| LPL Financial LLC | 1.46M | Sep 30, 26 | +604.37K | 54.99% |
| Tidemark, LLC | 274.16K | Sep 30, 26 | +2.06K | 10.31% |
| COMMONWEALTH EQUITY SERVICES, LLC | 253.58K | Sep 30, 26 | +65.68K | 9.53% |
| RAYMOND JAMES FINANCIAL INC | 188.04K | Sep 30, 26 | +141.67K | 7.07% |
| Sowell Financial Services LLC | 78.39K | Sep 30, 26 | -1.00K | 2.95% |
| OSAIC HOLDINGS, INC. | 23.63K | Sep 30, 26 | +1.29K | 0.89% |
| Cetera Investment Advisers | 21.33K | Sep 30, 26 | +21.33K | 0.80% |
| Advisors Preferred, LLC | 19.15K | Sep 30, 26 | +19.15K | 0.72% |
| BETO FINANCIAL GROUP, LLC | 15.18K | Sep 30, 26 | +4.47K | 0.57% |
| Centerpoint Advisory Group | 10.78K | Sep 30, 26 | -761 | 0.41% |
| Private Advisor Group, LLC | 10.43K | Sep 30, 26 | +1.07K | 0.39% |
| StoneX Group Inc. | 10.13K | Sep 30, 26 | +10.13K | 0.38% |
| Destiny Capital Corp/CO | 7.89K | Sep 30, 26 | -- | 0.30% |
| Highland Investment Advisors LLC | 2.51K | Sep 30, 26 | -138 | 0.09% |
| BANK OF MONTREAL /CAN/ | 2.22K | Sep 30, 26 | +2.22K | 0.08% |
| UBS Group AG | 1.98K | Sep 30, 26 | +1.82K | 0.07% |
| BlackRock, Inc. | 1.57K | Sep 30, 26 | +292 | 0.06% |
| HARBOUR INVESTMENTS, INC. | 984 | Sep 30, 26 | +984 | 0.04% |
| IAG Wealth Partners, LLC | 980 | Sep 30, 26 | +980 | 0.04% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 586 | Sep 30, 26 | +586 | 0.02% |
| Arax Advisory Partners | 106 | Sep 30, 26 | -- | 0.00% |
| Continuum Advisory, LLC | 15 | Sep 30, 26 | +5 | 0.00% |
| MML INVESTORS SERVICES, LLC | -- | Sep 30, 26 | -18.63K | -- |
| HUNTINGTON NATIONAL BANK | -- | Sep 30, 26 | -1 | -- |
| MORGAN STANLEY | -- | Sep 30, 26 | -1 | -- |
| ENVESTNET ASSET MANAGEMENT INC | 58.73K | Jun 30, 26 | +12.71K | 2.21% |
| BANK OF AMERICA CORP /DE/ | 55.82K | Jun 30, 26 | +5.13K | 2.10% |
| RAYMOND JAMES FINANCIAL INC | 46.38K | Jun 30, 26 | +1.71K | 1.74% |
| GOLDMAN SACHS GROUP INC | 35.69K | Jun 30, 26 | -25.17K | 1.34% |
| Beacon Pointe Advisors, LLC | 25.10K | Jun 30, 26 | -4.50K | 0.94% |
| Arkadios Wealth Advisors | 23.12K | Jun 30, 26 | -1.17K | 0.87% |
| OSAIC HOLDINGS, INC. | 22.33K | Jun 30, 26 | +1.18K | 0.84% |
| MML INVESTORS SERVICES, LLC | 18.63K | Jun 30, 26 | +3.81K | 0.70% |
| ROYAL BANK OF CANADA | 1.59K | Jun 30, 26 | -32 | 0.06% |
| BlackRock, Inc. | 1.28K | Jun 30, 26 | -- | 0.05% |
| Continuum Advisory, LLC | 10 | Jun 30, 26 | +10 | 0.00% |
| WELLS FARGO & COMPANY/MN | 1 | Jun 30, 26 | +1 | 0.00% |
| MORGAN STANLEY | 1 | Jun 30, 26 | -- | 0.00% |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -29.52K | -- |
| COMERICA BANK | 180 | Dec 31, 25 | +180 | 0.01% |
| Financial Advocates Investment Management | -- | Sep 30, 25 | -12.35K | -- |
| Good Life Advisors, LLC | 12.08K | Jun 30, 25 | -384 | 0.45% |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -9.61K | -- |
| Raymond James Financial Services Advisors, Inc. | 38.38K | Sep 30, 24 | -8.68K | 1.44% |
| ICA Group Wealth Management, LLC | -- | Jun 30, 24 | -755 | -- |
| DESTINY CAPITAL SECURITIES CORPORATION | 43.66K | Sep 30, 23 | +43.66K | 1.64% |
| Sutton Wealth Advisors Inc. | 100 | Sep 30, 23 | -- | 0.00% |
| Ford Financial Group, LLC | -- | Mar 31, 23 | -12.06K | -- |
| BENNICAS & ASSOCIATES, INC. | 80.70K | Dec 31, 22 | -15.52K | 3.03% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 473.96K | Sep 30, 22 | +59.40K | 17.82% |
