| JPMORGAN CHASE & CO | 2.38M | Sep 30, 26 | +2.35M | 15.04% |
| LPL Financial LLC | 972.54K | Sep 30, 26 | +404.58K | 6.15% |
| CARY STREET PARTNERS FINANCIAL LLC | 702.70K | Sep 30, 26 | -56.28K | 4.45% |
| RAYMOND JAMES FINANCIAL INC | 276.93K | Sep 30, 26 | +143.89K | 1.75% |
| UBS Group AG | 181.30K | Sep 30, 26 | +87.60K | 1.15% |
| OSAIC HOLDINGS, INC. | 164.75K | Sep 30, 26 | -11.41K | 1.04% |
| Janney Montgomery Scott LLC | 44.52K | Sep 30, 26 | +6.78K | 0.28% |
| J.W. COLE ADVISORS, INC. | 30.21K | Sep 30, 26 | +519 | 0.19% |
| JANE STREET GROUP, LLC | 28.10K | Sep 30, 26 | +28.10K | 0.18% |
| Cambridge Investment Research Advisors, Inc. | 22.36K | Sep 30, 26 | +11.75K | 0.14% |
| HARBOUR INVESTMENTS, INC. | 15.26K | Sep 30, 26 | -- | 0.10% |
| STIFEL FINANCIAL CORP | 11.17K | Sep 30, 26 | +191 | 0.07% |
| COMMONWEALTH EQUITY SERVICES, LLC | 8.65K | Sep 30, 26 | +61 | 0.05% |
| BOLTON SECURITIES CORPORATION | 8.25K | Sep 30, 26 | +1.55K | 0.05% |
| TFB Advisors LLC | 7.33K | Sep 30, 26 | -- | 0.05% |
| PNC FINANCIAL SERVICES GROUP, INC. | 5.31K | Sep 30, 26 | +843 | 0.03% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 5.14K | Sep 30, 26 | -2.31K | 0.03% |
| COMPASS FINANCIAL MANAGEMENT LLC | 3.14K | Sep 30, 26 | -1.44K | 0.02% |
| Allworth Financial LP | 2.96K | Sep 30, 26 | -- | 0.02% |
| Quest 10 Wealth Builders, Inc. | 1.96K | Sep 30, 26 | -- | 0.01% |
| FIFTH THIRD BANCORP | 1.19K | Sep 30, 26 | +1.19K | 0.01% |
| LANARK FINANCIAL, INC. | 1.12K | Sep 30, 26 | -- | 0.01% |
| FMR LLC | 323 | Sep 30, 26 | +323 | 0.00% |
| Geneos Wealth Management Inc. | 190 | Sep 30, 26 | +4 | 0.00% |
| Key Capital Management, INC | 175 | Sep 30, 26 | -- | 0.00% |
| Networth Advisors, LLC | 52 | Sep 30, 26 | +1 | 0.00% |
| Kingdom Financial Group LLC. | 6 | Sep 30, 26 | -- | 0.00% |
| Savant Capital, LLC | -- | Sep 30, 26 | -16.96K | -- |
| HB Wealth Management, LLC | -- | Sep 30, 26 | -32.20K | -- |
| Neuberger Berman Group LLC | 6.64M | Jun 30, 26 | -139.93K | 41.99% |
| CARY STREET PARTNERS FINANCIAL LLC | 758.98K | Jun 30, 26 | -23.79K | 4.80% |
| MARQUETTE ASSOCIATES, INC. | 462.37K | Jun 30, 26 | -- | 2.92% |
| Wealthspire Advisors, LLC | 208.41K | Jun 30, 26 | +479 | 1.32% |
| Proficio Capital Partners LLC | 207.53K | Jun 30, 26 | -900 | 1.31% |
| OSAIC HOLDINGS, INC. | 176.16K | Jun 30, 26 | +99.11K | 1.11% |
| RAYMOND JAMES FINANCIAL INC | 133.04K | Jun 30, 26 | +14.51K | 0.84% |
| UBS Group AG | 93.70K | Jun 30, 26 | +2.26K | 0.59% |
| Steward Partners Investment Advisory, LLC | 77.99K | Jun 30, 26 | +67.36K | 0.49% |
| MARSHALL INVESTMENT MANAGEMENT, LLC | 71.90K | Jun 30, 26 | +71.90K | 0.45% |
| MML INVESTORS SERVICES, LLC | 58.49K | Jun 30, 26 | -508.72K | 0.37% |
| Equitable Holdings, Inc. | 51.65K | Jun 30, 26 | +27.30K | 0.33% |
| OLD MISSION CAPITAL LLC | 31.91K | Jun 30, 26 | +13.43K | 0.20% |
| JPMORGAN CHASE & CO | 24.33K | Jun 30, 26 | -44.27K | 0.15% |
| Cerity Partners LLC | 23.15K | Jun 30, 26 | +2.69K | 0.15% |
| GOLDMAN SACHS GROUP INC | 11.61K | Jun 30, 26 | +11.61K | 0.07% |
| STIFEL FINANCIAL CORP | 10.98K | Jun 30, 26 | -- | 0.07% |
| Integrated Wealth Concepts LLC | 10.08K | Jun 30, 26 | +10.08K | 0.06% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 7.46K | Jun 30, 26 | -48.98K | 0.05% |
| Capital Analysts, LLC | 3.57K | Jun 30, 26 | +3.57K | 0.02% |
| NewEdge Advisors, LLC | 1.00K | Jun 30, 26 | -- | 0.01% |
| MORGAN STANLEY | 213 | Jun 30, 26 | -- | 0.00% |
| AMERIFLEX GROUP, INC. | 101 | Jun 30, 26 | -- | 0.00% |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -994 | -- |
| ROYAL BANK OF CANADA | -- | Jun 30, 26 | -2.89K | -- |
| AE Wealth Management LLC | -- | Jun 30, 26 | -7.71K | -- |
| CWM, LLC | 175.99K | Mar 31, 26 | +9.75K | 1.11% |
| Edge Financial Advisors LLC | 23.80K | Dec 31, 25 | +23.80K | 0.15% |
| CIBC Private Wealth Group LLC | -- | Dec 31, 25 | -1.41K | -- |
| Pineridge Advisors LLC | 295 | Sep 30, 25 | -63 | 0.00% |
| Guerra Advisors Inc | 72 | Sep 30, 25 | +72 | 0.00% |
| CARY STREET PARTNERS ASSET MANAGEMENT LLC | 1.12M | Sep 30, 24 | +16.69K | 7.08% |
