| Orgel Wealth Management, LLC |
| 2.91% | 2.69% | #11 | $153.5M | 1.1M | $124.8M | 1.1M | +29,152+2.68% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.01% | 0.01% | #380 | $119.3M | 867,438 | $101.2M | 881,389 | -13,951-1.58% | Reduce |
| MORGAN STANLEY |
| 0.01% | 0.01% | #399 | $113.6M | 825,868 | $88.4M | 800,147 | +25,721+3.21% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.02% | 0.01% | #293 | $81.7M | 594,078 | $43.7M | 380,369 | +213,709+56.18% | Add |
| Mariner, LLC |
| 0.08% | 0.08% | #181 | $81.3M | 591,038 | $70.8M | 616,991 | -25,953-4.21% | Reduce |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO |
| 2.79% | 2.26% | #14 | $70.4M | 540,000 | $61.7M | 540,000 | 00.00% | Unchanged |
| Cerity Partners LLC |
| 0.07% | 0.07% | #198 | $60.9M | 442,935 | $51.3M | 446,747 | -3,812-0.85% | Reduce |
| AMERIPRISE FINANCIAL INC |
| 0.01% | 0.01% | #341 | $59.2M | 430,671 | $52.2M | 455,413 | -24,742-5.43% | Reduce |
| WELLS FARGO & COMPANY/MN |
| 0.01% | 0.01% | #371 | $52.0M | 378,299 | $43.4M | 378,219 | +80+0.02% | Add |
| Pathstone Holdings, LLC |
| 0.15% | 0.16% | #136 | $50.0M | 363,428 | $40.6M | 353,948 | +9,480+2.68% | Add |
| Savant Capital, LLC |
| 0.15% | 0.11% | #135 | $49.7M | 394,894 | $23.3M | 202,865 | +192,029+94.66% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #449 | $49.4M | 361,491 | $39.2M | 351,267 | +10,224+2.91% | Add |
| UBS Group AG |
| 0.01% | 0.01% | #395 | $48.9M | 355,333 | $41.0M | 356,739 | -1,406-0.39% | Reduce |
| ROYAL BANK OF CANADA |
| 0.01% | 0.01% | #386 | $48.2M | 350,597 | $41.7M | 363,191 | -12,594-3.47% | Reduce |
| Starr Indemnity & Liability Co |
| 12.59% | 10.58% | #2 | $47.5M | 364,098 | $41.6M | 364,098 | 00.00% | Unchanged |
| MONETA GROUP INVESTMENT ADVISORS LLC |
| 0.34% | 0.22% | #72 | $46.6M | 338,693 | $29.7M | 258,983 | +79,710+30.78% | Add |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #430 | $41.9M | 304,644 | $32.8M | 285,466 | +19,178+6.72% | Add |
| LPL Financial LLC |
| 0.01% | 0.01% | #373 | $36.9M | 268,540 | $27.9M | 242,537 | +26,003+10.72% | Add |
| OSAIC HOLDINGS, INC. |
| 0.04% | 0.04% | #232 | $36.4M | 264,227 | $28.9M | 251,267 | +12,960+5.16% | Add |
| HANTZ FINANCIAL SERVICES, INC. |
| 0.47% | 0.36% | #64 | $34.5M | 250,961 | $22.6M | 196,805 | +54,156+27.52% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.02% | 0.02% | #316 | $31.8M | 231,279 | $27.4M | 238,561 | -7,282-3.05% | Reduce |
| Cetera Investment Advisers |
| 0.03% | 0.03% | #276 | $31.0M | 225,666 | $25.8M | 224,498 | +1,168+0.52% | Add |
| C V STARR & CO INC |
| 15.9% | 13.56% | #1 | $29.7M | 227,427 | $26.0M | 227,427 | 00.00% | Unchanged |
| Warwick Investment Management, Inc. |
| 3.32% | 3.39% | #10 | $29.6M | 215,237 | $23.4M | 203,512 | +11,725+5.76% | Add |
| Francis Financial, Inc. |
| 3.89% | 3.74% | #9 | $23.7M | 182,027 | $20.2M | 176,517 | +5,510+3.12% | Add |
| OLD NATIONAL BANCORP /IN/ |
| 0.47% | 0.33% | #63 | $23.7M | 172,006 | $19.9M | 173,583 | -1,577-0.91% | Reduce |
| AdvisorNet Financial, Inc |
| 1.01% | 0.83% | #36 | $22.0M | 160,011 | $16.1M | 140,292 | +19,719+14.06% | Add |
| Wiser Wealth Management, Inc |
| 4.03% | 3.82% | #7 | $21.1M | 153,116 | $17.7M | 154,363 | -1,247-0.81% | Reduce |
| TCV Trust & Wealth Management, Inc. |
| 1.55% | 1.44% | #24 | $20.4M | 148,330 | $17.2M | 149,822 | -1,492-1.00% | Reduce |
| One Day In July LLC |
| 1.35% | 1.34% | #31 | $19.4M | 140,861 | $16.7M | 145,773 | -4,912-3.37% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.02% | 0.03% | #285 | $19.1M | 138,590 | $19.5M | 169,409 | -30,819-18.19% | Reduce |
| NWM ADVISORS, LLC |
| 12.48% | 11.57% | #3 | $15.8M | 121,546 | $12.7M | 111,130 | +10,416+9.37% | Add |
| Moss Adams Wealth Advisors LLC |
| 0.85% | 0.99% | #42 | $13.7M | 99,440 | $13.5M | 117,816 | -18,376-15.60% | Reduce |
| Janney Montgomery Scott LLC |
| 0.03% | 0.03% | #279 | $13.6M | 99,110 | $11.3M | 98,228 | +882+0.90% | Add |
| D.A. DAVIDSON & CO. |
| 0.07% | 0.07% | #199 | $13.2M | 101,477 | $12.0M | 105,248 | -3,771-3.58% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #440 | $13.2M | 96,027 | $9.4M | 82,106 | +13,921+16.95% | Add |
| Pinnacle Financial Partners, Inc. |
| 0.09% | 0.08% | #176 | $13.1M | 95,378 | $10.9M | 94,978 | +400+0.42% | Add |
| STIFEL FINANCIAL CORP |
| 0.01% | 0.01% | #356 | $12.8M | 93,215 | $8.3M | 72,612 | +20,603+28.37% | Add |
| Corient Private Wealth LLC |
| 0.01% | 0.01% | #362 | $12.8M | 93,114 | $10.1M | 88,279 | +4,835+5.48% | Add |
| Berman McAleer LLC |
| 1.47% | 1.46% | #25 | $12.7M | 92,161 | $10.7M | 93,456 | -1,295-1.39% | Reduce |
| Coign Capital Advisors LLC |
| 5.3% | 5.47% | #4 | $11.8M | 90,278 | $10.4M | 91,116 | -838-0.92% | Reduce |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV |
| 0.17% | 0.24% | #127 | $11.8M | 85,513 | $8.5M | 87,956 | -2,443-2.78% | Reduce |
| EP Wealth Advisors, LLC |
| 0.04% | 0.02% | #228 | $11.4M | 82,629 | $4.1M | 36,082 | +46,547+129.00% | Add |
| Marble Harbor Investment Counsel, LLC |
| 1.11% | 0.97% | #34 | $10.9M | 79,432 | $9.0M | 78,247 | +1,185+1.51% | Add |
| Concurrent Investment Advisors, LLC |
| 0.09% | 0.1% | #172 | $10.8M | 78,715 | $8.8M | 76,766 | +1,949+2.54% | Add |
| RAELIPSKIE PARTNERSHIP |
| 4.03% | 3.97% | #6 | $10.7M | 81,865 | $9.4M | 82,080 | -215-0.26% | Reduce |
| MAI Capital Management |
| 0.04% | 0.04% | #239 | $10.4M | 75,508 | $7.8M | 68,115 | +7,393+10.85% | Add |
| Mitsubishi UFJ Asset Management (UK) Ltd. |
| 4.78% | 4.44% | #5 | $10.3M | 74,800 | $8.6M | 74,800 | 00.00% | Unchanged |
| PERRYMAN FINANCIAL ADVISORY INC /AD |
| 1.37% | 1.27% | #30 | $10.3M | 74,800 | $8.5M | 73,788 | +1,012+1.37% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.02% | 0.04% | #289 | $10.0M | 76,621 | $15.8M | 137,808 | -61,187-44.40% | Reduce |
