| San Luis Wealth Advisors LLC | 292.51K | Sep 30, 26 | +7.10K | 23.79% |
| Ascentis Independent Advisors | 125.94K | Sep 30, 26 | +125.94K | 10.24% |
| Avestar Capital, LLC | 43.22K | Sep 30, 26 | -101 | 3.52% |
| MONEY CONCEPTS CAPITAL CORP | 21.17K | Sep 30, 26 | +99 | 1.72% |
| WESPAC Advisors, LLC | 16.69K | Sep 30, 26 | +16.69K | 1.36% |
| WEST MICHIGAN ADVISORS, LLC | 16.34K | Sep 30, 26 | +3.69K | 1.33% |
| Belpointe Asset Management LLC | 14.42K | Sep 30, 26 | +3.46K | 1.17% |
| Goldenstone Wealth Management LLC | 14.14K | Sep 30, 26 | +2.34K | 1.15% |
| PATTEN & PATTEN INC/TN | 13.65K | Sep 30, 26 | +13.65K | 1.11% |
| Compass Ion Advisors, LLC | 12.73K | Sep 30, 26 | +12.73K | 1.04% |
| Cambridge Investment Research Advisors, Inc. | 11.90K | Sep 30, 26 | +11.90K | 0.97% |
| Keeler Thomas Management LLC | 10.65K | Sep 30, 26 | +1.06K | 0.87% |
| StoneX Group Inc. | 5.42K | Sep 30, 26 | +5.42K | 0.44% |
| HARBOUR INVESTMENTS, INC. | 4.50K | Sep 30, 26 | +4.50K | 0.37% |
| Nuveen, LLC | 2.57K | Sep 30, 26 | +2.57K | 0.21% |
| Elevated Capital Advisors, LLC | 1.11K | Sep 30, 26 | +871 | 0.09% |
| UBS Group AG | 987 | Sep 30, 26 | +907 | 0.08% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 40 | Sep 30, 26 | +40 | 0.00% |
| SMART Wealth LLC | -- | Sep 30, 26 | -78.39K | -- |
| Worth Asset Management, LLC | -- | Sep 30, 26 | -4.80K | -- |
| RAYMOND JAMES FINANCIAL INC | 294.93K | Jun 30, 26 | +294.93K | 23.99% |
| Arrowroot Family Office, LLC | 152.82K | Jun 30, 26 | +6.34K | 12.43% |
| ROYAL BANK OF CANADA | 123.52K | Jun 30, 26 | +119.55K | 10.05% |
| Dakota Wealth Management | 104.18K | Jun 30, 26 | +6.62K | 8.47% |
| Mutual Advisors, LLC | 103.90K | Jun 30, 26 | +3.51K | 8.45% |
| Steelhead Wealth Management LLC | 61.42K | Jun 30, 26 | +29.82K | 5.00% |
| BROWN ADVISORY INC | 13.19K | Jun 30, 26 | +13.19K | 1.07% |
| FIDUCIARY FINANCIAL ADVISORS | 8.26K | Jun 30, 26 | +8.26K | 0.67% |
| Signet Private Wealth LLC | 6.33K | Jun 30, 26 | +6.33K | 0.51% |
| Arax Advisory Partners | 5.12K | Jun 30, 26 | +5.12K | 0.42% |
| Arkadios Wealth Advisors | 4.66K | Jun 30, 26 | +4.66K | 0.38% |
| OSAIC HOLDINGS, INC. | 1.57K | Jun 30, 26 | +1.57K | 0.13% |
| BFC Planning, Inc. | 1.26K | Jun 30, 26 | +1.26K | 0.10% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 256 | Jun 30, 26 | +256 | 0.02% |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | 140 | Jun 30, 26 | +140 | 0.01% |
| UBS Group AG | 80 | Jun 30, 26 | +80 | 0.01% |
| Ankerstar Wealth, LLC | 50 | Jun 30, 26 | +50 | 0.00% |
| Ritter Daniher Financial Advisory LLC / DE | 5 | Jun 30, 26 | -- | 0.00% |
| WFA of San Diego, LLC | -- | Jun 30, 26 | -300 | -- |
| JPMORGAN CHASE & CO | -- | Jun 30, 26 | -4.06K | -- |
| Lokken Investment Group LLC | 88.18K | Sep 30, 25 | +88.18K | 7.17% |
