| UBS Group AG |
| 0.01% | <0.01% | #82 | $39.9M | 1.8M | $7.4M | 334,890 | +1.5M+439.61% | Add |
| LBMC INVESTMENT ADVISORS, LLC |
| 2.12% | 2.18% | #2 | $39.1M | 1.8M | $35.8M | 1.6M | +155,798+9.64% | Add |
| ARROW FINANCIAL CORP |
| 2.95% | — | #1 | $32.9M | 1.5M | $0 | 0 | +1.5M | New Buy |
| LPL Financial LLC |
| 0.01% | 0.01% | #80 | $27.6M | 1.3M | $25.3M | 1.1M | +107,046+9.36% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #96 | $17.9M | 810,422 | $17.7M | 799,691 | +10,731+1.34% | Add |
| Federation des caisses Desjardins du Quebec |
| 0.05% | 0.07% | #44 | $17.3M | 782,170 | $19.8M | 893,063 | -110,893-12.42% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #97 | $8.9M | 401,755 | $7.2M | 325,363 | +76,392+23.48% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #117 | $6.2M | 281,072 | $5.0M | 221,332 | +59,740+26.99% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #116 | $5.7M | 259,328 | $5.5M | 248,889 | +10,439+4.19% | Add |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #81 | $5.6M | 254,777 | $5.8M | 263,300 | -8,523-3.24% | Reduce |
| J.W. COLE ADVISORS, INC. |
| 0.08% | 0.17% | #38 | $4.7M | 213,562 | $4.9M | 222,613 | -9,051-4.07% | Reduce |
| Concurrent Investment Advisors, LLC |
| 0.04% | — | #50 | $4.5M | 203,427 | $0 | 0 | +203,427 | New Buy |
| Ironwood Financial, llc |
| 0.69% | 0.64% | #10 | $4.4M | 199,317 | $3.7M | 165,529 | +33,788+20.41% | Add |
| BlackRock, Inc. |
| <0.01% | <0.01% | #125 | $4.3M | 196,434 | $1.6M | 70,995 | +125,439+176.69% | Add |
| KESTRA PRIVATE WEALTH SERVICES, LLC |
| 0.05% | 0.04% | #46 | $4.3M | 196,004 | $3.0M | 135,973 | +60,031+44.15% | Add |
| Mid-American Wealth Advisory Group, Inc. |
| 1.56% | 1.97% | #4 | $4.3M | 195,817 | $4.7M | 208,868 | -13,051-6.25% | Reduce |
| NewEdge Advisors, LLC |
| 0.01% | 0.01% | #68 | $4.1M | 185,840 | $3.7M | 166,920 | +18,920+11.33% | Add |
| Carr Financial Group Corp |
| 0.77% | 0.7% | #6 | $3.3M | 150,853 | $2.7M | 119,847 | +31,006+25.87% | Add |
| Straight Path Wealth Management |
| 0.7% | 0.75% | #7 | $3.0M | 135,333 | $2.8M | 127,576 | +7,757+6.08% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #121 | $3.0M | 133,778 | $722,899 | 32,666 | +101,112+309.53% | Add |
| Commonwealth Financial Services, LLC |
| 0.36% | 1.36% | #15 | $2.7M | 120,403 | $8.6M | 388,086 | -267,683-68.98% | Reduce |
| Penobscot Investment Management Company, Inc. |
| 0.17% | 0.15% | #24 | $2.5M | 113,275 | $2.0M | 89,425 | +23,850+26.67% | Add |
| EIGHT 31 FINANCIAL, LLC |
| 1.41% | 1.39% | #5 | $2.4M | 107,168 | $2.3M | 104,342 | +2,826+2.71% | Add |
| Private Advisor Group, LLC |
| 0.01% | <0.01% | #71 | $2.2M | 99,809 | $763,243 | 34,489 | +65,320+189.39% | Add |
| Integrated Wealth Concepts LLC |
| 0.01% | 0.01% | #73 | $2.0M | 91,465 | $1.6M | 73,137 | +18,328+25.06% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #119 | $2.0M | 90,363 | $2.0M | 92,068 | -1,705-1.85% | Reduce |
| OLD MISSION CAPITAL LLC |
| 0.03% | 0.05% | #52 | $1.9M | 86,920 | $3.0M | 136,304 | -49,384-36.23% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #86 | $1.9M | 84,487 | $1.7M | 74,575 | +9,912+13.29% | Add |
| FOUNDATIONS INVESTMENT ADVISORS, LLC |
| 0.02% | 0.01% | #65 | $1.8M | 80,213 | $1.2M | 54,452 | +25,761+47.31% | Add |
| EVEXIA WEALTH LLC |
| 0.48% | 0.71% | #13 | $1.8M | 80,369 | $2.6M | 116,882 | -36,513-31.24% | Reduce |
| Advisory Services Network, LLC |
| 0.02% | 0.02% | #63 | $1.7M | 78,400 | $1.7M | 77,912 | +488+0.63% | Add |
| Walser Wealth Management Company, A Ltd Liability Co |
| 0.69% | 0.5% | #8 | $1.7M | 75,618 | $1.1M | 49,838 | +25,780+51.73% | Add |
| Parallel Advisors, LLC |
| 0.02% | 0.02% | #58 | $1.6M | 70,375 | $945,504 | 42,725 | +27,650+64.72% | Add |
| Keeler Thomas Management LLC |
| 0.53% | 1.25% | #12 | $1.5M | 67,454 | $3.0M | 133,662 | -66,208-49.53% | Reduce |
| Centennial Advisors, LLC |
| 1.61% | 1.55% | #3 | $1.4M | 61,291 | $1.2M | 54,927 | +6,364+11.59% | Add |
| Lido Advisors, LLC |
| <0.01% | 0.01% | #92 | $1.3M | 57,324 | $1.8M | 83,009 | -25,685-30.94% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #104 | $1.2M | 55,611 | $600,886 | 27,150 | +28,461+104.83% | Add |
| Stratos Wealth Partners, LTD. |
| 0.01% | 0.01% | #69 | $1.2M | 54,604 | $994,343 | 44,931 | +9,673+21.53% | Add |
| BridgePort Financial Solutions, LLC |
| 0.31% | 0.34% | #17 | $1.2M | 54,580 | $1.2M | 54,580 | 00.00% | Unchanged |
| Collaborative Fund Advisors, LLC |
| 0.68% | — | #11 | $1.2M | 53,208 | $0 | 0 | +53,208 | New Buy |
| IFP Advisors, Inc |
| 0.02% | 0.02% | #61 | $1.2M | 52,874 | $1.2M | 54,131 | -1,257-2.32% | Reduce |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | <0.01% | #111 | $1.1M | 48,285 | $1.1M | 49,748 | -1,463-2.94% | Reduce |
| FOCUSED ALPHA, LLC |
| 0.27% | 0.28% | #19 | $1.1M | 47,815 | $920,987 | 41,617 | +6,198+14.89% | Add |
| FIDUCIARY FINANCIAL ADVISORS |
| 0.11% | — | #32 | $1.1M | 47,732 | $0 | 0 | +47,732 | New Buy |
| THRIVENT FINANCIAL FOR LUTHERANS |
| <0.01% | <0.01% | #103 | $999,142 | 45,251 | $825,000 | 37,305 | +7,946+21.30% | Add |
| High Note Wealth, LLC |
| 0.17% | 0.11% | #25 | $975,340 | 44,173 | $582,373 | 26,316 | +17,857+67.86% | Add |
| Aspen Wealth Management LLC |
| 0.16% | 0.12% | #26 | $964,416 | 43,678 | $593,128 | 26,802 | +16,876+62.97% | Add |
| LITTLEJOHN FINANCIAL SERVICES, INC. |
| 0.69% | 0.31% | #9 | $947,188 | 42,898 | $412,216 | 18,627 | +24,271+130.30% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #107 | $921,777 | 41,747 | $938,957 | 42,429 | -682-1.61% | Reduce |
| COWA, LLC |
| 0.23% | 0.23% | #21 | $909,585 | 41,195 | $867,386 | 39,195 | +2,000+5.10% | Add |
