| Wright Wealth LLC | 653.15K | Sep 30, 26 | +37.74K | 5.64% |
| Kestra Advisory Services, LLC | 253.69K | Sep 30, 26 | +253.69K | 2.19% |
| COMMONWEALTH EQUITY SERVICES, LLC | 190.41K | Sep 30, 26 | -308.62K | 1.64% |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | 118.61K | Sep 30, 26 | +506 | 1.02% |
| Nicholas Hoffman & Company, LLC. | 69.18K | Sep 30, 26 | -5.96K | 0.60% |
| Cambridge Investment Research Advisors, Inc. | 39.78K | Sep 30, 26 | -- | 0.34% |
| Ballast Rock Private Wealth LLC | 34.68K | Sep 30, 26 | -- | 0.30% |
| Astoria Portfolio Advisors LLC. | 29.19K | Sep 30, 26 | +3.26K | 0.25% |
| JPMORGAN CHASE & CO | 28.90K | Sep 30, 26 | -1.42K | 0.25% |
| Private Advisory Group LLC | 26.44K | Sep 30, 26 | -8.33K | 0.23% |
| BANK OF MONTREAL /CAN/ | 19.66K | Sep 30, 26 | -174 | 0.17% |
| Barnes Wealth Management Group, Inc | 8.36K | Sep 30, 26 | +430 | 0.07% |
| Cohalo Advisory LLC | 2.59K | Sep 30, 26 | -- | 0.02% |
| UBS Group AG | 2.41K | Sep 30, 26 | +2.41K | 0.02% |
| United Financial Planning Group LLC | 1.65K | Sep 30, 26 | +1.65K | 0.01% |
| AE Wealth Management LLC | 133 | Sep 30, 26 | -11 | 0.00% |
| OSAIC HOLDINGS, INC. | 43 | Sep 30, 26 | -- | 0.00% |
| Integrated Wealth Concepts LLC | 1.04M | Jun 30, 26 | -21.61K | 8.95% |
| World Investment Advisors | 307.30K | Jun 30, 26 | -- | 2.65% |
| FIDUCIARY FINANCIAL ADVISORS | 121.92K | Jun 30, 26 | +121.92K | 1.05% |
| 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% |
| 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% |
| 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% |
| 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% |
| AE Wealth Management LLC | 144 | Jun 30, 26 | -163 | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 70 | Jun 30, 26 | +70 | 0.00% |
| OSAIC HOLDINGS, INC. | 43 | Jun 30, 26 | +43 | 0.00% |
| WELLS FARGO & COMPANY/MN | -- | Jun 30, 26 | -74 | -- |
| ROYAL BANK OF CANADA | -- | Jun 30, 26 | -121 | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -13.13K | -- |
| UBS Group AG | -- | Jun 30, 26 | -165 | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -104.79K | -- |
| CWM, LLC | 4.00M | Mar 31, 26 | +219.71K | 34.51% |
| NAPA WEALTH MANAGEMENT | 41.57K | Sep 30, 25 | +41.57K | 0.36% |
