| Shah Wealth Advisors, LLC | 1.02M | Sep 30, 26 | +1.01M | 10.92% |
| Bank of New York Mellon Corp | 75.56K | Sep 30, 26 | +75.56K | 0.81% |
| LPL Financial LLC | 58.88K | Sep 30, 26 | +13.13K | 0.63% |
| BANK OF MONTREAL /CAN/ | 47.79K | Sep 30, 26 | -6.46K | 0.51% |
| LANGLEY WEALTH MANAGEMENT, LLC | 41.25K | Sep 30, 26 | -2.11K | 0.44% |
| PITTENGER & ANDERSON INC | 32.13K | Sep 30, 26 | +75 | 0.34% |
| United Advisor Group, LLC | 30.59K | Sep 30, 26 | -18.50K | 0.33% |
| Belpointe Asset Management LLC | 25.73K | Sep 30, 26 | +25.73K | 0.27% |
| Private Advisor Group, LLC | 10.02K | Sep 30, 26 | +10.02K | 0.11% |
| one8zero8, LLC | 8.00K | Sep 30, 26 | -- | 0.09% |
| UBS Group AG | 2.98K | Sep 30, 26 | +2.98K | 0.03% |
| Smartleaf Asset Management LLC | 1.97K | Sep 30, 26 | +1.97K | 0.02% |
| Provenance Wealth Advisors, LLC | 582 | Sep 30, 26 | +582 | 0.01% |
| FIFTH THIRD BANCORP | 378 | Sep 30, 26 | +378 | 0.00% |
| Jefferies Financial Group Inc. | -- | Sep 30, 26 | -459.61K | -- |
| Well Done, LLC | -- | Sep 30, 26 | -36.40K | -- |
| Weil Company, Inc. | -- | Sep 30, 26 | -52.47K | -- |
| BENJAMIN EDWARDS INC | 1.96M | Jun 30, 26 | +33.59K | 20.92% |
| RWA WEALTH PARTNERS, LLC | 1.90M | Jun 30, 26 | +236.52K | 20.21% |
| RAYMOND JAMES FINANCIAL INC | 1.26M | Jun 30, 26 | +451.36K | 13.38% |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 875.95K | Jun 30, 26 | -- | 9.34% |
| MAI Capital Management | 127.38K | Jun 30, 26 | +127.38K | 1.36% |
| NCM Capital Management, LLC | 118.12K | Jun 30, 26 | +53.70K | 1.26% |
| Waverly Advisors, LLC | 108.65K | Jun 30, 26 | +13.36K | 1.16% |
| Stratos Wealth Partners, LTD. | 83.17K | Jun 30, 26 | +59.04K | 0.89% |
| Essex Financial Services, Inc. | 77.19K | Jun 30, 26 | +3.61K | 0.82% |
| Steward Partners Investment Advisory, LLC | 45.35K | Jun 30, 26 | +31.83K | 0.48% |
| OSAIC HOLDINGS, INC. | 27.08K | Jun 30, 26 | +27.08K | 0.29% |
| AQR CAPITAL MANAGEMENT LLC | 20.20K | Jun 30, 26 | -- | 0.22% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16.18K | Jun 30, 26 | +16.18K | 0.17% |
| Prostatis Group LLC | 15.96K | Jun 30, 26 | +3.88K | 0.17% |
| ROYAL BANK OF CANADA | 15.13K | Jun 30, 26 | +15.13K | 0.16% |
| SITTNER & NELSON, LLC | 14.48K | Jun 30, 26 | +5.35K | 0.15% |
| ENVESTNET ASSET MANAGEMENT INC | 12.41K | Jun 30, 26 | +1.35K | 0.13% |
| &PARTNERS | 11.82K | Jun 30, 26 | -710 | 0.13% |
| Mutual Advisors, LLC | 10.30K | Jun 30, 26 | -9.69K | 0.11% |
| FIRST FOUNDATION ADVISORS | 9.58K | Jun 30, 26 | +9.58K | 0.10% |
| IHT Wealth Management, LLC | 8.09K | Jun 30, 26 | -- | 0.09% |
| Aptus Capital Advisors, LLC | 300 | Jun 30, 26 | +225 | 0.00% |
| MORGAN STANLEY | 75 | Jun 30, 26 | +5 | 0.00% |
| EVOKE WEALTH, LLC | -- | Jun 30, 26 | -113.27K | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -12.80K | -- |
| Litman Gregory Wealth Management LLC | 700 | Dec 31, 25 | +700 | 0.01% |
