| LPL Financial LLC | 1.91M | Sep 30, 26 | -550.89K | 8.09% |
| MORGAN STANLEY | 879.64K | Sep 30, 26 | +8.24K | 3.73% |
| UBS Group AG | 709.65K | Sep 30, 26 | +23.81K | 3.01% |
| Convergence Financial, LLC | 349.25K | Sep 30, 26 | -331.38K | 1.48% |
| Private Advisor Group, LLC | 98.61K | Sep 30, 26 | +5.27K | 0.42% |
| JANE STREET GROUP, LLC | 75.47K | Sep 30, 26 | +36.85K | 0.32% |
| Pine Valley Investments Ltd Liability Co | 66.37K | Sep 30, 26 | -1.61K | 0.28% |
| RAYMOND JAMES FINANCIAL INC | 62.13K | Sep 30, 26 | -4.09K | 0.26% |
| Cetera Investment Advisers | 37.22K | Sep 30, 26 | +600 | 0.16% |
| Focus Partners Wealth | 36.38K | Sep 30, 26 | +1.81K | 0.15% |
| FIRST FOUNDATION ADVISORS | 30.90K | Sep 30, 26 | -4.48K | 0.13% |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 29.83K | Sep 30, 26 | -3.09K | 0.13% |
| Cambridge Investment Research Advisors, Inc. | 24.21K | Sep 30, 26 | -1.71K | 0.10% |
| HBK Sorce Advisory LLC | 23.69K | Sep 30, 26 | -- | 0.10% |
| OSAIC HOLDINGS, INC. | 22.17K | Sep 30, 26 | -11.36K | 0.09% |
| Walkner Condon Financial Advisors LLC | 22.12K | Sep 30, 26 | -765 | 0.09% |
| NorthRock Partners, LLC | 15.40K | Sep 30, 26 | -- | 0.07% |
| COMMONWEALTH EQUITY SERVICES, LLC | 13.04K | Sep 30, 26 | -47.38K | 0.06% |
| OneDigital Investment Advisors LLC | 12.70K | Sep 30, 26 | -415 | 0.05% |
| JPMORGAN CHASE & CO | 10.95K | Sep 30, 26 | -2.93K | 0.05% |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 6.89K | Sep 30, 26 | -- | 0.03% |
| Global Retirement Partners, LLC | 5.39K | Sep 30, 26 | -- | 0.02% |
| Westside Investment Management, Inc. | 4.00K | Sep 30, 26 | -- | 0.02% |
| SouthState Bank Corp | 2.30K | Sep 30, 26 | +494 | 0.01% |
| William Mack & Associates, Inc. | 2.09K | Sep 30, 26 | +2.09K | 0.01% |
| Steward Partners Investment Advisory, LLC | 1.68K | Sep 30, 26 | -- | 0.01% |
| FIFTH THIRD BANCORP | 916 | Sep 30, 26 | -- | 0.00% |
| Glass Jacobson Investment Advisors llc | 776 | Sep 30, 26 | -- | 0.00% |
| HARBOUR INVESTMENTS, INC. | 763 | Sep 30, 26 | -- | 0.00% |
| FMR LLC | 525 | Sep 30, 26 | +375 | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 215 | Sep 30, 26 | +215 | 0.00% |
| WPG Advisers, LLC | 84 | Sep 30, 26 | -- | 0.00% |
| Qube Research & Technologies Ltd | 43 | Sep 30, 26 | -- | 0.00% |
| Synergy Investment Management, LLC | -- | Sep 30, 26 | -2.54K | -- |
| IFP Advisors, Inc | -- | Sep 30, 26 | -15 | -- |
| Advisory Services Network, LLC | -- | Sep 30, 26 | -10.03K | -- |
| AMERIPRISE FINANCIAL INC | 6.25M | Jun 30, 26 | -4.32K | 26.52% |
| BANK OF AMERICA CORP /DE/ | 922.61K | Jun 30, 26 | -310.93K | 3.92% |
| MORGAN STANLEY | 871.40K | Jun 30, 26 | -17.33K | 3.70% |
| WELLS FARGO & COMPANY/MN | 829.61K | Jun 30, 26 | +34.40K | 3.52% |
| ROYAL BANK OF CANADA | 356.84K | Jun 30, 26 | +121.65K | 1.51% |
| CITADEL ADVISORS LLC | 113.88K | Jun 30, 26 | -461.63K | 0.48% |
| New Insight Wealth Advisors | 79.84K | Jun 30, 26 | -5.20K | 0.34% |
| Millington Financial Advisors, LLC | 74.23K | Jun 30, 26 | +5.33K | 0.32% |
| RAYMOND JAMES FINANCIAL INC | 66.22K | Jun 30, 26 | +7.20K | 0.28% |
| Cetera Investment Advisers | 36.62K | Jun 30, 26 | -6.75K | 0.16% |
| OSAIC HOLDINGS, INC. | 33.53K | Jun 30, 26 | +730 | 0.14% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22.29K | Jun 30, 26 | -169.74K | 0.09% |
| Waverly Advisors, LLC | 14.45K | Jun 30, 26 | -300 | 0.06% |
| JPMORGAN CHASE & CO | 13.88K | Jun 30, 26 | +2.53K | 0.06% |
| 5T Wealth, LLC | 13.49K | Jun 30, 26 | +2.53K | 0.06% |
| ENVESTNET ASSET MANAGEMENT INC | 11.49K | Jun 30, 26 | -2.37K | 0.05% |
| Advisory Services Network, LLC | 10.03K | Jun 30, 26 | -1.12K | 0.04% |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 6.89K | Jun 30, 26 | -- | 0.03% |
| MERCER GLOBAL ADVISORS INC /ADV | 776 | Jun 30, 26 | +776 | 0.00% |
| Qube Research & Technologies Ltd | 43 | Jun 30, 26 | +43 | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | -- | Jun 30, 26 | -542 | -- |
| MORA Capital Management LLC | -- | Jun 30, 26 | -2.50K | -- |
| Sunbelt Securities, Inc. | 1.17K | Mar 31, 26 | +5 | 0.00% |
| CWM, LLC | 573 | Mar 31, 26 | -- | 0.00% |
| COMERICA BANK | 916 | Dec 31, 25 | -- | 0.00% |
| Atria Wealth Solutions, Inc. | 15.17K | Jun 30, 25 | -655 | 0.06% |
| Householder Group Estate & Retirement Specialist, LLC | -- | Dec 31, 24 | -250 | -- |
| Raymond James Financial Services Advisors, Inc. | 36.24K | Sep 30, 24 | +151 | 0.15% |
| GYL FINANCIAL SYNERGIES, LLC | 35.32K | Sep 30, 24 | +27 | 0.15% |
| RAYMOND JAMES & ASSOCIATES | -- | Sep 30, 24 | -54.65K | -- |
| Cetera Advisor Networks LLC | 96.57K | Mar 31, 24 | -22.33K | 0.41% |
| COLONY GROUP LLC | 45.54K | Sep 30, 23 | -2.36K | 0.19% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | -- | Sep 30, 22 | -16.26K | -- |
| BIVIN & ASSOCIATES, INC. | 900 | Jun 30, 22 | -55.73K | 0.00% |
| Ameritas Investment Company, LLC | 466.43K | Sep 30, 21 | +408.94K | 1.98% |
| Legacy Wealth Partners, Inc. | 340.38K | Jun 30, 21 | +10.35K | 1.44% |
| 20/20 Capital Management, Inc. | 12.79K | Jun 30, 21 | -113 | 0.05% |
| Winslow, Evans & Crocker, Inc. | 1.20K | Dec 31, 20 | +1.20K | 0.01% |
| Advisor Group, Inc. | 99.43K | Dec 31, 19 | +69.60K | 0.42% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 33.58K | Dec 31, 19 | -- | 0.14% |
