, 26 | -- | 0.04% |
| Anchor Investment Management, LLC | 2.00K | Sep 30, 26 | +2.00K | 0.03% |
| Horizons Wealth Management | 1.86K | Sep 30, 26 | +1.86K | 0.03% |
| NorthAvenue LLC | 1.71K | Sep 30, 26 | +260 | 0.03% |
| PRIVATE TRUST CO NA | 1.45K | Sep 30, 26 | -- | 0.02% |
| BFC Planning, Inc. | 1.00K | Sep 30, 26 | +1.00K | 0.02% |
| Root Financial Partners, LLC | 132 | Sep 30, 26 | +132 | 0.00% |
| FMR LLC | 3 | Sep 30, 26 | -- | 0.00% |
| GILL CAPITAL PARTNERS, LLC | -- | Sep 30, 26 | -940 | -- |
| Plante Moran Financial Advisors, LLC | -- | Sep 30, 26 | -2.01K | -- |
| First Command Advisory Services, Inc. | -- | Sep 30, 26 | -2.15K | -- |
| Marietta Wealth Management, LLC | -- | Sep 30, 26 | -28.60K | -- |
| ATLAS CAPITAL ADVISORS INC. | -- | Sep 30, 26 | -4.00K | -- |
| Wedmont Private Capital | -- | Sep 30, 26 | -27.95K | -- |
| JANE STREET GROUP, LLC | -- | Sep 30, 26 | -19.30K | -- |
| MORGAN STANLEY | 516.89K | Jun 30, 26 | +52.62K | 7.91% |
| Stratos Wealth Advisors, LLC | 281.55K | Jun 30, 26 | +42.90K | 4.31% |
| WELLS FARGO & COMPANY/MN | 233.49K | Jun 30, 26 | -3.63K | 3.57% |
| BANK OF AMERICA CORP /DE/ | 228.41K | Jun 30, 26 | +29.74K | 3.50% |
| RAYMOND JAMES FINANCIAL INC | 157.37K | Jun 30, 26 | +11.43K | 2.41% |
| ENVESTNET ASSET MANAGEMENT INC | 125.68K | Jun 30, 26 | +8.51K | 1.92% |
| Envision Financial Planning, LLC | 120.05K | Jun 30, 26 | +7.17K | 1.84% |
| AMERIPRISE FINANCIAL INC | 107.76K | Jun 30, 26 | +17.56K | 1.65% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 80.26K | Jun 30, 26 | +14.75K | 1.23% |
| OSAIC HOLDINGS, INC. | 63.39K | Jun 30, 26 | +14.64K | 0.97% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 48.77K | Jun 30, 26 | +3.49K | 0.75% |
| MML INVESTORS SERVICES, LLC | 48.59K | Jun 30, 26 | +6.86K | 0.74% |
| Equitable Holdings, Inc. | 41.90K | Jun 30, 26 | -1.97K | 0.64% |
| Integrated Wealth Concepts LLC | 30.15K | Jun 30, 26 | +3.50K | 0.46% |
| Sequoia Financial Advisors, LLC | 24.95K | Jun 30, 26 | -- | 0.38% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 24.69K | Jun 30, 26 | +24.69K | 0.38% |
| ROYAL BANK OF CANADA | 16.89K | Jun 30, 26 | +2.51K | 0.26% |
| Cetera Investment Advisers | 16.44K | Jun 30, 26 | +16.44K | 0.25% |
| Crews Bank & Trust | 11.04K | Jun 30, 26 | +3.19K | 0.17% |
| Beacon Pointe Advisors, LLC | 10.03K | Jun 30, 26 | -- | 0.15% |
| MERCER GLOBAL ADVISORS INC /ADV | 2.04K | Jun 30, 26 | +2.04K | 0.03% |
| Capital Analysts, LLC | 1.81K | Jun 30, 26 | +3 | 0.03% |
| FLOW TRADERS U.S. LLC | -- | Jun 30, 26 | -40.01K | -- |
| Summit Trail Advisors, LLC | -- | Jun 30, 26 | -18.57K | -- |
| ORG Partners LLC | 5.65K | Dec 31, 25 | -- | 0.09% |
| COMERICA BANK | 2.88K | Dec 31, 25 | -857 | 0.04% |
| Sterling Financial Group, Inc. | 33.86K | Sep 30, 25 | -20.72K | 0.52% |
| RAYMOND JAMES & ASSOCIATES | 65.62K | Sep 30, 24 | +1.92K | 1.00% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 2.92K | Jun 30, 24 | +127 | 0.04% |
