| Lido Advisors, LLC | 840.52K | Sep 30, 26 | +700.29K | 12.01% |
| LPL Financial LLC | 340.89K | Sep 30, 26 | +61.74K | 4.87% |
| Hills Bank & Trust Co | 267.89K | Sep 30, 26 | +133.83K | 3.83% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 248.14K | Sep 30, 26 | -55.32K | 3.54% |
| BCS Wealth Management | 242.13K | Sep 30, 26 | +7.14K | 3.46% |
| HighTower Advisors, LLC | 181.58K | Sep 30, 26 | +60.23K | 2.59% |
| NESTEGG ADVISORS, INC. | 131.82K | Sep 30, 26 | +7.77K | 1.88% |
| D.A. DAVIDSON & CO. | 102.69K | Sep 30, 26 | +368 | 1.47% |
| Kestra Advisory Services, LLC | 90.57K | Sep 30, 26 | +8.85K | 1.29% |
| Clark Asset Management, LLC | 55.27K | Sep 30, 26 | +8.75K | 0.79% |
| PRECEDENT WEALTH PARTNERS, LLC | 45.23K | Sep 30, 26 | +11.05K | 0.65% |
| MONECO ADVISORS, LLC | 45.13K | Sep 30, 26 | -6.40K | 0.64% |
| Key FInancial Inc | 38.76K | Sep 30, 26 | +3.14K | 0.55% |
| UBS Group AG | 29.23K | Sep 30, 26 | -426 | 0.42% |
| SAX WEALTH ADVISORS, LLC | 16.98K | Sep 30, 26 | +351 | 0.24% |
| J.W. COLE ADVISORS, INC. | 14.36K | Sep 30, 26 | +94 | 0.21% |
| Asset Dedication, LLC | 14.35K | Sep 30, 26 | +5.67K | 0.21% |
| Jacobi Capital Management LLC | 14.15K | Sep 30, 26 | -20.80K | 0.20% |
| Addison Advisors LLC | 14.10K | Sep 30, 26 | +148 | 0.20% |
| Ascentis Independent Advisors | 13.65K | Sep 30, 26 | +13.65K | 0.19% |
| IFG Advisory, LLC | 12.71K | Sep 30, 26 | +61 | 0.18% |
| COMMONWEALTH EQUITY SERVICES, LLC | 11.98K | Sep 30, 26 | -2.08K | 0.17% |
| CGN Advisors LLC | 11.29K | Sep 30, 26 | +11.29K | 0.16% |
| COOKSON PEIRCE & CO INC | 10.41K | Sep 30, 26 | +1.24K | 0.15% |
| DWM Financial Group, Inc. | 9.61K | Sep 30, 26 | -7.68K | 0.14% |
| Bill Few Associates, Inc. | 9.42K | Sep 30, 26 | -- | 0.13% |
| Legacy Private Trust Co. | 9.15K | Sep 30, 26 | +9.15K | 0.13% |
| Larson Financial Group LLC | 4.66K | Sep 30, 26 | -- | 0.07% |
| IFP Advisors, Inc | 3.95K | Sep 30, 26 | -- | 0.06% |
| FIFTH THIRD BANCORP | 1.65K | Sep 30, 26 | -- | 0.02% |
| Cassaday & Co Wealth Management LLC | 596 | Sep 30, 26 | -- | 0.01% |
| Root Financial Partners, LLC | 135 | Sep 30, 26 | +135 | 0.00% |
| Wedmont Private Capital | -- | Sep 30, 26 | -24.36K | -- |
| KESTRA PRIVATE WEALTH SERVICES, LLC | -- | Sep 30, 26 | -12.86K | -- |
| Tassel Capital Management, Inc. | -- | Sep 30, 26 | -16.70K | -- |
| First Command Advisory Services, Inc. | -- | Sep 30, 26 | -1.78K | -- |
| RAYMOND JAMES FINANCIAL INC | 280.42K | Jun 30, 26 | -4.64K | 4.01% |
| Atlantic Union Bankshares Corp | 192.72K | Jun 30, 26 | +44.37K | 2.75% |
| Hills Bank & Trust Co | 134.06K | Jun 30, 26 | +23.90K | 1.92% |
| BANK OF AMERICA CORP /DE/ | 122.60K | Jun 30, 26 | +6.59K | 1.75% |
| Envision Financial Planning, LLC | 122.52K | Jun 30, 26 | +7.53K | 1.75% |
| Invesco Ltd. | 96.22K | Jun 30, 26 | +2.03K | 1.37% |
| MORGAN STANLEY | 55.82K | Jun 30, 26 | +22.31K | 0.80% |
| STIFEL FINANCIAL CORP | 50.89K | Jun 30, 26 | -11.66K | 0.73% |
| OSAIC HOLDINGS, INC. | 48.93K | Jun 30, 26 | +24.00K | 0.70% |
| Elequin Capital, LP | 42.04K | Jun 30, 26 | +42.04K | 0.60% |
| ENVESTNET ASSET MANAGEMENT INC | 39.38K | Jun 30, 26 | +3.14K | 0.56% |
| UBS Group AG | 29.66K | Jun 30, 26 | +1.98K | 0.42% |
| Equitable Holdings, Inc. | 26.94K | Jun 30, 26 | +1.33K | 0.38% |
| Sequoia Financial Advisors, LLC | 24.21K | Jun 30, 26 | -- | 0.35% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 22.55K | Jun 30, 26 | -- | 0.32% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 17.51K | Jun 30, 26 | +1.52K | 0.25% |
| YARGER WEALTH STRATEGIES, LLC | 16.01K | Jun 30, 26 | +145 | 0.23% |
| MML INVESTORS SERVICES, LLC | 15.18K | Jun 30, 26 | +4.39K | 0.22% |
| ROYAL BANK OF CANADA | 14.78K | Jun 30, 26 | +632 | 0.21% |
| NewEdge Advisors, LLC | 13.10K | Jun 30, 26 | +13.10K | 0.19% |
| JANE STREET GROUP, LLC | 12.88K | Jun 30, 26 | -61.61K | 0.18% |
| CAPTRUST FINANCIAL ADVISORS | 8.86K | Jun 30, 26 | +80 | 0.13% |
| JONES FINANCIAL COMPANIES LLLP | 6.40K | Jun 30, 26 | +2.30K | 0.09% |
| MERCER GLOBAL ADVISORS INC /ADV | 3.86K | Jun 30, 26 | +3.86K | 0.06% |
| Integrated Wealth Concepts LLC | 2.02K | Jun 30, 26 | +2.02K | 0.03% |
| ORG Partners LLC | 5.80K | Dec 31, 25 | -- | 0.08% |
| COMERICA BANK | 897 | Dec 31, 25 | -- | 0.01% |
| Sterling Financial Group, Inc. | 31.06K | Sep 30, 25 | +31.06K | 0.44% |
