| PRINCIPAL SECURITIES, INC. | 6.44M | Jun 30, 26 | +1.59M | 108.04% |
| ENVESTNET ASSET MANAGEMENT INC | 6.32M | Jun 30, 26 | +1.57M | 106.09% |
| RAYMOND JAMES FINANCIAL INC | 1.03M | Jun 30, 26 | +76.17K | 17.27% |
| Spartan Wealth Advisory Services LLC | 524.83K | Jun 30, 26 | +15.57K | 8.81% |
| Insight Wealth Partners, LLC | 256.85K | Jun 30, 26 | +30.22K | 4.31% |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | 243.67K | Jun 30, 26 | +4.21K | 4.09% |
| Western Wealth Management, LLC | 218.60K | Jun 30, 26 | +84.47K | 3.67% |
| ROYAL BANK OF CANADA | 117.97K | Jun 30, 26 | +41.92K | 1.98% |
| Mariner, LLC | 96.22K | Jun 30, 26 | -- | 1.61% |
| PRINCIPAL FINANCIAL GROUP INC | 47.10K | Jun 30, 26 | -- | 0.79% |
| GOLDMAN SACHS GROUP INC | 31.21K | Jun 30, 26 | -65.50K | 0.52% |
| LPL Financial LLC | 15.63K | Jun 30, 26 | +129 | 0.26% |
| AlphaCore Capital LLC | 11.76K | Jun 30, 26 | -- | 0.20% |
| Gladstone Institutional Advisory LLC | 9.73K | Jun 30, 26 | +14 | 0.16% |
| Smartleaf Asset Management LLC | 1.52K | Jun 30, 26 | -- | 0.03% |
| PRIVATE TRUST CO NA | 1.00K | Jun 30, 26 | -- | 0.02% |
| MORGAN STANLEY | 806 | Jun 30, 26 | +804 | 0.01% |
| Global Retirement Partners, LLC | 571 | Jun 30, 26 | +571 | 0.01% |
| Pinnacle Bancorp, Inc. | 257 | Jun 30, 26 | +244 | 0.00% |
| Continuum Advisory, LLC | 78 | Jun 30, 26 | +78 | 0.00% |
| IFP Advisors, Inc | -- | Jun 30, 26 | -243 | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -36.23K | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -2.44K | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -54.98K | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -25 | -- |
| Capital Investment Advisory Services, LLC | -- | Jun 30, 26 | -8 | -- |
| Callan Capital, LLC | 11.76K | Mar 31, 25 | -- | 0.20% |
| Householder Group Estate & Retirement Specialist, LLC | -- | Dec 31, 24 | -1.65K | -- |
| Raymond James Financial Services Advisors, Inc. | 584.98K | Sep 30, 24 | +31.63K | 9.82% |
| RAYMOND JAMES & ASSOCIATES | 16.46K | Sep 30, 24 | +5.96K | 0.28% |
| PALLADIUM PARTNERS LLC | 130.71K | Mar 31, 22 | +9.30K | 2.19% |