| Savant Capital, LLC |
| 0.36% | 0.3% | #17 | $121.9M | 1.5M | $61.2M | 751,429 | +723,848+96.33% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | <0.01% | #84 | $48.7M | 580,918 | $8.8M | 107,958 | +472,960+438.10% | Add |
| BIP Wealth, LLC |
| 0.63% | 0.86% | #11 | $22.2M | 265,198 | $21.2M | 259,514 | +5,684+2.19% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #145 | $21.4M | 255,726 | $21.0M | 257,909 | -2,183-0.85% | Reduce |
| LRI Investments, LLC |
| 1.15% | 1.4% | #4 | $16.2M | 193,131 | $15.8M | 193,374 | -243-0.13% | Reduce |
| MORGAN STANLEY |
| <0.01% | <0.01% | #172 | $12.9M | 154,465 | $14.4M | 180,693 | -26,228-14.52% | Reduce |
| HighTower Advisors, LLC |
| 0.01% | 0.01% | #94 | $9.2M | 110,171 | $9.3M | 114,526 | -4,355-3.80% | Reduce |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #92 | $8.4M | 99,967 | $7.5M | 91,702 | +8,265+9.01% | Add |
| MAI Capital Management |
| 0.03% | 0.05% | #68 | $8.1M | 96,395 | $8.0M | 97,869 | -1,474-1.51% | Reduce |
| Compound Planning, Inc. |
| 0.2% | 0.21% | #34 | $7.6M | 90,795 | $6.8M | 83,147 | +7,648+9.20% | Add |
| FLOW TRADERS U.S. LLC |
| 0.29% | 0.18% | #22 | $7.1M | 84,330 | $5.8M | 70,662 | +13,668+19.34% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #149 | $6.9M | 82,849 | $6.7M | 82,305 | +544+0.66% | Add |
| Evanson Financial, LLC |
| 0.34% | — | #19 | $6.8M | 81,712 | $0 | 0 | +81,712 | New Buy |
| Great Point Wealth Advisors, LLC |
| 0.91% | 1.05% | #6 | $5.6M | 67,323 | $5.7M | 69,693 | -2,370-3.40% | Reduce |
| Csenge Advisory Group |
| 0.23% | 0.27% | #28 | $5.6M | 66,399 | $6.0M | 73,724 | -7,325-9.94% | Reduce |
| WESCAP Management Group, Inc. |
| 0.96% | 0.97% | #5 | $5.1M | 61,071 | $4.9M | 60,393 | +678+1.12% | Add |
| BANK OF MONTREAL /CAN/ |
| <0.01% | <0.01% | #139 | $4.9M | 58,785 | $4.9M | 60,505 | -1,720-2.84% | Reduce |
| Corient Private Wealth LLC |
| <0.01% | 0.01% | #119 | $4.8M | 57,340 | $4.7M | 57,731 | -391-0.68% | Reduce |
| Elwood & Goetz Wealth Advisory Group, LLC |
| 0.7% | 0.78% | #10 | $4.8M | 56,877 | $4.6M | 56,513 | +364+0.64% | Add |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
| 0.07% | 0.08% | #55 | $4.7M | 56,451 | $4.6M | 56,243 | +208+0.37% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #175 | $4.5M | 53,386 | $4.7M | 57,327 | -3,941-6.87% | Reduce |
| Kestra Advisory Services, LLC |
| 0.01% | 0.02% | #83 | $4.4M | 52,290 | $4.3M | 52,823 | -533-1.01% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #155 | $4.2M | 50,334 | $4.1M | 49,922 | +412+0.83% | Add |
| Waterfront Wealth Inc. |
| 0.63% | 0.7% | #12 | $4.0M | 47,517 | $3.8M | 47,052 | +465+0.99% | Add |
| Checchi Capital Advisers, LLC |
| 0.18% | 0.24% | #35 | $3.9M | 46,956 | $4.8M | 59,259 | -12,303-20.76% | Reduce |
| Grove Street Fiduciary, LLC |
| 1.53% | 1.55% | #1 | $3.6M | 43,141 | $3.5M | 43,268 | -127-0.29% | Reduce |
| Creative Planning |
| <0.01% | <0.01% | #132 | $3.4M | 40,180 | $3.3M | 40,363 | -183-0.45% | Reduce |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #179 | $3.2M | 38,398 | $3.0M | 36,688 | +1,710+4.66% | Add |
| FAMILY WEALTH PARTNERS, LLC |
| 0.91% | 0.99% | #7 | $3.0M | 35,382 | $2.9M | 35,591 | -209-0.59% | Reduce |
| Janney Montgomery Scott LLC |
| 0.01% | 0.01% | #109 | $2.8M | 32,967 | $2.6M | 32,022 | +945+2.95% | Add |
| Wealth Architects, LLC |
| 0.21% | 0.23% | #30 | $2.7M | 32,033 | $2.6M | 32,285 | -252-0.78% | Reduce |
| HARBOUR INVESTMENTS, INC. |
| 0.04% | 0.04% | #64 | $2.7M | 31,838 | $2.5M | 31,158 | +680+2.18% | Add |
| Rockefeller Capital Management L.P. |
| <0.01% | <0.01% | #116 | $2.5M | 29,863 | $2.5M | 31,257 | -1,394-4.46% | Reduce |
| TOWLE & CO |
| 0.79% | 0.55% | #9 | $2.3M | 27,955 | $1.4M | 17,456 | +10,499+60.15% | Add |
| SMITH, MOORE & CO. |
| 0.15% | 0.17% | #38 | $2.3M | 27,929 | $2.3M | 27,929 | 00.00% | Unchanged |
| Impact Capital Partners LLC |
| 0.59% | 0.59% | #13 | $2.1M | 25,622 | $2.0M | 24,077 | +1,545+6.42% | Add |
| Marathon Strategic Advisors, LLC |
| 1.2% | 1.48% | #2 | $2.1M | 25,385 | $2.1M | 25,215 | +170+0.67% | Add |
| Atria Investments, Inc |
| 0.02% | 0.02% | #78 | $2.1M | 25,245 | $2.0M | 24,630 | +615+2.50% | Add |
| Mariner, LLC |
| <0.01% | <0.01% | #129 | $2.0M | 24,246 | $2.0M | 24,284 | -38-0.16% | Reduce |
| GHP Investment Advisors, Inc. |
| 0.07% | 0.08% | #52 | $2.0M | 23,548 | $1.9M | 23,386 | +162+0.69% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #180 | $1.9M | 22,875 | $1.9M | 23,079 | -204-0.88% | Reduce |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #165 | $1.8M | 22,048 | $1.7M | 21,565 | +483+2.24% | Add |
| Allworth Financial LP |
| 0.01% | 0.01% | #99 | $1.8M | 21,499 | $2.1M | 25,745 | -4,246-16.49% | Reduce |
| RITHOLTZ WEALTH MANAGEMENT |
| 0.03% | 0.03% | #72 | $1.7M | 20,136 | $1.7M | 20,364 | -228-1.12% | Reduce |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #142 | $1.6M | 19,435 | $1.6M | 19,715 | -280-1.42% | Reduce |
| McLean Asset Management Corp |
| 0.21% | 0.27% | #31 | $1.6M | 18,554 | $1.6M | 19,181 | -627-3.27% | Reduce |
| Focus Partners Advisor Solutions, LLC |
| 0.01% | 0.03% | #85 | $1.6M | 18,524 | $3.0M | 37,122 | -18,598-50.10% | Reduce |
| Larson Financial Group LLC |
| 0.04% | 0.05% | #63 | $1.5M | 17,616 | $1.6M | 19,038 | -1,422-7.47% | Reduce |
| Wealth Care LLC |
| 1.17% | 1.24% | #3 | $1.4M | 17,263 | $1.4M | 17,139 | +124+0.72% | Add |
| Waverly Advisors, LLC |
| 0.01% | 0.01% | #96 | $1.4M | 17,202 | $1.5M | 18,455 | -1,253-6.79% | Reduce |
