| EP Wealth Advisors, LLC | 1.57M | Jun 30, 26 | +39.00K | 27.73% |
| Tanager Wealth Management LLP | 234.72K | Jun 30, 26 | +4.49K | 4.15% |
| One Capital Management, LLC | 211.09K | Jun 30, 26 | -- | 3.73% |
| Delos Wealth Advisors, LLC | 158.76K | Jun 30, 26 | +25.37K | 2.81% |
| BCGM Wealth Management, LLC | 112.51K | Jun 30, 26 | +4.58K | 1.99% |
| MML INVESTORS SERVICES, LLC | 98.94K | Jun 30, 26 | +57.02K | 1.75% |
| INCOME RESEARCH & MANAGEMENT | 97.00K | Jun 30, 26 | -3.00K | 1.71% |
| ASSETMARK, INC | 86.15K | Jun 30, 26 | +6.47K | 1.52% |
| Integrated Wealth Concepts LLC | 79.20K | Jun 30, 26 | +24.10K | 1.40% |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 78.79K | Jun 30, 26 | -- | 1.39% |
| AE Wealth Management LLC | 74.15K | Jun 30, 26 | +24.15K | 1.31% |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 49.63K | Jun 30, 26 | +39.67K | 0.88% |
| LAKE STREET FINANCIAL LLC | 48.33K | Jun 30, 26 | +5.21K | 0.85% |
| ENVESTNET ASSET MANAGEMENT INC | 47.39K | Jun 30, 26 | -784 | 0.84% |
| Balance Wealth, LLC | 47.36K | Jun 30, 26 | -5.09K | 0.84% |
| SWEENEY & MICHEL, LLC | 37.57K | Jun 30, 26 | +37.57K | 0.66% |
| STIFEL FINANCIAL CORP | 36.55K | Jun 30, 26 | -780 | 0.65% |
| Nemes Rush Group LLC | 31.90K | Jun 30, 26 | +836 | 0.56% |
| Mayflower Financial Advisors, LLC | 28.60K | Jun 30, 26 | +28.60K | 0.51% |
| CGN Advisors LLC | 27.61K | Jun 30, 26 | +1.59K | 0.49% |
| LPL Financial LLC | 25.97K | Jun 30, 26 | +25.97K | 0.46% |
| GOLDMAN SACHS GROUP INC | 24.58K | Jun 30, 26 | +24.58K | 0.43% |
| COMMONWEALTH EQUITY SERVICES, LLC | 24.35K | Jun 30, 26 | +2.35K | 0.43% |
| Farther Finance Advisors, LLC | 23.32K | Jun 30, 26 | +15.00K | 0.41% |
| VICTORY FINANCIAL GROUP, LLC | 22.87K | Jun 30, 26 | -8.52K | 0.40% |
| Buck Wealth Strategies, LLC | 22.79K | Jun 30, 26 | +10.19K | 0.40% |
| CITADEL ADVISORS LLC | 20.23K | Jun 30, 26 | +1.46K | 0.36% |
| Cetera Investment Advisers | 18.90K | Jun 30, 26 | +842 | 0.33% |
| CFS Investment Advisory Services, LLC | 17.83K | Jun 30, 26 | +16 | 0.31% |
| RAYMOND JAMES FINANCIAL INC | 15.28K | Jun 30, 26 | -2.56K | 0.27% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 13.77K | Jun 30, 26 | +13.77K | 0.24% |
| JDM Financial Group LLC | 12.38K | Jun 30, 26 | -1.98K | 0.22% |
| Gradient Investments LLC | 12.10K | Jun 30, 26 | +42 | 0.21% |
| Oasis Advisors, LLC | 11.31K | Jun 30, 26 | +11.31K | 0.20% |
| Plum Street Advisors, LLC | 9.88K | Jun 30, 26 | -926 | 0.17% |
| Bridgewater Advisors Inc. | 9.83K | Jun 30, 26 | -- | 0.17% |
| SmartHarvest Portfolios, LLC | 8.77K | Jun 30, 26 | -- | 0.15% |
| JANE STREET GROUP, LLC | 8.73K | Jun 30, 26 | -8.97K | 0.15% |
| Concurrent Investment Advisors, LLC | 8.64K | Jun 30, 26 | +3 | 0.15% |
| Impact Partnership Wealth, LLC | 8.47K | Jun 30, 26 | -350 | 0.15% |
| Benchmark Financial, LLC | 8.33K | Jun 30, 26 | +570 | 0.15% |
| ADAPT WEALTH ADVISORS, LLC | 8.17K | Jun 30, 26 | +8.17K | 0.14% |
| Patriot Financial Group Insurance Agency, LLC | 7.20K | Jun 30, 26 | -7.10K | 0.13% |
| FIDUCIENT ADVISORS LLC | 6.48K | Jun 30, 26 | +41 | 0.11% |
| Indivisible Partners | 5.99K | Jun 30, 26 | -774 | 0.11% |
| EVOLUTION WEALTH MANAGEMENT INC. | 5.89K | Jun 30, 26 | +5.89K | 0.10% |
| Guild Investment Management, Inc. | 5.50K | Jun 30, 26 | -- | 0.10% |
| JPMORGAN CHASE & CO | 4.69K | Jun 30, 26 | -3.81K | 0.08% |
| HRT FINANCIAL LP | 4.51K | Jun 30, 26 | +4.51K | 0.08% |
| Kestra Advisory Services, LLC | 4.42K | Jun 30, 26 | +25 | 0.08% |
| Inspire Advisors, LLC | 4.39K | Jun 30, 26 | -9.48K | 0.08% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 4.37K | Jun 30, 26 | +4.37K | 0.08% |
| BlackRock, Inc. | 1.65K | Jun 30, 26 | -5.09K | 0.03% |
| Innovative Asset Advisors Group, LLC | 1.17K | Jun 30, 26 | +1.17K | 0.02% |
| RICHARDSON FINANCIAL SERVICES INC. | 908 | Jun 30, 26 | -233 | 0.02% |
| Capital Investment Advisory Services, LLC | 660 | Jun 30, 26 | -- | 0.01% |
| Sunrise Financial Services, LLC | 595 | Jun 30, 26 | -- | 0.01% |
| 1620 INVESTMENT ADVISORS, INC. | 423 | Jun 30, 26 | +368 | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 166 | Jun 30, 26 | +166 | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 57 | Jun 30, 26 | +57 | 0.00% |
| Baer Investment Advisory LLC | -- | Jun 30, 26 | -31.39K | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -1 | -- |
| CATALYST FINANCIAL PARTNERS LLC | -- | Jun 30, 26 | -7.18K | -- |
| Brinker Capital Investments, LLC | -- | Jun 30, 26 | -12.52K | -- |
| Ameritas Advisory Services, LLC | -- | Jun 30, 26 | -538 | -- |
| FLOW TRADERS U.S. LLC | -- | Jun 30, 26 | -10.82K | -- |
| UBS Group AG | -- | Jun 30, 26 | -114 | -- |
| CWM, LLC | 372.75K | Mar 31, 26 | +20.38K | 6.59% |
| Pineridge Advisors LLC | 48.47K | Sep 30, 25 | +48.47K | 0.86% |
| FULLCIRCLE WEALTH LLC | 6.10K | Sep 30, 25 | -3.50K | 0.11% |
| Orion Portfolio Solutions, LLC | 10.92K | Mar 31, 25 | +1.72K | 0.19% |
| Atlas Financial Advisors, Inc. | 6.59K | Dec 31, 24 | +6.59K | 0.12% |