| Bond & Devick Financial Network, Inc. | -- | Sep 30, 26 | -8.46K | -- |
| Cardinal Point Capital Management ULC | -- | Sep 30, 26 | -39.02K | -- |
| CoreCap Advisors, LLC | -- | Sep 30, 26 | -1.26K | -- |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | -- | Sep 30, 26 | -227 | -- |
| Mascoma Wealth Management LLC | -- | Sep 30, 26 | -193 | -- |
| CGC Financial Services, LLC | -- | Sep 30, 26 | -483 | -- |
| SAX WEALTH ADVISORS, LLC | -- | Sep 30, 26 | -8.58K | -- |
| AdvisorNet Financial, Inc | -- | Sep 30, 26 | -100 | -- |
| JANE STREET GROUP, LLC | 12.03K | Jun 30, 26 | +12.03K | 1.45% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12.02K | Jun 30, 26 | +4.45K | 1.45% |
| JPMORGAN CHASE & CO | 11.77K | Jun 30, 26 | +73 | 1.42% |
| OSAIC HOLDINGS, INC. | 9.18K | Jun 30, 26 | +168 | 1.11% |
| Moss Adams Wealth Advisors LLC | 8.56K | Jun 30, 26 | +124 | 1.03% |
| Westmount Partners, LLC | 5.95K | Jun 30, 26 | +57 | 0.72% |
| Steward Partners Investment Advisory, LLC | 5.00K | Jun 30, 26 | -- | 0.60% |
| HARBOUR INVESTMENTS, INC. | 4.80K | Jun 30, 26 | +4.80K | 0.58% |
| Parallel Advisors, LLC | 2.69K | Jun 30, 26 | -- | 0.32% |
| Birchwood Financial Partners, Inc. | 2.65K | Jun 30, 26 | +1.43K | 0.32% |
| Gould Capital, LLC | 1.47K | Jun 30, 26 | +290 | 0.18% |
| BANK OF MONTREAL /CAN/ | 783 | Jun 30, 26 | -- | 0.09% |
| IMA Advisory Services, Inc. | 339 | Jun 30, 26 | +176 | 0.04% |
| MERCER GLOBAL ADVISORS INC /ADV | 69 | Jun 30, 26 | +69 | 0.01% |
| MORGAN STANLEY | 1 | Jun 30, 26 | -- | 0.00% |
| JNBA Financial Advisors | -- | Jun 30, 26 | -64 | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -14.45K | -- |
| Cardinal Point Wealth Management Partners, LLC | 31.34K | Mar 31, 23 | -- | 3.78% |
| REILLY FINANCIAL ADVISORS, LLC | 31 | Dec 31, 21 | -- | 0.00% |