| Mariner, LLC | 1.34M | Jun 30, 26 | +35.65K | 20.59% |
| Destination Wealth Management | 528.77K | Jun 30, 26 | +12.50K | 8.12% |
| Octavia Wealth Advisors, LLC | 494.67K | Jun 30, 26 | +29.46K | 7.59% |
| BANK OF AMERICA CORP /DE/ | 250.28K | Jun 30, 26 | +24.58K | 3.84% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 246.95K | Jun 30, 26 | -29.53K | 3.79% |
| CITADEL ADVISORS LLC | 222.15K | Jun 30, 26 | +122.76K | 3.41% |
| Global Retirement Partners, LLC | 199.34K | Jun 30, 26 | +199.34K | 3.06% |
| LPL Financial LLC | 173.93K | Jun 30, 26 | +797 | 2.67% |
| Resources Investment Advisors, LLC. | 157.26K | Jun 30, 26 | +157.26K | 2.41% |
| UBS Group AG | 143.86K | Jun 30, 26 | -15.68K | 2.21% |
| MORGAN STANLEY | 125.65K | Jun 30, 26 | +7.52K | 1.93% |
| JPMORGAN CHASE & CO | 98.78K | Jun 30, 26 | +7.47K | 1.52% |
| Summit Financial, LLC | 79.22K | Jun 30, 26 | +6.62K | 1.22% |
| RAYMOND JAMES FINANCIAL INC | 76.51K | Jun 30, 26 | -156.16K | 1.17% |
| Cannon Financial Strategists, Inc. | 72.41K | Jun 30, 26 | +45.29K | 1.11% |
| PFG Advisors | 60.37K | Jun 30, 26 | -100.71K | 0.93% |
| Ethos Capital Management, Inc. | 58.65K | Jun 30, 26 | -161.59K | 0.90% |
| JANE STREET GROUP, LLC | 55.13K | Jun 30, 26 | +7.27K | 0.85% |
| IFP Advisors, Inc | 50.99K | Jun 30, 26 | +50.99K | 0.78% |
| Steward Partners Investment Advisory, LLC | 46.29K | Jun 30, 26 | -1.73K | 0.71% |
| ADVISOR GROUP HOLDINGS, INC. | 38.80K | Jun 30, 26 | +3.61K | 0.60% |
| Cambridge Investment Research Advisors, Inc. | 32.77K | Jun 30, 26 | +14.72K | 0.50% |
| ROYAL BANK OF CANADA | 31.54K | Jun 30, 26 | -12.10K | 0.48% |
| MERCER GLOBAL ADVISORS INC /ADV | 29.66K | Jun 30, 26 | +15.70K | 0.46% |
| HRT FINANCIAL LP | 26.35K | Jun 30, 26 | +26.35K | 0.40% |
| FLOW TRADERS U.S. LLC | 19.36K | Jun 30, 26 | +19.36K | 0.30% |
| Revisor Wealth Management LLC | 19.09K | Jun 30, 26 | +19.09K | 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 | 0.25% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 13.76K | Jun 30, 26 | -16.02K | 0.21% |
| 5T Wealth, LLC | 13.63K | Jun 30, 26 | -11.15K | 0.21% |
| Colony Group, LLC | 11.41K | Jun 30, 26 | -- | 0.18% |
| Reliant Investment Partners, LLC | 11.30K | Jun 30, 26 | +111 | 0.17% |
| MML INVESTORS SERVICES, LLC | 10.10K | Jun 30, 26 | +2.33K | 0.15% |
| Betterment LLC | 9.64K | Jun 30, 26 | +2.99K | 0.15% |
| DAYMARK WEALTH PARTNERS, LLC | 9.46K | Jun 30, 26 | +9.46K | 0.15% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8.65K | Jun 30, 26 | -21.58K | 0.13% |
| Charis Legacy Partners, LLC | 7.10K | Jun 30, 26 | -- | 0.11% |
| Concurrent Investment Advisors, LLC | 6.13K | Jun 30, 26 | -106 | 0.09% |
| PRINCIPAL SECURITIES, INC. | 6.11K | Jun 30, 26 | -- | 0.09% |
| JGP Wealth Management, LLC | 5.76K | Jun 30, 26 | -- | 0.09% |
| NewEdge Advisors, LLC | 5.42K | Jun 30, 26 | +5.42K | 0.08% |
| BANK OF MONTREAL /CAN/ | 4.87K | Jun 30, 26 | -222 | 0.07% |
| Comprehensive Money Management Services LLC | 4.79K | Jun 30, 26 | -- | 0.07% |
| CHAPMAN FINANCIAL GROUP, LLC | 2.26K | Jun 30, 26 | -- | 0.03% |
| BLAIR WILLIAM & CO/IL | 1.69K | Jun 30, 26 | -52 | 0.03% |
| Godfrey Financial Associates, Inc. | 1.32K | Jun 30, 26 | -- | 0.02% |
| EASTERN BANK | 1.01K | Jun 30, 26 | -- | 0.02% |
| Kopp Family Office, LLC | 911 | Jun 30, 26 | -- | 0.01% |
| NBC SECURITIES, INC. | 900 | Jun 30, 26 | -- | 0.01% |
| Geneos Wealth Management Inc. | 860 | Jun 30, 26 | -- | 0.01% |
| SIGNATUREFD, LLC | 775 | Jun 30, 26 | +9 | 0.01% |
| Newbridge Financial Services Group, Inc. | 744 | Jun 30, 26 | -- | 0.01% |
| Archer Investment Corp | 673 | Jun 30, 26 | -- | 0.01% |
| WealthShield Partners, LLC | 555 | Jun 30, 26 | -- | 0.01% |
| Capital Investment Advisory Services, LLC | 500 | Jun 30, 26 | -- | 0.01% |
| Rockefeller Capital Management L.P. | 199 | Jun 30, 26 | +2 | 0.00% |
| IAG Wealth Partners, LLC | 154 | Jun 30, 26 | +154 | 0.00% |
| Golden State Wealth Management, LLC | 136 | Jun 30, 26 | -18 | 0.00% |
| FMR LLC | 131 | Jun 30, 26 | +40 | 0.00% |
| Smartleaf Asset Management LLC | 65 | Jun 30, 26 | -- | 0.00% |
| HARBOUR INVESTMENTS, INC. | 50 | Jun 30, 26 | +1 | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 1 | Jun 30, 26 | +1 | 0.00% |
| CITIGROUP INC | -- | Jun 30, 26 | -179 | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -3.79K | -- |
| Rice Partnership, LLC | -- | Jun 30, 26 | -11.46K | -- |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | -- | Jun 30, 26 | -300 | -- |
| GOLDMAN SACHS GROUP INC | -- | Jun 30, 26 | -46.72K | -- |
| TWIN PEAKS WEALTH ADVISORS, LLC | -- | Jun 30, 26 | -233 | -- |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | -- | Jun 30, 26 | -11.96K | -- |
| WELLS FARGO & COMPANY/MN | -- | Jun 30, 26 | -1 | -- |
| PRIVATE TRUST CO NA | -- | Jun 30, 26 | -345 | -- |
| FIRST NATIONAL CORP /MA/ /ADV | 255.72K | Sep 30, 25 | -3.97K | 3.93% |
| Spectrum Wealth Counsel, LLC | 11.23K | Mar 31, 25 | -- | 0.17% |
| TAP Consulting, LLC | 123.81K | Dec 31, 24 | +2.25K | 1.90% |
| FinTrust Capital Advisors, LLC | 505.05K | Sep 30, 24 | +2.40K | 7.75% |
| 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 | 0.36% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 6.65K | Dec 31, 19 | -188 | 0.10% |
| HL FINANCIAL SERVICES LLC | 4.67K | Mar 31, 19 | -- | 0.07% |