| Sunbelt Securities, Inc. | -- | Mar 31, 26 | -77 | -- |
| COMERICA BANK | 16.95K | Dec 31, 25 | +2.12K | 0.08% |
| SYNOVUS FINANCIAL CORP | 23.81K | Sep 30, 25 | -- | 0.12% |
| First International Bank & Trust | 15.76K | Sep 30, 25 | -- | 0.08% |
| FIRST NATIONAL CORP /MA/ /ADV | 14.95K | Sep 30, 25 | -- | 0.07% |
| RAYMOND JAMES & ASSOCIATES | 26.27K | Sep 30, 24 | +7.81K | 0.13% |
| Raymond James Financial Services Advisors, Inc. | 24.68K | Sep 30, 24 | +11.74K | 0.12% |
| Vantage Financial Partners Ltd., Inc. | 296.27K | Jun 30, 24 | +16.68K | 1.46% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 85.66K | Jun 30, 24 | -2.85K | 0.42% |
| Cetera Advisor Networks LLC | 38.25K | Mar 31, 24 | +28.02K | 0.19% |
| PROVENCE WEALTH MANAGEMENT GROUP | 349 | Dec 31, 23 | -- | 0.00% |
| FREEDOM WEALTH ALLIANCE, LLC | 25.23K | Sep 30, 23 | -53 | 0.12% |
| Sutton Wealth Advisors Inc. | 14 | Sep 30, 23 | -- | 0.00% |
| PFS INVESTMENTS INC. | 1.54M | Jun 30, 23 | +16.46K | 7.58% |
| VALLEY FINANCIAL MANAGEMENT, INC. | 59.47K | Jun 30, 23 | -3.72K | 0.29% |
| BerganKDV Wealth Management, LLC | 16 | Jun 30, 23 | -377 | 0.00% |
| Claraphi Advisory Network, LLC | -- | Dec 31, 22 | -28.04K | -- |
| Portfolio Solutions, LLC | 62.54K | Sep 30, 22 | -24.75K | 0.31% |
| American Portfolios Advisors | 17.20K | Sep 30, 22 | +17.20K | 0.08% |
| Asset Planning Services, Ltd. | 91.76K | Dec 31, 21 | -12.14K | 0.45% |
| REILLY FINANCIAL ADVISORS, LLC | 700 | Dec 31, 21 | -- | 0.00% |
| Ameritas Investment Company, LLC | 41.44K | Sep 30, 21 | +5.39K | 0.20% |
| Homrich & Berg | 20.89K | Sep 30, 21 | +1.76K | 0.10% |
| Harborview Advisors, LLC | -- | Sep 30, 21 | -28.06K | -- |
| OLD MISSION CAPITAL, LLC | 86.09K | Dec 31, 20 | +86.09K | 0.42% |
| 361 CAPITAL LLC | 23.58K | Jun 30, 20 | +263 | 0.12% |
| TRUEWEALTH LLC | 749 | Jun 30, 20 | -- | 0.00% |
| Advisor Group, Inc. | 39.23K | Dec 31, 19 | -183 | 0.19% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 21.96K | Dec 31, 19 | +3.34K | 0.11% |
| SUNTRUST BANKS INC | 1.17M | Sep 30, 19 | -5.09K | 5.76% |
| BB&T SECURITIES, LLC | 40.75K | Sep 30, 19 | +854 | 0.20% |
| MRA Associates USA LLC | 12.71K | Sep 30, 19 | -788 | 0.06% |
| Ceros Financial Services Inc. | 72.41K | Mar 31, 19 | +72.41K | 0.36% |
| Live Your Vision, LLC | 37.40K | Mar 31, 19 | +2.10K | 0.18% |
| NEXT Financial Holdings | 515 | Mar 31, 19 | +515 | 0.00% |
| WealthTrust Fairport, LLC | 351 | Mar 31, 19 | -- | 0.00% |
| Ken Stern & Associates, Inc. | 37.52K | Sep 30, 18 | +37.52K | 0.18% |
| Delta Dental Plan of Michigan, Inc. | 475.49K | Jun 30, 18 | +475.49K | 2.34% |
| Edge Advisors, LLC | 378 | Jun 30, 18 | +378 | 0.00% |
