| COMPASS FINANCIAL MANAGEMENT LLC | 66.41K | Jun 30, 26 | +66.41K | 19.35% |
| NAPLES GLOBAL ADVISORS, LLC | 63.01K | Jun 30, 26 | +4.74K | 18.36% |
| GeoWealth Management, LLC | 45.01K | Jun 30, 26 | +16.79K | 13.12% |
| NI ACQUISITIONS COMPANY, LLC | 32.53K | Jun 30, 26 | +32.53K | 9.48% |
| Cambridge Investment Research Advisors, Inc. | 29.81K | Jun 30, 26 | +3.96K | 8.69% |
| COMMONWEALTH EQUITY SERVICES, LLC | 28.42K | Jun 30, 26 | +28.42K | 8.28% |
| ADVISOR GROUP HOLDINGS, INC. | 25.78K | Jun 30, 26 | +4.73K | 7.51% |
| ENVESTNET ASSET MANAGEMENT INC | 22.68K | Jun 30, 26 | +6.49K | 6.61% |
| MML INVESTORS SERVICES, LLC | 20.98K | Jun 30, 26 | +8.30K | 6.11% |
| Treasure Coast Financial Planning | 20.94K | Jun 30, 26 | -530 | 6.10% |
| Resources Investment Advisors, LLC. | 13.89K | Jun 30, 26 | -164 | 4.05% |
| Cetera Investment Advisers | 10.45K | Jun 30, 26 | +10.45K | 3.04% |
| JANE STREET GROUP, LLC | 7.04K | Jun 30, 26 | -46.67K | 2.05% |
| OLD MISSION CAPITAL LLC | 5.92K | Jun 30, 26 | -35.10K | 1.73% |
| Stonebridge Financial Planning Group, LLC | 4.65K | Jun 30, 26 | +4.65K | 1.36% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 384 | Jun 30, 26 | -- | 0.11% |
| ASSETMARK, INC | 328 | Jun 30, 26 | -- | 0.10% |
| Institute for Wealth Management, LLC. | 26 | Jun 30, 26 | +26 | 0.01% |
| Integrated Wealth Concepts LLC | 3 | Jun 30, 26 | +3 | 0.00% |
| UBS Group AG | -- | Jun 30, 26 | -122 | -- |