List of Nominees by Institution—Top Investment Services Directors in Financial Institutions Awards


1st Source Bank / 1st Source Asset Advisors
360 Federal Credit Union / 360 Investment Center
7 17 / 7 17 Retirement & Investment Group
Advancial Federal Credit Union / Advancial Investment Services
Affinity Federal Credit Union / Affinity Investment Services
Affinity Plus FCU / Affinity Plus Investment Center
Alabama ONE Credit Union / Alabama ONE Wealth Advisory
Alabama Teachers Credit Union / Alabama Teachers Investment Services
Allegacy Federal Credit Union / Allegacy Investment Group
Alliant Credit Union / Alliant Retirement and Investment Services
Aloha Pacific FCU / Aloha Pacific Financial Group
Amarillo National Bank / Amarillo Investment Services
American Airlines CU / Flagship Financial Group
American Bank & Trust / AB&T Investment Services
American Eagle Financial Credit Union / American Eagle Investment Services
American Federal Bank / American Federal Investments
American Heritage / American Heritage Investment & Retirement Center
American Savings Bank, FSB / American Savings Investment Services
America’s First Federal Credit Union / America’s First Financal Advisors
AmeriServ Bank / West Chester Capital Advisors, Inc.
Andrew Johnson Bank / Andrew Johnson Investment Services
Apple Bank / ABS Associates
Arvest Bank / Arvest Wealth Management
Associated Bank / Associated Investment Services
Atlantic Union Bank and Trust / Atlantic Union Financial Consultants
Austin Bank / AB Financial Services
Avadian Credit Union / Avadian Financial Services
AVB Bank / AVB Investment Center
Avidia Bank / Avidia Investment Services
b1Bank / Business First Wealth Solutions Group
BancFirst / BancFirst
Banco Services Inc. /
Bangor Savings Bank / Bangor Wealth Management
Bank First / Bank First
Bank of Ann Arbor / Bank of Ann Arbor Trust & Investment Management Group
Bank of Colorado / Bank of Colorado Investment Services
Bank Five Nine / Summit Street Wealth Management
Bank of Hawaii / Bankoh Investment Services
Bank Midwest / Midwest Wealth Management
BankNewport / OceanPoint Investment Solutions
Bank of Blue Valley / Blue Valley Investment Services
Bank of New Glarus / BNG Investment Services
Bank of Old Monroe / Old Monroe Investment Services
Bank of Springfield / BOS Investment Services
Bank of Stockton / Bank of Stockton Wealth Management Group
Bank of Tennessee / Carter County Wealth Management
Bank of the West / BancWest Investment Services
Bank of Wisconsin Dells / BWD Wealth Management
BankFive / BankFive
Bankers’ Bank / Bankers’ Wealth Management
BankPlus Bank / BankPlus Wealth Management Group
Banner Bank / Banner Investment Services
Baraboo State Bank / Third Oak Investment Services
Bay Federal Credit Union / Investment Services at Bay Federal Credit Union
BCU / BCU Wealth Advisors
Beacon CU / Beacon Investment Services
BECU / BECU Investment Services
Beehive Federal Credit Union / Beehive Investments & Insurances
Belco Community CU / Belco Retirement & Investment Services
Bell Bank / Bell Bank Wealth Management
Bellwether Community Credit Union / Northeast Planning Associates, Inc.
Bethpage Federal Credit Union / Bethpage Financial Group
Better Banks / Investment Strategists at Better Banks
Black Hills Federal CU / Black Hills Investment Services
Blackhawk Community Credit Union / Blackhawk Wealth Management Services
BMO Harris Bank / BMO Investment Services
Bremer Bank / Bremer Investments
Bristol County Savings Bank / Bristol Wealth Group
Brookline Bank / Brookline Investment Services
Bruning Bank / Bruning Wealth Management
Burke & Herbert Bank / Burke & Herbert Wealth Management
Busey Bank / Busey Wealth Management
Byron Bank (IL) / Byron Wealth Management
California Credit Union / California Credit Union Wealth Management
Camden National Bank / Camden Financial Consultants
CAMPUS USA CU / CAMPUS Investment and Trust Services
Canvas CU / Canvas Advisors
Capital City Bank / Capital City Investments
Capital Credit Union / Financial Solutions @ Capital Credit Union
CapStar Bank / CapStar Wealth Management
Cashmere Valley Bank / Cashmere Valley Wealth Management
Cathay Bank / Cathay Wealth Management
CBI Bank & Trust / CBI Investment Services
CCB Community Bank / CCB Financial Services, Inc.
Cedar Rapids Bank & Trust / Cedar Rapids Investment Consulting
CEFCU / CEFCU Investment Services
Centennial Bank / Centennial Financial Services
Centier Bank / Centier Investment Services
Centra Credit Union / Centra Financial Services
Central Bank & Trust Company / Central Investment Center
Central Bank Illinois / Central Bank Illinois
Central Pacific Bank / Central Pacific Investment Services
Central Trust Bank / Central Investment Advisors
CFCU Community Credit Union / CFCU Wealth Management
Chemung Canal Trust Company / CFS Group, Inc.
Cherokee State Bank / Cherokee Investment Services
Choice Bank / Choice wealth
Citigroup / Citi Personal Wealth Management
Citizens and Farmers Bank / C&F Wealth Management Corportation
Citizens Bank of Kentucky / Citizens Bank of Kentucky
Citizens Bank of Mukwonago / Citizens Investment Services
Citizens Bank / Citizens Securities Inc.
Citizens Business Bank / CitizensTrust Investment Services
Citizens First Bank (Viroqua) / Citizens First Bank
Citizens National Bank / Citizens National Bank Wealth Management
Citizens National Bank (MS) / Citizens National Bank Wealth Management
Citizens National Bank, N.A. / Citizens National Investment Services
Citizens National Bank of Park Rapids / Citizens Financial Services
Citizens State Bank / Citizens State Bank
Civista Bank / Civista Investments
Claremont Savings Bank / Claremont Financial Services
Clear Mountain Bank / Clear Mountain Financial Services
CNB Bank / 1865 Wealth Advisors
Coastal Community Credit Union / Coastal Community Private Wealth Group
CoastHills Credt Union / CoastHills Wealth Management
Columbia Bank / CB Financial Services
Columbia Credit Union / Columbia Credit Union
Comerica / Comerica Securities
Commerce Bank / Commerce Brokerage Services Inc
Commercial Bank & Trust / CBCT Investments
CommunityAmerica Credit Union / Wealth Management by CommunityAmerica
Community Bank / Community Investment Services
Community Choice Credit Union / Community Choice Investment Services
Community Financial Credit Union / Community Financial Investments and Insurance Services
Community Financial Services Bank / CFSB Investments
Community First Bank /
Community First Bank of Indiana / Community First Investment Group
Community Trust Bank / Community Trust and Investment Company
Connections Credit Union / Connections Investment Services
Copper Financial Network, LLC / Copper Financial Network, LLC
Cornerstone Bank / Cornerstone Financial Group
Cornerstone Bank (MA) / Capstone Planning Group
Cornerstone Financial Credit Union/ Cornerstone Financial Credit Union
Cornhusker Bank / Cornhusker Wealth Management
Corning Credit Union / CCU Wealth Strategies
Credit Union of Southern California / SoCal Wealth Management
Credit Union West (AZ) / Credit Union West
Crest Savings Bank / Crest Wealth Management
Crossroads Bank / Investment Center at Crossroads Bank
Cyprus Financial & Insurance /
CTBC Bank Corp / CTBC Wealth Management
Dacotah Bank / Dacotah Bank
Dairy State Bank / DSB Financial Group
Dean Bank / Comprehensive Wealth Planners at Dean Bank
Decorah Bank & Trust Company / Wealth Management Servcies at Decorah Bank & Trust Co.
D.L. Evans Bank / D.L. Evans Investment Services
Deere Employees Credit Union / DECU Investment & Retirement Services
Delta Community Credit Union / Delta Community Retirement & Investment Services
Desert Financial Credit Union / Desert Financial Wealth Management
Diamond Credit Union / Diamond Financial Planning
Digital Federal Credit Union / Digital Investment Services
Dime Bank / Northstar Wealth Partners
Dime Community Bank / Dime Financial Services
Dow Chemical Employees’ Credit Union / Retirement & Investment Center located at Dow Chemical Employees’ Credit Union
Dubuque Bank & Trust / DB&T Investment Services
Dupaco Credit Union / Dupaco Financial Services, Inc.
DuPont Community Credit Union / Member Investment Services
East Idaho Credit Union / East Idaho Wealth Management
Easthampton Savings Bank / ESB Financial Services
Eastman Credit Union / Eastman Credit Union Asset Management
East West Bank / East West Investment Services
EECU / EECU Member Investment Services
Elements Financial FCU / Elements Wealth Management
Elkhorn Valley Bank and Trust / Elkhorn Valley Investments
Emory Alliance Credit Union / Alliance Retirement & Investment Services
Ephrata National Bank / ENB Investment Services
ESL Federal Credit Union / ESL Investment Services, LLC
Essa Bank & Trust / ESSA Investment Services
Evans Bank / Evans Investment Services
Evansville Teachers FCU / ETFCU Financial Group
Exchange Bank / Exchange Bank Trust and Investment Management
F&M Bank /
FAIRWINDS Credit Union / FAIRWINDS Credit Union
Family Trust Federal Credit Union / Steward Concepts
Farmers & Merchants State Bank / FM Investment Services
Farmers Bank and Trust /
Farmers National Bank / FNB Investment Services
Farmers State Bank (IN) / Farmers State Bank
Fifth Third Bank / Fifth Third Securities
Financial Partners Credit Union / Financial Partners Wealth Management
First American Bank / First American Bank
First Bank (NC) / FB Wealth Management
First Bank / FB Wealth Management
First Bank of Owasso / First Financial Services
First Bankers Trust Company, N.A. / First Investment Services
First Bethany Bank & Trust / Integrity Wealth Management
First Busines Bank / Investment Services at First Business Bank
First Central State Bank / Vosler Investment Group
First Citizens Bank / First Citizens Investor Services, Inc.
First Citizens Community Bank / FCCB Wealth Advisors
First Citizens National Bank / First Citizens National Bank
First Columbia Bank & Trust Co / First Columbia Investment Center
First Commercial Bank, N.A. / First Commercial Bank
First Commonwealth Bank / First Commonwealth Advisors
First Community Bank / First Community Wealth Management, Inc.
First Community Bank of Central Alabama / First Community Financial Services
First Community CU / Investment Services at First Community
First Federal Savings Bank / First Federal Savings Bank
First Federal Savings and Loan Association of Lakewood / FFL Investments
First Financial Bank / Yellow Cardinal Brokerage Services
First Financial Northwest Bank / First Financial Wealth Services
First Florida Credit Union / First Florida Investment Services
First Harrison Bank / First Harrison Financial Services
First Hawaiian Bank / First Hawaiian Advisors
First Horizon Bank / First Horizon Advisors, Inc.
First International Bank & Trust / First International Investments
First Interstate Bank / First Interstate Investment Services
First Midwest Bank / First Midwest Investment Services
First National Bank Altavista / First National Advisors
First National Bank of Bastrop / First National Advisors
First National Bank of Hamilton / First National Bank of Hamilton
First National Bank of Le Center / First National Bank of Le Center
First National Bank of Long Island / First Investments
First National Bank of Middle Tennessee / FNB Wealth Management Services
First National Bank of Omaha / 1st Investments and Planning
First National Bank of Pennsylvania / FNB Investment Services
First National Bank & Trust (Iron Mountain, MI) / First National Wealth Management
First Neighbor Bank, N.A. / First Neighbor Investments
First Northern Bank of Wyoming / First Northern Advisors
First Peoples Community Federal Credit Union / First Peoples Wealth Mangement Services
First PREMIER Bank / First PREMIER Investment Services
First Savings Bank / First Savings Wealth Management
First Southern Bank (IL) / First Southern Bank
First State Bank (Athens, TX) / First State Financial Services
First State Bank (New London, WI) / First State Investment Center
First State Bank Shannon-Polo-Lake Carroll / FSB Wealth Group
First State Bank of St. Charles / First State Wealth Advisors
First Tech Federal Credit Union / Addison Avenue Investment Services
First United Bank & Trust / First United Wealth Management
First Western Bank / First Western Bank
Firstar Bank / First Financial Center
FirstBank / First Bank Investment Partners
Five Star Bank /
Flagstar Bank / Investment & Insurance Services at Flagstar Bank
FNB Corporation / First National Investment Services
FNBC Bank / FNBC Bank
FNCB Bank / 1st Investment Services
Forcht Bank / Hamburg Financial Group
Founders Federal Credit Union / Founders Investment Services
Fox Coummunities Credit Union / Fox Communities Investment Services
Frandsen Bank & Trust / Frandsen Investment Services
Frankenmuth Credit Union / Member Investment Center located at Frankenmuth Credit Union
Franklin Mint Federal Credit Union / Mint Wealth Advisors
Freedom Credit Union / MEMBERS Financial Services Program
Fremont Bank / FB Investment Services
Fort Worth Community Credit Union / Fort Worth Community Investments
Fulton Bank / Fulton Financial Advisors
Gate City Bank / Gate City Investment Services
German American Bank / German American Bank Investment Services
Gesa Credit Union / Gesa Investment Services
Glen Falls National Bank and Trust Company / Glen Falls National Investment Services
Gorham Savings Bank / Gorham Financial Group
Granite State Credit Union / LPL Financial located at Granite State Credit Union
Great Plains National Bank / Great Plains Investment Services

Greater Texas FCU / Greater Texas Financial Soulutions
GreenState Credit Union / GreenState Wealth Management
Greenwoods State Bank / Greenwoods Wealth Management
Greylock Federal Credit Union / Greylock Investment Group
GTE Financial / GTE Investment Group
Guaranty State Bank & Trust Co. / GSB Financial Resource Center
Gulf Coast Bank / LPL Financial at Gulf Coast Bank
Gulf Coast Bank & Trust / Gulf Coast Wealth Management
HancockWhitney Bank / Hancock Whitney Investment Services
Happy State Bank / Happy Investment Services
Hawaii Community Federal Credit Union / Koa Financial Services LLC
Heartland Bank and Trust Company / Heartland Bank and Trust Company Asset Management and Trust Services
Heartland Bank (OH) / Heartland Planning Associates
Heartland Credit Union / Heartland Wealth Strategies
Heritage Southeast Bank / Heritage Southeast Bank
HFCU Service, LLC /
Hiway Credit Union / Investment Services at Hiway Credit Union
Holy Rosary Credit Union / Northeast Planning Associates, Inc.
Home Bank /HB Financial
Horicon Bank / Horicon Bank
Hudson Valley Credit Union / Wealth Management at Hudson Valley Credit Union
Huntington Bank / Huntington Investment Company
Idaho Trust Bank / Idaho Trust Bank
IH Mississippi Valley Credit Union / IHMVCU Investment Services
Illinois Bank & Trust / Illinois Bank & Trust
Independence Bank Of Kentucky / Independence Financial Services
Inland Bank & Trust / LPL Financial
IBC Bank / IBC Investment Services
Interra CU / Interra Investments
INTRUST Bank / INTRUST Financial Services
Ion Bank / Ion Investments
Itasca Bank & Trust Co / LPL Financial located at Itasca Bank & Trust Co.
Ixonia Bank / Ixonia Wealth Management
Jax Federal Credit Union / Jax Federal Investment Services
Johnson Financial Group / Johnson Financial Group Financial Advisors
Jonah Bank of Wyoming / Jonah Wealth Management LLC
Kellogg Community Credit Union / KCCU Investment Services
Kennebec Savings Bank / Kennebec Wealth Management
Key Bank / Key Investment Services
Kinecta Federal Credit Union / Kinecta Wealth Management
Kirtland Federal Credit Union / Kirtland Financial Services
Kitsap Credit Union / LPL Financial located at Kitsap Credit Union
Knoxville TVA Employees Credit Union / Tennessee Valley Asset Management Partners
Lake Michigan Credit Union / MaxWealth Management
Lake Trust Credit Union / Lake Trust Financial Life Planning
Landmark Credit Union / Landmark Investment Center located at Landmark Credit Union
LCNB National Bank / LCNB Investment Services
Leaders Credit Union / Leaders Investment Services
Liberty Bank / Liberty Bank Investment Services
Lincoln Savings Bank / LSB Wealth Management
Listerhill Credit Union / Listerhill Financial Services
Lone Star National Bank / Lone Star National Bank Investment Services
Lyons National Bank / LNB Financial Services
Logix Federal Credit Union / Logix Financial Services
M&T Bank / Wilmington Trust
Maine Savings FCU /
Martha’s Vineyard Savings /
Mascoma Savings Bank /
Mechanics Bank /
Members 1st Federal CU / Members 1st Investment Services
Merck Sharp & Dohme Federal CU /
Michigan Educational CU /
Michigan Schools & Government CU / MSGCU Investment Services
Mid Minnesota Federal CU /
Midwest Bank, NA /
Midwest Community Bank /
Midwest Members Credit Union /
MidWestOne Bank / MidWestOne Investment Services
MNB Bank /
Monona Bank /
Montecito Bank & Trust /
Mound City Bank /
Mountain America CU / Mountain America Investment Services
Mountain Commerce Bank /
Mutual of Omaha Bank (NE) /
MUFG Union Bank / UnionBanc Investment Services
Navigant Credit Union / NCU Financial
Navy Federal Financial Group / Navy Federal Investment Services
N B T Bank, N.A.
Neighborhood Credit Union /
New Era Bank /
New York Community Bank / LPL Financial Located at NYCB
Nextier Bank /
NH Trust / NH Trust Financial Advisors
North Central Bank /
Northeast Credit Union /
Northfield Bank /
Northrup Grumman FCU / NGFCU Wealth Management
Northway Bank /
Northwest Bank /
Northwest Community Bank /
Northwest Financial / Northwest Financial Advisors
Notre Dame Credit Union / Private Member Group
O Bee Credit Union / O Bee Financial Services
Oconee State Bank /Oconee State Financial Services
Old 2nd National Bank of Aurora /
Old National Bank / Old National Wealth Management
Old Point Trust and Financial Services /
One Bank of Tennessee /
OneAZ Credit Union / OneAZ Wealth Management
OnPoint Community Credit Union / OnPoint Investment Services
Orange County’s Credit Union /
ORNL Federal Credit Union /
Our Community Federal CU /
Oxford FCU /
Partners Federal Credit Union / Partners Retirement and Wealth Management
Peapack Gladstone Bank /
Peoples Bank / Peoples Investment Services
Peoples Bank (PA) /
PeoplesBank a Codrus Valley Company / PeoplesWealth Advisors
Peoples Security Bank & Trust /
Peoples Trust Savings Bank /
Pinnacle Bank / Pinnacle Financial Partners
Pioneer Bank /
Pioneer Bank & Trust /
Popular Bank / Popular Investments
Power Financial Credit Union
Premier America Credit Union / Premier America Wealth Management Group
Premier Community Bank /
Prospera Credit Union /
Provident Savings Bank (CA) /
Pyramax Bank /
QNB Bank /
Quad City Bank & Trust /
Qualstar Credit Union / Qualstar Financial Services
Queensborough National Bank /
Randolph Brooks Federal Credit Union – RBFCU Sat Asc / RBFCU Investments Group
Red River Bank /
Redstone Federal CU /
Regional Missouri Bank /
Regions Bank / Regions Investment Services
Renasant Bank /
River City Bank /
Riverwood Bank /
Rockland Trust Company /
Rollstone Bank & Trust /
Royal Credit Union /
S&T Bank / S&T Financial Services
Saco & Biddeford Savings Institution / S&B Financial Services
Sacramento Credit Union
SAFE Credit Union /
Salem Five Cent Savings Bank / Salem Five Investment Services, Inc.
San Diego County CU /
Sandia Laboratory FCU / Sandia Laboratory FCU
Santander / Santander Investments
Savers Bank /
SchoolsFirst FCU / SchoolsFirst Trust & Investment Services
Seacoast Bank /
Security Savings Bank /
Security Service Federal Credit Union / Security Service Investment Group
SEFCU / SEFCU Wealth Management Services
Sharonview Fedearl CU / Sharonview Financial Services
Shelby State Bank /
Shell Lake State Bank / Ford Financial Group
Shore United Bank /
Sikorsky Financial CU /
Simmons Bank / Simmons Investment Services
SmartBank / SmartBank Investment Services
South Shore Bank / South Shore Bank
Southeast Financial Credit Union / Southeast Financial Credit Union
Southern Bank / Southern Wealth Management
Southern Mass Credit Union /
Southside Bank / Southside Investment Services
Southstate Bank / Southstate Investment Services
SPIRE Credit Union / SPIRE Wealth Management
Stanford Federal CU / Stanford Federal Investment Services
Starion Bank /
State Bank of Cross Plains /
State Bank of Faribault /
State Bank of Lizton /
State Bank of Southwest (MO) /
Sterling National Bank / Sterling Wealth Services
Stock Exchange Bank /
Stock Yards Bank & Trust / Stock Yards Bank & Trust Wealth Management
Summit Community Bank /
Summit Credit Union / Summit Financial Advisors
Suncoast CU / Suncoast Trust & Investment Services
Superieor Credit Union /
Synergy Bank /
Synovus / Synovus Securities, Inc.
Tampa Bay FCU /
Teachers Credit Union / TCU Investment Services
Technology Credit Union /
Telhio Credit Union /
Texans Credit Union / Texans Financial
Texas Dow Employee CU /
Texas State Bank /
Texas Trust Credit Union /
The Bank and Trust / Westex Investment Services
The Bank of Missouri /
The Bank of Tampa /
The Citizens Bank /
The Citizens National Bank /
The Citizens State Bank / Citizens Financial Services
The Community Bank OH /
The Croghan Colonial Bank /
The Equitable Bank / Equitable Investment Center
The F&M Bank / The F&MIS
The Fidelity Bank /
The Fidelity Deposit & Discount Bank /
The First State Bank /
The Genoa Bank Compan (OH) /
The Golden 1 Credit Union /
The Heritage Bank /
The Middlefield Banking Co. /
The Nodaway Valley Bank /
The Paducah Bank & Trust Co. /
The Peoples Community Bank /
The Richwood Banking Company /
The Summit / The Summit Retirement & Investment Services
Third Coast Bank Ssb – Main / Third Coast Advisors
Tioga State Bank /
Tompkins Trust Company / Tompkins Wealth Advisors
Topline FCU / S
Tower Federal Credit Union /
Town and Country Bank /
TowneBank / Towne Wealth Management
Travis Credit Union / Travis Financial Services
Tri Counties Bank / Tri Counties Advisors
Tropical Financial Credit Union / Tropical Financial Investment and Insurance Services
True Community Credit Union /
Truist Financial / Truist Investment Services
TruMark Financial Credit Union / TruMark Financial Wealth Advisors
Trustmark National Bank / Trustmark Investment Advisors, Inc.
Trustone Financial Credit Union /
Truxton Trust /
TTCU Federal Credit Union /
TVA Federal Credit Union /
Two Rivers Bank & Trust /
Unibank for Savings /
Unify Financial Federal CU /
Union Bank Company /
Union State Bank of Hazen /
UnionBanc Investment Services / UnionBanc Investment Services
United Community Bank – Perham /
United Bank of Michigan /
United Bank / United Brokerage Services, Inc
United Community Bank /
United Community Bank (KY) /
United Southern Bank /
Upper Pennisula State Bank /
UW Credit Union / Investment Services at UW Credit Union
Valley Strong Credit Union /
Vantage Credit Union / Vantage Investment Services Group
Vantage West CU / Vantage West Financial Advisors
Veridian CU / Veridian Investment & Trust Services
Verity Credit Union / Verity Credit Union
Verve Credit Union / Verve Wealth Management
Vibe Credit Union /
Visions Federal credit Union / Visions Investment Services
Vystar Credit Union /
Washington Trust Bank / WTB Investment Services
Waterstone Bank /
Wayne Bank /
Waypoint Bank /
Webster Bank / Webster Bank Investment Services
Wellby Financial / Wellby Financial
WesBanco / WesBanco Securities
Wescom CU / Wescom Financial Services, LLC
Western State Bank /
Westfield Bank /
Wilson Bank and Trust / Wilson Bank and Trust Investment Services
Wings Financial / Wings Financial Advisors
Wintrust / Wintrust Investments
Wisconsin Bank & Trust /
Woodforest Bank / Woodforest Wealth Strategies
WSECU / WSECU Investment Management
Wyoming Bank & Trust
Zions Bank N.A. / Zions Wealth Advisors