| LPL Financial LLC | 232.44K | Sep 30, 26 | +10.17K | 7.88% |
| CROSSPOINT FINANCIAL, LLC | 33.44K | Sep 30, 26 | +24.48K | 1.13% |
| SAGE RHINO CAPITAL LLC | 30.13K | Sep 30, 26 | +368 | 1.02% |
| Chicago Partners Investment Group LLC | 6.82K | Sep 30, 26 | +112 | 0.23% |
| CATALYST FINANCIAL PARTNERS LLC | 4.94K | Sep 30, 26 | -- | 0.17% |
| PNC FINANCIAL SERVICES GROUP, INC. | 4.50K | Sep 30, 26 | -- | 0.15% |
| HARBOUR INVESTMENTS, INC. | 672 | Sep 30, 26 | -- | 0.02% |
| UBS Group AG | 229 | Sep 30, 26 | -2.44K | 0.01% |
| Allworth Financial LP | 89 | Sep 30, 26 | -- | 0.00% |
| FMR LLC | 59 | Sep 30, 26 | -135 | 0.00% |
| COMMONWEALTH EQUITY SERVICES, LLC | -- | Sep 30, 26 | -7.40K | -- |
| Avidian Wealth Enterprises, LLC | -- | Sep 30, 26 | -21.25K | -- |
| GOLDMAN SACHS GROUP INC | 465.03K | Jun 30, 26 | -2.97K | 15.76% |
| NewEdge Advisors, LLC | 160.17K | Jun 30, 26 | +6.65K | 5.43% |
| OSAIC HOLDINGS, INC. | 136.54K | Jun 30, 26 | +128.63K | 4.63% |
| JANE STREET GROUP, LLC | 111.20K | Jun 30, 26 | -51.13K | 3.77% |
| Advisory Services Network, LLC | 102.21K | Jun 30, 26 | +2.50K | 3.46% |
| BANK OF AMERICA CORP /DE/ | 66.14K | Jun 30, 26 | -28.19K | 2.24% |
| Regal Investment Advisors LLC | 55.94K | Jun 30, 26 | +1.37K | 1.90% |
| MORGAN STANLEY | 54.51K | Jun 30, 26 | +3.12K | 1.85% |
| MML INVESTORS SERVICES, LLC | 51.29K | Jun 30, 26 | +51.29K | 1.74% |
| Gladstone Institutional Advisory LLC | 37.35K | Jun 30, 26 | +840 | 1.27% |
| Sanctuary Advisors, LLC | 36.77K | Jun 30, 26 | +2.40K | 1.25% |
| Advyzon Investment Management, LLC | 9.60K | Jun 30, 26 | +9.60K | 0.33% |
| ENVESTNET ASSET MANAGEMENT INC | 9.50K | Jun 30, 26 | +136 | 0.32% |
| Sovereign Financial Group, Inc. | 8.52K | Jun 30, 26 | +281 | 0.29% |
| Integrated Wealth Concepts LLC | 6.92K | Jun 30, 26 | +2.31K | 0.23% |
| Wealth Management Associates, Inc. | 6.00K | Jun 30, 26 | +6.00K | 0.20% |
| Ducere Wealth Management LLC | 5.50K | Jun 30, 26 | -- | 0.19% |
| UBS Group AG | 2.66K | Jun 30, 26 | -3.34K | 0.09% |
| Steward Partners Investment Advisory, LLC | 638 | Jun 30, 26 | -- | 0.02% |
| ROYAL BANK OF CANADA | 355 | Jun 30, 26 | -19 | 0.01% |
| NEW ENGLAND ASSET MANAGEMENT INC | 120 | Jun 30, 26 | +120 | 0.00% |
| BROWN BROTHERS HARRIMAN & CO | 100 | Jun 30, 26 | -- | 0.00% |
| Rockefeller Capital Management L.P. | 80 | Jun 30, 26 | +1 | 0.00% |
| WELLS FARGO & COMPANY/MN | 1 | Jun 30, 26 | +1 | 0.00% |
| Betterment LLC | -- | Jun 30, 26 | -7.52K | -- |
| Claris Financial LLC | 4.52K | Mar 31, 26 | +5 | 0.15% |
| CWM, LLC | 334 | Mar 31, 26 | +334 | 0.01% |
| Atria Wealth Solutions, Inc. | 49.35K | Jun 30, 25 | -13.73K | 1.67% |
| RAYMOND JAMES & ASSOCIATES | 170.24K | Sep 30, 24 | -3.64K | 5.77% |
| ICA Group Wealth Management, LLC | -- | Jun 30, 24 | -976 | -- |
| Cetera Advisor Networks LLC | 55.38K | Mar 31, 24 | +18.44K | 1.88% |
| TRUSTCORE FINANCIAL SERVICES, LLC | -- | Dec 31, 22 | -42 | -- |
| MILESTONE WEALTH, LLC | 5.34K | Sep 30, 22 | -300 | 0.18% |
| Enterprise Trust & Investment Co | 1.00K | Jun 30, 22 | -- | 0.03% |
| NEXT Financial Group, Inc | 483 | Dec 31, 21 | +360 | 0.02% |
| ETRADE Capital Management LLC | 37.16K | Sep 30, 20 | +15.05K | 1.26% |
| Advisor Group, Inc. | 1.94K | Dec 31, 19 | +1.83K | 0.07% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | -- | Dec 31, 19 | -120 | -- |
