| First Bank & Trust | $14.2M | 2.29% |
| First Western Trust Bank | $14.2M | 0.72% |
| St. Louis Trust Co | $14.2M | 1.65% |
| UNION SAVINGS BANK | $14.1M | 6.17% |
| Neumann Capital Management, LLC | $14.0M | 4.13% |
| Fairway Wealth LLC | $13.9M | 3.68% |
| CIBC WORLD MARKET INC. | $13.9M | 0.02% |
| Hopwood Financial Services, Inc. | $13.8M | 9.32% |
| American Financial Advisors, LLC | $13.8M | 1.84% |
| Enclave Advisors LLC | $13.8M | 1.89% |
| Riverpoint Wealth Management Holdings, LLC | $13.8M | 2.93% |
| HARBOR ADVISORY CORP /MA/ | $13.8M | 4.14% |
| Robertson Stephens Wealth Management, LLC | $13.7M | 0.38% |
| Gallagher Capital Advisors, LLC | $13.6M | 9.20% |
| Community Bank, N.A. | $13.6M | 1.61% |
| Omega Financial Group, LLC | $13.5M | 4.40% |
| Capital Investment Counsel, LLC | $13.5M | 1.85% |
| Sterling Investment Counsel, LLC | $13.4M | 3.76% |
| PROFFITT & GOODSON INC | $13.4M | 2.07% |
| Finley Financial, LLC | $13.2M | 6.20% |
| Journey Advisory Group, LLC | $13.1M | 1.12% |
| RFG - Bristol Wealth Advisors, LLC | $13.1M | 3.53% |
| LITTLE HOUSE CAPITAL LLC | $13.1M | 3.38% |
| LAKE STREET PRIVATE WEALTH, LLC | $13.1M | 1.66% |
| HB Wealth Management, LLC | $13.1M | 0.08% |
| AAF Wealth Management, LLC | $13.0M | 5.33% |
| IEQ CAPITAL, LLC | $13.0M | 0.06% |
| Madison Wealth Partners, Inc | $13.0M | 2.07% |
| Tower Wealth Partners, Inc. | $12.8M | 7.10% |
| Telos Capital Management, Inc. | $12.8M | 1.23% |
| Hardy Reed LLC | $12.8M | 0.93% |
| Wescott Financial Advisory Group, LLC | $12.7M | 1.11% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $12.7M | 0.06% |
| Dynamic Advisor Solutions LLC | $12.7M | 0.40% |
| GFS Advisors, LLC | $12.6M | 1.61% |
| GREAT VALLEY ADVISOR GROUP, INC. | $12.5M | 0.23% |
| MATRIX PRIVATE CAPITAL GROUP LLC | $12.4M | 6.00% |
| Ameritas Investment Partners, Inc. | $12.4M | 0.38% |
| FLAGSHIP HARBOR ADVISORS, LLC | $12.4M | 0.55% |
| OLD NATIONAL BANCORP /IN/ | $12.4M | 0.21% |
| PCA Investment Advisory Services Inc. | $12.4M | 4.13% |
| Integrated Advisors Network LLC | $12.4M | 0.65% |
| NAPLES GLOBAL ADVISORS, LLC | $12.4M | 0.90% |
| Alliance Private Wealth, LLC | $12.3M | 4.42% |
| TIAA TRUST, NATIONAL ASSOCIATION | $12.3M | 0.75% |
| Rice Partnership, LLC | $12.2M | 1.66% |
| GRIMES & Co WEALTH MANAGEMENT, LLC | $12.1M | 0.34% |
| SIMON QUICK ADVISORS, LLC | $12.1M | 0.55% |
| MISSION WEALTH MANAGEMENT, LP | $12.1M | 0.25% |
| LEVEL FOUR ADVISORY SERVICES, LLC | $12.1M | 0.40% |
| Sandbox Financial Partners, LLC | $12.0M | 3.39% |
| SoundView Advisors Inc. | $12.0M | 4.26% |
| YANKCOM Partnership | $12.0M | 4.92% |
| Townsend Financial Planning, LLC | $11.9M | 11.54% |
| FFT WEALTH MANAGEMENT LLC | $11.9M | 2.16% |
| TD Asset Management Inc | $11.9M | 0.01% |
| Cullen/Frost Bankers, Inc. | $11.9M | 0.13% |
| CLEAR WAVE WEALTH MANAGEMENT LLC | $11.8M | 2.56% |
| AtlasMark Financial, Inc | $11.8M | 7.61% |
| RiverGlades Family Offices LLC | $11.8M | 6.92% |
| Idaho Trust Co | $11.8M | 3.82% |
| Robinswood Financial LLC | $11.8M | 3.70% |
| Asset Allocation Strategies LLC | $11.7M | 2.08% |
| Montecito Bank & Trust | $11.7M | 1.92% |
| Caldwell Trust Co | $11.6M | 1.04% |
| MTC Wealth Management LLC | $11.6M | 5.50% |
| Orion Porfolio Solutions, LLC | $11.6M | 0.10% |
| Belpointe Asset Management LLC | $11.5M | 0.42% |
| Waldron Private Wealth LLC | $11.5M | 0.45% |
| Global Wealth Management Investment Advisory, Inc. | $11.5M | 1.79% |
| Rochester Wealth Strategies, LLC | $11.4M | 6.92% |
| DAVENPORT & Co LLC | $11.4M | 0.06% |
| Affiance Financial, LLC | $11.4M | 1.84% |
| May Hill Capital, LLC | $11.3M | 2.85% |
| TECTONIC ADVISORS LLC | $11.3M | 0.60% |
| CX Institutional | $11.3M | 0.34% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $11.2M | 3.20% |
| Lee-Kelleher Wealth Management | $11.2M | 6.66% |
| PRINCIPAL SECURITIES, INC. | $11.1M | 0.16% |
| EASTERN BANK | $11.0M | 0.19% |
| IFS Advisors, LLC | $11.0M | 5.68% |
| Ellis Investment Partners, LLC | $11.0M | 1.91% |
| Affinity Capital Advisors, LLC | $11.0M | 1.54% |
| TruWealth Advisors, LLC | $10.9M | 0.53% |
| Partnership Wealth Management, LLC | $10.9M | 8.34% |
| Kingsview Wealth Management, LLC | $10.9M | 0.15% |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | $10.8M | 1.61% |
| Vectors Research Management, LLC | $10.8M | 3.16% |
| Savvy Advisors, Inc. | $10.7M | 0.29% |
| Certified Advisory Corp | $10.6M | 0.95% |
| VestGen Advisors, LLC | $10.6M | 0.28% |
| Rossmore Private Capital | $10.6M | 0.93% |
| Hiley Hunt Wealth Management | $10.5M | 4.64% |
| Prime Capital Investment Advisors, LLC | $10.5M | 0.12% |
| Petix & Botte Co | $10.5M | 2.34% |
| Vanguard National Trust Co | $10.5M | 0.66% |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | $10.5M | 1.01% |
| Transcendent Capital Group LLC | $10.4M | 4.73% |
| StrongBox Wealth, LLC | $10.3M | 3.31% |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $10.3M | 0.05% |
| TOMPKINS FINANCIAL CORP | $10.3M | 0.82% |
| Independent Solutions Wealth Management, LLC | $10.2M | 1.51% |
| 1 NORTH WEALTH SERVICES LLC | $10.2M | 3.67% |
| Stratos Investment Management, LLC | $10.2M | 0.41% |
| Physician Wealth Advisors, Inc. | $10.0M | 1.40% |
| Triangle Securities Wealth Management | $10.0M | 2.28% |
| Sage Financial Management Group, Inc. | $10.0M | 3.07% |
| Florida Trust Wealth Management Co | $10.0M | 0.28% |
| CITADEL ADVISORS LLC | $10.0M | 0.00% |
| Aft, Forsyth & Sober, LLC | $10.0M | 3.04% |
| Choate Investment Advisors | $9.9M | 0.19% |
| JMAC ENTERPRISES LLC | $9.9M | 1.90% |
| Atria Investments, Inc | $9.9M | 0.11% |
| Lebenthal Global Advisors, LLC | $9.9M | 1.43% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $9.8M | 0.03% |
| Evercore Wealth Management, LLC | $9.8M | 0.15% |
| Associated Banc-Corp | $9.8M | 0.26% |
| Destiny Capital Corp/CO | $9.7M | 5.19% |
| SlateStone Wealth, LLC | $9.7M | 0.80% |
| NTV Asset Management LLC | $9.6M | 1.06% |
| World Investment Advisors | $9.6M | 0.15% |
| FIRST CITIZENS BANK & TRUST CO | $9.5M | 0.20% |
| Pachira Investments Inc. | $9.4M | 4.41% |
| WESBANCO BANK INC | $9.4M | 0.26% |
| Ramsay, Stattman, Vela & Price, Inc. | $9.4M | 1.85% |
| BlueChip Wealth Advisors LLC | $9.4M | 4.11% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $9.3M | 0.00% |
| Kopp Family Office, LLC | $9.3M | 6.43% |
| Allegheny Financial Group | $9.3M | 1.26% |
| Mascoma Wealth Management LLC | $9.3M | 1.93% |
| Angeles Investment Advisors, LLC | $9.3M | 0.62% |
| David J Yvars Group | $9.2M | 5.15% |
| National Philanthropic Trust | $9.2M | 0.10% |
| PETTYJOHN, WOOD & WHITE, INC | $9.2M | 1.47% |
| Carr Financial Group Corp | $9.2M | 2.42% |
| Advisory Alpha, LLC | $9.2M | 0.25% |
| Richwood Investment Advisors, LLC | $9.2M | 7.05% |
| SEGALL BRYANT & HAMILL, LLC | $9.1M | 0.13% |
| ASPIRIANT, LLC | $9.1M | 0.26% |
| Opes Wealth Management LLC | $9.1M | 1.50% |
| Clarus Wealth Advisors | $9.1M | 3.88% |
| MGO ONE SEVEN LLC | $8.9M | 0.18% |
| Citizens National Bank Trust Department | $8.9M | 1.49% |
| MAGNOLIA CAPITAL MANAGEMENT LTD | $8.9M | 5.99% |
| GHP Investment Advisors, Inc. | $8.8M | 0.36% |
| Snowden Capital Advisors LLC | $8.7M | 0.23% |
| TD Waterhouse Canada Inc. | $8.7M | 0.03% |
| Spire Wealth Management | $8.7M | 0.30% |
| Bank of Jackson Hole Trust | $8.7M | 4.21% |
| United Financial Planning Group LLC | $8.7M | 5.13% |