| AMERICAN CENTURY COMPANIES INC | 803.10K | Sep 30, 26 | +93.63K | 23.69% |
| Bank of New York Mellon Corp | 312.72K | Sep 30, 26 | +30.50K | 9.22% |
| ERn Financial, LLC | 110.89K | Sep 30, 26 | +39.88K | 3.27% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 56.88K | Sep 30, 26 | +3.11K | 1.68% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 48.64K | Sep 30, 26 | -580 | 1.43% |
| COMMONWEALTH EQUITY SERVICES, LLC | 48.42K | Sep 30, 26 | -538 | 1.43% |
| Networth Advisors, LLC | 39.61K | Sep 30, 26 | +410 | 1.17% |
| Slagle Financial, LLC | 36.75K | Sep 30, 26 | +471 | 1.08% |
| AE Wealth Management LLC | 31.71K | Sep 30, 26 | +3.51K | 0.94% |
| TRUIST FINANCIAL CORP | 23.83K | Sep 30, 26 | -1.55K | 0.70% |
| Prosperity Financial Group, Inc. | 23.09K | Sep 30, 26 | -853 | 0.68% |
| OSAIC HOLDINGS, INC. | 22.26K | Sep 30, 26 | -650 | 0.66% |
| STIFEL FINANCIAL CORP | 21.38K | Sep 30, 26 | -804 | 0.63% |
| Cambridge Investment Research Advisors, Inc. | 20.57K | Sep 30, 26 | -4.33K | 0.61% |
| HighTower Advisors, LLC | 14.92K | Sep 30, 26 | -710 | 0.44% |
| LPL Financial LLC | 14.36K | Sep 30, 26 | -1.64K | 0.42% |
| Kestra Advisory Services, LLC | 4.18K | Sep 30, 26 | +1.96K | 0.12% |
| Hershey Financial Advisers, LLC | 4.00K | Sep 30, 26 | +4.00K | 0.12% |
| Joseph P. Lucia & Associates, LLC | 3.29K | Sep 30, 26 | -2 | 0.10% |
| KEYBANK NATIONAL ASSOCIATION/OH | 2.59K | Sep 30, 26 | -312 | 0.08% |
| PNC FINANCIAL SERVICES GROUP, INC. | 1.74K | Sep 30, 26 | -- | 0.05% |
| Crestwood Advisors Group, LLC | 1.73K | Sep 30, 26 | -- | 0.05% |
| FSA Advisors, Inc. | 1.73K | Sep 30, 26 | +204 | 0.05% |
| J.W. COLE ADVISORS, INC. | 1.71K | Sep 30, 26 | +40 | 0.05% |
| Pine Valley Investments Ltd Liability Co | 1.59K | Sep 30, 26 | -35 | 0.05% |
| OneDigital Investment Advisors LLC | 1.59K | Sep 30, 26 | -1.19K | 0.05% |
| Lloyd Advisory Services, LLC. | 1.19K | Sep 30, 26 | -166 | 0.04% |
| FMR LLC | 916 | Sep 30, 26 | +11 | 0.03% |
| LANARK FINANCIAL, INC. | 823 | Sep 30, 26 | +34 | 0.02% |
| Kingdom Financial Group LLC. | 128 | Sep 30, 26 | -- | 0.00% |
| BOLTON SECURITIES CORPORATION | 124 | Sep 30, 26 | +7 | 0.00% |
| JPMORGAN CHASE & CO | 115 | Sep 30, 26 | -30 | 0.00% |
| Godfrey Financial Associates, Inc. | 80 | Sep 30, 26 | -- | 0.00% |
| HUNTINGTON NATIONAL BANK | 77 | Sep 30, 26 | +77 | 0.00% |
| Global Retirement Partners, LLC | 51 | Sep 30, 26 | -- | 0.00% |
| Quest 10 Wealth Builders, Inc. | 16 | Sep 30, 26 | -- | 0.00% |
| UBS Group AG | -- | Sep 30, 26 | -63 | -- |
| Institute for Wealth Management, LLC. | -- | Sep 30, 26 | -10 | -- |
| Key Capital Management, INC | -- | Sep 30, 26 | -34 | -- |
| Geneos Wealth Management Inc. | -- | Sep 30, 26 | -4.86K | -- |
| AMERICAN CENTURY COMPANIES INC | 709.48K | Jun 30, 26 | +107.21K | 20.93% |
| ENVESTNET ASSET MANAGEMENT INC | 492.73K | Jun 30, 26 | +2.00K | 14.54% |
| Stratos Wealth Advisors, LLC | 68.17K | Jun 30, 26 | +269 | 2.01% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 53.77K | Jun 30, 26 | +1.33K | 1.59% |
| Slagle Financial, LLC | 36.28K | Jun 30, 26 | +8.46K | 1.07% |
| AE Wealth Management LLC | 28.20K | Jun 30, 26 | +4.44K | 0.83% |
| OSAIC HOLDINGS, INC. | 22.91K | Jun 30, 26 | +19.49K | 0.68% |
| STIFEL FINANCIAL CORP | 22.18K | Jun 30, 26 | -485 | 0.65% |
| TWO SIGMA INVESTMENTS, LP | 19.20K | Jun 30, 26 | +19.20K | 0.57% |
| Kingsview Wealth Management, LLC | 11.43K | Jun 30, 26 | +8.02K | 0.34% |
| BANK OF AMERICA CORP /DE/ | 10.95K | Jun 30, 26 | +4.43K | 0.32% |
| Cetera Investment Advisers | 6.60K | Jun 30, 26 | -328 | 0.19% |
| Strategies Wealth Advisors, LLC | 6.22K | Jun 30, 26 | -- | 0.18% |
| Owen LaRue, LLC | 5.82K | Jun 30, 26 | -35 | 0.17% |
| MML INVESTORS SERVICES, LLC | 4.39K | Jun 30, 26 | +414 | 0.13% |
| Jaffetilchin Investment Partners, LLC | 3.40K | Jun 30, 26 | -- | 0.10% |
| FAS Wealth Partners, Inc. | 1.31K | Jun 30, 26 | +1.31K | 0.04% |
| FIDUCIARY FINANCIAL ADVISORS | 1.27K | Jun 30, 26 | +1.27K | 0.04% |
| MORGAN STANLEY | 998 | Jun 30, 26 | -- | 0.03% |
| MERCER GLOBAL ADVISORS INC /ADV | 368 | Jun 30, 26 | +368 | 0.01% |
| JPMORGAN CHASE & CO | 145 | Jun 30, 26 | -2.06K | 0.00% |
| UBS Group AG | 63 | Jun 30, 26 | +19 | 0.00% |
| WELLS FARGO & COMPANY/MN | 54 | Jun 30, 26 | +54 | 0.00% |
| Truvestments Capital LLC | 36 | Jun 30, 26 | -- | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 23 | Jun 30, 26 | -- | 0.00% |
| VANGUARD ADVISERS INC | 19 | Jun 30, 26 | -7 | 0.00% |
| TWIN PEAKS WEALTH ADVISORS, LLC | -- | Jun 30, 26 | -54 | -- |
| GOLDMAN SACHS GROUP INC | -- | Jun 30, 26 | -4.53K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -1.80K | -- |
| GLENMEDE TRUST CO NA | -- | Jun 30, 26 | -113 | -- |
| CWM, LLC | 150 | Mar 31, 26 | -- | 0.00% |
| Sunbelt Securities, Inc. | 80 | Mar 31, 26 | +13 | 0.00% |
| High Falls Advisors, Inc | -- | Dec 31, 25 | -2.65K | -- |
| Apexium Financial, LP | 41.97K | Sep 30, 25 | +5.36K | 1.24% |
| VitalStone Financial, LLC | 68 | Sep 30, 24 | +5 | 0.00% |
| Cetera Advisor Networks LLC | 4.55K | Mar 31, 24 | -400 | 0.13% |
| B. Riley Wealth Management, Inc. | -- | Jun 30, 22 | -6.89K | -- |
| Winslow, Evans & Crocker, Inc. | 480 | Dec 31, 20 | +480 | 0.01% |
