| LPL Financial LLC | 106.14K | Sep 30, 26 | +31.71K | 4.20% |
| McGuire Investment Group, LLC | 67.27K | Sep 30, 26 | +776 | 2.66% |
| RAYMOND JAMES FINANCIAL INC | 57.05K | Sep 30, 26 | -211 | 2.25% |
| UBS Group AG | 53.22K | Sep 30, 26 | +14.21K | 2.10% |
| BNP PARIBAS FINANCIAL MARKETS | 39.77K | Sep 30, 26 | +20.07K | 1.57% |
| IEQ CAPITAL, LLC | 20.89K | Sep 30, 26 | +49 | 0.83% |
| THRIVENT FINANCIAL FOR LUTHERANS | 17.53K | Sep 30, 26 | +17.53K | 0.69% |
| CreativeOne Wealth, LLC | 15.63K | Sep 30, 26 | +15.63K | 0.62% |
| HighTower Advisors, LLC | 13.53K | Sep 30, 26 | -398 | 0.53% |
| Performa Ltd (US), LLC | 12.50K | Sep 30, 26 | -9.50K | 0.49% |
| JPMORGAN CHASE & CO | 11.63K | Sep 30, 26 | -30.73K | 0.46% |
| COMPASS FINANCIAL MANAGEMENT LLC | 10.69K | Sep 30, 26 | +7.25K | 0.42% |
| Arax Advisory Partners | 10.36K | Sep 30, 26 | +81 | 0.41% |
| OSAIC HOLDINGS, INC. | 9.22K | Sep 30, 26 | -892 | 0.36% |
| Kestra Advisory Services, LLC | 4.44K | Sep 30, 26 | +175 | 0.18% |
| GeoWealth Management, LLC | 3.80K | Sep 30, 26 | +3.80K | 0.15% |
| High Point Wealth Management, LLC | 3.73K | Sep 30, 26 | +345 | 0.15% |
| COMPOSITION WEALTH, LLC | 3.11K | Sep 30, 26 | -959 | 0.12% |
| MAI Capital Management | 2.75K | Sep 30, 26 | +7 | 0.11% |
| Bank Julius Baer & Co. Ltd, Zurich | 2.73K | Sep 30, 26 | +1.37K | 0.11% |
| Sharper & Granite LLC | 2.71K | Sep 30, 26 | +140 | 0.11% |
| Disciplined Investors, L.L.C. | 2.46K | Sep 30, 26 | -- | 0.10% |
| Creative Planning | 2.24K | Sep 30, 26 | -1 | 0.09% |
| KINGSWOOD WEALTH ADVISORS, LLC | 2.18K | Sep 30, 26 | -114 | 0.09% |
| Greenspring Advisors, LLC | 2.01K | Sep 30, 26 | -- | 0.08% |
| RIVERBRIDGE PARTNERS LLC | 1.95K | Sep 30, 26 | +1.95K | 0.08% |
| WARNER FINANCIAL, INC | 1.92K | Sep 30, 26 | -- | 0.08% |
| MWA Asset Management | 1.89K | Sep 30, 26 | +165 | 0.07% |
| RETIREMENT INCOME SOLUTIONS, INC | 1.70K | Sep 30, 26 | -- | 0.07% |
| Almanack Investment Partners, LLC. | 1.68K | Sep 30, 26 | +1.68K | 0.07% |
| Lynx Investment Advisory | 1.60K | Sep 30, 26 | +111 | 0.06% |
| Concord Wealth Partners | 1.57K | Sep 30, 26 | +119 | 0.06% |
| Concord Asset Management, LLC/VA | 1.55K | Sep 30, 26 | +97 | 0.06% |
| GENEVA CAPITAL MANAGEMENT LLC | 1.47K | Sep 30, 26 | +1.47K | 0.06% |
| Allspring Global Investments Holdings, LLC | 1.38K | Sep 30, 26 | +1.38K | 0.05% |
| Private Advisor Group, LLC | 1.36K | Sep 30, 26 | +1.36K | 0.05% |
| Focus Partners Wealth | 1.30K | Sep 30, 26 | -16 | 0.05% |
| CITIGROUP INC | 1.30K | Sep 30, 26 | -310 | 0.05% |
| STEPHENS INC /AR/ | 1.20K | Sep 30, 26 | -- | 0.05% |
| PINCUS CAPITAL MANAGEMENT, LP | 1.15K | Sep 30, 26 | +1.15K | 0.05% |
| Cambridge Investment Research Advisors, Inc. | 1.14K | Sep 30, 26 | -83 | 0.05% |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.14K | Sep 30, 26 | +1.14K | 0.05% |
| Janney Montgomery Scott LLC | 1.14K | Sep 30, 26 | +1.14K | 0.05% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 1.11K | Sep 30, 26 | -180 | 0.04% |
| VestGen Advisors, LLC | 1.07K | Sep 30, 26 | -2.03K | 0.04% |
| Aberdeen Group plc | 1.05K | Sep 30, 26 | +1.05K | 0.04% |
| GGM Financial LLC | 874 | Sep 30, 26 | -185 | 0.03% |
| LOWE BROCKENBROUGH & CO INC | 842 | Sep 30, 26 | -- | 0.03% |
| WestEnd Advisors, LLC | 809 | Sep 30, 26 | +809 | 0.03% |
| TD PRIVATE CLIENT WEALTH LLC | 776 | Sep 30, 26 | -- | 0.03% |
| Atlantic Union Bankshares Corp | 673 | Sep 30, 26 | -- | 0.03% |
| Global Retirement Partners, LLC | 664 | Sep 30, 26 | +664 | 0.03% |
| FIFTH THIRD BANCORP | 656 | Sep 30, 26 | +181 | 0.03% |
| Ramirez Asset Management, Inc. | 600 | Sep 30, 26 | -- | 0.02% |
| HUNTINGTON NATIONAL BANK | 591 | Sep 30, 26 | -1 | 0.02% |
| Mondrian Investment Partners LTD | 563 | Sep 30, 26 | +553 | 0.02% |
| FMR LLC | 515 | Sep 30, 26 | -252 | 0.02% |
| Canton Hathaway, LLC | 423 | Sep 30, 26 | -- | 0.02% |
| NATIXIS | 390 | Sep 30, 26 | -- | 0.02% |
| Quantum Portfolio Management LLC | 375 | Sep 30, 26 | -- | 0.01% |
| SIMPLEX TRADING, LLC | 305 | Sep 30, 26 | +149 | 0.01% |
| Parallel Advisors, LLC | 240 | Sep 30, 26 | -- | 0.01% |
| Miller Capital Partners, Inc. | 225 | Sep 30, 26 | -- | 0.01% |
| FRANKLIN TEMPLETON INC | 200 | Sep 30, 26 | +200 | 0.01% |
| WHITTIER TRUST CO | 177 | Sep 30, 26 | -- | 0.01% |
| VICTORY CAPITAL MANAGEMENT INC | 150 | Sep 30, 26 | +85 | 0.01% |
| Tidemark, LLC | 120 | Sep 30, 26 | -- | 0.00% |
| BOLTON SECURITIES CORPORATION | 115 | Sep 30, 26 | -- | 0.00% |
| Sherman Asset Management, Inc. | 113 | Sep 30, 26 | -5 | 0.00% |
| BLAIR WILLIAM & CO/IL | 100 | Sep 30, 26 | -- | 0.00% |
| NBH Bank | 90 | Sep 30, 26 | -- | 0.00% |
| Nemes Rush Group LLC | 62 | Sep 30, 26 | -- | 0.00% |
| BANK OF MONTREAL /CAN/ | 60 | Sep 30, 26 | -- | 0.00% |
| Bogart Wealth, LLC | 55 | Sep 30, 26 | -- | 0.00% |
| Capital Investment Advisory Services, LLC | 54 | Sep 30, 26 | +54 | 0.00% |
| US BANCORP \DE\ | 52 | Sep 30, 26 | -- | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 50 | Sep 30, 26 | +25 | 0.00% |
| Cassaday & Co Wealth Management LLC | 50 | Sep 30, 26 | -- | 0.00% |
| Silvant Capital Management LLC | 35 | Sep 30, 26 | +35 | 0.00% |
| Joseph Group Capital Management | 33 | Sep 30, 26 | +33 | 0.00% |
| LANARK FINANCIAL, INC. | 32 | Sep 30, 26 | -- | 0.00% |
| Rossby Financial, LCC | 30 | Sep 30, 26 | +30 | 0.00% |
| Glass Jacobson Investment Advisors llc | 10 | Sep 30, 26 | -- | 0.00% |
| CULLEN/FROST BANKERS, INC. | 6 | Sep 30, 26 | -- | 0.00% |
| Golden State Wealth Management, LLC | 2 | Sep 30, 26 | -- | 0.00% |
| Ascentis Wealth Management, LLC | 1 | Sep 30, 26 | +1 | 0.00% |
| Copeland Capital Management, LLC | -- | Sep 30, 26 | -95 | -- |
| AdvisorNet Financial, Inc | -- | Sep 30, 26 | -464 | -- |
| STIFEL FINANCIAL CORP | -- | Sep 30, 26 | -11.39K | -- |
| AMICA MUTUAL INSURANCE CO | -- | Sep 30, 26 | -3.02K | -- |
| Belvedere Trading LLC | -- | Sep 30, 26 | -423 | -- |
| TUCKER ASSET MANAGEMENT LLC | -- | Sep 30, 26 | -70 | -- |
| Vertex Investment Solutions Co., Ltd. | -- | Sep 30, 26 | -1.80K | -- |
| Spire Wealth Management | -- | Sep 30, 26 | -33 | -- |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | -- | Sep 30, 26 | -112 | -- |
| Wealth Enhancement Trust Services, Inc. | -- | Sep 30, 26 | -4.28K | -- |
| JANE STREET GROUP, LLC | -- | Sep 30, 26 | -2.93K | -- |
| MORGAN STANLEY | 272.87K | Jun 30, 26 | +28.43K | 10.79% |
| Kingsview Wealth Management, LLC | 108.90K | Jun 30, 26 | +1.71K | 4.30% |
| WELLS FARGO & COMPANY/MN | 65.75K | Jun 30, 26 | +42.29K | 2.60% |
| RAYMOND JAMES FINANCIAL INC | 57.26K | Jun 30, 26 | +29.69K | 2.26% |
| BANK OF AMERICA CORP /DE/ | 43.39K | Jun 30, 26 | -22.05K | 1.71% |
| JPMORGAN CHASE & CO | 42.36K | Jun 30, 26 | +30.45K | 1.67% |
| UBS Group AG | 39.02K | Jun 30, 26 | -1.93K | 1.54% |
| GOLDMAN SACHS GROUP INC | 27.25K | Jun 30, 26 | +16.98K | 1.08% |
| ROYAL BANK OF CANADA | 25.12K | Jun 30, 26 | +562 | 0.99% |
| IEQ CAPITAL, LLC | 20.84K | Jun 30, 26 | -- | 0.82% |
| BNP PARIBAS FINANCIAL MARKETS | 19.70K | Jun 30, 26 | +9.78K | 0.78% |
| Rockefeller Capital Management L.P. | 14.62K | Jun 30, 26 | +1.85K | 0.58% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12.77K | Jun 30, 26 | +10.23K | 0.50% |
| Tower Research Capital LLC (TRC) | 11.90K | Jun 30, 26 | +11.90K | 0.47% |
| STIFEL FINANCIAL CORP | 11.39K | Jun 30, 26 | -2.17K | 0.45% |
| Arax Advisory Partners | 10.27K | Jun 30, 26 | +3.58K | 0.41% |
| OSAIC HOLDINGS, INC. | 10.11K | Jun 30, 26 | +1.99K | 0.40% |
| MML INVESTORS SERVICES, LLC | 8.96K | Jun 30, 26 | -6.54K | 0.35% |
| Corient Private Wealth LP | 8.78K | Jun 30, 26 | -763 | 0.35% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8.00K | Jun 30, 26 | -- | 0.32% |
| ENVESTNET ASSET MANAGEMENT INC | 5.76K | Jun 30, 26 | -4.26K | 0.23% |
| HARDING LOEVNER LP | 5.61K | Jun 30, 26 | +5.61K | 0.22% |
| Bawa N Mallick Trust | 4.68K | Jun 30, 26 | +520 | 0.18% |
| HRT FINANCIAL LP | 4.35K | Jun 30, 26 | +4.35K | 0.17% |
| Cetera Investment Advisers | 4.25K | Jun 30, 26 | +554 | 0.17% |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | 4.13K | Jun 30, 26 | +2.46K | 0.16% |
| Steward Partners Investment Advisory, LLC | 4.06K | Jun 30, 26 | +220 | 0.16% |
| JANE STREET GROUP, LLC | 2.93K | Jun 30, 26 | -7.38K | 0.12% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.87K | Jun 30, 26 | +2.06K | 0.11% |
| AMERIPRISE FINANCIAL INC | 2.82K | Jun 30, 26 | -1.09K | 0.11% |
| MAI Capital Management | 2.75K | Jun 30, 26 | -3 | 0.11% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2.58K | Jun 30, 26 | +2.58K | 0.10% |
| Disciplined Investors, L.L.C. | 2.46K | Jun 30, 26 | +2.46K | 0.10% |
| EFG International AG | 2.40K | Jun 30, 26 | +2.40K | 0.10% |
| JONES FINANCIAL COMPANIES LLLP | 2.28K | Jun 30, 26 | +256 | 0.09% |
| V2 Financial group LLC | 2.10K | Jun 30, 26 | +200 | 0.08% |
| MWA Asset Management | 1.72K | Jun 30, 26 | +109 | 0.07% |
| IHT Wealth Management, LLC | 1.71K | Jun 30, 26 | -1.17K | 0.07% |
| GSA CAPITAL PARTNERS LLP | 1.64K | Jun 30, 26 | +1.64K | 0.06% |
| Arkadios Wealth Advisors | 1.53K | Jun 30, 26 | -- | 0.06% |
| AQR CAPITAL MANAGEMENT LLC | 1.31K | Jun 30, 26 | +1.31K | 0.05% |
| BFC Planning, Inc. | 1.30K | Jun 30, 26 | -- | 0.05% |
| BlackRock, Inc. | 1.13K | Jun 30, 26 | -4 | 0.04% |
| Atlantic Union Bankshares Corp | 673 | Jun 30, 26 | -- | 0.03% |
| Integrated Wealth Concepts LLC | 604 | Jun 30, 26 | +604 | 0.02% |
| Ramirez Asset Management, Inc. | 600 | Jun 30, 26 | -- | 0.02% |
| Quantum Portfolio Management LLC | 375 | Jun 30, 26 | +375 | 0.01% |
| Miller Capital Partners, Inc. | 225 | Jun 30, 26 | -- | 0.01% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 208 | Jun 30, 26 | -826 | 0.01% |
| NATIONAL BANK OF CANADA /FI/ | 200 | Jun 30, 26 | -- | 0.01% |
| LAZARD ASSET MANAGEMENT LLC | 167 | Jun 30, 26 | +167 | 0.01% |
| Regatta Research & Money Management | 161 | Jun 30, 26 | +161 | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 139 | Jun 30, 26 | +139 | 0.01% |
| NewEdge Advisors, LLC | 100 | Jun 30, 26 | -- | 0.00% |
| Fourth Dimension Wealth, LLC | 100 | Jun 30, 26 | -- | 0.00% |
| FAS Wealth Partners, Inc. | 72 | Jun 30, 26 | -- | 0.00% |
| VICTORY CAPITAL MANAGEMENT INC | 65 | Jun 30, 26 | +65 | 0.00% |
| CVA Family Office, LLC | 10 | Jun 30, 26 | -- | 0.00% |
| Financial Life Planners | -- | Jun 30, 26 | -109 | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -716 | -- |
| D. E. Shaw & Co., Inc. | -- | Jun 30, 26 | -1.52K | -- |
| HSBC HOLDINGS PLC | -- | Jun 30, 26 | -5.90K | -- |
| Millstone Evans Group, LLC | -- | Jun 30, 26 | -3 | -- |
| Qube Research & Technologies Ltd | -- | Jun 30, 26 | -100 | -- |
| &PARTNERS | -- | Jun 30, 26 | -2.12K | -- |
| CWM, LLC | 442.32K | Mar 31, 26 | +442.32K | 17.48% |
| Sunbelt Securities, Inc. | 2.04K | Mar 31, 26 | -- | 0.08% |
| 2UniFi Bank | 90 | Mar 31, 26 | -- | 0.00% |
| COMERICA BANK | 243 | Dec 31, 25 | -- | 0.01% |
| Amica Retiree Medical Trust | 235 | Sep 30, 25 | -- | 0.01% |
| Northeast Financial Consultants Inc | 19.09K | Jun 30, 25 | -- | 0.75% |
| J. W. Coons Advisors, LLC | 6.73K | Jun 30, 25 | +35 | 0.27% |
| CAROLINAS WEALTH CONSULTING LLC | 780 | Mar 31, 25 | -- | 0.03% |
| Sandy Spring Bank | 773 | Mar 31, 25 | -- | 0.03% |
| TrinityPoint Wealth, LLC | 1.37K | Dec 31, 24 | -93 | 0.05% |
| RAYMOND JAMES & ASSOCIATES | 21.37K | Sep 30, 24 | +132 | 0.84% |
| Raymond James Financial Services Advisors, Inc. | 5.03K | Sep 30, 24 | -114 | 0.20% |
| BlackRock Inc. | 41.07K | Jun 30, 24 | -2.92K | 1.62% |
| Cutler Group LLC / CA | 700 | Mar 31, 24 | +700 | 0.03% |
| TELEMUS CAPITAL, LLC | 3.02K | Dec 31, 23 | +687 | 0.12% |
| New Legacy Group, LLC | 2.30K | Sep 30, 23 | -- | 0.09% |
| NEXT Financial Group, Inc | 1.07K | Dec 31, 21 | -15 | 0.04% |
| REILLY FINANCIAL ADVISORS, LLC | 105 | Dec 31, 21 | -- | 0.00% |
| SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 9.23K | Jun 30, 21 | +107 | 0.37% |
| Winslow, Evans & Crocker, Inc. | 545 | Dec 31, 20 | +225 | 0.02% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 6.67K | Dec 31, 19 | -3.76K | 0.26% |
| Advisor Group, Inc. | 1.25K | Dec 31, 19 | -187 | 0.05% |
| SUNTRUST BANKS INC | 3.15K | Sep 30, 19 | -12 | 0.12% |
| MSI Financial Services Inc | 6.73K | Dec 31, 16 | +182 | 0.27% |
| UBS AG | 1.49K | Sep 30, 14 | -60 | 0.06% |
