| Hills Bank & Trust Co | 6.16M | Sep 30, 26 | +546.10K | 43.88% |
| TRUIST FINANCIAL CORP | 3.07M | Sep 30, 26 | +113.68K | 21.86% |
| LPL Financial LLC | 2.99M | Sep 30, 26 | +2.98M | 21.31% |
| RAYMOND JAMES FINANCIAL INC | 2.62M | Sep 30, 26 | +500.65K | 18.63% |
| BENJAMIN EDWARDS INC | 1.46M | Sep 30, 26 | -3.33K | 10.38% |
| Tulsa Wealth Advisors, INC | 1.32M | Sep 30, 26 | +1.32M | 9.39% |
| Broadway Wealth Solutions, Inc. | 1.23M | Sep 30, 26 | +66.09K | 8.76% |
| Wilkerson Advisory Group LLC | 673.06K | Sep 30, 26 | +47.37K | 4.79% |
| Schneider Downs Wealth Management Advisors, LP | 610.13K | Sep 30, 26 | +31.66K | 4.35% |
| Platform Technology Partners | 593.68K | Sep 30, 26 | +39.64K | 4.23% |
| Bank of New York Mellon Corp | 539.76K | Sep 30, 26 | +539.76K | 3.85% |
| Retirement Planning Group, LLC | 522.40K | Sep 30, 26 | -101.00K | 3.72% |
| Allegheny Financial Group | 404.38K | Sep 30, 26 | +8.57K | 2.88% |
| RMR Wealth Builders | 283.08K | Sep 30, 26 | +24.25K | 2.02% |
| COMMONWEALTH EQUITY SERVICES, LLC | 225.02K | Sep 30, 26 | +42.67K | 1.60% |
| Quantum Portfolio Management LLC | 212.26K | Sep 30, 26 | +1.00K | 1.51% |
| OSAIC HOLDINGS, INC. | 198.35K | Sep 30, 26 | -622.23K | 1.41% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 167.52K | Sep 30, 26 | -138.19K | 1.19% |
| Signature Equity Partners, LLC | 150.84K | Sep 30, 26 | -10.42K | 1.07% |
| Concurrent Investment Advisors, LLC | 127.16K | Sep 30, 26 | +62.23K | 0.91% |
| PNC FINANCIAL SERVICES GROUP, INC. | 121.33K | Sep 30, 26 | +121.33K | 0.86% |
| WESBANCO BANK INC | 104.91K | Sep 30, 26 | +33.73K | 0.75% |
| GREAT VALLEY ADVISOR GROUP, INC. | 96.67K | Sep 30, 26 | +96.67K | 0.69% |
| STIFEL FINANCIAL CORP | 84.81K | Sep 30, 26 | -2.50K | 0.60% |
| JANE STREET GROUP, LLC | 84.23K | Sep 30, 26 | +84.23K | 0.60% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 80.89K | Sep 30, 26 | +2.49K | 0.58% |
| River Street Advisors LLC | 75.29K | Sep 30, 26 | +2.17K | 0.54% |
| Petros Family Wealth, LLC | 65.79K | Sep 30, 26 | +38.71K | 0.47% |
| Janney Montgomery Scott LLC | 55.49K | Sep 30, 26 | +8.98K | 0.40% |
| Cordgrass Capital Advisors, LLC | 53.98K | Sep 30, 26 | +36.91K | 0.38% |
| MOTCO | 40.79K | Sep 30, 26 | +40.79K | 0.29% |
| Prosperity Financial Group, Inc. | 40.28K | Sep 30, 26 | -1.20K | 0.29% |
| First Citizens Financial Corp | 22.52K | Sep 30, 26 | -1.94K | 0.16% |
| FIRST UNITED BANK & TRUST | 21.40K | Sep 30, 26 | +6.46K | 0.15% |
| OLD SECOND NATIONAL BANK OF AURORA | 18.85K | Sep 30, 26 | +1.27K | 0.13% |
| FOCUSED ALPHA, LLC | 18.76K | Sep 30, 26 | -276.91K | 0.13% |
| Claro Advisors Inc. | 17.00K | Sep 30, 26 | -500 | 0.12% |
| Cambridge Investment Research Advisors, Inc. | 16.58K | Sep 30, 26 | -3.97K | 0.12% |
| Aurora Private Wealth, Inc. | 15.49K | Sep 30, 26 | -3.69K | 0.11% |
| Towerpoint Wealth, LLC | 12.81K | Sep 30, 26 | +769 | 0.09% |
| Rehmann Capital Advisory Group | 11.35K | Sep 30, 26 | +990 | 0.08% |
| Index Technologies Group LLC | 9.35K | Sep 30, 26 | +1.00K | 0.07% |
| Stone House Investment Management, LLC | 4.34K | Sep 30, 26 | +320 | 0.03% |
| HUNTINGTON NATIONAL BANK | 2.33K | Sep 30, 26 | +2.33K | 0.02% |
| Main Street Group, LTD | 1.00K | Sep 30, 26 | -- | 0.01% |
| Capital Investment Advisory Services, LLC | 868 | Sep 30, 26 | +868 | 0.01% |
| Beaumont Financial Advisors, LLC | -- | Sep 30, 26 | -326.63K | -- |
| TWIN PEAKS WEALTH ADVISORS, LLC | -- | Sep 30, 26 | -12.05K | -- |
| RAYMOND JAMES FINANCIAL INC | 2.11M | Jun 30, 26 | +834.39K | 15.06% |
| ENVESTNET ASSET MANAGEMENT INC | 874.34K | Jun 30, 26 | +67.69K | 6.23% |
| OSAIC HOLDINGS, INC. | 820.58K | Jun 30, 26 | +358.77K | 5.85% |
| MML INVESTORS SERVICES, LLC | 519.58K | Jun 30, 26 | +77.99K | 3.70% |
| GTS FINANCIAL, LLC | 515.70K | Jun 30, 26 | +14.77K | 3.67% |
| Integrated Wealth Concepts LLC | 233.99K | Jun 30, 26 | +22.19K | 1.67% |
| Quantum Portfolio Management LLC | 211.26K | Jun 30, 26 | +2.35K | 1.51% |
| &PARTNERS | 119.07K | Jun 30, 26 | +18.37K | 0.85% |
| STIFEL FINANCIAL CORP | 87.31K | Jun 30, 26 | -6.49K | 0.62% |
| GOLDMAN SACHS GROUP INC | 45.51K | Jun 30, 26 | +25.79K | 0.32% |
| CITADEL ADVISORS LLC | 43.30K | Jun 30, 26 | +43.30K | 0.31% |
| Betterment LLC | 32.96K | Jun 30, 26 | +8.36K | 0.23% |
| Hilltop Holdings Inc. | 16.00K | Jun 30, 26 | -- | 0.11% |
| TWIN PEAKS WEALTH ADVISORS, LLC | 12.05K | Jun 30, 26 | -8.84K | 0.09% |
| Rehmann Capital Advisory Group | 10.36K | Jun 30, 26 | +1.10K | 0.07% |
| FLOW TRADERS U.S. LLC | 8.31K | Jun 30, 26 | +8.31K | 0.06% |
| Steward Partners Investment Advisory, LLC | 3.61K | Jun 30, 26 | -- | 0.03% |
| ROYAL BANK OF CANADA | 1.09K | Jun 30, 26 | -- | 0.01% |
| Cetera Investment Advisers | -- | Jun 30, 26 | -14.66K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -650 | -- |
| AVANTAX ADVISORY SERVICES, INC. | 39.66K | Jun 30, 25 | -1.34K | 0.28% |
| Semmax Financial Advisors Inc. | 4.89K | Jun 30, 25 | +4.89K | 0.03% |
| WR Wealth Planners, LLC | 198 | Dec 31, 24 | +198 | 0.00% |
| Cetera Advisor Networks LLC | 245.58K | Mar 31, 24 | +245.58K | 1.75% |
