| Prosperity Bancshares Inc | $10.2M | 8.20% |
| Moisand Fitzgerald Tamayo, LLC | $10.0M | 1.07% |
| Tranquilli Financial Advisor LLC | $9.7M | 5.64% |
| Annandale Capital, LLC | $9.2M | 1.30% |
| SJS Investment Consulting Inc. | $9.2M | 1.12% |
| JONES FINANCIAL COMPANIES LLLP | $9.1M | 0.00% |
| Cambridge Financial Group, LLC | $9.0M | 3.03% |
| Financial Connections Group, Inc. | $8.9M | 3.11% |
| Cloud Capital Management, LLC | $8.5M | 3.72% |
| Waverly Advisors, LLC | $8.4M | 0.06% |
| SAX WEALTH ADVISORS, LLC | $8.3M | 0.40% |
| True Blue Financial, LLC | $8.2M | 6.47% |
| Keystone Financial Group, Inc. | $8.0M | 4.18% |
| Capstone Wealth Management, LLC | $8.0M | 5.55% |
| American Investment Services, Inc. | $7.9M | 1.76% |
| Henrickson Nauta Wealth Advisors, Inc. | $7.9M | 2.21% |
| Peirce Capital Management, LLC | $7.7M | 3.01% |
| BAYSHORE ASSET MANAGEMENT, LLC | $7.7M | 3.05% |
| SC&H Financial Advisors, Inc. | $7.6M | 1.15% |
| PARK AVENUE SECURITIES LLC | $7.6M | 0.06% |
| Cogent Private Wealth, Inc. | $7.3M | 5.26% |
| Warwick Investment Management, Inc. | $7.2M | 1.04% |
| ENTRUST FINANCIAL LLC | $7.2M | 5.01% |
| Integrated Advisors Network LLC | $7.1M | 0.37% |
| Wealthspire Advisors, LLC | $7.1M | 0.06% |
| Aerodigm Wealth, LLC | $7.1M | 2.65% |
| Hassell Wealth Management, LLC | $6.9M | 2.30% |
| Aspen Capital Management, LLC | $6.8M | 1.69% |
| Vantage Point Financial LLC | $6.7M | 2.36% |
| 55 North Private Wealth, LLC | $6.7M | 1.72% |
| GOULD ASSET MANAGEMENT LLC /CA/ | $6.7M | 1.16% |
| Canopy Partners, LLC | $6.5M | 2.24% |
| Visionary Wealth Advisors | $6.5M | 0.29% |
| TrustWell Financial Advisors, LLC | $6.3M | 5.91% |
| DiNuzzo Private Wealth, Inc. | $6.3M | 0.68% |
| Forvis Mazars Wealth Advisors, LLC | $6.1M | 0.12% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $6.1M | 0.44% |
| MATHER GROUP, LLC. | $6.1M | 0.06% |
| RS CRUM INC. | $6.0M | 1.17% |
| CGN Advisors LLC | $6.0M | 0.47% |
| Concord Wealth Partners | $6.0M | 0.78% |
| Investment Advisory Group, LLC | $6.0M | 1.52% |
| AWM CAPITAL, LLC | $5.8M | 0.52% |
| Quantinno Capital Management LP | $5.7M | 0.01% |
| Cornerstone Financial Group, LLC /NE/ | $5.6M | 3.57% |
| DOPKINS WEALTH MANAGEMENT, LLC | $5.5M | 2.20% |
| GEM Asset Management, LLC | $5.3M | 2.33% |
| RAM Investment Partners, LLC | $5.2M | 0.91% |
| Tillman Hartley LLC | $5.1M | 1.29% |
| 626 Financial, LLC | $5.1M | 2.26% |
| Smartleaf Asset Management LLC | $5.0M | 0.18% |
| MORGAN STANLEY | $5.0M | 0.00% |
| Gradient Capital Advisors, LLC | $4.9M | 1.27% |
| First Financial Group Corp | $4.9M | 3.99% |
| Belleair Asset Management, LLC | $4.9M | 4.44% |
| WealthSpring Partners, LLC | $4.9M | 4.46% |
| RBF Capital, LLC | $4.8M | 0.23% |
| EARNED WEALTH ADVISORS, LLC | $4.7M | 0.31% |
| Kane Co Wealth Management, Inc. | $4.7M | 3.94% |
| EverSource Wealth Advisors, LLC | $4.6M | 0.14% |
| Wealth Architects, LLC | $4.6M | 0.41% |
| Ballentine Partners, LLC | $4.5M | 0.06% |
| Summit Wealth Group, LLC | $4.4M | 1.02% |
| Cyndeo Wealth Partners, LLC | $4.4M | 0.23% |
| MML INVESTORS SERVICES, LLC | $4.3M | 0.01% |
| Capstone Wealth Management, Inc. | $4.2M | 3.56% |
| DWR WEALTH MANAGEMENT, LLC | $4.2M | 3.65% |
| GK Wealth Management LLC | $4.2M | 3.65% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.0M | 0.00% |
| SwitchPoint Financial Planning, LLC | $4.0M | 2.72% |
| CHOREO, LLC | $4.0M | 0.05% |
| Versant Capital Management, Inc | $4.0M | 0.39% |
| Evernest Financial Advisors, LLC | $4.0M | 0.82% |
| Heritage Wealth Management, Inc./Texas | $3.9M | 1.69% |
| XY Planning Network, Inc. | $3.9M | 0.63% |
| Foundry Financial LLC | $3.9M | 1.66% |
| STIFEL FINANCIAL CORP | $3.9M | 0.00% |
| Harbor Group, Inc. | $3.9M | 0.56% |
| Arkadios Wealth Advisors | $3.9M | 0.06% |
| Factor Wealth Management LTD | $3.9M | 0.73% |
| MAGNOLIA CAPITAL ADVISORS LLC | $3.8M | 0.75% |
| WPWealth LLP | $3.8M | 0.58% |
| KEB ASSET MANAGEMENT, LLC | $3.7M | 0.72% |
| Cannon Financial Strategists, Inc. | $3.7M | 0.49% |
| Cherry Tree Wealth Management, LLC | $3.7M | 0.79% |
| McCartney Wealth Management LLC | $3.7M | 3.13% |
| LS Investment Advisors, LLC | $3.7M | 0.55% |
| Lantern Wealth Advisors, LLC | $3.7M | 1.88% |
| EXENCIAL WEALTH ADVISORS, LLC | $3.6M | 0.11% |
| KINGSWOOD WEALTH ADVISORS, LLC | $3.6M | 0.17% |
| RW Investment Management LLC | $3.5M | 0.34% |
| Cerity Partners LLC | $3.5M | 0.00% |
| Rockwood Wealth Management, LLC | $3.5M | 0.25% |
| Parkwoods Wealth Partners, LLC | $3.4M | 0.83% |
| HUTCHINSON CAPITAL MANAGEMENT/CA | $3.3M | 0.61% |
| Donalies Financial Planning, LLC | $3.3M | 2.77% |
| Arista Wealth Management, LLC | $3.2M | 0.39% |
| Western Wealth Management, LLC | $3.2M | 0.12% |
| Rehmann Capital Advisory Group | $3.2M | 0.17% |
| Merited Wealth, LLC | $3.1M | 2.58% |
| C M BIDWELL & ASSOCIATES LTD | $3.1M | 1.45% |
| United Wealth Management, LLC | $3.1M | 0.77% |
| Rather & Kittrell, Inc. | $3.1M | 0.48% |
| Mesirow Financial Investment Management, Inc. | $3.1M | 0.05% |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | $3.0M | 1.74% |
| FMR LLC | $3.0M | 0.00% |
| NORTHWEST WEALTH MANAGEMENT, LLC | $2.9M | 0.44% |
| Broadhurst Jeffrey B | $2.9M | 2.95% |
| Topsail Wealth Management, LLC | $2.8M | 0.42% |
| Steward Partners Investment Advisory, LLC | $2.8M | 0.01% |
| Savvy Advisors, Inc. | $2.8M | 0.07% |
| BCO Wealth Management LLC | $2.7M | 1.61% |
| Rockefeller Capital Management L.P. | $2.6M | 0.00% |
| Squire Investment Management Company, LLC | $2.6M | 0.73% |
| CITADEL ADVISORS LLC | $2.6M | 0.00% |
| Applied Capital LLC | $2.5M | 0.95% |
| Physician Wealth Advisors, Inc. | $2.5M | 0.35% |
| Accurate Wealth Management, LLC | $2.5M | 0.30% |
| Retirement Solution LLC | $2.5M | 0.59% |
| HMV Wealth Advisors, LLC | $2.5M | 1.17% |
| Legacy Capital Wealth Partners, LLC | $2.4M | 0.50% |
| COGENT STRATEGIC WEALTH LLC | $2.4M | 2.51% |
| Vistica Wealth Advisors, LLC | $2.4M | 2.43% |
| MAI Capital Management | $2.4M | 0.01% |
| Quad-Cities Investment Group, LLC | $2.4M | 0.94% |
| FLAX POND CAPITAL, LLC | $2.3M | 1.87% |
| Berger Financial Group, Inc | $2.3M | 0.13% |
| REGIONS FINANCIAL CORP | $2.3M | 0.01% |
| Capital Group Private Client Services, Inc. | $2.2M | 0.04% |
| Lansing Street Advisors | $2.2M | 0.55% |
| Simplicity Wealth,LLC | $2.2M | 0.12% |
| Wealth Advisors Northwest LLC | $2.2M | 0.91% |
| AE Wealth Management LLC | $2.2M | 0.01% |
| MELFA WEALTH MANAGEMENT, INC. | $2.2M | 1.24% |
| LAM GROUP, INC. | $2.1M | 1.18% |
| Alpha Financial Advisors, LLC | $2.1M | 0.66% |
| Apollon Financial, LLC | $2.1M | 0.29% |
| Astra Wealth Partners LLC | $2.1M | 1.23% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | $2.0M | 0.69% |
| Financial Harvest, LLC | $2.0M | 1.19% |
| POINCIANA ADVISORS GROUP, LLC | $2.0M | 1.60% |
| Sterling Wealth Advisors Inc | $2.0M | 1.15% |
| Family Manage LLC | $2.0M | 0.24% |
| New Dimensions Wealth Management, LLC | $2.0M | 1.66% |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | $1.9M | 1.83% |
| Zhang Financial LLC | $1.9M | 0.07% |
| SEI INVESTMENTS CO | $1.9M | 0.00% |
| JDH Wealth Management, LLC | $1.9M | 1.27% |
| Merit Financial Group, LLC | $1.9M | 0.01% |
| CreativeOne Wealth, LLC | $1.9M | 0.04% |