| Ted Buchan & Co | 136.99K | Sep 30, 26 | -11.39K | 1.41% |
| Paladin Wealth, LLC | 67.55K | Sep 30, 26 | +67.55K | 0.69% |
| MGO ONE SEVEN LLC | 16.70K | Sep 30, 26 | -650 | 0.17% |
| FLAGSHIP HARBOR ADVISORS, LLC | 6.44K | Sep 30, 26 | -444 | 0.07% |
| LANARK FINANCIAL, INC. | 49 | Sep 30, 26 | -1 | 0.00% |
| ROYAL BANK OF CANADA | 1.32M | Jun 30, 26 | +8.06K | 13.54% |
| Focus Partners Wealth | 777.10K | Jun 30, 26 | +16.60K | 7.98% |
| Tradition Wealth Management, LLC | 520.57K | Jun 30, 26 | +37.43K | 5.35% |
| MML INVESTORS SERVICES, LLC | 386.97K | Jun 30, 26 | +49.34K | 3.98% |
| Mutual Advisors, LLC | 266.50K | Jun 30, 26 | -106.76K | 2.74% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 241.24K | Jun 30, 26 | -48.15K | 2.48% |
| CAHILL FINANCIAL ADVISORS INC | 138.72K | Jun 30, 26 | +4.98K | 1.43% |
| Ausdal Financial Partners, Inc. | 131.83K | Jun 30, 26 | -1.14K | 1.35% |
| LPL Financial LLC | 126.63K | Jun 30, 26 | +13.33K | 1.30% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 99.57K | Jun 30, 26 | -4.34K | 1.02% |
| UBS Group AG | 66.43K | Jun 30, 26 | +2.25K | 0.68% |
| CARY STREET PARTNERS FINANCIAL LLC | 56.80K | Jun 30, 26 | +56.80K | 0.58% |
| BlackDiamond Wealth Management, LLC | 37.45K | Jun 30, 26 | -20.43K | 0.38% |
| CITADEL ADVISORS LLC | 27.91K | Jun 30, 26 | +27.91K | 0.29% |
| Osbon Capital Management LLC | 16.55K | Jun 30, 26 | -5.96K | 0.17% |
| AQR CAPITAL MANAGEMENT LLC | 15.96K | Jun 30, 26 | +25 | 0.16% |
| IHT Wealth Management, LLC | 14.76K | Jun 30, 26 | -830 | 0.15% |
| ENVESTNET ASSET MANAGEMENT INC | 14.20K | Jun 30, 26 | -27.36K | 0.15% |
| Jacobi Capital Management LLC | 14.08K | Jun 30, 26 | +368 | 0.14% |
| GREAT VALLEY ADVISOR GROUP, INC. | 12.78K | Jun 30, 26 | -238 | 0.13% |
| ELEVATION POINT WEALTH PARTNERS, LLC | 11.44K | Jun 30, 26 | +11.44K | 0.12% |
| SYKON CAPITAL LLC | 8.42K | Jun 30, 26 | -58.16K | 0.09% |
| Lifeworks Advisors, LLC | 8.33K | Jun 30, 26 | -- | 0.09% |
| Integrated Wealth Concepts LLC | 6.59K | Jun 30, 26 | -14.30K | 0.07% |
| FIFTH THIRD BANCORP | 6.46K | Jun 30, 26 | -335 | 0.07% |
| HUNTINGTON NATIONAL BANK | 3.71K | Jun 30, 26 | +3.71K | 0.04% |
| Steward Partners Investment Advisory, LLC | 3.64K | Jun 30, 26 | +2.26K | 0.04% |
| JPMORGAN CHASE & CO | 1.02K | Jun 30, 26 | +621 | 0.01% |
| Quent Capital, LLC | 713 | Jun 30, 26 | +713 | 0.01% |
| MORGAN STANLEY | 193 | Jun 30, 26 | -- | 0.00% |
| Financial Perspectives, Inc | 165 | Jun 30, 26 | -- | 0.00% |
| THRIVENT FINANCIAL FOR LUTHERANS | -- | Jun 30, 26 | -130.70K | -- |
| GOLDMAN SACHS GROUP INC | -- | Jun 30, 26 | -24.58K | -- |
| Marks Group Wealth Management, Inc | -- | Jun 30, 26 | -10.85K | -- |
| Arete Wealth Advisors, LLC | -- | Jun 30, 26 | -39.92K | -- |
| Belpointe Asset Management LLC | -- | Jun 30, 26 | -50.16K | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -10.60K | -- |
| GeoWealth Management, LLC | -- | Jun 30, 26 | -253.49K | -- |
| COMERICA BANK | 5.63K | Dec 31, 25 | +2.47K | 0.06% |
| Apexium Financial, LP | 242.30K | Sep 30, 25 | +42.21K | 2.49% |
| FULLCIRCLE WEALTH LLC | 64.80K | Sep 30, 25 | +704 | 0.67% |
| Transform Wealth, LLC | 118.90K | Mar 31, 25 | -11.29K | 1.22% |
| WR Wealth Planners, LLC | 12.86K | Dec 31, 24 | +2.60K | 0.13% |
| All Season Financial Advisors, Inc. | 37.83K | Sep 30, 24 | +18.14K | 0.39% |
| TMD Wealth Management, LLC | 351.26K | Jun 30, 24 | +105.63K | 3.61% |
