| LPL Financial LLC | 277.82K | Sep 30, 26 | -31.86K | 1.72% |
| Cambridge Investment Research Advisors, Inc. | 255.44K | Sep 30, 26 | +7.47K | 1.58% |
| Leslie Global Wealth, LLC | 175.60K | Sep 30, 26 | +12.34K | 1.08% |
| Bedel Financial Consulting, Inc. | 150.59K | Sep 30, 26 | -19.40K | 0.93% |
| LFG Wealth Partners, LLC | 142.09K | Sep 30, 26 | +13.92K | 0.88% |
| INTEGRAL INVESTMENT ADVISORS, INC. | 123.73K | Sep 30, 26 | +7.41K | 0.76% |
| Creative Planning | 100.13K | Sep 30, 26 | -36.37K | 0.62% |
| TRUIST FINANCIAL CORP | 33.85K | Sep 30, 26 | +11.52K | 0.21% |
| HARBOUR INVESTMENTS, INC. | 18.99K | Sep 30, 26 | +1.01K | 0.12% |
| US BANCORP \DE\ | 17.07K | Sep 30, 26 | -- | 0.11% |
| SEI INVESTMENTS CO | 15.68K | Sep 30, 26 | +1.81K | 0.10% |
| Private Advisor Group, LLC | 15.29K | Sep 30, 26 | -97 | 0.09% |
| Joseph P. Lucia & Associates, LLC | 15.28K | Sep 30, 26 | -- | 0.09% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 12.77K | Sep 30, 26 | -- | 0.08% |
| FIFTH THIRD BANCORP | 12.04K | Sep 30, 26 | -10.49K | 0.07% |
| CHOREO, LLC | 11.94K | Sep 30, 26 | -- | 0.07% |
| Bank of New York Mellon Corp | 10.81K | Sep 30, 26 | -118 | 0.07% |
| Allworth Financial LP | 8.58K | Sep 30, 26 | -- | 0.05% |
| Colonial Trust Co / SC | 6.54K | Sep 30, 26 | +1.22K | 0.04% |
| Global Retirement Partners, LLC | 5.57K | Sep 30, 26 | +5.57K | 0.03% |
| Essential Investment Partners LLC | 2.25K | Sep 30, 26 | +2.25K | 0.01% |
| Ashton Thomas Private Wealth, LLC | 736 | Sep 30, 26 | -- | 0.00% |
| LANARK FINANCIAL, INC. | 500 | Sep 30, 26 | -- | 0.00% |
| Financial Network Wealth Advisors LLC | 500 | Sep 30, 26 | +500 | 0.00% |
| Spire Wealth Management | 300 | Sep 30, 26 | -- | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 200 | Sep 30, 26 | -202 | 0.00% |
| UBS Group AG | 1 | Sep 30, 26 | -- | 0.00% |
| FMR LLC | -- | Sep 30, 26 | -42 | -- |
| Centurion Wealth Management LLC | -- | Sep 30, 26 | -11.60K | -- |
| Seed Wealth Management, Inc. | -- | Sep 30, 26 | -22.10K | -- |
| WEST MICHIGAN ADVISORS, LLC | -- | Sep 30, 26 | -11.27K | -- |
| SouthState Bank Corp | -- | Sep 30, 26 | -2.00K | -- |
| MORGAN STANLEY | 2.51M | Jun 30, 26 | +219.23K | 15.50% |
| Janney Montgomery Scott LLC | 712.40K | Jun 30, 26 | +31.36K | 4.40% |
| BANK OF AMERICA CORP /DE/ | 163.80K | Jun 30, 26 | +27.97K | 1.01% |
| Gotham Asset Management, LLC | 159.16K | Jun 30, 26 | +13.57K | 0.98% |
| Rockefeller Capital Management L.P. | 131.34K | Jun 30, 26 | +1.02K | 0.81% |
| BENJAMIN EDWARDS INC | 130.01K | Jun 30, 26 | -5.95K | 0.80% |
| OSAIC HOLDINGS, INC. | 104.86K | Jun 30, 26 | -90.32K | 0.65% |
| ENVESTNET ASSET MANAGEMENT INC | 99.52K | Jun 30, 26 | +3.10K | 0.61% |
| Trajan Wealth LLC | 97.80K | Jun 30, 26 | +1.46K | 0.60% |
| RAYMOND JAMES FINANCIAL INC | 75.18K | Jun 30, 26 | +1.14K | 0.46% |
| Comprehensive Money Management Services LLC | 62.15K | Jun 30, 26 | -6.90K | 0.38% |
| Texas Yale Capital Corp. | 60.82K | Jun 30, 26 | +9.77K | 0.38% |
| Anchor Bay Capital, Inc. | 42.07K | Jun 30, 26 | +42.07K | 0.26% |
| Cetera Investment Advisers | 37.58K | Jun 30, 26 | -491 | 0.23% |
| FIRST MANHATTAN CO. LLC. | 28.09K | Jun 30, 26 | -- | 0.17% |
| Stratos Wealth Partners, LTD. | 26.57K | Jun 30, 26 | +26 | 0.16% |
| NewEdge Advisors, LLC | 26.41K | Jun 30, 26 | +2.65K | 0.16% |
| DEARBORN PARTNERS LLC | 21.86K | Jun 30, 26 | -162 | 0.13% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18.73K | Jun 30, 26 | +18.73K | 0.12% |
| CreativeOne Wealth, LLC | 13.41K | Jun 30, 26 | +13.41K | 0.08% |
| Corient Private Wealth LP | 10.07K | Jun 30, 26 | +10.07K | 0.06% |
| SEGALL BRYANT & HAMILL, LLC | 10.07K | Jun 30, 26 | +83 | 0.06% |
| Strategic Wealth Partners, Ltd. | 7.33K | Jun 30, 26 | -4.30K | 0.05% |
| ROYAL BANK OF CANADA | 7.29K | Jun 30, 26 | +210 | 0.05% |
| Colonial Trust Co / SC | 5.33K | Jun 30, 26 | -- | 0.03% |
| WealthCollab, LLC | 5.00K | Jun 30, 26 | +5.00K | 0.03% |
| MERCER GLOBAL ADVISORS INC /ADV | 2.92K | Jun 30, 26 | +2.92K | 0.02% |
| JPMORGAN CHASE & CO | 501 | Jun 30, 26 | +501 | 0.00% |
| Aptus Capital Advisors, LLC | 484 | Jun 30, 26 | -- | 0.00% |
| AE Wealth Management LLC | 469 | Jun 30, 26 | +150 | 0.00% |
| Oakmont Advisory Group, LLC | 201 | Jun 30, 26 | +201 | 0.00% |
| UBS Group AG | 1 | Jun 30, 26 | -53.15K | 0.00% |
| Ausdal Financial Partners, Inc. | -- | Jun 30, 26 | -9.62K | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -29.94K | -- |
| CWM, LLC | 4.90K | Mar 31, 26 | -- | 0.03% |
| COMERICA BANK | 35.17K | Dec 31, 25 | +3.67K | 0.22% |
| NAPA WEALTH MANAGEMENT | 28.42K | Sep 30, 25 | +368 | 0.18% |
| Congress Wealth Management LLC / DE / | 162.19K | Jun 30, 25 | +107.82K | 1.00% |
| Cetera Advisors LLC | 41.99K | Mar 31, 24 | +32.99K | 0.26% |
| Cetera Advisor Networks LLC | 22.47K | Mar 31, 24 | -9.63K | 0.14% |
| Coulter & Justus Financial Services, LLC | -- | Mar 31, 24 | -19.57K | -- |
| BEDEL FINANCIAL CONSULTING INC | 251.50K | Sep 30, 23 | +251.50K | 1.55% |
| Golden Green, Inc. | 25.33K | Sep 30, 23 | +2.56K | 0.16% |
| Kistler-Tiffany Companies, LLC | 55.41K | Jun 30, 23 | +22.15K | 0.34% |
| Ford Financial Group, LLC | -- | Mar 31, 23 | -15.01K | -- |
| BOENNING & SCATTERGOOD, INC. | -- | Dec 31, 22 | -9.46K | -- |
| ROOSEVELT INVESTMENT GROUP LLC | 32.74K | Sep 30, 22 | +1.08K | 0.20% |
| Ameritas Investment Company, LLC | -- | Sep 30, 21 | -9.99K | -- |
