| Platform Technology Partners | 300.70K | Sep 30, 26 | -5.25K | 1.97% |
| Vise Technologies, Inc. | 116.91K | Sep 30, 26 | -2.47K | 0.77% |
| COMMONWEALTH EQUITY SERVICES, LLC | 65.85K | Sep 30, 26 | +5.42K | 0.43% |
| OPPENHEIMER & CO INC | 65.34K | Sep 30, 26 | +8.09K | 0.43% |
| Kestra Advisory Services, LLC | 36.50K | Sep 30, 26 | +36.50K | 0.24% |
| TSFG, LLC | -- | Sep 30, 26 | -1.28K | -- |
| AXXCESS WEALTH MANAGEMENT, LLC | -- | Sep 30, 26 | -181.28K | -- |
| Robertson Stephens Wealth Management, LLC | -- | Sep 30, 26 | -7.17K | -- |
| HighTower Advisors, LLC | 2.69M | Jun 30, 26 | +10.40K | 17.60% |
| UBS Group AG | 1.39M | Jun 30, 26 | -162.71K | 9.11% |
| Rockefeller Capital Management L.P. | 951.35K | Jun 30, 26 | +162.25K | 6.24% |
| ROYAL BANK OF CANADA | 866.45K | Jun 30, 26 | +1.82K | 5.68% |
| ELEVATION POINT WEALTH PARTNERS, LLC | 567.28K | Jun 30, 26 | +103.60K | 3.72% |
| Vestmark Advisory Solutions, Inc. | 564.09K | Jun 30, 26 | +104.70K | 3.70% |
| ENVESTNET ASSET MANAGEMENT INC | 547.89K | Jun 30, 26 | +49.42K | 3.59% |
| Garden State Investment Advisory Services LLC | 534.79K | Jun 30, 26 | -1.40K | 3.51% |
| Platform Technology Partners | 305.96K | Jun 30, 26 | +26.34K | 2.01% |
| RAYMOND JAMES FINANCIAL INC | 261.09K | Jun 30, 26 | +19.00K | 1.71% |
| Bramshill Investments, LLC | 227.99K | Jun 30, 26 | +18.46K | 1.49% |
| Darwin Wealth Management, LLC | 181.28K | Jun 30, 26 | +8.96K | 1.19% |
| STIFEL FINANCIAL CORP | 170.69K | Jun 30, 26 | +2.43K | 1.12% |
| Gladstone Institutional Advisory LLC | 138.30K | Jun 30, 26 | +1.97K | 0.91% |
| KLINGENSTEIN FIELDS & CO LP | 129.30K | Jun 30, 26 | -1.81K | 0.85% |
| NewEdge Advisors, LLC | 126.41K | Jun 30, 26 | +10.49K | 0.83% |
| Steward Partners Investment Advisory, LLC | 74.11K | Jun 30, 26 | +74.11K | 0.49% |
| COMMONWEALTH EQUITY SERVICES, LLC | 60.42K | Jun 30, 26 | +192 | 0.40% |
| BLAIR WILLIAM & CO/IL | 47.00K | Jun 30, 26 | +59 | 0.31% |
| Janney Montgomery Scott LLC | 46.20K | Jun 30, 26 | +20 | 0.30% |
| OLD MISSION CAPITAL LLC | 18.81K | Jun 30, 26 | +18.81K | 0.12% |
| Baird Financial Group, Inc. | 16.11K | Jun 30, 26 | -- | 0.11% |
| JANE STREET GROUP, LLC | 11.47K | Jun 30, 26 | -3.85K | 0.08% |
| Gotham Asset Management, LLC | 11.23K | Jun 30, 26 | +11.23K | 0.07% |
| FIFTH THIRD BANCORP | 6.40K | Jun 30, 26 | +1.04K | 0.04% |
| WELLS FARGO & COMPANY/MN | 3.65K | Jun 30, 26 | +3.65K | 0.02% |
| Plante Moran Financial Advisors, LLC | 3.02K | Jun 30, 26 | +3.02K | 0.02% |
| CALDWELL SUTTER CAPITAL, INC. | 200 | Jun 30, 26 | -- | 0.00% |
| FMR LLC | 37 | Jun 30, 26 | -10 | 0.00% |
| AE Wealth Management LLC | -- | Jun 30, 26 | -154 | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -9.35K | -- |
| MORGAN STANLEY | -- | Jun 30, 26 | -984 | -- |
| JOURNEY STRATEGIC WEALTH LLC | 901.72K | Mar 31, 26 | +71.81K | 5.91% |
| CWM, LLC | 200 | Mar 31, 26 | -427 | 0.00% |
| COMERICA BANK | 3.46K | Dec 31, 25 | +3.46K | 0.02% |
