| AE Wealth Management LLC | 1.63M | Sep 30, 26 | +263.52K | 9.27% |
| Tanager Wealth Management LLP | 1.26M | Sep 30, 26 | +317.25K | 7.16% |
| SMITH, MOORE & CO. | 971.10K | Sep 30, 26 | +64.64K | 5.51% |
| Focus Partners Wealth | 800.56K | Sep 30, 26 | -9.20K | 4.55% |
| SCS Capital Management LLC | 731.70K | Sep 30, 26 | +731.70K | 4.15% |
| ACCESS FINANCIAL SERVICES, INC. | 515.13K | Sep 30, 26 | +25.55K | 2.93% |
| VICTORY FINANCIAL GROUP, LLC | 411.79K | Sep 30, 26 | +22.11K | 2.34% |
| Buck Wealth Strategies, LLC | 374.84K | Sep 30, 26 | +58.66K | 2.13% |
| eCIO, Inc. | 323.68K | Sep 30, 26 | +152.28K | 1.84% |
| Warren Street Wealth Advisors, LLC | 244.22K | Sep 30, 26 | +118.24K | 1.39% |
| Cetera Investment Advisers | 198.97K | Sep 30, 26 | -25.96K | 1.13% |
| Janney Montgomery Scott LLC | 192.68K | Sep 30, 26 | +8.55K | 1.09% |
| PARTNERS WEALTH MANAGEMENT, LLC | 189.04K | Sep 30, 26 | +189.04K | 1.07% |
| Empowered Funds, LLC | 141.28K | Sep 30, 26 | -72.32K | 0.80% |
| Aptus Capital Advisors, LLC | 121.97K | Sep 30, 26 | -6.00K | 0.69% |
| Financial Guidance Group, Inc. | 121.97K | Sep 30, 26 | -6.00K | 0.69% |
| MORGAN STANLEY | 120.17K | Sep 30, 26 | -1.60K | 0.68% |
| North Forty Two & Co. | 102.52K | Sep 30, 26 | +4.60K | 0.58% |
| MIDLAND WEALTH ADVISORS, LLC | 96.09K | Sep 30, 26 | +7.51K | 0.55% |
| S&A Financial Services, Inc. | 95.37K | Sep 30, 26 | -2.30K | 0.54% |
| Mendel Money Management | 92.24K | Sep 30, 26 | +26.24K | 0.52% |
| Baird Financial Group, Inc. | 86.80K | Sep 30, 26 | +986 | 0.49% |
| COURIER CAPITAL LLC | 64.80K | Sep 30, 26 | +14.01K | 0.37% |
| Laurel Wealth Advisors LLC | 62.18K | Sep 30, 26 | +6.84K | 0.35% |
| Hobbs Group Advisors, LLC | 61.36K | Sep 30, 26 | +20.82K | 0.35% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 60.42K | Sep 30, 26 | -51 | 0.34% |
| NewEdge Advisors, LLC | 57.19K | Sep 30, 26 | -284 | 0.32% |
| Spectrum Advisors, Inc. | 54.29K | Sep 30, 26 | +7.01K | 0.31% |
| Lido Advisors, LLC | 48.80K | Sep 30, 26 | -19.13K | 0.28% |
| HighTower Advisors, LLC | 46.56K | Sep 30, 26 | +11.35K | 0.26% |
| Compass Financial Group, Inc. (Ohio) | 43.41K | Sep 30, 26 | -13.49K | 0.25% |
| Farther Finance Advisors, LLC | 39.88K | Sep 30, 26 | -3.19K | 0.23% |
| Orion Porfolio Solutions, LLC | 39.72K | Sep 30, 26 | -4.11K | 0.23% |
| WEST MICHIGAN ADVISORS, LLC | 35.08K | Sep 30, 26 | +12.65K | 0.20% |
| Geneos Wealth Management Inc. | 32.99K | Sep 30, 26 | +32.99K | 0.19% |
| Sigma Planning Corp | 31.80K | Sep 30, 26 | -2.15K | 0.18% |
| JANE STREET GROUP, LLC | 28.13K | Sep 30, 26 | +28.13K | 0.16% |
| Bulwark Capital Corp | 26.38K | Sep 30, 26 | -445 | 0.15% |
| Ashton Thomas Private Wealth, LLC | 20.99K | Sep 30, 26 | +20.99K | 0.12% |
| Dynamic Advisor Solutions LLC | 18.62K | Sep 30, 26 | -6.87K | 0.11% |
| Quantinno Capital Management LP | 17.72K | Sep 30, 26 | -307 | 0.10% |
| ZEGA Investments, LLC | 14.36K | Sep 30, 26 | -5.70K | 0.08% |
| MML INVESTORS SERVICES, LLC | 14.20K | Sep 30, 26 | -4.92K | 0.08% |
| CARY STREET PARTNERS FINANCIAL LLC | 13.91K | Sep 30, 26 | -1.80K | 0.08% |
| Global Retirement Partners, LLC | 13.68K | Sep 30, 26 | +850 | 0.08% |
| Harvest Investment Services, LLC | 13.67K | Sep 30, 26 | -709 | 0.08% |
| Diversify Advisory Services, LLC | 13.63K | Sep 30, 26 | +80 | 0.08% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 13.63K | Sep 30, 26 | +80 | 0.08% |
| RAYMOND JAMES FINANCIAL INC | 13.45K | Sep 30, 26 | -1.84K | 0.08% |
| EP Wealth Advisors, LLC | 13.43K | Sep 30, 26 | -242.69K | 0.08% |
| Valmark Advisers, Inc. | 13.38K | Sep 30, 26 | +13.38K | 0.08% |
| GatePass Capital, LLC | 13.10K | Sep 30, 26 | -- | 0.07% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 12.08K | Sep 30, 26 | -12.56K | 0.07% |
| Astoria Portfolio Advisors LLC. | 11.99K | Sep 30, 26 | +1.21K | 0.07% |
| SILVER OAK SECURITIES, INCORPORATED | 10.32K | Sep 30, 26 | +66 | 0.06% |
| Regal Investment Advisors LLC | 10.05K | Sep 30, 26 | -876 | 0.06% |
| DUTCH ASSET Corp | 10.00K | Sep 30, 26 | -- | 0.06% |
| IFP Advisors, Inc | 9.23K | Sep 30, 26 | -13.35K | 0.05% |
| Vermillion & White Wealth Management Group, LLC | 7.89K | Sep 30, 26 | -- | 0.04% |
| STIFEL FINANCIAL CORP | 7.71K | Sep 30, 26 | -2.91K | 0.04% |
| Elm3 Financial Group, LLC | 7.54K | Sep 30, 26 | +2.02K | 0.04% |
| Cambridge Investment Research Advisors, Inc. | 7.09K | Sep 30, 26 | +2.50K | 0.04% |
| OLD NATIONAL BANCORP /IN/ | 7.01K | Sep 30, 26 | +7.01K | 0.04% |
| Mutual Advisors, LLC | 6.88K | Sep 30, 26 | -1.27K | 0.04% |
| Holcombe Financial, Inc. | 6.76K | Sep 30, 26 | -- | 0.04% |
| Oasis Advisors, LLC | 6.52K | Sep 30, 26 | -16.90K | 0.04% |
| Indivisible Partners | 6.05K | Sep 30, 26 | +6.05K | 0.03% |
| COMPASS FINANCIAL MANAGEMENT LLC | 5.89K | Sep 30, 26 | -364 | 0.03% |
| LPL Financial LLC | 5.60K | Sep 30, 26 | -929 | 0.03% |
| Ellis Investment Partners, LLC | 5.50K | Sep 30, 26 | +194 | 0.03% |
| Sugar Maple Asset Management, LLC | 5.38K | Sep 30, 26 | -2.33K | 0.03% |
| OSAIC HOLDINGS, INC. | 5.37K | Sep 30, 26 | +4.15K | 0.03% |
| SUMMITPOINT CAPITAL MANAGEMENT | 5.30K | Sep 30, 26 | +73 | 0.03% |
| Formidable Asset Management, LLC | 4.62K | Sep 30, 26 | +4.62K | 0.03% |
| Measured Risk Portfolios, Inc. | 4.49K | Sep 30, 26 | -122 | 0.03% |
| Richmond Brothers, Inc. | 4.15K | Sep 30, 26 | +4.15K | 0.02% |
| Legacy Capital Group California, Inc. | 4.10K | Sep 30, 26 | -187 | 0.02% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3.14K | Sep 30, 26 | -- | 0.02% |
| Purpose Unlimited Inc. | 3.00K | Sep 30, 26 | -1.00K | 0.02% |
| Beacon Capital Management, Inc. | 2.99K | Sep 30, 26 | +861 | 0.02% |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | 2.40K | Sep 30, 26 | +2.40K | 0.01% |
| Latitude Advisors, LLC | 1.48K | Sep 30, 26 | +1.48K | 0.01% |
| Anchor Investment Management, LLC | 1.34K | Sep 30, 26 | +1.34K | 0.01% |
| ROTHSCHILD INVESTMENT LLC | 1.20K | Sep 30, 26 | -600 | 0.01% |
| IFG Advisory, LLC | 735 | Sep 30, 26 | -- | 0.00% |
| Quest 10 Wealth Builders, Inc. | 331 | Sep 30, 26 | -5 | 0.00% |
| TOUNJIAN ADVISORY PARTNERS, LLC | 270 | Sep 30, 26 | +269 | 0.00% |
| Kingdom Financial Group LLC. | 161 | Sep 30, 26 | +161 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 161 | Sep 30, 26 | -- | 0.00% |
| Signature Equity Partners, LLC | 128 | Sep 30, 26 | +2 | 0.00% |
| EVOLUTION WEALTH MANAGEMENT INC. | 114 | Sep 30, 26 | -- | 0.00% |
| Peck Wealth Management, LLC | 100 | Sep 30, 26 | -- | 0.00% |
| Rossby Financial, LCC | 59 | Sep 30, 26 | -- | 0.00% |
| Key Capital Management, INC | 51 | Sep 30, 26 | -184 | 0.00% |
| JPMORGAN CHASE & CO | 10 | Sep 30, 26 | -201 | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | -- | Sep 30, 26 | -543 | -- |
| Elevated Capital Advisors, LLC | -- | Sep 30, 26 | -76 | -- |
| Steward Partners Investment Advisory, LLC | -- | Sep 30, 26 | -213 | -- |
| Parallel Advisors, LLC | -- | Sep 30, 26 | -9 | -- |
| Legacy CG, LLC | -- | Sep 30, 26 | -10.08K | -- |
| Nemes Rush Group LLC | -- | Sep 30, 26 | -281.25K | -- |
| Wealthcare Advisory Partners LLC | -- | Sep 30, 26 | -23.04K | -- |
| CFS Investment Advisory Services, LLC | -- | Sep 30, 26 | -7.25K | -- |
| Capital Investment Counsel, LLC | -- | Sep 30, 26 | -5.16K | -- |
| BANK OF AMERICA CORP /DE/ | 2.13M | Jun 30, 26 | +127.99K | 12.10% |
| AE Wealth Management LLC | 1.37M | Jun 30, 26 | +146.99K | 7.77% |
| EP Wealth Advisors, LLC | 256.13K | Jun 30, 26 | +239.16K | 1.45% |
| Cetera Investment Advisers | 224.93K | Jun 30, 26 | +1.93K | 1.28% |
| Empowered Funds, LLC | 213.60K | Jun 30, 26 | +39.00K | 1.21% |
| GOLDMAN SACHS GROUP INC | 201.21K | Jun 30, 26 | +137.34K | 1.14% |
| MORGAN STANLEY | 121.76K | Jun 30, 26 | -61.59K | 0.69% |
| ENVESTNET ASSET MANAGEMENT INC | 105.03K | Jun 30, 26 | +15.19K | 0.60% |
| Strait & Sound Wealth Management LLC | 71.86K | Jun 30, 26 | -1.17K | 0.41% |
| NewEdge Advisors, LLC | 57.47K | Jun 30, 26 | +7.96K | 0.33% |
| Orion Porfolio Solutions, LLC | 43.83K | Jun 30, 26 | -48.97K | 0.25% |
| ROYAL BANK OF CANADA | 22.27K | Jun 30, 26 | +4.90K | 0.13% |
| MML INVESTORS SERVICES, LLC | 19.13K | Jun 30, 26 | +4.60K | 0.11% |
| Quantinno Capital Management LP | 18.03K | Jun 30, 26 | -2.94K | 0.10% |
| CITADEL ADVISORS LLC | 16.12K | Jun 30, 26 | +4.46K | 0.09% |
| RAYMOND JAMES FINANCIAL INC | 15.29K | Jun 30, 26 | -4.99K | 0.09% |
| Fairlight Advisors | 15.13K | Jun 30, 26 | +15.13K | 0.09% |
| Regal Investment Advisors LLC | 10.92K | Jun 30, 26 | +20 | 0.06% |
| Greenline Partners, LLC | 8.20K | Jun 30, 26 | +8.20K | 0.05% |
| SUMMITPOINT CAPITAL MANAGEMENT | 5.23K | Jun 30, 26 | -30 | 0.03% |
| Inspire Advisors, LLC | 5.12K | Jun 30, 26 | -878 | 0.03% |
| Waverly Advisors, LLC | 4.28K | Jun 30, 26 | -- | 0.02% |
| Purpose Unlimited Inc. | 4.00K | Jun 30, 26 | -1.27K | 0.02% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3.14K | Jun 30, 26 | +2.99K | 0.02% |
| OSAIC HOLDINGS, INC. | 1.21K | Jun 30, 26 | +24 | 0.01% |
| FIDUCIARY FINANCIAL ADVISORS | 543 | Jun 30, 26 | +543 | 0.00% |
| MPWM ADVISORY SOLUTIONS, LLC | 367 | Jun 30, 26 | -- | 0.00% |
| JPMORGAN CHASE & CO | 211 | Jun 30, 26 | +201 | 0.00% |
| WELLS FARGO & COMPANY/MN | 39 | Jun 30, 26 | -112 | 0.00% |
| Integrated Wealth Concepts LLC | 34 | Jun 30, 26 | +34 | 0.00% |
| Smart Portfolios, LLC | 65.97K | Mar 31, 26 | +3.73K | 0.37% |
| CWM, LLC | 14.80K | Mar 31, 26 | -425 | 0.08% |
| BRASS TAX WEALTH MANAGEMENT, INC | 4.28K | Sep 30, 25 | -- | 0.02% |
| Pineridge Advisors LLC | 641 | Sep 30, 25 | +7 | 0.00% |
| AVANTAX ADVISORY SERVICES, INC. | 177.59K | Jun 30, 25 | -3.22K | 1.01% |
| Exchange Capital Management, Inc. | 50.95K | Jun 30, 25 | -4.97K | 0.29% |
| Capital A Wealth Management, LLC | 201 | Jun 30, 25 | +198 | 0.00% |
| Astor Investment Management LLC | 51 | Jun 30, 25 | -230.43K | 0.00% |
| First Horizon Advisors, Inc. | -- | Jun 30, 25 | -301 | -- |
| Orion Portfolio Solutions, LLC | 192.27K | Mar 31, 25 | +11.18K | 1.09% |
| Executive Wealth Management, LLC | 322.98K | Dec 31, 24 | +7.02K | 1.83% |
| FinTrust Capital Advisors, LLC | 1.92K | Sep 30, 24 | +704 | 0.01% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 300 | Jun 30, 24 | +100 | 0.00% |
| Relative Value Partners Group, LLC | -- | Jun 30, 24 | -95.46K | -- |
| ICA Group Wealth Management, LLC | -- | Jun 30, 24 | -26 | -- |
| Connectus Wealth, LLC | 835.61K | Mar 31, 24 | -56.87K | 4.74% |
| FirstPurpose Wealth LLC | 4.96K | Mar 31, 24 | +52 | 0.03% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 5.20K | Dec 31, 23 | +5.20K | 0.03% |
| Polaris Wealth Advisory Group, LLC | 24.15K | Sep 30, 23 | -199.28K | 0.14% |
| NEIRG Wealth Management, LLC | 14.71K | Jun 30, 23 | +14.71K | 0.08% |
