| Cetera Investment Advisers |
| 0.19% | 0.18% | #44 | $208.6M | 4.2M | $173.3M | 3.9M | +242,577+6.19% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.04% | 0.04% | #86 | $163.0M | 3.3M | $146.3M | 3.3M | -56,016-1.69% | Reduce |
| PRICE T ROWE ASSOCIATES INC /MD/ |
| 0.01% | 0.01% | #109 | $146.4M | 2.9M | $114.2M | 2.6M | +337,581+13.06% | Add |
| PNC FINANCIAL SERVICES GROUP, INC. |
| 0.06% | 0.06% | #76 | $115.5M | 2.3M | $104.5M | 2.4M | -59,074-2.50% | Reduce |
| Glenview Trust Co |
| 1.4% | 1.43% | #14 | $91.1M | 2.1M | $91.1M | 2.1M | 00.00% | Unchanged |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.04% | 0.05% | #83 | $81.0M | 1.6M | $80.5M | 1.8M | -203,501-11.18% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| 0.01% | <0.01% | #137 | $79.2M | 1.6M | $63.3M | 1.4M | +148,194+10.35% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.03% | 0.03% | #95 | $69.4M | 1.4M | $52.7M | 1.2M | +199,558+16.13% | Add |
| Advisor OS, LLC |
| 4.11% | 3.49% | #5 | $61.7M | 1.2M | $48.2M | 1.1M | +140,577+12.89% | Add |
| MJP ASSOCIATES INC /ADV |
| 5.31% | 5.12% | #4 | $48.6M | 969,375 | $42.1M | 953,977 | +15,398+1.61% | Add |
| Trust Co of Kansas |
| 21.4% | 21.84% | #1 | $41.7M | 832,998 | $39.6M | 895,598 | -62,600-6.99% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.05% | 0.05% | #79 | $41.0M | 819,263 | $34.4M | 779,079 | +40,184+5.16% | Add |
| Armstrong, Fleming & Moore, Inc |
| 9.62% | 10.48% | #2 | $29.1M | 580,080 | $24.7M | 558,950 | +21,130+3.78% | Add |
| Harbor Group, Inc. |
| 3.26% | 3.27% | #7 | $27.7M | 553,441 | $22.6M | 512,441 | +41,000+8.00% | Add |
| Janney Montgomery Scott LLC |
| 0.04% | 0.04% | #88 | $18.6M | 371,965 | $17.6M | 397,945 | -25,980-6.53% | Reduce |
| MARS JEWETT FINANCIAL GROUP, INC. |
| 3.71% | 5.5% | #6 | $18.3M | 365,559 | $17.4M | 393,034 | -27,475-6.99% | Reduce |
| Koshinski Asset Management, Inc. |
| 0.91% | 0.41% | #19 | $17.1M | 341,636 | $6.6M | 150,235 | +191,401+127.40% | Add |
| Creative Planning |
| 0.01% | <0.01% | #121 | $16.6M | 332,300 | $6.6M | 148,770 | +183,530+123.36% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #144 | $16.2M | 324,040 | $14.7M | 332,089 | -8,049-2.42% | Reduce |
| Souders Financial Advisors |
| 1.62% | 1.56% | #12 | $16.1M | 321,483 | $13.7M | 309,473 | +12,010+3.88% | Add |
| &PARTNERS |
| 0.06% | 0.05% | #74 | $14.7M | 293,996 | $10.6M | 240,507 | +53,489+22.24% | Add |
| Linscomb Wealth, Inc. |
| 0.63% | 0.57% | #23 | $14.5M | 289,957 | $12.8M | 289,448 | +509+0.18% | Add |
| D.A. DAVIDSON & CO. |
| 0.08% | 0.07% | #68 | $13.8M | 276,134 | $11.6M | 263,665 | +12,469+4.73% | Add |
| Sound Income Strategies, LLC |
| 0.61% | 0.49% | #24 | $13.6M | 271,438 | $10.2M | 229,604 | +41,834+18.22% | Add |
| TWO SIGMA INVESTMENTS, LP |
| 0.01% | 0.01% | #123 | $12.2M | 243,600 | $12.0M | 271,600 | -28,000-10.31% | Reduce |
| STIFEL FINANCIAL CORP |
| 0.01% | 0.01% | #122 | $10.7M | 214,558 | $7.9M | 179,828 | +34,730+19.31% | Add |
| OSAIC HOLDINGS, INC. |
| 0.01% | <0.01% | #117 | $8.8M | 175,085 | $780,154 | 17,659 | +157,426+891.48% | Add |
| CMH Wealth Management LLC |
| 1.2% | 1.11% | #18 | $7.9M | 157,576 | $6.5M | 146,412 | +11,164+7.63% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #153 | $7.4M | 147,175 | $4.7M | 106,429 | +40,746+38.28% | Add |
| CAPTRUST FINANCIAL ADVISORS |
| 0.01% | 0.01% | #119 | $6.7M | 134,476 | $6.4M | 143,984 | -9,508-6.60% | Reduce |
| Heritage Trust Co |
| 0.56% | 0.52% | #25 | $6.4M | 128,332 | $5.2M | 117,825 | +10,507+8.92% | Add |
| National Wealth Management Group, LLC |
| 1.96% | 3.42% | #10 | $6.3M | 126,336 | $9.2M | 208,099 | -81,763-39.29% | Reduce |
| BENJAMIN EDWARDS INC |
| 0.05% | 0.05% | #77 | $5.7M | 113,835 | $4.7M | 107,157 | +6,678+6.23% | Add |
| CROBAN |
| 2.5% | 2.32% | #9 | $5.7M | 113,403 | $4.9M | 111,519 | +1,884+1.69% | Add |
| John & Kathleen Schreiber Foundation |
| 5.83% | 5.05% | #3 | $5.6M | 111,349 | $4.9M | 111,349 | 00.00% | Unchanged |
| ROTHSCHILD INVESTMENT LLC |
| 0.21% | 0.2% | #41 | $5.5M | 109,955 | $3.9M | 87,805 | +22,150+25.23% | Add |
| NewEdge Advisors, LLC |
| 0.02% | 0.02% | #107 | $5.3M | 106,608 | $4.3M | 96,807 | +9,801+10.12% | Add |
| Hopwood Financial Services, Inc. |
| 3.04% | 3.03% | #8 | $5.2M | 104,749 | $4.5M | 101,749 | +3,000+2.95% | Add |
| Capital Analysts, LLC |
| 0.11% | 0.09% | #56 | $4.9M | 98,321 | $3.3M | 66,663 | +31,658+47.49% | Add |
| Kestra Advisory Services, LLC |
| 0.01% | 0.02% | #108 | $4.6M | 92,634 | $4.4M | 100,010 | -7,376-7.38% | Reduce |
| Ducere Wealth Management LLC |
| 1.39% | 1.54% | #15 | $4.6M | 92,119 | $4.0M | 79,838 | +12,281+15.38% | Add |
| Capital Advisors, Ltd. LLC |
| 0.4% | 0.4% | #30 | $4.0M | 79,884 | $3.5M | 80,001 | -117-0.15% | Reduce |
| REDW Wealth LLC |
| 1.4% | 1.14% | #13 | $3.9M | 78,276 | $2.9M | 64,568 | +13,708+21.23% | Add |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #143 | $3.8M | 76,401 | $3.4M | 77,163 | -762-0.99% | Reduce |
| MATRIX ASSET ADVISORS INC/NY |
| 0.31% | 0.31% | #36 | $3.8M | 76,038 | $3.4M | 76,249 | -211-0.28% | Reduce |
| Rockefeller Capital Management L.P. |
| 0.01% | <0.01% | #135 | $3.6M | 71,206 | $419,975 | 9,506 | +61,700+649.06% | Add |
| Maia Wealth LLC |
| 0.49% | 0.51% | #29 | $3.3M | 66,257 | $3.0M | 68,824 | -2,567-3.73% | Reduce |
| AdvisorNet Financial, Inc |
| 0.15% | 0.14% | #51 | $3.3M | 66,099 | $2.8M | 62,909 | +3,190+5.07% | Add |
| Comprehensive Financial Planning, Inc./PA |
| 1.7% | 1.95% | #11 | $3.2M | 63,633 | $2.8M | 63,633 | 00.00% | Unchanged |
| NBZ Investment Advisors LLC |
| 1.23% | 1.24% | #17 | $3.2M | 63,188 | $2.9M | 64,532 | -1,344-2.08% | Reduce |