| Crestwood Advisors Group, LLC | 2.89M | Sep 30, 26 | -95.23K | 39.75% |
| Old Port Advisors | 276.65K | Sep 30, 26 | +4.95K | 3.80% |
| Gibraltar Capital Management, Inc. | 194.76K | Sep 30, 26 | -7.07K | 2.68% |
| MGO ONE SEVEN LLC | 9.96K | Sep 30, 26 | +69 | 0.14% |
| SMITH SHELLNUT WILSON LLC /ADV | -- | Sep 30, 26 | -5.89K | -- |
| OPPENHEIMER & CO INC | -- | Sep 30, 26 | -37.00K | -- |
| NOVARE CAPITAL MANAGEMENT LLC | 751.42K | Jun 30, 26 | -52.66K | 10.33% |
| Jacobi Capital Management LLC | 672.44K | Jun 30, 26 | +56.45K | 9.24% |
| JPMORGAN CHASE & CO | 523.90K | Jun 30, 26 | +189.88K | 7.20% |
| EverSource Wealth Advisors, LLC | 425.03K | Jun 30, 26 | -75.69K | 5.84% |
| THRIVENT FINANCIAL FOR LUTHERANS | 416.43K | Jun 30, 26 | +416.43K | 5.73% |
| Clarion Wealth Managment Partners, LLC | 285.97K | Jun 30, 26 | +34.49K | 3.93% |
| CROBAN | 243.83K | Jun 30, 26 | +710 | 3.35% |
| MML INVESTORS SERVICES, LLC | 132.13K | Jun 30, 26 | +24.60K | 1.82% |
| ENVESTNET ASSET MANAGEMENT INC | 131.75K | Jun 30, 26 | +2.60K | 1.81% |
| TRUSTMARK BANK TRUST DEPARTMENT | 119.46K | Jun 30, 26 | -34.48K | 1.64% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 110.16K | Jun 30, 26 | +110.16K | 1.51% |
| Advisory Services Network, LLC | 73.69K | Jun 30, 26 | -3.39K | 1.01% |
| Applied Finance Capital Management, LLC | 70.83K | Jun 30, 26 | -- | 0.97% |
| LPL Financial LLC | 48.66K | Jun 30, 26 | +6.92K | 0.67% |
| Tidal Investments LLC | 43.13K | Jun 30, 26 | +10.88K | 0.59% |
| Quantinno Capital Management LP | 25.34K | Jun 30, 26 | -2.52K | 0.35% |
| UBS Group AG | 22.95K | Jun 30, 26 | +2.90K | 0.32% |
| BankPlus Trust Department | 20.18K | Jun 30, 26 | -- | 0.28% |
| OneAscent Family Office, LLC | 18.99K | Jun 30, 26 | -2.58K | 0.26% |
| Confluence Wealth Services, Inc. | 16.90K | Jun 30, 26 | +1.00K | 0.23% |
| HRT FINANCIAL LP | 13.46K | Jun 30, 26 | +13.46K | 0.19% |
| CIBC WORLD MARKET INC. | 12.11K | Jun 30, 26 | -200 | 0.17% |
| GTS SECURITIES LLC | 11.48K | Jun 30, 26 | +11.48K | 0.16% |
| BROWN BROTHERS HARRIMAN & CO | 8.85K | Jun 30, 26 | +8.85K | 0.12% |
| STIFEL FINANCIAL CORP | 7.89K | Jun 30, 26 | +10 | 0.11% |
| Mayflower Financial Advisors, LLC | 7.09K | Jun 30, 26 | +7.09K | 0.10% |
| JANE STREET GROUP, LLC | 6.53K | Jun 30, 26 | +6.53K | 0.09% |
| MORGAN STANLEY | 6.16K | Jun 30, 26 | +6.16K | 0.08% |
| Auxano Advisors, LLC | 5.40K | Jun 30, 26 | -- | 0.07% |
| J.P. Marvel Investment Advisors, LLC | 5.04K | Jun 30, 26 | +5.04K | 0.07% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4.50K | Jun 30, 26 | +4.50K | 0.06% |
| Cambridge Investment Research Advisors, Inc. | 4.35K | Jun 30, 26 | +4.35K | 0.06% |
| OSAIC HOLDINGS, INC. | 690 | Jun 30, 26 | -- | 0.01% |
| KERR FINANCIAL PLANNING Corp | 132 | Jun 30, 26 | +132 | 0.00% |
| PlanVest Financial, Inc | 25 | Jun 30, 26 | -- | 0.00% |
| NewEdge Advisors, LLC | 9 | Jun 30, 26 | +9 | 0.00% |
| Russell Investments Group, Ltd. | 1 | Jun 30, 26 | -- | 0.00% |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -153 | -- |
| Capital Market Strategies LLC | 90.24K | Jun 30, 25 | -1.20K | 1.24% |
| Capital A Wealth Management, LLC | -- | Jun 30, 25 | -19 | -- |
| Covington Capital Management | 500 | Sep 30, 22 | -- | 0.01% |
