| Redwood Investment Management, LLC | 609.59K | Jun 30, 26 | -15.51K | 41.33% |
| LPL Financial LLC | 394.78K | Jun 30, 26 | -6.66K | 26.76% |
| Cetera Investment Advisers | 71.49K | Jun 30, 26 | +8.19K | 4.85% |
| OLD MISSION CAPITAL LLC | 49.53K | Jun 30, 26 | -507 | 3.36% |
| Private Advisor Group, LLC | 30.09K | Jun 30, 26 | -6.52K | 2.04% |
| GREAT VALLEY ADVISOR GROUP, INC. | 18.89K | Jun 30, 26 | +560 | 1.28% |
| IHT Wealth Management, LLC | 18.64K | Jun 30, 26 | -340 | 1.26% |
| Coppell Advisory Solutions LLC | 14.35K | Jun 30, 26 | +14.35K | 0.97% |
| Cambridge Investment Research Advisors, Inc. | 11.10K | Jun 30, 26 | +153 | 0.75% |
| VestGen Advisors, LLC | 5.85K | Jun 30, 26 | +28 | 0.40% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5.51K | Jun 30, 26 | -18.39K | 0.37% |
| Steward Partners Investment Advisory, LLC | 1.27K | Jun 30, 26 | +1.27K | 0.09% |
| HARBOUR INVESTMENTS, INC. | 1.11K | Jun 30, 26 | -109 | 0.08% |
| Spire Wealth Management | 656 | Jun 30, 26 | -5.87K | 0.04% |
| Global Retirement Partners, LLC | 647 | Jun 30, 26 | +647 | 0.04% |
| ADVISOR GROUP HOLDINGS, INC. | 487 | Jun 30, 26 | +25 | 0.03% |
| JPMORGAN CHASE & CO | 404 | Jun 30, 26 | -- | 0.03% |
| Integrated Wealth Concepts LLC | 144 | Jun 30, 26 | +144 | 0.01% |
| Signature Equity Partners, LLC | 28 | Jun 30, 26 | -- | 0.00% |
| Comprehensive Financial Planning, Inc./PA | 22 | Jun 30, 26 | -- | 0.00% |
| AE Wealth Management LLC | 1 | Jun 30, 26 | -- | 0.00% |
| IFP Advisors, Inc | -- | Jun 30, 26 | -353 | -- |
| Allworth Financial LP | -- | Jun 30, 26 | -423 | -- |
| UBS Group AG | -- | Jun 30, 26 | -1.43K | -- |
| Atria Wealth Solutions, Inc. | 33.71K | Jun 30, 25 | -30.48K | 2.29% |
| Good Life Advisors, LLC | 18.72K | Jun 30, 25 | -1.03K | 1.27% |
| Coppell Advisory Solutions Corp. | 19.98K | Mar 31, 24 | +19.98K | 1.35% |
| Ford Financial Group, LLC | -- | Mar 31, 23 | -180.19K | -- |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 170.13K | Sep 30, 22 | +170.13K | 11.53% |
| NEXT Financial Group, Inc | 17.63K | Dec 31, 21 | +17.63K | 1.20% |