| LPL Financial LLC | 334.69K | Sep 30, 26 | +60.67K | 7.97% |
| Private Advisor Group, LLC | 82.01K | Sep 30, 26 | +6.81K | 1.95% |
| COMMONWEALTH EQUITY SERVICES, LLC | 64.19K | Sep 30, 26 | -1.32K | 1.53% |
| HighTower Advisors, LLC | 54.47K | Sep 30, 26 | +54.47K | 1.30% |
| PFG Investments, LLC | 51.80K | Sep 30, 26 | +23.81K | 1.23% |
| Rossby Financial, LCC | 37.44K | Sep 30, 26 | +6.26K | 0.89% |
| Bank of New York Mellon Corp | 35.69K | Sep 30, 26 | +35.69K | 0.85% |
| NATURAL INVESTMENTS, LLC | 28.78K | Sep 30, 26 | +17.54K | 0.69% |
| OSAIC HOLDINGS, INC. | 24.97K | Sep 30, 26 | -435 | 0.59% |
| RW Investment Management LLC | 13.73K | Sep 30, 26 | +5.60K | 0.33% |
| GREAT VALLEY ADVISOR GROUP, INC. | 13.45K | Sep 30, 26 | +13.45K | 0.32% |
| Kestra Advisory Services, LLC | 10.73K | Sep 30, 26 | +2.76K | 0.26% |
| Cambridge Investment Research Advisors, Inc. | 10.39K | Sep 30, 26 | +1.41K | 0.25% |
| Global Retirement Partners, LLC | 7.03K | Sep 30, 26 | -153 | 0.17% |
| Apollon Wealth Management, LLC | 6.54K | Sep 30, 26 | +41 | 0.16% |
| JANE STREET GROUP, LLC | 4.66K | Sep 30, 26 | +4.66K | 0.11% |
| Riverwater Partners LLC | 4.60K | Sep 30, 26 | -4 | 0.11% |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | 4.43K | Sep 30, 26 | -- | 0.11% |
| HARBOUR INVESTMENTS, INC. | 3.06K | Sep 30, 26 | +89 | 0.07% |
| DeDora Capital, Inc. | 1.57K | Sep 30, 26 | -11.34K | 0.04% |
| Smartleaf Asset Management LLC | 1.24K | Sep 30, 26 | +939 | 0.03% |
| Ameritas Advisory Services, LLC | 865 | Sep 30, 26 | +589 | 0.02% |
| TFC Financial Management, Inc. | 781 | Sep 30, 26 | -- | 0.02% |
| Godfrey Financial Associates, Inc. | 151 | Sep 30, 26 | -- | 0.00% |
| FIFTH THIRD BANCORP | 135 | Sep 30, 26 | +135 | 0.00% |
| UBS Group AG | -- | Sep 30, 26 | -118 | -- |
| Dynamic Advisor Solutions LLC | -- | Sep 30, 26 | -25.37K | -- |
| Ethos Financial Group, LLC | -- | Sep 30, 26 | -4.40K | -- |
| TECTONIC ADVISORS LLC | -- | Sep 30, 26 | -4.08K | -- |
| Focus Partners Wealth | -- | Sep 30, 26 | -5.63K | -- |
| MORGAN STANLEY | 2.27M | Jun 30, 26 | +54.91K | 53.94% |
| Pathstone Holdings, LLC | 126.19K | Jun 30, 26 | -- | 3.01% |
| Valley Financial Group, Inc. | 55.07K | Jun 30, 26 | -2.24K | 1.31% |
| Betterment LLC | 33.54K | Jun 30, 26 | +859 | 0.80% |
| PFG Investments, LLC | 27.99K | Jun 30, 26 | +15.47K | 0.67% |
| OSAIC HOLDINGS, INC. | 25.40K | Jun 30, 26 | +2.83K | 0.60% |
| Mason & Associates Inc | 19.45K | Jun 30, 26 | -5.08K | 0.46% |
| Cetera Investment Advisers | 12.27K | Jun 30, 26 | +1.76K | 0.29% |
| Kingsview Wealth Management, LLC | 10.93K | Jun 30, 26 | -362 | 0.26% |
| Ameritas Investment Partners, Inc. | 9.53K | Jun 30, 26 | +663 | 0.23% |
| Arkadios Wealth Advisors | 8.37K | Jun 30, 26 | +53 | 0.20% |
| GOLDMAN SACHS GROUP INC | 7.00K | Jun 30, 26 | -133.61K | 0.17% |
| ENVESTNET ASSET MANAGEMENT INC | 6.93K | Jun 30, 26 | +577 | 0.16% |
| CITADEL ADVISORS LLC | 5.42K | Jun 30, 26 | +5.42K | 0.13% |
| Brookwood Investment Group LLC | 4.64K | Jun 30, 26 | -- | 0.11% |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | 4.43K | Jun 30, 26 | +4.43K | 0.11% |
| Ethos Financial Group, LLC | 4.40K | Jun 30, 26 | +4.40K | 0.10% |
| Gladstone Institutional Advisory LLC | 4.33K | Jun 30, 26 | -- | 0.10% |
| NewEdge Advisors, LLC | 2.05K | Jun 30, 26 | +2.05K | 0.05% |
| FIDUCIARY FINANCIAL ADVISORS | 1.96K | Jun 30, 26 | +1.96K | 0.05% |
| Ameritas Advisory Services, LLC | 276 | Jun 30, 26 | +276 | 0.01% |
| Aptus Capital Advisors, LLC | 200 | Jun 30, 26 | -- | 0.00% |
| UBS Group AG | 118 | Jun 30, 26 | +118 | 0.00% |
| BFC Planning, Inc. | 35 | Jun 30, 26 | -15 | 0.00% |
| Strategic Financial Planning, Inc. | -- | Jun 30, 26 | -50.70K | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -16.71K | -- |
| Regal Investment Advisors LLC | -- | Jun 30, 26 | -12.26K | -- |
| CWM, LLC | 397 | Mar 31, 26 | -- | 0.01% |
| COMERICA BANK | -- | Dec 31, 25 | -2.89K | -- |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -3.39K | -- |
| Good Life Advisors, LLC | 17.64K | Jun 30, 25 | -1.13K | 0.42% |
| Cetera Advisor Networks LLC | 4.10K | Mar 31, 24 | -- | 0.10% |
