| HBK Sorce Advisory LLC | 4.57M | Sep 30, 26 | +67.73K | 68.15% |
| Wealthquest Corp | 222.03K | Sep 30, 26 | -20.13K | 3.31% |
| Chicago Partners Investment Group LLC | 104.86K | Sep 30, 26 | +329 | 1.57% |
| Elite Life Management LLC | 90.35K | Sep 30, 26 | +4.31K | 1.35% |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 30.57K | Sep 30, 26 | -13.64K | 0.46% |
| LPL Financial LLC | 21.16K | Sep 30, 26 | +1.05K | 0.32% |
| Pinion Investment Advisors, LLC | 9.98K | Sep 30, 26 | -41 | 0.15% |
| CARY STREET PARTNERS FINANCIAL LLC | 9.88K | Sep 30, 26 | +16 | 0.15% |
| Independent Wealth Advisors LLC | 4.02K | Sep 30, 26 | +1.26K | 0.06% |
| Rockwood Wealth Management, LLC | 3.98K | Sep 30, 26 | -- | 0.06% |
| BNP PARIBAS FINANCIAL MARKETS | 3.95K | Sep 30, 26 | +98 | 0.06% |
| HighTower Advisors, LLC | 3.80K | Sep 30, 26 | +11 | 0.06% |
| IEQ CAPITAL, LLC | 3.35K | Sep 30, 26 | -- | 0.05% |
| JANE STREET GROUP, LLC | 3.14K | Sep 30, 26 | +3.14K | 0.05% |
| HighPoint Advisor Group LLC | 3.11K | Sep 30, 26 | +593 | 0.05% |
| Strategic Investment Solutions, Inc. /IL | 2.73K | Sep 30, 26 | -239 | 0.04% |
| Savant Capital, LLC | 2.60K | Sep 30, 26 | +2.60K | 0.04% |
| Evanson Financial, LLC | 2.51K | Sep 30, 26 | +7 | 0.04% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1.68K | Sep 30, 26 | -13 | 0.03% |
| Spire Wealth Management | 952 | Sep 30, 26 | +952 | 0.01% |
| HARBOUR INVESTMENTS, INC. | 896 | Sep 30, 26 | -- | 0.01% |
| CITIGROUP INC | 632 | Sep 30, 26 | +494 | 0.01% |
| OSAIC HOLDINGS, INC. | 600 | Sep 30, 26 | -55 | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 525 | Sep 30, 26 | +525 | 0.01% |
| IFG Advisory, LLC | 256 | Sep 30, 26 | +256 | 0.00% |
| JPMORGAN CHASE & CO | 250 | Sep 30, 26 | +250 | 0.00% |
| Allworth Financial LP | 137 | Sep 30, 26 | -- | 0.00% |
| ELEVATE WEALTH ADVISORY, INC | 66 | Sep 30, 26 | -4 | 0.00% |
| Colonial Trust Co / SC | 56 | Sep 30, 26 | -- | 0.00% |
| Financial Alternatives, Inc | 1 | Sep 30, 26 | +1 | 0.00% |
| UBS Group AG | -- | Sep 30, 26 | -317 | -- |
| M Holdings Securities, Inc. | -- | Sep 30, 26 | -26.43K | -- |
| Wealthquest Corp | 242.16K | Jun 30, 26 | -26.65K | 3.61% |
| CURIO WEALTH, LLC | 127.32K | Jun 30, 26 | +11.56K | 1.90% |
| Medallion Wealth Advisors, LLC | 47.86K | Jun 30, 26 | +1.11K | 0.71% |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 44.21K | Jun 30, 26 | +1.20K | 0.66% |
| GOLDMAN SACHS GROUP INC | 28.39K | Jun 30, 26 | +28.39K | 0.42% |
| CITADEL ADVISORS LLC | 16.77K | Jun 30, 26 | -907 | 0.25% |
| WPWealth LLP | 16.59K | Jun 30, 26 | -- | 0.25% |
| Vantage Point Financial LLC | 12.22K | Jun 30, 26 | +9 | 0.18% |
| CARY STREET PARTNERS FINANCIAL LLC | 9.86K | Jun 30, 26 | -1.43K | 0.15% |
| American Investment Services, Inc. | 8.18K | Jun 30, 26 | -1.03K | 0.12% |
| EWA, LLC | 8.15K | Jun 30, 26 | -2.67K | 0.12% |
| Northwest Bancshares, Inc. | 5.88K | Jun 30, 26 | -- | 0.09% |
| Haverford Trust Co | 4.98K | Jun 30, 26 | +4.98K | 0.07% |
| BNP PARIBAS FINANCIAL MARKETS | 3.85K | Jun 30, 26 | +1.90K | 0.06% |
| Betterment LLC | 3.58K | Jun 30, 26 | +489 | 0.05% |
| IEQ CAPITAL, LLC | 3.35K | Jun 30, 26 | +3.35K | 0.05% |
| MORGAN STANLEY | 1.93K | Jun 30, 26 | +1.82K | 0.03% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.72K | Jun 30, 26 | -- | 0.03% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1.69K | Jun 30, 26 | +1.17K | 0.03% |
| RAFFA WEALTH MANAGEMENT, LLC | 1.45K | Jun 30, 26 | +4 | 0.02% |
| Integrated Wealth Concepts LLC | 1.23K | Jun 30, 26 | +1.23K | 0.02% |
| Aptus Capital Advisors, LLC | 1.00K | Jun 30, 26 | +1.00K | 0.01% |
| OSAIC HOLDINGS, INC. | 655 | Jun 30, 26 | +100 | 0.01% |
| Crews Bank & Trust | 325 | Jun 30, 26 | -- | 0.00% |
| UBS Group AG | 317 | Jun 30, 26 | +317 | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 130 | Jun 30, 26 | +130 | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -48.09K | -- |
| CWM, LLC | 1.08K | Mar 31, 26 | -- | 0.02% |
