| LPL Financial LLC | 3.04M | Sep 30, 26 | -49.38K | 33.02% |
| RAYMOND JAMES FINANCIAL INC | 702.34K | Sep 30, 26 | +100.66K | 7.62% |
| Bank of New York Mellon Corp | 309.13K | Sep 30, 26 | -1.13K | 3.35% |
| UBS Group AG | 225.09K | Sep 30, 26 | +98.51K | 2.44% |
| SageGuard Financial Group, LLC | 209.97K | Sep 30, 26 | +33.23K | 2.28% |
| Advisory Resource Group | 115.53K | Sep 30, 26 | -20.91K | 1.25% |
| OSAIC HOLDINGS, INC. | 110.58K | Sep 30, 26 | +6.10K | 1.20% |
| Western Wealth Management, LLC | 70.27K | Sep 30, 26 | -1.28K | 0.76% |
| JANE STREET GROUP, LLC | 67.16K | Sep 30, 26 | -97.31K | 0.73% |
| VICTORY FINANCIAL GROUP, LLC | 39.57K | Sep 30, 26 | +10.09K | 0.43% |
| Private Advisor Group, LLC | 38.45K | Sep 30, 26 | +7.54K | 0.42% |
| Kestra Advisory Services, LLC | 34.70K | Sep 30, 26 | +3.21K | 0.38% |
| TRUIST FINANCIAL CORP | 34.22K | Sep 30, 26 | -1.91K | 0.37% |
| Platform Technology Partners | 26.10K | Sep 30, 26 | +1.00K | 0.28% |
| BETO FINANCIAL GROUP, LLC | 24.40K | Sep 30, 26 | +1.40K | 0.26% |
| CAPTRUST FINANCIAL ADVISORS | 14.81K | Sep 30, 26 | -- | 0.16% |
| Redwood Financial Network Corp | 11.43K | Sep 30, 26 | -11 | 0.12% |
| Cambridge Investment Research Advisors, Inc. | 10.58K | Sep 30, 26 | -690 | 0.11% |
| Clear Creek Financial Management, LLC | 7.17K | Sep 30, 26 | +7.17K | 0.08% |
| Sage Advisory Services, Ltd.Co. | 6.84K | Sep 30, 26 | -590 | 0.07% |
| Allworth Financial LP | 2.54K | Sep 30, 26 | -- | 0.03% |
| PNC FINANCIAL SERVICES GROUP, INC. | 1.65K | Sep 30, 26 | -- | 0.02% |
| FIFTH THIRD BANCORP | 1.57K | Sep 30, 26 | -4.17K | 0.02% |
| Global Retirement Partners, LLC | 1.24K | Sep 30, 26 | -25 | 0.01% |
| EverSource Wealth Advisors, LLC | 905 | Sep 30, 26 | +14 | 0.01% |
| UMB Bank, n.a. | 803 | Sep 30, 26 | -- | 0.01% |
| IFG Advisory, LLC | 515 | Sep 30, 26 | +3 | 0.01% |
| CULLEN/FROST BANKERS, INC. | 401 | Sep 30, 26 | +401 | 0.00% |
| N.E.W. Advisory Services LLC | 192 | Sep 30, 26 | -- | 0.00% |
| Parallel Advisors, LLC | 142 | Sep 30, 26 | -- | 0.00% |
| Rossby Financial, LCC | 132 | Sep 30, 26 | -99 | 0.00% |
| Ascentis Independent Advisors | 126 | Sep 30, 26 | +126 | 0.00% |
| Signature Equity Partners, LLC | 94 | Sep 30, 26 | +2 | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 28 | Sep 30, 26 | -- | 0.00% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | -- | Sep 30, 26 | -5.44K | -- |
| HighPoint Advisor Group LLC | -- | Sep 30, 26 | -5.40K | -- |
| Fjell Capital, LLC | -- | Sep 30, 26 | -49.13K | -- |
| RAYMOND JAMES FINANCIAL INC | 601.69K | Jun 30, 26 | +11.08K | 6.53% |
| ALLIANCEBERNSTEIN L.P. | 339.85K | Jun 30, 26 | +43.96K | 3.69% |
| ENVESTNET ASSET MANAGEMENT INC | 269.30K | Jun 30, 26 | +2.79K | 2.92% |
| Anderson Financial Strategies, LLC | 262.23K | Jun 30, 26 | +18.57K | 2.85% |
| SageGuard Financial Group, LLC | 176.74K | Jun 30, 26 | +137.96K | 1.92% |
| JANE STREET GROUP, LLC | 164.47K | Jun 30, 26 | +164.47K | 1.78% |
| IHT Wealth Management, LLC | 150.11K | Jun 30, 26 | -1.62K | 1.63% |
| Stratos Wealth Partners, LTD. | 140.08K | Jun 30, 26 | +10.31K | 1.52% |
| UBS Group AG | 126.58K | Jun 30, 26 | +75.52K | 1.37% |
| OSAIC HOLDINGS, INC. | 104.47K | Jun 30, 26 | +16.20K | 1.13% |
| Kingsview Wealth Management, LLC | 33.33K | Jun 30, 26 | +1.65K | 0.36% |
| BETO FINANCIAL GROUP, LLC | 23.00K | Jun 30, 26 | +3.16K | 0.25% |
| CITADEL ADVISORS LLC | 17.18K | Jun 30, 26 | +17.18K | 0.19% |
| Sanctuary Advisors, LLC | 14.85K | Jun 30, 26 | -88 | 0.16% |
| CAPTRUST FINANCIAL ADVISORS | 14.81K | Jun 30, 26 | +2.68K | 0.16% |
| MML INVESTORS SERVICES, LLC | 9.21K | Jun 30, 26 | -9.17K | 0.10% |
| NewEdge Advisors, LLC | 6.16K | Jun 30, 26 | +6.07K | 0.07% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 5.44K | Jun 30, 26 | -40 | 0.06% |
| BITTERROOT CAPITAL ADVISORS LLC | 2.78K | Jun 30, 26 | +45 | 0.03% |
| Steward Partners Investment Advisory, LLC | 2.14K | Jun 30, 26 | -705 | 0.02% |
| MORGAN STANLEY | 1.99K | Jun 30, 26 | -- | 0.02% |
| Rockefeller Capital Management L.P. | 486 | Jun 30, 26 | +486 | 0.01% |
| Continuum Advisory, LLC | 484 | Jun 30, 26 | +484 | 0.01% |
| Integrated Wealth Concepts LLC | 196 | Jun 30, 26 | +196 | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | -- | Jun 30, 26 | -35 | -- |
| VANGUARD ADVISERS INC | -- | Jun 30, 26 | -68 | -- |
| RETIREMENT PLANNING GROUP, LLC / NY | -- | Jun 30, 26 | -6.06K | -- |
| Arkadios Wealth Advisors | -- | Jun 30, 26 | -656.15K | -- |
| WELLS FARGO & COMPANY/MN | -- | Jun 30, 26 | -628 | -- |
| CWM, LLC | 2.75K | Mar 31, 26 | +118 | 0.03% |
| COMERICA BANK | 8.22K | Dec 31, 25 | -26 | 0.09% |
| Financial Advocates Investment Management | -- | Sep 30, 25 | -71.83K | -- |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -6.37K | -- |
| Good Life Advisors, LLC | -- | Jun 30, 25 | -6.82K | -- |
| Raymond James Financial Services Advisors, Inc. | 227.63K | Sep 30, 24 | +120.05K | 2.47% |
| RAYMOND JAMES & ASSOCIATES | 17.57K | Sep 30, 24 | -3.64K | 0.19% |
| ICA Group Wealth Management, LLC | -- | Jun 30, 24 | -337 | -- |
| COMERICA SECURITIES,INC. | 65.48K | Sep 30, 23 | +545 | 0.71% |
