| OneDigital Investment Advisors LLC | 89.52K | Sep 30, 26 | -7.29K | 3.90% |
| Canvas Wealth Advisors, LLC | 48.41K | Sep 30, 26 | +3.62K | 2.11% |
| Providence Financial Advisors, LLC | 38.35K | Sep 30, 26 | -200.62K | 1.67% |
| PARTNERS WEALTH MANAGEMENT, LLC | 28.19K | Sep 30, 26 | +28.19K | 1.23% |
| MGO ONE SEVEN LLC | 24.87K | Sep 30, 26 | +2.35K | 1.08% |
| Bull Harbor Capital LLC | 18.54K | Sep 30, 26 | -2.05K | 0.81% |
| ENDEAVOR PRIVATE WEALTH, INC. | 17.46K | Sep 30, 26 | +976 | 0.76% |
| Clearstead Advisors, LLC | 7.11K | Sep 30, 26 | +7.11K | 0.31% |
| FMR LLC | 452 | Sep 30, 26 | +452 | 0.02% |
| Fairway Wealth LLC | -- | Sep 30, 26 | -2.60K | -- |
| Farther Finance Advisors, LLC | -- | Sep 30, 26 | -18.15K | -- |
| Orgel Wealth Management, LLC | -- | Sep 30, 26 | -48.66K | -- |
| Mariner, LLC | 3.75M | Jun 30, 26 | +1.45M | 163.36% |
| AE Wealth Management LLC | 264.73K | Jun 30, 26 | +21.84K | 11.54% |
| Arax Advisory Partners | 231.68K | Jun 30, 26 | +147.30K | 10.10% |
| FAS Wealth Partners, Inc. | 200.48K | Jun 30, 26 | +91.19K | 8.74% |
| OneDigital Investment Advisors LLC | 96.82K | Jun 30, 26 | -981 | 4.22% |
| JANE STREET GROUP, LLC | 32.79K | Jun 30, 26 | +12.08K | 1.43% |
| JPMORGAN CHASE & CO | 27.18K | Jun 30, 26 | +27.18K | 1.18% |
| Bull Harbor Capital LLC | 20.59K | Jun 30, 26 | -55 | 0.90% |
| WELLS FARGO & COMPANY/MN | 4.41K | Jun 30, 26 | -- | 0.19% |
| GOLDMAN SACHS GROUP INC | -- | Jun 30, 26 | -29.56K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -32.18K | -- |
| FULLCIRCLE WEALTH LLC | 19.45K | Sep 30, 25 | +19.45K | 0.85% |
