| New England Capital Financial Advisors LLC | 2.84M | Sep 30, 26 | +92.73K | 48.88% |
| RAYMOND JAMES FINANCIAL INC | 1.91M | Sep 30, 26 | +326.43K | 32.92% |
| LPL Financial LLC | 1.71M | Sep 30, 26 | +1.50M | 29.44% |
| Hartford Funds Management Co LLC | 1.60M | Sep 30, 26 | +38.69K | 27.55% |
| Focus Partners Wealth | 1.11M | Sep 30, 26 | +852.13K | 19.09% |
| FLAGSHIP HARBOR ADVISORS, LLC | 988.09K | Sep 30, 26 | +971.26K | 17.04% |
| BENJAMIN EDWARDS INC | 966.34K | Sep 30, 26 | -2.16K | 16.66% |
| Retirement Management Systems Inc. | 909.03K | Sep 30, 26 | +76.24K | 15.67% |
| OSAIC HOLDINGS, INC. | 753.16K | Sep 30, 26 | +32.42K | 12.99% |
| Wealthspire Retirement, LLC | 607.48K | Sep 30, 26 | +6.56K | 10.47% |
| STIFEL FINANCIAL CORP | 431.42K | Sep 30, 26 | +123.31K | 7.44% |
| GREAT VALLEY ADVISOR GROUP, INC. | 347.95K | Sep 30, 26 | +114.39K | 6.00% |
| Mirae Asset Global Investments Co., Ltd. | 329.00K | Sep 30, 26 | +329.00K | 5.67% |
| SIERRA OCEAN, LLC | 297.93K | Sep 30, 26 | +297.93K | 5.14% |
| Private Advisor Group, LLC | 297.04K | Sep 30, 26 | +134.62K | 5.12% |
| Live Oak Investment Partners | 269.29K | Sep 30, 26 | +2.44K | 4.64% |
| TRUIST FINANCIAL CORP | 242.89K | Sep 30, 26 | +48.29K | 4.19% |
| CITIZENS FINANCIAL GROUP INC/RI | 229.49K | Sep 30, 26 | +4.45K | 3.96% |
| COMMONWEALTH EQUITY SERVICES, LLC | 195.64K | Sep 30, 26 | +16.66K | 3.37% |
| MGO ONE SEVEN LLC | 193.32K | Sep 30, 26 | -8.83K | 3.33% |
| Strategic Financial Partners, Ltd. | 180.63K | Sep 30, 26 | +180.63K | 3.11% |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 180.56K | Sep 30, 26 | +180.56K | 3.11% |
| Claro Advisors Inc. | 124.87K | Sep 30, 26 | +124.87K | 2.15% |
| THRIVENT FINANCIAL FOR LUTHERANS | 83.29K | Sep 30, 26 | +83.29K | 1.44% |
| Cambridge Investment Research Advisors, Inc. | 80.32K | Sep 30, 26 | +868 | 1.38% |
| CARY STREET PARTNERS FINANCIAL LLC | 77.32K | Sep 30, 26 | +590 | 1.33% |
| NewSquare Capital LLC | 72.13K | Sep 30, 26 | +72.13K | 1.24% |
| JPMORGAN CHASE & CO | 67.91K | Sep 30, 26 | +2.29K | 1.17% |
| GGM Financial LLC | 44.48K | Sep 30, 26 | +44.48K | 0.77% |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 39.21K | Sep 30, 26 | +1.91K | 0.68% |
| Destiny Capital Corp/CO | 38.47K | Sep 30, 26 | +488 | 0.66% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 27.22K | Sep 30, 26 | +27.22K | 0.47% |
| Mariner, LLC | 23.57K | Sep 30, 26 | +1.16K | 0.41% |
| Milestone Investment Advisors LLC | 22.97K | Sep 30, 26 | +22.97K | 0.40% |
| JANE STREET GROUP, LLC | 22.69K | Sep 30, 26 | +22.69K | 0.39% |
| UPTICK PARTNERS, LLC | 19.31K | Sep 30, 26 | +851 | 0.33% |
| Capital Investment Advisory Services, LLC | 18.53K | Sep 30, 26 | +2.78K | 0.32% |
| CORE WEALTH ADVISORS, LLC | 16.41K | Sep 30, 26 | -1.58K | 0.28% |
| Cornerstone Wealth Management, LLC | 12.84K | Sep 30, 26 | +12.84K | 0.22% |
| Bank of New York Mellon Corp | 12.52K | Sep 30, 26 | +12.52K | 0.22% |
| Vise Technologies, Inc. | 11.23K | Sep 30, 26 | +311 | 0.19% |
| Bright Futures Wealth Management, LLC. | 9.09K | Sep 30, 26 | -289 | 0.16% |
| Coquina Private Wealth LLC | 8.48K | Sep 30, 26 | +130 | 0.15% |
| COZAD ASSET MANAGEMENT INC | 7.98K | Sep 30, 26 | +20 | 0.14% |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 7.84K | Sep 30, 26 | +2.12K | 0.14% |
| SAXON INTERESTS, INC. | 7.25K | Sep 30, 26 | +7.25K | 0.12% |
| Stonebridge Financial Group, LLC / MO | 7.04K | Sep 30, 26 | +93 | 0.12% |
| Golden State Wealth Management, LLC | 2.35K | Sep 30, 26 | +2.35K | 0.04% |
| Geneos Wealth Management Inc. | 2.10K | Sep 30, 26 | -- | 0.04% |
| Ascentis Independent Advisors | 1.01K | Sep 30, 26 | +1.01K | 0.02% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 699 | Sep 30, 26 | +699 | 0.01% |
| Meramec Financial Planners, LLC | 503 | Sep 30, 26 | +503 | 0.01% |
| FIFTH THIRD BANCORP | 369 | Sep 30, 26 | +369 | 0.01% |
| AXXCESS WEALTH MANAGEMENT, LLC | -- | Sep 30, 26 | -6.98K | -- |
| Centric Wealth Management | -- | Sep 30, 26 | -411.61K | -- |
| HARBOUR INVESTMENTS, INC. | -- | Sep 30, 26 | -15.83K | -- |
| Summit Financial, LLC | -- | Sep 30, 26 | -6.79K | -- |
| Marks Group Wealth Management, Inc | -- | Sep 30, 26 | -16.26K | -- |
| StoneX Group Inc. | -- | Sep 30, 26 | -8.92K | -- |
| Bogart Wealth, LLC | -- | Sep 30, 26 | -724 | -- |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | -- | Sep 30, 26 | -536 | -- |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.60M | Jun 30, 26 | +475.94K | 44.81% |
| BANK OF AMERICA CORP /DE/ | 2.11M | Jun 30, 26 | +885.85K | 36.33% |
| RAYMOND JAMES FINANCIAL INC | 1.58M | Jun 30, 26 | +394.49K | 27.29% |
| Retirement Management Systems Inc. | 832.78K | Jun 30, 26 | +109.64K | 14.36% |
| Modern Wealth Management, LLC | 773.64K | Jun 30, 26 | +67.63K | 13.34% |
| OSAIC HOLDINGS, INC. | 720.74K | Jun 30, 26 | +258.32K | 12.43% |
| Bleakley Financial Group, LLC | 643.15K | Jun 30, 26 | +30.13K | 11.09% |
| Wealthspire Retirement, LLC | 600.92K | Jun 30, 26 | -158 | 10.36% |
| Centric Wealth Management | 411.61K | Jun 30, 26 | -- | 7.10% |
| ROYAL BANK OF CANADA | 389.71K | Jun 30, 26 | +3.90K | 6.72% |
| ENVESTNET ASSET MANAGEMENT INC | 372.71K | Jun 30, 26 | +28.68K | 6.43% |
| JONES FINANCIAL COMPANIES LLLP | 313.49K | Jun 30, 26 | +164.45K | 5.40% |
| STIFEL FINANCIAL CORP | 308.10K | Jun 30, 26 | +67.87K | 5.31% |
| Mutual Advisors, LLC | 244.50K | Jun 30, 26 | +21.98K | 4.22% |
| Sonoma Allocations LLC | 171.55K | Jun 30, 26 | +78.96K | 2.96% |
| Sanctuary Advisors, LLC | 144.43K | Jun 30, 26 | +8.06K | 2.49% |
| WNY Asset Management, LLC | 108.82K | Jun 30, 26 | -71.26K | 1.88% |
| MML INVESTORS SERVICES, LLC | 90.70K | Jun 30, 26 | +68.27K | 1.56% |
| CARY STREET PARTNERS FINANCIAL LLC | 76.73K | Jun 30, 26 | +9.44K | 1.32% |
| JPMORGAN CHASE & CO | 65.62K | Jun 30, 26 | +7.89K | 1.13% |
| Beacon Pointe Advisors, LLC | 65.38K | Jun 30, 26 | +65.38K | 1.13% |
| NATIXIS ADVISORS, LLC | 63.40K | Jun 30, 26 | +40.66K | 1.09% |
| Kovack Advisors, Inc. | 51.05K | Jun 30, 26 | +1.68K | 0.88% |
| &PARTNERS | 43.04K | Jun 30, 26 | +1.43K | 0.74% |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 37.31K | Jun 30, 26 | +3.18K | 0.64% |
| EP Wealth Advisors, LLC | 36.06K | Jun 30, 26 | +36.06K | 0.62% |
| Cetera Investment Advisers | 33.99K | Jun 30, 26 | +16.56K | 0.59% |
| Steward Partners Investment Advisory, LLC | 31.64K | Jun 30, 26 | +428 | 0.55% |
| Arkadios Wealth Advisors | 20.35K | Jun 30, 26 | -1.09K | 0.35% |
| Evergreen Wealth Partners LLC | 17.39K | Jun 30, 26 | +17.39K | 0.30% |
| COZAD ASSET MANAGEMENT INC | 7.96K | Jun 30, 26 | +7.96K | 0.14% |
| Stonebridge Financial Group, LLC / MO | 6.95K | Jun 30, 26 | +96 | 0.12% |
| ALEXANDER LABRUNERIE & CO., INC. | 6.57K | Jun 30, 26 | -- | 0.11% |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 5.73K | Jun 30, 26 | +5.73K | 0.10% |
| Capital Analysts, LLC | 5.21K | Jun 30, 26 | -- | 0.09% |
| Continuum Advisory, LLC | 876 | Jun 30, 26 | +876 | 0.02% |
| MORGAN STANLEY | 168 | Jun 30, 26 | +45 | 0.00% |
| Rockefeller Capital Management L.P. | 81 | Jun 30, 26 | +81 | 0.00% |
| GOLDMAN SACHS GROUP INC | -- | Jun 30, 26 | -6.50K | -- |
| Gateway Wealth Partners, LLC | -- | Jun 30, 26 | -24.95K | -- |
| FSA Wealth Management LLC | 200 | Sep 30, 25 | +200 | 0.00% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 841 | Jun 30, 24 | +841 | 0.01% |
| TimeScale Financial, Inc. | 15.20K | Jun 30, 23 | -703 | 0.26% |
