| Simplify Asset Management Inc. | 1.15M | Sep 30, 26 | +525.00K | 42.73% |
| Outlook Wealth Advisors, LLC | 35.85K | Sep 30, 26 | +35.85K | 1.33% |
| Crusonia Wealth Advisors LLC | 21.63K | Sep 30, 26 | +10.65K | 0.80% |
| LANARK FINANCIAL, INC. | 18.73K | Sep 30, 26 | +5.73K | 0.70% |
| WealthCare Asset Management, LLC | 11.11K | Sep 30, 26 | -10.16K | 0.41% |
| Larson Financial Group LLC | 1.00K | Sep 30, 26 | +1.00K | 0.04% |
| Clearstead Advisors, LLC | 410 | Sep 30, 26 | +335 | 0.02% |
| HARBOUR INVESTMENTS, INC. | -- | Sep 30, 26 | -187 | -- |
| ISLAY CAPITAL MANAGEMENT, LLC | -- | Sep 30, 26 | -5.28K | -- |
| PRINCIPAL SECURITIES, INC. | 328.52K | Jun 30, 26 | +99.01K | 12.21% |
| ENVESTNET ASSET MANAGEMENT INC | 263.33K | Jun 30, 26 | +85.72K | 9.79% |
| CreativeOne Wealth, LLC | 251.78K | Jun 30, 26 | +86.69K | 9.36% |
| Owen LaRue, LLC | 80.31K | Jun 30, 26 | -188 | 2.99% |
| Millington Financial Advisors, LLC | 69.54K | Jun 30, 26 | +30.87K | 2.59% |
| Brookwood Investment Group LLC | 60.38K | Jun 30, 26 | -7.32K | 2.24% |
| OLD MISSION CAPITAL LLC | 47.77K | Jun 30, 26 | -287 | 1.78% |
| Janney Montgomery Scott LLC | 34.83K | Jun 30, 26 | +34.83K | 1.30% |
| Legacy Wealth Managment, LLC/ID | 11.92K | Jun 30, 26 | +11.55K | 0.44% |
| AE Wealth Management LLC | 862 | Jun 30, 26 | +862 | 0.03% |
| WELLS FARGO & COMPANY/MN | 1 | Jun 30, 26 | -- | 0.00% |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -15.79K | -- |
| Anfield Capital Management, LLC | -- | Mar 31, 26 | -44 | -- |
| Claris Financial LLC | -- | Mar 31, 26 | -35.40K | -- |
