| COMPOSITION WEALTH, LLC | 1.91M | Sep 30, 26 | +225.23K | 12.51% |
| Kestra Investment Management, LLC | 995.46K | Sep 30, 26 | +118.29K | 6.51% |
| Red Oak Financial Group, LLC | 494.39K | Sep 30, 26 | +494.39K | 3.23% |
| Merit Financial Group, LLC | 400.23K | Sep 30, 26 | +26.54K | 2.62% |
| HighTower Advisors, LLC | 253.95K | Sep 30, 26 | -2.41K | 1.66% |
| Kestra Advisory Services, LLC | 170.39K | Sep 30, 26 | +133.83K | 1.11% |
| COMMONWEALTH EQUITY SERVICES, LLC | 152.83K | Sep 30, 26 | +28.34K | 1.00% |
| SEI INVESTMENTS CO | 127.31K | Sep 30, 26 | +14.33K | 0.83% |
| Valmark Advisers, Inc. | 98.80K | Sep 30, 26 | +20.68K | 0.65% |
| LPL Financial LLC | 92.55K | Sep 30, 26 | +92.55K | 0.60% |
| HARBOUR INVESTMENTS, INC. | 76.61K | Sep 30, 26 | +8.73K | 0.50% |
| Sigma Planning Corp | 65.47K | Sep 30, 26 | +2.07K | 0.43% |
| Bank of New York Mellon Corp | 49.39K | Sep 30, 26 | +17.80K | 0.32% |
| Cambridge Investment Research Advisors, Inc. | 47.19K | Sep 30, 26 | +1.90K | 0.31% |
| Sovran Advisors, LLC | 29.68K | Sep 30, 26 | +2.04K | 0.19% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 22.18K | Sep 30, 26 | +9.17K | 0.14% |
| RFG Advisory, LLC | 20.34K | Sep 30, 26 | +329 | 0.13% |
| CULLEN/FROST BANKERS, INC. | 19.91K | Sep 30, 26 | +3.20K | 0.13% |
| Security Financial Services, INC. | 19.12K | Sep 30, 26 | +921 | 0.12% |
| Ascentis Independent Advisors | 18.48K | Sep 30, 26 | +18.48K | 0.12% |
| D.A. DAVIDSON & CO. | 15.13K | Sep 30, 26 | -2.80K | 0.10% |
| Signature Equity Partners, LLC | 14.69K | Sep 30, 26 | +14.69K | 0.10% |
| HighPoint Advisor Group LLC | 14.25K | Sep 30, 26 | +14.25K | 0.09% |
| Koshinski Asset Management, Inc. | 12.71K | Sep 30, 26 | +769 | 0.08% |
| Geneos Wealth Management Inc. | 12.50K | Sep 30, 26 | +5.98K | 0.08% |
| FIFTH THIRD BANCORP | 11.57K | Sep 30, 26 | -49 | 0.08% |
| Private Advisor Group, LLC | 11.00K | Sep 30, 26 | +11.00K | 0.07% |
| UPTICK PARTNERS, LLC | 9.25K | Sep 30, 26 | +9.25K | 0.06% |
| TRUIST FINANCIAL CORP | 8.61K | Sep 30, 26 | +8.61K | 0.06% |
| J. Derek Lewis & Associates Inc. | 8.32K | Sep 30, 26 | +24 | 0.05% |
| Smartleaf Asset Management LLC | 6.84K | Sep 30, 26 | +4.61K | 0.04% |
| Global Retirement Partners, LLC | 5.48K | Sep 30, 26 | +5.48K | 0.04% |
| HAZLETT, BURT & WATSON, INC. | 2.29K | Sep 30, 26 | +1.81K | 0.01% |
| Capital Investment Advisory Services, LLC | 1.92K | Sep 30, 26 | +687 | 0.01% |
| Jacobi Capital Management LLC | 1.81K | Sep 30, 26 | +1.81K | 0.01% |
| Colonial Trust Co / SC | 1.78K | Sep 30, 26 | -- | 0.01% |
| Nuveen, LLC | 851 | Sep 30, 26 | +851 | 0.01% |
| Provenance Wealth Advisors, LLC | 556 | Sep 30, 26 | +556 | 0.00% |
| LANARK FINANCIAL, INC. | 548 | Sep 30, 26 | +548 | 0.00% |
| CENTRAL TRUST Co | 84 | Sep 30, 26 | -- | 0.00% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | -- | Sep 30, 26 | -8.74K | -- |
| WELLS FARGO & COMPANY/MN | 2.85M | Jun 30, 26 | +1.00M | 18.65% |
| ENVESTNET ASSET MANAGEMENT INC | 1.41M | Jun 30, 26 | +276.88K | 9.23% |
| Orion Porfolio Solutions, LLC | 496.82K | Jun 30, 26 | -5.64K | 3.25% |
| Janney Montgomery Scott LLC | 365.64K | Jun 30, 26 | +108.04K | 2.39% |
| BENJAMIN EDWARDS INC | 326.50K | Jun 30, 26 | +89.52K | 2.13% |
| OSAIC HOLDINGS, INC. | 153.23K | Jun 30, 26 | +50.55K | 1.00% |
| Cetera Investment Advisers | 125.72K | Jun 30, 26 | +39.27K | 0.82% |
| ROYAL BANK OF CANADA | 109.39K | Jun 30, 26 | +690 | 0.71% |
| STIFEL FINANCIAL CORP | 107.86K | Jun 30, 26 | +70.58K | 0.70% |
| Capital International Investors | 90.92K | Jun 30, 26 | +30.60K | 0.59% |
| Hopwood Nicholas Hunter | 66.38K | Jun 30, 26 | +3.67K | 0.43% |
| MML INVESTORS SERVICES, LLC | 62.92K | Jun 30, 26 | +16.63K | 0.41% |
| Capital Analysts, LLC | 31.32K | Jun 30, 26 | +22.81K | 0.20% |
| &PARTNERS | 30.16K | Jun 30, 26 | +5.87K | 0.20% |
| RAYMOND JAMES FINANCIAL INC | 25.59K | Jun 30, 26 | +11.30K | 0.17% |
| Ameritas Advisory Services, LLC | 23.10K | Jun 30, 26 | +23.10K | 0.15% |
| Main Street Financial Solutions, LLC | 20.98K | Jun 30, 26 | -465 | 0.14% |
| KINTRA WEALTH, LLC | 17.11K | Jun 30, 26 | +17.11K | 0.11% |
| Envestnet Portfolio Solutions, Inc. | 13.87K | Jun 30, 26 | +13.87K | 0.09% |
| JANE STREET GROUP, LLC | 10.66K | Jun 30, 26 | -32.85K | 0.07% |
| CITADEL ADVISORS LLC | 9.18K | Jun 30, 26 | -19.07K | 0.06% |
| PROTECTIVE LIFE CORP | 6.34K | Jun 30, 26 | -- | 0.04% |
| Integrated Wealth Concepts LLC | 4.66K | Jun 30, 26 | +4.66K | 0.03% |
| Colonial Trust Co / SC | 1.78K | Jun 30, 26 | +1.78K | 0.01% |
| Continuum Advisory, LLC | 58 | Jun 30, 26 | +58 | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 36 | Jun 30, 26 | -- | 0.00% |
| Steward Partners Investment Advisory, LLC | 17 | Jun 30, 26 | +17 | 0.00% |
| Mariner, LLC | -- | Jun 30, 26 | -8.68K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -2.37K | -- |
| UBS Group AG | -- | Jun 30, 26 | -1.98K | -- |
| Vision Retirement, LLC | -- | Jun 30, 26 | -34 | -- |
| Financial Life Planners | -- | Jun 30, 26 | -84 | -- |
| CWM, LLC | 1.93K | Mar 31, 26 | +1.93K | 0.01% |
| ORG Partners LLC | 16.68K | Dec 31, 25 | +5.49K | 0.11% |
| COMERICA BANK | 1.75K | Dec 31, 25 | +1.75K | 0.01% |
