| LPL Financial LLC | 57.67K | Sep 30, 26 | +2.68K | 7.69% |
| Clear Point Advisors Inc. | 35.34K | Sep 30, 26 | +35.34K | 4.71% |
| FOUNDERS FINANCIAL SECURITIES LLC | 6.11K | Sep 30, 26 | -47 | 0.81% |
| Cambridge Investment Research Advisors, Inc. | 6.05K | Sep 30, 26 | +1 | 0.81% |
| COMMONWEALTH EQUITY SERVICES, LLC | 5.58K | Sep 30, 26 | -52 | 0.74% |
| Parallel Advisors, LLC | 4.48K | Sep 30, 26 | -- | 0.60% |
| Gilbert Capital Group, Inc. | 4.29K | Sep 30, 26 | -- | 0.57% |
| Milestone Investment Advisors LLC | 1.72K | Sep 30, 26 | -20 | 0.23% |
| Values Added Financial LLC | 1.27K | Sep 30, 26 | -- | 0.17% |
| Transce3nd, LLC | 451 | Sep 30, 26 | +451 | 0.06% |
| Caldwell Trust Co | 395 | Sep 30, 26 | -- | 0.05% |
| Jacobi Capital Management LLC | 150 | Sep 30, 26 | +150 | 0.02% |
| DHJJ Financial Advisors, Ltd. | 21 | Sep 30, 26 | -- | 0.00% |
| Olde Wealth Management, LLC | 32.60K | Jun 30, 26 | -580 | 4.35% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22.64K | Jun 30, 26 | +3.63K | 3.02% |
| MORGAN STANLEY | 13.77K | Jun 30, 26 | -456 | 1.84% |
| ROYAL BANK OF CANADA | 7.86K | Jun 30, 26 | -5.75K | 1.05% |
| SGL Investment Advisors, Inc. | 6.83K | Jun 30, 26 | -118 | 0.91% |
| Horizon Investments, LLC | 6.16K | Jun 30, 26 | -6.41K | 0.82% |
| BANK OF AMERICA CORP /DE/ | 4.67K | Jun 30, 26 | -92 | 0.62% |
| RAYMOND JAMES FINANCIAL INC | 4.40K | Jun 30, 26 | -216 | 0.59% |
| GREAT VALLEY ADVISOR GROUP, INC. | 4.00K | Jun 30, 26 | -- | 0.53% |
| ENVESTNET ASSET MANAGEMENT INC | 3.63K | Jun 30, 26 | -55 | 0.48% |
| Cetera Investment Advisers | 3.55K | Jun 30, 26 | -- | 0.47% |
| FMR LLC | 3.53K | Jun 30, 26 | +1.70K | 0.47% |
| OSAIC HOLDINGS, INC. | 3.46K | Jun 30, 26 | +179 | 0.46% |
| EP Wealth Advisors, LLC | 3.06K | Jun 30, 26 | -- | 0.41% |
| CITADEL ADVISORS LLC | 2.78K | Jun 30, 26 | -10.62K | 0.37% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 2.70K | Jun 30, 26 | -635 | 0.36% |
| Private Advisor Group, LLC | 2.31K | Jun 30, 26 | +2.31K | 0.31% |
| GOLDMAN SACHS GROUP INC | 2.14K | Jun 30, 26 | -- | 0.29% |
| Advisory Services Network, LLC | 2.04K | Jun 30, 26 | +301 | 0.27% |
| HighTower Advisors, LLC | 1.80K | Jun 30, 26 | -- | 0.24% |
| Milestone Investment Advisors LLC | 1.74K | Jun 30, 26 | -20 | 0.23% |
| Empire Financial Management Company, LLC | 1.47K | Jun 30, 26 | -40 | 0.20% |
| Integrated Wealth Concepts LLC | 1.21K | Jun 30, 26 | +1.21K | 0.16% |
| Global Retirement Partners, LLC | 950 | Jun 30, 26 | +950 | 0.13% |
| Ameritas Investment Partners, Inc. | 375 | Jun 30, 26 | -- | 0.05% |
| CVA Family Office, LLC | 225 | Jun 30, 26 | -- | 0.03% |
| Smartleaf Asset Management LLC | 186 | Jun 30, 26 | -- | 0.02% |
| VANGUARD ADVISERS INC | 171 | Jun 30, 26 | -- | 0.02% |
| AE Wealth Management LLC | 115 | Jun 30, 26 | -- | 0.02% |
| JPMORGAN CHASE & CO | 72 | Jun 30, 26 | -- | 0.01% |
| UBS Group AG | 22 | Jun 30, 26 | +22 | 0.00% |
| BESSEMER GROUP INC | 13 | Jun 30, 26 | -- | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4 | Jun 30, 26 | +4 | 0.00% |
| WELLS FARGO & COMPANY/MN | 3 | Jun 30, 26 | +3 | 0.00% |
| Independent Advisor Alliance | -- | Jun 30, 26 | -3.02K | -- |
| Stonebridge Capital Advisors LLC | -- | Jun 30, 26 | -2.28K | -- |
| NORTHERN TRUST CORP | -- | Jun 30, 26 | -10.55K | -- |
| COMERICA BANK | 131 | Dec 31, 25 | -- | 0.02% |
| CROWLEY WEALTH MANAGEMENT, INC. | 250 | Sep 30, 25 | -- | 0.03% |
| Better Money Decisions, LLC | 3.04K | Jun 30, 25 | +8 | 0.41% |
| AVANTAX ADVISORY SERVICES, INC. | 2.02K | Jun 30, 25 | -- | 0.27% |
| First Horizon Advisors, Inc. | 1.02K | Jun 30, 25 | -63 | 0.14% |
| Raymond James Financial Services Advisors, Inc. | 1.61K | Sep 30, 24 | -91 | 0.21% |
| VitalStone Financial, LLC | 71 | Sep 30, 24 | -- | 0.01% |
| Kalos Management, Inc. | -- | Jun 30, 23 | -250 | -- |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 40 | Mar 31, 23 | -602 | 0.01% |
| Momentum Advisors, LLC | 19.17K | Dec 31, 22 | +79 | 2.56% |
| Kore Private Wealth LLC | 3.58K | Sep 30, 22 | -- | 0.48% |
| ACG Wealth | -- | Sep 30, 22 | -650 | -- |
| HC FINANCIAL ADVISORS INC | 1.66K | Jun 30, 22 | -- | 0.22% |
| Carroll Financial Associates, Inc. | 1.51K | Dec 31, 21 | -- | 0.20% |
| Winslow, Evans & Crocker, Inc. | 210 | Dec 31, 20 | +210 | 0.03% |
| LifePlan Financial Group, Inc | -- | Sep 30, 20 | -263 | -- |
| Advisor Group, Inc. | 319 | Dec 31, 19 | -217 | 0.04% |
| Live Your Vision, LLC | 8 | Mar 31, 19 | -- | 0.00% |
