| Seneca Financial Advisors LLC | 17.73K | Sep 30, 26 | -686 | 0.52% |
| KINGSWOOD WEALTH ADVISORS, LLC | 16.09K | Sep 30, 26 | +9 | 0.47% |
| TRUIST FINANCIAL CORP | 13.56K | Sep 30, 26 | -195 | 0.40% |
| Quest 10 Wealth Builders, Inc. | 5.04K | Sep 30, 26 | -26 | 0.15% |
| B.O.S.S. Retirement Advisors, LLC | 4.78K | Sep 30, 26 | -886 | 0.14% |
| Cambridge Investment Research Advisors, Inc. | 3.60K | Sep 30, 26 | +5 | 0.11% |
| Kestra Advisory Services, LLC | 3.51K | Sep 30, 26 | +193 | 0.10% |
| Richardson Capital Management LLC | 3.09K | Sep 30, 26 | -- | 0.09% |
| Key FInancial Inc | 2.33K | Sep 30, 26 | -- | 0.07% |
| Lloyd Advisory Services, LLC. | 2.08K | Sep 30, 26 | +188 | 0.06% |
| Raleigh Capital Management Inc. | 1.66K | Sep 30, 26 | +36 | 0.05% |
| COMPASS FINANCIAL MANAGEMENT LLC | 1.33K | Sep 30, 26 | -315 | 0.04% |
| Accordant Advisory Group Inc | 629 | Sep 30, 26 | -2.36K | 0.02% |
| EVOLUTION WEALTH MANAGEMENT INC. | 72 | Sep 30, 26 | +72 | 0.00% |
| CoreCap Advisors, LLC | -- | Sep 30, 26 | -22 | -- |
| Centennial Advisors, LLC | -- | Sep 30, 26 | -2.52K | -- |
| Cornerstone Planning Group LLC | -- | Sep 30, 26 | -948 | -- |
| AdvisorNet Financial, Inc | -- | Sep 30, 26 | -145 | -- |
| AE Wealth Management LLC | 246.74K | Jun 30, 26 | -8.08K | 7.26% |
| LPL Financial LLC | 130.84K | Jun 30, 26 | +133 | 3.85% |
| Kingsview Wealth Management, LLC | 118.64K | Jun 30, 26 | +118.64K | 3.49% |
| BANK OF AMERICA CORP /DE/ | 116.22K | Jun 30, 26 | +27.74K | 3.42% |
| MORGAN STANLEY | 111.61K | Jun 30, 26 | -7.03K | 3.28% |
| STATE STREET CORP | 87.60K | Jun 30, 26 | -- | 2.58% |
| Corient Private Wealth LP | 50.58K | Jun 30, 26 | -374 | 1.49% |
| RAYMOND JAMES FINANCIAL INC | 49.33K | Jun 30, 26 | +7.67K | 1.45% |
| AMERIPRISE FINANCIAL INC | 38.09K | Jun 30, 26 | -599 | 1.12% |
| Wealthspire Advisors, LLC | 35.59K | Jun 30, 26 | -- | 1.05% |
| ROYAL BANK OF CANADA | 29.43K | Jun 30, 26 | -1.33K | 0.87% |
| Mariner, LLC | 29.02K | Jun 30, 26 | -1.11K | 0.85% |
| CITIGROUP INC | 25.06K | Jun 30, 26 | +9.16K | 0.74% |
| CAPTRUST FINANCIAL ADVISORS | 19.72K | Jun 30, 26 | +31 | 0.58% |
| ENVESTNET ASSET MANAGEMENT INC | 15.19K | Jun 30, 26 | +24 | 0.45% |
| Key Capital Management, INC | 13.45K | Jun 30, 26 | +1.41K | 0.40% |
| AQR CAPITAL MANAGEMENT LLC | 12.37K | Jun 30, 26 | -168 | 0.36% |
| BROWN BROTHERS HARRIMAN & CO | 8.74K | Jun 30, 26 | -- | 0.26% |
| Compagnie Lombard Odier SCmA | 6.29K | Jun 30, 26 | -585 | 0.18% |
| GOLDMAN SACHS GROUP INC | 5.88K | Jun 30, 26 | +5.88K | 0.17% |
| OSAIC HOLDINGS, INC. | 5.45K | Jun 30, 26 | +2.38K | 0.16% |
| Quest 10 Wealth Builders, Inc. | 5.07K | Jun 30, 26 | -88 | 0.15% |
| Cetera Investment Advisers | 4.80K | Jun 30, 26 | -355 | 0.14% |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 4.76K | Jun 30, 26 | -76 | 0.14% |
| Allie Family Office LLC | 4.46K | Jun 30, 26 | -- | 0.13% |
| BUCKHEAD CAPITAL MANAGEMENT LLC | 4.19K | Jun 30, 26 | +1 | 0.12% |
| CIBC Bancorp USA Inc. | 4.00K | Jun 30, 26 | -- | 0.12% |
| UBS Group AG | 3.69K | Jun 30, 26 | -2.00K | 0.11% |
| Cambridge Investment Research Advisors, Inc. | 3.59K | Jun 30, 26 | -- | 0.11% |
| Kestra Advisory Services, LLC | 3.31K | Jun 30, 26 | -152 | 0.10% |
| WELLS FARGO & COMPANY/MN | 3.23K | Jun 30, 26 | +3.23K | 0.10% |
| Janney Montgomery Scott LLC | 3.14K | Jun 30, 26 | -- | 0.09% |
| Rockefeller Capital Management L.P. | 3.01K | Jun 30, 26 | -11 | 0.09% |
| Private Advisor Group, LLC | 2.87K | Jun 30, 26 | +30 | 0.08% |
| Kingdom Financial Group LLC. | 2.81K | Jun 30, 26 | +39 | 0.08% |
| FLP Wealth Management, LLC | 2.75K | Jun 30, 26 | +2.75K | 0.08% |
| STIFEL FINANCIAL CORP | 2.64K | Jun 30, 26 | +21 | 0.08% |
| Larson Financial Group LLC | 2.36K | Jun 30, 26 | +30 | 0.07% |
| Key FInancial Inc | 2.33K | Jun 30, 26 | -- | 0.07% |
| Lloyd Advisory Services, LLC. | 1.89K | Jun 30, 26 | -880 | 0.06% |
| BARCLAYS PLC | 1.88K | Jun 30, 26 | -- | 0.06% |
| FMR LLC | 1.83K | Jun 30, 26 | +927 | 0.05% |
| BFC Planning, Inc. | 1.56K | Jun 30, 26 | -- | 0.05% |
| JONES FINANCIAL COMPANIES LLLP | 1.50K | Jun 30, 26 | -117 | 0.04% |
| Ameritas Advisory Services, LLC | 1.44K | Jun 30, 26 | +1.44K | 0.04% |
| FIFTH THIRD BANCORP | 789 | Jun 30, 26 | -11 | 0.02% |
| BlackRock, Inc. | 590 | Jun 30, 26 | -- | 0.02% |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | 521 | Jun 30, 26 | -876 | 0.02% |
| Steward Partners Investment Advisory, LLC | 414 | Jun 30, 26 | -- | 0.01% |
| Federation des caisses Desjardins du Quebec | 300 | Jun 30, 26 | -- | 0.01% |
| Montgomery Financial Services LLC | 244 | Jun 30, 26 | +244 | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 232 | Jun 30, 26 | +232 | 0.01% |
| Networth Advisors, LLC | 229 | Jun 30, 26 | +6 | 0.01% |
| Tidemark, LLC | 223 | Jun 30, 26 | -- | 0.01% |
| Integrated Wealth Concepts LLC | 220 | Jun 30, 26 | +220 | 0.01% |
| BLAIR WILLIAM & CO/IL | 200 | Jun 30, 26 | -- | 0.01% |
| TOUNJIAN ADVISORY PARTNERS, LLC | 159 | Jun 30, 26 | +159 | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 144 | Jun 30, 26 | -- | 0.00% |
| Geneos Wealth Management Inc. | 129 | Jun 30, 26 | +3 | 0.00% |
| FAS Wealth Partners, Inc. | 121 | Jun 30, 26 | +1 | 0.00% |
| JPMORGAN CHASE & CO | 84 | Jun 30, 26 | -- | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 56 | Jun 30, 26 | -- | 0.00% |
| Aptus Capital Advisors, LLC | 22 | Jun 30, 26 | +22 | 0.00% |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -225 | -- |
| NewEdge Advisors, LLC | -- | Jun 30, 26 | -4 | -- |
| Crews Bank & Trust | -- | Jun 30, 26 | -1.84K | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -19.37K | -- |
| GLENMEDE TRUST CO NA | -- | Jun 30, 26 | -2.18K | -- |
| WealthShield Partners, LLC | -- | Jun 30, 26 | -19.16K | -- |
| Ascentis Independent Advisors | -- | Jun 30, 26 | -9.40K | -- |
| KKM Financial LLC | -- | Jun 30, 26 | -55.15K | -- |
| GTS SECURITIES LLC | -- | Jun 30, 26 | -58.80K | -- |
| Medallion Wealth Advisors, LLC | -- | Jun 30, 26 | -100 | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -585 | -- |
| CWM, LLC | 965 | Mar 31, 26 | -- | 0.03% |
| CIBC Private Wealth Group LLC | 4.00K | Dec 31, 25 | -- | 0.12% |
| COMERICA BANK | 824 | Dec 31, 25 | -- | 0.02% |
| New Millennium Group LLC | 26 | Dec 31, 25 | -- | 0.00% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -94 | -- |
| Vantage Financial Partners, LLC | -- | Dec 31, 25 | -5.09K | -- |
| Pineridge Advisors LLC | 316 | Sep 30, 25 | -98 | 0.01% |
| Guerra Advisors Inc | 50 | Sep 30, 25 | +50 | 0.00% |
| Savoie Capital LLC | 74.19K | Jun 30, 25 | -- | 2.18% |
| AVANTAX ADVISORY SERVICES, INC. | 8.34K | Jun 30, 25 | -350 | 0.25% |
| Householder Group Estate & Retirement Specialist, LLC | 352 | Dec 31, 24 | +4 | 0.01% |
| Raymond James Financial Services Advisors, Inc. | 15.15K | Sep 30, 24 | +3.87K | 0.45% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 2.35K | Jun 30, 24 | -- | 0.07% |
| BlackRock Inc. | 947 | Jun 30, 24 | -117 | 0.03% |
| Mango Investments LLC | 74.19K | Mar 31, 24 | -- | 2.18% |
| Retirement Group, LLC | 477 | Mar 31, 24 | -92 | 0.01% |
| Intercontinental Wealth Advisors, LLC | 88.40K | Jun 30, 23 | +522 | 2.60% |
| Quantitative Advantage, LLC | 27.76K | Mar 31, 23 | +6.05K | 0.82% |
| Ahrens Investment Partners LLC | 150 | Mar 31, 23 | +150 | 0.00% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 27 | Dec 31, 22 | +27 | 0.00% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 9.51K | Jun 30, 22 | -- | 0.28% |
| Lenox Wealth Advisors, LLC | 35.00K | Mar 31, 22 | -- | 1.03% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 22.37K | Sep 30, 21 | +1.20K | 0.66% |
| Harborview Advisors, LLC | -- | Sep 30, 21 | -5.74K | -- |
| FormulaFolio Investments, LLC | 1.08K | Jun 30, 21 | -- | 0.03% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 9.29K | Dec 31, 19 | -9.70K | 0.27% |
| Advisor Group, Inc. | 3.25K | Dec 31, 19 | +1.14K | 0.10% |
| BB&T SECURITIES, LLC | 6.57K | Sep 30, 19 | +6.57K | 0.19% |
| Commonwealth Equity Services, Inc | 18.36K | Jun 30, 17 | -1.29K | 0.54% |
| Integrated Wealth Management | 4.05K | Mar 31, 17 | -- | 0.12% |
| MSI Financial Services Inc | 6.65K | Dec 31, 16 | +2.94K | 0.20% |
| NEW ENGLAND SECURITIES CORP /MA/ | 403 | Dec 31, 14 | -- | 0.01% |
| UBS AG | 1.50K | Sep 30, 14 | +1.50K | 0.04% |
