| ZEGA Investments, LLC | 1.87M | Sep 30, 26 | -63.27K | 9.12% |
| RAYMOND JAMES FINANCIAL INC | 1.50M | Sep 30, 26 | +25.12K | 7.30% |
| Concord Wealth Partners | 1.26M | Sep 30, 26 | -3.63K | 6.14% |
| Concord Asset Management, LLC/VA | 1.22M | Sep 30, 26 | +35.71K | 5.96% |
| UBS Group AG | 1.10M | Sep 30, 26 | +80.31K | 5.39% |
| LPL Financial LLC | 1.03M | Sep 30, 26 | -1.04K | 5.03% |
| Rathbones Group PLC | 436.00K | Sep 30, 26 | -- | 2.13% |
| Decker Wealth Management LLC | 360.32K | Sep 30, 26 | -15.35K | 1.76% |
| Luken Investment Analytics, LLC | 346.79K | Sep 30, 26 | +50.63K | 1.69% |
| OneAscent Financial Services LLC | 293.91K | Sep 30, 26 | +11.12K | 1.43% |
| JANE STREET GROUP, LLC | 276.35K | Sep 30, 26 | +93.79K | 1.35% |
| Hedeker Wealth, LLC | 254.67K | Sep 30, 26 | +37.29K | 1.24% |
| Cambridge Investment Research Advisors, Inc. | 251.97K | Sep 30, 26 | +38.61K | 1.23% |
| Farther Finance Advisors, LLC | 169.91K | Sep 30, 26 | -8.47K | 0.83% |
| Auour Investments LLC | 157.80K | Sep 30, 26 | +9.22K | 0.77% |
| OneAscent Wealth Management LLC | 143.16K | Sep 30, 26 | -5.11K | 0.70% |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | 138.24K | Sep 30, 26 | +138.24K | 0.67% |
| Virtue Capital Management, LLC | 136.99K | Sep 30, 26 | +119.98K | 0.67% |
| OSAIC HOLDINGS, INC. | 116.28K | Sep 30, 26 | -560 | 0.57% |
| Breakwater Investment Management | 113.38K | Sep 30, 26 | +84.73K | 0.55% |
| OneAscent Family Office, LLC | 103.63K | Sep 30, 26 | +17.07K | 0.51% |
| Private Advisor Group, LLC | 90.65K | Sep 30, 26 | +53.82K | 0.44% |
| ORBA Wealth Advisors, L.L.C. | 89.26K | Sep 30, 26 | +2.56K | 0.44% |
| Midwest Financial Network, LLC | 75.71K | Sep 30, 26 | +24.59K | 0.37% |
| HighPoint Advisor Group LLC | 51.30K | Sep 30, 26 | +3.93K | 0.25% |
| BayBridge Capital Group, LLC | 50.56K | Sep 30, 26 | +33.58K | 0.25% |
| STATE STREET CORP | 49.60K | Sep 30, 26 | +49.60K | 0.24% |
| Western Wealth Management, LLC | 42.22K | Sep 30, 26 | +6.85K | 0.21% |
| Sharkey, Howes & Javer | 38.63K | Sep 30, 26 | -4.54K | 0.19% |
| DWM Financial Group, Inc. | 35.42K | Sep 30, 26 | +35.42K | 0.17% |
| SHEETS SMITH WEALTH MANAGEMENT | 34.34K | Sep 30, 26 | +822 | 0.17% |
| Atria Investments, Inc | 33.59K | Sep 30, 26 | +917 | 0.16% |
| Savvy Advisors, Inc. | 32.59K | Sep 30, 26 | -12.18K | 0.16% |
| Portfolio Strategies, Inc. | 30.48K | Sep 30, 26 | +9.40K | 0.15% |
| STIFEL FINANCIAL CORP | 28.78K | Sep 30, 26 | -14.64K | 0.14% |
| NFSG Corp | 22.03K | Sep 30, 26 | +3.37K | 0.11% |
| Legacy Wealth Managment, LLC/ID | 21.99K | Sep 30, 26 | -12.69K | 0.11% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 21.07K | Sep 30, 26 | +119 | 0.10% |
| HANOVER ADVISORS INC | 20.89K | Sep 30, 26 | +412 | 0.10% |
| Triad Wealth Partners, LLC | 19.38K | Sep 30, 26 | -- | 0.09% |
| Creative Planning | 18.84K | Sep 30, 26 | -4.32K | 0.09% |
| TITLEIST ASSET MANAGEMENT, LLC | 18.82K | Sep 30, 26 | +18.82K | 0.09% |
| Moors & Cabot, Inc. | 18.35K | Sep 30, 26 | -- | 0.09% |
| Collaborative Wealth Managment Inc. | 17.66K | Sep 30, 26 | -676 | 0.09% |
| Tactive Advisors, LLC | 17.61K | Sep 30, 26 | +7.84K | 0.09% |
| Marshall Financial Group, LLC | 16.55K | Sep 30, 26 | +927 | 0.08% |
| Glass Jacobson Investment Advisors llc | 14.88K | Sep 30, 26 | +176 | 0.07% |
| M.E. ALLISON & CO., INC. | 14.00K | Sep 30, 26 | -- | 0.07% |
| Shared Vision Wealth Group LLC | 13.69K | Sep 30, 26 | +116 | 0.07% |
| HighTower Advisors, LLC | 12.94K | Sep 30, 26 | -4.29K | 0.06% |
| THOMPSON DAVIS & CO., INC. | 12.70K | Sep 30, 26 | -1.10K | 0.06% |
| Schear Investment Advisers, LLC | 12.34K | Sep 30, 26 | +12.34K | 0.06% |
| Tempo Wealth, LLC | 12.34K | Sep 30, 26 | -991 | 0.06% |
| FIFTH THIRD BANCORP | 11.50K | Sep 30, 26 | -2.50K | 0.06% |
| PARK AVENUE SECURITIES LLC | 11.33K | Sep 30, 26 | -6.17K | 0.06% |
| Allen Capital Group, LLC | 11.28K | Sep 30, 26 | +19 | 0.06% |
| VestGen Advisors, LLC | 10.57K | Sep 30, 26 | +1.23K | 0.05% |
| NWAM LLC | 10.44K | Sep 30, 26 | +2.38K | 0.05% |
| Fairman Group, LLC | 10.38K | Sep 30, 26 | +5.03K | 0.05% |
| Accurate Wealth Management, LLC | 8.18K | Sep 30, 26 | -720 | 0.04% |
| WOODMONT INVESTMENT COUNSEL LLC | 7.80K | Sep 30, 26 | -7.76K | 0.04% |
| CAPTRUST FINANCIAL ADVISORS | 7.75K | Sep 30, 26 | +7.75K | 0.04% |
| GREAT VALLEY ADVISOR GROUP, INC. | 7.56K | Sep 30, 26 | +2 | 0.04% |
| IFP Advisors, Inc | 7.47K | Sep 30, 26 | +575 | 0.04% |
| Wavvest Wealth LLC | 7.30K | Sep 30, 26 | +7.30K | 0.04% |
| Blue Trust, Inc. | 7.00K | Sep 30, 26 | +7.00K | 0.03% |
| JPMORGAN CHASE & CO | 5.11K | Sep 30, 26 | +5.11K | 0.02% |
| AE Wealth Management LLC | 1.89K | Sep 30, 26 | +606 | 0.01% |
| PRIVATE TRUST CO NA | 1.60K | Sep 30, 26 | -2.40K | 0.01% |
| Clearstead Trust, LLC | 1.10K | Sep 30, 26 | -270 | 0.01% |
| Global Retirement Partners, LLC | 1.10K | Sep 30, 26 | +19 | 0.01% |
| Larson Financial Group LLC | 500 | Sep 30, 26 | -- | 0.00% |
| SBI Securities Co., Ltd. | 283 | Sep 30, 26 | +60 | 0.00% |
| Provenance Wealth Advisors, LLC | 177 | Sep 30, 26 | +177 | 0.00% |
| HOEY INVESTMENTS, INC | 105 | Sep 30, 26 | -- | 0.00% |
| CX Institutional | 91 | Sep 30, 26 | +91 | 0.00% |
| Spurstone Advisory Services, LLC | 4 | Sep 30, 26 | -- | 0.00% |
| RAYMOND JAMES FINANCIAL INC | 1.47M | Jun 30, 26 | +165.28K | 7.17% |
| MORGAN STANLEY | 1.24M | Jun 30, 26 | +176.08K | 6.05% |
| UBS Group AG | 1.02M | Jun 30, 26 | +128.41K | 5.00% |
| BANK OF AMERICA CORP /DE/ | 613.24K | Jun 30, 26 | -53.56K | 2.99% |
| WELLS FARGO & COMPANY/MN | 592.90K | Jun 30, 26 | -125.82K | 2.89% |
| Advance Capital Management, Inc. | 410.33K | Jun 30, 26 | +37.34K | 2.00% |
| Equitable Holdings, Inc. | 265.15K | Jun 30, 26 | +38.22K | 1.29% |
| Coppell Advisory Solutions LLC | 227.89K | Jun 30, 26 | +227.89K | 1.11% |
| JANE STREET GROUP, LLC | 182.56K | Jun 30, 26 | +62.16K | 0.89% |
| ROYAL BANK OF CANADA | 171.89K | Jun 30, 26 | -16.02K | 0.84% |
| OLD MISSION CAPITAL LLC | 139.94K | Jun 30, 26 | +139.94K | 0.68% |
| OSAIC HOLDINGS, INC. | 116.84K | Jun 30, 26 | -74.40K | 0.57% |
| Wealth Watch Advisors, INC | 107.23K | Jun 30, 26 | +44.72K | 0.52% |
| OneAscent Family Office, LLC | 86.56K | Jun 30, 26 | +30.82K | 0.42% |
| Inspire Advisors, LLC | 76.56K | Jun 30, 26 | -76.97K | 0.37% |
| SK Wealth Management, LLC | 71.96K | Jun 30, 26 | -68.38K | 0.35% |
| Savvy Advisors, Inc. | 44.77K | Jun 30, 26 | -172 | 0.22% |
| MML INVESTORS SERVICES, LLC | 44.28K | Jun 30, 26 | +7.40K | 0.22% |
| STIFEL FINANCIAL CORP | 43.41K | Jun 30, 26 | +4.60K | 0.21% |
| NewEdge Wealth, LLC | 42.87K | Jun 30, 26 | -3.78K | 0.21% |
| ENVESTNET ASSET MANAGEMENT INC | 41.08K | Jun 30, 26 | -21.11K | 0.20% |
| Gotham Asset Management, LLC | 40.30K | Jun 30, 26 | +6.11K | 0.20% |
| TORONTO DOMINION BANK | 39.77K | Jun 30, 26 | +39.77K | 0.19% |
| L & S Advisors Inc | 34.87K | Jun 30, 26 | +258 | 0.17% |
| Legacy Wealth Managment, LLC/ID | 34.68K | Jun 30, 26 | +34.68K | 0.17% |
| CITADEL ADVISORS LLC | 28.11K | Jun 30, 26 | +19.58K | 0.14% |
| NewEdge Advisors, LLC | 26.64K | Jun 30, 26 | -580 | 0.13% |
| HANOVER ADVISORS INC | 20.48K | Jun 30, 26 | +247 | 0.10% |
| World Investment Advisors | 15.66K | Jun 30, 26 | +39 | 0.08% |
| Marshall Financial Group, LLC | 15.62K | Jun 30, 26 | -771 | 0.08% |
| MERCER GLOBAL ADVISORS INC /ADV | 14.80K | Jun 30, 26 | -174 | 0.07% |
| Authentikos Wealth Advisory, LLC | 14.07K | Jun 30, 26 | -3.72K | 0.07% |
| Gateway Wealth Partners, LLC | 9.81K | Jun 30, 26 | -9.05K | 0.05% |
| Rockefeller Capital Management L.P. | 9.76K | Jun 30, 26 | +1.00K | 0.05% |
| IHT Wealth Management, LLC | 9.43K | Jun 30, 26 | +9.43K | 0.05% |
| Advisory Services Network, LLC | 7.91K | Jun 30, 26 | -- | 0.04% |
| Pinnacle Family Advisors, LLC | 7.39K | Jun 30, 26 | +7.39K | 0.04% |
| JONES FINANCIAL COMPANIES LLLP | 6.74K | Jun 30, 26 | +904 | 0.03% |
| Integrated Wealth Concepts LLC | 1.43K | Jun 30, 26 | +1.43K | 0.01% |
| AE Wealth Management LLC | 1.28K | Jun 30, 26 | +16 | 0.01% |
| Steward Partners Investment Advisory, LLC | 1.05K | Jun 30, 26 | -65 | 0.01% |
| MCGUIRE CAPITAL ADVISORS INC | 2 | Jun 30, 26 | -- | 0.00% |
| Waverly Advisors, LLC | -- | Jun 30, 26 | -2.36K | -- |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | -- | Jun 30, 26 | -651 | -- |
| PURSUE WEALTH PARTNERS LLC | -- | Jun 30, 26 | -11.35K | -- |
| Eldridge Investment Advisors, Inc. | -- | Jun 30, 26 | -15.05K | -- |
| CWM, LLC | 176.32K | Mar 31, 26 | +61.10K | 0.86% |
| COMERICA BANK | 13.06K | Dec 31, 25 | -1.44K | 0.06% |
| REDMONT WEALTH ADVISORS LLC | 8.85K | Dec 31, 25 | +388 | 0.04% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -95 | -- |
| FULLCIRCLE WEALTH LLC | 13.58K | Sep 30, 25 | -- | 0.07% |
| Congress Wealth Management LLC / DE / | 132.85K | Jun 30, 25 | +12.72K | 0.65% |
| Capital A Wealth Management, LLC | 623 | Jun 30, 25 | +623 | 0.00% |
| Orion Portfolio Solutions, LLC | 97.81K | Mar 31, 25 | +6.20K | 0.48% |
| LPF Advisors LLC | -- | Mar 31, 25 | -7.30K | -- |
| Householder Group Estate & Retirement Specialist, LLC | 9.39K | Dec 31, 24 | +315 | 0.05% |
| WINTRUST INVESTMENTS LLC | 1.10K | Dec 31, 24 | -25 | 0.01% |
| Zega Financial, LLC | 296.58K | Sep 30, 24 | +33.65K | 1.45% |
| RAYMOND JAMES & ASSOCIATES | 102.76K | Sep 30, 24 | +34.03K | 0.50% |
| Raymond James Financial Services Advisors, Inc. | 12.10K | Sep 30, 24 | +1.46K | 0.06% |
| Peterson Financial Group, Inc. | 3 | Sep 30, 24 | +3 | 0.00% |
| Coppell Advisory Solutions Corp. | 12.60K | Mar 31, 24 | +12.60K | 0.06% |
| Cetera Advisors LLC | -- | Mar 31, 24 | -54.87K | -- |
