| Valtinson Bruner Financial Planning LLC | 486.57K | Sep 30, 26 | -116.85K | 6.91% |
| AE Wealth Management LLC | 92.70K | Sep 30, 26 | -9.36K | 1.32% |
| Bank of Ann Arbor | 71.30K | Sep 30, 26 | +71.30K | 1.01% |
| Paladin Wealth, LLC | 47.73K | Sep 30, 26 | -1.43K | 0.68% |
| STAR Financial Bank | 30.54K | Sep 30, 26 | -11.29K | 0.43% |
| OSAIC HOLDINGS, INC. | 27.37K | Sep 30, 26 | +27.37K | 0.39% |
| LPL Financial LLC | 25.05K | Sep 30, 26 | +12.69K | 0.36% |
| JANE STREET GROUP, LLC | 16.16K | Sep 30, 26 | -30.71K | 0.23% |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 13.60K | Sep 30, 26 | +13.60K | 0.19% |
| THRIVENT FINANCIAL FOR LUTHERANS | 13.53K | Sep 30, 26 | -389 | 0.19% |
| Argyle Capital Partners, LLC | 8.72K | Sep 30, 26 | -- | 0.12% |
| CHILTON CAPITAL MANAGEMENT LLC | 4.47K | Sep 30, 26 | +4.47K | 0.06% |
| UBS Group AG | 1.87K | Sep 30, 26 | +932 | 0.03% |
| Balance Wealth Partners LLC | 1.43K | Sep 30, 26 | +1.43K | 0.02% |
| Geneos Wealth Management Inc. | 521 | Sep 30, 26 | +521 | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 147 | Sep 30, 26 | +147 | 0.00% |
| FMR LLC | 125 | Sep 30, 26 | +68 | 0.00% |
| NBH Bank | 88 | Sep 30, 26 | -- | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 65 | Sep 30, 26 | +65 | 0.00% |
| FSA Investment Group, LLC | -- | Sep 30, 26 | -6.26K | -- |
| MORGAN STANLEY | -- | Sep 30, 26 | -1 | -- |
| Elevated Capital Advisors, LLC | -- | Sep 30, 26 | -25 | -- |
| Sigma Planning Corp | -- | Sep 30, 26 | -27.22K | -- |
| JONES FINANCIAL COMPANIES LLLP | -- | Sep 30, 26 | -75 | -- |
| ENVESTNET ASSET MANAGEMENT INC | 3.48M | Jun 30, 26 | +137.28K | 49.48% |
| Mattson Financial Services, LLC | 137.87K | Jun 30, 26 | +137.87K | 1.96% |
| AE Wealth Management LLC | 102.06K | Jun 30, 26 | -2.85K | 1.45% |
| Brown Financial Advisors | 83.22K | Jun 30, 26 | +83.22K | 1.18% |
| BANK OF AMERICA CORP /DE/ | 82.79K | Jun 30, 26 | -274.38K | 1.18% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 31.99K | Jun 30, 26 | +25.49K | 0.45% |
| Tower Research Capital LLC (TRC) | 24.65K | Jun 30, 26 | +24.65K | 0.35% |
| MORGAN STANLEY | 1 | Jun 30, 26 | +1 | 0.00% |
| Ausdal Financial Partners, Inc. | -- | Jun 30, 26 | -118.07K | -- |
| BlackRock, Inc. | -- | Jun 30, 26 | -2.64K | -- |
| FLOW TRADERS U.S. LLC | -- | Jun 30, 26 | -67.83K | -- |
| Advyzon Investment Management, LLC | -- | Jun 30, 26 | -118.72K | -- |
| 2UniFi Bank | 88 | Mar 31, 26 | -- | 0.00% |
