| FIRST UNITED BANK & TRUST | $7.8M | 2.52% |
| LifeWealth Investments, LLC | $7.8M | 2.32% |
| INDEPENDENT FINANCIAL GROUP, LLC | $7.8M | 0.17% |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | $7.8M | 3.39% |
| Csenge Advisory Group | $7.8M | 0.35% |
| Pinion Investment Advisors, LLC | $7.7M | 1.81% |
| Polaris Investment Advisors, LLC | $7.7M | 5.63% |
| Patriot Financial Group Insurance Agency, LLC | $7.7M | 0.44% |
| LBMC INVESTMENT ADVISORS, LLC | $7.7M | 0.47% |
| Cypress Wealth Services, LLC | $7.7M | 1.09% |
| BCGM Wealth Management, LLC | $7.7M | 1.93% |
| MISSION WEALTH MANAGEMENT, LP | $7.7M | 0.16% |
| EVERETT HARRIS & CO /CA/ | $7.6M | 0.10% |
| Jefferies Financial Group Inc. | $7.6M | 0.05% |
| AXIOM INVESTORS LLC /DE | $7.6M | 0.08% |
| Claro Advisors Inc. | $7.5M | 0.91% |
| Bryant Woods Investment Advisors, LLC | $7.5M | 2.76% |
| Forvis Mazars Wealth Advisors, LLC | $7.4M | 0.14% |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | $7.4M | 0.97% |
| Sage Advisory Services, Ltd.Co. | $7.4M | 4.05% |
| AdvisorNet Financial, Inc | $7.4M | 0.38% |
| First Citizens Asset Management, Inc. | $7.4M | 2.62% |
| D.A. DAVIDSON & CO. | $7.4M | 0.04% |
| Quadrant Private Wealth Management, LLC | $7.3M | 1.14% |
| SIGMA INVESTMENT COUNSELORS INC | $7.2M | 0.38% |
| Crewe Advisors LLC | $7.2M | 0.61% |
| Capital Asset Advisory Services LLC | $7.2M | 0.28% |
| Prospera Financial Services Inc | $7.2M | 0.12% |
| Ironsides Asset Advisors, LLC | $7.1M | 1.79% |
| Causey Wealth LLC | $7.1M | 3.02% |
| Elmwood Wealth Management, Inc. | $7.1M | 1.96% |
| Sentinel Advisory Group, LLC | $7.1M | 3.45% |
| FIRST MERCHANTS CORP | $7.1M | 0.27% |
| Boston Trust Walden Corp | $7.1M | 0.06% |
| HERITAGE INVESTORS MANAGEMENT CORP | $7.0M | 0.21% |
| 10Elms LLP | $7.0M | 4.43% |
| HUNTINGTON NATIONAL BANK | $7.0M | 0.04% |
| United Financial Planning Group LLC | $7.0M | 4.13% |
| COURIER CAPITAL LLC | $7.0M | 0.39% |
| Fort Point Capital Partners LLC | $7.0M | 0.85% |
| Peak Wealth Management LLC | $7.0M | 5.71% |
| Galilei Investment Office LLP | $6.9M | 3.60% |
| Chicago Wealth Management, Inc. | $6.9M | 2.77% |
| Cornerstone Planning Group LLC | $6.9M | 0.92% |
| FIRST NATIONAL BANK OF OMAHA | $6.9M | 0.21% |
| ENCOMPASS WEALTH ADVISORS, LLC | $6.9M | 2.39% |
| HOWARD BAILEY SECURITIES, LLC | $6.8M | 2.80% |
| Laird Norton Wetherby Trust Company, LLC | $6.8M | 0.15% |
| HANCOCK WHITNEY CORP | $6.8M | 0.12% |
| MTC Wealth Management LLC | $6.8M | 3.21% |
| Pointe Capital Management LLC | $6.7M | 3.34% |
| Davis Wealth Advisors, LLC | $6.7M | 5.60% |
| Richmond Investment Services, LLC | $6.7M | 1.08% |
| Tepp RIA, LLC | $6.7M | 5.24% |
| Alliance Private Wealth, LLC | $6.7M | 2.40% |
| Able Wealth Management LLC | $6.7M | 1.78% |
| FULTON BANK, N.A. | $6.6M | 0.23% |
| Liquid Strategies, LLC | $6.6M | 1.42% |
| B. Riley Wealth Advisors, Inc. | $6.6M | 0.42% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $6.6M | 0.34% |
| One Wealth Advisors, LLC | $6.6M | 0.82% |
| Armbruster Capital Management, Inc. | $6.5M | 1.06% |
| Global Wealth Management Investment Advisory, Inc. | $6.5M | 1.01% |
| Bank Julius Baer & Co. Ltd, Zurich | $6.5M | 0.02% |
| CoreCap Advisors, LLC | $6.4M | 0.22% |
| Compound Planning, Inc. | $6.4M | 0.20% |
| Harbour Capital Advisors, LLC | $6.4M | 1.22% |
| SAGE RHINO CAPITAL LLC | $6.4M | 1.19% |
| Blueprint Financial Advisors LLC | $6.3M | 0.94% |
| CarsonAllaria Wealth Management, Ltd. | $6.3M | 3.12% |
| Mechanics Financial Corp | $6.3M | 2.62% |
| Mutual Advisors, LLC | $6.2M | 0.13% |
| ELEVATE WEALTH ADVISORY, INC | $6.2M | 3.94% |
| Lantz Financial LLC | $6.2M | 1.29% |
| Gladstone Institutional Advisory LLC | $6.2M | 0.23% |
| Centurion Wealth Management LLC | $6.2M | 1.40% |
| Lutz Financial Services LLC | $6.2M | 0.42% |
| FSA Investment Group, LLC | $6.2M | 2.50% |
| Sequent Planning LLC | $6.2M | 1.49% |
| Evolution Wealth Advisors, LLC | $6.1M | 0.63% |
| DEFINED WEALTH MANAGEMENT, LLC | $6.1M | 3.57% |
| BridgePort Financial Solutions, LLC | $6.1M | 1.73% |
| Waterloo Capital, L.P. | $6.1M | 0.43% |
| HIGHLINE WEALTH PARTNERS LLC | $6.1M | 1.54% |
| Savvy Advisors, Inc. | $6.0M | 0.16% |
| Frisco Financial Planning LLC | $6.0M | 4.95% |
| PCM Encore, LLC | $6.0M | 1.23% |
| CAMELOT TECHNOLOGY ADVISORS, INC. | $6.0M | 4.34% |
| Cornerstone Management, Inc. | $5.9M | 0.95% |
| Portside Wealth Group, LLC | $5.9M | 0.80% |
| Coral Wealth Management, LLC | $5.9M | 6.59% |
| Western Wealth Management, LLC | $5.9M | 0.22% |
| NORTHWEST WEALTH MANAGEMENT, LLC | $5.9M | 0.88% |
| Richard W. Paul & Associates, LLC | $5.8M | 1.97% |
| M1 Capital Management LLC | $5.8M | 2.69% |
| MV CAPITAL MANAGEMENT, INC. | $5.8M | 0.57% |
| Clear Creek Financial Management, LLC | $5.8M | 0.45% |
| Spectrum Planning & Advisory Services Inc. | $5.8M | 2.87% |
| Convergence Financial, LLC | $5.8M | 0.61% |
| Shared Vision Wealth Group LLC | $5.8M | 2.36% |
| OMNI 360 Wealth, Inc. | $5.8M | 2.98% |
| Marietta Wealth Management, LLC | $5.7M | 0.68% |
| Greenspring Advisors, LLC | $5.7M | 0.35% |
| Life Planning Partners, Inc | $5.7M | 4.33% |
| SOUTHERN CAPITAL ADVISORS, LLC | $5.7M | 2.65% |
| QUATTRO FINANCIAL ADVISORS LLC | $5.6M | 1.70% |
| Summit Trail Advisors, LLC | $5.6M | 0.08% |
| Winthrop Capital Management, LLC | $5.6M | 1.43% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $5.6M | 0.11% |
| Beacon Bank & Trust | $5.6M | 1.14% |
| Mosley Wealth Management | $5.5M | 2.49% |
| Lifelong Wealth Advisors, Inc. | $5.5M | 1.46% |
| Portfolio Resources Advisor Group, Inc. | $5.5M | 5.44% |
| James J. Burns & Company, LLC | $5.5M | 0.74% |
| Allie Family Office LLC | $5.4M | 2.38% |
| SAPIENT CAPITAL LLC | $5.4M | 0.08% |
| Tacita Capital Inc | $5.4M | 3.22% |
| Brady Martz Wealth Solutions, LLC | $5.4M | 0.93% |
| EARNED WEALTH ADVISORS, LLC | $5.4M | 0.36% |
| Lebenthal Global Advisors, LLC | $5.4M | 0.79% |
| J.W. COLE ADVISORS, INC. | $5.4M | 0.18% |
| Steele Capital Management, Inc. | $5.4M | 0.22% |
| Hoxton Planning & Management, LLC | $5.4M | 1.61% |
| Shelter Mutual Insurance Co | $5.4M | 1.20% |
| Summitas Investment Management LLC | $5.4M | 4.21% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $5.4M | 0.22% |
| Rosenberg Matthew Hamilton | $5.3M | 1.10% |
| BENJAMIN EDWARDS INC | $5.3M | 0.05% |
| Advisor OS, LLC | $5.3M | 0.39% |
| Integrated Advisors Network LLC | $5.3M | 0.28% |
| BETO FINANCIAL GROUP, LLC | $5.3M | 3.09% |
| Bank of Jackson Hole Trust | $5.3M | 2.55% |
| S. R. Schill & Associates | $5.3M | 3.55% |
| Asset Dedication, LLC | $5.2M | 0.37% |
| ALTERNA WEALTH MANAGEMENT, INC | $5.2M | 3.92% |
| Capital Group Private Client Services, Inc. | $5.1M | 0.09% |
| Vericrest Private Wealth | $5.1M | 4.61% |
| Willis Johnson & Associates, Inc. | $5.1M | 0.30% |
| Legacy Edge Advisors, LLC | $5.1M | 0.54% |
| STATE OF WISCONSIN INVESTMENT BOARD | $5.1M | 0.01% |
| Retirement Wealth Solutions LLC | $5.1M | 3.21% |
| SBI Okasan Asset Management Co.Ltd. | $5.1M | 0.21% |
| Smith Salley Wealth Management | $5.1M | 0.25% |
| United Advisor Group, LLC | $5.1M | 0.62% |
| SOUTH PLAINS FINANCIAL, INC. | $5.0M | 2.92% |
| RFG Advisory, LLC | $5.0M | 0.09% |
| Turtle Creek Wealth Advisors, LLC | $5.0M | 0.38% |
| GENESIS PRIVATE WEALTH, LLC | $5.0M | 1.57% |
| ARK & TLK INVESTMENTS, LLC | $5.0M | 1.35% |
| CENTRAL TRUST Co | $5.0M | 0.10% |