| Mariner, LLC | 3.04M | Sep 30, 26 | +1.36M | 47.03% |
| Advisory Resource Group | 1.12M | Sep 30, 26 | +150.41K | 17.31% |
| JANE STREET GROUP, LLC | 310.88K | Sep 30, 26 | +310.88K | 4.80% |
| Providence Financial Advisors, LLC | 130.23K | Sep 30, 26 | -390.93K | 2.01% |
| BlackDiamond Wealth Management, LLC | 121.81K | Sep 30, 26 | +24.24K | 1.88% |
| AE Wealth Management LLC | 77.33K | Sep 30, 26 | -11.16K | 1.19% |
| Savvy Advisors, Inc. | 71.38K | Sep 30, 26 | -1.71K | 1.10% |
| Crusonia Wealth Advisors LLC | 54.20K | Sep 30, 26 | +36.86K | 0.84% |
| OneDigital Investment Advisors LLC | 35.37K | Sep 30, 26 | +1.30K | 0.55% |
| JPMORGAN CHASE & CO | 20.08K | Sep 30, 26 | +6.98K | 0.31% |
| ENDEAVOR PRIVATE WEALTH, INC. | 17.31K | Sep 30, 26 | +948 | 0.27% |
| Clearstead Advisors, LLC | 7.10K | Sep 30, 26 | +7.10K | 0.11% |
| MGO ONE SEVEN LLC | -- | Sep 30, 26 | -9.89K | -- |
| Farther Finance Advisors, LLC | -- | Sep 30, 26 | -859 | -- |
| Dynamic Advisor Solutions LLC | -- | Sep 30, 26 | -9.78K | -- |
| Fairway Wealth LLC | -- | Sep 30, 26 | -2.60K | -- |
| BlackDiamond Wealth Management, LLC | 97.57K | Jun 30, 26 | +10.34K | 1.51% |
| AE Wealth Management LLC | 88.49K | Jun 30, 26 | +60.07K | 1.37% |
| Savvy Advisors, Inc. | 73.09K | Jun 30, 26 | +7.38K | 1.13% |
| GOLDMAN SACHS GROUP INC | 30.46K | Jun 30, 26 | -406 | 0.47% |
| Navis Wealth Advisors, LLC | 20.01K | Jun 30, 26 | +7.40K | 0.31% |
| JPMORGAN CHASE & CO | 13.10K | Jun 30, 26 | +11.14K | 0.20% |
| FAS Wealth Partners, Inc. | 2.56K | Jun 30, 26 | +30 | 0.04% |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -18.18K | -- |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | -- | Jun 30, 26 | -30.39K | -- |
| REDMONT WEALTH ADVISORS LLC | 26.06K | Dec 31, 25 | -3.10K | 0.40% |
