| Hills Bank & Trust Co |
| 5.99% | 3.46% | #3 | $140.9M | 5.6M | $71.5M | 2.8M | +2.8M+97.48% | Add |
| TRUIST FINANCIAL CORP |
| 0.09% | 0.09% | #24 | $74.2M | 3.0M | $64.2M | 2.6M | +400,727+15.69% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.01% | 0.01% | #34 | $53.1M | 2.1M | $32.2M | 1.3M | +834,391+65.19% | Add |
| BENJAMIN EDWARDS INC |
| 0.33% | 0.37% | #16 | $36.6M | 1.5M | $36.7M | 1.5M | -608-0.04% | Reduce |
| Broadway Wealth Solutions, Inc. |
| 13.64% | 14.5% | #1 | $29.2M | 1.2M | $28.0M | 1.1M | +48,350+4.33% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #43 | $21.9M | 874,340 | $20.3M | 806,647 | +67,693+8.39% | Add |
| OSAIC HOLDINGS, INC. |
| 0.02% | 0.02% | #32 | $20.6M | 820,579 | $11.6M | 461,805 | +358,774+77.69% | Add |
| Wilkerson Advisory Group LLC |
| 4.82% | 5.14% | #4 | $15.7M | 625,688 | $14.9M | 594,257 | +31,431+5.29% | Add |
| Retirement Planning Group, LLC |
| 0.4% | 0.67% | #15 | $15.6M | 623,408 | $21.5M | 853,548 | -230,140-26.96% | Reduce |
| Schneider Downs Wealth Management Advisors, LP |
| 1.36% | 1.44% | #9 | $14.5M | 578,474 | $13.1M | 519,715 | +58,759+11.31% | Add |
| Platform Technology Partners |
| 2.27% | 2.33% | #5 | $13.9M | 554,045 | $12.1M | 480,861 | +73,184+15.22% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.03% | 0.03% | #31 | $13.0M | 519,583 | $11.1M | 441,589 | +77,994+17.66% | Add |
| GTS FINANCIAL, LLC |
| 9.44% | 9.94% | #2 | $12.9M | 515,702 | $12.5M | 500,936 | +14,766+2.95% | Add |
| Allegheny Financial Group |
| 1.05% | 1.24% | #10 | $9.9M | 395,812 | $9.2M | 364,934 | +30,878+8.46% | Add |
| Beaumont Financial Advisors, LLC |
| 0.52% | 0.47% | #12 | $8.2M | 326,633 | $6.9M | 274,316 | +52,317+19.07% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.01% | 0.01% | #37 | $7.6M | 305,718 | $5.9M | 233,785 | +71,933+30.77% | Add |
| FOCUSED ALPHA, LLC |
| 1.9% | 2.46% | #7 | $7.4M | 295,664 | $8.0M | 316,932 | -21,268-6.71% | Reduce |
| RMR Wealth Builders |
| 0.41% | 0.47% | #14 | $6.5M | 258,829 | $5.9M | 235,346 | +23,483+9.98% | Add |
| Integrated Wealth Concepts LLC |
| 0.03% | 0.04% | #30 | $5.9M | 233,989 | $5.3M | 211,798 | +22,191+10.48% | Add |
| Quantum Portfolio Management LLC |
| 1.91% | 2.29% | #6 | $5.3M | 211,261 | $5.3M | 208,911 | +2,350+1.12% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #42 | $4.6M | 182,352 | $4.6M | 183,591 | -1,239-0.67% | Reduce |
| Signature Equity Partners, LLC |
| 1.86% | 2.38% | #8 | $4.0M | 161,264 | $4.4M | 176,130 | -14,866-8.44% | Reduce |
| &PARTNERS |
| 0.01% | 0.01% | #38 | $3.0M | 119,071 | $2.5M | 100,697 | +18,374+18.25% | Add |
| STIFEL FINANCIAL CORP |
| <0.01% | <0.01% | #45 | $2.2M | 87,311 | $2.4M | 93,796 | -6,485-6.91% | Reduce |
| KESTRA PRIVATE WEALTH SERVICES, LLC |
| 0.02% | 0.02% | #33 | $2.0M | 78,398 | $2.0M | 79,254 | -856-1.08% | Reduce |
| River Street Advisors LLC |
| 0.54% | 0.58% | #11 | $1.8M | 73,123 | $1.7M | 68,697 | +4,426+6.44% | Add |
| WESBANCO BANK INC |
| 0.04% | 0.03% | #28 | $1.8M | 71,183 | $1.2M | 46,390 | +24,793+53.44% | Add |
| Concurrent Investment Advisors, LLC |
| 0.01% | — | #35 | $1.6M | 64,932 | $0 | 0 | +64,932 | New Buy |
| Janney Montgomery Scott LLC |
| <0.01% | <0.01% | #44 | $1.2M | 46,514 | $997,000 | 39,634 | +6,880+17.36% | Add |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #50 | $1.1M | 45,510 | $495,935 | 19,723 | +25,787+130.75% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | — | #49 | $1.1M | 43,303 | $0 | 0 | +43,303 | New Buy |
| Prosperity Financial Group, Inc. |
| 0.32% | 0.36% | #17 | $1.0M | 41,479 | $962,928 | 38,295 | +3,184+8.31% | Add |
| Betterment LLC |
| <0.01% | <0.01% | #46 | $827,056 | 32,957 | $619,000 | 24,598 | +8,359+33.98% | Add |
| Petros Family Wealth, LLC |
| 0.42% | — | #13 | $679,623 | 27,082 | $0 | 0 | +27,082 | New Buy |
| First Citizens Financial Corp |
| 0.26% | 0.26% | #19 | $613,698 | 24,455 | $545,219 | 21,683 | +2,772+12.78% | Add |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #47 | $515,552 | 20,544 | $678,000 | 26,974 | -6,430-23.84% | Reduce |
| Aurora Private Wealth, Inc. |
| 0.31% | 0.4% | #18 | $481,222 | 19,176 | $562,000 | 22,144 | -2,968-13.40% | Reduce |
| OLD SECOND NATIONAL BANK OF AURORA |
| 0.08% | 0.08% | #25 | $441,220 | 17,582 | $367,142 | 14,601 | +2,981+20.42% | Add |
| Claro Advisors Inc. |
| 0.05% | 0.05% | #27 | $439,163 | 17,500 | $440,038 | 17,500 | 00.00% | Unchanged |
| Cordgrass Capital Advisors, LLC |
| 0.16% | — | #21 | $428,422 | 17,072 | $0 | 0 | +17,072 | New Buy |
| Hilltop Holdings Inc. |
| 0.03% | 0.04% | #29 | $401,520 | 16,000 | $402,320 | 16,000 | 00.00% | Unchanged |
| FIRST UNITED BANK & TRUST |
| 0.11% | 0.08% | #22 | $374,944 | 14,941 | $253,537 | 10,083 | +4,858+48.18% | Add |
| TWIN PEAKS WEALTH ADVISORS, LLC |
| 0.07% | 0.13% | #26 | $302,334 | 12,048 | $525,243 | 20,889 | -8,841-42.32% | Reduce |
| Towerpoint Wealth, LLC |
| 0.1% | 0.12% | #23 | $302,269 | 12,045 | $302,872 | 12,045 | 00.00% | Unchanged |
| LPL Financial LLC |
| <0.01% | <0.01% | #51 | $280,662 | 11,184 | $384,568 | 15,294 | -4,110-26.87% | Reduce |
| Rehmann Capital Advisory Group |
| 0.01% | 0.01% | #39 | $232,666 | 9,253 | $232,666 | 9,253 | 00.00% | Unchanged |
| Index Technologies Group LLC |
| 0.17% | 0.25% | #20 | $209,543 | 8,350 | $226,305 | 9,000 | -650-7.22% | Reduce |
| FLOW TRADERS U.S. LLC |
| 0.01% | — | #40 | $208,640 | 8,314 | $0 | 0 | +8,314 | New Buy |
| Stone House Investment Management, LLC |
| 0.01% | 0.02% | #36 | $100,882 | 4,020 | $101,083 | 4,020 | 00.00% | Unchanged |
| Steward Partners Investment Advisory, LLC |
| <0.01% | <0.01% | #48 | $90,543 | 3,608 | $90,723 | 3,608 | 00.00% | Unchanged |
