| TRUE Private Wealth Advisors | 1.34M | Sep 30, 26 | +32.58K | 20.78% |
| RAYMOND JAMES FINANCIAL INC | 536.11K | Sep 30, 26 | +29.22K | 8.31% |
| Quantum Financial Advisors, LLC | 340.61K | Sep 30, 26 | +59.30K | 5.28% |
| BlackRock, Inc. | 248.56K | Sep 30, 26 | +77.89K | 3.85% |
| D.A. DAVIDSON & CO. | 170.69K | Sep 30, 26 | +7.45K | 2.65% |
| MORGAN STANLEY | 124.44K | Sep 30, 26 | -- | 1.93% |
| CENTRAL TRUST Co | 111.13K | Sep 30, 26 | +29.28K | 1.72% |
| Bradley & Co. Private Wealth Management, LLC | 56.25K | Sep 30, 26 | +27.92K | 0.87% |
| IFG Advisory, LLC | 53.30K | Sep 30, 26 | +14.40K | 0.83% |
| LPL Financial LLC | 35.98K | Sep 30, 26 | +21.21K | 0.56% |
| FLOW TRADERS U.S. LLC | 33.75K | Sep 30, 26 | +13.33K | 0.52% |
| OSAIC HOLDINGS, INC. | 33.22K | Sep 30, 26 | -29.82K | 0.51% |
| JIM SAULNIER & ASSOCIATES, LLC | 29.74K | Sep 30, 26 | +763 | 0.46% |
| MKT Advisors LLC | 25.11K | Sep 30, 26 | +844 | 0.39% |
| COMMONWEALTH EQUITY SERVICES, LLC | 20.67K | Sep 30, 26 | +11.66K | 0.32% |
| ARK & TLK INVESTMENTS, LLC | 18.82K | Sep 30, 26 | -- | 0.29% |
| 4Thought Financial Group Inc. | 14.02K | Sep 30, 26 | +183 | 0.22% |
| Magnus Financial Group LLC | 12.62K | Sep 30, 26 | +12.62K | 0.20% |
| Creative Planning | 11.86K | Sep 30, 26 | +34 | 0.18% |
| BlackDiamond Wealth Management, LLC | 10.46K | Sep 30, 26 | -6.11K | 0.16% |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 9.01K | Sep 30, 26 | +9.01K | 0.14% |
| Allworth Financial LP | 8.51K | Sep 30, 26 | -- | 0.13% |
| BURKETT FINANCIAL SERVICES, LLC | 4.70K | Sep 30, 26 | +4.70K | 0.07% |
| Laurel Wealth Advisors LLC | 2.00K | Sep 30, 26 | +2.00K | 0.03% |
| Asset Dedication, LLC | 1.37K | Sep 30, 26 | +599 | 0.02% |
| Parallel Advisors, LLC | 1.14K | Sep 30, 26 | -- | 0.02% |
| Steward Partners Investment Advisory, LLC | 683 | Sep 30, 26 | +18 | 0.01% |
| JONES FINANCIAL COMPANIES LLLP | 510 | Sep 30, 26 | +510 | 0.01% |
| JANE STREET GROUP, LLC | -- | Sep 30, 26 | -40.21K | -- |
| UBS Group AG | -- | Sep 30, 26 | -346 | -- |
| NewEdge Advisors, LLC | -- | Sep 30, 26 | -17.89K | -- |
| FMR LLC | -- | Sep 30, 26 | -2.63K | -- |
| RAYMOND JAMES FINANCIAL INC | 506.89K | Jun 30, 26 | +351.48K | 7.86% |
| BlackRock, Inc. | 170.66K | Jun 30, 26 | +70.41K | 2.65% |
| MORGAN STANLEY | 124.44K | Jun 30, 26 | +124.44K | 1.93% |
| OSAIC HOLDINGS, INC. | 63.03K | Jun 30, 26 | +46.18K | 0.98% |
| GOLDMAN SACHS GROUP INC | 48.27K | Jun 30, 26 | -- | 0.75% |
| FLOW TRADERS U.S. LLC | 20.42K | Jun 30, 26 | -3.84K | 0.32% |
| NewEdge Advisors, LLC | 17.89K | Jun 30, 26 | -26 | 0.28% |
| ROYAL BANK OF CANADA | 9.15K | Jun 30, 26 | -4.26K | 0.14% |
| WELLS FARGO & COMPANY/MN | 52 | Jun 30, 26 | +52 | 0.00% |
| Tower Research Capital LLC (TRC) | -- | Jun 30, 26 | -28.56K | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -40.56K | -- |
| McIlrath & Eck, LLC | 1.84K | Mar 31, 26 | +1.84K | 0.03% |
