| Quantum Financial Advisors, LLC | 383.28K | Sep 30, 26 | +17.91K | 8.33% |
| LPL Financial LLC | 161.88K | Sep 30, 26 | -86.92K | 3.52% |
| Addison Advisors LLC | 60.57K | Sep 30, 26 | +298 | 1.32% |
| High Note Wealth, LLC | 51.52K | Sep 30, 26 | +22 | 1.12% |
| Bradley & Co. Private Wealth Management, LLC | 39.14K | Sep 30, 26 | +16.29K | 0.85% |
| Creative Planning | 32.55K | Sep 30, 26 | +52 | 0.71% |
| CENTRAL TRUST Co | 26.06K | Sep 30, 26 | +1.06K | 0.57% |
| MEYER HANDELMAN CO | 20.49K | Sep 30, 26 | +20.49K | 0.45% |
| IFG Advisory, LLC | 19.85K | Sep 30, 26 | +2.92K | 0.43% |
| COMMONWEALTH EQUITY SERVICES, LLC | 19.52K | Sep 30, 26 | +6.18K | 0.42% |
| JIM SAULNIER & ASSOCIATES, LLC | 15.49K | Sep 30, 26 | +368 | 0.34% |
| 4Thought Financial Group Inc. | 14.13K | Sep 30, 26 | +162 | 0.31% |
| Willow Creek Wealth Management Inc. | 10.25K | Sep 30, 26 | -- | 0.22% |
| Allworth Financial LP | 9.77K | Sep 30, 26 | -- | 0.21% |
| FIRST NATIONAL TRUST CO | 9.52K | Sep 30, 26 | -- | 0.21% |
| Cohalo Advisory LLC | 7.95K | Sep 30, 26 | +7.95K | 0.17% |
| Asset Dedication, LLC | 2.73K | Sep 30, 26 | +46 | 0.06% |
| Parallel Advisors, LLC | 1.15K | Sep 30, 26 | -- | 0.03% |
| Quent Capital, LLC | 400 | Sep 30, 26 | -- | 0.01% |
| RAYMOND JAMES FINANCIAL INC | 540.08K | Jun 30, 26 | +376.72K | 11.74% |
| BlackRock, Inc. | 171.19K | Jun 30, 26 | +69.99K | 3.72% |
| OSAIC HOLDINGS, INC. | 81.06K | Jun 30, 26 | +61.69K | 1.76% |
| GOLDMAN SACHS GROUP INC | 72.07K | Jun 30, 26 | +29.68K | 1.57% |
| JANE STREET GROUP, LLC | 52.71K | Jun 30, 26 | +14.62K | 1.15% |
| FLOW TRADERS U.S. LLC | 32.09K | Jun 30, 26 | +17.28K | 0.70% |
| Cerity Partners LLC | 17.55K | Jun 30, 26 | +32 | 0.38% |
| Beacon Pointe Advisors, LLC | 11.48K | Jun 30, 26 | +1.15K | 0.25% |
| Tower Research Capital LLC (TRC) | 9.29K | Jun 30, 26 | -37.10K | 0.20% |
| Integrated Wealth Concepts LLC | 1.35K | Jun 30, 26 | +1.35K | 0.03% |
| Steward Partners Investment Advisory, LLC | 876 | Jun 30, 26 | -93 | 0.02% |
| UBS Group AG | -- | Jun 30, 26 | -743 | -- |
| McIlrath & Eck, LLC | 1.53K | Mar 31, 26 | +1.53K | 0.03% |
| BlackRock Inc. | 10.00K | Jun 30, 24 | -- | 0.22% |
