| Atlas Wealth LLC | 433.44K | Jun 30, 26 | +433.44K | 6.65% |
| MORGAN STANLEY | 431.61K | Jun 30, 26 | +1.41K | 6.62% |
| Matisse Capital | 291.00K | Jun 30, 26 | -- | 4.46% |
| ADVISOR GROUP HOLDINGS, INC. | 193.11K | Jun 30, 26 | +188.71K | 2.96% |
| 1607 Capital Partners, LLC | 183.42K | Jun 30, 26 | +5.00K | 2.81% |
| Shaker Financial Services, LLC | 182.51K | Jun 30, 26 | -13.52K | 2.80% |
| PRIVATE MANAGEMENT GROUP INC | 163.13K | Jun 30, 26 | -4.88K | 2.50% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 119.45K | Jun 30, 26 | +13.07K | 1.83% |
| LPL Financial LLC | 101.66K | Jun 30, 26 | +12.53K | 1.56% |
| Integrated Wealth Concepts LLC | 86.92K | Jun 30, 26 | +194 | 1.33% |
| Atomi Financial Group, Inc. | 49.01K | Jun 30, 26 | -807 | 0.75% |
| Beckerman Institutional, LLC | 43.00K | Jun 30, 26 | +20.15K | 0.66% |
| CAPTRUST FINANCIAL ADVISORS | 41.44K | Jun 30, 26 | +2.00K | 0.64% |
| WOLVERINE ASSET MANAGEMENT LLC | 38.52K | Jun 30, 26 | +31.15K | 0.59% |
| ROTHSCHILD INVESTMENT LLC | 37.11K | Jun 30, 26 | -- | 0.57% |
| Toroso Investments, LLC | 30.54K | Jun 30, 26 | +1.54K | 0.47% |
| StoneX Group Inc. | 26.17K | Jun 30, 26 | +26.17K | 0.40% |
| RAYMOND JAMES FINANCIAL INC | 24.22K | Jun 30, 26 | -648 | 0.37% |
| D.A. DAVIDSON & CO. | 21.83K | Jun 30, 26 | -- | 0.33% |
| 1776 Wealth LLC | 20.39K | Jun 30, 26 | -- | 0.31% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17.22K | Jun 30, 26 | +1.54K | 0.26% |
| BLAIR WILLIAM & CO/IL | 13.52K | Jun 30, 26 | -- | 0.21% |
| WELLS FARGO & COMPANY/MN | 12.32K | Jun 30, 26 | -227 | 0.19% |
| COMMONWEALTH EQUITY SERVICES, LLC | 11.76K | Jun 30, 26 | -- | 0.18% |
| UBS Group AG | 5.28K | Jun 30, 26 | -1.11K | 0.08% |
| Atlantic Union Bankshares Corp | 2.10K | Jun 30, 26 | -- | 0.03% |
| PNC FINANCIAL SERVICES GROUP, INC. | 1.87K | Jun 30, 26 | -- | 0.03% |
| JONES FINANCIAL COMPANIES LLLP | 1.41K | Jun 30, 26 | +1.41K | 0.02% |
| BFSG, LLC | 600 | Jun 30, 26 | -- | 0.01% |
| Farther Finance Advisors, LLC | 351 | Jun 30, 26 | +71 | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 234 | Jun 30, 26 | +234 | 0.00% |
| SRS Capital Advisors, Inc. | 210 | Jun 30, 26 | +210 | 0.00% |
| Institute for Wealth Management, LLC. | 191 | Jun 30, 26 | +191 | 0.00% |
| Allworth Financial LP | 171 | Jun 30, 26 | -- | 0.00% |
| North Star Investment Management Corp. | 138 | Jun 30, 26 | -- | 0.00% |
| SALEM INVESTMENT COUNSELORS INC | 100 | Jun 30, 26 | -- | 0.00% |
| City State Bank | 9 | Jun 30, 26 | -- | 0.00% |
| FIFTH THIRD BANCORP | -- | Jun 30, 26 | -3.59K | -- |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | -- | Jun 30, 26 | -558 | -- |
| McIlrath & Eck, LLC | 79 | Mar 31, 26 | -- | 0.00% |
| COMERICA BANK | 3.54K | Dec 31, 25 | -- | 0.05% |
| RAYMOND JAMES & ASSOCIATES | 880.27K | Sep 30, 24 | +8.22K | 13.50% |
| Raymond James Financial Services Advisors, Inc. | 17.56K | Sep 30, 24 | +500 | 0.27% |
| FinTrust Capital Advisors, LLC | 483 | Sep 30, 24 | -- | 0.01% |
| Relative Value Partners Group, LLC | -- | Jun 30, 24 | -10.30K | -- |
| Cetera Advisors LLC | 16.03K | Mar 31, 24 | +16.03K | 0.25% |
| ROTHSCHILD INVESTMENT CORP /IL | 36.75K | Sep 30, 23 | -- | 0.56% |
| Sargent Bickham Lagudis LLC | 76 | Dec 31, 22 | +1 | 0.00% |
| Frontier Wealth Management LLC | 24.90K | Jun 30, 22 | +24.90K | 0.38% |
| FormulaFolio Investments, LLC | 14 | Jun 30, 21 | -- | 0.00% |
| Winslow, Evans & Crocker, Inc. | 66 | Dec 31, 20 | +66 | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 22.92K | Dec 31, 19 | -2.03K | 0.35% |
| Advisor Group, Inc. | 362 | Dec 31, 19 | -132 | 0.01% |
| FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 27.37K | Dec 31, 18 | -7.81K | 0.42% |
| TFS CAPITAL LLC | 10.60K | Jun 30, 17 | -2.03K | 0.16% |
| WFG Advisors, LP | 22 | Jun 30, 17 | -- | 0.00% |
| MSI Financial Services Inc | 3.95K | Dec 31, 16 | +36 | 0.06% |
| Relative Value Partners, LLC | 102.64K | Mar 31, 15 | -10.72K | 1.57% |
| UBS AG | 184.38K | Sep 30, 14 | +7.80K | 2.83% |