| OSAIC HOLDINGS, INC. | 66.57K | Sep 30, 26 | +11.85K | 4.59% |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 54.55K | Sep 30, 26 | +4.34K | 3.76% |
| FLAGSHIP HARBOR ADVISORS, LLC | 40.75K | Sep 30, 26 | +1.27K | 2.81% |
| Janney Montgomery Scott LLC | 39.96K | Sep 30, 26 | -1 | 2.76% |
| LPL Financial LLC | 33.35K | Sep 30, 26 | +664 | 2.30% |
| Private Advisor Group, LLC | 14.30K | Sep 30, 26 | +4.43K | 0.99% |
| SimpliFi, Inc. | 12.38K | Sep 30, 26 | +66 | 0.85% |
| RAYMOND JAMES FINANCIAL INC | 11.56K | Sep 30, 26 | -219 | 0.80% |
| Smith Partners Wealth Management, LLC | 10.78K | Sep 30, 26 | +10.78K | 0.74% |
| Signature Equity Partners, LLC | 4.17K | Sep 30, 26 | +4.17K | 0.29% |
| Hurley Capital, LLC | 1.10K | Sep 30, 26 | +5 | 0.08% |
| US BANCORP \DE\ | 1.07K | Sep 30, 26 | -- | 0.07% |
| UBS Group AG | 133 | Sep 30, 26 | -63 | 0.01% |
| Mechanics Financial Corp | -- | Sep 30, 26 | -1.70K | -- |
| SYKON CAPITAL LLC | 164.82K | Jun 30, 26 | +164.82K | 11.37% |
| BANK OF AMERICA CORP /DE/ | 110.76K | Jun 30, 26 | -42 | 7.64% |
| OSAIC HOLDINGS, INC. | 54.72K | Jun 30, 26 | +25.73K | 3.77% |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 50.21K | Jun 30, 26 | +4.39K | 3.46% |
| Cetera Investment Advisers | 28.22K | Jun 30, 26 | -- | 1.95% |
| ENVESTNET ASSET MANAGEMENT INC | 17.84K | Jun 30, 26 | -8.87K | 1.23% |
| Arkadios Wealth Advisors | 13.91K | Jun 30, 26 | -3.21K | 0.96% |
| RAYMOND JAMES FINANCIAL INC | 11.78K | Jun 30, 26 | +269 | 0.81% |
| MORGAN STANLEY | 11.73K | Jun 30, 26 | -1.45K | 0.81% |
| WELLS FARGO & COMPANY/MN | 3.51K | Jun 30, 26 | +3.51K | 0.24% |
| Integrated Wealth Concepts LLC | 1.16K | Jun 30, 26 | +1.16K | 0.08% |
| FIDUCIARY FINANCIAL ADVISORS | 731 | Jun 30, 26 | +731 | 0.05% |
| Rockefeller Capital Management L.P. | 248 | Jun 30, 26 | -- | 0.02% |
| UBS Group AG | 196 | Jun 30, 26 | -20 | 0.01% |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -17.43K | -- |
| STIFEL FINANCIAL CORP | -- | Jun 30, 26 | -8.67K | -- |
| AE Wealth Management LLC | -- | Jun 30, 26 | -495 | -- |
| Janney Capital Management LLC | 40.14K | Dec 31, 25 | +62 | 2.77% |
| Financial Advocates Investment Management | -- | Sep 30, 25 | -9.26K | -- |
| RAYMOND JAMES & ASSOCIATES | -- | Sep 30, 24 | -27.61K | -- |
| Advisor Group, Inc. | 9.73K | Dec 31, 19 | -- | 0.67% |
