| Prospera Financial Services Inc | 237.53K | Sep 30, 26 | +18.21K | 9.14% |
| LPL Financial LLC | 146.44K | Sep 30, 26 | +374 | 5.63% |
| UBS Group AG | 58.46K | Sep 30, 26 | -46.36K | 2.25% |
| Global Retirement Partners, LLC | 30.08K | Sep 30, 26 | -585 | 1.16% |
| Geneos Wealth Management Inc. | 24.81K | Sep 30, 26 | -422 | 0.95% |
| OPPENHEIMER & CO INC | 19.59K | Sep 30, 26 | -199 | 0.75% |
| Private Advisor Group, LLC | 17.27K | Sep 30, 26 | -1.40K | 0.66% |
| Proactive Wealth Strategies LLC | 15.97K | Sep 30, 26 | -- | 0.61% |
| Trueblood Wealth Management, LLC | 15.44K | Sep 30, 26 | -244 | 0.59% |
| PCG Wealth Advisors, LLC | 15.07K | Sep 30, 26 | -- | 0.58% |
| Kestra Advisory Services, LLC | 14.31K | Sep 30, 26 | +2.22K | 0.55% |
| Cambridge Investment Research Advisors, Inc. | 9.46K | Sep 30, 26 | +187 | 0.36% |
| Chicago Partners Investment Group LLC | 6.01K | Sep 30, 26 | +69 | 0.23% |
| Holos Integrated Wealth LLC | 5.52K | Sep 30, 26 | -1.38K | 0.21% |
| FIFTH THIRD BANCORP | 2.58K | Sep 30, 26 | -- | 0.10% |
| MTM Investment Management, LLC | 1.97K | Sep 30, 26 | -- | 0.08% |
| Founders Financial Alliance, LLC | 1.25K | Sep 30, 26 | -- | 0.05% |
| US BANCORP \DE\ | 1.13K | Sep 30, 26 | -- | 0.04% |
| FMR LLC | 481 | Sep 30, 26 | +310 | 0.02% |
| Key FInancial Inc | 221 | Sep 30, 26 | -- | 0.01% |
| EverSource Wealth Advisors, LLC | 166 | Sep 30, 26 | -- | 0.01% |
| LANARK FINANCIAL, INC. | 162 | Sep 30, 26 | -- | 0.01% |
| COMMONWEALTH EQUITY SERVICES, LLC | -- | Sep 30, 26 | -4.59K | -- |
| MORGAN STANLEY | 207.93K | Jun 30, 26 | -11.91K | 8.00% |
| WELLS FARGO & COMPANY/MN | 179.65K | Jun 30, 26 | -1.51K | 6.91% |
| BANK OF AMERICA CORP /DE/ | 125.80K | Jun 30, 26 | -2.63K | 4.84% |
| UBS Group AG | 104.82K | Jun 30, 26 | -16.15K | 4.03% |
| RAYMOND JAMES FINANCIAL INC | 55.39K | Jun 30, 26 | -3.75K | 2.13% |
| Janney Montgomery Scott LLC | 32.98K | Jun 30, 26 | -400 | 1.27% |
| Sun Financial Inc | 23.24K | Jun 30, 26 | -1 | 0.89% |
| ROYAL BANK OF CANADA | 22.42K | Jun 30, 26 | -396 | 0.86% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 21.79K | Jun 30, 26 | +7.05K | 0.84% |
| Mariner, LLC | 21.13K | Jun 30, 26 | -1.21K | 0.81% |
| Proactive Wealth Strategies LLC | 15.97K | Jun 30, 26 | -740 | 0.61% |
| EWA, LLC | 14.26K | Jun 30, 26 | +14.26K | 0.55% |
| CITADEL ADVISORS LLC | 13.82K | Jun 30, 26 | +145 | 0.53% |
| OSAIC HOLDINGS, INC. | 12.52K | Jun 30, 26 | +336 | 0.48% |
| NewEdge Advisors, LLC | 10.75K | Jun 30, 26 | -1.39K | 0.41% |
| Keystone Financial Group | 10.28K | Jun 30, 26 | -- | 0.40% |
| ENVESTNET ASSET MANAGEMENT INC | 7.92K | Jun 30, 26 | -197 | 0.30% |
| Cetera Investment Advisers | 5.41K | Jun 30, 26 | +5.41K | 0.21% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5.24K | Jun 30, 26 | -235 | 0.20% |
| FLOW TRADERS U.S. LLC | 4.80K | Jun 30, 26 | +4.80K | 0.18% |
| Steward Partners Investment Advisory, LLC | 3.92K | Jun 30, 26 | -- | 0.15% |
| Founders Financial Alliance, LLC | 1.25K | Jun 30, 26 | -- | 0.05% |
| Integrated Wealth Concepts LLC | 892 | Jun 30, 26 | +892 | 0.03% |
| BFC Planning, Inc. | 487 | Jun 30, 26 | -- | 0.02% |
| JPMORGAN CHASE & CO | 320 | Jun 30, 26 | -- | 0.01% |
| Aptus Capital Advisors, LLC | 200 | Jun 30, 26 | -- | 0.01% |
| JONES FINANCIAL COMPANIES LLLP | 102 | Jun 30, 26 | +102 | 0.00% |
| WealthShield Partners, LLC | -- | Jun 30, 26 | -2.44K | -- |
| GUARDIAN WEALTH ADVISORS, LLC / NC | -- | Jun 30, 26 | -200 | -- |
| CWM, LLC | 110 | Mar 31, 26 | +110 | 0.00% |
| COMERICA BANK | 2.58K | Dec 31, 25 | -- | 0.10% |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -8.07K | -- |
| Householder Group Estate & Retirement Specialist, LLC | -- | Dec 31, 24 | -3.33K | -- |
| RAYMOND JAMES & ASSOCIATES | 68.41K | Sep 30, 24 | -4.35K | 2.63% |
| Raymond James Financial Services Advisors, Inc. | 42.43K | Sep 30, 24 | -3.38K | 1.63% |
| Cetera Advisor Networks LLC | 6.03K | Mar 31, 24 | -200 | 0.23% |
| Claraphi Advisory Network, LLC | 30.70K | Dec 31, 22 | +30.70K | 1.18% |
| American Portfolios Advisors | 763 | Sep 30, 22 | -- | 0.03% |
| Cascadia Advisory Services, LLC | 128.01K | Sep 30, 21 | +1.55K | 4.92% |
| First Allied Advisory Services, Inc. | 38.20K | Sep 30, 20 | -2.55K | 1.47% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 297.80K | Dec 31, 19 | -15.25K | 11.46% |
| Advisor Group, Inc. | 175.76K | Dec 31, 19 | +3.67K | 6.76% |
| BB&T SECURITIES, LLC | 394.57K | Sep 30, 19 | +359 | 15.18% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | -- | Sep 30, 19 | -252 | -- |
| CUE ADVISORY SERVICES, INC. | 11.40K | Sep 30, 18 | +11.40K | 0.44% |
| IFC Holdings Incorporated/FL | 94.98K | Dec 31, 17 | +1.79K | 3.65% |
| WealthShield, LLC | 12.89K | Dec 31, 17 | +12.89K | 0.50% |
| NATIONAL PLANNING CORP | -- | Dec 31, 17 | -9.38K | -- |
| Commonwealth Equity Services, Inc | 14.06K | Jun 30, 17 | +3.06K | 0.54% |
| WFG Advisors, LP | 1.00K | Jun 30, 17 | -- | 0.04% |
| MSI Financial Services Inc | 92.42K | Dec 31, 16 | +12.88K | 3.56% |
