| HighTower Advisors, LLC | 182.92K | Jun 30, 26 | +9.65K | 10.74% |
| Cambridge Investment Research Advisors, Inc. | 84.91K | Jun 30, 26 | -3.29K | 4.98% |
| HARBOUR INVESTMENTS, INC. | 63.45K | Jun 30, 26 | +2.86K | 3.73% |
| Kestra Advisory Services, LLC | 35.99K | Jun 30, 26 | +522 | 2.11% |
| Old Port Advisors | 28.91K | Jun 30, 26 | -175 | 1.70% |
| Geneos Wealth Management Inc. | 25.25K | Jun 30, 26 | -1.93K | 1.48% |
| MORGAN STANLEY | 22.23K | Jun 30, 26 | -1.51K | 1.31% |
| BANK OF MONTREAL /CAN/ | 21.32K | Jun 30, 26 | +33 | 1.25% |
| Berkeley, Inc | 17.66K | Jun 30, 26 | -- | 1.04% |
| Sanctuary Advisors, LLC | 12.07K | Jun 30, 26 | +45 | 0.71% |
| Cetera Investment Advisers | 10.94K | Jun 30, 26 | -372 | 0.64% |
| Southland Equity Partners LLC | 10.54K | Jun 30, 26 | -20 | 0.62% |
| FLOW TRADERS U.S. LLC | 10.24K | Jun 30, 26 | -62.91K | 0.60% |
| Valmark Advisers, Inc. | 9.56K | Jun 30, 26 | -- | 0.56% |
| CAPITAL MANAGEMENT CORP /VA | 9.45K | Jun 30, 26 | -- | 0.55% |
| JANE STREET GROUP, LLC | 9.22K | Jun 30, 26 | -17.98K | 0.54% |
| Integrated Wealth Concepts LLC | 9.18K | Jun 30, 26 | -2 | 0.54% |
| Virtu Financial LLC | 8.76K | Jun 30, 26 | +8.76K | 0.51% |
| BIP Wealth, LLC | 8.75K | Jun 30, 26 | +121 | 0.51% |
| ADVISOR GROUP HOLDINGS, INC. | 8.71K | Jun 30, 26 | -2.69K | 0.51% |
| Forum Finance Group S.A. | 8.38K | Jun 30, 26 | +2.22K | 0.49% |
| ROYAL BANK OF CANADA | 8.07K | Jun 30, 26 | -- | 0.47% |
| Wealthcare Advisory Partners LLC | 6.95K | Jun 30, 26 | -- | 0.41% |
| LPL Financial LLC | 6.22K | Jun 30, 26 | -4.36K | 0.37% |
| BEACON FINANCIAL GROUP | 6.18K | Jun 30, 26 | +4 | 0.36% |
| CITADEL ADVISORS LLC | 6.01K | Jun 30, 26 | +6.01K | 0.35% |
| CITIZENS FINANCIAL GROUP INC/RI | 5.96K | Jun 30, 26 | -- | 0.35% |
| ROTHSCHILD INVESTMENT LLC | 3.70K | Jun 30, 26 | +83 | 0.22% |
| SBI Securities Co., Ltd. | 2.86K | Jun 30, 26 | +1.89K | 0.17% |
| TD Waterhouse Canada Inc. | 2.83K | Jun 30, 26 | +2.83K | 0.17% |
| Federation des caisses Desjardins du Quebec | 1.50K | Jun 30, 26 | -- | 0.09% |
| NewEdge Advisors, LLC | 1.16K | Jun 30, 26 | +1.16K | 0.07% |
| Bernard Wealth Management Corp. | 1.09K | Jun 30, 26 | -- | 0.06% |
| Steward Partners Investment Advisory, LLC | 950 | Jun 30, 26 | -- | 0.06% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 681 | Jun 30, 26 | -- | 0.04% |
| Millstone Evans Group, LLC | 626 | Jun 30, 26 | -- | 0.04% |
| Aptus Capital Advisors, LLC | 559 | Jun 30, 26 | -- | 0.03% |
| North Star Investment Management Corp. | 500 | Jun 30, 26 | -- | 0.03% |
| Glen Eagle Advisors, LLC | 325 | Jun 30, 26 | -- | 0.02% |
| FMR LLC | 3 | Jun 30, 26 | -1 | 0.00% |
| WELLS FARGO & COMPANY/MN | 1 | Jun 30, 26 | -- | 0.00% |
| Mariner, LLC | -- | Jun 30, 26 | -27.46K | -- |
| Colorado Capital Management, Inc. | -- | Jun 30, 26 | -6.25K | -- |
| GUARDIAN WEALTH ADVISORS, LLC / NC | -- | Jun 30, 26 | -559 | -- |
| RAYMOND JAMES & ASSOCIATES | 246.95K | Sep 30, 24 | +10.79K | 14.50% |
| RAYMOND JAMES TRUST N.A. | 30.57K | Sep 30, 24 | -397 | 1.79% |
| Cetera Advisor Networks LLC | 8.15K | Mar 31, 24 | -- | 0.48% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 11.69K | Sep 30, 23 | -1.91K | 0.69% |
| VALLEY FINANCIAL MANAGEMENT, INC. | 433.66K | Jun 30, 23 | +25.63K | 25.46% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 19.86K | Sep 30, 22 | -2.06K | 1.17% |
| NEXT Financial Group, Inc | 2.53K | Dec 31, 21 | -81 | 0.15% |
| Advisor Group, Inc. | 1.43K | Dec 31, 19 | -10 | 0.08% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 150 | Dec 31, 19 | -- | 0.01% |
| BB&T INVESTMENT SERVICES, INC. | 2.25K | Dec 31, 17 | -- | 0.13% |
| Commonwealth Equity Services, Inc | 18.34K | Jun 30, 17 | +1.36K | 1.08% |
| Trutina Financial LLC | 19.46K | Dec 31, 16 | -2.95K | 1.14% |
| Pinnacle Summer Investments, Inc. | -- | Dec 31, 15 | -800 | -- |