| eCIO, Inc. | 4,150,439 | $80.2m | 22.5% |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 552,344 | $10.7m | 2.4% |
| Vermillion Wealth Management, Inc. | 241,493 | $4.7m | 1.1% |
| Ethos Financial Group, LLC | 164,351 | $3.1m | 0.2% |
| NORTH STAR ASSET MANAGEMENT INC | 154,703 | $3.0m | 0.1% |
| Mosaic Advisors LLC | 154,500 | $3.0m | 4.0% |
| Coston, McIsaac & Partners | 150,286 | $2.9m | 0.6% |
| Wealthspire Advisors, LLC | 121,138 | $2.3m | 0.0% |
| CARRET ASSET MANAGEMENT, LLC | 48,827 | $943,343 | 0.1% |
| STALEY CAPITAL ADVISERS INC | 47,925 | $925,916 | 0.0% |
| EDGAR LOMAX CO/VA | 41,597 | $803,651 | 0.1% |
| Williams Jones Wealth Management, LLC. | 39,760 | $768,156 | 0.0% |
| Fortune Financial Group, Inc. | 33,990 | $656,696 | 0.5% |
| MOODY LYNN LIEBERSON & WALKER, LLC | 28,130 | $543,476 | 0.0% |
| Fulton Bank, N.A. | 25,682 | $496,191 | 0.0% |
| ROWLANDMILLER & PARTNERS.ADV | 14,808 | $286,101 | 0.1% |
| Estabrook Capital Management | 14,562 | $281,338 | 0.0% |
| Westside Investment Management, Inc. | 8,274 | $159,877 | 0.0% |
| Financial Gravity Companies, Inc. | 3,039 | $58,709 | 0.0% |
| NBT BANK, N.A. | 2,153 | $41,591 | 0.0% |
| Game Plan Financial Advisors, LLC | 2,045 | $39,503 | 0.0% |
| Luminist Capital LLC | 1,531 | $29,575 | 0.0% |