| LPL Financial LLC | 901.49K | Sep 30, 26 | +37.72K | 14.54% |
| Private Advisor Group, LLC | 249.70K | Sep 30, 26 | +52.65K | 4.03% |
| Sowell Financial Services LLC | 93.60K | Sep 30, 26 | +20.00K | 1.51% |
| ELEVATION POINT WEALTH PARTNERS, LLC | 50.42K | Sep 30, 26 | -421.57K | 0.81% |
| Lifetime Wealth Management P.C. | 33.63K | Sep 30, 26 | -1.30K | 0.54% |
| Bank of New York Mellon Corp | 14.15K | Sep 30, 26 | +754 | 0.23% |
| Founders Financial Alliance, LLC | 7.70K | Sep 30, 26 | -210 | 0.12% |
| Kestra Advisory Services, LLC | 5.95K | Sep 30, 26 | +5.95K | 0.10% |
| Global Retirement Partners, LLC | 2.20K | Sep 30, 26 | -1.06K | 0.04% |
| Ashton Thomas Private Wealth, LLC | 2.00K | Sep 30, 26 | +388 | 0.03% |
| Allworth Financial LP | 391 | Sep 30, 26 | +12 | 0.01% |
| SOA Wealth Advisors, LLC. | 219 | Sep 30, 26 | +4 | 0.00% |
| Cordgrass Capital Advisors, LLC | 193 | Sep 30, 26 | -- | 0.00% |
| UBS Group AG | 58 | Sep 30, 26 | +58 | 0.00% |
| FMR LLC | 50 | Sep 30, 26 | -30 | 0.00% |
| Silver Grove Financial Group, Inc. | 24 | Sep 30, 26 | -- | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 5 | Sep 30, 26 | +5 | 0.00% |
| Russell Investments Group, Ltd. | 4 | Sep 30, 26 | -83 | 0.00% |
| Spectrum Wealth Advisory Group, LLC | -- | Sep 30, 26 | -148 | -- |
| Cornerstone Planning Group LLC | -- | Sep 30, 26 | -869 | -- |
| FIFTH THIRD BANCORP | -- | Sep 30, 26 | -14 | -- |
| Oakworth Capital, Inc. | -- | Sep 30, 26 | -28 | -- |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | -- | Sep 30, 26 | -70 | -- |
| UMB Bank, n.a. | -- | Sep 30, 26 | -302 | -- |
| ENVESTNET ASSET MANAGEMENT INC | 1.16M | Jun 30, 26 | +126.58K | 18.78% |
| Betterment LLC | 908.83K | Jun 30, 26 | +52.71K | 14.66% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 713.25K | Jun 30, 26 | +92.91K | 11.50% |
| Vestmark Advisory Solutions, Inc. | 471.58K | Jun 30, 26 | +427.21K | 7.61% |
| RAYMOND JAMES FINANCIAL INC | 287.63K | Jun 30, 26 | +260.91K | 4.64% |
| WELLS FARGO & COMPANY/MN | 210.85K | Jun 30, 26 | +73.79K | 3.40% |
| MORGAN STANLEY | 179.38K | Jun 30, 26 | +28.52K | 2.89% |
| Cetera Investment Advisers | 173.22K | Jun 30, 26 | +14.39K | 2.79% |
| PRINCIPAL SECURITIES, INC. | 148.31K | Jun 30, 26 | +11.52K | 2.39% |
| Envestnet Portfolio Solutions, Inc. | 120.62K | Jun 30, 26 | +14.65K | 1.95% |
| Keebeck Wealth Management | 42.12K | Jun 30, 26 | -917 | 0.68% |
| FLOW TRADERS U.S. LLC | 27.71K | Jun 30, 26 | +27.71K | 0.45% |
| BANK OF AMERICA CORP /DE/ | 26.15K | Jun 30, 26 | -9.89K | 0.42% |
| NewEdge Advisors, LLC | 17.52K | Jun 30, 26 | +1.33K | 0.28% |
| LifePlan Investment Advisors, Inc. | 11.20K | Jun 30, 26 | +413 | 0.18% |
| Integrated Wealth Concepts LLC | 10.53K | Jun 30, 26 | +2.38K | 0.17% |
| Founders Financial Alliance, LLC | 7.91K | Jun 30, 26 | +7.65K | 0.13% |
| Sanctuary Advisors, LLC | 5.77K | Jun 30, 26 | +323 | 0.09% |
| OSAIC HOLDINGS, INC. | 4.43K | Jun 30, 26 | +1.15K | 0.07% |
| JPMORGAN CHASE & CO | 4.29K | Jun 30, 26 | -3.62K | 0.07% |
| Transamerica Financial Advisors, LLC | 3.21K | Jun 30, 26 | +1.25K | 0.05% |
| ROYAL BANK OF CANADA | 2.68K | Jun 30, 26 | +23 | 0.04% |
| EFG International AG | 350 | Jun 30, 26 | +18 | 0.01% |
| Johnson Financial Group, Inc. | 309 | Jun 30, 26 | +309 | 0.00% |
| FRANKLIN TEMPLETON INC | 292 | Jun 30, 26 | +292 | 0.00% |
| AE Wealth Management LLC | 183 | Jun 30, 26 | +183 | 0.00% |
| Rockefeller Capital Management L.P. | 162 | Jun 30, 26 | +162 | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 57 | Jun 30, 26 | -- | 0.00% |
| Glen Eagle Advisors, LLC | 26 | Jun 30, 26 | -- | 0.00% |
| Medallion Wealth Advisors, LLC | 10 | Jun 30, 26 | -- | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 1 | Jun 30, 26 | +1 | 0.00% |
| HFM Investment Advisors, LLC | 1 | Jun 30, 26 | -- | 0.00% |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -10.27K | -- |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | -- | Jun 30, 26 | -67 | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -16.67K | -- |
| UBS Group AG | -- | Jun 30, 26 | -23 | -- |
| JONES FINANCIAL COMPANIES LLLP | -- | Jun 30, 26 | -34 | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -10.41K | -- |
| Aventura Private Wealth, LLC | -- | Jun 30, 26 | -198 | -- |
| CWM, LLC | 46 | Mar 31, 26 | -- | 0.00% |
| Atria Wealth Solutions, Inc. | 6.41K | Jun 30, 25 | -8.11K | 0.10% |
| RAYMOND JAMES & ASSOCIATES | 43.71K | Sep 30, 24 | -38.48K | 0.70% |
| ICA Group Wealth Management, LLC | 47 | Jun 30, 24 | -2.34K | 0.00% |
| Cetera Advisor Networks LLC | 25.92K | Mar 31, 24 | +3.43K | 0.42% |
| Laurel Wealth Advisors, Inc. | -- | Dec 31, 22 | -4.22K | -- |
| MILESTONE WEALTH, LLC | 51.55K | Sep 30, 22 | -971 | 0.83% |
| American Portfolios Advisors | 1.13K | Sep 30, 22 | -- | 0.02% |
| Pinnacle Private Wealth, LLC | 5.18K | Jun 30, 22 | -384 | 0.08% |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | -- | Mar 31, 22 | -4.79K | -- |
| NEXT Financial Group, Inc | 509 | Dec 31, 21 | +387 | 0.01% |
| ETRADE Capital Management LLC | 17.14K | Sep 30, 20 | +8.24K | 0.28% |
