| Crestwood Advisors Group, LLC | $118.1M | 1.99% |
| NOVARE CAPITAL MANAGEMENT LLC | $33.6M | 2.66% |
| Watchman Group, Inc. | $30.1M | 7.28% |
| Newman Dignan & Sheerar, Inc. | $29.5M | 6.21% |
| Jacobi Capital Management LLC | $25.8M | 1.44% |
| EverSource Wealth Advisors, LLC | $20.9M | 0.64% |
| FULTON BANK, N.A. | $14.9M | 0.52% |
| JPMORGAN CHASE & CO | $13.6M | 0.00% |
| ACIMA PRIVATE WEALTH, LLC | $11.6M | 3.65% |
| Clarion Wealth Managment Partners, LLC | $10.5M | 9.53% |
| Old Port Advisors | $10.4M | 2.39% |
| CROBAN | $10.2M | 4.78% |
| FORTEM FINANCIAL GROUP, LLC | $9.0M | 2.25% |
| ATWOOD & PALMER INC | $8.5M | 0.48% |
| Gibraltar Capital Management, Inc. | $7.8M | 1.34% |
| TRUSTMARK BANK TRUST DEPARTMENT | $6.4M | 0.41% |
| ENVESTNET ASSET MANAGEMENT INC | $5.4M | 0.00% |
| MML INVESTORS SERVICES, LLC | $4.5M | 0.01% |
| Farther Finance Advisors, LLC | $3.8M | 0.04% |
| Atlantic Edge Private Wealth Management, LLC | $3.5M | 0.86% |
| Advisory Services Network, LLC | $3.2M | 0.04% |
| Applied Finance Capital Management, LLC | $3.0M | 0.22% |
| SAXON INTERESTS, INC. | $2.6M | 0.88% |
| OPPENHEIMER & CO INC | $1.8M | 0.02% |
| LPL Financial LLC | $1.7M | 0.00% |
| Tidal Investments LLC | $1.3M | 0.00% |
| TECTONIC ADVISORS LLC | $1.2M | 0.06% |
| Quantinno Capital Management LP | $1.2M | 0.00% |
| Accurate Wealth Management, LLC | $1.0M | 0.12% |
| OneAscent Family Office, LLC | $901.7K | 0.63% |
| BankPlus Trust Department | $843.7K | 0.23% |
| UBS Group AG | $838.2K | 0.00% |
| InTrack Investment Management Inc | $711.7K | 0.41% |
| PRIVATE TRUST CO NA | $666.8K | 0.06% |
| Confluence Wealth Services, Inc. | $664.8K | 0.03% |
| CIBC WORLD MARKET INC. | $514.8K | 0.00% |
| MGO ONE SEVEN LLC | $391.7K | 0.01% |
| Plan A Wealth LLC | $338.4K | 0.16% |
| STIFEL FINANCIAL CORP | $329.3K | 0.00% |
| STEEL GROVE CAPITAL ADVISORS, LLC | $253.5K | 0.03% |
| Auxano Advisors, LLC | $225.7K | 0.05% |
| OSAIC HOLDINGS, INC. | $28.8K | 0.00% |
| ASSETMARK, INC | $17.5K | 0.00% |
| PlanVest Financial, Inc | $1.0K | 0.00% |
| Russell Investments Group, Ltd. | $36.0 | 0.00% |