| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC |
| 0.2% | 0.23% | #41 | $59.1M | 1.1M | $59.1M | 1.1M | -16,911-1.52% | Reduce |
| High Probability Advisors, LLC |
| 5.51% | 5.27% | #1 | $51.5M | 956,143 | $41.2M | 775,203 | +180,940+23.34% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #165 | $50.0M | 927,127 | $26.2M | 491,861 | +435,266+88.49% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #161 | $45.3M | 839,727 | $40.5M | 763,210 | +76,517+10.03% | Add |
| HighTower Advisors, LLC |
| 0.03% | 0.03% | #87 | $33.3M | 617,225 | $30.8M | 579,232 | +37,993+6.56% | Add |
| Facet Wealth, Inc. |
| 0.44% | 0.48% | #18 | $30.8M | 571,010 | $27.8M | 522,876 | +48,134+9.21% | Add |
| Alesco Advisors, LLC, An ESL Co |
| 0.61% | 0.62% | #13 | $26.7M | 495,210 | $24.5M | 461,036 | +34,174+7.41% | Add |
| FMR LLC |
| <0.01% | <0.01% | #179 | $26.2M | 486,133 | $24.8M | 466,514 | +19,619+4.21% | Add |
| HSBC HOLDINGS PLC |
| 0.01% | 0.01% | #135 | $17.7M | 327,700 | $17.8M | 334,772 | -7,072-2.11% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #155 | $16.5M | 306,420 | $13.2M | 248,730 | +57,690+23.19% | Add |
| SATOVSKY ASSET MANAGEMENT LLC |
| 2.63% | 2.94% | #2 | $16.5M | 305,418 | $16.7M | 314,060 | -8,642-2.75% | Reduce |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #187 | $13.6M | 252,292 | $10.2M | 192,084 | +60,208+31.34% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #162 | $12.7M | 236,481 | $10.9M | 205,111 | +31,370+15.29% | Add |
| Klingman & Associates, LLC |
| 0.54% | 0.61% | #15 | $12.7M | 236,010 | $12.7M | 239,875 | -3,865-1.61% | Reduce |
| Composition Wealth, LLC |
| 0.15% | 0.16% | #46 | $12.6M | 233,913 | $11.9M | 223,119 | +10,794+4.84% | Add |
| Mariner, LLC |
| 0.01% | 0.01% | #116 | $12.3M | 227,931 | $12.0M | 226,207 | +1,724+0.76% | Add |
| Legacy Edge Advisors, LLC |
| 1.68% | 1.96% | #6 | $12.3M | 235,016 | $18.6M | 350,771 | -115,755-33.00% | Reduce |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #122 | $11.3M | 208,830 | $8.8M | 166,549 | +42,281+25.39% | Add |
| RWA WEALTH PARTNERS, LLC |
| 0.09% | 0.13% | #64 | $9.4M | 174,500 | $11.9M | 224,926 | -50,426-22.42% | Reduce |
| Betterment LLC |
| 0.02% | 0.02% | #108 | $9.0M | 167,573 | $8.6M | 161,323 | +6,250+3.87% | Add |
| GUGGENHEIM CAPITAL LLC |
| 0.06% | 0.06% | #80 | $9.0M | 167,032 | $7.6M | 143,376 | +23,656+16.50% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.01% | <0.01% | #110 | $8.5M | 157,869 | $1.5M | 27,636 | +130,233+471.24% | Add |
| Creative Planning |
| <0.01% | <0.01% | #149 | $7.8M | 144,788 | $7.0M | 131,285 | +13,503+10.29% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #129 | $6.8M | 126,216 | $6.5M | 122,012 | +4,204+3.45% | Add |
| MYECFO, LLC |
| 2.29% | 2.66% | #4 | $6.1M | 112,730 | $6.3M | 119,530 | -6,800-5.69% | Reduce |
| Hennion & Walsh Asset Management, Inc. |
| 0.17% | 0.17% | #44 | $5.9M | 109,332 | $5.1M | 95,611 | +13,721+14.35% | Add |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #178 | $5.8M | 107,445 | $5.1M | 96,274 | +11,171+11.60% | Add |
| Note Advisors, LLC |
| 2.35% | 2.56% | #3 | $5.4M | 100,569 | $5.1M | 96,345 | +4,224+4.38% | Add |
| ALLIANCEBERNSTEIN L.P. |
| <0.01% | <0.01% | #174 | $5.4M | 101,965 | $6.1M | 113,457 | -11,492-10.13% | Reduce |
| NBT BANK, N.A. |
| 0.35% | 0.33% | #25 | $5.3M | 97,930 | $5.1M | 95,210 | +2,720+2.86% | Add |
| Wedmont Private Capital |
| 0.14% | 0.1% | #48 | $5.1M | 94,537 | $3.1M | 58,562 | +35,975+61.43% | Add |
| ALTFEST L J & CO INC |
| 0.48% | 0.36% | #16 | $5.0M | 92,584 | $3.3M | 63,024 | +29,560+46.90% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | <0.01% | #166 | $4.9M | 90,357 | $1.3M | 25,181 | +65,176+258.83% | Add |
| Whitegate Investment Counselors, Inc. |
| 1.38% | 1.59% | #7 | $4.9M | 90,224 | $5.0M | 94,080 | -3,856-4.10% | Reduce |
| BAILARD, INC. |
| 0.09% | 0.1% | #62 | $4.6M | 84,678 | $4.6M | 85,971 | -1,293-1.50% | Reduce |
| ARROW FINANCIAL CORP |
| 0.4% | 0.46% | #21 | $4.5M | 82,875 | $4.6M | 86,120 | -3,245-3.77% | Reduce |
| ASSETMARK, INC |
| 0.01% | 0.01% | #136 | $4.3M | 78,868 | $4.1M | 76,546 | +2,322+3.03% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #189 | $4.2M | 77,900 | $3.6M | 67,744 | +10,156+14.99% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #192 | $3.8M | 70,332 | $3.6M | 67,777 | +2,555+3.77% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #150 | $3.7M | 69,201 | $2.6M | 49,726 | +19,475+39.16% | Add |
| Retirement Planning Group, LLC |
| 0.09% | 0.11% | #60 | $3.7M | 68,083 | $3.6M | 68,083 | 00.00% | Unchanged |
| Elequin Capital, LP |
| 0.11% | — | #57 | $3.6M | 66,671 | $0 | 0 | +66,671 | New Buy |
| Wealthfront Advisers LLC |
| 0.01% | 0.01% | #138 | $3.5M | 65,476 | $2.4M | 44,534 | +20,942+47.02% | Add |
| Corient Private Wealth LLC |
| <0.01% | <0.01% | #167 | $3.4M | 63,829 | $1.3M | 25,077 | +38,752+154.53% | Add |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | 0.01% | #151 | $3.4M | 63,629 | $3.4M | 64,502 | -873-1.35% | Reduce |
| CAPTRUST FINANCIAL ADVISORS |
| 0.01% | <0.01% | #146 | $3.4M | 63,403 | $1.7M | 31,331 | +32,072+102.37% | Add |
| Cascade Financial Partners, LLC |
| 0.29% | 0.32% | #28 | $3.4M | 62,524 | $3.1M | 57,745 | +4,779+8.28% | Add |
| James J. Burns & Company, LLC |
| 0.36% | 0.52% | #24 | $3.3M | 61,526 | $3.8M | 72,276 | -10,750-14.87% | Reduce |
| DURANTE & WATERS, LLC |
| 2.14% | 2.2% | #5 | $3.3M | 60,461 | $3.0M | 57,294 | +3,167+5.53% | Add |
| Cerity Partners LLC |
| <0.01% | <0.01% | #156 | $3.2M | 59,202 | $2.5M | 47,043 | +12,159+25.85% | Add |
