| COMPOSITION WEALTH, LLC | 434.16K | Sep 30, 26 | +20.89K | 25.77% |
| San Luis Wealth Advisors LLC | 197.70K | Sep 30, 26 | +3.49K | 11.74% |
| LPL Financial LLC | 88.58K | Sep 30, 26 | +33.88K | 5.26% |
| Ballast Rock Private Wealth LLC | 41.82K | Sep 30, 26 | +366 | 2.48% |
| Cooper Capital Advisors LLC | 38.74K | Sep 30, 26 | +6.67K | 2.30% |
| WEALTHGARDEN F.S. LLC | 13.66K | Sep 30, 26 | -2.73K | 0.81% |
| Cambridge Investment Research Advisors, Inc. | 7.69K | Sep 30, 26 | +348 | 0.46% |
| Private Advisor Group, LLC | 7.20K | Sep 30, 26 | -2.00K | 0.43% |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 5.50K | Sep 30, 26 | -- | 0.33% |
| UBS Group AG | 1.33K | Sep 30, 26 | +1.28K | 0.08% |
| Geneos Wealth Management Inc. | 812 | Sep 30, 26 | +812 | 0.05% |
| Almanack Investment Partners, LLC. | -- | Sep 30, 26 | -6.30K | -- |
| Farther Finance Advisors, LLC | -- | Sep 30, 26 | -3.10K | -- |
| AMERICAN CENTURY COMPANIES INC | 366.90K | Jun 30, 26 | -- | 21.78% |
| JANE STREET GROUP, LLC | 83.28K | Jun 30, 26 | +62.97K | 4.94% |
| Mutual Advisors, LLC | 12.46K | Jun 30, 26 | +12.46K | 0.74% |
| ENVESTNET ASSET MANAGEMENT INC | 5.73K | Jun 30, 26 | +1.62K | 0.34% |
| MML INVESTORS SERVICES, LLC | 5.42K | Jun 30, 26 | +5.42K | 0.32% |
| Mariner, LLC | 5.07K | Jun 30, 26 | -8.17K | 0.30% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 504 | Jun 30, 26 | +504 | 0.03% |
| OSAIC HOLDINGS, INC. | 64 | Jun 30, 26 | +64 | 0.00% |
| UBS Group AG | 55 | Jun 30, 26 | +55 | 0.00% |
| MORGAN STANLEY | -- | Jun 30, 26 | -568 | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -18.80K | -- |
