| Capital Investment Advisors, LLC |
| 0.93% | 0.95% | #16 | $70.6M | 2.7M | $64.9M | 2.5M | +219,304+8.80% | Add |
| Aptus Capital Advisors, LLC |
| 0.42% | 0.28% | #19 | $61.3M | 2.4M | $35.8M | 1.4M | +976,615+71.03% | Add |
| Sarver Vrooman Wealth Advisors |
| 25.98% | 0.35% | #1 | $43.6M | 1.7M | $555,695 | 21,073 | +1.7M+7,877.19% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #98 | $39.5M | 1.5M | $23.4M | 884,474 | +630,415+71.28% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #95 | $35.4M | 1.4M | $31.6M | 1.2M | +147,212+12.13% | Add |
| SIGMA INVESTMENT COUNSELORS INC |
| 1.66% | 1.49% | #9 | $34.0M | 1.3M | $28.2M | 1.1M | +222,112+20.53% | Add |
| SUMMITRY LLC |
| 1.11% | 1.16% | #15 | $33.6M | 1.3M | $33.0M | 1.3M | +24,098+1.90% | Add |
| Summit Financial, LLC |
| 0.3% | 0.58% | #20 | $27.5M | 1.1M | $45.7M | 1.8M | -700,652-39.91% | Reduce |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #91 | $19.4M | 745,780 | $18.3M | 701,465 | +44,315+6.32% | Add |
| MV CAPITAL MANAGEMENT, INC. |
| 1.91% | 1.87% | #8 | $19.0M | 730,868 | $19.0M | 730,868 | 00.00% | Unchanged |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #92 | $17.2M | 662,018 | $16.3M | 625,178 | +36,840+5.89% | Add |
| Seneca House Advisors |
| 5.04% | 5.14% | #4 | $14.3M | 547,030 | $12.9M | 496,769 | +50,261+10.12% | Add |
| MB, LEVIS & ASSOCIATES, LLC |
| 4.95% | 5.55% | #5 | $13.4M | 515,551 | $13.3M | 510,649 | +4,902+0.96% | Add |
| ARROW FINANCIAL CORP |
| 1.2% | 1.16% | #13 | $13.3M | 512,414 | $11.5M | 441,310 | +71,104+16.11% | Add |
| HighTower Advisors, LLC |
| 0.01% | 0.01% | #70 | $13.1M | 504,014 | $10.0M | 385,423 | +118,591+30.77% | Add |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #93 | $12.9M | 496,658 | $13.1M | 504,181 | -7,523-1.49% | Reduce |
| PFG Private Wealth Management, LLC |
| 5.55% | 5.88% | #3 | $12.8M | 491,365 | $13.9M | 532,394 | -41,029-7.71% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #90 | $10.7M | 411,323 | $10.1M | 386,990 | +24,333+6.29% | Add |
| Motley Fool Wealth Management, LLC |
| 1.2% | 1.2% | #12 | $10.7M | 408,741 | $10.7M | 408,741 | 00.00% | Unchanged |
| Janney Montgomery Scott LLC |
| 0.02% | 0.02% | #64 | $10.3M | 396,620 | $8.9M | 343,060 | +53,560+15.61% | Add |
| NESTEGG ADVISORS, INC. |
| 7.22% | 7.31% | #2 | $10.2M | 392,084 | $8.3M | 319,564 | +72,520+22.69% | Add |
| Parkway Wealth Management Group, LLC |
| 1.17% | 1.27% | #14 | $10.1M | 389,186 | $10.1M | 384,699 | +4,487+1.17% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #71 | $10.1M | 386,053 | $8.6M | 328,810 | +57,243+17.41% | Add |
| US BANCORP \DE\ |
| 0.01% | 0.01% | #74 | $10.0M | 382,108 | $9.1M | 349,740 | +32,368+9.25% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #102 | $9.6M | 368,529 | $9.6M | 369,667 | -1,138-0.31% | Reduce |
| Guidance Point Advisors, LLC |
| 1.61% | 1.74% | #10 | $7.6M | 292,677 | $7.3M | 281,408 | +11,269+4.00% | Add |
| Kestra Advisory Services, LLC |
| 0.02% | 0.03% | #61 | $7.6M | 290,450 | $7.0M | 266,831 | +23,619+8.85% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | — | #105 | $7.2M | 278,288 | $0 | 0 | +278,288 | New Buy |
| Lido Advisors, LLC |
| 0.02% | 0.02% | #65 | $6.9M | 266,373 | $6.8M | 260,863 | +5,510+2.11% | Add |
| Probity Advisors, Inc. |
| 0.87% | 0.79% | #17 | $6.0M | 232,182 | $5.0M | 192,357 | +39,825+20.70% | Add |
| Parallel Advisors, LLC |
| 0.09% | 0.1% | #41 | $5.7M | 220,481 | $5.3M | 203,388 | +17,093+8.40% | Add |
| Apollon Wealth Management, LLC |
| 0.07% | — | #45 | $5.7M | 218,132 | $0 | 0 | +218,132 | New Buy |
| HANCOCK WHITNEY CORP |
| 0.09% | 0.09% | #40 | $5.5M | 211,349 | $5.0M | 191,345 | +20,004+10.45% | Add |
| Krilogy Financial LLC |
| 0.16% | 0.17% | #28 | $5.3M | 201,927 | $5.3M | 204,068 | -2,141-1.05% | Reduce |
| 4Thought Financial Group Inc. |
| 2.26% | 2.24% | #7 | $4.8M | 184,936 | $4.5M | 174,091 | +10,845+6.23% | Add |
| LYELL WEALTH MANAGEMENT, LP |
| 0.29% | 0.25% | #21 | $4.7M | 181,335 | $3.4M | 128,835 | +52,500+40.75% | Add |
| Paradigm, Strategies in Wealth Management, LLC |
| 2.47% | 3.45% | #6 | $4.1M | 155,677 | $5.1M | 195,359 | -39,682-20.31% | Reduce |
| BENJAMIN EDWARDS INC |
| 0.04% | 0.05% | #53 | $4.0M | 152,066 | $4.6M | 177,771 | -25,705-14.46% | Reduce |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | <0.01% | #87 | $3.4M | 129,750 | $3.1M | 118,082 | +11,668+9.88% | Add |
| EP Wealth Advisors, LLC |
| 0.01% | — | #72 | $3.3M | 126,985 | $0 | 0 | +126,985 | New Buy |
| J.W. COLE ADVISORS, INC. |
| 0.05% | 0.11% | #49 | $3.1M | 120,298 | $3.1M | 120,237 | +61+0.05% | Add |
| MEITAV INVESTMENT HOUSE LTD |
| 0.02% | 0.03% | #62 | $3.1M | 119,534 | $2.6M | 98,505 | +21,029+21.35% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.01% | <0.01% | #85 | $3.0M | 118,097 | $2.2M | 84,814 | +33,283+39.24% | Add |
| Atlantic Union Bankshares Corp |
| 0.05% | 0.07% | #51 | $2.7M | 103,669 | $3.4M | 131,747 | -28,078-21.31% | Reduce |
| Marathon Mission, Inc. |
| 1.3% | 1.54% | #11 | $2.6M | 100,156 | $2.7M | 101,809 | -1,653-1.62% | Reduce |
| Stonebrook Private Inc. |
| 0.44% | 0.51% | #18 | $2.4M | 93,518 | $2.4M | 92,049 | +1,469+1.60% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #112 | $2.2M | 84,655 | $1.7M | 65,261 | +19,394+29.72% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #113 | $2.1M | 79,505 | $2.2M | 84,684 | -5,179-6.12% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #121 | $2.0M | 78,195 | $1.6M | 60,084 | +18,111+30.14% | Add |
| Archford Capital Strategies, LLC |
| 0.2% | 0.24% | #22 | $2.0M | 76,286 | $2.1M | 80,373 | -4,087-5.09% | Reduce |
