| Key FInancial Inc | 100.74K | Sep 30, 26 | -2.13K | 2.59% |
| Cambridge Investment Research Advisors, Inc. | 90.32K | Sep 30, 26 | -970 | 2.32% |
| ASSETMARK, INC | 90.00K | Sep 30, 26 | -2.44K | 2.31% |
| Prism Advisors, Inc. | 50.42K | Sep 30, 26 | -1.69K | 1.29% |
| SAGESPRING WEALTH PARTNERS, LLC | 44.49K | Sep 30, 26 | +2.08K | 1.14% |
| PARK AVENUE SECURITIES LLC | 30.68K | Sep 30, 26 | -1.66K | 0.79% |
| SAXON INTERESTS, INC. | 15.08K | Sep 30, 26 | -52 | 0.39% |
| COMMONWEALTH EQUITY SERVICES, LLC | 12.79K | Sep 30, 26 | -9.66K | 0.33% |
| UNIQUE WEALTH, LLC | 9.79K | Sep 30, 26 | +309 | 0.25% |
| Accelerate Investment Advisors LLC | 8.35K | Sep 30, 26 | +8.35K | 0.21% |
| MLG Wealth Management DBA Pine Grove Financial Group | 7.49K | Sep 30, 26 | +212 | 0.19% |
| VestGen Advisors, LLC | 7.03K | Sep 30, 26 | -1.19K | 0.18% |
| Dominguez Wealth Management Solutions, Inc. | 6.55K | Sep 30, 26 | -58 | 0.17% |
| MassMutual Private Wealth & Trust, FSB | 6.47K | Sep 30, 26 | -587 | 0.17% |
| IFP Advisors, Inc | 5.87K | Sep 30, 26 | +187 | 0.15% |
| LOCKERMAN FINANCIAL GROUP, INC. | 4.69K | Sep 30, 26 | -139 | 0.12% |
| LAKE STREET PRIVATE WEALTH, LLC | 4.50K | Sep 30, 26 | -24 | 0.12% |
| Farther Finance Advisors, LLC | 4.42K | Sep 30, 26 | +23 | 0.11% |
| Ascent Group, LLC | 4.33K | Sep 30, 26 | -95 | 0.11% |
| EAGLE WEALTH STRATEGIES LLC | 3.38K | Sep 30, 26 | +3.38K | 0.09% |
| Elevation Wealth Management LLC | 3.36K | Sep 30, 26 | +2 | 0.09% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2.80K | Sep 30, 26 | +297 | 0.07% |
| AdvisorNet Financial, Inc | 2.50K | Sep 30, 26 | +145 | 0.06% |
| PRIVATE TRUST CO NA | 2.42K | Sep 30, 26 | +408 | 0.06% |
| 3Chopt Investment Partners, LLC | 2.29K | Sep 30, 26 | +26 | 0.06% |
| RICHARDSON FINANCIAL SERVICES INC. | 1.40K | Sep 30, 26 | +29 | 0.04% |
| Capital Investment Advisory Services, LLC | 768 | Sep 30, 26 | +3 | 0.02% |
| Cordgrass Capital Advisors, LLC | 251 | Sep 30, 26 | +3 | 0.01% |
| Noble Wealth Management PBC | 41 | Sep 30, 26 | -- | 0.00% |
| GODSEY & GIBB, INC | 39 | Sep 30, 26 | -- | 0.00% |
| Latitude Advisors, LLC | 24 | Sep 30, 26 | +24 | 0.00% |
| MJT & Associates Financial Advisory Group, Inc. | 24 | Sep 30, 26 | +24 | 0.00% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 2 | Sep 30, 26 | -- | 0.00% |
| Amplius Wealth Advisors, LLC | -- | Sep 30, 26 | -2.88K | -- |
| Concurrent Investment Advisors, LLC | -- | Sep 30, 26 | -3.74K | -- |
| FIRETHORN WEALTH PARTNERS, LLC | -- | Sep 30, 26 | -2.50K | -- |
| Cornerstone Planning Group LLC | -- | Sep 30, 26 | -88 | -- |
| A4 Wealth Advisors LLC | -- | Sep 30, 26 | -29.25K | -- |
| LPL Financial LLC | 816.71K | Jun 30, 26 | +75.39K | 20.97% |
| BANK OF AMERICA CORP /DE/ | 654.38K | Jun 30, 26 | -6.07K | 16.81% |
| JONES FINANCIAL COMPANIES LLLP | 345.59K | Jun 30, 26 | +135.82K | 8.88% |
| ENVESTNET ASSET MANAGEMENT INC | 313.70K | Jun 30, 26 | +16.02K | 8.06% |
| Janney Montgomery Scott LLC | 280.22K | Jun 30, 26 | +1.61K | 7.20% |
| Vestmark Advisory Solutions, Inc. | 212.91K | Jun 30, 26 | -20 | 5.47% |
| FIRST AMERICAN TRUST, FSB | 200.82K | Jun 30, 26 | +12.08K | 5.16% |
| Cetera Investment Advisers | 184.48K | Jun 30, 26 | +23.99K | 4.74% |
| Cornerstone Wealth Management, LLC | 141.13K | Jun 30, 26 | +26.36K | 3.62% |
| JPMORGAN CHASE & CO | 124.21K | Jun 30, 26 | +31.82K | 3.19% |
| Key FInancial Inc | 102.87K | Jun 30, 26 | +1.01K | 2.64% |
| FIDELITY D & D BANCORP INC | 92.81K | Jun 30, 26 | -3.14K | 2.38% |
| Cambridge Investment Research Advisors, Inc. | 91.29K | Jun 30, 26 | +778 | 2.34% |
| Schwallier Wealth Management LLC | 59.17K | Jun 30, 26 | +59.17K | 1.52% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 51.66K | Jun 30, 26 | +48.59K | 1.33% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 50.47K | Jun 30, 26 | -- | 1.30% |
| RAYMOND JAMES FINANCIAL INC | 50.19K | Jun 30, 26 | -789 | 1.29% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 44.80K | Jun 30, 26 | +7.43K | 1.15% |
| NATIXIS ADVISORS, LLC | 38.57K | Jun 30, 26 | +14.66K | 0.99% |
| MML INVESTORS SERVICES, LLC | 37.00K | Jun 30, 26 | +4.23K | 0.95% |
| OSAIC HOLDINGS, INC. | 30.84K | Jun 30, 26 | +11.77K | 0.79% |
| ABOUND FINANCIAL, LLC | 24.33K | Jun 30, 26 | -379 | 0.62% |
| COMMONWEALTH EQUITY SERVICES, LLC | 22.45K | Jun 30, 26 | +1.19K | 0.58% |
| Merit Financial Group, LLC | 19.19K | Jun 30, 26 | -- | 0.49% |
| STIFEL FINANCIAL CORP | 19.11K | Jun 30, 26 | -6.33K | 0.49% |
| ROYAL BANK OF CANADA | 15.78K | Jun 30, 26 | +71 | 0.41% |
| Sanctuary Advisors, LLC | 14.53K | Jun 30, 26 | +3.70K | 0.37% |
| Hopwood Nicholas Hunter | 12.75K | Jun 30, 26 | +922 | 0.33% |
| THRIVENT FINANCIAL FOR LUTHERANS | 12.25K | Jun 30, 26 | +12.25K | 0.31% |
| Beacon Pointe Advisors, LLC | 10.58K | Jun 30, 26 | +3.10K | 0.27% |
| Cerity Partners LLC | 10.24K | Jun 30, 26 | +75 | 0.26% |
| CreativeOne Wealth, LLC | 9.70K | Jun 30, 26 | +112 | 0.25% |
| Private Advisor Group, LLC | 9.68K | Jun 30, 26 | +4.73K | 0.25% |
| MORGAN STANLEY | 8.01K | Jun 30, 26 | +5.72K | 0.21% |
| JANE STREET GROUP, LLC | 6.10K | Jun 30, 26 | -36.19K | 0.16% |
| Tidemark, LLC | 5.56K | Jun 30, 26 | -755 | 0.14% |
| Wayfinding Financial, LLC | 4.95K | Jun 30, 26 | +128 | 0.13% |
| Kingsview Wealth Management, LLC | 4.94K | Jun 30, 26 | +459 | 0.13% |
| Freedom Investment Management, Inc. | 4.60K | Jun 30, 26 | +239 | 0.12% |
| Envestnet Portfolio Solutions, Inc. | 3.44K | Jun 30, 26 | +3.44K | 0.09% |
| Sequoia Financial Advisors, LLC | 3.40K | Jun 30, 26 | -2 | 0.09% |
| Gateway Wealth Partners, LLC | 3.10K | Jun 30, 26 | -3.63K | 0.08% |
| Integrated Wealth Concepts LLC | 3.03K | Jun 30, 26 | -835 | 0.08% |
| CITADEL ADVISORS LLC | 2.92K | Jun 30, 26 | -9.19K | 0.08% |
| Bedel Financial Consulting, Inc. | 2.90K | Jun 30, 26 | -- | 0.07% |
| LUTS & GREENLEIGH GROUP, INC. | 2.31K | Jun 30, 26 | +2.31K | 0.06% |
| GeoWealth Management, LLC | 2.17K | Jun 30, 26 | +35 | 0.06% |
| Global Retirement Partners, LLC | 1.90K | Jun 30, 26 | +1.90K | 0.05% |
| UBS Group AG | 1.12K | Jun 30, 26 | +724 | 0.03% |
| WELLS FARGO & COMPANY/MN | 759 | Jun 30, 26 | +529 | 0.02% |
| Tripletail Wealth Management, LLC | 720 | Jun 30, 26 | -5 | 0.02% |
| Capital Analysts, LLC | 444 | Jun 30, 26 | +294 | 0.01% |
| Geneos Wealth Management Inc. | 349 | Jun 30, 26 | -- | 0.01% |
| Transamerica Financial Advisors, LLC | 195 | Jun 30, 26 | -- | 0.01% |
| UMB Bank, n.a. | 179 | Jun 30, 26 | +179 | 0.00% |
| HARBOUR INVESTMENTS, INC. | 169 | Jun 30, 26 | -7 | 0.00% |
| Orion Capital Management LLC | 133 | Jun 30, 26 | +133 | 0.00% |
| Steward Partners Investment Advisory, LLC | 105 | Jun 30, 26 | -- | 0.00% |
| FIFTH THIRD BANCORP | 41 | Jun 30, 26 | -- | 0.00% |
| KERR FINANCIAL PLANNING Corp | 28 | Jun 30, 26 | -- | 0.00% |
| Russell Investments Group, Ltd. | -- | Jun 30, 26 | -18 | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -551 | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -856 | -- |
| NewEdge Advisors, LLC | -- | Jun 30, 26 | -3.52K | -- |
| Kestra Advisory Services, LLC | -- | Jun 30, 26 | -3.07K | -- |
| TWIN PEAKS WEALTH ADVISORS, LLC | -- | Jun 30, 26 | -81 | -- |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | -- | Jun 30, 26 | -3.35K | -- |
| Mariner, LLC | -- | Jun 30, 26 | -11.33K | -- |
| Ascentis Independent Advisors | -- | Jun 30, 26 | -5.53K | -- |
| CWM, LLC | 41 | Mar 31, 26 | +24 | 0.00% |
| SOL Capital Management CO | -- | Mar 31, 26 | -10.27K | -- |
| COMERICA BANK | 41 | Dec 31, 25 | -- | 0.00% |
| Motiv8 Investments LLC | 9 | Dec 31, 25 | +9 | 0.00% |
| Peninsula Wealth, LLC | 195.54K | Dec 31, 24 | +57.72K | 5.02% |
| Raymond James Financial Services Advisors, Inc. | 57.23K | Sep 30, 24 | -3.51K | 1.47% |
| 3D/L Capital Management, LLC | 11.63K | Sep 30, 23 | -270 | 0.30% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 63.97K | Sep 30, 22 | -7.78K | 1.64% |
| Carroll Financial Associates, Inc. | 4.61K | Dec 31, 21 | +96 | 0.12% |
| ETRADE Capital Management LLC | 9.26K | Sep 30, 20 | +9.26K | 0.24% |
| Watson Rebecca | -- | Sep 30, 20 | -800 | -- |
