| MORGAN STANLEY | 2.30M | Sep 30, 26 | +1.11M | 25.32% |
| LPL Financial LLC | 417.17K | Sep 30, 26 | +126.00K | 4.58% |
| TRUIST FINANCIAL CORP | 273.04K | Sep 30, 26 | +10.64K | 3.00% |
| COMMONWEALTH EQUITY SERVICES, LLC | 232.34K | Sep 30, 26 | +74.46K | 2.55% |
| INTEGRITY ALLIANCE, LLC. | 230.39K | Sep 30, 26 | +40.00K | 2.53% |
| RAYMOND JAMES FINANCIAL INC | 165.57K | Sep 30, 26 | +6.07K | 1.82% |
| MML INVESTORS SERVICES, LLC | 69.51K | Sep 30, 26 | +3.07K | 0.76% |
| Kestra Advisory Services, LLC | 64.73K | Sep 30, 26 | +4.94K | 0.71% |
| Ameritas Advisory Services, LLC | 45.57K | Sep 30, 26 | +1.74K | 0.50% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 38.03K | Sep 30, 26 | -9 | 0.42% |
| STIFEL FINANCIAL CORP | 36.07K | Sep 30, 26 | +36.07K | 0.40% |
| WJ Wealth Management, LLC | 30.44K | Sep 30, 26 | +30.44K | 0.33% |
| OPPENHEIMER & CO INC | 28.39K | Sep 30, 26 | -4.78K | 0.31% |
| PARK AVENUE SECURITIES LLC | 26.82K | Sep 30, 26 | -725 | 0.29% |
| Cetera Investment Advisers | 24.92K | Sep 30, 26 | -50.45K | 0.27% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 22.65K | Sep 30, 26 | +22.65K | 0.25% |
| OSAIC HOLDINGS, INC. | 21.39K | Sep 30, 26 | +8.57K | 0.24% |
| Focus Advisor Solutions, LLC | 12.54K | Sep 30, 26 | +12.54K | 0.14% |
| Janney Montgomery Scott LLC | 11.02K | Sep 30, 26 | -- | 0.12% |
| Cambridge Investment Research Advisors, Inc. | 9.82K | Sep 30, 26 | -23.06K | 0.11% |
| JANE STREET GROUP, LLC | 9.20K | Sep 30, 26 | -9.05K | 0.10% |
| Signature Equity Partners, LLC | 8.38K | Sep 30, 26 | +6.61K | 0.09% |
| Rockefeller Capital Management L.P. | 7.68K | Sep 30, 26 | -- | 0.08% |
| Goodman Advisory Group, LLC | 5.30K | Sep 30, 26 | +5.30K | 0.06% |
| Capital Analysts, LLC | 3.83K | Sep 30, 26 | +1.20K | 0.04% |
| JPMORGAN CHASE & CO | 2.44K | Sep 30, 26 | -32 | 0.03% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.06K | Sep 30, 26 | -- | 0.02% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 1.79K | Sep 30, 26 | +1.79K | 0.02% |
| FMR LLC | 907 | Sep 30, 26 | +1 | 0.01% |
| Heritage Family Offices, LLP | 463 | Sep 30, 26 | +463 | 0.01% |
| Balance Wealth Partners LLC | 450 | Sep 30, 26 | +450 | 0.00% |
| Spire Wealth Management | 330 | Sep 30, 26 | -47 | 0.00% |
| Latitude Advisors, LLC | 317 | Sep 30, 26 | +317 | 0.00% |
| Allworth Financial LP | 134 | Sep 30, 26 | -- | 0.00% |
| AE Wealth Management LLC | 57 | Sep 30, 26 | -- | 0.00% |
| McNaughton Wealth Management, LLC | -- | Sep 30, 26 | -13.50K | -- |
| Key Capital Management, INC | -- | Sep 30, 26 | -165 | -- |
| BANK OF MONTREAL /CAN/ | -- | Sep 30, 26 | -294 | -- |
| Merit Financial Group, LLC | -- | Sep 30, 26 | -175.27K | -- |
| HARBOUR INVESTMENTS, INC. | -- | Sep 30, 26 | -293 | -- |
| Brand Asset Management Group, Inc. | -- | Sep 30, 26 | -8.39K | -- |
| MORGAN STANLEY | 1.19M | Jun 30, 26 | +272.38K | 13.07% |
| BANK OF AMERICA CORP /DE/ | 261.36K | Jun 30, 26 | +96.54K | 2.87% |
| NorthCoast Asset Management LLC | 259.24K | Jun 30, 26 | +259.24K | 2.85% |
| RAYMOND JAMES FINANCIAL INC | 159.50K | Jun 30, 26 | +3.25K | 1.75% |
| Equitable Holdings, Inc. | 121.14K | Jun 30, 26 | +37.66K | 1.33% |
| Cetera Investment Advisers | 75.37K | Jun 30, 26 | +10.95K | 0.83% |
| ENVESTNET ASSET MANAGEMENT INC | 69.71K | Jun 30, 26 | +50 | 0.77% |
| CITADEL ADVISORS LLC | 66.47K | Jun 30, 26 | +28.93K | 0.73% |
| MML INVESTORS SERVICES, LLC | 66.44K | Jun 30, 26 | +9.98K | 0.73% |
| Destination Wealth Management | 31.18K | Jun 30, 26 | +116 | 0.34% |
| OSAIC HOLDINGS, INC. | 12.82K | Jun 30, 26 | +2.12K | 0.14% |
| Cresset Asset Management, LLC | 10.23K | Jun 30, 26 | +10.23K | 0.11% |
| Brand Asset Management Group, Inc. | 8.39K | Jun 30, 26 | +8.39K | 0.09% |
| Rockefeller Capital Management L.P. | 7.68K | Jun 30, 26 | -6.79K | 0.08% |
| ROYAL BANK OF CANADA | 5.57K | Jun 30, 26 | -- | 0.06% |
| Capital Analysts, LLC | 2.63K | Jun 30, 26 | +42 | 0.03% |
| JPMORGAN CHASE & CO | 2.47K | Jun 30, 26 | -- | 0.03% |
| Integrated Wealth Concepts LLC | 2.40K | Jun 30, 26 | +2.40K | 0.03% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.06K | Jun 30, 26 | -- | 0.02% |
| WELLS FARGO & COMPANY/MN | 308 | Jun 30, 26 | +308 | 0.00% |
| MCGUIRE CAPITAL ADVISORS INC | 202 | Jun 30, 26 | -64 | 0.00% |
| AE Wealth Management LLC | 57 | Jun 30, 26 | +1 | 0.00% |
| PRINCIPAL SECURITIES, INC. | -- | Jun 30, 26 | -12.51K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -2.53K | -- |
| NATIONAL BANK OF CANADA /FI/ | -- | Jun 30, 26 | -110 | -- |
| Yeomans Consulting Group, Inc. | 168.51K | Dec 31, 25 | -203.06K | 1.85% |
| Raymond James Financial Services Advisors, Inc. | 23.00K | Sep 30, 24 | +395 | 0.25% |
| Cetera Advisors LLC | 20.80K | Mar 31, 24 | +20.80K | 0.23% |
| Retirement Group, LLC | 598 | Mar 31, 24 | +11 | 0.01% |
| Connectus Wealth, LLC | -- | Mar 31, 24 | -215.43K | -- |
| NEXT Financial Group, Inc | 242 | Dec 31, 21 | +242 | 0.00% |
| NorthCoast Asset Management LLC | 1.23M | Sep 30, 21 | +23.72K | 13.50% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 2.35K | Dec 31, 19 | -- | 0.03% |
