| Independent Wealth Advisors LLC | 217.57K | Sep 30, 26 | +12.72K | 2.42% |
| VICTORY FINANCIAL GROUP, LLC | 106.16K | Sep 30, 26 | +225 | 1.18% |
| Sound Financial Strategies Group, LLC | 100.73K | Sep 30, 26 | -- | 1.12% |
| Sowell Financial Services LLC | 94.78K | Sep 30, 26 | +203 | 1.05% |
| EVOLUTION WEALTH MANAGEMENT INC. | 89.44K | Sep 30, 26 | +5.59K | 0.99% |
| ARQ WEALTH ADVISORS, LLC | 87.57K | Sep 30, 26 | -107.56K | 0.97% |
| PARTNERS WEALTH MANAGEMENT, LLC | 16.35K | Sep 30, 26 | +16.35K | 0.18% |
| Ballast Rock Private Wealth LLC | 14.57K | Sep 30, 26 | +14.57K | 0.16% |
| Transce3nd, LLC | 11.88K | Sep 30, 26 | +11.88K | 0.13% |
| Independence Wealth Advisors, LLC | 8.53K | Sep 30, 26 | -738 | 0.09% |
| Vise Technologies, Inc. | 6.12K | Sep 30, 26 | +6.12K | 0.07% |
| LANARK FINANCIAL, INC. | 5.17K | Sep 30, 26 | +2.17K | 0.06% |
| Buck Wealth Strategies, LLC | 701 | Sep 30, 26 | -95 | 0.01% |
| DHJJ Financial Advisors, Ltd. | 20 | Sep 30, 26 | -- | 0.00% |
| BLUE JEAN FINANCIAL LLC | -- | Sep 30, 26 | -17.48K | -- |
| Private Advisor Group, LLC | 698.18K | Jun 30, 26 | +160.96K | 7.76% |
| LPL Financial LLC | 454.08K | Jun 30, 26 | -108.53K | 5.05% |
| Orion Porfolio Solutions, LLC | 286.15K | Jun 30, 26 | -3.55K | 3.18% |
| Rockefeller Capital Management L.P. | 250.57K | Jun 30, 26 | +26.98K | 2.78% |
| OneDigital Investment Advisors LLC | 192.92K | Jun 30, 26 | +79.94K | 2.14% |
| Kovack Advisors, Inc. | 189.63K | Jun 30, 26 | -41.79K | 2.11% |
| HighTower Advisors, LLC | 184.74K | Jun 30, 26 | +4.64K | 2.05% |
| Meridian Wealth Management, LLC | 154.81K | Jun 30, 26 | +179 | 1.72% |
| ENVESTNET ASSET MANAGEMENT INC | 152.96K | Jun 30, 26 | +17.89K | 1.70% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 130.65K | Jun 30, 26 | +116.39K | 1.45% |
| MML INVESTORS SERVICES, LLC | 127.29K | Jun 30, 26 | +17.45K | 1.41% |
| Ameritas Advisory Services, LLC | 111.92K | Jun 30, 26 | +21.37K | 1.24% |
| UBS Group AG | 107.46K | Jun 30, 26 | +6.77K | 1.19% |
| SMITH, MOORE & CO. | 99.37K | Jun 30, 26 | -371 | 1.10% |
| Steward Partners Investment Advisory, LLC | 86.26K | Jun 30, 26 | -3.69K | 0.96% |
| OSAIC HOLDINGS, INC. | 77.55K | Jun 30, 26 | -63.00K | 0.86% |
| OLD MISSION CAPITAL LLC | 71.94K | Jun 30, 26 | +52.87K | 0.80% |
| Parallel Advisors, LLC | 63.92K | Jun 30, 26 | -596 | 0.71% |
| Stratos Wealth Advisors, LLC | 62.32K | Jun 30, 26 | -2.19K | 0.69% |
| JPMORGAN CHASE & CO | 51.81K | Jun 30, 26 | +11.84K | 0.58% |
| CAPTRUST FINANCIAL ADVISORS | 47.89K | Jun 30, 26 | -88 | 0.53% |
| CreativeOne Wealth, LLC | 46.65K | Jun 30, 26 | +2.83K | 0.52% |
| Smartleaf Asset Management LLC | 45.69K | Jun 30, 26 | -- | 0.51% |
| STEPHENS INC /AR/ | 34.16K | Jun 30, 26 | -3.15K | 0.38% |
| Equitable Holdings, Inc. | 33.83K | Jun 30, 26 | -11.28K | 0.38% |
| Cambridge Investment Research Advisors, Inc. | 32.02K | Jun 30, 26 | +6.87K | 0.36% |
| Bay Rivers Group | 28.61K | Jun 30, 26 | +1.12K | 0.32% |
| Cetera Investment Advisers | 23.69K | Jun 30, 26 | +1.29K | 0.26% |
| Western Wealth Management, LLC | 20.62K | Jun 30, 26 | +8.02K | 0.23% |
| CITADEL ADVISORS LLC | 15.39K | Jun 30, 26 | +15.39K | 0.17% |
| ROYAL BANK OF CANADA | 13.62K | Jun 30, 26 | +2.77K | 0.15% |
| Thompson David Blair | 11.44K | Jun 30, 26 | -- | 0.13% |
| BANK OF AMERICA CORP /DE/ | 11.39K | Jun 30, 26 | +11.39K | 0.13% |
| Proficio Capital Partners LLC | 10.47K | Jun 30, 26 | -- | 0.12% |
| Advyzon Investment Management, LLC | 9.98K | Jun 30, 26 | -189 | 0.11% |
| Betterment LLC | 9.18K | Jun 30, 26 | -23 | 0.10% |
| AE Wealth Management LLC | 8.24K | Jun 30, 26 | +6 | 0.09% |
| MORGAN STANLEY | 8.15K | Jun 30, 26 | +1 | 0.09% |
| Chatterton & Associates Inc. | 6.92K | Jun 30, 26 | -- | 0.08% |
| HRT FINANCIAL LP | 6.82K | Jun 30, 26 | +6.82K | 0.08% |
| AQR CAPITAL MANAGEMENT LLC | 6.34K | Jun 30, 26 | +6.34K | 0.07% |
| Integrated Wealth Concepts LLC | 5.88K | Jun 30, 26 | +5.88K | 0.07% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3.94K | Jun 30, 26 | +3.94K | 0.04% |
| Regatta Research & Money Management | 3.90K | Jun 30, 26 | +3.90K | 0.04% |
| Golden State Wealth Management, LLC | 3.05K | Jun 30, 26 | -1.19K | 0.03% |
| Longview Financial Advisors LLC | 2.72K | Jun 30, 26 | +301 | 0.03% |
| BlackRock, Inc. | 2.54K | Jun 30, 26 | +2.54K | 0.03% |
| HARBOUR INVESTMENTS, INC. | 695 | Jun 30, 26 | -300 | 0.01% |
| NATIONAL BANK OF CANADA /FI/ | 504 | Jun 30, 26 | -- | 0.01% |
| Global Retirement Partners, LLC | 467 | Jun 30, 26 | +467 | 0.01% |
| WELLS FARGO & COMPANY/MN | 221 | Jun 30, 26 | +72 | 0.00% |
| FIFTH THIRD BANCORP | 70 | Jun 30, 26 | -140 | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 19 | Jun 30, 26 | -- | 0.00% |
| Larson Financial Group LLC | 1 | Jun 30, 26 | -- | 0.00% |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -53 | -- |
| COMMONWEALTH EQUITY SERVICES, LLC | -- | Jun 30, 26 | -9.32K | -- |
| Brookwood Investment Group LLC | -- | Jun 30, 26 | -11.04K | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -18.42K | -- |
| Vision Retirement, LLC | -- | Jun 30, 26 | -65 | -- |
| US BANCORP \DE\ | -- | Jun 30, 26 | -1.34K | -- |
| CWM, LLC | 629.59K | Mar 31, 26 | +24.30K | 7.00% |
| COMERICA BANK | 140 | Dec 31, 25 | +70 | 0.00% |
| L.M. KOHN & COMPANY | -- | Sep 30, 25 | -49.20K | -- |
| WOLVERINE TRADING, LLC | -- | Sep 30, 25 | -8.41K | -- |
| Atria Wealth Solutions, Inc. | 8.01K | Jun 30, 25 | -1.75K | 0.09% |
| Cetera Advisor Networks LLC | 214.34K | Mar 31, 24 | -34.09K | 2.38% |
