| Capital Group Private Client Services, Inc. | 567.10K | Sep 30, 26 | +41.76K | 43.67% |
| RM Financial Services, LLC | 232.50K | Sep 30, 26 | +3.20K | 17.90% |
| LPL Financial LLC | 227.43K | Sep 30, 26 | +80.92K | 17.51% |
| OSAIC HOLDINGS, INC. | 200.28K | Sep 30, 26 | +47.96K | 15.42% |
| Capital International Investors | 110.00K | Sep 30, 26 | -440.00K | 8.47% |
| J. Derek Lewis & Associates Inc. | 99.88K | Sep 30, 26 | +57.79K | 7.69% |
| Cambridge Investment Research Advisors, Inc. | 53.59K | Sep 30, 26 | +23.66K | 4.13% |
| COMMONWEALTH EQUITY SERVICES, LLC | 38.87K | Sep 30, 26 | +13.32K | 2.99% |
| BHK Investment Advisors, LLC | 28.92K | Sep 30, 26 | +2.10K | 2.23% |
| Latitude Advisors, LLC | 18.12K | Sep 30, 26 | +18.12K | 1.40% |
| Kestra Advisory Services, LLC | 17.85K | Sep 30, 26 | +9.36K | 1.37% |
| Sigma Planning Corp | 15.07K | Sep 30, 26 | -11.93K | 1.16% |
| Keystone Financial Group | 8.04K | Sep 30, 26 | +8.04K | 0.62% |
| D.A. DAVIDSON & CO. | 7.95K | Sep 30, 26 | +7.95K | 0.61% |
| Confluence Wealth Services, Inc. | 7.81K | Sep 30, 26 | -509 | 0.60% |
| Valmark Advisers, Inc. | 7.80K | Sep 30, 26 | -- | 0.60% |
| RAYMOND JAMES FINANCIAL INC | 7.26K | Sep 30, 26 | +7.26K | 0.56% |
| BOLTON SECURITIES CORPORATION | 4.15K | Sep 30, 26 | +4.15K | 0.32% |
| HARBOUR INVESTMENTS, INC. | 2.81K | Sep 30, 26 | -- | 0.22% |
| ROTHSCHILD INVESTMENT LLC | 2.65K | Sep 30, 26 | +700 | 0.20% |
| Global Retirement Partners, LLC | 2.05K | Sep 30, 26 | -- | 0.16% |
| EverSource Wealth Advisors, LLC | 1.94K | Sep 30, 26 | -- | 0.15% |
| Larson Financial Group LLC | 1.52K | Sep 30, 26 | +244 | 0.12% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 20 | Sep 30, 26 | +4 | 0.00% |
| Capital Investment Advisory Services, LLC | -- | Sep 30, 26 | -1.73K | -- |
| Beacon Financial Advisory LLC | -- | Sep 30, 26 | -12.12K | -- |
| JANE STREET GROUP, LLC | -- | Sep 30, 26 | -7.64K | -- |
| Capital International Investors | 550.00K | Jun 30, 26 | -450.00K | 42.35% |
| Capital Group Private Client Services, Inc. | 525.34K | Jun 30, 26 | +95.21K | 40.45% |
| OSAIC HOLDINGS, INC. | 152.32K | Jun 30, 26 | +63.19K | 11.73% |
| ENVESTNET ASSET MANAGEMENT INC | 151.97K | Jun 30, 26 | +131.00K | 11.70% |
| MML INVESTORS SERVICES, LLC | 129.51K | Jun 30, 26 | +112.21K | 9.97% |
| BFC Planning, Inc. | 27.72K | Jun 30, 26 | +7.94K | 2.13% |
| GOLDMAN SACHS GROUP INC | 17.86K | Jun 30, 26 | -8.17K | 1.38% |
| CMC Financial Group | 17.69K | Jun 30, 26 | -12.68K | 1.36% |
| JANE STREET GROUP, LLC | 7.64K | Jun 30, 26 | -190 | 0.59% |
| Equitable Holdings, Inc. | 6.69K | Jun 30, 26 | +6.69K | 0.52% |
| Integrated Wealth Concepts LLC | 4.10K | Jun 30, 26 | +4.10K | 0.32% |
| SITTNER & NELSON, LLC | 938 | Jun 30, 26 | -- | 0.07% |
| ROYAL BANK OF CANADA | 367 | Jun 30, 26 | -1.21K | 0.03% |
| NewEdge Advisors, LLC | 36 | Jun 30, 26 | +36 | 0.00% |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -6.22K | -- |
| Ameritas Advisory Services, LLC | -- | Jun 30, 26 | -813 | -- |
| Sunbelt Securities, Inc. | 2.94K | Mar 31, 26 | +964 | 0.23% |
| CWM, LLC | 524 | Mar 31, 26 | +524 | 0.04% |
