| Endowment Wealth Management, Inc. | 237.38K | Sep 30, 26 | +5.10K | 5.08% |
| LPL Financial LLC | 103.23K | Sep 30, 26 | -26.38K | 2.21% |
| FIRST INTERSTATE BANK | 99.96K | Sep 30, 26 | -4.14K | 2.14% |
| Crestwood Advisors Group, LLC | 70.00K | Sep 30, 26 | -- | 1.50% |
| Nuveen, LLC | 39.26K | Sep 30, 26 | +18.20K | 0.84% |
| Global Retirement Partners, LLC | 28.46K | Sep 30, 26 | +1.04K | 0.61% |
| UBS Group AG | 26.84K | Sep 30, 26 | -498 | 0.57% |
| Darwin Wealth Management, LLC | 22.62K | Sep 30, 26 | +2.28K | 0.48% |
| CIBC WORLD MARKET INC. | 15.00K | Sep 30, 26 | +10.68K | 0.32% |
| LFA - Lugano Financial Advisors SA | 14.82K | Sep 30, 26 | -486 | 0.32% |
| ASHTON THOMAS SECURITIES, LLC | 10.74K | Sep 30, 26 | +5 | 0.23% |
| Cambridge Investment Research Advisors, Inc. | 7.81K | Sep 30, 26 | -892 | 0.17% |
| Sidoxia Capital Management, LLC | 7.24K | Sep 30, 26 | +316 | 0.15% |
| Larson Financial Group LLC | 6.70K | Sep 30, 26 | +1.37K | 0.14% |
| BRIGHTON JONES LLC | 6.00K | Sep 30, 26 | -- | 0.13% |
| Joseph P. Lucia & Associates, LLC | 5.77K | Sep 30, 26 | -- | 0.12% |
| Private Advisor Group, LLC | 5.35K | Sep 30, 26 | +110 | 0.11% |
| HighPoint Advisor Group LLC | 4.45K | Sep 30, 26 | -507 | 0.10% |
| Ashton Thomas Private Wealth, LLC | 3.42K | Sep 30, 26 | -280 | 0.07% |
| ROTHSCHILD INVESTMENT LLC | 800 | Sep 30, 26 | -- | 0.02% |
| ADKINS SEALE CAPITAL MANAGEMENT LLC | 593 | Sep 30, 26 | -- | 0.01% |
| COMPASS FINANCIAL MANAGEMENT LLC | 268 | Sep 30, 26 | -44 | 0.01% |
| Jacobi Capital Management LLC | 257 | Sep 30, 26 | +257 | 0.01% |
| BANK OF MONTREAL /CAN/ | 155 | Sep 30, 26 | -- | 0.00% |
| Heritage Family Offices, LLP | 121 | Sep 30, 26 | +121 | 0.00% |
| US BANCORP \DE\ | 115 | Sep 30, 26 | +115 | 0.00% |
| Rossby Financial, LCC | 100 | Sep 30, 26 | +100 | 0.00% |
| Costello Asset Management, INC | 100 | Sep 30, 26 | -- | 0.00% |
| Geneos Wealth Management Inc. | 57 | Sep 30, 26 | -- | 0.00% |
| Parallel Advisors, LLC | 45 | Sep 30, 26 | -- | 0.00% |
| Winch Advisory Services, LLC | 40 | Sep 30, 26 | -- | 0.00% |
| HARBOUR INVESTMENTS, INC. | 28 | Sep 30, 26 | -- | 0.00% |
| Elevated Capital Advisors, LLC | 25 | Sep 30, 26 | -- | 0.00% |
| FMR LLC | 20 | Sep 30, 26 | -64 | 0.00% |
| Smartleaf Asset Management LLC | 20 | Sep 30, 26 | +20 | 0.00% |
| Private Wealth Asset Management, LLC | -- | Sep 30, 26 | -800 | -- |
| Compound Planning, Inc. | -- | Sep 30, 26 | -6.95K | -- |
| NOTTINGHAM ADVISORS, INC. | -- | Sep 30, 26 | -3.53K | -- |
| Three Bearings Fiduciary Advisors, Inc. | -- | Sep 30, 26 | -1.55K | -- |
| Concord Wealth Partners | -- | Sep 30, 26 | -100 | -- |
| EverSource Wealth Advisors, LLC | -- | Sep 30, 26 | -51 | -- |
| Cornerstone Planning Group LLC | -- | Sep 30, 26 | -406 | -- |
| Provident Wealth Management, LLC | -- | Sep 30, 26 | -2.75K | -- |
| Institute for Wealth Management, LLC. | -- | Sep 30, 26 | -317 | -- |
| FIFTH THIRD BANCORP | -- | Sep 30, 26 | -410 | -- |
| FOUNDERS FINANCIAL SECURITIES LLC | -- | Sep 30, 26 | -3.76K | -- |
| Founders Financial Alliance, LLC | -- | Sep 30, 26 | -176 | -- |
| MORGAN STANLEY | 349.51K | Jun 30, 26 | +110.90K | 7.48% |
| BANK OF AMERICA CORP /DE/ | 305.54K | Jun 30, 26 | +886 | 6.54% |
| WELLS FARGO & COMPANY/MN | 152.51K | Jun 30, 26 | +11.90K | 3.26% |
| JANE STREET GROUP, LLC | 57.85K | Jun 30, 26 | +24.65K | 1.24% |
| ENVESTNET ASSET MANAGEMENT INC | 54.22K | Jun 30, 26 | -67.23K | 1.16% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 53.02K | Jun 30, 26 | +40.33K | 1.13% |
| CITADEL ADVISORS LLC | 49.19K | Jun 30, 26 | +49.19K | 1.05% |
| RAYMOND JAMES FINANCIAL INC | 36.54K | Jun 30, 26 | -314.12K | 0.78% |
| FLOW TRADERS U.S. LLC | 31.83K | Jun 30, 26 | +31.83K | 0.68% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 29.13K | Jun 30, 26 | +19.57K | 0.62% |
| UBS Group AG | 27.34K | Jun 30, 26 | +508 | 0.58% |
| OSAIC HOLDINGS, INC. | 22.30K | Jun 30, 26 | +8.51K | 0.48% |
| Arax Advisory Partners | 17.47K | Jun 30, 26 | +11.41K | 0.37% |
| O'ROURKE & COMPANY, Inc | 16.47K | Jun 30, 26 | +1.67K | 0.35% |
| ROYAL BANK OF CANADA | 16.36K | Jun 30, 26 | +5.02K | 0.35% |
| NATIONAL BANK OF CANADA /FI/ | 14.65K | Jun 30, 26 | +1.73K | 0.31% |
| MML INVESTORS SERVICES, LLC | 13.37K | Jun 30, 26 | -15.26K | 0.29% |
| Hyundai Investments Co., Ltd. | 10.11K | Jun 30, 26 | -7.52K | 0.22% |
| Betterment LLC | 9.67K | Jun 30, 26 | +897 | 0.21% |
| CreativeOne Wealth, LLC | 7.56K | Jun 30, 26 | +159 | 0.16% |
| Advyzon Investment Management, LLC | 6.16K | Jun 30, 26 | +677 | 0.13% |
| GOLDMAN SACHS GROUP INC | 5.68K | Jun 30, 26 | +5.68K | 0.12% |
| Fort Point Capital Partners LLC | 5.34K | Jun 30, 26 | -- | 0.11% |
| HRT FINANCIAL LP | 4.89K | Jun 30, 26 | -23.82K | 0.10% |
| MAI Capital Management | 4.87K | Jun 30, 26 | +1.20K | 0.10% |
| Equitable Holdings, Inc. | 4.69K | Jun 30, 26 | -2.01K | 0.10% |
| TWO SIGMA SECURITIES, LLC | 4.61K | Jun 30, 26 | +4.61K | 0.10% |
| &PARTNERS | 4.48K | Jun 30, 26 | +66 | 0.10% |
| Integrated Wealth Concepts LLC | 4.13K | Jun 30, 26 | -297 | 0.09% |
| Cetera Investment Advisers | 3.63K | Jun 30, 26 | -10.08K | 0.08% |
| Comprehensive Money Management Services LLC | 3.59K | Jun 30, 26 | -72 | 0.08% |
| Federation des caisses Desjardins du Quebec | 2.33K | Jun 30, 26 | -- | 0.05% |
| Three Bearings Fiduciary Advisors, Inc. | 1.55K | Jun 30, 26 | -- | 0.03% |
| Private Wealth Asset Management, LLC | 800 | Jun 30, 26 | -- | 0.02% |
| Steward Partners Investment Advisory, LLC | 770 | Jun 30, 26 | -- | 0.02% |
| NewEdge Advisors, LLC | 748 | Jun 30, 26 | +193 | 0.02% |
| BFC Planning, Inc. | 220 | Jun 30, 26 | -- | 0.00% |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | 220 | Jun 30, 26 | -- | 0.00% |
| Founders Financial Alliance, LLC | 176 | Jun 30, 26 | +4 | 0.00% |
| Allied Private Wealth LLC | 100 | Jun 30, 26 | +100 | 0.00% |
| Caitlin John, LLC | 90 | Jun 30, 26 | -- | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 77 | Jun 30, 26 | -18 | 0.00% |
| JPMORGAN CHASE & CO | 57 | Jun 30, 26 | -1 | 0.00% |
| Rockefeller Capital Management L.P. | 26 | Jun 30, 26 | -- | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 24 | Jun 30, 26 | +24 | 0.00% |
| GTS SECURITIES LLC | -- | Jun 30, 26 | -10.83K | -- |
| Clark Capital Management Group, Inc. | -- | Jun 30, 26 | -67.22K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -2.50K | -- |
| WealthShield Partners, LLC | -- | Jun 30, 26 | -27 | -- |
| Aptus Capital Advisors, LLC | -- | Jun 30, 26 | -37 | -- |
| JONES FINANCIAL COMPANIES LLLP | -- | Jun 30, 26 | -526 | -- |
| PRINCIPAL SECURITIES, INC. | -- | Jun 30, 26 | -5.80K | -- |
| Brooklyn Investment Group | 13.91K | Mar 31, 26 | +5.13K | 0.30% |
| COMERICA BANK | 275 | Dec 31, 25 | -- | 0.01% |
| Touchstone Capital, Inc. | 234.68K | Sep 30, 25 | +234.68K | 5.02% |
| Schechter Investment Advisors, LLC | 13.50K | Mar 31, 25 | +1.09K | 0.29% |
| SignalPoint Asset Management, LLC | 10.48K | Dec 31, 24 | -448 | 0.22% |
| CEDRUS LLC | 11.27K | Sep 30, 24 | +11.27K | 0.24% |
| RAYMOND JAMES & ASSOCIATES | 9.12K | Sep 30, 24 | +84 | 0.20% |
| Raymond James Financial Services Advisors, Inc. | 5.54K | Sep 30, 24 | -10.02K | 0.12% |
| Cetera Advisors LLC | 52.24K | Mar 31, 24 | +47.82K | 1.12% |
| Cetera Advisor Networks LLC | 38.78K | Mar 31, 24 | -378 | 0.83% |
| SUMMIT FINANCIAL GROUP, INC. | 4.51K | Mar 31, 24 | -- | 0.10% |
| Retirement Group, LLC | 115 | Mar 31, 24 | -130 | 0.00% |
| Cutler Group LLC / CA | -- | Mar 31, 24 | -1.00K | -- |
| Simplicity Solutions, LLC | 29.89K | Dec 31, 23 | -16.65K | 0.64% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | -- | Sep 30, 23 | -12.50K | -- |
| FOSTER DYKEMA CABOT & CO INC/MA | -- | Sep 30, 23 | -6.72K | -- |
| LEO BROKERAGE, LLC | 11.59K | Jun 30, 23 | -- | 0.25% |
| Lumature Wealth Partners, LLC | -- | Jun 30, 23 | -104 | -- |
| Sargent Bickham Lagudis LLC | 254 | Dec 31, 22 | -- | 0.01% |
| MILESTONE WEALTH, LLC | 382 | Sep 30, 22 | -5 | 0.01% |
| BREWIN DOLPHIN LTD | 1.13K | Jun 30, 22 | -- | 0.02% |
| Carroll Financial Associates, Inc. | 498 | Dec 31, 21 | -- | 0.01% |
| Ameritas Investment Company, LLC | 160.53K | Sep 30, 21 | +18.61K | 3.44% |
| Cardan Capital Partners, LLC | 119.51K | Sep 30, 21 | -8.38K | 2.56% |
| QS Investors, LLC | -- | Jun 30, 21 | -880 | -- |
| Reby Advisors, LLC | 285 | Dec 31, 20 | +285 | 0.01% |
| Global Financial Private Capital, Inc | 213 | Jun 30, 20 | -- | 0.00% |
| Advisor Group, Inc. | 51.89K | Dec 31, 19 | +5.15K | 1.11% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 30.57K | Dec 31, 19 | -402 | 0.65% |
| BB&T SECURITIES, LLC | 75.77K | Sep 30, 19 | -105 | 1.62% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 3.93K | Sep 30, 19 | +511 | 0.08% |
| American Financial Network Advisory Services LLC | -- | Sep 30, 19 | -29.69K | -- |
| AVIANCE CAPITAL MANAGEMENT, LLC | 84.62K | Mar 31, 19 | -242 | 1.81% |
| Ceros Financial Services Inc. | 21.08K | Mar 31, 19 | +21.08K | 0.45% |
| HL FINANCIAL SERVICES LLC | 17.25K | Mar 31, 19 | -14.57K | 0.37% |
