| UBS Group AG | 347.76K | Sep 30, 26 | +19.75K | 4.55% |
| Cambridge Investment Research Advisors, Inc. | 320.80K | Sep 30, 26 | +43.09K | 4.19% |
| LPL Financial LLC | 232.81K | Sep 30, 26 | -1.71K | 3.04% |
| Prospera Financial Services Inc | 114.15K | Sep 30, 26 | -157.50K | 1.49% |
| Trueblood Wealth Management, LLC | 100.12K | Sep 30, 26 | +1.44K | 1.31% |
| Pine Valley Investments Ltd Liability Co | 32.82K | Sep 30, 26 | -911 | 0.43% |
| COMMONWEALTH EQUITY SERVICES, LLC | 25.85K | Sep 30, 26 | -39 | 0.34% |
| Kestra Advisory Services, LLC | 21.84K | Sep 30, 26 | +436 | 0.29% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 16.06K | Sep 30, 26 | -2.19K | 0.21% |
| Vise Technologies, Inc. | 10.87K | Sep 30, 26 | +10.87K | 0.14% |
| Waterfront Wealth Inc. | 9.65K | Sep 30, 26 | -157 | 0.13% |
| Morey & Quinn Wealth Partners, LLC | 8.91K | Sep 30, 26 | +753 | 0.12% |
| Silver Grove Financial Group, Inc. | 8.01K | Sep 30, 26 | -- | 0.10% |
| FIFTH THIRD BANCORP | 2.85K | Sep 30, 26 | -555 | 0.04% |
| Founders Financial Alliance, LLC | 1.16K | Sep 30, 26 | -466 | 0.02% |
| FMR LLC | 700 | Sep 30, 26 | -227 | 0.01% |
| MTM Investment Management, LLC | 406 | Sep 30, 26 | -- | 0.01% |
| Global Retirement Partners, LLC | 323 | Sep 30, 26 | +4 | 0.00% |
| Spire Wealth Management | 80 | Sep 30, 26 | -- | 0.00% |
| BANK OF MONTREAL /CAN/ | 46 | Sep 30, 26 | -- | 0.00% |
| DHJJ Financial Advisors, Ltd. | 46 | Sep 30, 26 | -- | 0.00% |
| Nuveen, LLC | 26 | Sep 30, 26 | +26 | 0.00% |
| Concurrent Investment Advisors, LLC | -- | Sep 30, 26 | -1.22M | -- |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | -- | Sep 30, 26 | -168 | -- |
| HUNTINGTON NATIONAL BANK | -- | Sep 30, 26 | -1 | -- |
| D.A. DAVIDSON & CO. | -- | Sep 30, 26 | -8.00K | -- |
| MORGAN STANLEY | 1.66M | Jun 30, 26 | +385.03K | 21.64% |
| WELLS FARGO & COMPANY/MN | 1.05M | Jun 30, 26 | +60.47K | 13.72% |
| NewEdge Advisors, LLC | 793.14K | Jun 30, 26 | +10.57K | 10.37% |
| RAYMOND JAMES FINANCIAL INC | 518.80K | Jun 30, 26 | -1.90K | 6.78% |
| BANK OF AMERICA CORP /DE/ | 328.52K | Jun 30, 26 | +13.86K | 4.29% |
| UBS Group AG | 328.00K | Jun 30, 26 | +100.00K | 4.29% |
| BENJAMIN EDWARDS INC | 214.16K | Jun 30, 26 | -12.29K | 2.80% |
| PFG Investments, LLC | 85.57K | Jun 30, 26 | +5.60K | 1.12% |
| STIFEL FINANCIAL CORP | 83.06K | Jun 30, 26 | +1.12K | 1.09% |
| Cetera Investment Advisers | 75.55K | Jun 30, 26 | +3.83K | 0.99% |
| MML INVESTORS SERVICES, LLC | 49.41K | Jun 30, 26 | +4.54K | 0.65% |
| Kiker Wealth Management, LLC | 46.83K | Jun 30, 26 | -829 | 0.61% |
| Steward Partners Investment Advisory, LLC | 45.98K | Jun 30, 26 | +1.65K | 0.60% |
| Rockefeller Capital Management L.P. | 43.85K | Jun 30, 26 | +270 | 0.57% |
| GOLDMAN SACHS GROUP INC | 40.66K | Jun 30, 26 | -24.32K | 0.53% |
| SMITH, MOORE & CO. | 39.77K | Jun 30, 26 | +1.48K | 0.52% |
| OSAIC HOLDINGS, INC. | 37.81K | Jun 30, 26 | +2.05K | 0.49% |
| JANE STREET GROUP, LLC | 26.15K | Jun 30, 26 | +12.54K | 0.34% |
| EWA, LLC | 23.18K | Jun 30, 26 | +23.18K | 0.30% |
| Arkadios Wealth Advisors | 19.02K | Jun 30, 26 | -5.93K | 0.25% |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 16.42K | Jun 30, 26 | -- | 0.21% |
| Kovack Advisors, Inc. | 10.42K | Jun 30, 26 | +97 | 0.14% |
| Waverly Advisors, LLC | 10.00K | Jun 30, 26 | -- | 0.13% |
| &PARTNERS | 8.80K | Jun 30, 26 | +8.80K | 0.12% |
| Equitable Holdings, Inc. | 8.06K | Jun 30, 26 | +8.06K | 0.11% |
| Topsail Wealth Management, LLC | 7.10K | Jun 30, 26 | -100 | 0.09% |
| Aptus Capital Advisors, LLC | 1.96K | Jun 30, 26 | -- | 0.03% |
| Qube Research & Technologies Ltd | 1.65K | Jun 30, 26 | +1.65K | 0.02% |
| Founders Financial Alliance, LLC | 1.63K | Jun 30, 26 | -- | 0.02% |
| BFC Planning, Inc. | 1.13K | Jun 30, 26 | +900 | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 693 | Jun 30, 26 | -- | 0.01% |
| JONES FINANCIAL COMPANIES LLLP | 174 | Jun 30, 26 | +174 | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 124 | Jun 30, 26 | +124 | 0.00% |
| AE Wealth Management LLC | -- | Jun 30, 26 | -280 | -- |
| GUARDIAN WEALTH ADVISORS, LLC / NC | -- | Jun 30, 26 | -90 | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -23.61K | -- |
| ROYAL BANK OF CANADA | -- | Jun 30, 26 | -28.68K | -- |
| Kingsview Wealth Management, LLC | -- | Jun 30, 26 | -299.48K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -1.90K | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -31.92K | -- |
| CWM, LLC | 148 | Mar 31, 26 | +148 | 0.00% |
| COMERICA BANK | 2.88K | Dec 31, 25 | -32 | 0.04% |
| BRASS TAX WEALTH MANAGEMENT, INC | 10.00K | Sep 30, 25 | -100 | 0.13% |
| Raymond James Financial Services Advisors, Inc. | 1.09M | Sep 30, 24 | +6.55K | 14.26% |
| RAYMOND JAMES & ASSOCIATES | 304.85K | Sep 30, 24 | -19.12K | 3.98% |
| Cetera Advisor Networks LLC | 29.41K | Mar 31, 24 | -22.97K | 0.38% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 48.66K | Sep 30, 22 | +271 | 0.64% |
| American Portfolios Advisors | 7.39K | Sep 30, 22 | -755 | 0.10% |
| ACG Wealth | -- | Sep 30, 22 | -828 | -- |
| Ameritas Investment Company, LLC | 17.42K | Sep 30, 21 | +93 | 0.23% |
| First Allied Advisory Services, Inc. | 12.12K | Sep 30, 20 | -1.42K | 0.16% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 279.00K | Dec 31, 19 | +7.34K | 3.65% |
| Advisor Group, Inc. | 271.34K | Dec 31, 19 | -20.34K | 3.55% |
| SUNTRUST BANKS INC | 339.60K | Sep 30, 19 | -21.76K | 4.44% |
| BB&T SECURITIES, LLC | 100.89K | Sep 30, 19 | +906 | 1.32% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 7.41K | Sep 30, 19 | -67 | 0.10% |
| SII INVESTMENTS INC/WI | 40.70K | Dec 31, 17 | +5.60K | 0.53% |
| WealthShield, LLC | 1.48K | Dec 31, 17 | +1.48K | 0.02% |
| INVESTMENT CENTERS OF AMERICA INC | -- | Dec 31, 17 | -20.90K | -- |
| NATIONAL PLANNING CORP | -- | Dec 31, 17 | -26.27K | -- |
| GIRARD SECURITIES, INC. | 33.47K | Sep 30, 17 | -1.51K | 0.44% |
| Commonwealth Equity Services, Inc | 124.59K | Jun 30, 17 | +23.74K | 1.63% |
| WFG Advisors, LP | 21.59K | Jun 30, 17 | +780 | 0.28% |
| Virtu KCG Holdings LLC | -- | Jun 30, 17 | -35.53K | -- |
| MSI Financial Services Inc | 902.44K | Dec 31, 16 | +13.80K | 11.80% |
| SMITH HAYES Advisers, Inc | 11.96K | Dec 31, 15 | +11.96K | 0.16% |
| MANAGED ACCOUNT ADVISORS LLC | 304.61K | Jun 30, 15 | +269.37K | 3.98% |
| NEW ENGLAND SECURITIES CORP /MA/ | 9.54K | Dec 31, 14 | +1.42K | 0.12% |
