| JANE STREET GROUP, LLC | 235.23K | Jun 30, 26 | +192.96K | 14.68% |
| Old Port Advisors | 156.02K | Jun 30, 26 | +2.94K | 9.74% |
| Principia Wealth Advisory, LLC | 154.16K | Jun 30, 26 | +154.16K | 9.62% |
| MORGAN STANLEY | 125.27K | Jun 30, 26 | +125.27K | 7.82% |
| OLD MISSION CAPITAL LLC | 112.23K | Jun 30, 26 | +87.61K | 7.01% |
| FLAGSHIP HARBOR ADVISORS, LLC | 96.03K | Jun 30, 26 | +9.52K | 5.99% |
| RAYMOND JAMES FINANCIAL INC | 82.84K | Jun 30, 26 | +1.19K | 5.17% |
| BANK OF AMERICA CORP /DE/ | 68.14K | Jun 30, 26 | -12.94K | 4.25% |
| SIMON QUICK ADVISORS, LLC | 66.89K | Jun 30, 26 | -647 | 4.18% |
| MML INVESTORS SERVICES, LLC | 65.96K | Jun 30, 26 | +25.36K | 4.12% |
| Janney Montgomery Scott LLC | 45.30K | Jun 30, 26 | -406 | 2.83% |
| Independent Advisor Alliance | 37.40K | Jun 30, 26 | +1.50K | 2.33% |
| Lifetime Wealth Management P.C. | 33.98K | Jun 30, 26 | +33.98K | 2.12% |
| Baker Ellis Asset Management LLC | 28.90K | Jun 30, 26 | +175 | 1.80% |
| Total Clarity Wealth Management, Inc. | 23.23K | Jun 30, 26 | +87 | 1.45% |
| Comprehensive Money Management Services LLC | 22.92K | Jun 30, 26 | +5.59K | 1.43% |
| FRANKLIN RESOURCES INC | 21.42K | Jun 30, 26 | -- | 1.34% |
| LAZARD ASSET MANAGEMENT LLC | 20.23K | Jun 30, 26 | +4.70K | 1.26% |
| Yoffe Investment Management, LLC | 16.70K | Jun 30, 26 | -- | 1.04% |
| Quantinno Capital Management LP | 13.93K | Jun 30, 26 | -15 | 0.87% |
| LPL Financial LLC | 11.82K | Jun 30, 26 | -2.81K | 0.74% |
| Rockefeller Capital Management L.P. | 11.77K | Jun 30, 26 | +11.73K | 0.73% |
| Focus Financial Network, Inc. | 10.80K | Jun 30, 26 | +10.80K | 0.67% |
| Pekin Hardy Strauss, Inc. | 10.55K | Jun 30, 26 | +10.55K | 0.66% |
| Bank of New York Mellon Corp | 10.32K | Jun 30, 26 | -- | 0.64% |
| Brinker Capital Investments, LLC | 9.95K | Jun 30, 26 | -486 | 0.62% |
| GOLDMAN SACHS GROUP INC | 9.56K | Jun 30, 26 | +9.56K | 0.60% |
| WealthShield Partners, LLC | 9.39K | Jun 30, 26 | +891 | 0.59% |
| JPMORGAN CHASE & CO | 2.40K | Jun 30, 26 | +2.40K | 0.15% |
| Farther Finance Advisors, LLC | 1.77K | Jun 30, 26 | -310 | 0.11% |
| SHP Wealth Management | 546 | Jun 30, 26 | -- | 0.03% |
| Redwood Park Advisors LLC | 367 | Jun 30, 26 | -- | 0.02% |
| Silver Grove Financial Group, Inc. | 352 | Jun 30, 26 | +352 | 0.02% |
| PRIVATE TRUST CO NA | 339 | Jun 30, 26 | +7 | 0.02% |
| NATIONAL BANK OF CANADA /FI/ | 296 | Jun 30, 26 | -- | 0.02% |
| HARBOUR INVESTMENTS, INC. | 200 | Jun 30, 26 | -- | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 117 | Jun 30, 26 | +117 | 0.01% |
| Wealthspire Advisors, LLC | -- | Jun 30, 26 | -8.03K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -500 | -- |
| Procyon Advisors, LLC | -- | Jun 30, 26 | -13.00K | -- |
| EverSource Wealth Advisors, LLC | -- | Jun 30, 26 | -3.19K | -- |
| Proquility Private Wealth Partners, LLC | 80.75K | Mar 31, 25 | +80.75K | 5.04% |
| RAYMOND JAMES & ASSOCIATES | -- | Sep 30, 24 | -14.88K | -- |