| LPL Financial LLC | 483.71K | Sep 30, 26 | +86.96K | 7.68% |
| RAYMOND JAMES FINANCIAL INC | 161.82K | Sep 30, 26 | +8.49K | 2.57% |
| Twelve Points Wealth Management LLC | 132.80K | Sep 30, 26 | +9.35K | 2.11% |
| Harbour Wealth Management Group, Inc. | 108.16K | Sep 30, 26 | +2.05K | 1.72% |
| UBS Group AG | 62.59K | Sep 30, 26 | +20.67K | 0.99% |
| Cambridge Investment Research Advisors, Inc. | 59.29K | Sep 30, 26 | +40.21K | 0.94% |
| HARBOUR INVESTMENTS, INC. | 55.22K | Sep 30, 26 | +52.76K | 0.88% |
| OSAIC HOLDINGS, INC. | 44.63K | Sep 30, 26 | +1.29K | 0.71% |
| Savvy Advisors, Inc. | 40.76K | Sep 30, 26 | +1.96K | 0.65% |
| Founders Financial Alliance, LLC | 36.38K | Sep 30, 26 | -7.27K | 0.58% |
| Janney Montgomery Scott LLC | 29.80K | Sep 30, 26 | +2.85K | 0.47% |
| BANK OF MONTREAL /CAN/ | 29.45K | Sep 30, 26 | -4.34K | 0.47% |
| Synergy Asset Management, LLC | 28.16K | Sep 30, 26 | +28.16K | 0.45% |
| TRUIST FINANCIAL CORP | 21.60K | Sep 30, 26 | +3.63K | 0.34% |
| WJ Wealth Management, LLC | 20.57K | Sep 30, 26 | +20.57K | 0.33% |
| Red Wave Investments LLC | 20.21K | Sep 30, 26 | -801 | 0.32% |
| Global Retirement Partners, LLC | 12.66K | Sep 30, 26 | +8.30K | 0.20% |
| JANE STREET GROUP, LLC | 11.06K | Sep 30, 26 | +570 | 0.18% |
| SCOTIA CAPITAL INC. | 10.65K | Sep 30, 26 | +80 | 0.17% |
| OPPENHEIMER & CO INC | 9.58K | Sep 30, 26 | +4.11K | 0.15% |
| STIFEL FINANCIAL CORP | 9.26K | Sep 30, 26 | +9.26K | 0.15% |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 6.36K | Sep 30, 26 | +529 | 0.10% |
| GWN SECURITIES INC. | 4.64K | Sep 30, 26 | -12 | 0.07% |
| EAGLE GLOBAL ADVISORS LLC | 3.53K | Sep 30, 26 | +200 | 0.06% |
| Maridea Wealth Management LLC | 3.53K | Sep 30, 26 | -- | 0.06% |
| Sigma Planning Corp | 3.47K | Sep 30, 26 | +367 | 0.06% |
| Private Advisor Group, LLC | 3.14K | Sep 30, 26 | +424 | 0.05% |
| Creative Planning | 2.66K | Sep 30, 26 | -246 | 0.04% |
| COMPASS CAPITAL CORP /MA/ /ADV | 2.57K | Sep 30, 26 | -105 | 0.04% |
| HighTower Advisors, LLC | 2.28K | Sep 30, 26 | -28 | 0.04% |
| PARK AVENUE SECURITIES LLC | 2.28K | Sep 30, 26 | -2.81K | 0.04% |
| Laurel Wealth Advisors LLC | 2.21K | Sep 30, 26 | +2.21K | 0.04% |
| AlphaCore Capital LLC | 1.73K | Sep 30, 26 | +1.73K | 0.03% |
| Bogart Wealth, LLC | 1.50K | Sep 30, 26 | -- | 0.02% |
| JPMORGAN CHASE & CO | 1.09K | Sep 30, 26 | -475 | 0.02% |
| Glass Jacobson Investment Advisors llc | 670 | Sep 30, 26 | +10 | 0.01% |
| Signature Equity Partners, LLC | 641 | Sep 30, 26 | -21 | 0.01% |
| Spire Wealth Management | 284 | Sep 30, 26 | -- | 0.00% |
| DEUTSCHE BANK AG\ | 255 | Sep 30, 26 | +255 | 0.00% |
| KFG LLC | 161 | Sep 30, 26 | +161 | 0.00% |
| IFG Advisory, LLC | 31 | Sep 30, 26 | -- | 0.00% |
| BOLTON SECURITIES CORPORATION | 9 | Sep 30, 26 | +9 | 0.00% |
| FMR LLC | 8 | Sep 30, 26 | +7 | 0.00% |
| US BANCORP \DE\ | 4 | Sep 30, 26 | -- | 0.00% |
| Russell Investments Group, Ltd. | 3 | Sep 30, 26 | +3 | 0.00% |
| HUNTINGTON NATIONAL BANK | -- | Sep 30, 26 | -1 | -- |
| PRINCIPAL SECURITIES, INC. | -- | Sep 30, 26 | -2.64K | -- |
| Cornerstone Planning Group LLC | -- | Sep 30, 26 | -11 | -- |
| AdvisorNet Financial, Inc | -- | Sep 30, 26 | -1.29K | -- |
| Mascoma Wealth Management LLC | -- | Sep 30, 26 | -174 | -- |
| Bangor Savings Bank | -- | Sep 30, 26 | -185 | -- |
| FIFTH THIRD BANCORP | -- | Sep 30, 26 | -128 | -- |
| Able Wealth Management LLC | -- | Sep 30, 26 | -2.36K | -- |
| Capital Investment Advisory Services, LLC | -- | Sep 30, 26 | -115.58K | -- |
| COMMONWEALTH EQUITY SERVICES, LLC | -- | Sep 30, 26 | -2.78K | -- |
| Lifeworks Advisors, LLC | -- | Sep 30, 26 | -2.67K | -- |
| Transamerica Financial Advisors, LLC | -- | Sep 30, 26 | -22 | -- |
| Destination Wealth Management | 967.93K | Jun 30, 26 | +38.29K | 15.36% |
| MORGAN STANLEY | 348.31K | Jun 30, 26 | +126.59K | 5.53% |
| BANK OF AMERICA CORP /DE/ | 331.33K | Jun 30, 26 | +38.46K | 5.26% |
| RAYMOND JAMES FINANCIAL INC | 153.33K | Jun 30, 26 | +84.93K | 2.43% |
| ENVESTNET ASSET MANAGEMENT INC | 113.39K | Jun 30, 26 | -74.94K | 1.80% |
| MML INVESTORS SERVICES, LLC | 75.94K | Jun 30, 26 | +13.27K | 1.21% |
| Rockefeller Capital Management L.P. | 45.13K | Jun 30, 26 | +2.56K | 0.72% |
| OSAIC HOLDINGS, INC. | 43.34K | Jun 30, 26 | +1.39K | 0.69% |
| UBS Group AG | 41.91K | Jun 30, 26 | -9.52K | 0.67% |
| Savvy Advisors, Inc. | 38.80K | Jun 30, 26 | +3.96K | 0.62% |
| Clark Capital Management Group, Inc. | 30.18K | Jun 30, 26 | +30.18K | 0.48% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 25.84K | Jun 30, 26 | -1.15K | 0.41% |
| WCG Wealth Advisors LLC | 24.79K | Jun 30, 26 | +2.92K | 0.39% |
| CITADEL ADVISORS LLC | 18.10K | Jun 30, 26 | -3.13K | 0.29% |
| Cetera Investment Advisers | 14.36K | Jun 30, 26 | -93 | 0.23% |
| Stratos Investment Management, LLC | 10.81K | Jun 30, 26 | +1.07K | 0.17% |
| Beacon Pointe Advisors, LLC | 10.64K | Jun 30, 26 | -3.28K | 0.17% |
| SCOTIA CAPITAL INC. | 10.57K | Jun 30, 26 | +422 | 0.17% |
| Betterment LLC | 10.50K | Jun 30, 26 | -13.50K | 0.17% |
| JANE STREET GROUP, LLC | 10.49K | Jun 30, 26 | -10.38K | 0.17% |
| &PARTNERS | 9.96K | Jun 30, 26 | +9.96K | 0.16% |
| Sanctuary Advisors, LLC | 9.17K | Jun 30, 26 | -1.89K | 0.15% |
| Coastal Bridge Advisors, LLC | 5.85K | Jun 30, 26 | -227 | 0.09% |
| MERCER GLOBAL ADVISORS INC /ADV | 3.69K | Jun 30, 26 | +404 | 0.06% |
| MTM FINANCIAL GROUP, LLC | 3.02K | Jun 30, 26 | -3.01K | 0.05% |
| ROYAL BANK OF CANADA | 2.69K | Jun 30, 26 | -24.18K | 0.04% |
| COMPASS CAPITAL CORP /MA/ /ADV | 2.68K | Jun 30, 26 | -40 | 0.04% |
| Lifeworks Advisors, LLC | 2.67K | Jun 30, 26 | +319 | 0.04% |
| PRINCIPAL SECURITIES, INC. | 2.64K | Jun 30, 26 | +2.64K | 0.04% |
| Equitable Holdings, Inc. | 2.54K | Jun 30, 26 | +2.54K | 0.04% |
| Cadia Private Client LLC | 2.45K | Jun 30, 26 | +34 | 0.04% |
| JPMORGAN CHASE & CO | 1.57K | Jun 30, 26 | -659 | 0.02% |
| Integrated Wealth Concepts LLC | 845 | Jun 30, 26 | +845 | 0.01% |
| BFC Planning, Inc. | 815 | Jun 30, 26 | +10 | 0.01% |
| Qube Research & Technologies Ltd | 359 | Jun 30, 26 | +359 | 0.01% |
| AMERIFLEX GROUP, INC. | 100 | Jun 30, 26 | -- | 0.00% |
| BlackRock, Inc. | 89 | Jun 30, 26 | -500 | 0.00% |
| WELLS FARGO & COMPANY/MN | 21 | Jun 30, 26 | -51 | 0.00% |
| Strategic Wealth Partners, Ltd. | 12 | Jun 30, 26 | -- | 0.00% |
| HRT FINANCIAL LP | -- | Jun 30, 26 | -18.99K | -- |
| Envestnet Portfolio Solutions, Inc. | -- | Jun 30, 26 | -3.30K | -- |
| Vision Retirement, LLC | -- | Jun 30, 26 | -35 | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -137 | -- |
| STIFEL FINANCIAL CORP | -- | Jun 30, 26 | -2.19K | -- |
| Aptus Capital Advisors, LLC | -- | Jun 30, 26 | -34 | -- |
| EFG International AG | -- | Jun 30, 26 | -6.61K | -- |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | -- | Jun 30, 26 | -111 | -- |
| TWO SIGMA SECURITIES, LLC | -- | Jun 30, 26 | -4.27K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -59.86K | -- |
| JOURNEY STRATEGIC WEALTH LLC | 2.28K | Mar 31, 26 | -- | 0.04% |
| ORG Partners LLC | 16.39K | Dec 31, 25 | +16 | 0.26% |
| COMERICA BANK | 296 | Dec 31, 25 | -25 | 0.00% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -112 | -- |
| AVANTAX ADVISORY SERVICES, INC. | 6.10K | Jun 30, 25 | +771 | 0.10% |
| First Horizon Advisors, Inc. | 1.71K | Jun 30, 25 | +839 | 0.03% |
| TrinityPoint Wealth, LLC | 6.76K | Dec 31, 24 | -2.97K | 0.11% |
| WR Wealth Planners, LLC | 26 | Dec 31, 24 | -- | 0.00% |
| Raymond James Financial Services Advisors, Inc. | 14.18K | Sep 30, 24 | +14.18K | 0.23% |
| GUARDIAN CAPITAL ADVISORS LP | 3.12K | Sep 30, 24 | +665 | 0.05% |
| BlackRock Inc. | 6 | Jun 30, 24 | -- | 0.00% |
| Cetera Advisor Networks LLC | 3.63K | Mar 31, 24 | -515 | 0.06% |
| Retirement Group, LLC | 114 | Mar 31, 24 | +3 | 0.00% |
| LEO BROKERAGE, LLC | 187.36K | Jun 30, 23 | +4.89K | 2.97% |
| BerganKDV Wealth Management, LLC | -- | Jun 30, 23 | -161 | -- |
| F3Logic, LLC | 82.93K | Dec 31, 22 | -233.96K | 1.32% |
| Gallagher Benefit Services, Inc. | 82.93K | Dec 31, 22 | +82.93K | 1.32% |
| Claraphi Advisory Network, LLC | 6.18K | Dec 31, 22 | +6.18K | 0.10% |
| American Portfolios Advisors | 147 | Sep 30, 22 | +147 | 0.00% |
| Titus Wealth Management | 6.75K | Jun 30, 22 | -995 | 0.11% |
| B. Riley Wealth Management, Inc. | 2.33K | Jun 30, 22 | -31 | 0.04% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 137.31K | Dec 31, 21 | +2.42K | 2.18% |
| NEXT Financial Group, Inc | -- | Dec 31, 21 | -357 | -- |
| Harborview Advisors, LLC | -- | Sep 30, 21 | -150.53K | -- |
| Watson Rebecca | 4.89K | Sep 30, 20 | -- | 0.08% |
| LifePlan Financial Group, Inc | -- | Sep 30, 20 | -71 | -- |
| Lenox Wealth Management, Inc. | 43.78K | Jun 30, 20 | +43.78K | 0.69% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 11.51K | Dec 31, 19 | -1.89K | 0.18% |
| Advisor Group, Inc. | 299 | Dec 31, 19 | +46 | 0.00% |
| Wealth & Pension Services Group, Inc. | 2.70K | Sep 30, 19 | +46 | 0.04% |
| BB&T INVESTMENT SERVICES, INC. | 100 | Dec 31, 17 | -- | 0.00% |
| Commonwealth Equity Services, Inc | 5.07K | Jun 30, 17 | -20 | 0.08% |
| Virtu KCG Holdings LLC | -- | Jun 30, 17 | -4.30K | -- |
| MSI Financial Services Inc | 215 | Dec 31, 16 | -- | 0.00% |
| MANAGED ACCOUNT ADVISORS LLC | 2.04K | Jun 30, 15 | +2.04K | 0.03% |
| UBS AG | 135 | Sep 30, 14 | +135 | 0.00% |
