| ENVESTNET ASSET MANAGEMENT INC | 914.83K | Jun 30, 26 | +70.82K | 60.41% |
| Sunpointe, LLC | 71.50K | Jun 30, 26 | -249 | 4.72% |
| Impact Investors, Inc | 48.97K | Jun 30, 26 | -511 | 3.23% |
| MML INVESTORS SERVICES, LLC | 40.65K | Jun 30, 26 | +4.41K | 2.68% |
| Peak Planning Group, LLC | 31.54K | Jun 30, 26 | +1.78K | 2.08% |
| LPL Financial LLC | 15.75K | Jun 30, 26 | +39 | 1.04% |
| TRUIST FINANCIAL CORP | 8.26K | Jun 30, 26 | +1.46K | 0.55% |
| Brinker Capital Investments, LLC | 8.01K | Jun 30, 26 | +2.67K | 0.53% |
| ADVISOR GROUP HOLDINGS, INC. | 7.14K | Jun 30, 26 | +638 | 0.47% |
| Cambridge Investment Research Advisors, Inc. | 4.39K | Jun 30, 26 | -298 | 0.29% |
| COMMONWEALTH EQUITY SERVICES, LLC | 4.03K | Jun 30, 26 | -69 | 0.27% |
| RIDGECREST WEALTH PARTNERS, LLC | 4.00K | Jun 30, 26 | -- | 0.26% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3.99K | Jun 30, 26 | +3.99K | 0.26% |
| MORGAN STANLEY | 3.89K | Jun 30, 26 | +2.40K | 0.26% |
| Cetera Investment Advisers | 3.67K | Jun 30, 26 | -- | 0.24% |
| NATURAL INVESTMENTS, LLC | 3.29K | Jun 30, 26 | +3.29K | 0.22% |
| HARBOUR INVESTMENTS, INC. | 1.63K | Jun 30, 26 | +9 | 0.11% |
| MERCER GLOBAL ADVISORS INC /ADV | 1.39K | Jun 30, 26 | +1.39K | 0.09% |
| JPMORGAN CHASE & CO | 1.02K | Jun 30, 26 | +747 | 0.07% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 285 | Jun 30, 26 | -- | 0.02% |
| UBS Group AG | 260 | Jun 30, 26 | +260 | 0.02% |
| Farther Finance Advisors, LLC | 223 | Jun 30, 26 | +223 | 0.01% |
| Silver Grove Financial Group, Inc. | 72 | Jun 30, 26 | +72 | 0.00% |
| FMR LLC | 15 | Jun 30, 26 | -- | 0.00% |
| Institute for Wealth Management, LLC. | 10 | Jun 30, 26 | +10 | 0.00% |
| IFP Advisors, Inc | 3 | Jun 30, 26 | -- | 0.00% |
| RAYMOND JAMES FINANCIAL INC | -- | Jun 30, 26 | -8.66K | -- |
| MAI Capital Management | -- | Jun 30, 26 | -776 | -- |
| Addison Advisors LLC | -- | Jun 30, 26 | -2.67K | -- |
| WealthShield Partners, LLC | -- | Jun 30, 26 | -223 | -- |
| Orion Portfolio Solutions, LLC | 11.90K | Mar 31, 25 | -983 | 0.79% |