| Capital Investment Advisors, LLC |
| 1.12% | 1.17% | #12 | $85.0M | 3.3M | $80.3M | 3.1M | +193,116+6.22% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #132 | $60.2M | 2.3M | $39.7M | 1.5M | +824,240+54.50% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #131 | $55.2M | 2.1M | $50.0M | 1.9M | +209,408+10.83% | Add |
| CAPITAL ADVISORS INC/OK |
| 0.72% | — | #21 | $48.9M | 1.9M | $0 | 0 | +1.9M | New Buy |
| SIGMA INVESTMENT COUNSELORS INC |
| 1.86% | 1.89% | #7 | $38.1M | 1.5M | $35.8M | 1.4M | +93,397+6.74% | Add |
| Summit Financial, LLC |
| 0.32% | 0.67% | #30 | $29.4M | 1.1M | $52.7M | 2.0M | -895,423-43.92% | Reduce |
| SUMMITRY LLC |
| 0.88% | 0.93% | #15 | $26.8M | 1.0M | $26.5M | 1.0M | +17,177+1.68% | Add |
| MV CAPITAL MANAGEMENT, INC. |
| 2.42% | 2.38% | #5 | $24.2M | 937,221 | $24.2M | 937,221 | 00.00% | Unchanged |
| US BANCORP \DE\ |
| 0.02% | 0.03% | #79 | $22.2M | 863,835 | $20.8M | 804,020 | +59,815+7.44% | Add |
| HighTower Advisors, LLC |
| 0.02% | 0.02% | #85 | $19.0M | 738,622 | $16.1M | 623,050 | +115,572+18.55% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | <0.01% | #117 | $19.0M | 738,413 | $14.4M | 556,383 | +182,030+32.72% | Add |
| Envision Financial Planning, LLC |
| 6.18% | 7.84% | #1 | $19.0M | 737,993 | $21.7M | 838,607 | -100,614-12.00% | Reduce |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #129 | $18.5M | 716,884 | $17.3M | 668,866 | +48,018+7.18% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #135 | $17.5M | 679,809 | $16.7M | 645,507 | +34,302+5.31% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #140 | $15.9M | 616,604 | $13.8M | 534,158 | +82,446+15.43% | Add |
| ARROW FINANCIAL CORP |
| 1.41% | 1.53% | #9 | $15.7M | 610,058 | $15.2M | 589,794 | +20,264+3.44% | Add |
| Rockefeller Capital Management L.P. |
| 0.02% | 0.02% | #84 | $13.3M | 516,077 | $13.2M | 508,731 | +7,346+1.44% | Add |
| MB, LEVIS & ASSOCIATES, LLC |
| 4.7% | 5.29% | #4 | $12.8M | 495,495 | $12.7M | 490,228 | +5,267+1.07% | Add |
| Sound View Wealth Advisors Group, LLC |
| 0.78% | 0.07% | #19 | $12.6M | 490,589 | $962,008 | 37,215 | +453,374+1,218.26% | Add |
| PFG Private Wealth Management, LLC |
| 5.05% | — | #3 | $11.6M | 452,389 | $0 | 0 | +452,389 | New Buy |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.02% | #91 | $11.2M | 434,894 | $10.9M | 423,185 | +11,709+2.77% | Add |
| INSTRUMENTAL WEALTH, LLC |
| 5.46% | 6.62% | #2 | $10.8M | 418,536 | $10.8M | 416,784 | +1,752+0.42% | Add |
| Janney Montgomery Scott LLC |
| 0.02% | 0.02% | #82 | $10.7M | 415,635 | $10.0M | 388,257 | +27,378+7.05% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #138 | $10.0M | 388,876 | $9.4M | 362,791 | +26,085+7.19% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #142 | $9.6M | 372,485 | $7.0M | 271,146 | +101,339+37.37% | Add |
| Kestra Advisory Services, LLC |
| 0.03% | 0.03% | #76 | $8.6M | 335,084 | $8.6M | 332,981 | +2,103+0.63% | Add |
| Guidance Point Advisors, LLC |
| 1.57% | 1.7% | #8 | $7.4M | 289,080 | $7.2M | 278,279 | +10,801+3.88% | Add |
| Lido Advisors, LLC |
| 0.02% | 0.02% | #86 | $6.7M | 260,996 | $6.1M | 234,103 | +26,893+11.49% | Add |
| Concurrent Investment Advisors, LLC |
| 0.05% | — | #61 | $6.4M | 247,004 | $0 | 0 | +247,004 | New Buy |
| Parallel Advisors, LLC |
| 0.09% | 0.1% | #57 | $6.0M | 234,639 | $5.5M | 213,017 | +21,622+10.15% | Add |
| HANCOCK WHITNEY CORP |
| 0.1% | 0.1% | #54 | $6.0M | 233,766 | $5.8M | 226,296 | +7,470+3.30% | Add |
| Probity Advisors, Inc. |
| 0.85% | 0.78% | #16 | $6.0M | 231,197 | $4.9M | 189,326 | +41,871+22.12% | Add |
| Mariner, LLC |
| 0.01% | 0.01% | #115 | $5.8M | 227,092 | $7.7M | 296,460 | -69,368-23.40% | Reduce |
| Ironwood Financial, llc |
| 0.84% | 0.08% | #17 | $5.3M | 210,239 | $431,876 | 16,707 | +193,532+1,158.39% | Add |
| Krilogy Financial LLC |
| 0.16% | 0.17% | #41 | $5.3M | 204,922 | $5.4M | 207,771 | -2,849-1.37% | Reduce |
| LYELL WEALTH MANAGEMENT, LP |
| 0.32% | 0.34% | #29 | $5.3M | 204,795 | $4.7M | 181,445 | +23,350+12.87% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #152 | $5.3M | 204,577 | $7.1M | 275,594 | -71,017-25.77% | Reduce |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #150 | $4.8M | 187,684 | $2.3M | 89,444 | +98,240+109.83% | Add |
| 4Thought Financial Group Inc. |
| 2.25% | 2.25% | #6 | $4.8M | 185,959 | $4.5M | 175,675 | +10,284+5.85% | Add |
| BENJAMIN EDWARDS INC |
| 0.04% | 0.05% | #71 | $3.9M | 152,729 | $4.6M | 178,596 | -25,867-14.48% | Reduce |
| PRECEDENT WEALTH PARTNERS, LLC |
| 0.65% | 0.67% | #22 | $3.9M | 151,321 | $3.3M | 128,541 | +22,780+17.72% | Add |
| Evergreen Private Wealth LLC |
| 1.35% | 1.41% | #10 | $3.7M | 142,119 | $3.5M | 135,299 | +6,820+5.04% | Add |
| JAMES INVESTMENT RESEARCH, INC. |
| 0.34% | 0.4% | #28 | $3.3M | 130,105 | $3.6M | 137,551 | -7,446-5.41% | Reduce |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | <0.01% | #127 | $3.3M | 128,946 | $2.9M | 113,858 | +15,088+13.25% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #145 | $3.3M | 128,608 | $3.5M | 134,074 | -5,466-4.08% | Reduce |
| EP Wealth Advisors, LLC |
| 0.01% | — | #94 | $3.3M | 128,507 | $0 | 0 | +128,507 | New Buy |
| ADIRONDACK TRUST CO |
| 0.98% | 1.03% | #13 | $3.3M | 128,140 | $3.1M | 118,919 | +9,221+7.75% | Add |
| HOWLAND CAPITAL MANAGEMENT LLC |
| 0.12% | 0.09% | #46 | $3.3M | 126,693 | $2.3M | 89,149 | +37,544+42.11% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.01% | 0.01% | #116 | $3.2M | 125,678 | $2.3M | 89,743 | +35,935+40.04% | Add |
| FIRST INTERSTATE BANK |
| 0.16% | 2.82% | #40 | $3.1M | 119,680 | $50.2M | 1.9M | -1.8M-93.83% | Reduce |
