| LPL Financial LLC | 30.98K | Sep 30, 26 | +30.98K | 0.25% |
| Insight Wealth Partners, LLC | 21.67K | Sep 30, 26 | -982 | 0.17% |
| JANE STREET GROUP, LLC | 21.48K | Sep 30, 26 | -2.50K | 0.17% |
| HighTower Advisors, LLC | 8.16K | Sep 30, 26 | -274 | 0.07% |
| EverSource Wealth Advisors, LLC | 7.80K | Sep 30, 26 | +7.80K | 0.06% |
| FIFTH THIRD BANCORP | 2.64K | Sep 30, 26 | +291 | 0.02% |
| JPMORGAN CHASE & CO | 1.63K | Sep 30, 26 | -6.51K | 0.01% |
| Colonial Trust Co / SC | 1.28K | Sep 30, 26 | -- | 0.01% |
| UBS Group AG | 145 | Sep 30, 26 | +145 | 0.00% |
| OSAIC HOLDINGS, INC. | 108 | Sep 30, 26 | -- | 0.00% |
| Institute for Wealth Management, LLC. | -- | Sep 30, 26 | -85 | -- |
| Vident Advisory, LLC | 162.14K | Jun 30, 26 | +87.73K | 1.31% |
| CITADEL ADVISORS LLC | 50.06K | Jun 30, 26 | +50.06K | 0.40% |
| WorthPointe, LLC | 45.50K | Jun 30, 26 | +331 | 0.37% |
| JANE STREET GROUP, LLC | 23.98K | Jun 30, 26 | -22.70K | 0.19% |
| Hyundai Investments Co., Ltd. | 15.38K | Jun 30, 26 | +5.19K | 0.12% |
| 5T Wealth, LLC | 8.31K | Jun 30, 26 | -1.51K | 0.07% |
| JPMORGAN CHASE & CO | 8.14K | Jun 30, 26 | -1.68K | 0.07% |
| Members Trust Co | 5.18K | Jun 30, 26 | +5.18K | 0.04% |
| MORGAN STANLEY | 848 | Jun 30, 26 | -1 | 0.01% |
| IMA Advisory Services, Inc. | 439 | Jun 30, 26 | +439 | 0.00% |
| OSAIC HOLDINGS, INC. | 108 | Jun 30, 26 | -- | 0.00% |
| HRT FINANCIAL LP | -- | Jun 30, 26 | -4.81K | -- |
| MAI Capital Management | -- | Jun 30, 26 | -839 | -- |
| COMERICA BANK | 1.86K | Dec 31, 25 | -94 | 0.02% |
| Cassady Schiller Wealth Management, LLC | 782 | Dec 31, 24 | -- | 0.01% |
| Vident Investment Advisory, LLC | 6.47K | Jun 30, 23 | +6.47K | 0.05% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 96 | Dec 31, 19 | -- | 0.00% |
| RONALD BLUE & CO LLC | 10.33M | Jun 30, 17 | +419.12K | 83.29% |
| MSI Financial Services Inc | 1.53K | Dec 31, 16 | +35 | 0.01% |
