| VANTAGEPOINT INVESTMENT ADVISERS LLC |
| 0.58% | 0.57% | #10 | $77.9M | 524,677 | $67.2M | 499,160 | +25,517+5.11% | Add |
| Armbruster Capital Management, Inc. |
| 9.55% | 9.53% | #2 | $64.1M | 431,781 | $58.1M | 431,969 | -188-0.04% | Reduce |
| Equitable Holdings, Inc. |
| 0.22% | 0.18% | #15 | $36.6M | 246,317 | $28.6M | 215,571 | +30,746+14.26% | Add |
| ANDERSON HOAGLAND & CO |
| 2.84% | 2.88% | #3 | $36.2M | 243,852 | $33.4M | 248,431 | -4,579-1.84% | Reduce |
| BURRUS FINANCIAL SERVICES, INC. |
| 12.57% | 12.23% | #1 | $28.9M | 195,002 | $26.7M | 198,475 | -3,473-1.75% | Reduce |
| MENORA MIVTACHIM HOLDINGS LTD. |
| 0.05% | 0.06% | #28 | $13.9M | 93,339 | $12.6M | 93,339 | 00.00% | Unchanged |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #68 | $11.4M | 77,121 | $9.8M | 72,987 | +4,134+5.66% | Add |
| RWA WEALTH PARTNERS, LLC |
| 0.1% | 0.11% | #21 | $10.8M | 72,691 | $10.3M | 76,698 | -4,007-5.22% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #52 | $10.5M | 70,564 | $9.0M | 67,030 | +3,534+5.27% | Add |
| UMB Bank, n.a. |
| 0.09% | 0.09% | #24 | $7.3M | 48,898 | $6.8M | 50,307 | -1,409-2.80% | Reduce |
| Capital Advisors Wealth Management, LLC |
| 0.74% | 0.76% | #4 | $6.3M | 42,696 | $5.7M | 42,269 | +427+1.01% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #61 | $4.9M | 33,277 | $4.5M | 33,789 | -512-1.52% | Reduce |
| EP Wealth Advisors, LLC |
| 0.02% | 0.02% | #35 | $4.9M | 32,806 | $4.5M | 33,561 | -755-2.25% | Reduce |
| Lebenthal Global Advisors, LLC |
| 0.62% | 0.61% | #8 | $4.6M | 31,083 | $4.2M | 31,201 | -118-0.38% | Reduce |
| Sequoia Financial Advisors, LLC |
| 0.02% | 0.02% | #34 | $3.9M | 26,360 | $3.5M | 26,349 | +11+0.04% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #73 | $3.5M | 23,283 | $2.6M | 18,992 | +4,291+22.59% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #45 | $3.4M | 23,048 | $3.3M | 24,601 | -1,553-6.31% | Reduce |
| Savant Capital, LLC |
| 0.01% | 0.01% | #42 | $2.3M | 16,378 | $1.2M | 8,750 | +7,628+87.18% | Add |
| TWO SIGMA INVESTMENTS, LP |
| <0.01% | <0.01% | #59 | $2.1M | 14,100 | $1.1M | 8,200 | +5,900+71.95% | Add |
| Cerity Partners LLC |
| <0.01% | <0.01% | #51 | $2.0M | 13,708 | $2.0M | 14,603 | -895-6.13% | Reduce |
| Sovereign Financial Group, Inc. |
| 0.28% | 0.15% | #13 | $1.9M | 12,741 | $1.8M | 13,307 | -566-4.25% | Reduce |
| Compass Advisory Group LLC |
| 0.4% | 0.4% | #12 | $1.7M | 11,233 | $1.5M | 11,184 | +49+0.44% | Add |
| BROWN ADVISORY INC |
| <0.01% | <0.01% | #50 | $1.6M | 10,784 | $1.9M | 14,406 | -3,622-25.14% | Reduce |
| Seven Bridges Advisors LLC |
| 0.72% | — | #5 | $1.5M | 10,115 | $0 | 0 | +10,115 | New Buy |
| UBS Group AG |
| <0.01% | <0.01% | #79 | $1.5M | 10,092 | $1.3M | 9,888 | +204+2.06% | Add |
| Long Island Wealth Management, Inc. |
| 0.61% | 0.54% | #9 | $1.5M | 9,879 | $1.2M | 8,610 | +1,269+14.74% | Add |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #47 | $1.5M | 9,827 | $1.4M | 10,308 | -481-4.67% | Reduce |
| WHITTIER TRUST CO |
| 0.01% | 0.01% | #38 | $1.4M | 9,091 | $1.2M | 9,058 | +33+0.36% | Add |
| Visionary Wealth Advisors |
| 0.05% | 0.06% | #29 | $1.3M | 9,093 | $1.3M | 9,294 | -201-2.16% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #58 | $1.3M | 8,951 | $1.8M | 13,148 | -4,197-31.92% | Reduce |
| CoreFirst Bank & Trust |
| 0.65% | 0.63% | #7 | $1.3M | 8,839 | $1.2M | 8,834 | +5+0.06% | Add |
| Keystone Financial Group |
| 0.07% | 0.08% | #26 | $1.3M | 8,815 | $1.2M | 8,744 | +71+0.81% | Add |
| Hara Capital LLC |
| 0.67% | 0.51% | #6 | $1.3M | 8,575 | $1.0M | 7,611 | +964+12.67% | Add |
| Kathmere Capital Management, LLC |
| 0.06% | 0.06% | #27 | $1.1M | 7,508 | $1.0M | 7,508 | 00.00% | Unchanged |
| Rockingstone Advisors LLC |
| 0.43% | 0.44% | #11 | $1.1M | 7,187 | $967,442 | 7,187 | 00.00% | Unchanged |
| BANK OF MONTREAL /CAN/ |
| <0.01% | <0.01% | #75 | $1.0M | 7,002 | $953,927 | 7,087 | -85-1.20% | Reduce |
| STIFEL FINANCIAL CORP |
| <0.01% | — | #67 | $935,407 | 6,302 | $0 | 0 | +6,302 | New Buy |
| Mariner, LLC |
| <0.01% | <0.01% | #65 | $891,415 | 6,006 | $808,417 | 6,006 | 00.00% | Unchanged |
| D.A. DAVIDSON & CO. |
| <0.01% | <0.01% | #44 | $828,982 | 5,585 | $751,797 | 5,585 | 00.00% | Unchanged |
| Financial Engines Advisors L.L.C. |
| <0.01% | <0.01% | #60 | $806,420 | 5,433 | $737,797 | 5,481 | -48-0.88% | Reduce |
| Corient Private Wealth LLC |
| <0.01% | — | #72 | $785,195 | 5,290 | $0 | 0 | +5,290 | New Buy |
| Financial Partners Group, Inc |
| 0.08% | 0.08% | #25 | $776,544 | 5,232 | $703,682 | 5,228 | +4+0.08% | Add |
| Stonehearth Capital Management, LLC |
| 0.26% | 0.33% | #14 | $759,368 | 5,116 | $843,735 | 6,268 | -1,152-18.38% | Reduce |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | <0.01% | #66 | $667,563 | 4,497 | $602,974 | 4,479 | +18+0.40% | Add |
| Essex Financial Services, Inc. |
| 0.03% | 0.03% | #32 | $656,837 | 4,425 | $590,435 | 4,386 | +39+0.89% | Add |
| Private Advisor Group, LLC |
| <0.01% | <0.01% | #48 | $601,142 | 4,050 | $545,171 | 4,050 | 00.00% | Unchanged |
| Quantinno Capital Management LP |
| <0.01% | <0.01% | #69 | $596,985 | 4,022 | $296,007 | 2,199 | +1,823+82.90% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | <0.01% | #64 | $594,795 | 3,925 | $211,947 | 1,568 | +2,357+150.32% | Add |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
| 0.01% | 0.01% | #43 | $462,954 | 3,119 | $419,849 | 3,119 | 00.00% | Unchanged |
| Sanctuary Advisors, LLC |
| <0.01% | <0.01% | #54 | $451,730 | 3,043 | $408,405 | 3,034 | +9+0.30% | Add |
