| LPL Financial LLC | 188.76K | Sep 30, 26 | +487 | 3.11% |
| RAYMOND JAMES FINANCIAL INC | 80.08K | Sep 30, 26 | -395 | 1.32% |
| VAQUERO PRIVATE WEALTH, LTD | 65.79K | Sep 30, 26 | -849 | 1.08% |
| JPMORGAN CHASE & CO | 35.13K | Sep 30, 26 | +4.60K | 0.58% |
| Creative Planning | 30.00K | Sep 30, 26 | -- | 0.49% |
| Anson Capital, Inc. | 22.07K | Sep 30, 26 | +1.94K | 0.36% |
| Cambridge Investment Research Advisors, Inc. | 18.75K | Sep 30, 26 | -826 | 0.31% |
| SCS Capital Management LLC | 16.07K | Sep 30, 26 | -- | 0.26% |
| COMMONWEALTH EQUITY SERVICES, LLC | 16.05K | Sep 30, 26 | +191 | 0.26% |
| REDW Wealth LLC | 15.86K | Sep 30, 26 | -170 | 0.26% |
| J.W. COLE ADVISORS, INC. | 12.71K | Sep 30, 26 | +67 | 0.21% |
| BANK OF MONTREAL /CAN/ | 12.41K | Sep 30, 26 | -37 | 0.20% |
| Kestra Advisory Services, LLC | 12.08K | Sep 30, 26 | -1.37K | 0.20% |
| CITIGROUP INC | 11.90K | Sep 30, 26 | -669 | 0.20% |
| BEAM WEALTH ADVISORS, INC. | 11.61K | Sep 30, 26 | +143 | 0.19% |
| Texas Capital Bank Wealth Management Services Inc | 10.28K | Sep 30, 26 | -21.14K | 0.17% |
| Ameritas Advisory Services, LLC | 10.22K | Sep 30, 26 | -39 | 0.17% |
| STIFEL FINANCIAL CORP | 8.37K | Sep 30, 26 | -24 | 0.14% |
| UBS Group AG | 8.02K | Sep 30, 26 | +388 | 0.13% |
| SIMON QUICK ADVISORS, LLC | 7.37K | Sep 30, 26 | -- | 0.12% |
| MONECO ADVISORS, LLC | 7.00K | Sep 30, 26 | -- | 0.12% |
| FMR LLC | 6.30K | Sep 30, 26 | -1.15K | 0.10% |
| BLAIR WILLIAM & CO/IL | 5.83K | Sep 30, 26 | -12.39K | 0.10% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 5.27K | Sep 30, 26 | +1 | 0.09% |
| OSAIC HOLDINGS, INC. | 4.25K | Sep 30, 26 | -86 | 0.07% |
| Rossmore Private Capital | 4.00K | Sep 30, 26 | -- | 0.07% |
| HARBOUR INVESTMENTS, INC. | 3.57K | Sep 30, 26 | -195 | 0.06% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 3.41K | Sep 30, 26 | -- | 0.06% |
| CENTAURUS FINANCIAL, INC. | 3.17K | Sep 30, 26 | -56 | 0.05% |
| Global Retirement Partners, LLC | 2.80K | Sep 30, 26 | -179 | 0.05% |
| WEST BANCORPORATION INC | 2.66K | Sep 30, 26 | -- | 0.04% |
| Prospera Financial Services Inc | 2.64K | Sep 30, 26 | -1.37K | 0.04% |
| Private Advisor Group, LLC | 2.61K | Sep 30, 26 | +2.61K | 0.04% |
| Focus Partners Wealth | 2.42K | Sep 30, 26 | +2.42K | 0.04% |
| US BANCORP \DE\ | 1.70K | Sep 30, 26 | -- | 0.03% |
| PNC FINANCIAL SERVICES GROUP, INC. | 1.05K | Sep 30, 26 | -- | 0.02% |
| BOKF, NA | 917 | Sep 30, 26 | -- | 0.02% |
| AE Wealth Management LLC | 826 | Sep 30, 26 | -- | 0.01% |
| CALDWELL SUTTER CAPITAL, INC. | 605 | Sep 30, 26 | -- | 0.01% |
| Security National Bank | 450 | Sep 30, 26 | +450 | 0.01% |
| Atlantic Union Bankshares Corp | 240 | Sep 30, 26 | +240 | 0.00% |
| Laurel Wealth Advisors LLC | 140 | Sep 30, 26 | +140 | 0.00% |
| Arax Advisory Partners | 116 | Sep 30, 26 | -- | 0.00% |
| Walsh & Associates, LLC | 100 | Sep 30, 26 | -150 | 0.00% |
| Allworth Financial LP | 15 | Sep 30, 26 | -- | 0.00% |
| DHJJ Financial Advisors, Ltd. | 4 | Sep 30, 26 | -- | 0.00% |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 1 | Sep 30, 26 | +1 | 0.00% |
| SUMMIT WEALTH GROUP LLC / CO | -- | Sep 30, 26 | -4.08K | -- |
| Janney Montgomery Scott LLC | -- | Sep 30, 26 | -2.35K | -- |
| Clear Point Advisors Inc. | -- | Sep 30, 26 | -14.88K | -- |
| CREATIVE FINANCIAL DESIGNS INC /ADV | -- | Sep 30, 26 | -400 | -- |
| FINANCIAL CONSULATE, INC | -- | Sep 30, 26 | -34 | -- |
| NAPLES GLOBAL ADVISORS, LLC | -- | Sep 30, 26 | -5.90K | -- |
| WEDBUSH SECURITIES INC | -- | Sep 30, 26 | -2.39K | -- |
| GREENLEAF TRUST | -- | Sep 30, 26 | -15.28K | -- |
| NORTHERN TRUST CORP | 3.43M | Jun 30, 26 | +17.89K | 56.52% |
| MORGAN STANLEY | 101.60K | Jun 30, 26 | +32.65K | 1.67% |
| BANK OF AMERICA CORP /DE/ | 89.02K | Jun 30, 26 | -2.38K | 1.47% |
| RAYMOND JAMES FINANCIAL INC | 80.47K | Jun 30, 26 | -10.48K | 1.32% |
| MML INVESTORS SERVICES, LLC | 40.95K | Jun 30, 26 | +21.69K | 0.67% |
| JPMORGAN CHASE & CO | 30.54K | Jun 30, 26 | +13.72K | 0.50% |
| AMERIPRISE FINANCIAL INC | 25.21K | Jun 30, 26 | +1.66K | 0.41% |
| L & S Advisors Inc | 24.20K | Jun 30, 26 | -318 | 0.40% |
| ROYAL BANK OF CANADA | 23.49K | Jun 30, 26 | -174 | 0.39% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 21.34K | Jun 30, 26 | -3.86K | 0.35% |
| Cetera Investment Advisers | 19.24K | Jun 30, 26 | +119 | 0.32% |
| RIK SAYLOR FINANCIAL, INC. | 19.03K | Jun 30, 26 | -173 | 0.31% |
| SCS Capital Management LLC | 16.07K | Jun 30, 26 | -- | 0.26% |
| CAMBIENT FAMILY OFFICE, LLC | 14.49K | Jun 30, 26 | +2.88K | 0.24% |
| GOLDMAN SACHS GROUP INC | 13.42K | Jun 30, 26 | -74 | 0.22% |
| JONES FINANCIAL COMPANIES LLLP | 11.43K | Jun 30, 26 | +2.37K | 0.19% |
| PACIFIC SUN FINANCIAL CORP | 11.41K | Jun 30, 26 | -1.22K | 0.19% |
| Ameritas Advisory Services, LLC | 10.26K | Jun 30, 26 | +4.34K | 0.17% |
| Cedar Wealth Management, LLC | 9.58K | Jun 30, 26 | -- | 0.16% |
| NewEdge Advisors, LLC | 8.77K | Jun 30, 26 | -- | 0.14% |
| STIFEL FINANCIAL CORP | 8.40K | Jun 30, 26 | +62 | 0.14% |
| UBS Group AG | 7.63K | Jun 30, 26 | -373 | 0.13% |
| ENVESTNET ASSET MANAGEMENT INC | 7.53K | Jun 30, 26 | +207 | 0.12% |
| Quantinno Capital Management LP | 7.33K | Jun 30, 26 | -376 | 0.12% |
| Equitable Holdings, Inc. | 7.29K | Jun 30, 26 | -1.46K | 0.12% |
| Stratos Wealth Partners, LTD. | 7.01K | Jun 30, 26 | -4 | 0.12% |
| Integrated Wealth Concepts LLC | 5.92K | Jun 30, 26 | +5.92K | 0.10% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5.16K | Jun 30, 26 | -762 | 0.09% |
| Cresset Asset Management, LLC | 5.00K | Jun 30, 26 | -- | 0.08% |
| OSAIC HOLDINGS, INC. | 4.33K | Jun 30, 26 | -1.42K | 0.07% |
| White Knight Strategic Wealth Advisors, LLC | 4.24K | Jun 30, 26 | -- | 0.07% |
| World Investment Advisors | 3.89K | Jun 30, 26 | -- | 0.06% |
| NorthRock Partners, LLC | 3.66K | Jun 30, 26 | -- | 0.06% |
| ROBERTS GLORE & CO INC /IL/ | 3.50K | Jun 30, 26 | -- | 0.06% |
| Wealthspire Advisors, LLC | 2.36K | Jun 30, 26 | +2.36K | 0.04% |
| Tower Research Capital LLC (TRC) | 2.29K | Jun 30, 26 | +233 | 0.04% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2.04K | Jun 30, 26 | -- | 0.03% |
| BFC Planning, Inc. | 944 | Jun 30, 26 | +2 | 0.02% |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | 901 | Jun 30, 26 | +2 | 0.01% |
| AE Wealth Management LLC | 826 | Jun 30, 26 | -- | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 680 | Jun 30, 26 | +680 | 0.01% |
| Steward Partners Investment Advisory, LLC | 527 | Jun 30, 26 | -- | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 518 | Jun 30, 26 | -81.56K | 0.01% |
| WELLS FARGO & COMPANY/MN | 300 | Jun 30, 26 | +299 | 0.00% |
| BlackRock, Inc. | 251 | Jun 30, 26 | +251 | 0.00% |
| Arax Advisory Partners | 116 | Jun 30, 26 | +116 | 0.00% |
| VANGUARD ADVISERS INC | 1 | Jun 30, 26 | -- | 0.00% |
| Red Tortoise LLC | 3.78K | Mar 31, 26 | +10 | 0.06% |
| Stark Wealth Management LLC | 2.97K | Dec 31, 25 | -- | 0.05% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -2.09K | -- |
| Edge Capital Group, LLC | 13.64K | Dec 31, 24 | -- | 0.22% |
| Zions Bancorporation, N.A. | 3.41K | Dec 31, 24 | -- | 0.06% |
| Householder Group Estate & Retirement Specialist, LLC | -- | Dec 31, 24 | -186 | -- |
| RAYMOND JAMES & ASSOCIATES | 47.90K | Sep 30, 24 | +5.37K | 0.79% |
| Cetera Advisor Networks LLC | 21.98K | Mar 31, 24 | -595 | 0.36% |
| Benedetti & Gucer, Inc. | 17.56K | Mar 31, 24 | -3.30K | 0.29% |
| Cetera Advisors LLC | 9.24K | Mar 31, 24 | +9.24K | 0.15% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 10.62K | Sep 30, 23 | -172 | 0.17% |
| American Portfolios Advisors | 3.17K | Sep 30, 22 | -38 | 0.05% |
| RGT Wealth Advisors, LLC | 2.86K | Sep 30, 22 | +2.86K | 0.05% |
| Strategic Asset Management, LLC | 119 | Sep 30, 22 | +1 | 0.00% |
| Heritage Way Advisors, LLC | 39.00K | Dec 31, 21 | -- | 0.64% |
| NEXT Financial Group, Inc | 5.68K | Dec 31, 21 | -67 | 0.09% |
| Ameritas Investment Company, LLC | 181.48K | Sep 30, 21 | +61.33K | 2.99% |
| Winslow, Evans & Crocker, Inc. | 300 | Dec 31, 20 | -200 | 0.00% |
| 3D ASSET MANAGEMENT, INC | 740.61K | Sep 30, 20 | -30.97K | 12.19% |
| First Allied Advisory Services, Inc. | 7.23K | Sep 30, 20 | -591 | 0.12% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 33.63K | Dec 31, 19 | -2.48K | 0.55% |
| Advisor Group, Inc. | 28.93K | Dec 31, 19 | +4.47K | 0.48% |
| Edge Advisors, LLC | 15.73K | Jun 30, 18 | -- | 0.26% |
| Oak Point Wealth Management | 650 | Mar 31, 18 | -- | 0.01% |
| VSR Financial Services, Inc. | 18.72K | Jun 30, 16 | +5.39K | 0.31% |
| Pinnacle Summer Investments, Inc. | 249 | Dec 31, 15 | +249 | 0.00% |
| UBS AG | -- | Sep 30, 14 | -1.07K | -- |
| KNIGHT CAPITAL GROUP LLC | 9.41K | Jun 30, 13 | -9.62K | 0.15% |
