| Fox Financial, Inc | $15.4M | 12.53% |
| Envestnet Portfolio Solutions, Inc. | $15.2M | 0.08% |
| Bricktown Capital, LLC | $14.8M | 2.91% |
| TOMPKINS FINANCIAL CORP | $14.8M | 1.18% |
| LIFE LINE WEALTH MANAGEMENT LLC | $14.4M | 6.43% |
| Three Bridge Wealth Advisors, LLC | $14.3M | 3.94% |
| Atlas Legacy Advisors, LLC | $14.3M | 2.60% |
| GGM Financial LLC | $13.9M | 6.38% |
| Private Wealth Asset Management, LLC | $13.7M | 1.46% |
| MOODY NATIONAL BANK TRUST DIVISION | $13.3M | 1.26% |
| Washington Trust Bank | $13.0M | 0.96% |
| Perigon Wealth Management, LLC | $12.9M | 0.23% |
| BESSEMER GROUP INC | $12.9M | 0.02% |
| Krane Financial Solutions LLC | $12.9M | 8.77% |
| OLD NATIONAL BANCORP /IN/ | $12.9M | 0.22% |
| Prime Capital Investment Advisors, LLC | $12.7M | 0.15% |
| BAILARD, INC. | $12.6M | 0.29% |
| Ascent Group, LLC | $12.4M | 0.43% |
| Taylor & Morgan Wealth Management, LLC | $12.4M | 7.09% |
| Heck Capital Advisors, LLC | $12.2M | 0.90% |
| First National Trust Co | $11.5M | 0.39% |
| Koss-Olinger Consulting, LLC | $11.1M | 0.93% |
| MV CAPITAL MANAGEMENT, INC. | $11.0M | 1.08% |
| MONETA GROUP INVESTMENT ADVISORS LLC | $10.9M | 0.08% |
| STEPH & CO | $10.9M | 3.10% |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | $10.8M | 8.84% |
| PROFFITT & GOODSON INC | $10.5M | 1.62% |
| StoneX Group Inc. | $10.5M | 0.57% |
| Summit Trail Advisors, LLC | $10.4M | 0.15% |
| WEST BANCORPORATION INC | $10.3M | 5.15% |
| FIRST HORIZON CORP | $10.3M | 0.43% |
| Meridian Wealth Management, LLC | $10.3M | 0.36% |
| Klaas Financial Asset Advisors, LLC | $10.2M | 1.40% |
| VOYA INVESTMENT MANAGEMENT LLC | $10.1M | 0.01% |
| Midwest Trust Co | $10.0M | 0.12% |
| GLENMEDE TRUST CO NA | $9.8M | 0.05% |
| Versant Capital Management, Inc | $9.6M | 0.94% |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | $9.4M | 0.84% |
| SHELTON WEALTH MANAGEMENT, LLC | $9.3M | 4.07% |
| Mullaney, Keating & Wright, Inc. | $9.3M | 5.06% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | $9.1M | 0.89% |
| Hoxton Planning & Management, LLC | $8.9M | 2.68% |
| Tanglewood Legacy Advisors, LLC | $8.9M | 3.22% |
| Trust Point Inc. | $8.8M | 0.77% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $8.8M | 0.11% |
| IEQ CAPITAL, LLC | $8.8M | 0.04% |
| NewEdge Wealth, LLC | $8.7M | 0.10% |
| Independence Bank of Kentucky | $8.7M | 1.10% |
| Rossmore Private Capital | $8.7M | 0.76% |
| Haverford Trust Co | $8.5M | 0.08% |
| Plan Group Financial, LLC | $8.4M | 1.98% |
| Summit Financial, LLC | $8.4M | 0.11% |
| Paragon Private Wealth Management, LLC | $8.4M | 2.64% |
| Strategic Financial Partners, Ltd. | $8.4M | 3.62% |
| Campion Asset Management | $8.4M | 5.68% |
| FULTON BANK, N.A. | $8.2M | 0.29% |
| SIMON QUICK ADVISORS, LLC | $8.1M | 0.37% |
| TD PRIVATE CLIENT WEALTH LLC | $8.0M | 0.17% |
| Savant Capital, LLC | $8.0M | 0.04% |
| Sincerus Advisory, LLC | $7.8M | 5.88% |
| Johnson Financial Group, Inc. | $7.7M | 0.28% |
| Bleakley Financial Group, LLC | $7.6M | 0.12% |
| Schneider Downs Wealth Management Advisors, LP | $7.5M | 0.83% |
| BEAM WEALTH ADVISORS, INC. | $7.5M | 1.87% |
| One Capital Management, LLC | $7.5M | 0.20% |
| SALEM INVESTMENT COUNSELORS INC | $7.4M | 0.22% |
| CITIZENS FINANCIAL GROUP INC/RI | $7.3M | 0.10% |
| Quantinno Capital Management LP | $7.3M | 0.01% |
| RWA WEALTH PARTNERS, LLC | $7.2M | 0.08% |
| Diversified Trust Co | $7.1M | 0.13% |
| FORTE ASSET MANAGEMENT LLC | $7.0M | 3.08% |
| CARRET ASSET MANAGEMENT, LLC | $7.0M | 0.69% |
| Baltimore-Washington Financial Advisors, Inc. | $7.0M | 0.30% |
| Aptus Capital Advisors, LLC | $6.9M | 0.05% |
| Modera Wealth Management, LLC | $6.9M | 0.08% |
| Summit Wealth Partners, LLC | $6.9M | 1.09% |
| Advisory Services Network, LLC | $6.8M | 0.09% |
| Nadler Financial Group, Inc. | $6.8M | 0.65% |
| Chicago Partners Investment Group LLC | $6.8M | 0.15% |
| FIFTH THIRD SECURITIES, INC. | $6.7M | 0.44% |
| Chesapeake Wealth Management | $6.7M | 2.07% |
| Bucket List Wealth Management, LLC | $6.7M | 4.02% |
| FIRST MERCHANTS CORP | $6.7M | 0.25% |
| PARK AVENUE SECURITIES LLC | $6.6M | 0.05% |
| Baron Financial Group, LLC | $6.6M | 3.57% |
| CITY HOLDING CO | $6.6M | 0.83% |
| Winthrop Partners - WNY, LLC | $6.6M | 3.52% |
| Capital Group Private Client Services, Inc. | $6.5M | 0.11% |
| Dickmeyer Boyce Financial Management, Inc. | $6.5M | 3.84% |
| Curi Capital, LLC | $6.5M | 0.12% |
| Dorsey & Whitney Trust CO LLC | $6.4M | 0.35% |
| Westshore Wealth, LLC | $6.4M | 2.23% |
| WESBANCO BANK INC | $6.2M | 0.17% |
| LEVEL FOUR ADVISORY SERVICES, LLC | $6.2M | 0.20% |
| Integrated Advisors Network LLC | $6.2M | 0.32% |
| CFM WEALTH PARTNERS LLC | $6.1M | 0.91% |
| FIRST NATIONAL BANK OF OMAHA | $6.1M | 0.19% |
| Orin Green Financial, LLC | $6.0M | 2.47% |
| Sunburst Financial Group, LLC | $6.0M | 1.10% |
| IFC Advisors LLC | $6.0M | 0.85% |
| TCV Trust & Wealth Management, Inc. | $5.9M | 0.50% |
| Triumph Capital Management | $5.8M | 1.19% |
| New England Private Wealth Advisors LLC | $5.8M | 0.67% |
| MATRIX ASSET ADVISORS INC/NY | $5.8M | 0.53% |
| TWIN FOCUS CAPITAL PARTNERS, LLC | $5.8M | 0.66% |
| Essex Financial Services, Inc. | $5.8M | 0.32% |
| Cornerstone Wealth Group, LLC | $5.8M | 0.37% |
| Goldstone Financial Group, LLC | $5.7M | 0.62% |
| Prosperity Consulting Group, LLC | $5.7M | 0.25% |
| Vanguard National Trust Co | $5.7M | 0.36% |
| Bryn Mawr Trust Advisors, LLC | $5.7M | 0.28% |
| St. Johns Investment Management Company, LLC | $5.6M | 2.36% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $5.6M | 0.03% |
| Sound View Wealth Advisors Group, LLC | $5.5M | 0.38% |
| HANCOCK WHITNEY CORP | $5.5M | 0.10% |
| SMITH CHAS P & ASSOCIATES PA CPAS | $5.5M | 0.30% |
| CAHABA WEALTH MANAGEMENT, INC. | $5.5M | 0.37% |
| Carl P. Sherr & Co., LLC | $5.4M | 2.55% |
| Smith & Howard Wealth Management, LLC | $5.3M | 1.15% |
| NTV Asset Management LLC | $5.3M | 0.59% |
| AQR CAPITAL MANAGEMENT LLC | $5.3M | 0.00% |
| AMES NATIONAL CORP | $5.3M | 3.17% |
| Acropolis Investment Management, LLC | $5.3M | 0.23% |
| EP Wealth Advisors, LLC | $5.2M | 0.03% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $5.1M | 0.03% |
| Smith Thornton Advisors LLC | $5.1M | 2.57% |
| CANANDAIGUA NATIONAL CORP | $5.1M | 0.45% |
| Gryphon Financial Partners LLC | $5.0M | 0.52% |
| Cullen/Frost Bankers, Inc. | $5.0M | 0.06% |
| Canopy Partners, LLC | $5.0M | 1.72% |
| Conservest Capital Advisors, Inc. | $5.0M | 0.45% |
| OPPENHEIMER & CO INC | $5.0M | 0.06% |
| FDx Advisors, Inc. | $4.9M | 1.57% |
| Centennial Bank/AR/ | $4.9M | 1.75% |
| Turtle Creek Wealth Advisors, LLC | $4.9M | 0.37% |
| MYCIO WEALTH PARTNERS, LLC | $4.8M | 0.96% |
| LPWM LLC | $4.8M | 1.21% |
| EVOKE WEALTH, LLC | $4.7M | 0.09% |
| Whitegate Investment Counselors, Inc. | $4.7M | 1.50% |
| BTC Capital Management, Inc. | $4.7M | 0.32% |
| PRINCIPAL SECURITIES, INC. | $4.6M | 0.07% |
| Orion Porfolio Solutions, LLC | $4.6M | 0.04% |
| TRUST CO OF TOLEDO NA /OH/ | $4.5M | 0.43% |
| Kingsview Wealth Management, LLC | $4.5M | 0.06% |
| CHOREO, LLC | $4.4M | 0.05% |
| IHT Wealth Management, LLC | $4.4M | 0.10% |
| HB Wealth Management, LLC | $4.4M | 0.03% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $4.4M | 0.03% |
| DAVIDSON TRUST CO | $4.3M | 1.86% |
| Laird Norton Wetherby Trust Company, LLC | $4.3M | 0.09% |