| Beaumont Financial Advisors, LLC | 842.55K | Sep 30, 26 | +26.11K | 13.27% |
| Trilogy Capital Inc. | 741.61K | Sep 30, 26 | +32.37K | 11.68% |
| Cambridge Investment Research Advisors, Inc. | 333.62K | Sep 30, 26 | +17.29K | 5.25% |
| Triangle Securities Wealth Management | 261.07K | Sep 30, 26 | +4.48K | 4.11% |
| Archford Capital Strategies, LLC | 256.27K | Sep 30, 26 | +4.47K | 4.04% |
| Stonebridge Financial Group, LLC | 254.94K | Sep 30, 26 | +31.75K | 4.01% |
| Insight Wealth Strategies, LLC | 252.89K | Sep 30, 26 | +1.12K | 3.98% |
| Krilogy Financial LLC | 150.29K | Sep 30, 26 | +11.10K | 2.37% |
| D.A. DAVIDSON & CO. | 124.23K | Sep 30, 26 | +8.48K | 1.96% |
| Armor Investment Advisors, LLC | 102.81K | Sep 30, 26 | -2.31K | 1.62% |
| Capital Investment Counsel, LLC | 100.22K | Sep 30, 26 | -1.19K | 1.58% |
| FORTEM FINANCIAL GROUP, LLC | 88.39K | Sep 30, 26 | +3.91K | 1.39% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 87.41K | Sep 30, 26 | +87.41K | 1.38% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 69.61K | Sep 30, 26 | +2.13K | 1.10% |
| Cambridge Advisors Inc. | 63.09K | Sep 30, 26 | +8.21K | 0.99% |
| PARSONS CAPITAL MANAGEMENT INC/RI | 57.37K | Sep 30, 26 | +637 | 0.90% |
| Mayfair Advisory Group, LLC | 46.44K | Sep 30, 26 | +6.96K | 0.73% |
| Capital Investment Advisors, LLC | 35.53K | Sep 30, 26 | +13.63K | 0.56% |
| Atria Investments, Inc | 33.17K | Sep 30, 26 | +6.25K | 0.52% |
| Koshinski Asset Management, Inc. | 26.56K | Sep 30, 26 | -4.34K | 0.42% |
| Perigon Wealth Management, LLC | 22.64K | Sep 30, 26 | -- | 0.36% |
| Comprehensive Financial Planning, Inc./PA | 22.39K | Sep 30, 26 | +422 | 0.35% |
| VestGen Advisors, LLC | 22.26K | Sep 30, 26 | -1.57K | 0.35% |
| Dynamic Advisor Solutions LLC | 21.56K | Sep 30, 26 | +7.42K | 0.34% |
| Inscription Capital, LLC | 14.20K | Sep 30, 26 | +14.20K | 0.22% |
| DAVENPORT & Co LLC | 9.85K | Sep 30, 26 | +4.39K | 0.16% |
| Retirement Planning Group, LLC | 6.85K | Sep 30, 26 | +365 | 0.11% |
| Midwest Trust Co | 6.50K | Sep 30, 26 | -- | 0.10% |
| OPPENHEIMER & CO INC | 5.60K | Sep 30, 26 | -47 | 0.09% |
| WEST PACES ADVISORS INC. | 3.08K | Sep 30, 26 | +176 | 0.05% |
| GAMMA Investing LLC | 965 | Sep 30, 26 | -- | 0.02% |
| Latitude Advisors, LLC | 340 | Sep 30, 26 | +340 | 0.01% |
| Signature Resources Capital Management, LLC | 305 | Sep 30, 26 | -- | 0.00% |
| Investors Research Corp | 213 | Sep 30, 26 | -- | 0.00% |
| Nvest Wealth Strategies, Inc. | 25 | Sep 30, 26 | +25 | 0.00% |
| MISSION WEALTH MANAGEMENT, LP | -- | Sep 30, 26 | -4.38K | -- |
| Worth Asset Management, LLC | -- | Sep 30, 26 | -5.93K | -- |
| BigSur Wealth Management LLC | -- | Sep 30, 26 | -22.56K | -- |
| ENVESTNET ASSET MANAGEMENT INC | 2.33M | Jun 30, 26 | +969.27K | 36.63% |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1.86M | Jun 30, 26 | -1.07M | 29.36% |
| Baird Financial Group, Inc. | 1.70M | Jun 30, 26 | +605.97K | 26.75% |
| BANK OF AMERICA CORP /DE/ | 1.41M | Jun 30, 26 | +921.63K | 22.21% |
| THRIVENT FINANCIAL FOR LUTHERANS | 336.36K | Jun 30, 26 | +336.36K | 5.30% |
| Cambridge Investment Research Advisors, Inc. | 316.33K | Jun 30, 26 | +10.16K | 4.98% |
| One Charles Private Wealth Services, LLC | 313.35K | Jun 30, 26 | +7.82K | 4.93% |
| Greenwich Wealth Management LLC | 284.92K | Jun 30, 26 | +2.66K | 4.49% |
| ROYAL BANK OF CANADA | 278.43K | Jun 30, 26 | +278.43K | 4.38% |
| Aptus Capital Advisors, LLC | 250.14K | Jun 30, 26 | +2.75K | 3.94% |
| Members Advisory Group LLC | 226.08K | Jun 30, 26 | +226.08K | 3.56% |
| FIDELIS CAPITAL PARTNERS, LLC | 209.74K | Jun 30, 26 | +26.72K | 3.30% |
| Joseph Group Capital Management | 204.56K | Jun 30, 26 | +204.56K | 3.22% |
| Pinnacle Financial Partners, Inc. | 183.63K | Jun 30, 26 | +183.63K | 2.89% |
| MML INVESTORS SERVICES, LLC | 144.28K | Jun 30, 26 | +35.72K | 2.27% |
| LPL Financial LLC | 115.20K | Jun 30, 26 | +81.43K | 1.81% |
| Meridian Wealth Management, LLC | 107.98K | Jun 30, 26 | +46.42K | 1.70% |
| Sanctuary Advisors, LLC | 86.61K | Jun 30, 26 | +24.38K | 1.36% |
| CIBC WORLD MARKET INC. | 84.86K | Jun 30, 26 | +66.08K | 1.34% |
| HighTower Advisors, LLC | 72.31K | Jun 30, 26 | +23.93K | 1.14% |
| Advisor OS, LLC | 71.49K | Jun 30, 26 | -11.22K | 1.13% |
| MJP ASSOCIATES INC /ADV | 71.49K | Jun 30, 26 | -11.78K | 1.13% |
| Mutual Advisors, LLC | 41.55K | Jun 30, 26 | +711 | 0.65% |
| RAYMOND JAMES FINANCIAL INC | 38.93K | Jun 30, 26 | +12.09K | 0.61% |
| Essex Financial Services, Inc. | 34.56K | Jun 30, 26 | +21.27K | 0.54% |
| Bank of New York Mellon Corp | 24.97K | Jun 30, 26 | +13.96K | 0.39% |
| Orion Porfolio Solutions, LLC | 22.16K | Jun 30, 26 | +22.16K | 0.35% |
| CAPTRUST FINANCIAL ADVISORS | 17.88K | Jun 30, 26 | +200 | 0.28% |
| JONES FINANCIAL COMPANIES LLLP | 14.16K | Jun 30, 26 | +14.16K | 0.22% |
| Jaffetilchin Investment Partners, LLC | 13.88K | Jun 30, 26 | -170 | 0.22% |
| FIDUCIARY TRUST CO | 13.46K | Jun 30, 26 | -- | 0.21% |
| Equitable Holdings, Inc. | 13.10K | Jun 30, 26 | +13.10K | 0.21% |
| XCELSIOR ADVISOR PARTNERS LLC | 12.29K | Jun 30, 26 | +12.29K | 0.19% |
| STIFEL FINANCIAL CORP | 11.50K | Jun 30, 26 | +2.47K | 0.18% |
| MERCER GLOBAL ADVISORS INC /ADV | 11.32K | Jun 30, 26 | -- | 0.18% |
| QUANTIFY CHAOS ADVISORS, LLC | 9.99K | Jun 30, 26 | +20 | 0.16% |
| Reliant Wealth Planning | 8.86K | Jun 30, 26 | +8.86K | 0.14% |
| Cerity Partners LLC | 8.06K | Jun 30, 26 | +564 | 0.13% |
| JANE STREET GROUP, LLC | 7.01K | Jun 30, 26 | -8.14K | 0.11% |
| FIFTH THIRD BANCORP | 5.95K | Jun 30, 26 | +5.95K | 0.09% |
| Corient Private Wealth LP | 5.92K | Jun 30, 26 | -388 | 0.09% |
| JPMORGAN CHASE & CO | 5.72K | Jun 30, 26 | +5.42K | 0.09% |
| Kovack Advisors, Inc. | 5.38K | Jun 30, 26 | +5.38K | 0.08% |
| Fourth Dimension Wealth, LLC | 5.04K | Jun 30, 26 | +5.04K | 0.08% |
| Geneos Wealth Management Inc. | 4.67K | Jun 30, 26 | +4.67K | 0.07% |
| CVA Family Office, LLC | 3.05K | Jun 30, 26 | +2.85K | 0.05% |
| Regatta Research & Money Management | 2.96K | Jun 30, 26 | +2.96K | 0.05% |
| Allworth Financial LP | 2.65K | Jun 30, 26 | -- | 0.04% |
| Parallel Advisors, LLC | 1.46K | Jun 30, 26 | +400 | 0.02% |
| MORGAN STANLEY | 1.15K | Jun 30, 26 | +177 | 0.02% |
| Silver Grove Financial Group, Inc. | 75 | Jun 30, 26 | +75 | 0.00% |
| OSAIC HOLDINGS, INC. | 42 | Jun 30, 26 | +42 | 0.00% |
| WELLS FARGO & COMPANY/MN | -- | Jun 30, 26 | -210 | -- |
| TWO SIGMA INVESTMENTS, LP | -- | Jun 30, 26 | -122.10K | -- |
| CALTON & ASSOCIATES, INC. | -- | Jun 30, 26 | -13.34K | -- |
| CWM, LLC | 69 | Mar 31, 26 | -- | 0.00% |
| MCMILLION CAPITAL MANAGEMENT INC | 63.60K | Jun 30, 23 | -2.00K | 1.00% |
| Beaumont Financial Partners, LLC | 796.93K | Sep 30, 22 | +136.70K | 12.55% |
