| COMMONWEALTH EQUITY SERVICES, LLC | 139.82K | Sep 30, 26 | +7.87K | 6.35% |
| Bond & Devick Financial Network, Inc. | 24.84K | Sep 30, 26 | +8.80K | 1.13% |
| Allegheny Financial Group | 15.18K | Sep 30, 26 | +12 | 0.69% |
| Advisor OS, LLC | 13.51K | Sep 30, 26 | +50 | 0.61% |
| TRUIST FINANCIAL CORP | 13.48K | Sep 30, 26 | +13.48K | 0.61% |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 10.99K | Sep 30, 26 | +651 | 0.50% |
| Pekin Hardy Strauss, Inc. | 7.52K | Sep 30, 26 | +70 | 0.34% |
| BLAIR WILLIAM & CO/IL | 990 | Sep 30, 26 | -- | 0.04% |
| UBS Group AG | 180 | Sep 30, 26 | +180 | 0.01% |
| Milestone Investment Advisors LLC | 87 | Sep 30, 26 | -- | 0.00% |
| GOLDMAN SACHS GROUP INC | 63.71K | Jun 30, 26 | +40.37K | 2.90% |
| Invesco Ltd. | 39.68K | Jun 30, 26 | -4.76K | 1.80% |
| CITADEL ADVISORS LLC | 32.33K | Jun 30, 26 | +32.33K | 1.47% |
| BANK OF AMERICA CORP /DE/ | 24.42K | Jun 30, 26 | -2.09K | 1.11% |
| Tower Research Capital LLC (TRC) | 21.57K | Jun 30, 26 | +4.69K | 0.98% |
| Advisory Services Network, LLC | 18.52K | Jun 30, 26 | +3.43K | 0.84% |
| NATIONAL BANK OF CANADA /FI/ | 15.83K | Jun 30, 26 | +59 | 0.72% |
| Betterment LLC | 15.53K | Jun 30, 26 | -285 | 0.71% |
| MJP ASSOCIATES INC /ADV | 13.46K | Jun 30, 26 | -279 | 0.61% |
| OSAIC HOLDINGS, INC. | 11.45K | Jun 30, 26 | -690 | 0.52% |
| Kingsview Wealth Management, LLC | 8.30K | Jun 30, 26 | -- | 0.38% |
| RAYMOND JAMES FINANCIAL INC | 6.55K | Jun 30, 26 | +6.55K | 0.30% |
| ROYAL BANK OF CANADA | 2.36K | Jun 30, 26 | +1.16K | 0.11% |
| Ritter Daniher Financial Advisory LLC / DE | 1.91K | Jun 30, 26 | -- | 0.09% |
| Aptus Capital Advisors, LLC | 377 | Jun 30, 26 | -- | 0.02% |
| Ancora Advisors LLC | 82 | Jun 30, 26 | -- | 0.00% |
| VANGUARD ADVISERS INC | 61 | Jun 30, 26 | +61 | 0.00% |
| MORGAN STANLEY | 1 | Jun 30, 26 | -- | 0.00% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | -- | Jun 30, 26 | -377 | -- |
| CWM, LLC | 792 | Mar 31, 26 | -- | 0.04% |
| MGB Wealth Management, LLC | 54 | Dec 31, 25 | -- | 0.00% |
