| Strid Group, LLC | 2.98M | Jun 30, 26 | -294.60K | 79.39% |
| Prospera Financial Services Inc | 127.55K | Jun 30, 26 | -19.40K | 3.39% |
| LPL Financial LLC | 71.77K | Jun 30, 26 | -677 | 1.91% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 39.07K | Jun 30, 26 | +39.07K | 1.04% |
| Pathstone Holdings, LLC | 37.98K | Jun 30, 26 | -8.37K | 1.01% |
| Keel Point, LLC | 16.01K | Jun 30, 26 | -255 | 0.43% |
| EWA, LLC | 10.53K | Jun 30, 26 | +10.53K | 0.28% |
| RAYMOND JAMES FINANCIAL INC | 8.42K | Jun 30, 26 | -721 | 0.22% |
| STIFEL FINANCIAL CORP | 7.82K | Jun 30, 26 | -200 | 0.21% |
| MORGAN STANLEY | 3.55K | Jun 30, 26 | -- | 0.09% |
| Holos Integrated Wealth LLC | 2.65K | Jun 30, 26 | -- | 0.07% |
| Cherry Tree Wealth Management, LLC | 2.64K | Jun 30, 26 | +169 | 0.07% |
| UBS Group AG | 360 | Jun 30, 26 | -23 | 0.01% |
| JONES FINANCIAL COMPANIES LLLP | 84 | Jun 30, 26 | +84 | 0.00% |
| Founders Financial Alliance, LLC | 51 | Jun 30, 26 | +1 | 0.00% |
| WELLS FARGO & COMPANY/MN | 2 | Jun 30, 26 | -- | 0.00% |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -783 | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -2.87K | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -15.86K | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -22.13K | -- |
| ADVISORTRUST PARTNERS, LLC | -- | Jun 30, 26 | -436 | -- |
| Householder Group Estate & Retirement Specialist, LLC | -- | Dec 31, 24 | -763 | -- |
| RAYMOND JAMES & ASSOCIATES | 17.84K | Sep 30, 24 | -3.67K | 0.47% |
| PATHSTONE FAMILY OFFICE, LLC | 56.67K | Sep 30, 23 | +56.67K | 1.51% |
| Veritable, L.P. | 56.58K | Jun 30, 23 | +5.65K | 1.50% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 352.64K | Dec 31, 19 | -24.87K | 9.38% |
| Advisor Group, Inc. | 532 | Dec 31, 19 | -- | 0.01% |