| Cambridge Investment Research Advisors, Inc. | 84.53K | Sep 30, 26 | +28.36K | 0.75% |
| Compass Ion Advisors, LLC | 42.06K | Sep 30, 26 | -7.29K | 0.38% |
| Tanglewood Wealth Management, Inc. | 40.81K | Sep 30, 26 | -- | 0.36% |
| COMMONWEALTH EQUITY SERVICES, LLC | 5.81K | Sep 30, 26 | -215 | 0.05% |
| Mowery & Schoenfeld Wealth Management, LLC | 3.38K | Sep 30, 26 | +1.38K | 0.03% |
| Spire Wealth Management | 44 | Sep 30, 26 | -- | 0.00% |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | -- | Sep 30, 26 | -52.45K | -- |
| OXFORD FINANCIAL GROUP, LTD. LLC | 3.90M | Jun 30, 26 | +1.35M | 34.80% |
| Mesirow Financial Investment Management, Inc. | 2.14M | Jun 30, 26 | -2.22M | 19.14% |
| Bank of New York Mellon Corp | 677.55K | Jun 30, 26 | +133.56K | 6.05% |
| LPL Financial LLC | 524.54K | Jun 30, 26 | +496.80K | 4.68% |
| Goldstone Financial Group, LLC | 493.47K | Jun 30, 26 | +270.75K | 4.41% |
| RAYMOND JAMES FINANCIAL INC | 328.94K | Jun 30, 26 | +17.08K | 2.94% |
| Allegheny Financial Group | 292.64K | Jun 30, 26 | +147.15K | 2.61% |
| WELLS FARGO & COMPANY/MN | 180.43K | Jun 30, 26 | -21.96K | 1.61% |
| First Pacific Advisors, LP | 145.47K | Jun 30, 26 | +145.47K | 1.30% |
| Argent Trust Co | 113.25K | Jun 30, 26 | +12.10K | 1.01% |
| DEMMING FINANCIAL SERVICES CORP /ADV | 105.58K | Jun 30, 26 | +1.76K | 0.94% |
| Private Advisor Group, LLC | 84.63K | Jun 30, 26 | +6.72K | 0.76% |
| Stratos Wealth Partners, LTD. | 58.84K | Jun 30, 26 | +8.03K | 0.53% |
| Cambridge Investment Research Advisors, Inc. | 56.17K | Jun 30, 26 | +4.61K | 0.50% |
| &PARTNERS | 51.97K | Jun 30, 26 | +14.31K | 0.46% |
| SHP Wealth Management | 51.51K | Jun 30, 26 | +26.49K | 0.46% |
| FLOW TRADERS U.S. LLC | 24.29K | Jun 30, 26 | +24.29K | 0.22% |
| Equitable Holdings, Inc. | 15.22K | Jun 30, 26 | +1.45K | 0.14% |
| US BANCORP \DE\ | 10.40K | Jun 30, 26 | -- | 0.09% |
| Cresset Asset Management, LLC | 9.88K | Jun 30, 26 | +3.67K | 0.09% |
| Janney Montgomery Scott LLC | 7.94K | Jun 30, 26 | +7.94K | 0.07% |
| Joel Isaacson & Co., LLC | 7.86K | Jun 30, 26 | +32 | 0.07% |
| HighTower Advisors, LLC | 7.59K | Jun 30, 26 | +1.80K | 0.07% |
| OSAIC HOLDINGS, INC. | 7.16K | Jun 30, 26 | +378 | 0.06% |
| STIFEL FINANCIAL CORP | 7.12K | Jun 30, 26 | +7.12K | 0.06% |
| MCDONALD PARTNERS LLC | 6.50K | Jun 30, 26 | -- | 0.06% |
| COMMONWEALTH EQUITY SERVICES, LLC | 6.03K | Jun 30, 26 | +6.03K | 0.05% |
| FIFTH THIRD BANCORP | 2.79K | Jun 30, 26 | -- | 0.02% |
| HAZLETT, BURT & WATSON, INC. | 1.21K | Jun 30, 26 | +3 | 0.01% |
| ROYAL BANK OF CANADA | 187 | Jun 30, 26 | +187 | 0.00% |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -245.25K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -83.98K | -- |
| PNC FINANCIAL SERVICES GROUP, INC. | -- | Jun 30, 26 | -3.48K | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -84.10K | -- |
| COMERICA BANK | 2.79K | Dec 31, 25 | -- | 0.02% |
