| LPL Financial LLC | 331.39K | Sep 30, 26 | +73.86K | 21.38% |
| Occidental Asset Management, LLC | 190.27K | Sep 30, 26 | +13.34K | 12.28% |
| UBS Group AG | 134.89K | Sep 30, 26 | +4.24K | 8.70% |
| GREAT VALLEY ADVISOR GROUP, INC. | 48.55K | Sep 30, 26 | +48.55K | 3.13% |
| Kestra Advisory Services, LLC | 35.38K | Sep 30, 26 | +2.50K | 2.28% |
| AE Wealth Management LLC | 20.14K | Sep 30, 26 | +1.99K | 1.30% |
| VestGen Advisors, LLC | 9.90K | Sep 30, 26 | -511 | 0.64% |
| Rockefeller Capital Management L.P. | 9.89K | Sep 30, 26 | -202 | 0.64% |
| JONES FINANCIAL COMPANIES LLLP | 9.67K | Sep 30, 26 | -916 | 0.62% |
| NewSquare Capital LLC | 8.58K | Sep 30, 26 | +116 | 0.55% |
| Cetera Investment Advisers | 8.32K | Sep 30, 26 | +8.32K | 0.54% |
| FLOW TRADERS U.S. LLC | 7.85K | Sep 30, 26 | +4.61K | 0.51% |
| Schwallier Wealth Management LLC | 3.73K | Sep 30, 26 | -512 | 0.24% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 3.27K | Sep 30, 26 | -82 | 0.21% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.32K | Sep 30, 26 | +1.32K | 0.09% |
| Frazier Financial Advisors, LLC | 1.08K | Sep 30, 26 | -- | 0.07% |
| FIFTH THIRD BANCORP | 763 | Sep 30, 26 | -- | 0.05% |
| NewEdge Advisors, LLC | 750 | Sep 30, 26 | -- | 0.05% |
| Aptus Capital Advisors, LLC | 475 | Sep 30, 26 | -- | 0.03% |
| Nuveen, LLC | 147 | Sep 30, 26 | +147 | 0.01% |
| EverSource Wealth Advisors, LLC | 62 | Sep 30, 26 | +1 | 0.00% |
| Parallel Advisors, LLC | 52 | Sep 30, 26 | -- | 0.00% |
| MCDONALD PARTNERS LLC | 28 | Sep 30, 26 | -33 | 0.00% |
| OSAIC HOLDINGS, INC. | 28 | Sep 30, 26 | -709 | 0.00% |
| DHJJ Financial Advisors, Ltd. | 5 | Sep 30, 26 | -- | 0.00% |
| Kingdom Financial Group LLC. | 5 | Sep 30, 26 | +5 | 0.00% |
| Collaborative Wealth Managment Inc. | -- | Sep 30, 26 | -3.10K | -- |
| FMR LLC | -- | Sep 30, 26 | -1 | -- |
| Forum Finance Group S.A. | -- | Sep 30, 26 | -3.74K | -- |
| JANE STREET GROUP, LLC | -- | Sep 30, 26 | -26.84K | -- |
| Belpointe Asset Management LLC | -- | Sep 30, 26 | -10.68K | -- |
| Integrated Wealth Concepts LLC | 220.92K | Jun 30, 26 | +3.94K | 14.25% |
| Anderson Financial Strategies, LLC | 65.62K | Jun 30, 26 | +4.94K | 4.23% |
| Talisman Wealth Advisors LLC | 22.17K | Jun 30, 26 | +22.17K | 1.43% |
| AE Wealth Management LLC | 18.15K | Jun 30, 26 | -6.31K | 1.17% |
| Rockefeller Capital Management L.P. | 10.10K | Jun 30, 26 | -439 | 0.65% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7.81K | Jun 30, 26 | -- | 0.50% |
| ENVESTNET ASSET MANAGEMENT INC | 7.34K | Jun 30, 26 | -96 | 0.47% |
| FLOW TRADERS U.S. LLC | 3.25K | Jun 30, 26 | +104 | 0.21% |
| ROYAL BANK OF CANADA | 1.65K | Jun 30, 26 | -- | 0.11% |
| NewEdge Advisors, LLC | 750 | Jun 30, 26 | -- | 0.05% |
| OSAIC HOLDINGS, INC. | 737 | Jun 30, 26 | +709 | 0.05% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | -- | Jun 30, 26 | -475 | -- |
| VANGUARD ADVISERS INC | -- | Jun 30, 26 | -16 | -- |
| Cetera Investment Advisers | -- | Jun 30, 26 | -3.30K | -- |
| CWM, LLC | 43 | Mar 31, 26 | -- | 0.00% |
| COMERICA BANK | 763 | Dec 31, 25 | -- | 0.05% |
| Good Life Advisors, LLC | 101.49K | Jun 30, 25 | +13.43K | 6.55% |
| Capital A Wealth Management, LLC | 239 | Jun 30, 25 | +239 | 0.02% |
| Cetera Advisors LLC | 3.78K | Mar 31, 24 | -1.62K | 0.24% |
| New Century Advisors, LLC | 21.93K | Sep 30, 22 | -- | 1.41% |
| ACG Wealth | -- | Sep 30, 22 | -375 | -- |
| B. Riley Wealth Management, Inc. | -- | Jun 30, 22 | -3.21K | -- |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | -- | Dec 31, 19 | -125 | -- |
| Virtu KCG Holdings LLC | 34.78K | Jun 30, 17 | -2.64K | 2.24% |
| CITY NATIONAL BANK | 3.27K | Sep 30, 15 | -3.21K | 0.21% |
| MANAGED ACCOUNT ADVISORS LLC | 2.29K | Jun 30, 15 | +853 | 0.15% |
| BAIRD ROBERT W & CO INC /WI/ | 12.70K | Mar 31, 15 | +1.59K | 0.82% |
| NEW ENGLAND SECURITIES CORP /MA/ | -- | Dec 31, 14 | -45 | -- |
| UBS AG | 99.37K | Sep 30, 14 | +16.35K | 6.41% |
| Long Wharf Investors, Inc. | 6.68K | Jun 30, 14 | +335 | 0.43% |
| Jane Street Holding, LLC | 42.88K | Dec 31, 13 | +36.99K | 2.77% |
| KNIGHT CAPITAL GROUP LLC | 44.84K | Jun 30, 13 | -1.54K | 2.89% |
