| Capital Investment Advisors, LLC |
| 0.86% | 0.86% | #10 | $64.9M | 2.5M | $58.6M | 2.3M | +250,409+10.96% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #66 | $24.0M | 935,348 | $20.7M | 806,465 | +128,883+15.98% | Add |
| ARROW FINANCIAL CORP |
| 1.41% | 1.51% | #5 | $15.8M | 615,529 | $15.0M | 586,917 | +28,612+4.87% | Add |
| MB, LEVIS & ASSOCIATES, LLC |
| 5.12% | 5.73% | #1 | $13.9M | 542,068 | $13.7M | 535,802 | +6,266+1.17% | Add |
| MORGAN STANLEY |
| <0.01% | — | #72 | $13.5M | 526,169 | $0 | 0 | +526,169 | New Buy |
| MV CAPITAL MANAGEMENT, INC. |
| 1.18% | 1.16% | #8 | $11.8M | 459,201 | $11.8M | 459,201 | 00.00% | Unchanged |
| HighTower Advisors, LLC |
| 0.01% | 0.01% | #46 | $10.3M | 402,155 | $8.9M | 347,452 | +54,703+15.74% | Add |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #61 | $10.1M | 392,949 | $9.8M | 383,442 | +9,507+2.48% | Add |
| Guidance Point Advisors, LLC |
| 1.5% | 1.6% | #4 | $7.1M | 278,043 | $6.8M | 263,698 | +14,345+5.44% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #62 | $6.9M | 269,611 | $6.8M | 265,651 | +3,960+1.49% | Add |
| Lido Advisors, LLC |
| 0.02% | 0.02% | #41 | $6.4M | 249,475 | $6.4M | 251,421 | -1,946-0.77% | Reduce |
| UBS Group AG |
| <0.01% | <0.01% | #71 | $5.8M | 226,928 | $4.9M | 192,994 | +33,934+17.58% | Add |
| Krilogy Financial LLC |
| 0.15% | 0.17% | #20 | $5.2M | 201,612 | $5.3M | 205,952 | -4,340-2.11% | Reduce |
| Paradigm, Strategies in Wealth Management, LLC |
| 3.03% | 2.58% | #2 | $5.0M | 194,436 | $3.8M | 148,383 | +46,053+31.04% | Add |
| 4Thought Financial Group Inc. |
| 2.25% | 2.28% | #3 | $4.8M | 187,049 | $4.6M | 179,466 | +7,583+4.23% | Add |
| Probity Advisors, Inc. |
| 0.66% | 0.57% | #13 | $4.6M | 179,280 | $3.6M | 140,220 | +39,060+27.86% | Add |
| BENJAMIN EDWARDS INC |
| 0.04% | 0.05% | #33 | $4.0M | 157,496 | $4.7M | 182,981 | -25,485-13.93% | Reduce |
| HANCOCK WHITNEY CORP |
| 0.06% | 0.05% | #27 | $3.8M | 150,100 | $2.7M | 104,886 | +45,214+43.11% | Add |
| US BANCORP \DE\ |
| <0.01% | <0.01% | #57 | $3.1M | 120,419 | $2.3M | 89,043 | +31,376+35.24% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | <0.01% | #54 | $2.8M | 111,642 | $1.9M | 74,852 | +36,790+49.15% | Add |
| Addison Advisors LLC |
| 1.23% | 1.05% | #6 | $2.6M | 101,327 | $4.8M | 186,006 | -84,679-45.52% | Reduce |
| Stonebrook Private Inc. |
| 0.44% | 0.5% | #15 | $2.4M | 93,687 | $2.4M | 92,163 | +1,524+1.65% | Add |
| ADIRONDACK TRUST CO |
| 0.7% | 0.71% | #12 | $2.4M | 92,232 | $2.1M | 82,036 | +10,196+12.43% | Add |
| INSTRUMENTAL WEALTH, LLC |
| 1.19% | 1.44% | #7 | $2.4M | 91,787 | $2.3M | 91,397 | +390+0.43% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #77 | $2.2M | 86,839 | $1.5M | 56,601 | +30,238+53.42% | Add |
| Kestra Advisory Services, LLC |
| 0.01% | <0.01% | #50 | $2.2M | 85,992 | $1.1M | 44,505 | +41,487+93.22% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #81 | $2.1M | 80,457 | $1.7M | 66,681 | +13,776+20.66% | Add |
| J.W. COLE ADVISORS, INC. |
| 0.03% | 0.07% | #34 | $2.0M | 77,812 | $2.0M | 76,290 | +1,522+2.00% | Add |
| Archford Capital Strategies, LLC |
| 0.2% | 0.24% | #17 | $2.0M | 76,143 | $2.1M | 80,844 | -4,701-5.81% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #78 | $1.9M | 75,050 | $2.1M | 83,018 | -7,968-9.60% | Reduce |
| Marathon Mission, Inc. |
| 0.9% | — | #9 | $1.8M | 70,199 | $0 | 0 | +70,199 | New Buy |
| Atlantic Union Bankshares Corp |
| 0.03% | 0.04% | #36 | $1.6M | 60,871 | $2.1M | 81,726 | -20,855-25.52% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #64 | $1.3M | 52,166 | $1.2M | 47,871 | +4,295+8.97% | Add |
| MCF Advisors LLC |
| 0.04% | 0.05% | #32 | $1.2M | 47,419 | $1.2M | 47,419 | 00.00% | Unchanged |
| Stokes Family Office, LLC |
| 0.13% | 0.07% | #21 | $1.2M | 44,950 | $666,640 | 26,000 | +18,950+72.88% | Add |
| LYELL WEALTH MANAGEMENT, LP |
| 0.07% | — | #26 | $1.1M | 42,150 | $0 | 0 | +42,150 | New Buy |
| Segment Wealth Management, LLC |
| 0.05% | 0.04% | #29 | $998,790 | 39,000 | $723,304 | 28,210 | +10,790+38.25% | Add |
| Gilbert & Cook, Inc. |
| 0.11% | 0.13% | #23 | $980,095 | 38,270 | $981,243 | 38,270 | 00.00% | Unchanged |
| ASSOCIATED BANC-CORP |
| 0.02% | 0.02% | #39 | $966,290 | 37,731 | $805,634 | 31,421 | +6,310+20.08% | Add |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
| 0.01% | <0.01% | #45 | $964,806 | 37,673 | $321,424 | 12,536 | +25,137+200.52% | Add |
| COLDSTREAM CAPITAL MANAGEMENT INC |
| 0.01% | 0.01% | #48 | $942,679 | 36,809 | $943,783 | 36,809 | 00.00% | Unchanged |
| Parallel Advisors, LLC |
| 0.01% | 0.01% | #44 | $874,351 | 34,141 | $768,713 | 29,981 | +4,160+13.88% | Add |
| Daviman Financial, LLC |
| 0.47% | 0.43% | #14 | $843,389 | 32,932 | $725,971 | 28,314 | +4,618+16.31% | Add |
| LITTLE HOUSE CAPITAL LLC |
| 0.19% | 0.21% | #18 | $836,643 | 32,669 | $808,978 | 31,551 | +1,118+3.54% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | — | #87 | $818,829 | 31,973 | $0 | 0 | +31,973 | New Buy |
| CFG Wealth Management Services, Inc. |
| 0.73% | 0.7% | #11 | $770,277 | 30,042 | $770,277 | 30,042 | 00.00% | Unchanged |
| JANE STREET GROUP, LLC |
| <0.01% | — | #88 | $736,339 | 28,752 | $0 | 0 | +28,752 | New Buy |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | — | #70 | $647,907 | 25,299 | $0 | 0 | +25,299 | New Buy |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #76 | $568,357 | 22,193 | $291,286 | 11,361 | +10,832+95.34% | Add |
| DEARBORN PARTNERS LLC |
| 0.03% | 0.03% | #35 | $526,943 | 20,705 | $526,943 | 20,705 | 00.00% | Unchanged |
