| Crestwood Advisors Group, LLC | $1.2億 | 1.99% |
| NOVARE CAPITAL MANAGEMENT LLC | $3361.8万 | 2.66% |
| Watchman Group, Inc. | $3006.4万 | 7.28% |
| Newman Dignan & Sheerar, Inc. | $2951.7万 | 6.21% |
| Jacobi Capital Management LLC | $2575.4万 | 1.44% |
| EverSource Wealth Advisors, LLC | $2093.5万 | 0.64% |
| FULTON BANK, N.A. | $1489.2万 | 0.52% |
| JPMORGAN CHASE & CO | $1358.8万 | 0.00% |
| ACIMA PRIVATE WEALTH, LLC | $1163.2万 | 3.65% |
| Clarion Wealth Managment Partners, LLC | $1051.4万 | 9.53% |
| Old Port Advisors | $1039.0万 | 2.39% |
| CROBAN | $1016.5万 | 4.78% |
| FORTEM FINANCIAL GROUP, LLC | $896.5万 | 2.25% |
| ATWOOD & PALMER INC | $855.0万 | 0.48% |
| Gibraltar Capital Management, Inc. | $780.0万 | 1.34% |
| TRUSTMARK BANK TRUST DEPARTMENT | $643.6万 | 0.41% |
| ENVESTNET ASSET MANAGEMENT INC | $540.0万 | 0.00% |
| MML INVESTORS SERVICES, LLC | $449.6万 | 0.01% |
| Farther Finance Advisors, LLC | $384.4万 | 0.04% |
| Atlantic Edge Private Wealth Management, LLC | $351.9万 | 0.86% |
| Advisory Services Network, LLC | $322.3万 | 0.04% |
| Applied Finance Capital Management, LLC | $296.1万 | 0.22% |
| SAXON INTERESTS, INC. | $256.5万 | 0.88% |
| OPPENHEIMER & CO INC | $183.0万 | 0.02% |
| LPL Financial LLC | $174.5万 | 0.00% |
| Tidal Investments LLC | $134.8万 | 0.00% |
| TECTONIC ADVISORS LLC | $121.4万 | 0.06% |
| Quantinno Capital Management LP | $116.5万 | 0.00% |
| Accurate Wealth Management, LLC | $103.2万 | 0.12% |
| OneAscent Family Office, LLC | $90.2万 | 0.63% |
| BankPlus Trust Department | $84.4万 | 0.23% |
| UBS Group AG | $83.8万 | 0.00% |
| InTrack Investment Management Inc | $71.2万 | 0.41% |
| PRIVATE TRUST CO NA | $66.7万 | 0.06% |
| Confluence Wealth Services, Inc. | $66.5万 | 0.03% |
| CIBC WORLD MARKET INC. | $51.5万 | 0.00% |
| MGO ONE SEVEN LLC | $39.2万 | 0.01% |
| Plan A Wealth LLC | $33.8万 | 0.16% |
| STIFEL FINANCIAL CORP | $32.9万 | 0.00% |
| STEEL GROVE CAPITAL ADVISORS, LLC | $25.4万 | 0.03% |
| Auxano Advisors, LLC | $22.6万 | 0.05% |
| OSAIC HOLDINGS, INC. | $2.9万 | 0.00% |
| ASSETMARK, INC | $1.7万 | 0.00% |
| PlanVest Financial, Inc | $1045.0 | 0.00% |
| Russell Investments Group, Ltd. | $36.0 | 0.00% |