| James Reed Financial Services, Inc. | 165.41K | Sep 30, 26 | +1.53K | 6.89% |
| Lido Advisors, LLC | 121.72K | Sep 30, 26 | +12.70K | 5.07% |
| Strategic Financial Services, Inc. | 98.43K | Sep 30, 26 | -409 | 4.10% |
| PNC FINANCIAL SERVICES GROUP, INC. | 31.36K | Sep 30, 26 | -1.45K | 1.31% |
| LPL Financial LLC | 30.17K | Sep 30, 26 | -2.77K | 1.26% |
| Cambridge Investment Research Advisors, Inc. | 22.32K | Sep 30, 26 | +19.86K | 0.93% |
| OSAIC HOLDINGS, INC. | 14.96K | Sep 30, 26 | -1.17K | 0.62% |
| JPMORGAN CHASE & CO | 8.70K | Sep 30, 26 | -629 | 0.36% |
| G&S Capital LLC | 6.61K | Sep 30, 26 | -311 | 0.28% |
| Parallel Advisors, LLC | 5.81K | Sep 30, 26 | -60 | 0.24% |
| BNP PARIBAS FINANCIAL MARKETS | 5.62K | Sep 30, 26 | +1.58K | 0.23% |
| COMMONWEALTH EQUITY SERVICES, LLC | 5.32K | Sep 30, 26 | +70 | 0.22% |
| UBS Group AG | 5.10K | Sep 30, 26 | -136 | 0.21% |
| PARK AVENUE SECURITIES LLC | 4.98K | Sep 30, 26 | +177 | 0.21% |
| RAYMOND JAMES FINANCIAL INC | 4.68K | Sep 30, 26 | -734 | 0.20% |
| QTR Family Wealth, LLC | 4.23K | Sep 30, 26 | -49 | 0.18% |
| Keystone Financial Group | 3.94K | Sep 30, 26 | -424 | 0.16% |
| BCGM Wealth Management, LLC | 2.94K | Sep 30, 26 | -1.03K | 0.12% |
| TKG Advisors, LLC | 1.87K | Sep 30, 26 | +80 | 0.08% |
| CHOREO, LLC | 1.66K | Sep 30, 26 | -95 | 0.07% |
| 46 Peaks LLC | 1.51K | Sep 30, 26 | -- | 0.06% |
| J.W. COLE ADVISORS, INC. | 1.48K | Sep 30, 26 | +2 | 0.06% |
| OneAscent Family Office, LLC | 1.40K | Sep 30, 26 | -- | 0.06% |
| JANE STREET GROUP, LLC | 1.31K | Sep 30, 26 | +1.31K | 0.05% |
| BANK OF MONTREAL /CAN/ | 1.06K | Sep 30, 26 | -- | 0.04% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1.00K | Sep 30, 26 | +198 | 0.04% |
| BESSEMER GROUP INC | 966 | Sep 30, 26 | +966 | 0.04% |
| Capital Investment Advisory Services, LLC | 813 | Sep 30, 26 | -1 | 0.03% |
| HARBOUR INVESTMENTS, INC. | 587 | Sep 30, 26 | -14 | 0.02% |
| FMR LLC | 265 | Sep 30, 26 | -- | 0.01% |
| Pinnacle Wealth Planning Services, Inc. | 252 | Sep 30, 26 | -- | 0.01% |
| Glass Jacobson Investment Advisors llc | 172 | Sep 30, 26 | -- | 0.01% |
| Arax Advisory Partners | 68 | Sep 30, 26 | -- | 0.00% |
| US BANCORP \DE\ | 65 | Sep 30, 26 | -- | 0.00% |
| Smartleaf Asset Management LLC | 63 | Sep 30, 26 | +63 | 0.00% |
| Heritage Family Offices, LLP | 61 | Sep 30, 26 | +61 | 0.00% |
| Global Retirement Partners, LLC | 60 | Sep 30, 26 | +1 | 0.00% |
| AE Wealth Management LLC | 51 | Sep 30, 26 | -- | 0.00% |
| Rossby Financial, LCC | 44 | Sep 30, 26 | +44 | 0.00% |
| Allworth Financial LP | 16 | Sep 30, 26 | +16 | 0.00% |
| SIMPLEX TRADING, LLC | -- | Sep 30, 26 | -53 | -- |
| GFS Advisors, LLC | -- | Sep 30, 26 | -20 | -- |
| CITIGROUP INC | -- | Sep 30, 26 | -87 | -- |
| AdvisorNet Financial, Inc | -- | Sep 30, 26 | -14 | -- |
| TUCKER ASSET MANAGEMENT LLC | -- | Sep 30, 26 | -273 | -- |
| BANK OF AMERICA CORP /DE/ | 512.97K | Jun 30, 26 | +2.20K | 21.37% |
| BlackRock, Inc. | 323.56K | Jun 30, 26 | -28.89K | 13.48% |
| WELLS FARGO & COMPANY/MN | 75.51K | Jun 30, 26 | +10.61K | 3.15% |
| Rockefeller Capital Management L.P. | 73.05K | Jun 30, 26 | -390 | 3.04% |
| AMERIPRISE FINANCIAL INC | 72.80K | Jun 30, 26 | +5.82K | 3.03% |
| ENVESTNET ASSET MANAGEMENT INC | 60.34K | Jun 30, 26 | -1.37K | 2.51% |
| GOLDMAN SACHS GROUP INC | 52.56K | Jun 30, 26 | -6.76K | 2.19% |
| MORGAN STANLEY | 40.15K | Jun 30, 26 | +10.51K | 1.67% |
| JONES FINANCIAL COMPANIES LLLP | 31.08K | Jun 30, 26 | -3.67K | 1.29% |
| OSAIC HOLDINGS, INC. | 16.12K | Jun 30, 26 | -30.44K | 0.67% |
| Summit Trail Advisors, LLC | 10.57K | Jun 30, 26 | -- | 0.44% |
| JPMORGAN CHASE & CO | 9.33K | Jun 30, 26 | +174 | 0.39% |
| RAYMOND JAMES FINANCIAL INC | 5.42K | Jun 30, 26 | -28 | 0.23% |
| UBS Group AG | 5.24K | Jun 30, 26 | -592 | 0.22% |
| MERCER GLOBAL ADVISORS INC /ADV | 4.60K | Jun 30, 26 | -1.16K | 0.19% |
| NewEdge Advisors, LLC | 4.56K | Jun 30, 26 | +123 | 0.19% |
| Keystone Financial Group | 4.37K | Jun 30, 26 | -- | 0.18% |
| BNP PARIBAS FINANCIAL MARKETS | 4.04K | Jun 30, 26 | +3.92K | 0.17% |
| ROYAL BANK OF CANADA | 3.15K | Jun 30, 26 | +229 | 0.13% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.25K | Jun 30, 26 | -6.54K | 0.09% |
| PGIM Custom Harvest LLC | 2.24K | Jun 30, 26 | -10 | 0.09% |
| Baird Financial Group, Inc. | 1.81K | Jun 30, 26 | -15 | 0.08% |
| Cerity Partners LLC | 1.65K | Jun 30, 26 | -170 | 0.07% |
| FLOW TRADERS U.S. LLC | 1.59K | Jun 30, 26 | +1.59K | 0.07% |
| Equitable Holdings, Inc. | 1.43K | Jun 30, 26 | -114 | 0.06% |
| OneAscent Family Office, LLC | 1.40K | Jun 30, 26 | -- | 0.06% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.34K | Jun 30, 26 | -- | 0.06% |
| MML INVESTORS SERVICES, LLC | 1.16K | Jun 30, 26 | -549 | 0.05% |
| Cetera Investment Advisers | 1.15K | Jun 30, 26 | -160 | 0.05% |
| GLENMEDE TRUST CO NA | 914 | Jun 30, 26 | -86 | 0.04% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 804 | Jun 30, 26 | -- | 0.03% |
| BFC Planning, Inc. | 126 | Jun 30, 26 | -- | 0.01% |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | 126 | Jun 30, 26 | -- | 0.01% |
| Arax Advisory Partners | 68 | Jun 30, 26 | +68 | 0.00% |
| AE Wealth Management LLC | 51 | Jun 30, 26 | -- | 0.00% |
| Truvestments Capital LLC | -- | Jun 30, 26 | -18 | -- |
| MAI Capital Management | -- | Jun 30, 26 | -585 | -- |
| CWM, LLC | 1.46K | Mar 31, 26 | -- | 0.06% |
| Bison Wealth, LLC | 4.90K | Dec 31, 24 | -123 | 0.20% |
| Raymond James Financial Services Advisors, Inc. | 1.82K | Sep 30, 24 | +135 | 0.08% |
| Aspire Wealth Management Corp | 90 | Sep 30, 24 | -1 | 0.00% |
| BlackRock Inc. | 429.44K | Jun 30, 24 | +19.79K | 17.89% |
| Retirement Group, LLC | 214 | Mar 31, 24 | -- | 0.01% |
| WEALTHSOURCE PARTNERS, LLC | 2.21K | Dec 31, 23 | -- | 0.09% |
| Baystate Wealth Management LLC | 197 | Dec 31, 23 | -97 | 0.01% |
| Icon Wealth Partners, LLC | 947 | Sep 30, 23 | -- | 0.04% |
| Strategic Asset Management, LLC | 940 | Sep 30, 22 | +2 | 0.04% |
| 55I, LLC | -- | Sep 30, 22 | -2.32K | -- |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 2.31K | Mar 31, 22 | +2.31K | 0.10% |
| HawsGoodwin Investment Management LLC | 6.07K | Dec 31, 21 | -- | 0.25% |
| VIVID FINANCIAL MANAGEMENT, INC. | 2.32K | Dec 31, 21 | -230 | 0.10% |
| NEXT Financial Group, Inc | -- | Dec 31, 21 | -182 | -- |
| Carroll Financial Associates, Inc. | -- | Dec 31, 21 | -999 | -- |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 1.68K | Sep 30, 21 | -5 | 0.07% |
| Lighthouse Financial Advisors, Inc. | -- | Mar 31, 21 | -1.98K | -- |
| ROWLAND CARMICHAEL ADVISORS INC /ADV | 5.73K | Dec 31, 20 | -10.98K | 0.24% |
| LifePlan Financial Group, Inc | -- | Sep 30, 20 | -342 | -- |
| Lenox Wealth Management, Inc. | -- | Jun 30, 20 | -326 | -- |
| CA Family Wealth, LLC | 2.82K | Mar 31, 20 | -1.12K | 0.12% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 1.61K | Mar 31, 20 | +673 | 0.07% |
| Advisor Group, Inc. | 432.24K | Dec 31, 19 | +431.85K | 18.01% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 190.40K | Dec 31, 19 | +189.51K | 7.93% |
| BB&T SECURITIES, LLC | 59.77K | Sep 30, 19 | +25.17K | 2.49% |
| BlackRock Investment Management, LLC | 79.23K | Dec 31, 16 | +34.33K | 3.30% |
| MSI Financial Services Inc | 6.53K | Dec 31, 16 | +3.83K | 0.27% |
| EDMOND DE ROTHSCHILD (SUISSE) S.A. | 740 | Sep 30, 16 | -- | 0.03% |
| UBS AG | 1.50K | Sep 30, 14 | +1.50K | 0.06% |
