| SilverOak Wealth Management LLC | 533.13K | Sep 30, 26 | +267.87K | 6.23% |
| MORGAN STANLEY | 2.29M | Jun 30, 26 | +115.06K | 26.76% |
| BENJAMIN EDWARDS INC | 932.85K | Jun 30, 26 | -30.04K | 10.91% |
| WELLS FARGO & COMPANY/MN | 211.55K | Jun 30, 26 | +15.31K | 2.47% |
| OSAIC HOLDINGS, INC. | 93.71K | Jun 30, 26 | +5.06K | 1.10% |
| ENVESTNET ASSET MANAGEMENT INC | 78.98K | Jun 30, 26 | -10.57K | 0.92% |
| STIFEL FINANCIAL CORP | 67.58K | Jun 30, 26 | +933 | 0.79% |
| RAYMOND JAMES FINANCIAL INC | 38.82K | Jun 30, 26 | -10.13K | 0.45% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 37.41K | Jun 30, 26 | -6.19K | 0.44% |
| LPL Financial LLC | 28.92K | Jun 30, 26 | -3.72K | 0.34% |
| Cambridge Investment Research Advisors, Inc. | 11.67K | Jun 30, 26 | -2.28K | 0.14% |
| ROYAL BANK OF CANADA | 11.02K | Jun 30, 26 | -- | 0.13% |
| Merit Financial Group, LLC | 9.44K | Jun 30, 26 | +9.44K | 0.11% |
| Equitable Holdings, Inc. | 7.90K | Jun 30, 26 | +296 | 0.09% |
| NewEdge Advisors, LLC | 4.27K | Jun 30, 26 | +4.27K | 0.05% |
| Godfrey Financial Associates, Inc. | 1.25K | Jun 30, 26 | -- | 0.01% |
| JONES FINANCIAL COMPANIES LLLP | 529 | Jun 30, 26 | +529 | 0.01% |
| FIFTH THIRD BANCORP | 150 | Jun 30, 26 | -- | 0.00% |
| GOLDMAN SACHS GROUP INC | -- | Jun 30, 26 | -59.77K | -- |
| 1620 INVESTMENT ADVISORS, INC. | -- | Jun 30, 26 | -485 | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -76.13K | -- |
| CAPTRUST FINANCIAL ADVISORS | -- | Jun 30, 26 | -5.94K | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -23.13K | -- |
| UBS Group AG | -- | Jun 30, 26 | -123 | -- |
| CWM, LLC | 4.59K | Mar 31, 26 | +43 | 0.05% |
| COMERICA BANK | 150 | Dec 31, 25 | +51 | 0.00% |
