| Betterment LLC | 1.89M | Jun 30, 26 | +52.94K | 78.56% |
| LPL Financial LLC | 191.56K | Jun 30, 26 | -104 | 7.98% |
| FLOW TRADERS U.S. LLC | 27.94K | Jun 30, 26 | -113.04K | 1.16% |
| JANE STREET GROUP, LLC | 15.77K | Jun 30, 26 | -43.91K | 0.66% |
| Wealthfront Advisers LLC | 14.92K | Jun 30, 26 | -1.49K | 0.62% |
| GOLDMAN SACHS GROUP INC | 12.21K | Jun 30, 26 | -1.33K | 0.51% |
| RAYMOND JAMES FINANCIAL INC | 6.42K | Jun 30, 26 | -539 | 0.27% |
| MORGAN STANLEY | 5.27K | Jun 30, 26 | -420 | 0.22% |
| Legacy Advisors, LLC | 5.25K | Jun 30, 26 | +76 | 0.22% |
| FOUNDERS FINANCIAL SECURITIES LLC | 5.19K | Jun 30, 26 | +464 | 0.22% |
| Inscription Capital, LLC | 5.00K | Jun 30, 26 | +5.00K | 0.21% |
| Western Wealth Management, LLC | 4.77K | Jun 30, 26 | -- | 0.20% |
| Integrated Wealth Concepts LLC | 3.13K | Jun 30, 26 | +3.13K | 0.13% |
| FMR LLC | 2.90K | Jun 30, 26 | +624 | 0.12% |
| SHP Wealth Management | 1.64K | Jun 30, 26 | +31 | 0.07% |
| Rockefeller Capital Management L.P. | 1.59K | Jun 30, 26 | +30 | 0.07% |
| US BANCORP \DE\ | 440 | Jun 30, 26 | -- | 0.02% |
| FRANKLIN RESOURCES INC | 360 | Jun 30, 26 | +360 | 0.01% |
| UBS Group AG | 346 | Jun 30, 26 | +108 | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 333 | Jun 30, 26 | -- | 0.01% |
| Aventura Private Wealth, LLC | 287 | Jun 30, 26 | -- | 0.01% |
| VANGUARD ADVISERS INC | 282 | Jun 30, 26 | -- | 0.01% |
| MASECO LLP | 199 | Jun 30, 26 | -- | 0.01% |
| Activest Wealth Management | 125 | Jun 30, 26 | -- | 0.01% |
| HANTZ FINANCIAL SERVICES, INC. | 97 | Jun 30, 26 | +97 | 0.00% |
| Founders Financial Alliance, LLC | 50 | Jun 30, 26 | -- | 0.00% |
| Oakworth Capital, Inc. | 37 | Jun 30, 26 | +37 | 0.00% |
| Medallion Wealth Advisors, LLC | 35 | Jun 30, 26 | -- | 0.00% |
| Silver Grove Financial Group, Inc. | 33 | Jun 30, 26 | -1 | 0.00% |
| BlackRock, Inc. | 20 | Jun 30, 26 | -- | 0.00% |
| FIFTH THIRD BANCORP | 18 | Jun 30, 26 | +18 | 0.00% |
| WELLS FARGO & COMPANY/MN | 2 | Jun 30, 26 | +1 | 0.00% |
| HFM Investment Advisors, LLC | 1 | Jun 30, 26 | -- | 0.00% |
| Global Assets Advisory, LLC | -- | Jun 30, 26 | -451 | -- |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | -- | Jun 30, 26 | -219 | -- |
| SOA Wealth Advisors, LLC. | -- | Jun 30, 26 | -19 | -- |
| Schrum Private Wealth Management LLC | -- | Jun 30, 26 | -4.58K | -- |
| JONES FINANCIAL COMPANIES LLLP | -- | Jun 30, 26 | -54 | -- |
| Sunbelt Securities, Inc. | 240 | Mar 31, 26 | -- | 0.01% |
| NEXT Financial Group, Inc | 13.92K | Dec 31, 21 | +1.29K | 0.58% |
| SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 1.28K | Jun 30, 21 | -- | 0.05% |
| Advisor Group, Inc. | 379 | Dec 31, 19 | -- | 0.02% |
| Virtu KCG Holdings LLC | -- | Jun 30, 17 | -14.09K | -- |