| LPL Financial LLC | 434.66K | Sep 30, 26 | +12.95K | 19.06% |
| COMMONWEALTH EQUITY SERVICES, LLC | 17.84K | Sep 30, 26 | +1.13K | 0.78% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2.68K | Sep 30, 26 | +2.68K | 0.12% |
| PNC FINANCIAL SERVICES GROUP, INC. | 743 | Sep 30, 26 | -- | 0.03% |
| ALLIANCEBERNSTEIN L.P. | 1.62M | Jun 30, 26 | +288.49K | 71.02% |
| ENVESTNET ASSET MANAGEMENT INC | 36.46K | Jun 30, 26 | -272 | 1.60% |
| GOLDMAN SACHS GROUP INC | 33.91K | Jun 30, 26 | +33.91K | 1.49% |
| Kingsview Wealth Management, LLC | 9.71K | Jun 30, 26 | -253 | 0.43% |
| CITADEL ADVISORS LLC | 4.65K | Jun 30, 26 | +4.65K | 0.20% |
| Laraway Financial Advisors Inc | 3.62K | Jun 30, 26 | +9 | 0.16% |
| OSAIC HOLDINGS, INC. | 3.28K | Jun 30, 26 | +328 | 0.14% |
| Advisory Services Network, LLC | 2.33K | Jun 30, 26 | +2.33K | 0.10% |
| PNC FINANCIAL SERVICES GROUP, INC. | 743 | Jun 30, 26 | -- | 0.03% |
| Global Retirement Partners, LLC | 570 | Jun 30, 26 | +570 | 0.02% |
| JPMORGAN CHASE & CO | 92 | Jun 30, 26 | +92 | 0.00% |
| NewEdge Advisors, LLC | 53 | Jun 30, 26 | +53 | 0.00% |
| Integrated Wealth Concepts LLC | 50 | Jun 30, 26 | +50 | 0.00% |
| MORGAN STANLEY | 1 | Jun 30, 26 | -- | 0.00% |
| UBS Group AG | -- | Jun 30, 26 | -219 | -- |
| ROYAL BANK OF CANADA | -- | Jun 30, 26 | -618 | -- |
| Arkadios Wealth Advisors | -- | Jun 30, 26 | -94.91K | -- |
| WELLS FARGO & COMPANY/MN | -- | Jun 30, 26 | -172 | -- |
| CWM, LLC | 221 | Mar 31, 26 | -- | 0.01% |
