| eCIO, Inc. | 4.15M | Jun 30, 26 | +4.15M | 0.06% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 552.34K | Jun 30, 26 | -8.92K | 0.01% |
| Vermillion Wealth Management, Inc. | 241.49K | Jun 30, 26 | +241.49K | 0.00% |
| Ethos Financial Group, LLC | 164.35K | Jun 30, 26 | +1.51K | 0.00% |
| NORTH STAR ASSET MANAGEMENT INC | 154.70K | Jun 30, 26 | +83.17K | 0.00% |
| Mosaic Advisors LLC | 154.50K | Jun 30, 26 | +154.50K | 0.00% |
| Coston, McIsaac & Partners | 150.29K | Jun 30, 26 | +31.10K | 0.00% |
| Wealthspire Advisors, LLC | 121.14K | Jun 30, 26 | +121.14K | 0.00% |
| CARRET ASSET MANAGEMENT, LLC | 48.83K | Jun 30, 26 | -170 | 0.00% |
| STALEY CAPITAL ADVISERS INC | 47.92K | Jun 30, 26 | -- | 0.00% |
| EDGAR LOMAX CO/VA | 41.60K | Jun 30, 26 | -- | 0.00% |
| Williams Jones Wealth Management, LLC. | 39.76K | Jun 30, 26 | -2.42K | 0.00% |
| Fortune Financial Group, Inc. | 33.99K | Jun 30, 26 | -- | 0.00% |
| MOODY LYNN & LIEBERSON, LLC | 28.13K | Jun 30, 26 | -- | 0.00% |
| FULTON BANK, N.A. | 25.68K | Jun 30, 26 | -9.80K | 0.00% |
| ROWLAND & CO INVESTMENT COUNSEL/ADV | 14.81K | Jun 30, 26 | +272 | 0.00% |
| Estabrook Capital Management | 14.56K | Jun 30, 26 | -- | 0.00% |
| Westside Investment Management, Inc. | 8.27K | Jun 30, 26 | -- | 0.00% |
| Financial Gravity Companies, Inc. | 3.04K | Jun 30, 26 | +3.04K | 0.00% |
| NBT BANK N A /NY | 2.15K | Jun 30, 26 | +2.15K | 0.00% |
| Game Plan Financial Advisors, LLC | 2.04K | Jun 30, 26 | -- | 0.00% |
| Luminist Capital LLC | 1.53K | Jun 30, 26 | +1.53K | 0.00% |
| DB Fitzpatrick & Co, Inc | 166 | Jun 30, 26 | +166 | 0.00% |
| Front Street Capital Management, Inc. | -- | Jun 30, 26 | -137.92K | -- |
| Jackson Wealth Management, LLC | -- | Jun 30, 26 | -30.65K | -- |
| Kohmann Bosshard Financial Services, LLC | -- | Jun 30, 26 | -15.55K | -- |
| Coastwise Capital Group, LLC | -- | Jun 30, 26 | -37.39K | -- |
| McIlrath & Eck, LLC | 17.11K | Mar 31, 26 | +17.11K | 0.00% |
| Financial Gravity Asset Management, Inc. | 3.04K | Mar 31, 26 | -- | 0.00% |
| Cyrus J. Lawrence, LLC | -- | Mar 31, 25 | -825 | -- |
| GOFEN & GLOSSBERG LLC /IL/ | 91.30K | Dec 31, 22 | +1.18K | 0.00% |
| Cribstone Capital Management, LLC | 13.79K | Dec 31, 22 | +1.30K | 0.00% |
| 55I, LLC | -- | Sep 30, 22 | -29.82K | -- |
| Barrett Asset Management, LLC | 15.80K | Mar 31, 22 | -- | 0.00% |
| NORTHSTAR INVESTMENT ADVISORS LLC | 3.35K | Jun 30, 21 | -225 | 0.00% |
| SOUTH TEXAS MONEY MANAGEMENT LTD | 34.43K | Sep 30, 19 | -617 | 0.00% |
| WILLIAMS JONES & ASSOCIATES LLC | 6.01K | Jun 30, 19 | -276 | 0.00% |
| CT Financial Advisors LLC | 516 | Mar 31, 17 | -- | 0.00% |