| State Insurance Fund |
| 100% | 100% | #1 | $254.8M | 2.7M | $216.0M | 2.7M | 00.00% | Unchanged |
| Wealthspire Advisors, LLC |
| 0.41% | 0.48% | #11 | $74.0M | 782,924 | $61.6M | 769,423 | +13,501+1.75% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.07% | 0.06% | #31 | $52.8M | 559,274 | $44.1M | 551,224 | +8,050+1.46% | Add |
| AMERIPRISE FINANCIAL INC |
| 0.01% | 0.01% | #62 | $27.5M | 290,896 | $24.0M | 299,244 | -8,348-2.79% | Reduce |
| Rossby Financial, LCC |
| 4.2% | 3.62% | #3 | $23.0M | 242,957 | $17.7M | 219,195 | +23,762+10.84% | Add |
| MERCER GLOBAL ADVISORS INC /ADV |
| 0.03% | 0.03% | #44 | $20.5M | 216,862 | $17.2M | 215,133 | +1,729+0.80% | Add |
| Focus Partners Wealth |
| 0.02% | 0.01% | #53 | $15.8M | 166,892 | $8.9M | 111,754 | +55,138+49.34% | Add |
| OGOREK ANTHONY JOSEPH /NY/ /ADV |
| 3.51% | 4.26% | #5 | $14.1M | 149,517 | $15.5M | 194,111 | -44,594-22.97% | Reduce |
| EP Wealth Advisors, LLC |
| 0.05% | 0.05% | #37 | $12.1M | 128,417 | $10.0M | 124,951 | +3,466+2.77% | Add |
| Joel Adams & Associates, Inc. |
| 7.68% | 5.81% | #2 | $12.0M | 126,566 | $7.8M | 97,652 | +28,914+29.61% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #68 | $11.3M | 119,837 | $8.7M | 109,068 | +10,769+9.87% | Add |
| North Berkeley Wealth Management, LLC |
| 3.91% | 3.59% | #4 | $9.7M | 102,411 | $6.8M | 84,823 | +17,588+20.73% | Add |
| Modern Wealth Management, LLC |
| 0.1% | 0.09% | #24 | $8.6M | 91,211 | $5.0M | 61,965 | +29,246+47.20% | Add |
| Global Endowment Management, LP |
| 0.73% | 0.55% | #9 | $7.2M | 76,392 | $4.9M | 61,692 | +14,700+23.83% | Add |
| Riverwater Partners LLC |
| 1.75% | 1.56% | #7 | $5.9M | 62,483 | $4.7M | 58,304 | +4,179+7.17% | Add |
| FIDUCIARY TRUST CO |
| 0.05% | 0.05% | #36 | $4.8M | 50,735 | $4.1M | 51,060 | -325-0.64% | Reduce |
| Westfuller Advisors, LLC |
| 1.73% | 0.26% | #8 | $4.7M | 50,220 | $596,463 | 7,450 | +42,770+574.09% | Add |
| Creative Planning |
| <0.01% | <0.01% | #69 | $4.7M | 49,887 | $4.0M | 49,887 | 00.00% | Unchanged |
| Atria Investments, Inc |
| 0.04% | 0.04% | #40 | $4.3M | 45,020 | $3.6M | 45,094 | -74-0.16% | Reduce |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #77 | $3.8M | 40,580 | $1.7M | 20,701 | +19,879+96.03% | Add |
| TRILLIUM ASSET MANAGEMENT, LLC |
| 0.11% | 0.09% | #22 | $3.5M | 36,595 | $2.7M | 33,439 | +3,156+9.44% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | <0.01% | #71 | $3.4M | 36,322 | $3.0M | 37,439 | -1,117-2.98% | Reduce |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #67 | $3.4M | 35,930 | $2.5M | 30,847 | +5,083+16.48% | Add |
| Beacon Pointe Advisors, LLC |
| 0.01% | 0.01% | #54 | $3.0M | 31,911 | $2.5M | 30,904 | +1,007+3.26% | Add |
| Fulcrum Capital LLC |
| 0.52% | 0.48% | #10 | $2.6M | 27,019 | $2.2M | 27,366 | -347-1.27% | Reduce |
| Sound Portfolio Advisors, LLC |
| 1.75% | 4.47% | #6 | $2.5M | 26,147 | $5.5M | 68,670 | -42,523-61.92% | Reduce |
| Private Advisor Group, LLC |
| 0.01% | — | #56 | $2.1M | 22,695 | $0 | 0 | +22,695 | New Buy |
| RW Investment Management LLC |
| 0.19% | 0.16% | #17 | $2.1M | 22,317 | $1.6M | 20,540 | +1,777+8.65% | Add |
| Pathway Financial Advisors LLC |
| 0.24% | 0.2% | #15 | $2.1M | 22,103 | $1.6M | 20,079 | +2,024+10.08% | Add |
| First Pacific Financial |
| 0.23% | 0.22% | #16 | $2.0M | 20,838 | $1.7M | 21,539 | -701-3.25% | Reduce |
| Kestra Advisory Services, LLC |
| 0.01% | 0.01% | #59 | $1.9M | 20,391 | $1.6M | 20,441 | -50-0.24% | Reduce |
| Mountain Capital Investment Advisors Inc. |
| 0.27% | — | #14 | $1.9M | 20,289 | $0 | 0 | +20,289 | New Buy |
| EVOLVE PRIVATE WEALTH, LLC |
| 0.11% | 0.08% | #21 | $1.8M | 19,114 | $1.6M | 19,437 | -323-1.66% | Reduce |
| HARBOUR INVESTMENTS, INC. |
| 0.02% | 0.01% | #50 | $1.4M | 14,784 | $949,646 | 11,861 | +2,923+24.64% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | — | #82 | $1.3M | 13,727 | $0 | 0 | +13,727 | New Buy |
| Laird Norton Wetherby Trust Company, LLC |
| 0.02% | 0.02% | #45 | $1.2M | 13,160 | $1.1M | 13,390 | -230-1.72% | Reduce |
| Orion Porfolio Solutions, LLC |
| 0.01% | 0.01% | #57 | $1.2M | 12,953 | $1.1M | 13,829 | -876-6.33% | Reduce |
| BRIGHTON JONES LLC |
| 0.02% | — | #49 | $1.0M | 11,068 | $0 | 0 | +11,068 | New Buy |
| PFG Investments, LLC |
| 0.04% | — | #41 | $1.0M | 10,603 | $0 | 0 | +10,603 | New Buy |
| LINCOLN CAPITAL CORP |
| 0.3% | 0.29% | #13 | $937,237 | 9,921 | $794,275 | 9,921 | 00.00% | Unchanged |
| Mariner, LLC |
| <0.01% | <0.01% | #74 | $910,544 | 9,638 | $771,525 | 9,637 | +1+0.01% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #72 | $905,773 | 9,588 | $805,327 | 10,057 | -469-4.66% | Reduce |
| Per Stirling Capital Management, LLC. |
| 0.08% | 0.09% | #26 | $887,509 | 9,395 | $780,179 | 9,745 | -350-3.59% | Reduce |
| Regal Investment Advisors LLC |
| 0.04% | — | #38 | $830,729 | 8,794 | $0 | 0 | +8,794 | New Buy |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #75 | $804,520 | 8,516 | $581,236 | 7,260 | +1,256+17.30% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #78 | $800,130 | 8,470 | $531,038 | 6,633 | +1,837+27.69% | Add |
| Relyea Zuckerberg Hanson LLC |
| 0.05% | 0.05% | #35 | $636,644 | 6,739 | $538,309 | 6,724 | +15+0.22% | Add |
| Conrad Siegel Investment Advisors, Inc. |
| 0.1% | 0.1% | #25 | $612,303 | 6,481 | $554,392 | 6,925 | -444-6.41% | Reduce |
| ENTRUST FINANCIAL LLC |
| 0.39% | 0.84% | #12 | $607,140 | 6,427 | $1.2M | 15,041 | -8,614-57.27% | Reduce |
| Kondo Wealth Advisors, Inc. |
| 0.17% | 0.24% | #18 | $519,762 | 5,501 | $644,483 | 8,050 | -2,549-31.66% | Reduce |
