| Westfuller Advisors, LLC | 85.39K | Jun 30, 26 | -1.48K | 6.82% |
| Rock Creek Group, LP | 39.02K | Jun 30, 26 | -- | 3.11% |
| Colony Group, LLC | 22.56K | Jun 30, 26 | +13 | 1.80% |
| GREENLEAF TRUST | 18.66K | Jun 30, 26 | -1.25K | 1.49% |
| ZENITH SOLUTIONS, INC. | 16.31K | Jun 30, 26 | +16.31K | 1.30% |
| South Shore Capital Advisors | 14.88K | Jun 30, 26 | +120 | 1.19% |
| Kestra Advisory Services, LLC | 14.85K | Jun 30, 26 | +346 | 1.19% |
| Centric Wealth Management | 13.69K | Jun 30, 26 | -- | 1.09% |
| COMMONWEALTH EQUITY SERVICES, LLC | 12.49K | Jun 30, 26 | -10.78K | 1.00% |
| BANK OF AMERICA CORP /DE/ | 10.99K | Jun 30, 26 | -- | 0.88% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10.43K | Jun 30, 26 | +5.16K | 0.83% |
| GOLDMAN SACHS GROUP INC | 10.39K | Jun 30, 26 | -- | 0.83% |
| LPL Financial LLC | 10.38K | Jun 30, 26 | -1.37K | 0.83% |
| Sunrise Financial Services, LLC | 7.81K | Jun 30, 26 | +535 | 0.62% |
| Sankala Group LLC | 7.63K | Jun 30, 26 | +2.74K | 0.61% |
| CIBC Bancorp USA Inc. | 6.07K | Jun 30, 26 | -- | 0.48% |
| Cetera Investment Advisers | 5.66K | Jun 30, 26 | +157 | 0.45% |
| SRS Capital Advisors, Inc. | 3.11K | Jun 30, 26 | -2.28K | 0.25% |
| PNC FINANCIAL SERVICES GROUP, INC. | 1.33K | Jun 30, 26 | -- | 0.11% |
| BLAIR WILLIAM & CO/IL | 1.31K | Jun 30, 26 | +1 | 0.10% |
| MORGAN STANLEY | 1.13K | Jun 30, 26 | -3 | 0.09% |
| NBT BANK N A /NY | 610 | Jun 30, 26 | -- | 0.05% |
| ADVISOR GROUP HOLDINGS, INC. | 532 | Jun 30, 26 | +77 | 0.04% |
| Murphy & Mullick Capital Management Corp | 511 | Jun 30, 26 | -- | 0.04% |
| Asset Dedication, LLC | 387 | Jun 30, 26 | +1 | 0.03% |
| GHP Investment Advisors, Inc. | 340 | Jun 30, 26 | -- | 0.03% |
| Abound Wealth Management | 324 | Jun 30, 26 | -- | 0.03% |
| Creative Capital Management Investments LLC | 300 | Jun 30, 26 | +300 | 0.02% |
| Rossby Financial, LCC | 293 | Jun 30, 26 | -- | 0.02% |
| Cassaday & Co Wealth Management LLC | 268 | Jun 30, 26 | +268 | 0.02% |
| Allworth Financial LP | 220 | Jun 30, 26 | -- | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 159 | Jun 30, 26 | +159 | 0.01% |
| Archer Investment Corp | 125 | Jun 30, 26 | -- | 0.01% |
| JPMORGAN CHASE & CO | 116 | Jun 30, 26 | -200 | 0.01% |
| HARBOUR INVESTMENTS, INC. | 100 | Jun 30, 26 | -- | 0.01% |
| FMR LLC | 87 | Jun 30, 26 | -2 | 0.01% |
| WHITTIER TRUST CO | 77 | Jun 30, 26 | -78 | 0.01% |
| EVOLUTION WEALTH MANAGEMENT INC. | 60 | Jun 30, 26 | -- | 0.00% |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -147 | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -8.09K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -75 | -- |
| Ethic Inc. | -- | Jun 30, 26 | -5.63K | -- |
| ZEGA Investments, LLC | -- | Jun 30, 26 | -15.13K | -- |
| CWM, LLC | 1.50K | Mar 31, 26 | -- | 0.12% |
| CIBC Private Wealth Group, LLC | 6.09K | Dec 31, 25 | -- | 0.49% |
| Stephens Consulting, LLC | 200 | Dec 31, 25 | -- | 0.02% |
| Atria Wealth Solutions, Inc. | 18.21K | Jun 30, 25 | +250 | 1.45% |
| First Horizon Advisors, Inc. | 2.41K | Jun 30, 25 | -103 | 0.19% |
| COLONY GROUP LLC | 7.94K | Sep 30, 23 | +7.94K | 0.63% |
| PATHSTONE FAMILY OFFICE, LLC | -- | Sep 30, 23 | -6.53K | -- |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 400 | Dec 31, 19 | +200 | 0.03% |