| RAYMOND JAMES FINANCIAL INC | 573.76K | Sep 30, 26 | +119.27K | 20.49% |
| LPL Financial LLC | 141.01K | Sep 30, 26 | +141.01K | 5.04% |
| OSAIC HOLDINGS, INC. | 88.06K | Sep 30, 26 | +11.95K | 3.15% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 55.06K | Sep 30, 26 | +3.67K | 1.97% |
| Mariner, LLC | 37.94K | Sep 30, 26 | -130 | 1.36% |
| Cetera Investment Advisers | 34.49K | Sep 30, 26 | +7.07K | 1.23% |
| TRUIST FINANCIAL CORP | 21.63K | Sep 30, 26 | +5.56K | 0.77% |
| OPPENHEIMER & CO INC | 21.54K | Sep 30, 26 | +3.54K | 0.77% |
| Kestra Advisory Services, LLC | 12.13K | Sep 30, 26 | -1.41K | 0.43% |
| Summit Financial, LLC | 9.74K | Sep 30, 26 | -438 | 0.35% |
| MML INVESTORS SERVICES, LLC | 5.19K | Sep 30, 26 | +953 | 0.19% |
| PNC FINANCIAL SERVICES GROUP, INC. | 1.63K | Sep 30, 26 | -503 | 0.06% |
| Colonial Trust Advisors | 448 | Sep 30, 26 | -- | 0.02% |
| MORGAN STANLEY | 150 | Sep 30, 26 | -1 | 0.01% |
| Strategic Wealth Partners, Ltd. | 100 | Sep 30, 26 | -- | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 69 | Sep 30, 26 | +69 | 0.00% |
| Clearstead Advisors, LLC | -- | Sep 30, 26 | -4.44K | -- |
| CoreCap Advisors, LLC | -- | Sep 30, 26 | -640 | -- |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | -- | Sep 30, 26 | -127 | -- |
| PRUDENTIAL FINANCIAL INC | 577.10K | Jun 30, 26 | -108.00K | 20.61% |
| RAYMOND JAMES FINANCIAL INC | 454.50K | Jun 30, 26 | +104.27K | 16.23% |
| OSAIC HOLDINGS, INC. | 76.11K | Jun 30, 26 | -694 | 2.72% |
| Inspire Advisors, LLC | 38.60K | Jun 30, 26 | +1.28K | 1.38% |
| Cetera Investment Advisers | 27.42K | Jun 30, 26 | +1.01K | 0.98% |
| GOLDMAN SACHS GROUP INC | 13.41K | Jun 30, 26 | +13.41K | 0.48% |
| ENVESTNET ASSET MANAGEMENT INC | 7.04K | Jun 30, 26 | +1.32K | 0.25% |
| MML INVESTORS SERVICES, LLC | 4.23K | Jun 30, 26 | -2.57K | 0.15% |
| ROYAL BANK OF CANADA | 1.20K | Jun 30, 26 | +378 | 0.04% |
| MORGAN STANLEY | 151 | Jun 30, 26 | -- | 0.01% |
| Strategic Wealth Partners, Ltd. | 100 | Jun 30, 26 | -- | 0.00% |
| STANCE CAPITAL LLC | -- | Jun 30, 26 | -882 | -- |
| ROVIN CAPITAL /UT/ /ADV | 71.27K | Dec 31, 25 | +1.25K | 2.55% |
