| FINANCIAL CONSULATE, INC | 1.69M | Sep 30, 26 | -10.47K | 15.39% |
| Mainstream Capital Management LLC | 1.09K | Sep 30, 26 | +1.09K | 0.01% |
| Mascoma Wealth Management LLC | 281 | Sep 30, 26 | +3 | 0.00% |
| Schiavi & Co LLC | 3.16M | Jun 30, 26 | +59.49K | 28.71% |
| FINANCIAL CONSULATE, INC | 1.70M | Jun 30, 26 | +18.52K | 15.49% |
| Stratos Investment Management, LLC | 1.31M | Jun 30, 26 | +13.39K | 11.87% |
| Mariner, LLC | 868.90K | Jun 30, 26 | -5.72K | 7.89% |
| LPL Financial LLC | 329.02K | Jun 30, 26 | +9.96K | 2.99% |
| Austin Wealth Management, LLC | 211.09K | Jun 30, 26 | +2.45K | 1.92% |
| IFC Advisors LLC | 164.78K | Jun 30, 26 | -1.25K | 1.50% |
| WELLS FARGO & COMPANY/MN | 160.60K | Jun 30, 26 | +91.54K | 1.46% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 158.83K | Jun 30, 26 | +10.66K | 1.44% |
| JPMORGAN CHASE & CO | 106.31K | Jun 30, 26 | +68.31K | 0.97% |
| EVOLVE PRIVATE WEALTH, LLC | 104.29K | Jun 30, 26 | -- | 0.95% |
| Janney Montgomery Scott LLC | 77.40K | Jun 30, 26 | +319 | 0.70% |
| RAYMOND JAMES FINANCIAL INC | 64.49K | Jun 30, 26 | +1.91K | 0.59% |
| Stratos Wealth Partners, LTD. | 56.27K | Jun 30, 26 | +5.65K | 0.51% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42.84K | Jun 30, 26 | -16.52K | 0.39% |
| Walkner Condon Financial Advisors LLC | 36.73K | Jun 30, 26 | +285 | 0.33% |
| ENVESTNET ASSET MANAGEMENT INC | 33.86K | Jun 30, 26 | +5.05K | 0.31% |
| Operose Advisors LLC | 32.71K | Jun 30, 26 | +25.50K | 0.30% |
| JANE STREET GROUP, LLC | 32.13K | Jun 30, 26 | -43.86K | 0.29% |
| MML INVESTORS SERVICES, LLC | 31.50K | Jun 30, 26 | +15.58K | 0.29% |
| CITADEL ADVISORS LLC | 25.98K | Jun 30, 26 | +25.98K | 0.24% |
| Private Advisor Group, LLC | 24.04K | Jun 30, 26 | +16.00K | 0.22% |
| Merit Financial Group, LLC | 22.02K | Jun 30, 26 | -29.69K | 0.20% |
| AQR CAPITAL MANAGEMENT LLC | 19.44K | Jun 30, 26 | +2.56K | 0.18% |
| Caerus Investment Advisors, LLC | 18.97K | Jun 30, 26 | +2.09K | 0.17% |
| Sovran Advisors, LLC | 18.83K | Jun 30, 26 | -840 | 0.17% |
| OSAIC HOLDINGS, INC. | 15.41K | Jun 30, 26 | +4.09K | 0.14% |
| Redwood Financial Network Corp | 13.63K | Jun 30, 26 | -661 | 0.12% |
| L & S Advisors Inc | 9.62K | Jun 30, 26 | -- | 0.09% |
| EQ WEALTH ADVISORS, LLC | 9.45K | Jun 30, 26 | +1 | 0.09% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 9.35K | Jun 30, 26 | -18.50K | 0.08% |
| JT Stratford LLC | 8.99K | Jun 30, 26 | +485 | 0.08% |
| Creative Planning | 7.87K | Jun 30, 26 | +1.64K | 0.07% |
| Stratos Wealth Advisors, LLC | 7.25K | Jun 30, 26 | +2.06K | 0.07% |
| Cetera Investment Advisers | 6.29K | Jun 30, 26 | -- | 0.06% |
| FARMERS & MERCHANTS INVESTMENTS INC | 6.00K | Jun 30, 26 | -- | 0.05% |
| StoneX Group Inc. | 5.88K | Jun 30, 26 | +189 | 0.05% |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 5.47K | Jun 30, 26 | -169 | 0.05% |
| BENJAMIN EDWARDS INC | 5.32K | Jun 30, 26 | +5.32K | 0.05% |
| COMMONWEALTH EQUITY SERVICES, LLC | 4.90K | Jun 30, 26 | +4.90K | 0.04% |
| ROYAL BANK OF CANADA | 4.28K | Jun 30, 26 | +131 | 0.04% |
| Allworth Financial LP | 3.89K | Jun 30, 26 | +1.81K | 0.04% |
| Capital Advisors, Ltd. LLC | 3.63K | Jun 30, 26 | +432 | 0.03% |
| FMR LLC | 1.66K | Jun 30, 26 | -- | 0.02% |
| FIFTH THIRD BANCORP | 1.60K | Jun 30, 26 | -- | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 1.34K | Jun 30, 26 | +1.34K | 0.01% |
| GW&K Investment Management, LLC | 699 | Jun 30, 26 | -- | 0.01% |
| MORGAN STANLEY | 489 | Jun 30, 26 | -- | 0.00% |
| ASSETMARK, INC | 315 | Jun 30, 26 | +277 | 0.00% |
| UBS Group AG | 258 | Jun 30, 26 | -- | 0.00% |
| Global Retirement Partners, LLC | 98 | Jun 30, 26 | +98 | 0.00% |
| Geneos Wealth Management Inc. | 89 | Jun 30, 26 | -69 | 0.00% |
| VANGUARD ADVISERS INC | 21 | Jun 30, 26 | -- | 0.00% |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -300 | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -4.39K | -- |
| WEBSTER BANK, N. A. | -- | Jun 30, 26 | -2.20K | -- |
| CWM, LLC | 424 | Mar 31, 26 | -207 | 0.00% |
| Sunbelt Securities, Inc. | 398 | Mar 31, 26 | -- | 0.00% |
| COMERICA BANK | 3.10K | Dec 31, 25 | -- | 0.03% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -300 | -- |
| NAPA WEALTH MANAGEMENT | 22.63K | Sep 30, 25 | -261 | 0.21% |
| Moloney Securities Asset Management, LLC | 15.61K | Sep 30, 25 | +41 | 0.14% |
| Riggs Capital Management LLC | 52.19K | Dec 31, 24 | +52.19K | 0.47% |
| Raymond James Financial Services Advisors, Inc. | 35.68K | Sep 30, 24 | +35.68K | 0.32% |
| FinTrust Capital Advisors, LLC | 3.41K | Sep 30, 24 | +430 | 0.03% |
| Advisor Group, Inc. | 9.77K | Dec 31, 19 | -1.96K | 0.09% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 5.95K | Dec 31, 19 | -3.79K | 0.05% |