| UBS Group AG | 1.86M | Jun 30, 26 | +12.93K | 5.97% |
| DKM Wealth Management, Inc. | 957.77K | Jun 30, 26 | -6.80K | 3.08% |
| STIFEL FINANCIAL CORP | 837.05K | Jun 30, 26 | +63.67K | 2.69% |
| MORGAN STANLEY | 771.89K | Jun 30, 26 | +49.70K | 2.48% |
| Atlas Wealth LLC | 710.89K | Jun 30, 26 | +710.89K | 2.29% |
| RAYMOND JAMES FINANCIAL INC | 705.60K | Jun 30, 26 | +78.69K | 2.27% |
| Advisors Asset Management, Inc. | 567.96K | Jun 30, 26 | -24.59K | 1.83% |
| Kera Capital Partners, Inc. | 481.19K | Jun 30, 26 | +27.85K | 1.55% |
| ROYAL BANK OF CANADA | 462.54K | Jun 30, 26 | +14.59K | 1.49% |
| WELLS FARGO & COMPANY/MN | 427.43K | Jun 30, 26 | -56.38K | 1.38% |
| LPL Financial LLC | 325.66K | Jun 30, 26 | +21.93K | 1.05% |
| Rockefeller Capital Management L.P. | 161.09K | Jun 30, 26 | +4.04K | 0.52% |
| Sanctuary Advisors, LLC | 139.47K | Jun 30, 26 | +10.99K | 0.45% |
| Private Advisor Group, LLC | 121.02K | Jun 30, 26 | +5.25K | 0.39% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 120.62K | Jun 30, 26 | +47.40K | 0.39% |
| Hennion & Walsh Asset Management, Inc. | 104.91K | Jun 30, 26 | +2.56K | 0.34% |
| Thomas J. Herzfeld Advisors, Inc. | 80.48K | Jun 30, 26 | +10.98K | 0.26% |
| Alessandra Capital Management, LLC | 79.01K | Jun 30, 26 | -3.64K | 0.25% |
| EVOLVE PRIVATE WEALTH, LLC | 77.96K | Jun 30, 26 | -5.89K | 0.25% |
| Invesco Ltd. | 77.63K | Jun 30, 26 | -1.66K | 0.25% |
| Concurrent Investment Advisors, LLC | 71.54K | Jun 30, 26 | -20.51K | 0.23% |
| Janney Montgomery Scott LLC | 69.63K | Jun 30, 26 | +8.62K | 0.22% |
| D.A. DAVIDSON & CO. | 69.24K | Jun 30, 26 | +63 | 0.22% |
| Kestra Advisory Services, LLC | 67.41K | Jun 30, 26 | -1.32K | 0.22% |
| ADVISOR GROUP HOLDINGS, INC. | 56.22K | Jun 30, 26 | +9.64K | 0.18% |
| FINANCIAL MANAGEMENT NETWORK INC | 48.38K | Jun 30, 26 | +4.21K | 0.16% |
| PMG Family Office LLC | 48.09K | Jun 30, 26 | +415 | 0.15% |
| Dakota Wealth Management | 46.98K | Jun 30, 26 | -245 | 0.15% |
| WEDBUSH SECURITIES INC | 42.54K | Jun 30, 26 | +2.45K | 0.14% |
| Cambridge Investment Research Advisors, Inc. | 38.34K | Jun 30, 26 | -15 | 0.12% |
| Advisory Advocates, LLC | 34.47K | Jun 30, 26 | +4.85K | 0.11% |
| Closed-End Fund Advisors, Inc. | 34.34K | Jun 30, 26 | -1.53K | 0.11% |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 26.55K | Jun 30, 26 | -1.48K | 0.09% |
| Steward Partners Investment Advisory, LLC | 24.92K | Jun 30, 26 | -2.23K | 0.08% |
| OPPENHEIMER & CO INC | 23.21K | Jun 30, 26 | -4.95K | 0.07% |
| FIFTH THIRD BANCORP | 21.30K | Jun 30, 26 | -- | 0.07% |
| DAVENPORT & Co LLC | 19.64K | Jun 30, 26 | +1.39K | 0.06% |
| NewEdge Advisors, LLC | 16.51K | Jun 30, 26 | +1.25K | 0.05% |
| BROWN ADVISORY INC | 13.72K | Jun 30, 26 | -- | 0.04% |
| HICKS CAPITAL MANAGEMENT LLC | 12.86K | Jun 30, 26 | -- | 0.04% |
| Allegheny Financial Group LTD | 12.55K | Jun 30, 26 | +12.55K | 0.04% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 12.52K | Jun 30, 26 | -1.90K | 0.04% |
| LaSalle St. Investment Advisors, LLC | 12.21K | Jun 30, 26 | +315 | 0.04% |
| BROWN BROTHERS HARRIMAN & CO | 12.02K | Jun 30, 26 | -- | 0.04% |
| Beacon Pointe Advisors, LLC | 11.50K | Jun 30, 26 | +11.50K | 0.04% |
| Cetera Investment Advisers | 11.04K | Jun 30, 26 | +876 | 0.04% |
| Prosperity Consulting Group, LLC | 10.00K | Jun 30, 26 | -- | 0.03% |
| TRUIST FINANCIAL CORP | 9.50K | Jun 30, 26 | +9.50K | 0.03% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 6.75K | Jun 30, 26 | -2.46K | 0.02% |
| US BANCORP \DE\ | 5.00K | Jun 30, 26 | +5.00K | 0.02% |
| WEBSTER BANK, N. A. | 3.00K | Jun 30, 26 | -- | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.68K | Jun 30, 26 | -- | 0.01% |
| SOA Wealth Advisors, LLC. | 1.73K | Jun 30, 26 | +24 | 0.01% |
| Clark Wealth Partners | 660 | Jun 30, 26 | -- | 0.00% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 600 | Jun 30, 26 | +400 | 0.00% |
| WHITTIER TRUST CO | 500 | Jun 30, 26 | -- | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | -- | Jun 30, 26 | -150 | -- |
| Shaker Financial Services, LLC | -- | Jun 30, 26 | -11.62K | -- |
| WOLVERINE ASSET MANAGEMENT LLC | -- | Jun 30, 26 | -28.66K | -- |
| COMERICA BANK | 24.20K | Dec 31, 25 | +600 | 0.08% |
| Lokken Investment Group LLC | 46.51K | Sep 30, 25 | +2.59K | 0.15% |
| RAYMOND JAMES & ASSOCIATES | 551.52K | Sep 30, 24 | +222.08K | 1.77% |
| Raymond James Financial Services Advisors, Inc. | 80.40K | Sep 30, 24 | +16.67K | 0.26% |
| RAYMOND JAMES TRUST N.A. | 10.93K | Sep 30, 24 | -1.59K | 0.04% |
| Flow State Investments, L.P. | -- | Sep 30, 24 | -10.63K | -- |
| Ahrens Investment Partners LLC | 7.30K | Mar 31, 23 | +7.30K | 0.02% |
| Hightower 6M Holding, LLC | 33.23K | Sep 30, 22 | +21.32K | 0.11% |
| 6 Meridian | 38.28K | Dec 31, 21 | +38.28K | 0.12% |