| Destination Wealth Management |
| 0.51% | 0.57% | #1 | $21.8M | 210,294 | $21.8M | 209,614 | +680+0.32% | Add |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #35 | $19.3M | 185,062 | $9.7M | 93,441 | +91,621+98.05% | Add |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #38 | $12.2M | 117,295 | $11.8M | 113,610 | +3,685+3.24% | Add |
| OneDigital Investment Advisors LLC |
| 0.08% | 0.11% | #10 | $9.9M | 95,301 | $11.1M | 106,577 | -11,276-10.58% | Reduce |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #41 | $4.4M | 42,212 | $2.4M | 23,500 | +18,712+79.63% | Add |
| US BANCORP \DE\ |
| <0.01% | <0.01% | #28 | $3.3M | 31,949 | $3.4M | 32,661 | -712-2.18% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | 0.01% | #25 | $3.0M | 28,832 | $3.1M | 29,930 | -1,098-3.67% | Reduce |
| KELLY FINANCIAL GROUP LLC |
| 0.36% | 0.64% | #2 | $2.9M | 28,342 | $2.5M | 24,423 | +3,919+16.05% | Add |
| KEYBANK NATIONAL ASSOCIATION/OH |
| 0.01% | 0.01% | #21 | $2.7M | 26,026 | $2.9M | 27,390 | -1,364-4.98% | Reduce |
| Sanctuary Advisors, LLC |
| 0.01% | 0.01% | #17 | $2.6M | 25,406 | $2.8M | 26,430 | -1,024-3.87% | Reduce |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #42 | $2.1M | 20,595 | $2.0M | 19,231 | +1,364+7.09% | Add |
| Biondo Investment Advisors, LLC |
| 0.23% | 0.22% | #4 | $1.9M | 18,091 | $1.7M | 16,744 | +1,347+8.04% | Add |
| WESBANCO BANK INC |
| 0.04% | 0.04% | #13 | $1.5M | 14,503 | $1.4M | 13,514 | +989+7.32% | Add |
| Beirne Wealth Consulting Services, LLC |
| 0.3% | 0.46% | #3 | $1.5M | 14,469 | $1.6M | 15,576 | -1,107-7.11% | Reduce |
| CITADEL ADVISORS LLC |
| <0.01% | — | #49 | $1.2M | 11,673 | $0 | 0 | +11,673 | New Buy |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #44 | $1.0M | 10,024 | $1.1M | 11,028 | -1,004-9.10% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #45 | $1.0M | 9,744 | $996,548 | 9,567 | +177+1.85% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #37 | $880,299 | 8,478 | $910,213 | 8,738 | -260-2.98% | Reduce |
| D L CARLSON INVESTMENT GROUP INC |
| 0.12% | 0.13% | #7 | $727,620 | 7,008 | $730,023 | 7,008 | 00.00% | Unchanged |
| Ascent Group, LLC |
| 0.02% | — | #16 | $694,914 | 6,693 | $0 | 0 | +6,693 | New Buy |
| COLTON GROOME FINANCIAL ADVISORS, LLC |
| 0.16% | 0.1% | #5 | $659,613 | 6,353 | $343,344 | 3,296 | +3,057+92.75% | Add |
| Prime Capital Investment Advisors, LLC |
| 0.01% | <0.01% | #23 | $632,929 | 6,096 | $271,363 | 2,605 | +3,491+134.01% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #55 | $547,738 | 5,275 | $12.7M | 120,443 | -115,168-95.62% | Reduce |
| SILVER OAK SECURITIES, INCORPORATED |
| 0.03% | 0.04% | #15 | $488,375 | 4,704 | $486,410 | 4,669 | +35+0.75% | Add |
| DAVENPORT & Co LLC |
| <0.01% | <0.01% | #31 | $476,612 | 4,590 | $467,457 | 4,487 | +103+2.30% | Add |
| WorthPointe, LLC |
| 0.12% | 0.14% | #6 | $473,458 | 4,560 | $504,821 | 4,846 | -286-5.90% | Reduce |
| BARTLETT & CO. WEALTH MANAGEMENT LLC |
| 0.01% | 0.01% | #24 | $412,193 | 3,970 | $411,674 | 3,970 | 00.00% | Unchanged |
| GERMAN AMERICAN BANCORP, INC. |
| 0.03% | 0.04% | #14 | $408,766 | 3,937 | $410,117 | 3,937 | 00.00% | Unchanged |
| UBS Group AG |
| <0.01% | <0.01% | #53 | $397,242 | 3,826 | $398,242 | 3,823 | +3+0.08% | Add |
| Sigma Planning Corp |
| 0.01% | 0.01% | #19 | $395,834 | 3,812 | $340,889 | 3,272 | +540+16.50% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #52 | $389,000 | 3,750 | $375,000 | 3,603 | +147+4.08% | Add |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #40 | $383,616 | 3,695 | $359,361 | 3,450 | +245+7.10% | Add |
| AMG National Trust Bank |
| 0.01% | 0.01% | #22 | $372,739 | 3,590 | $399,492 | 3,835 | -245-6.39% | Reduce |
| TSA Wealth Managment LLC |
| 0.09% | 0.12% | #9 | $333,077 | 3,208 | $366,262 | 3,516 | -308-8.76% | Reduce |
| Procyon Advisors, LLC |
| <0.01% | <0.01% | #26 | $316,465 | 3,048 | $340,532 | 3,269 | -221-6.76% | Reduce |
| Integrated Wealth Concepts LLC |
| <0.01% | <0.01% | #34 | $305,058 | 2,938 | $278,522 | 2,674 | +264+9.87% | Add |
| Vise Technologies, Inc. |
| <0.01% | — | #29 | $303,530 | 2,923 | $0 | 0 | +2,923 | New Buy |
| 5T Wealth, LLC |
| 0.11% | 0.14% | #8 | $299,590 | 2,885 | $359,331 | 3,449 | -564-16.35% | Reduce |
| NewEdge Advisors, LLC |
| <0.01% | — | #36 | $281,440 | 2,711 | $0 | 0 | +2,711 | New Buy |
| KICKSTAND VENTURES, LLC. |
| 0.04% | 0.06% | #12 | $225,201 | 2,169 | $307,510 | 2,952 | -783-26.52% | Reduce |
| Csenge Advisory Group |
| 0.01% | 0.01% | #20 | $220,840 | 2,127 | $229,278 | 2,201 | -74-3.36% | Reduce |
| Shared Vision Wealth Group LLC |
| 0.07% | 0.09% | #11 | $217,621 | 2,096 | $218,340 | 2,096 | 00.00% | Unchanged |
| Farther Finance Advisors, LLC |
| <0.01% | <0.01% | #33 | $216,168 | 2,082 | $117,008 | 1,127 | +955+84.74% | Add |
| Modern Wealth Management, LLC |
| <0.01% | <0.01% | #30 | $200,691 | 1,933 | $261,722 | 2,521 | -588-23.32% | Reduce |
| Wilmington Savings Fund Society, FSB |
| <0.01% | <0.01% | #27 | $175,468 | 1,690 | $176,047 | 1,690 | 00.00% | Unchanged |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC |
| <0.01% | — | #39 | $137,778 | 1,327 | $0 | 0 | +1,327 | New Buy |
| ASSETMARK, INC |
| <0.01% | <0.01% | #46 | $123,554 | 1,190 | $163,130 | 1,566 | -376-24.01% | Reduce |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #54 | $107,694 | 1,034 | $102,006 | 987 | +47+4.76% | Add |
| Ashton Thomas Private Wealth, LLC |
| <0.01% | <0.01% | #32 | $99,155 | 955 | $93,336 | 896 | +59+6.58% | Add |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
| <0.01% | <0.01% | #48 | $47,418 | 457 | $278,808 | 2,679 | -2,222-82.94% | Reduce |
