| First Pacific Financial | 255.95K | Jun 30, 26 | +5.81K | 19.08% |
| EP Wealth Advisors, LLC | 116.06K | Jun 30, 26 | +6.17K | 8.65% |
| Financial Engines Advisors L.L.C. | 110.19K | Jun 30, 26 | -3.96K | 8.21% |
| GOLDMAN SACHS GROUP INC | 74.77K | Jun 30, 26 | +74.77K | 5.57% |
| TFC Financial Management, Inc. | 61.15K | Jun 30, 26 | +61.15K | 4.56% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 37.80K | Jun 30, 26 | +4.34K | 2.82% |
| NATURAL INVESTMENTS, LLC | 33.50K | Jun 30, 26 | +2.12K | 2.50% |
| Joel Adams & Associates, Inc. | 29.93K | Jun 30, 26 | +4.20K | 2.23% |
| Ameritas Investment Partners, Inc. | 22.41K | Jun 30, 26 | +314 | 1.67% |
| Dynamic Advisor Solutions LLC | 16.47K | Jun 30, 26 | +878 | 1.23% |
| COMMONWEALTH EQUITY SERVICES, LLC | 14.95K | Jun 30, 26 | +2.50K | 1.11% |
| Creative Planning | 11.83K | Jun 30, 26 | -- | 0.88% |
| Mason & Associates Inc | 11.80K | Jun 30, 26 | +331 | 0.88% |
| Archer Investment Management, LLC | 9.38K | Jun 30, 26 | -764 | 0.70% |
| Private Advisor Group, LLC | 9.09K | Jun 30, 26 | +3.08K | 0.68% |
| MORGAN STANLEY | 6.75K | Jun 30, 26 | -173.68K | 0.50% |
| LINCOLN CAPITAL CORP | 5.36K | Jun 30, 26 | +5.36K | 0.40% |
| BSW Wealth Partners | 4.75K | Jun 30, 26 | -86 | 0.35% |
| FOUNDERS FINANCIAL SECURITIES LLC | 4.70K | Jun 30, 26 | -855 | 0.35% |
| Horizon Investments, LLC | 4.70K | Jun 30, 26 | -6.38K | 0.35% |
| Mariner, LLC | 4.67K | Jun 30, 26 | +74 | 0.35% |
| Retirement Planning Group | 4.44K | Jun 30, 26 | +4.44K | 0.33% |
| MONEY CONCEPTS CAPITAL CORP | 4.38K | Jun 30, 26 | -250 | 0.33% |
| MISSION WEALTH MANAGEMENT, LP | 4.26K | Jun 30, 26 | +420 | 0.32% |
| Per Stirling Capital Management, LLC. | 3.90K | Jun 30, 26 | +8 | 0.29% |
| Colorado Capital Management, Inc. | 3.74K | Jun 30, 26 | -1.30K | 0.28% |
| Summit Global Investments | 3.61K | Jun 30, 26 | +3.61K | 0.27% |
| HighTower Advisors, LLC | 3.57K | Jun 30, 26 | +3.57K | 0.27% |
| Collaborative Wealth Managment Inc. | 3.54K | Jun 30, 26 | -- | 0.26% |
| Gemmer Asset Management LLC | 3.21K | Jun 30, 26 | -7 | 0.24% |
| LPL Financial LLC | 2.90K | Jun 30, 26 | +2.90K | 0.22% |
| PRINCIPAL SECURITIES, INC. | 2.68K | Jun 30, 26 | +2.68K | 0.20% |
| ADVISOR GROUP HOLDINGS, INC. | 2.50K | Jun 30, 26 | +253 | 0.19% |
| VALLEY NATIONAL ADVISERS INC | 1.55K | Jun 30, 26 | -183 | 0.12% |
| AE Wealth Management LLC | 1.15K | Jun 30, 26 | +1.15K | 0.09% |
| FIDUCIARY FINANCIAL ADVISORS | 1.00K | Jun 30, 26 | +1.00K | 0.07% |
| HARBOUR INVESTMENTS, INC. | 833 | Jun 30, 26 | -233 | 0.06% |
| Triumph Capital Management | 825 | Jun 30, 26 | -- | 0.06% |
| WELLS FARGO & COMPANY/MN | 621 | Jun 30, 26 | -1.14K | 0.05% |
| Millstone Evans Group, LLC | 516 | Jun 30, 26 | -- | 0.04% |
| CDKV HOLDINGS LLC | 476 | Jun 30, 26 | -- | 0.04% |
| Milestone Investment Advisors LLC | 328 | Jun 30, 26 | +328 | 0.02% |
| Heritage Wealth Advisors | 220 | Jun 30, 26 | +220 | 0.02% |
| Godfrey Financial Associates, Inc. | 166 | Jun 30, 26 | +166 | 0.01% |
| Founders Financial Alliance, LLC | 119 | Jun 30, 26 | -- | 0.01% |
| Aptus Capital Advisors, LLC | 100 | Jun 30, 26 | -- | 0.01% |
| Integrated Wealth Concepts LLC | 79 | Jun 30, 26 | +79 | 0.01% |
| Rossby Financial, LCC | 78 | Jun 30, 26 | -- | 0.01% |
| Ameritas Advisory Services, LLC | 57 | Jun 30, 26 | +57 | 0.00% |
| UBS Group AG | 22 | Jun 30, 26 | -257 | 0.00% |
| Geneos Wealth Management Inc. | 20 | Jun 30, 26 | -- | 0.00% |
| RMG Wealth Management LLC | -- | Jun 30, 26 | -5.70K | -- |
| ROYAL BANK OF CANADA | -- | Jun 30, 26 | -366 | -- |
| North Berkeley Wealth Management, LLC | 38.26K | Mar 31, 26 | +28.40K | 2.85% |
| CWM, LLC | 19.86K | Mar 31, 26 | +222 | 1.48% |
| Sandbox Financial Partners, LLC | 15.19K | Mar 31, 26 | +8.71K | 1.13% |
| JOURNEY STRATEGIC WEALTH LLC | 6.12K | Mar 31, 26 | +316 | 0.46% |
| McIlrath & Eck, LLC | 873 | Mar 31, 26 | +149 | 0.07% |
| LongView Asset Management LLC | 100.88K | Dec 31, 25 | +969 | 7.52% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -1.95K | -- |