| GoalVest Advisory LLC | 558.99K | Sep 30, 26 | +310.35K | 24.93% |
| Apollon Wealth Management, LLC | 261.69K | Sep 30, 26 | -893 | 11.67% |
| Pinion Investment Advisors, LLC | 199.40K | Sep 30, 26 | +91.53K | 8.89% |
| HBW ADVISORY SERVICES LLC | 95.70K | Sep 30, 26 | +22.16K | 4.27% |
| National Wealth Management Group, LLC | 64.45K | Sep 30, 26 | +11.06K | 2.87% |
| D.A. DAVIDSON & CO. | 59.03K | Sep 30, 26 | +1.29K | 2.63% |
| TD Waterhouse Canada Inc. | 52.00K | Sep 30, 26 | +1.36K | 2.32% |
| GRIFFIN ASSET MANAGEMENT, INC. | 15.03K | Sep 30, 26 | -- | 0.67% |
| FSA Advisors, Inc. | 12.22K | Sep 30, 26 | -- | 0.55% |
| Merit Financial Group, LLC | 11.37K | Sep 30, 26 | -525 | 0.51% |
| UBS Group AG | 10.71K | Sep 30, 26 | +10.18K | 0.48% |
| Prospera Financial Services Inc | 9.75K | Sep 30, 26 | +1.44K | 0.43% |
| COMPASS FINANCIAL MANAGEMENT LLC | 7.85K | Sep 30, 26 | +7.85K | 0.35% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 7.24K | Sep 30, 26 | +1.40K | 0.32% |
| Sigma Planning Corp | 5.29K | Sep 30, 26 | +5.29K | 0.24% |
| Acorn Wealth Advisors, LLC | 5.16K | Sep 30, 26 | -261 | 0.23% |
| CHOREO, LLC | 4.80K | Sep 30, 26 | +4.80K | 0.21% |
| HighTower Advisors, LLC | 4.40K | Sep 30, 26 | +4.40K | 0.20% |
| HARBOUR INVESTMENTS, INC. | 1.42K | Sep 30, 26 | +292 | 0.06% |
| US BANCORP \DE\ | 1.23K | Sep 30, 26 | -- | 0.05% |
| JFS WEALTH ADVISORS, LLC | 872 | Sep 30, 26 | -- | 0.04% |
| Smartleaf Asset Management LLC | 837 | Sep 30, 26 | -414 | 0.04% |
| EverSource Wealth Advisors, LLC | 580 | Sep 30, 26 | +256 | 0.03% |
| Geneos Wealth Management Inc. | 219 | Sep 30, 26 | -99 | 0.01% |
| SIMPLEX TRADING, LLC | 22 | Sep 30, 26 | +22 | 0.00% |
| Root Financial Partners, LLC | 17 | Sep 30, 26 | +17 | 0.00% |
| Seelaus Asset Management LLC | -- | Sep 30, 26 | -3.75K | -- |
| COMMONWEALTH EQUITY SERVICES, LLC | -- | Sep 30, 26 | -4.92K | -- |
| Worth Asset Management, LLC | -- | Sep 30, 26 | -4.00K | -- |
| OneDigital Investment Advisors LLC | -- | Sep 30, 26 | -3.87K | -- |
| Procyon Advisors, LLC | -- | Sep 30, 26 | -5.14K | -- |
| Abound Wealth Management | -- | Sep 30, 26 | -96 | -- |
| GENTRY PRIVATE WEALTH, LLC | 93.97K | Jun 30, 26 | +35.67K | 4.19% |
| Wealth Watch Advisors, INC | 78.27K | Jun 30, 26 | +2.28K | 3.49% |
| OSAIC HOLDINGS, INC. | 67.99K | Jun 30, 26 | +15.53K | 3.03% |
| Kingsview Wealth Management, LLC | 46.50K | Jun 30, 26 | +39.64K | 2.07% |
| PFG Investments, LLC | 17.21K | Jun 30, 26 | +2.64K | 0.77% |
| ROYAL BANK OF CANADA | 16.58K | Jun 30, 26 | +10.83K | 0.74% |
| Advyzon Investment Management, LLC | 16.04K | Jun 30, 26 | -905 | 0.72% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15.26K | Jun 30, 26 | -340 | 0.68% |
| FSA Advisors, Inc. | 12.22K | Jun 30, 26 | +557 | 0.55% |
| HRT FINANCIAL LP | 12.10K | Jun 30, 26 | -6.69K | 0.54% |
| D. E. Shaw & Co., Inc. | 8.62K | Jun 30, 26 | +8.62K | 0.38% |
| OneDigital Investment Advisors LLC | 3.87K | Jun 30, 26 | +3.87K | 0.17% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 3.63K | Jun 30, 26 | -2.42K | 0.16% |
| Per Stirling Capital Management, LLC. | 3.48K | Jun 30, 26 | +3.48K | 0.16% |
| Qube Research & Technologies Ltd | 2.60K | Jun 30, 26 | +2.60K | 0.12% |
| Arax Advisory Partners | 890 | Jun 30, 26 | +890 | 0.04% |
| UBS Group AG | 527 | Jun 30, 26 | -6.54K | 0.02% |
| BFC Planning, Inc. | 368 | Jun 30, 26 | -- | 0.02% |
| MORGAN STANLEY | 40 | Jun 30, 26 | +40 | 0.00% |
| WELLS FARGO & COMPANY/MN | 17 | Jun 30, 26 | +17 | 0.00% |
| Copia Wealth Management | 10 | Jun 30, 26 | -- | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 10 | Jun 30, 26 | +10 | 0.00% |
| AE Wealth Management LLC | -- | Jun 30, 26 | -203 | -- |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | -- | Jun 30, 26 | -368 | -- |
| Strategic Investment Solutions, Inc. /IL | -- | Jun 30, 26 | -150 | -- |
| ENVESTNET ASSET MANAGEMENT INC | -- | Jun 30, 26 | -15.43K | -- |
| Claris Financial LLC | 13.39K | Mar 31, 26 | -10 | 0.60% |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 33.67K | Jun 30, 25 | +33.67K | 1.50% |
| Lindbrook Capital, LLC | 500 | Mar 31, 25 | -- | 0.02% |
| CIC Wealth, LLC | 151.56K | Sep 30, 24 | +14.49K | 6.76% |
