| PRINCIPAL SECURITIES, INC. | 7.31M | Sep 30, 26 | +875.38K | 122.73% |
| RAYMOND JAMES FINANCIAL INC | 1.01M | Sep 30, 26 | -14.54K | 17.03% |
| Spartan Wealth Advisory Services LLC | 382.86K | Sep 30, 26 | -141.97K | 6.42% |
| Insight Wealth Partners, LLC | 250.58K | Sep 30, 26 | -6.27K | 4.20% |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | 250.25K | Sep 30, 26 | +6.58K | 4.20% |
| Western Wealth Management, LLC | 217.31K | Sep 30, 26 | -1.29K | 3.65% |
| Mariner, LLC | 71.88K | Sep 30, 26 | -24.34K | 1.21% |
| PRINCIPAL FINANCIAL GROUP INC | 47.10K | Sep 30, 26 | -- | 0.79% |
| LPL Financial LLC | 17.51K | Sep 30, 26 | +1.88K | 0.29% |
| JANE STREET GROUP, LLC | 12.62K | Sep 30, 26 | +12.62K | 0.21% |
| AlphaCore Capital LLC | 11.76K | Sep 30, 26 | -- | 0.20% |
| UBS Group AG | 1.69K | Sep 30, 26 | +1.69K | 0.03% |
| MORGAN STANLEY | 1.40K | Sep 30, 26 | +595 | 0.02% |
| Capital Investment Advisory Services, LLC | 791 | Sep 30, 26 | +791 | 0.01% |
| Global Retirement Partners, LLC | 594 | Sep 30, 26 | +23 | 0.01% |
| Smartleaf Asset Management LLC | 477 | Sep 30, 26 | -1.05K | 0.01% |
| OSAIC HOLDINGS, INC. | 175 | Sep 30, 26 | +175 | 0.00% |
| Continuum Advisory, LLC | 78 | Sep 30, 26 | -- | 0.00% |
| Gladstone Institutional Advisory LLC | -- | Sep 30, 26 | -9.73K | -- |
| 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% |
| ROYAL BANK OF CANADA | 117.97K | Jun 30, 26 | +41.92K | 1.98% |
| GOLDMAN SACHS GROUP INC | 31.21K | Jun 30, 26 | -65.50K | 0.52% |
| Gladstone Institutional Advisory LLC | 9.73K | Jun 30, 26 | +14 | 0.16% |
| MORGAN STANLEY | 806 | Jun 30, 26 | +804 | 0.01% |
| Continuum Advisory, LLC | 78 | Jun 30, 26 | +78 | 0.00% |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -54.98K | -- |
| 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% |
