| ARGENT CAPITAL MANAGEMENT LLC | $84.6M | 519,537 | 2.70% | 2q | -3.4%-$3.0M |
| Douglas Lane & Associates, LLC | $69.1M | 424,761 | 0.93% | new | NEW |
| Farther Finance Advisors, LLC | $43.6M | 267,759 | 0.31% | new | NEW |
| Avidian Wealth Enterprises, LLC | $32.9M | 201,900 | 0.92% | new | NEW |
| Apella Capital, LLC | $26.6M | 161,843 | 0.34% | new | NEW |
| MassMutual Private Wealth & Trust, FSB | $25.4M | 156,091 | 0.67% | new | NEW |
| Gradient Investments LLC | $24.6M | 150,933 | 0.35% | new | NEW |
| Bath Savings Trust Co | $23.4M | 143,767 | 2.42% | new | NEW |
| Gerald Baker Financial Group LLC | $22.8M | 140,359 | 6.45% | new | NEW |
| GAMMA Investing LLC | $22.1M | 135,832 | 0.75% | new | NEW |
| Valeo Financial Advisors, LLC | $16.5M | 101,383 | 0.35% | 2q | +1.0%+$159.3K |
| Venture Visionary Partners LLC | $15.9M | 97,856 | 0.42% | new | NEW |
| CONGRESS ASSET MANAGEMENT CO | $15.9M | 97,510 | 0.10% | new | NEW |
| VISTA INVESTMENT PARTNERS LLC | $15.0M | 91,933 | 3.90% | new | NEW |
| Allen Mooney & Barnes Investment Advisors LLC | $13.9M | 85,530 | 2.07% | 2q | HELD |
| Wedmont Private Capital | $13.9M | 82,592 | 0.33% | new | NEW |
| Versant Capital Management, Inc | $9.3M | 57,083 | 0.79% | new | NEW |
| Martin Capital Partners, LLC | $8.9M | 54,912 | 3.20% | new | NEW |
| Stokes Capital Advisors, LLC | $8.7M | 53,658 | 1.92% | new | NEW |
| Violich Capital Management, Inc. | $8.6M | 52,900 | 0.93% | 2q | +0.9%+$77.3K |
| SAPIENT CAPITAL LLC | $8.5M | 52,435 | 0.11% | new | NEW |
| Bill Few Associates, Inc. | $7.9M | 48,302 | 1.62% | new | NEW |
| Keystone Financial Planning, Inc. | $7.8M | 47,734 | 1.92% | 2q | -0.5%-$42.3K |
| Deane Retirement Strategies, Inc. | $7.7M | 47,535 | 3.17% | 2q | -0.9%-$68.8K |
| Atlas Brown,Inc. | $6.9M | 42,347 | 1.82% | 2q | HELD |
| Everhart Financial Group, Inc. | $6.7M | 41,417 | 0.42% | new | NEW |
| TILIA FIDUCIARY PARTNERS, INC. | $6.6M | 40,668 | 1.53% | 2q | +993.5%+$6.0M |
| TITLEIST ASSET MANAGEMENT, LLC | $6.5M | 39,640 | 0.42% | new | NEW |
| VALLEY WEALTH MANAGERS, INC. | $6.0M | 37,122 | 0.34% | 2q | HELD |
| McAlister, Sweet & Associates, Inc. | $5.4M | 33,267 | 3.42% | new | NEW |
| YHB Investment Advisors, Inc. | $5.2M | 31,704 | 0.33% | new | NEW |
| Legacy Private Trust Co. | $5.1M | 31,521 | 0.28% | new | NEW |
| Graves Light Lenhart Wealth, Inc. | $5.1M | 31,208 | 0.48% | new | NEW |
| Hamilton Capital, LLC | $5.0M | 30,688 | 0.28% | new | NEW |
| O'Keefe Stevens Advisory, Inc. | $5.0M | 30,655 | 1.02% | new | NEW |
| HF Advisory Group, LLC | $5.0M | 30,569 | 1.48% | new | NEW |
| Trust Co | $4.5M | 27,916 | 0.40% | 2q | +1206.3%+$4.2M |
| Private Capital Advisors, Inc. | $4.4M | 27,215 | 0.38% | 2q | -2.2%-$97.6K |
| Sound Income Strategies, LLC | $4.4M | 26,194 | 0.20% | new | NEW |
| Acropolis Investment Management, LLC | $4.4M | 26,895 | 0.18% | new | NEW |
| STABLEFORD CAPITAL II LLC | $4.3M | 26,220 | 1.48% | new | NEW |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $4.2M | 26,032 | 0.28% | 2q | +7.5%+$294.6K |
| CoreCap Advisors, LLC | $4.0M | 24,755 | 0.12% | new | NEW |
| Worth Asset Management, LLC | $3.9M | 24,144 | 1.15% | 2q | +325.2%+$3.0M |
| Exchange Bank | $3.9M | 24,017 | 2.42% | new | NEW |
| RFG - Bristol Wealth Advisors, LLC | $3.9M | 23,853 | 0.92% | new | NEW |
| DAVIDSON TRUST CO | $3.7M | 22,912 | 1.47% | new | NEW |
| AVITY INVESTMENT MANAGEMENT INC. | $3.7M | 22,467 | 0.23% | new | NEW |
| Quintet Private Bank (Europe) S.A. | $3.6M | 22,353 | 0.16% | new | NEW |
| Greenfield Savings Bank | $3.5M | 21,527 | 1.33% | new | NEW |
| Athena Wealth Management, LLC | $3.5M | 21,323 | 2.49% | new | NEW |
| Cadent Capital Advisors, LLC | $3.5M | 21,248 | 0.74% | new | NEW |
| Red Spruce Capital, LLC | $3.4M | 21,101 | 1.21% | new | NEW |
| ALKEME WEALTH, LLC | $3.4M | 20,658 | 1.27% | new | NEW |
| Bank & Trust Co | $3.4M | 20,658 | 2.11% | new | NEW |
| ECLECTIC ASSOCIATES INC /ADV | $3.2M | 19,794 | 0.36% | new | NEW |
| CYPRESS ASSET MANAGEMENT INC/TX | $3.0M | 18,247 | 0.59% | new | NEW |
| SPRING CAPITAL MANAGEMENT, LLC | $2.9M | 18,073 | 1.41% | new | NEW |
| ARMSTRONG ADVISORY GROUP, INC | $2.9M | 17,967 | 0.18% | new | NEW |
| S.E.E.D. Planning Group LLC | $2.9M | 17,785 | 0.71% | new | NEW |
| Adelphi Trust Co | $2.9M | 17,748 | 1.90% | new | NEW |
| ACT WEALTH MANAGEMENT, LLC | $2.8M | 17,365 | 0.83% | new | NEW |
| ATWOOD & PALMER INC | $2.7M | 16,554 | 0.14% | new | NEW |
| Hummer Financial Advisory Services Inc | $2.7M | 16,550 | 1.76% | new | NEW |
| Galvin, Gaustad & Stein, LLC | $2.7M | 16,481 | 0.20% | new | NEW |
| BOS Asset Management, LLC | $2.7M | 16,321 | 0.62% | new | NEW |
| RHODES INVESTMENT ADVISORS INC /ADV | $2.6M | 15,919 | 1.84% | new | NEW |
| Peoples Bank/KS | $2.4M | 15,045 | 2.39% | new | NEW |
| Monument Capital Management | $2.4M | 14,902 | 0.51% | new | NEW |
| CHICKASAW CAPITAL MANAGEMENT LLC | $2.3M | 14,357 | 0.08% | new | NEW |
| Insight Wealth Strategies, LLC | $2.3M | 14,327 | 0.23% | new | NEW |
| BONNESS ENTERPRISES INC | $2.3M | 14,185 | 0.75% | new | NEW |
| Mirador Capital Partners LP | $2.3M | 14,046 | 0.27% | new | NEW |
| Rosenberg Matthew Hamilton | $2.2M | 13,494 | 0.39% | 2q | HELD |
| Montz Harcus Wealth Management LLC | $2.2M | 13,442 | 0.77% | new | NEW |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $2.2M | 13,353 | 0.04% | new | NEW |
| TrueWealth Advisors, LLC | $2.1M | 13,078 | 0.48% | new | NEW |
| CENTRAL BANK & TRUST CO | $2.1M | 13,031 | 0.30% | new | NEW |
| General Partner, Inc. | $2.0M | 12,578 | 1.10% | new | NEW |
| Vann Equity Management LLC | $2.0M | 12,158 | 1.18% | new | NEW |
| Asempa Wealth Advisors | $1.9M | 11,846 | 1.48% | new | NEW |
| Castleview Partners, LLC | $1.9M | 11,913 | 0.85% | new | NEW |
| Weaver Consulting Group | $1.9M | 11,876 | 0.38% | new | NEW |
| EPIQ PARTNERS, LLC | $1.9M | 11,713 | 0.82% | new | NEW |
| KFA Private Wealth Group, LLC | $1.8M | 10,918 | 0.42% | new | NEW |
| FELL CAPITAL MANAGEMENT /ADV | $1.8M | 10,830 | 1.52% | new | NEW |
| Whalen Wealth Management Inc. | $1.8M | 10,823 | 0.75% | new | NEW |
| TOTH FINANCIAL ADVISORY CORP | $1.7M | 10,371 | 0.17% | new | NEW |
| M.E. ALLISON & CO., INC. | $1.7M | 10,216 | 0.93% | new | NEW |
| Dupree Financial Group, LLC | $1.7M | 10,211 | 0.60% | new | NEW |
| First Heartland Consultants, Inc. | $1.6M | 9,699 | 0.10% | new | NEW |
| Olistico Wealth, LLC | $1.5M | 9,485 | 0.65% | 2q | HELD |
| Factor Wealth Management LTD | $1.5M | 9,091 | 0.23% | new | NEW |
| Bullock Wealth Management Group | $1.4M | 8,785 | 0.60% | 11q | HELD |
| RTD Financial Advisors, Inc. | $1.4M | 8,659 | 0.15% | new | NEW |
| Heartwood Wealth Advisors LLC | $1.4M | 8,592 | 0.11% | 2q | +1.6%+$22.5K |
| Capital Advisors Wealth Management, LLC | $1.4M | 8,574 | 0.16% | new | NEW |
| Strong Retirement Solutions LLC | $1.4M | 8,524 | 0.78% | new | NEW |
| Persium Advisors, LLC | $1.3M | 8,200 | 0.70% | new | NEW |
| RIVERSEDGE ADVISORS, LLC | $1.3M | 8,133 | 0.16% | new | NEW |