| WJ Interests, LLC | 1.71M | Jun 30, 26 | +74.36K | 14.74% |
| Ferguson Shapiro LLC | 1.45M | Jun 30, 26 | -292.73K | 12.53% |
| Integrated Wealth Concepts LLC | 1.04M | Jun 30, 26 | -21.61K | 8.95% |
| Wright Wealth LLC | 615.41K | Jun 30, 26 | +21.28K | 5.32% |
| COMMONWEALTH EQUITY SERVICES, LLC | 499.04K | Jun 30, 26 | +11.65K | 4.31% |
| Professional Financial Advisors, LLC | 432.59K | Jun 30, 26 | +5.71K | 3.74% |
| Pensionmark Financial Group, LLC | 307.30K | Jun 30, 26 | -- | 2.65% |
| Aspect Partners, LLC | 289.04K | Jun 30, 26 | +9.23K | 2.50% |
| MATHER GROUP, LLC. | 195.56K | Jun 30, 26 | +136.93K | 1.69% |
| BLVD Private Wealth, LLC | 167.07K | Jun 30, 26 | -6.04K | 1.44% |
| Fermata Advisors, LLC | 160.63K | Jun 30, 26 | +24.00K | 1.39% |
| Wealthcare Advisory Partners LLC | 150.73K | Jun 30, 26 | +8.86K | 1.30% |
| FIDUCIARY FINANCIAL ADVISORS | 121.92K | Jun 30, 26 | +121.92K | 1.05% |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | 118.11K | Jun 30, 26 | +39.90K | 1.02% |
| Accurate Wealth Management, LLC | 88.37K | Jun 30, 26 | -9.14K | 0.76% |
| Nicholas Hoffman & Company, LLC. | 75.14K | Jun 30, 26 | +8.63K | 0.65% |
| Oregon Pacific Wealth Management, LLC | 56.35K | Jun 30, 26 | -687 | 0.49% |
| RHS Financial, LLC | 54.57K | Jun 30, 26 | +54.57K | 0.47% |
| Manhattan West Asset Management, LLC | 45.09K | Jun 30, 26 | +45.09K | 0.39% |
| MML INVESTORS SERVICES, LLC | 40.43K | Jun 30, 26 | +4.14K | 0.35% |
| Cambridge Investment Research Advisors, Inc. | 39.78K | Jun 30, 26 | -- | 0.34% |
| Private Advisory Group LLC | 34.77K | Jun 30, 26 | -- | 0.30% |
| Ballast Rock Private Wealth LLC | 34.68K | Jun 30, 26 | +8.80K | 0.30% |
| ENVESTNET ASSET MANAGEMENT INC | 34.66K | Jun 30, 26 | +3.82K | 0.30% |
| JPMORGAN CHASE & CO | 30.32K | Jun 30, 26 | +7.02K | 0.26% |
| Astoria Portfolio Advisors LLC. | 25.93K | Jun 30, 26 | +25.93K | 0.22% |
| Worth Asset Management, LLC | 24.93K | Jun 30, 26 | +484 | 0.22% |
| BANK OF MONTREAL /CAN/ | 19.83K | Jun 30, 26 | -65 | 0.17% |
| Innova Wealth Partners | 14.21K | Jun 30, 26 | -- | 0.12% |
| Aptus Capital Advisors, LLC | 11.11K | Jun 30, 26 | +4.13K | 0.10% |
| Steward Partners Investment Advisory, LLC | 8.86K | Jun 30, 26 | +8.33K | 0.08% |
| Sherman Wealth Management LLC | 8.69K | Jun 30, 26 | +390 | 0.08% |
| Barnes Wealth Management Group, Inc | 7.93K | Jun 30, 26 | +60 | 0.07% |
| Betterment LLC | 6.90K | Jun 30, 26 | -1.30K | 0.06% |
| Inspire Advisors, LLC | 6.58K | Jun 30, 26 | -1.40K | 0.06% |
| MERCER GLOBAL ADVISORS INC /ADV | 3.53K | Jun 30, 26 | +3.53K | 0.03% |
| Cohalo Advisory LLC | 2.59K | Jun 30, 26 | -24 | 0.02% |
| CoreCap Advisors, LLC | 1.07K | Jun 30, 26 | -- | 0.01% |
| True Wealth Design, LLC | 799 | Jun 30, 26 | -- | 0.01% |
| AE Wealth Management LLC | 144 | Jun 30, 26 | -163 | 0.00% |
| Triumph Capital Management | 100 | Jun 30, 26 | -- | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 70 | Jun 30, 26 | +70 | 0.00% |
| Farther Finance Advisors, LLC | 66 | Jun 30, 26 | -305 | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 43 | Jun 30, 26 | +43 | 0.00% |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -104.79K | -- |
| UBS Group AG | -- | Jun 30, 26 | -165 | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -13.13K | -- |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | -- | Jun 30, 26 | -1.12K | -- |
| ROYAL BANK OF CANADA | -- | Jun 30, 26 | -121 | -- |
| WELLS FARGO & COMPANY/MN | -- | Jun 30, 26 | -74 | -- |
| CWM, LLC | 4.00M | Mar 31, 26 | +219.71K | 34.51% |
| NAPA WEALTH MANAGEMENT | 41.57K | Sep 30, 25 | +41.57K | 0.36% |