| Aprio Wealth Management, LLC | 229.29K | Sep 30, 26 | +11.26K | 16.64% |
| LPL Financial LLC | 123.05K | Sep 30, 26 | +22.53K | 8.93% |
| Prospera Financial Services Inc | 114.57K | Sep 30, 26 | +10.04K | 8.32% |
| THRIVENT FINANCIAL FOR LUTHERANS | 58.39K | Sep 30, 26 | +6.51K | 4.24% |
| VestGen Advisors, LLC | 33.17K | Sep 30, 26 | +3.61K | 2.41% |
| Apollon Wealth Management, LLC | 18.28K | Sep 30, 26 | +690 | 1.33% |
| Outlook Wealth Advisors, LLC | 14.36K | Sep 30, 26 | +14.36K | 1.04% |
| Haven Private, LLC | 11.31K | Sep 30, 26 | +4.80K | 0.82% |
| Kesler, Norman & Wride, LLC | 11.05K | Sep 30, 26 | +6.92K | 0.80% |
| High Point Wealth Management, LLC | 9.10K | Sep 30, 26 | +190 | 0.66% |
| TRUIST FINANCIAL CORP | 6.35K | Sep 30, 26 | +1.12K | 0.46% |
| OPPENHEIMER & CO INC | 5.43K | Sep 30, 26 | +5.43K | 0.39% |
| Bank of New York Mellon Corp | 4.16K | Sep 30, 26 | +921 | 0.30% |
| CITIGROUP INC | 3.73K | Sep 30, 26 | +1.72K | 0.27% |
| DecisionMap Wealth Management, LLC | 3.31K | Sep 30, 26 | +873 | 0.24% |
| Cambridge Investment Research Advisors, Inc. | 3.22K | Sep 30, 26 | -66 | 0.23% |
| Joseph P. Lucia & Associates, LLC | 3.07K | Sep 30, 26 | +3.07K | 0.22% |
| Creative Planning | 3.00K | Sep 30, 26 | +1.15K | 0.22% |
| Parallel Advisors, LLC | 2.40K | Sep 30, 26 | +599 | 0.17% |
| COMMONWEALTH EQUITY SERVICES, LLC | 2.37K | Sep 30, 26 | -123 | 0.17% |
| Private Advisory Group LLC | 2.21K | Sep 30, 26 | +2.21K | 0.16% |
| Belvedere Trading LLC | 2.06K | Sep 30, 26 | -1.45K | 0.15% |
| FLAGSHIP HARBOR ADVISORS, LLC | 2.02K | Sep 30, 26 | +128 | 0.15% |
| FIFTH THIRD BANCORP | 1.53K | Sep 30, 26 | +291 | 0.11% |
| Allworth Financial LP | 700 | Sep 30, 26 | -- | 0.05% |
| Spire Wealth Management | 640 | Sep 30, 26 | -- | 0.05% |
| LFA - Lugano Financial Advisors SA | 522 | Sep 30, 26 | +442 | 0.04% |
| Provenance Wealth Advisors, LLC | 168 | Sep 30, 26 | -- | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 116 | Sep 30, 26 | -- | 0.01% |
| Russell Investments Group, Ltd. | 29 | Sep 30, 26 | -- | 0.00% |
| Archer Investment Corp | 8 | Sep 30, 26 | -- | 0.00% |
| Howard Capital Management Group, LLC | -- | Sep 30, 26 | -1.75K | -- |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | -- | Sep 30, 26 | -673 | -- |
| Wagner Wealth Management, Corp | -- | Sep 30, 26 | -16.28K | -- |
| Virginia Estate & Retirement Planning Advisors Inc. | -- | Sep 30, 26 | -475 | -- |
| Nikulski Financial, Inc. | -- | Sep 30, 26 | -6.84K | -- |
| Capital Investment Advisory Services, LLC | -- | Sep 30, 26 | -12 | -- |
| BANK OF AMERICA CORP /DE/ | 470.46K | Jun 30, 26 | +428.35K | 34.15% |
| MML INVESTORS SERVICES, LLC | 396.60K | Jun 30, 26 | +364.66K | 28.79% |
| Equitable Holdings, Inc. | 112.53K | Jun 30, 26 | +112.53K | 8.17% |
| Advisory Services Network, LLC | 103.64K | Jun 30, 26 | +103.41K | 7.52% |
| MERCER GLOBAL ADVISORS INC /ADV | 91.51K | Jun 30, 26 | +43.92K | 6.64% |
| ROYAL BANK OF CANADA | 91.21K | Jun 30, 26 | +86.28K | 6.62% |
| OSAIC HOLDINGS, INC. | 85.63K | Jun 30, 26 | +83.67K | 6.22% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 72.85K | Jun 30, 26 | +38.08K | 5.29% |
| GOLDMAN SACHS GROUP INC | 63.60K | Jun 30, 26 | +35.06K | 4.62% |
| RAYMOND JAMES FINANCIAL INC | 52.14K | Jun 30, 26 | +13.53K | 3.78% |
| THRIVENT FINANCIAL FOR LUTHERANS | 51.88K | Jun 30, 26 | -2.97K | 3.77% |
| UBS Group AG | 43.85K | Jun 30, 26 | +27.70K | 3.18% |
| STIFEL FINANCIAL CORP | 40.27K | Jun 30, 26 | +40.27K | 2.92% |
| Cetera Investment Advisers | 38.95K | Jun 30, 26 | +1.47K | 2.83% |
| ENVESTNET ASSET MANAGEMENT INC | 36.90K | Jun 30, 26 | -3.90K | 2.68% |
| JANE STREET GROUP, LLC | 31.99K | Jun 30, 26 | +31.99K | 2.32% |
| CITADEL ADVISORS LLC | 27.20K | Jun 30, 26 | +4.00K | 1.97% |
| Wallace Hart LLC | 27.11K | Jun 30, 26 | +27.11K | 1.97% |
| Waverly Advisors, LLC | 22.65K | Jun 30, 26 | +17.08K | 1.64% |
| Tudor Financial Inc. | 21.93K | Jun 30, 26 | +21.93K | 1.59% |
| Arax Advisory Partners | 19.58K | Jun 30, 26 | +19.58K | 1.42% |
| MORGAN STANLEY | 19.02K | Jun 30, 26 | +3.78K | 1.38% |
| Virtu Financial LLC | 16.94K | Jun 30, 26 | +16.94K | 1.23% |
| JONES FINANCIAL COMPANIES LLLP | 16.44K | Jun 30, 26 | +4.17K | 1.19% |
| Steward Partners Investment Advisory, LLC | 15.73K | Jun 30, 26 | +7.23K | 1.14% |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 12.86K | Jun 30, 26 | +12.86K | 0.93% |
| Tower Research Capital LLC (TRC) | 10.56K | Jun 30, 26 | +10.56K | 0.77% |
| MUIRFIELD WEALTH ADVISORS LLC | 8.54K | Jun 30, 26 | +8.54K | 0.62% |
| Sanctuary Advisors, LLC | 8.31K | Jun 30, 26 | +8.31K | 0.60% |
| Integrated Wealth Concepts LLC | 7.12K | Jun 30, 26 | +7.12K | 0.52% |
| KKM Financial LLC | 5.46K | Jun 30, 26 | +5.46K | 0.40% |
| Janney Montgomery Scott LLC | 4.86K | Jun 30, 26 | +190 | 0.35% |
| GREAT VALLEY ADVISOR GROUP, INC. | 4.76K | Jun 30, 26 | +4.76K | 0.35% |
| Kesler, Norman & Wride, LLC | 4.13K | Jun 30, 26 | +4.13K | 0.30% |
| Belvedere Trading LLC | 3.51K | Jun 30, 26 | +3.51K | 0.25% |
| CAPTRUST FINANCIAL ADVISORS | 3.01K | Jun 30, 26 | -- | 0.22% |
| Wealthspire Advisors, LLC | 3.01K | Jun 30, 26 | +8 | 0.22% |
| Regal Investment Advisors LLC | 2.29K | Jun 30, 26 | +2.29K | 0.17% |
| WELLS FARGO & COMPANY/MN | 2.16K | Jun 30, 26 | +252 | 0.16% |
| Western Wealth Management, LLC | 1.95K | Jun 30, 26 | +58 | 0.14% |
| FIFTH THIRD BANCORP | 1.24K | Jun 30, 26 | +1.24K | 0.09% |
| EP Wealth Advisors, LLC | 1.23K | Jun 30, 26 | +1.23K | 0.09% |
| Aptus Capital Advisors, LLC | 1.13K | Jun 30, 26 | +198 | 0.08% |
| FMR LLC | 636 | Jun 30, 26 | +62 | 0.05% |
| AMERIFLEX GROUP, INC. | 485 | Jun 30, 26 | +485 | 0.04% |
| Continuum Advisory, LLC | 272 | Jun 30, 26 | +272 | 0.02% |
| Estabrook Capital Management | 265 | Jun 30, 26 | +65 | 0.02% |
| Tidemark, LLC | 240 | Jun 30, 26 | -- | 0.02% |
| Burnham & Co LLC | 200 | Jun 30, 26 | +200 | 0.01% |
| Regatta Research & Money Management | 178 | Jun 30, 26 | +178 | 0.01% |
| Capital Analysts, LLC | 138 | Jun 30, 26 | -- | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 116 | Jun 30, 26 | -- | 0.01% |
| Rockefeller Capital Management L.P. | 115 | Jun 30, 26 | -- | 0.01% |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 111 | Jun 30, 26 | +111 | 0.01% |
| HARBOUR INVESTMENTS, INC. | 2 | Jun 30, 26 | -- | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2 | Jun 30, 26 | -- | 0.00% |
| IHT Wealth Management, LLC | -- | Jun 30, 26 | -11.51K | -- |
| MAI Capital Management | -- | Jun 30, 26 | -155 | -- |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | -- | Jun 30, 26 | -20 | -- |
| Sunbelt Securities, Inc. | 1.87K | Mar 31, 26 | -27 | 0.14% |
| CWM, LLC | 1.14K | Mar 31, 26 | +126 | 0.08% |
| Long Run Wealth Advisors, LLC | 45.77K | Dec 31, 25 | +747 | 3.32% |
| REDMONT WEALTH ADVISORS LLC | 75 | Dec 31, 25 | -- | 0.01% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -543 | -- |
| Bristlecone Advisors, LLC | -- | Sep 30, 25 | -1.00K | -- |
| RAYMOND JAMES & ASSOCIATES | 45.42K | Sep 30, 24 | +45.42K | 3.30% |
| Raymond James Financial Services Advisors, Inc. | 3.13K | Sep 30, 24 | +3.13K | 0.23% |
