| JANE STREET GROUP, LLC | 40.52K | Sep 30, 26 | -8.18K | 4.77% |
| OSAIC HOLDINGS, INC. | 1.47K | Sep 30, 26 | +233 | 0.17% |
| SOA Wealth Advisors, LLC. | 336 | Sep 30, 26 | +5 | 0.04% |
| Steward Partners Investment Advisory, LLC | 336 | Sep 30, 26 | -- | 0.04% |
| MORGAN STANLEY | 321 | Sep 30, 26 | -470 | 0.04% |
| FRANKLIN TEMPLETON INC | 171 | Sep 30, 26 | -- | 0.02% |
| Nuveen, LLC | 164 | Sep 30, 26 | +164 | 0.02% |
| Allworth Financial LP | 102 | Sep 30, 26 | -- | 0.01% |
| NewEdge Advisors, LLC | 50 | Sep 30, 26 | -- | 0.01% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 41 | Sep 30, 26 | -- | 0.00% |
| FMR LLC | 39 | Sep 30, 26 | -- | 0.00% |
| Silver Grove Financial Group, Inc. | 19 | Sep 30, 26 | -- | 0.00% |
| Medallion Wealth Advisors, LLC | 12 | Sep 30, 26 | -- | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 4 | Sep 30, 26 | +4 | 0.00% |
| Rockefeller Capital Management L.P. | 4 | Sep 30, 26 | +4 | 0.00% |
| Russell Investments Group, Ltd. | 2 | Sep 30, 26 | -- | 0.00% |
| HFM Investment Advisors, LLC | 1 | Sep 30, 26 | -- | 0.00% |
| UBS Group AG | 1 | Sep 30, 26 | -269 | 0.00% |
| Oakworth Capital, Inc. | -- | Sep 30, 26 | -20 | -- |
| MASECO LLP | -- | Sep 30, 26 | -52 | -- |
| FIFTH THIRD BANCORP | -- | Sep 30, 26 | -8 | -- |
| Betterment LLC | 672.74K | Jun 30, 26 | +40.01K | 79.13% |
| Integrated Wealth Concepts LLC | 4.95K | Jun 30, 26 | +4.95K | 0.58% |
| OSAIC HOLDINGS, INC. | 1.23K | Jun 30, 26 | -12 | 0.14% |
| MORGAN STANLEY | 791 | Jun 30, 26 | -17 | 0.09% |
| NewEdge Advisors, LLC | 50 | Jun 30, 26 | -- | 0.01% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 41 | Jun 30, 26 | -- | 0.00% |
| Medallion Wealth Advisors, LLC | 12 | Jun 30, 26 | -- | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 6 | Jun 30, 26 | +6 | 0.00% |
| HFM Investment Advisors, LLC | 1 | Jun 30, 26 | +1 | 0.00% |
| Aventura Private Wealth, LLC | -- | Jun 30, 26 | -142 | -- |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | -- | Jun 30, 26 | -71 | -- |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -14.21K | -- |
| ICA Group Wealth Management, LLC | 57 | Jun 30, 24 | -2.72K | 0.01% |
| Cetera Advisor Networks LLC | 24.59K | Mar 31, 24 | -3.92K | 2.89% |
