| Security National Bank | 218.26K | Sep 30, 26 | +3.74K | 4.24% |
| FOUNDERS FINANCIAL SECURITIES LLC | 183.82K | Sep 30, 26 | -1.07K | 3.57% |
| Sterling Investment Advisors, Ltd. | 112.58K | Sep 30, 26 | +4.85K | 2.19% |
| Independent Wealth Advisors LLC | 106.54K | Sep 30, 26 | +13.85K | 2.07% |
| COMMONWEALTH EQUITY SERVICES, LLC | 34.31K | Sep 30, 26 | -- | 0.67% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 12.66K | Sep 30, 26 | -650 | 0.25% |
| Cambridge Investment Research Advisors, Inc. | 8.64K | Sep 30, 26 | -- | 0.17% |
| Creative Planning | 6.04K | Sep 30, 26 | +757 | 0.12% |
| High Net Worth Advisory Group LLC | 3.78K | Sep 30, 26 | -- | 0.07% |
| United Community Bank | 2.17K | Sep 30, 26 | -- | 0.04% |
| CARY STREET PARTNERS FINANCIAL LLC | 362.63K | Jun 30, 26 | +101.40K | 7.04% |
| AMERIPRISE FINANCIAL INC | 217.41K | Jun 30, 26 | +3.64K | 4.22% |
| Private Advisor Group, LLC | 212.74K | Jun 30, 26 | +212.74K | 4.13% |
| LPL Financial LLC | 166.01K | Jun 30, 26 | +21.32K | 3.22% |
| Valmark Advisers, Inc. | 156.01K | Jun 30, 26 | +13.80K | 3.03% |
| Merit Financial Group, LLC | 140.01K | Jun 30, 26 | -16.48K | 2.72% |
| OSAIC HOLDINGS, INC. | 86.56K | Jun 30, 26 | -6.67K | 1.68% |
| ROYAL BANK OF CANADA | 55.49K | Jun 30, 26 | -255.67K | 1.08% |
| Cetera Investment Advisers | 50.82K | Jun 30, 26 | +5.06K | 0.99% |
| Focus Partners Wealth | 50.38K | Jun 30, 26 | -140 | 0.98% |
| JANE STREET GROUP, LLC | 48.94K | Jun 30, 26 | -7.84K | 0.95% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 39.93K | Jun 30, 26 | +12.16K | 0.78% |
| JPMORGAN CHASE & CO | 37.51K | Jun 30, 26 | +10.48K | 0.73% |
| COMMONWEALTH EQUITY SERVICES, LLC | 34.31K | Jun 30, 26 | -6.11K | 0.67% |
| Baird Financial Group, Inc. | 25.99K | Jun 30, 26 | +31 | 0.50% |
| WELLS FARGO & COMPANY/MN | 23.10K | Jun 30, 26 | -7.73K | 0.45% |
| GREAT VALLEY ADVISOR GROUP, INC. | 21.73K | Jun 30, 26 | -748 | 0.42% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 15.48K | Jun 30, 26 | +11.14K | 0.30% |
| RAYMOND JAMES FINANCIAL INC | 12.02K | Jun 30, 26 | -47 | 0.23% |
| Tradition Wealth Management, LLC | 11.43K | Jun 30, 26 | -568 | 0.22% |
| Alaska Wealth Advisors, LLC | 10.48K | Jun 30, 26 | -- | 0.20% |
| Cambridge Investment Research Advisors, Inc. | 8.64K | Jun 30, 26 | -16 | 0.17% |
| Oak Wealth Advisors LLC | 7.58K | Jun 30, 26 | +3.28K | 0.15% |
| STIFEL FINANCIAL CORP | 7.49K | Jun 30, 26 | +1.13K | 0.15% |
| Stratos Wealth Partners, LTD. | 7.38K | Jun 30, 26 | +1.65K | 0.14% |
| MML INVESTORS SERVICES, LLC | 5.83K | Jun 30, 26 | +823 | 0.11% |
| Capital Analysts, LLC | 5.67K | Jun 30, 26 | -334 | 0.11% |
| Creative Planning | 5.28K | Jun 30, 26 | -2.14K | 0.10% |
| Strategic Wealth Advisors LLC | 5.05K | Jun 30, 26 | -- | 0.10% |
| CITADEL ADVISORS LLC | 4.72K | Jun 30, 26 | -3.82K | 0.09% |
| Alaska Permanent Capital Management, LLC | 4.58K | Jun 30, 26 | -- | 0.09% |
| Beacon Pointe Advisors, LLC | 4.47K | Jun 30, 26 | +4.47K | 0.09% |
| ENVESTNET ASSET MANAGEMENT INC | 4.43K | Jun 30, 26 | +4.43K | 0.09% |
| Mariner, LLC | 4.25K | Jun 30, 26 | -203.14K | 0.08% |
| Equitable Holdings, Inc. | 3.73K | Jun 30, 26 | -488 | 0.07% |
| Integrated Wealth Concepts LLC | 2.92K | Jun 30, 26 | +2.92K | 0.06% |
| MORGAN STANLEY | 882 | Jun 30, 26 | -- | 0.02% |
| Ashton Thomas Private Wealth, LLC | 593 | Jun 30, 26 | +593 | 0.01% |
| Longview Financial Advisors LLC | 226 | Jun 30, 26 | -- | 0.00% |
| Focus Advisor Solutions, LLC | -- | Jun 30, 26 | -3.86K | -- |
| TCFG WEALTH MANAGEMENT, LLC | 5.26K | Mar 31, 26 | +5.26K | 0.10% |
