| Reflection Asset Management | -- | Mar 31, 26 | -886 | -- |
| McIlrath & Eck, LLC | -- | Mar 31, 26 | -125 | -- |
| AllSquare Wealth Management LLC | 6.08K | Sep 30, 25 | -- | 0.04% |
| AVANTAX ADVISORY SERVICES, INC. | 4.39K | Jun 30, 25 | -1.75K | 0.03% |
| Sandy Spring Bank | 229 | Mar 31, 25 | -- | 0.00% |
| AlphaMark Advisors, LLC | 725 | Dec 31, 24 | -- | 0.00% |
| WR Wealth Planners, LLC | 8 | Dec 31, 24 | -- | 0.00% |
| Sugarloaf Wealth Management, LLC | -- | Dec 31, 24 | -1 | -- |
| Raymond James Financial Services Advisors, Inc. | 57.66K | Sep 30, 24 | -7.13K | 0.39% |
| RAYMOND JAMES & ASSOCIATES | 45.56K | Sep 30, 24 | -1.46K | 0.30% |
| FinTrust Capital Advisors, LLC | 669 | Sep 30, 24 | -- | 0.00% |
| BlackRock Inc. | 5.70K | Jun 30, 24 | +5.70K | 0.04% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 965 | Jun 30, 24 | +2 | 0.01% |
| JANICZEK WEALTH MANAGEMENT, LLC | 300 | Jun 30, 24 | -- | 0.00% |
| Cetera Advisor Networks LLC | 95.22K | Mar 31, 24 | -7.31K | 0.64% |
| Cetera Advisors LLC | 30.22K | Mar 31, 24 | +8.89K | 0.20% |
| Simplicity Solutions, LLC | 22.31K | Dec 31, 23 | -879 | 0.15% |
| WEALTHSOURCE PARTNERS, LLC | 17.50K | Dec 31, 23 | -225 | 0.12% |
| Sutton Wealth Advisors Inc. | 2.30K | Sep 30, 23 | -- | 0.02% |
| KENFARB & CO. | 900 | Sep 30, 23 | -- | 0.01% |
| V Wealth Advisors LLC | -- | Sep 30, 23 | -10.50K | -- |
| Financial Architects, Inc | 41.19K | Jun 30, 23 | -8.84K | 0.28% |
| First Command Financial Services, Inc. | 2.57K | Jun 30, 23 | -- | 0.02% |
| First Command Bank | 2.57K | Jun 30, 23 | -- | 0.02% |
| TimeScale Financial, Inc. | 43 | Jun 30, 23 | -- | 0.00% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 202 | Dec 31, 22 | -- | 0.00% |
| American Portfolios Advisors | 10.95K | Sep 30, 22 | +2 | 0.07% |
| Bell Rock Capital LLC | 10.69K | Sep 30, 22 | +10.69K | 0.07% |
| Strategic Asset Management, LLC | 2.88K | Sep 30, 22 | -- | 0.02% |
| WIPFLI FINANCIAL ADVISORS LLC, | 100 | Sep 30, 22 | +100 | 0.00% |
| FourThought Financial, LLC | 10 | Sep 30, 22 | -- | 0.00% |
| Cordasco Financial Network | 2.08K | Jun 30, 22 | -14 | 0.01% |
| NEXT Financial Group, Inc | 8.12K | Dec 31, 21 | -249 | 0.05% |
| Carroll Financial Associates, Inc. | 1.10K | Dec 31, 21 | -- | 0.01% |
| Homrich & Berg | 13.16K | Sep 30, 21 | +27 | 0.09% |
| PROFESSIONAL PLANNING | 7.83K | Sep 30, 21 | +220 | 0.05% |
| Allegiant Private Advisors, LLC | 7.91K | Jun 30, 21 | +7.91K | 0.05% |
| First Allied Advisory Services, Inc. | 17.00K | Sep 30, 20 | +2 | 0.11% |
| Wealthspire Advisors, L.P. | 8.98K | Sep 30, 20 | +8.98K | 0.06% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 37.06K | Dec 31, 19 | +2.56K | 0.25% |
| Advisor Group, Inc. | 6.45K | Dec 31, 19 | +242 | 0.04% |