| Unison Advisors LLC |
| 16.8% | 17.95% | #1 | $240.9M | 2.4M | $236.7M | 2.4M | +18,172+0.77% | Add |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC |
| 0.7% | 0.82% | #16 | $56.7M | 561,581 | $58.0M | 580,080 | -18,499-3.19% | Reduce |
| TIAA Wealth Investment Management LLC |
| 0.28% | 0.33% | #35 | $41.9M | 414,611 | $43.9M | 438,910 | -24,299-5.54% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #113 | $38.7M | 383,067 | $34.6M | 345,991 | +37,076+10.72% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #145 | $33.8M | 334,859 | $20.6M | 205,701 | +129,158+62.79% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.03% | 0.03% | #84 | $24.9M | 246,117 | $23.5M | 234,760 | +11,357+4.84% | Add |
| Joel Isaacson & Co., LLC |
| 0.7% | 0.77% | #15 | $24.3M | 240,333 | $23.1M | 231,552 | +8,781+3.79% | Add |
| HighTower Advisors, LLC |
| 0.02% | 0.02% | #93 | $23.9M | 236,290 | $21.8M | 218,434 | +17,856+8.17% | Add |
| Cetera Investment Advisers |
| 0.02% | 0.02% | #94 | $20.5M | 203,435 | $19.8M | 198,090 | +5,345+2.70% | Add |
| Avantax Planning Partners, Inc. |
| 0.47% | 0.52% | #23 | $18.9M | 187,307 | $19.0M | 190,307 | -3,000-1.58% | Reduce |
| SEEDS INVESTOR LLC |
| 1.7% | 2.24% | #8 | $16.5M | 163,498 | $16.5M | 163,601 | -103-0.06% | Reduce |
| HALL CAPITAL MANAGEMENT CO INC |
| 4.62% | — | #2 | $14.8M | 146,836 | $0 | 0 | +146,836 | New Buy |
| Merit Financial Group, LLC |
| 0.09% | 0.07% | #62 | $14.1M | 139,584 | $8.8M | 87,737 | +51,847+59.09% | Add |
| Aspire Private Capital, LLC |
| 2.86% | 2.66% | #6 | $13.8M | 137,153 | $11.8M | 117,819 | +19,334+16.41% | Add |
| Equitable Holdings, Inc. |
| 0.08% | 0.09% | #65 | $12.8M | 126,352 | $14.0M | 138,894 | -12,542-9.03% | Reduce |
| KEYVANTAGE WEALTH, LLC |
| 3.61% | 0.62% | #3 | $9.5M | 94,424 | $1.4M | 14,123 | +80,301+568.58% | Add |
| Heartwood Wealth Advisors LLC |
| 0.64% | 0.63% | #19 | $8.2M | 81,425 | $7.3M | 72,593 | +8,832+12.17% | Add |
| First Financial Bank - Trust Division |
| 1.04% | 0.41% | #12 | $7.5M | 75,321 | $7.5M | 75,321 | 00.00% | Unchanged |
| Silver Oak Advisory Group, Inc. |
| 2.91% | 2.66% | #5 | $7.4M | 73,232 | $6.2M | 61,603 | +11,629+18.88% | Add |
| Atria Investments, Inc |
| 0.07% | 0.07% | #68 | $6.8M | 67,449 | $6.3M | 63,287 | +4,162+6.58% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #140 | $6.7M | 65,926 | $4.9M | 48,871 | +17,055+34.90% | Add |
| Ashton Thomas Private Wealth, LLC |
| 0.14% | 0.16% | #46 | $6.5M | 64,478 | $6.6M | 65,652 | -1,174-1.79% | Reduce |
| S.A. Mason LLC |
| 1.97% | 2.07% | #7 | $6.4M | 63,407 | $5.5M | 55,286 | +8,121+14.69% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #151 | $6.1M | 60,901 | $5.2M | 51,845 | +9,056+17.47% | Add |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
| 0.28% | 0.3% | #36 | $5.7M | 55,973 | $5.3M | 52,738 | +3,235+6.13% | Add |
| Apella Capital, LLC |
| 0.08% | 0.08% | #64 | $5.6M | 55,564 | $5.6M | 55,664 | -100-0.18% | Reduce |
| Hassell Wealth Management, LLC |
| 1.63% | 0.47% | #9 | $5.3M | 52,922 | $1.4M | 13,996 | +38,926+278.12% | Add |
| Seed Wealth Management, Inc. |
| 3.15% | 3.43% | #4 | $5.0M | 49,335 | $5.0M | 49,885 | -550-1.10% | Reduce |
| TRUIST FINANCIAL CORP |
| 0.01% | 0.01% | #125 | $4.8M | 48,007 | $4.6M | 46,153 | +1,854+4.02% | Add |
| Cerity Partners LLC |
| <0.01% | <0.01% | #128 | $4.0M | 39,323 | $1.6M | 16,138 | +23,185+143.67% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #155 | $3.9M | 38,313 | $4.5M | 44,958 | -6,645-14.78% | Reduce |
| Verus Financial Partners, Inc. |
| 0.32% | 0.26% | #32 | $3.8M | 37,425 | $2.9M | 29,016 | +8,409+28.98% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #136 | $3.2M | 32,041 | $1.9M | 19,262 | +12,779+66.34% | Add |
| CAPTRUST FINANCIAL ADVISORS |
| <0.01% | <0.01% | #132 | $2.8M | 27,367 | $2.7M | 27,054 | +313+1.16% | Add |
| Integrity Wealth Solutions LLC |
| 0.9% | 0.92% | #13 | $2.4M | 24,004 | $2.3M | 23,381 | +623+2.66% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | <0.01% | #152 | $2.3M | 22,922 | $1.6M | 15,832 | +7,090+44.78% | Add |
| Mariner, LLC |
| <0.01% | <0.01% | #141 | $2.3M | 22,470 | $2.3M | 23,254 | -784-3.37% | Reduce |
| TCI Wealth Advisors, Inc. |
| 0.09% | 0.11% | #59 | $2.1M | 21,278 | $2.1M | 21,273 | +5+0.02% | Add |
| Timonier Family Office, LTD. |
| 0.59% | — | #21 | $2.1M | 20,803 | $0 | 0 | +20,803 | New Buy |
| Elser Financial Planning, Inc |
| 0.09% | 0.03% | #61 | $2.0M | 19,952 | $703,396 | 7,032 | +12,920+183.73% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #164 | $2.0M | 19,682 | $3.4M | 34,299 | -14,617-42.62% | Reduce |
| Frankly Finances, LLC |
| 1.54% | 1.34% | #10 | $1.9M | 19,295 | $1.4M | 13,979 | +5,316+38.03% | Add |
| Elequin Capital, LP |
| 0.06% | 0.09% | #73 | $1.9M | 18,378 | $1.1M | 12,361 | +6,017+48.68% | Add |
| Envestnet Portfolio Solutions, Inc. |
| 0.01% | 0.01% | #115 | $1.8M | 17,494 | $1.2M | 12,071 | +5,423+44.93% | Add |
| HARBOUR INVESTMENTS, INC. |
| 0.02% | 0.02% | #91 | $1.7M | 17,257 | $1.4M | 13,800 | +3,457+25.05% | Add |
| Oak Wealth Advisors LLC |
| 0.83% | 0.96% | #14 | $1.7M | 17,194 | $1.7M | 17,393 | -199-1.14% | Reduce |
| First Heartland Consultants, Inc. |
| 0.11% | 0.15% | #52 | $1.7M | 17,170 | $1.9M | 19,098 | -1,928-10.10% | Reduce |
| SigFig Wealth Management, LLC |
| 0.04% | 0.04% | #79 | $1.7M | 16,637 | $1.5M | 15,199 | +1,438+9.46% | Add |
| FINANCIAL MANAGEMENT NETWORK INC |
| 0.24% | 0.25% | #39 | $1.7M | 16,641 | $1.6M | 16,279 | +362+2.22% | Add |
| Paragon Capital Management Ltd |
| 0.31% | 0.37% | #34 | $1.7M | 16,371 | $1.7M | 17,362 | -991-5.71% | Reduce |
