| Mariner, LLC | 1.29M | Sep 30, 26 | -49.32K | 19.28% |
| RAYMOND JAMES FINANCIAL INC | 246.54K | Sep 30, 26 | +170.03K | 3.68% |
| Global Retirement Partners, LLC | 218.44K | Sep 30, 26 | +19.10K | 3.26% |
| OneDigital Investment Advisors LLC | 161.70K | Sep 30, 26 | +4.44K | 2.41% |
| LPL Financial LLC | 130.62K | Sep 30, 26 | -43.31K | 1.95% |
| UBS Group AG | 128.97K | Sep 30, 26 | -14.89K | 1.92% |
| JPMORGAN CHASE & CO | 108.22K | Sep 30, 26 | +9.44K | 1.61% |
| Summit Financial, LLC | 103.97K | Sep 30, 26 | +24.75K | 1.55% |
| Ethos Capital Management, Inc. | 47.27K | Sep 30, 26 | -11.38K | 0.71% |
| OSAIC HOLDINGS, INC. | 41.45K | Sep 30, 26 | +2.65K | 0.62% |
| Cambridge Investment Research Advisors, Inc. | 32.10K | Sep 30, 26 | -665 | 0.48% |
| DAYMARK WEALTH PARTNERS, LLC | 17.86K | Sep 30, 26 | +8.40K | 0.27% |
| Focus Partners Wealth | 13.88K | Sep 30, 26 | +2.47K | 0.21% |
| JANE STREET GROUP, LLC | 11.46K | Sep 30, 26 | -43.66K | 0.17% |
| PRINCIPAL SECURITIES, INC. | 5.91K | Sep 30, 26 | -202 | 0.09% |
| BANK OF MONTREAL /CAN/ | 5.59K | Sep 30, 26 | +723 | 0.08% |
| CHAPMAN FINANCIAL GROUP, LLC | 2.26K | Sep 30, 26 | -- | 0.03% |
| BLAIR WILLIAM & CO/IL | 1.69K | Sep 30, 26 | -- | 0.03% |
| Godfrey Financial Associates, Inc. | 1.32K | Sep 30, 26 | -- | 0.02% |
| SIGNATUREFD, LLC | 1.20K | Sep 30, 26 | +423 | 0.02% |
| LANARK FINANCIAL, INC. | 900 | Sep 30, 26 | -- | 0.01% |
| Geneos Wealth Management Inc. | 860 | Sep 30, 26 | -- | 0.01% |
| Archer Investment Corp | 673 | Sep 30, 26 | -- | 0.01% |
| Capital Investment Advisory Services, LLC | 500 | Sep 30, 26 | -- | 0.01% |
| Golden State Wealth Management, LLC | 131 | Sep 30, 26 | -5 | 0.00% |
| Rossby Financial, LCC | 104 | Sep 30, 26 | +104 | 0.00% |
| HARBOUR INVESTMENTS, INC. | 50 | Sep 30, 26 | -- | 0.00% |
| FMR LLC | 40 | Sep 30, 26 | -91 | 0.00% |
| J. Mark Nickell & Co. | -- | Sep 30, 26 | -16.31K | -- |
| Reliant Investment Partners, LLC | -- | Sep 30, 26 | -11.30K | -- |
| IAG Wealth Partners, LLC | -- | Sep 30, 26 | -154 | -- |
| Smartleaf Asset Management LLC | -- | Sep 30, 26 | -65 | -- |
| Concurrent Investment Advisors, LLC | -- | Sep 30, 26 | -6.13K | -- |
| Destination Wealth Management | 528.77K | Jun 30, 26 | +12.50K | 7.89% |
| Octavia Wealth Advisors, LLC | 494.67K | Jun 30, 26 | +29.46K | 7.38% |
| BANK OF AMERICA CORP /DE/ | 250.28K | Jun 30, 26 | +24.58K | 3.74% |
| CITADEL ADVISORS LLC | 222.15K | Jun 30, 26 | +122.76K | 3.32% |
| UBS Group AG | 143.86K | Jun 30, 26 | -15.68K | 2.15% |
| MORGAN STANLEY | 125.65K | Jun 30, 26 | +7.52K | 1.88% |
| JPMORGAN CHASE & CO | 98.78K | Jun 30, 26 | +7.47K | 1.47% |
| RAYMOND JAMES FINANCIAL INC | 76.51K | Jun 30, 26 | -156.16K | 1.14% |
| JANE STREET GROUP, LLC | 55.13K | Jun 30, 26 | +7.27K | 0.82% |
| Steward Partners Investment Advisory, LLC | 46.29K | Jun 30, 26 | -1.73K | 0.69% |
| OSAIC HOLDINGS, INC. | 38.80K | Jun 30, 26 | +3.61K | 0.58% |
| ROYAL BANK OF CANADA | 31.54K | Jun 30, 26 | -12.10K | 0.47% |
| MERCER GLOBAL ADVISORS INC /ADV | 29.66K | Jun 30, 26 | +15.70K | 0.44% |
| HRT FINANCIAL LP | 26.35K | Jun 30, 26 | +26.35K | 0.39% |
| FLOW TRADERS U.S. LLC | 19.36K | Jun 30, 26 | +19.36K | 0.29% |
| ENVESTNET ASSET MANAGEMENT INC | 17.85K | Jun 30, 26 | -6.71K | 0.27% |
| J. Mark Nickell & Co. | 16.31K | Jun 30, 26 | +16.31K | 0.24% |
| 5T Wealth, LLC | 13.63K | Jun 30, 26 | -11.15K | 0.20% |
| MML INVESTORS SERVICES, LLC | 10.10K | Jun 30, 26 | +2.33K | 0.15% |
| Betterment LLC | 9.64K | Jun 30, 26 | +2.99K | 0.14% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8.65K | Jun 30, 26 | -21.58K | 0.13% |
| PRINCIPAL SECURITIES, INC. | 6.11K | Jun 30, 26 | -- | 0.09% |
| NewEdge Advisors, LLC | 5.42K | Jun 30, 26 | +5.42K | 0.08% |
| Comprehensive Money Management Services LLC | 4.79K | Jun 30, 26 | -- | 0.07% |
| WealthShield Partners, LLC | 555 | Jun 30, 26 | -- | 0.01% |
| Rockefeller Capital Management L.P. | 199 | Jun 30, 26 | +2 | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 1 | Jun 30, 26 | +1 | 0.00% |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -3.79K | -- |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | -- | Jun 30, 26 | -300 | -- |
| WELLS FARGO & COMPANY/MN | -- | Jun 30, 26 | -1 | -- |
| GOLDMAN SACHS GROUP INC | -- | Jun 30, 26 | -46.72K | -- |
| TWIN PEAKS WEALTH ADVISORS, LLC | -- | Jun 30, 26 | -233 | -- |
| FIRST NATIONAL CORP /MA/ /ADV | 255.72K | Sep 30, 25 | -3.97K | 3.82% |
| Spectrum Wealth Counsel, LLC | 11.23K | Mar 31, 25 | -- | 0.17% |
| TAP Consulting, LLC | 123.81K | Dec 31, 24 | +2.25K | 1.85% |
| FinTrust Capital Advisors, LLC | 505.05K | Sep 30, 24 | +2.40K | 7.54% |
| Raymond James Financial Services Advisors, Inc. | 4.83K | Sep 30, 24 | +4.83K | 0.07% |
| Kopp LeRoy C | 834 | Mar 31, 24 | +834 | 0.01% |
| Private Capital Group, LLC | -- | Jun 30, 22 | -500 | -- |
| Advisor Group, Inc. | 23.26K | Dec 31, 19 | +2.76K | 0.35% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 6.65K | Dec 31, 19 | -188 | 0.10% |
| HL FINANCIAL SERVICES LLC | 4.67K | Mar 31, 19 | -- | 0.07% |
