| NORTHERN TRUST CORP |
| 0.05% | 0.06% | #23 | $412.2M | 17.3M | $419.2M | 17.4M | -41,618-0.24% | Reduce |
| Blue Trust, Inc. |
| 0.82% | 1.01% | #9 | $85.6M | 3.6M | $88.5M | 3.7M | -65,699-1.79% | Reduce |
| Wealth Architects, LLC |
| 6.1% | 6.7% | #2 | $77.2M | 3.2M | $75.1M | 3.1M | +133,293+4.28% | Add |
| Capital Analysts, LLC |
| 1.67% | 1.87% | #7 | $72.4M | 3.0M | $65.5M | 2.7M | +313,934+11.48% | Add |
| Archvest Wealth Advisors, Inc. |
| 23.16% | 25.13% | #1 | $40.0M | 1.7M | $38.9M | 1.6M | +68,383+4.23% | Add |
| Cheviot Value Management, LLC |
| 3.32% | 3.3% | #5 | $32.6M | 1.4M | $32.9M | 1.4M | +10,285+0.75% | Add |
| Chandler Asset Management, Inc. |
| 4.11% | 3.99% | #4 | $29.2M | 1.2M | $26.3M | 1.1M | +136,065+12.46% | Add |
| Farmers National Bank |
| 5.81% | 5.06% | #3 | $27.8M | 1.2M | $22.9M | 951,855 | +219,327+23.04% | Add |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #37 | $19.4M | 815,998 | $19.1M | 794,057 | +21,941+2.76% | Add |
| Bank of New York Mellon Corp |
| <0.01% | <0.01% | #46 | $13.9M | 585,513 | $11.2M | 463,927 | +121,586+26.21% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #51 | $10.4M | 437,902 | $9.7M | 402,478 | +35,424+8.80% | Add |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #34 | $7.1M | 300,749 | $6.6M | 272,295 | +28,454+10.45% | Add |
| COURIER CAPITAL LLC |
| 0.33% | 0.34% | #14 | $6.6M | 279,173 | $6.1M | 253,310 | +25,863+10.21% | Add |
| Vident Advisory, LLC |
| 0.04% | 0.04% | #24 | $5.7M | 241,780 | $5.2M | 215,080 | +26,700+12.41% | Add |
| Kendall Capital Management |
| 0.92% | 0.96% | #8 | $5.5M | 232,247 | $4.7M | 193,728 | +38,519+19.88% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #56 | $5.0M | 211,777 | $4.1M | 170,754 | +41,023+24.02% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #66 | $4.6M | 193,267 | $4.1M | 168,877 | +24,390+14.44% | Add |
| STALEY CAPITAL ADVISERS INC |
| 0.14% | — | #19 | $3.5M | 149,005 | $0 | 0 | +149,005 | New Buy |
| SIMON QUICK ADVISORS, LLC |
| 0.14% | 0.16% | #18 | $3.5M | 148,136 | $3.6M | 148,136 | 00.00% | Unchanged |
| LPL Financial LLC |
| <0.01% | <0.01% | #58 | $3.4M | 141,245 | $3.2M | 131,159 | +10,086+7.69% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #68 | $2.7M | 114,888 | $2.7M | 111,977 | +2,911+2.60% | Add |
| Urban Wealth Management, LLC |
| 1.97% | 1.96% | #6 | $2.3M | 95,106 | $1.9M | 79,224 | +15,882+20.05% | Add |
| Rockefeller Capital Management L.P. |
| <0.01% | <0.01% | #40 | $2.2M | 94,034 | $2.3M | 93,762 | +272+0.29% | Add |
| Veridan Wealth LLC |
| 0.73% | — | #11 | $2.1M | 90,051 | $0 | 0 | +90,051 | New Buy |
| BFSG, LLC |
| 0.19% | 0.19% | #17 | $2.1M | 88,538 | $2.0M | 84,200 | +4,338+5.15% | Add |
| Chesapeake Wealth Management |
| 0.56% | 0.5% | #12 | $2.0M | 83,297 | $1.6M | 67,287 | +16,010+23.79% | Add |
| Yoder Wealth Management, Inc. |
| 0.76% | 0.92% | #10 | $1.9M | 81,620 | $2.0M | 84,000 | -2,380-2.83% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #36 | $1.8M | 76,602 | $1.2M | 51,320 | +25,282+49.26% | Add |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #70 | $1.7M | 70,018 | $1.8M | 76,609 | -6,591-8.60% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #62 | $1.5M | 65,189 | $650,007 | 26,960 | +38,229+141.80% | Add |
| MML INVESTORS SERVICES, LLC |
| <0.01% | <0.01% | #43 | $1.4M | 57,255 | $473,754 | 19,650 | +37,605+191.37% | Add |
| THRIVENT FINANCIAL FOR LUTHERANS |
| <0.01% | <0.01% | #50 | $1.2M | 48,897 | $1.2M | 48,833 | +64+0.13% | Add |
| Stratos Investment Management, LLC |
| 0.04% | 0.04% | #26 | $1.1M | 46,452 | $1.1M | 46,376 | +76+0.16% | Add |
| OneDigital Investment Advisors LLC |
| 0.01% | 0.01% | #33 | $1.1M | 44,813 | $997,204 | 41,361 | +3,452+8.35% | Add |
| TIEMANN INVESTMENT ADVISORS, LLC |
| 0.36% | 0.39% | #13 | $985,412 | 41,456 | $999,508 | 41,456 | 00.00% | Unchanged |
| Valmark Advisers, Inc. |
| 0.01% | 0.01% | #32 | $904,211 | 38,040 | $917,144 | 38,040 | 00.00% | Unchanged |
| Empirical Asset Management, LLC |
| 0.19% | 0.2% | #16 | $840,712 | 35,369 | $751,135 | 31,154 | +4,215+13.53% | Add |
| Lynx Investment Advisory |
| 0.26% | 0.38% | #15 | $785,798 | 33,058 | $795,269 | 32,985 | +73+0.22% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #54 | $770,505 | 32,419 | $640,749 | 26,581 | +5,838+21.96% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #75 | $733,518 | 30,859 | $794,449 | 32,951 | -2,092-6.35% | Reduce |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | — | #77 | $613,361 | 25,804 | $0 | 0 | +25,804 | New Buy |
| Atria Investments, Inc |
| <0.01% | — | #35 | $477,302 | 20,080 | $0 | 0 | +20,080 | New Buy |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #73 | $446,797 | 18,797 | $426,185 | 17,677 | +1,120+6.34% | Add |
| CLG LLC |
| 0.1% | 0.11% | #21 | $440,886 | 18,548 | $447,506 | 18,561 | -13-0.07% | Reduce |
| Regal Investment Advisors LLC |
| 0.02% | 0.03% | #29 | $396,912 | 16,698 | $472,195 | 19,585 | -2,887-14.74% | Reduce |
| Equitable Holdings, Inc. |
| <0.01% | <0.01% | #49 | $342,163 | 14,395 | $509,807 | 21,273 | -6,878-32.33% | Reduce |
| Aptus Capital Advisors, LLC |
| <0.01% | — | #47 | $328,264 | 13,810 | $0 | 0 | +13,810 | New Buy |
| Capital Investment Advisory Services, LLC |
| 0.02% | — | #30 | $328,264 | 13,810 | $0 | 0 | +13,810 | New Buy |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #72 | $322,419 | 13,547 | $308,782 | 12,882 | +665+5.16% | Add |
| FLOW TRADERS U.S. LLC |
| 0.01% | 0.03% | #31 | $319,920 | 13,459 | $1.1M | 45,131 | -31,672-70.18% | Reduce |
