| Cresset Asset Management, LLC |
| 0.43% | 0.48% | #28 | $117.6M | 3.7M | $112.0M | 3.5M | +169,808+4.80% | Add |
| HAMEL ASSOCIATES, INC. |
| 7.08% | 7.42% | #1 | $25.7M | 808,765 | $26.0M | 820,968 | -12,203-1.49% | Reduce |
| OSAIC HOLDINGS, INC. |
| 0.02% | 0.03% | #103 | $19.5M | 614,098 | $18.4M | 581,839 | +32,259+5.54% | Add |
| Modern Wealth Management, LLC |
| 0.23% | 0.18% | #40 | $19.1M | 601,864 | $10.6M | 335,129 | +266,735+79.59% | Add |
| Summit Asset Management, LLC |
| 2.44% | 2.68% | #6 | $19.0M | 600,081 | $19.3M | 608,034 | -7,953-1.31% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #144 | $17.6M | 554,125 | $14.8M | 466,610 | +87,515+18.76% | Add |
| TriCert Investment Counsel Inc. |
| 1.37% | — | #12 | $14.7M | 463,465 | $0 | 0 | +463,465 | New Buy |
| HighTower Advisors, LLC |
| 0.01% | 0.01% | #114 | $13.8M | 436,215 | $13.9M | 438,488 | -2,273-0.52% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #179 | $13.3M | 417,980 | $13.2M | 416,216 | +1,764+0.42% | Add |
| Fifth Third Wealth Advisors LLC |
| 0.34% | 0.01% | #33 | $12.2M | 383,253 | $245,302 | 7,748 | +375,505+4,846.48% | Add |
| IRON Financial LLC |
| 4.16% | 4.29% | #2 | $10.1M | 317,888 | $9.8M | 310,328 | +7,560+2.44% | Add |
| WOODMONT INVESTMENT COUNSEL LLC |
| 0.52% | 0.57% | #25 | $9.5M | 300,864 | $9.2M | 290,541 | +10,323+3.55% | Add |
| TD Waterhouse Canada Inc. |
| 0.02% | — | #99 | $9.4M | 316,645 | $0 | 0 | +316,645 | New Buy |
| Charles Schwab Trust Co |
| 0.5% | 0.58% | #26 | $8.9M | 281,092 | $9.0M | 284,266 | -3,174-1.12% | Reduce |
| Nuveen, LLC |
| <0.01% | — | #165 | $7.1M | 223,899 | $0 | 0 | +223,899 | New Buy |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #167 | $7.0M | 220,757 | $1.5M | 48,567 | +172,190+354.54% | Add |
| Robertson Stephens Wealth Management, LLC |
| 0.16% | 0.18% | #51 | $6.7M | 209,797 | $6.3M | 200,124 | +9,673+4.83% | Add |
| LongView Wealth Management |
| 1.69% | 1.65% | #11 | $6.6M | 207,312 | $6.6M | 199,378 | +7,934+3.98% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #127 | $5.9M | 185,716 | $5.2M | 163,564 | +22,152+13.54% | Add |
| Integrated Wealth Concepts LLC |
| 0.03% | 0.03% | #95 | $5.8M | 183,315 | $3.4M | 106,366 | +76,949+72.34% | Add |
| Fiduciary Alliance LLC |
| 0.39% | 0.33% | #30 | $5.8M | 182,031 | $5.5M | 167,891 | +14,140+8.42% | Add |
| MAGNOLIA CAPITAL ADVISORS LLC |
| 0.96% | 1.1% | #17 | $5.6M | 176,650 | $5.6M | 177,126 | -476-0.27% | Reduce |
| OMC Financial Services LTD |
| 1.76% | 2.04% | #9 | $5.3M | 167,397 | $5.3M | 166,350 | +1,047+0.63% | Add |
| LeConte Wealth Management, LLC |
| 2.77% | 3.52% | #5 | $5.1M | 160,178 | $5.4M | 171,835 | -11,657-6.78% | Reduce |
| Waverly Advisors, LLC |
| 0.03% | 0.04% | #94 | $5.0M | 157,475 | $4.7M | 148,830 | +8,645+5.81% | Add |
| STIFEL FINANCIAL CORP |
| <0.01% | 0.01% | #143 | $4.9M | 153,526 | $5.7M | 179,729 | -26,203-14.58% | Reduce |
| Red Mountain Financial, LLC |
| 4.08% | 4.23% | #3 | $4.9M | 153,104 | $4.5M | 141,892 | +11,212+7.90% | Add |
| Mutual Advisors, LLC |
| 0.09% | 0.1% | #70 | $4.6M | 146,456 | $4.8M | 152,155 | -5,699-3.75% | Reduce |
| CAHILL FINANCIAL ADVISORS INC |
| 0.42% | 0.42% | #29 | $4.4M | 138,764 | $3.9M | 122,412 | +16,352+13.36% | Add |
| Carolina Wealth Advisors, LLC |
| 1.7% | 1.73% | #10 | $4.3M | 136,901 | $4.1M | 130,863 | +6,038+4.61% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | <0.01% | #160 | $4.2M | 133,004 | $4.1M | 129,779 | +3,225+2.48% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.01% | 0.01% | #122 | $4.1M | 130,589 | $2.0M | 61,788 | +68,801+111.35% | Add |
| Farrow Financial, Inc. |
| 2.14% | 2.24% | #8 | $4.0M | 126,377 | $3.9M | 124,338 | +2,039+1.64% | Add |
| Opus Financial Solutions LLC |
| 3.16% | 3.86% | #4 | $3.9M | 123,467 | $4.1M | 129,414 | -5,947-4.60% | Reduce |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #199 | $3.9M | 122,016 | $2.4M | 77,289 | +44,727+57.87% | Add |
| MAI Capital Management |
| 0.01% | 0.02% | #113 | $3.6M | 112,936 | $4.1M | 128,668 | -15,732-12.23% | Reduce |
| Noble Family Wealth, LLC |
| 0.64% | 0.69% | #24 | $3.6M | 112,522 | $3.3M | 105,112 | +7,410+7.05% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #185 | $3.5M | 111,548 | $3.5M | 110,226 | +1,322+1.20% | Add |
| Pathstone Holdings, LLC |
| 0.01% | 0.01% | #118 | $3.3M | 103,110 | $3.3M | 103,110 | 00.00% | Unchanged |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | 0.01% | #126 | $3.3M | 102,865 | $3.2M | 102,203 | +662+0.65% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #152 | $3.2M | 99,599 | $1.6M | 50,775 | +48,824+96.16% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #181 | $2.8M | 88,850 | $1.3M | 42,502 | +46,348+109.05% | Add |
| Sequoia Financial Advisors, LLC |
| 0.01% | 0.02% | #112 | $2.8M | 86,679 | $3.7M | 115,758 | -29,079-25.12% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | 0.01% | #145 | $2.3M | 81,694 | $2.3M | 73,271 | +8,423+11.50% | Add |
| Savant Capital, LLC |
| 0.01% | — | #133 | $2.2M | 65,754 | $0 | 0 | +65,754 | New Buy |
| FIRST MERCHANTS CORP |
| 0.09% | 0.08% | #71 | $2.2M | 69,283 | $2.2M | 69,283 | 00.00% | Unchanged |
| Kestra Advisory Services, LLC |
| 0.01% | <0.01% | #130 | $2.2M | 68,372 | $1.2M | 38,012 | +30,360+79.87% | Add |
| Farther Finance Advisors, LLC |
| 0.02% | 0.02% | #108 | $2.1M | 66,171 | $2.0M | 62,429 | +3,742+5.99% | Add |
| PERSPECTIVE WEALTH ADVISORS LLC |
| 1.05% | 1.11% | #14 | $1.9M | 60,077 | $1.7M | 53,955 | +6,122+11.35% | Add |
| Astoria Portfolio Advisors LLC. |
| 0.32% | 0.34% | #36 | $1.9M | 59,614 | $1.6M | 50,244 | +9,370+18.65% | Add |
