| Financial Gravity Companies, Inc. | 420.19K | Jun 30, 26 | +420.19K | 12.67% |
| Columbus Macro, LLC | 406.37K | Jun 30, 26 | +15.97K | 12.26% |
| ENVESTNET ASSET MANAGEMENT INC | 389.69K | Jun 30, 26 | +15.52K | 11.75% |
| Cetera Investment Advisers | 372.50K | Jun 30, 26 | +17.84K | 11.24% |
| MORGAN STANLEY | 100.00K | Jun 30, 26 | -- | 3.02% |
| Allworth Financial LP | 55.09K | Jun 30, 26 | +18.44K | 1.66% |
| MRA Advisory Group | 36.98K | Jun 30, 26 | -1.65K | 1.12% |
| JPMORGAN CHASE & CO | 35.98K | Jun 30, 26 | +21.22K | 1.09% |
| LPL Financial LLC | 16.43K | Jun 30, 26 | +2.36K | 0.50% |
| Wealth Management Associates, Inc. | 14.93K | Jun 30, 26 | +4.45K | 0.45% |
| Mutual Advisors, LLC | 9.44K | Jun 30, 26 | -167 | 0.28% |
| JANE STREET GROUP, LLC | 8.38K | Jun 30, 26 | -28.77K | 0.25% |
| MERCER GLOBAL ADVISORS INC /ADV | 6.79K | Jun 30, 26 | +6.79K | 0.20% |
| ROYAL BANK OF CANADA | 541 | Jun 30, 26 | -- | 0.02% |
| Capital Analysts, LLC | 368 | Jun 30, 26 | -422 | 0.01% |
| IFG Advisory, LLC | 200 | Jun 30, 26 | +200 | 0.01% |
| NEW ENGLAND ASSET MANAGEMENT INC | 115 | Jun 30, 26 | +115 | 0.00% |
| HARBOUR INVESTMENTS, INC. | -- | Jun 30, 26 | -16 | -- |
| UBS Group AG | -- | Jun 30, 26 | -332 | -- |
| CITIGROUP INC | -- | Jun 30, 26 | -64 | -- |
| Financial Gravity Asset Management, Inc. | 409.13K | Mar 31, 26 | +21.83K | 12.34% |
| CWM, LLC | -- | Mar 31, 26 | -315 | -- |
| First Horizon Advisors, Inc. | 982 | Jun 30, 25 | -125 | 0.03% |
| American Family Insurance Mutual Holding Co | 3.54M | Mar 31, 24 | -- | 106.89% |
| Cetera Advisors LLC | 123.08K | Mar 31, 24 | +112.12K | 3.71% |
| Cetera Advisor Networks LLC | 38.28K | Mar 31, 24 | +4.36K | 1.15% |
| Cascadia Advisory Services, LLC | 4.96K | Sep 30, 21 | +4.96K | 0.15% |