| NORTHERN TRUST CORP |
| 0.11% | 0.12% | #37 | $983.8M | 10.9M | $880.4M | 11.1M | -190,123-1.71% | Reduce |
| TIAA Wealth Investment Management LLC |
| 1.31% | 1.36% | #4 | $195.8M | 2.2M | $177.7M | 2.3M | -112,610-4.89% | Reduce |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC |
| 0.45% | 0.49% | #10 | $131.5M | 1.5M | $126.5M | 1.6M | -137,409-8.59% | Reduce |
| AQR CAPITAL MANAGEMENT LLC |
| 0.02% | 0.02% | #85 | $49.9M | 555,000 | $43.9M | 555,000 | 00.00% | Unchanged |
| KEYBANK NATIONAL ASSOCIATION/OH |
| 0.16% | 0.16% | #25 | $48.5M | 539,792 | $43.3M | 547,452 | -7,660-1.40% | Reduce |
| Bank of New York Mellon Corp |
| 0.01% | 0.01% | #106 | $43.7M | 485,629 | $33.7M | 426,191 | +59,438+13.95% | Add |
| VeraBank, N.A. |
| 7.07% | 6.71% | #1 | $42.7M | 475,253 | $36.6M | 463,289 | +11,964+2.58% | Add |
| LPL Financial LLC |
| 0.01% | 0.01% | #109 | $29.4M | 327,350 | $25.3M | 320,128 | +7,222+2.26% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #108 | $29.3M | 326,259 | $25.1M | 317,937 | +8,322+2.62% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #140 | $28.4M | 315,894 | $23.9M | 302,356 | +13,538+4.48% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #144 | $21.5M | 239,136 | $19.9M | 250,461 | -11,325-4.52% | Reduce |
| UBS Group AG |
| <0.01% | <0.01% | #134 | $19.2M | 213,356 | $18.9M | 238,625 | -25,269-10.59% | Reduce |
| Baird Financial Group, Inc. |
| 0.03% | 0.02% | #76 | $18.8M | 209,577 | $15.4M | 195,321 | +14,256+7.30% | Add |
| Ledyard National Bank |
| 1.07% | 1.04% | #6 | $13.4M | 148,475 | $12.0M | 151,308 | -2,833-1.87% | Reduce |
| Wealthspire Advisors, LLC |
| 0.07% | 0.09% | #48 | $13.2M | 147,238 | $11.7M | 147,998 | -760-0.51% | Reduce |
| BRIDGES INVESTMENT MANAGEMENT INC |
| 0.13% | 0.13% | #32 | $10.9M | 121,348 | $9.6M | 121,748 | -400-0.33% | Reduce |
| Focus Partners Wealth |
| 0.01% | 0.01% | #98 | $10.2M | 113,460 | $9.0M | 113,617 | -157-0.14% | Reduce |
| Orion Porfolio Solutions, LLC |
| 0.06% | 0.07% | #50 | $8.4M | 93,488 | $7.6M | 96,519 | -3,031-3.14% | Reduce |
| MML INVESTORS SERVICES, LLC |
| 0.02% | 0.01% | #86 | $8.2M | 91,105 | $5.0M | 63,661 | +27,444+43.11% | Add |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #158 | $7.2M | 79,810 | $5.1M | 64,958 | +14,852+22.86% | Add |
| BENJAMIN EDWARDS INC |
| 0.06% | 0.06% | #53 | $6.9M | 76,550 | $6.1M | 77,336 | -786-1.02% | Reduce |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #147 | $6.3M | 70,587 | $6.0M | 76,413 | -5,826-7.62% | Reduce |
| Magnus Financial Group LLC |
| 0.42% | 0.43% | #12 | $6.0M | 66,730 | $5.3M | 66,481 | +249+0.37% | Add |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #113 | $4.9M | 54,319 | $3.9M | 49,519 | +4,800+9.69% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.01% | 0.01% | #105 | $4.5M | 49,637 | $4.1M | 52,056 | -2,419-4.65% | Reduce |
| VestGen Advisors, LLC |
| 0.12% | 0.11% | #36 | $4.0M | 44,290 | $4.0M | 45,720 | -1,430-3.13% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #119 | $4.0M | 44,067 | $3.5M | 44,212 | -145-0.33% | Reduce |
| VestGen Investment Management |
| 2.03% | 2% | #2 | $3.8M | 42,559 | $3.6M | 45,847 | -3,288-7.17% | Reduce |
| CVA Family Office, LLC |
| 0.33% | 0.35% | #16 | $3.7M | 41,003 | $3.3M | 41,888 | -885-2.11% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #149 | $3.2M | 35,203 | $2.7M | 34,517 | +686+1.99% | Add |
| HORIZON BANCORP INC /IN/ |
| 1.44% | 1.32% | #3 | $3.1M | 34,050 | $2.8M | 34,798 | -748-2.15% | Reduce |
| Allworth Financial LP |
| 0.01% | 0.01% | #97 | $3.1M | 33,919 | $2.8M | 34,922 | -1,003-2.87% | Reduce |
| TIAA TRUST, NATIONAL ASSOCIATION |
| 0.18% | 0.17% | #24 | $3.0M | 33,896 | $2.8M | 34,927 | -1,031-2.95% | Reduce |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #176 | $3.0M | 33,325 | $6.2M | 80,934 | -47,609-58.82% | Reduce |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #164 | $3.0M | 33,156 | $2.6M | 32,278 | +878+2.72% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | 0.01% | #110 | $2.8M | 30,863 | $2.4M | 30,878 | -15-0.05% | Reduce |
| FIRST FOUNDATION ADVISORS |
| 0.1% | 0.1% | #41 | $2.8M | 30,618 | $2.4M | 30,618 | 00.00% | Unchanged |
| Bienville Capital Management, LLC |
| 0.36% | — | #15 | $2.7M | 30,220 | $0 | 0 | +30,220 | New Buy |
| TRUST CO OF VERMONT |
| 0.1% | — | #40 | $2.7M | 30,128 | $0 | 0 | +30,128 | New Buy |
| Sageworth Trust Co |
| 0.11% | 0.13% | #39 | $2.7M | 29,664 | $2.3M | 29,664 | 00.00% | Unchanged |
| CFS Investment Advisory Services, LLC |
| 0.14% | 0.43% | #29 | $2.2M | 24,136 | $6.3M | 73,592 | -49,456-67.20% | Reduce |
| GTS SECURITIES LLC |
| 0.04% | 0.04% | #59 | $2.0M | 22,498 | $1.1M | 14,141 | +8,357+59.10% | Add |
| HM PAYSON & CO |
| 0.03% | 0.03% | #75 | $2.0M | 22,215 | $1.8M | 22,215 | 00.00% | Unchanged |
| MATHER GROUP, LLC. |
| 0.02% | 0.02% | #89 | $1.8M | 19,978 | $1.7M | 21,011 | -1,033-4.92% | Reduce |
| Bryn Mawr Trust Advisors, LLC |
| 0.08% | 0.08% | #47 | $1.8M | 19,848 | $1.6M | 19,848 | 00.00% | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #177 | $1.8M | 19,847 | $1.5M | 18,957 | +890+4.69% | Add |
| BESSEMER GROUP INC |
| <0.01% | <0.01% | #137 | $1.6M | 17,709 | $1.1M | 14,486 | +3,223+22.25% | Add |
| COMMERCE BANK |
| 0.01% | 0.01% | #107 | $1.6M | 17,557 | $1.4M | 17,557 | 00.00% | Unchanged |
| Anson Capital, Inc. |
| 1.01% | 1.11% | #7 | $1.6M | 17,283 | $1.6M | 20,589 | -3,306-16.06% | Reduce |
| Atria Investments, Inc |
| 0.02% | 0.01% | #91 | $1.5M | 16,788 | $1.3M | 16,730 | +58+0.35% | Add |
