| LPL Financial LLC | 2.85M | Sep 30, 26 | -1.02M | 10.62% |
| Haven Private, LLC | 1.30M | Sep 30, 26 | +112.44K | 4.85% |
| Concurrent Investment Advisors, LLC | 434.33K | Sep 30, 26 | +24.30K | 1.62% |
| DAYMARK WEALTH PARTNERS, LLC | 290.22K | Sep 30, 26 | +42.32K | 1.08% |
| RAYMOND JAMES FINANCIAL INC | 265.34K | Sep 30, 26 | -25.32K | 0.99% |
| UBS Group AG | 252.44K | Sep 30, 26 | +10.36K | 0.94% |
| Spartan Wealth Advisory Services LLC | 202.22K | Sep 30, 26 | -27.44K | 0.75% |
| OSAIC HOLDINGS, INC. | 191.66K | Sep 30, 26 | -3.81K | 0.71% |
| ARQ WEALTH ADVISORS, LLC | 184.47K | Sep 30, 26 | -108.05K | 0.69% |
| Frederick Financial Consultants, LLC | 182.15K | Sep 30, 26 | +23.17K | 0.68% |
| Global Wealth Strategies & Associates | 171.66K | Sep 30, 26 | -4.78K | 0.64% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 170.03K | Sep 30, 26 | +82.32K | 0.63% |
| COMMONWEALTH EQUITY SERVICES, LLC | 157.77K | Sep 30, 26 | -127.30K | 0.59% |
| Baker Avenue Asset Management, LP | 153.63K | Sep 30, 26 | -12.44K | 0.57% |
| CENTRAL TRUST Co | 149.00K | Sep 30, 26 | +13.62K | 0.55% |
| CAPTRUST FINANCIAL ADVISORS | 146.80K | Sep 30, 26 | -6.12K | 0.55% |
| GENESIS PRIVATE WEALTH, LLC | 141.85K | Sep 30, 26 | +630 | 0.53% |
| JANE STREET GROUP, LLC | 139.94K | Sep 30, 26 | +125.27K | 0.52% |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 110.89K | Sep 30, 26 | +3.39K | 0.41% |
| Amplius Wealth Advisors, LLC | 81.52K | Sep 30, 26 | -25.60K | 0.30% |
| Mariner, LLC | 71.61K | Sep 30, 26 | -- | 0.27% |
| JPMORGAN CHASE & CO | 68.61K | Sep 30, 26 | +2.38K | 0.26% |
| Private Advisor Group, LLC | 68.09K | Sep 30, 26 | -170.18K | 0.25% |
| CONDOR CAPITAL MANAGEMENT | 68.06K | Sep 30, 26 | +4.28K | 0.25% |
| LAKE STREET PRIVATE WEALTH, LLC | 67.57K | Sep 30, 26 | +13 | 0.25% |
| Westside Investment Management, Inc. | 47.00K | Sep 30, 26 | -- | 0.18% |
| GeoWealth Management, LLC | 46.57K | Sep 30, 26 | +20.66K | 0.17% |
| Blue Trust, Inc. | 38.15K | Sep 30, 26 | +38.15K | 0.14% |
| MONEYWISE, INC. | 37.98K | Sep 30, 26 | +118 | 0.14% |
| Lakeside Advisors, INC. | 36.34K | Sep 30, 26 | -- | 0.14% |
| Cornerstone Wealth Management, LLC | 36.33K | Sep 30, 26 | -936 | 0.14% |
| Focus Partners Wealth | 34.44K | Sep 30, 26 | +772 | 0.13% |
| Janney Montgomery Scott LLC | 31.96K | Sep 30, 26 | +234 | 0.12% |
| Farther Finance Advisors, LLC | 30.43K | Sep 30, 26 | -3.95K | 0.11% |
| DAVENPORT & Co LLC | 25.18K | Sep 30, 26 | +4.30K | 0.09% |
| Joseph Group Capital Management | 24.35K | Sep 30, 26 | +24.35K | 0.09% |
| Summit Financial, LLC | 22.65K | Sep 30, 26 | -24.13K | 0.08% |
| Roan Capital Partners | 19.91K | Sep 30, 26 | -46 | 0.07% |
| FLAGSHIP HARBOR ADVISORS, LLC | 17.84K | Sep 30, 26 | +147 | 0.07% |
| MassMutual Private Wealth & Trust, FSB | 17.77K | Sep 30, 26 | -1.85K | 0.07% |
| Paragon Private Wealth Management, LLC | 15.53K | Sep 30, 26 | -3.54K | 0.06% |
| Robertson Stephens Wealth Management, LLC | 14.52K | Sep 30, 26 | +14.52K | 0.05% |
| LIBERTY SQUARE WEALTH PARTNERS LLC | 14.46K | Sep 30, 26 | -- | 0.05% |
| Horst & Graben Wealth Management LLC | 12.81K | Sep 30, 26 | +63 | 0.05% |
| STIFEL FINANCIAL CORP | 12.79K | Sep 30, 26 | -1.24K | 0.05% |
| OneAscent Financial Services LLC | 12.21K | Sep 30, 26 | -125 | 0.05% |
| INTEGRITY WEALTH ADVISORS, INC. | 12.18K | Sep 30, 26 | +12.18K | 0.05% |
| CVFG LLC | 11.24K | Sep 30, 26 | -2.21K | 0.04% |
| CENTAURUS FINANCIAL, INC. | 10.34K | Sep 30, 26 | -66 | 0.04% |
| FIFTH THIRD BANCORP | 10.08K | Sep 30, 26 | -13.21K | 0.04% |
| SILVER OAK SECURITIES, INCORPORATED | 10.07K | Sep 30, 26 | +10.07K | 0.04% |
| Geneos Wealth Management Inc. | 6.87K | Sep 30, 26 | +5.87K | 0.03% |
| PRIVATE TRUST CO NA | 5.01K | Sep 30, 26 | +215 | 0.02% |
| Smartleaf Asset Management LLC | 4.00K | Sep 30, 26 | +4.00K | 0.01% |
| IFP Advisors, Inc | 3.07K | Sep 30, 26 | -606 | 0.01% |
| EverSource Wealth Advisors, LLC | 1.98K | Sep 30, 26 | +213 | 0.01% |
| Global Retirement Partners, LLC | 1.26K | Sep 30, 26 | -- | 0.00% |
| COMPASS FINANCIAL MANAGEMENT LLC | 875 | Sep 30, 26 | -- | 0.00% |
| FMR LLC | 662 | Sep 30, 26 | -9.06K | 0.00% |
| Atlantic Edge Private Wealth Management, LLC | 512 | Sep 30, 26 | +512 | 0.00% |
| ASSETMARK, INC | 425 | Sep 30, 26 | +425 | 0.00% |
| Harborfront Financial Group LLC | 410 | Sep 30, 26 | +410 | 0.00% |
| Larson Financial Group LLC | 1 | Sep 30, 26 | -- | 0.00% |
| Vested Financial Planning, LLC | -- | Sep 30, 26 | -25.91K | -- |
| Rare Wolf Capital LLC | -- | Sep 30, 26 | -33.86K | -- |
| TRUIST FINANCIAL CORP | -- | Sep 30, 26 | -12.55K | -- |
| Prospera Financial Services Inc | -- | Sep 30, 26 | -12.90K | -- |
| MORGAN STANLEY | 5.84M | Jun 30, 26 | -68.49K | 21.75% |
| AMERIPRISE FINANCIAL INC | 2.94M | Jun 30, 26 | -420.61K | 10.96% |
| BANK OF AMERICA CORP /DE/ | 1.49M | Jun 30, 26 | +68.96K | 5.56% |
| WELLS FARGO & COMPANY/MN | 1.04M | Jun 30, 26 | +13.62K | 3.86% |
| Waverly Advisors, LLC | 334.76K | Jun 30, 26 | +323.83K | 1.25% |
| RAYMOND JAMES FINANCIAL INC | 290.66K | Jun 30, 26 | +8.21K | 1.08% |
| ROYAL BANK OF CANADA | 246.43K | Jun 30, 26 | +3.28K | 0.92% |
| UBS Group AG | 242.08K | Jun 30, 26 | +21.09K | 0.90% |
| Spartan Wealth Advisory Services LLC | 229.67K | Jun 30, 26 | +2.40K | 0.86% |
| OSAIC HOLDINGS, INC. | 195.46K | Jun 30, 26 | +13.97K | 0.73% |
| CAPTRUST FINANCIAL ADVISORS | 152.92K | Jun 30, 26 | +9.98K | 0.57% |
| Cetera Investment Advisers | 125.86K | Jun 30, 26 | -1.44K | 0.47% |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 107.51K | Jun 30, 26 | +8.12K | 0.40% |
| NorthRock Partners, LLC | 97.36K | Jun 30, 26 | -15.56K | 0.36% |
| ARBOR CAPITAL MANAGEMENT INC /ADV | 81.65K | Jun 30, 26 | -1.17K | 0.30% |
| GOLDMAN SACHS GROUP INC | 74.79K | Jun 30, 26 | +74.79K | 0.28% |
| JPMORGAN CHASE & CO | 66.24K | Jun 30, 26 | -133.07K | 0.25% |
| ENVESTNET ASSET MANAGEMENT INC | 58.49K | Jun 30, 26 | -1.31K | 0.22% |
| Vestmark Advisory Solutions, Inc. | 51.32K | Jun 30, 26 | -2.73K | 0.19% |
| LM Advisors LLC | 49.88K | Jun 30, 26 | +49.88K | 0.19% |
| Integrated Wealth Concepts LLC | 41.07K | Jun 30, 26 | +27.34K | 0.15% |
| Gateway Wealth Partners, LLC | 24.75K | Jun 30, 26 | +24.75K | 0.09% |
| World Investment Advisors | 19.84K | Jun 30, 26 | -- | 0.07% |
| MML INVESTORS SERVICES, LLC | 19.01K | Jun 30, 26 | +7.56K | 0.07% |
| Advisory Services Network, LLC | 18.33K | Jun 30, 26 | -6.07K | 0.07% |
| Bleakley Financial Group, LLC | 15.58K | Jun 30, 26 | +3.92K | 0.06% |
| Rockefeller Capital Management L.P. | 15.56K | Jun 30, 26 | +4.38K | 0.06% |
| Redwood Investment Management, LLC | 15.10K | Jun 30, 26 | +133 | 0.06% |
| JANE STREET GROUP, LLC | 14.67K | Jun 30, 26 | -21.30K | 0.05% |
| LIBERTY SQUARE WEALTH PARTNERS LLC | 14.46K | Jun 30, 26 | -- | 0.05% |
| STIFEL FINANCIAL CORP | 14.02K | Jun 30, 26 | +14.02K | 0.05% |
| NewEdge Advisors, LLC | 13.46K | Jun 30, 26 | +7 | 0.05% |
| CVFG LLC | 13.45K | Jun 30, 26 | -1.51K | 0.05% |
| C M BIDWELL & ASSOCIATES LTD | 13.13K | Jun 30, 26 | -- | 0.05% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 10.12K | Jun 30, 26 | +9.79K | 0.04% |
| MERCER GLOBAL ADVISORS INC /ADV | 5.86K | Jun 30, 26 | +5.86K | 0.02% |
| JONES FINANCIAL COMPANIES LLLP | 512 | Jun 30, 26 | +512 | 0.00% |
| Tower Research Capital LLC (TRC) | 100 | Jun 30, 26 | -- | 0.00% |
| Elequin Capital, LP | -- | Jun 30, 26 | -14.82K | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -24.86K | -- |
| FLOW TRADERS U.S. LLC | -- | Jun 30, 26 | -21.15K | -- |
| &PARTNERS | -- | Jun 30, 26 | -15.71K | -- |
| MAI Capital Management | -- | Jun 30, 26 | -2.16K | -- |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | -- | Jun 30, 26 | -25.09K | -- |
| TruWealth Advisors, LLC | 294.98K | Mar 31, 26 | +4.00K | 1.10% |
| COMERICA BANK | 22.99K | Dec 31, 25 | +44 | 0.09% |
| PURE PORTFOLIOS HOLDINGS LLC | 15.53K | Dec 31, 25 | -2.19K | 0.06% |
| ORG Partners LLC | 10.42K | Dec 31, 25 | -- | 0.04% |
| Abich Financial Wealth Management LLC | 400 | Sep 30, 25 | +400 | 0.00% |
| Householder Group Estate & Retirement Specialist, LLC | -- | Dec 31, 24 | -66.06K | -- |
| Raymond James Financial Services Advisors, Inc. | 265.40K | Sep 30, 24 | -5.03K | 0.99% |
| RAYMOND JAMES & ASSOCIATES | 21.46K | Sep 30, 24 | -12.43K | 0.08% |
| Relative Value Partners Group, LLC | 67.92K | Jun 30, 24 | +67.92K | 0.25% |
| Cetera Advisor Networks LLC | 48.54K | Mar 31, 24 | +6.62K | 0.18% |
| Cetera Advisors LLC | 37.08K | Mar 31, 24 | -7.32K | 0.14% |
| Andesa Financial Management Inc. | 86.86K | Mar 31, 23 | +55.13K | 0.32% |
| Quantitative Advantage, LLC | 72.29K | Mar 31, 23 | +6.19K | 0.27% |
| American Portfolios Advisors | 1.10K | Sep 30, 22 | +1.10K | 0.00% |
| NEXT Financial Group, Inc | -- | Dec 31, 21 | -7.20K | -- |
| Cardan Capital Partners, LLC | 54.51K | Sep 30, 21 | +54.51K | 0.20% |
| USCA RIA LLC | 8.98K | Jun 30, 21 | +8.98K | 0.03% |
