| Prism Advisors, Inc. |
| 10.28% | 9.89% | #1 | $42.3M | 757,627 | $37.0M | 757,626 | +1+0.00% | Add |
| Cresset Asset Management, LLC |
| 0.11% | 0.11% | #16 | $29.1M | 520,481 | $25.5M | 521,395 | -914-0.18% | Reduce |
| MAI Capital Management |
| 0.06% | 0.08% | #20 | $16.5M | 295,035 | $14.4M | 295,035 | 00.00% | Unchanged |
| Quantinno Capital Management LP |
| 0.01% | 0.01% | #27 | $6.1M | 108,492 | $5.3M | 108,492 | 00.00% | Unchanged |
| Clearview Wealth Management LLC |
| 2.51% | 2.49% | #2 | $3.9M | 69,865 | $3.5M | 72,093 | -2,228-3.09% | Reduce |
| Astra Wealth Partners LLC |
| 1.61% | 1.59% | #4 | $3.0M | 54,495 | $2.7M | 54,645 | -150-0.27% | Reduce |
| Nvest Wealth Strategies, Inc. |
| 1.73% | 1.7% | #3 | $2.8M | 49,699 | $2.4M | 49,699 | 00.00% | Unchanged |
| FIRST NATIONAL BANK SIOUX FALLS |
| 0.76% | 0.73% | #6 | $2.7M | 51,144 | $2.7M | 51,144 | 00.00% | Unchanged |
| HIGHLINE WEALTH PARTNERS LLC |
| 0.47% | 0.52% | #8 | $2.3M | 41,755 | $2.0M | 41,755 | 00.00% | Unchanged |
| Bleakley Financial Group, LLC |
| 0.03% | 0.03% | #23 | $2.2M | 39,665 | $1.9M | 39,665 | 00.00% | Unchanged |
| Sanctuary Advisors, LLC |
| 0.01% | 0.01% | #25 | $2.2M | 39,361 | $1.9M | 39,361 | 00.00% | Unchanged |
| EP Wealth Advisors, LLC |
| 0.01% | — | #28 | $1.8M | 32,912 | $0 | 0 | +32,912 | New Buy |
| ROTHSCHILD INVESTMENT LLC |
| 0.07% | 0.08% | #19 | $1.8M | 32,501 | $1.6M | 32,501 | 00.00% | Unchanged |
| Riverwater Partners LLC |
| 0.49% | 0.48% | #7 | $1.6M | 29,285 | $1.4M | 29,285 | 00.00% | Unchanged |
| A4 Wealth Advisors LLC |
| 1.06% | 1.14% | #5 | $1.6M | 28,531 | $1.4M | 28,531 | 00.00% | Unchanged |
| Walkner Condon Financial Advisors LLC |
| 0.18% | 0.29% | #11 | $1.6M | 28,430 | $2.2M | 45,004 | -16,574-36.83% | Reduce |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | — | #33 | $1.3M | 22,725 | $0 | 0 | +22,725 | New Buy |
| WESCAP Management Group, Inc. |
| 0.23% | 0.21% | #10 | $1.2M | 21,656 | $1.1M | 21,656 | 00.00% | Unchanged |
| GREENWOOD CAPITAL ASSOCIATES LLC |
| 0.12% | 0.12% | #15 | $1.2M | 21,521 | $1.1M | 21,521 | 00.00% | Unchanged |
| Empowered Funds, LLC |
| 0.01% | <0.01% | #29 | $1.2M | 20,609 | $494,569 | 10,118 | +10,491+103.69% | Add |
| Cambria Investment Management, L.P. |
| 0.06% | — | #21 | $1.2M | 20,609 | $0 | 0 | +20,609 | New Buy |
| NewEdge Advisors, LLC |
| <0.01% | <0.01% | #32 | $1.1M | 18,849 | $921,341 | 18,849 | 00.00% | Unchanged |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #35 | $1.0M | 18,648 | $911,516 | 18,648 | 00.00% | Unchanged |
| Wealthcare Advisory Partners LLC |
| 0.02% | 0.02% | #24 | $1.0M | 18,306 | $894,790 | 18,306 | 00.00% | Unchanged |
| FIDUCIENT ADVISORS LLC |
| 0.12% | 0.1% | #13 | $857,886 | 15,366 | $751,115 | 15,366 | 00.00% | Unchanged |
| Urban Financial Advisory Corp |
| 0.23% | 0.26% | #9 | $839,193 | 15,032 | $734,749 | 15,032 | 00.00% | Unchanged |
| NOTTINGHAM ADVISORS, INC. |
| 0.1% | 0.09% | #17 | $830,003 | 15,080 | $737,087 | 15,080 | 00.00% | Unchanged |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| <0.01% | <0.01% | #34 | $745,612 | 13,298 | $656,193 | 13,298 | 00.00% | Unchanged |
| CYPRESS FINANCIAL PLANNING LLC |
| 0.12% | 0.12% | #14 | $506,531 | 9,073 | $443,489 | 9,073 | 00.00% | Unchanged |
| CITADEL ADVISORS LLC |
| <0.01% | — | #36 | $497,040 | 8,903 | $0 | 0 | +8,903 | New Buy |
| Savvy Advisors, Inc. |
| 0.01% | 0.01% | #26 | $448,653 | 8,036 | $392,814 | 8,036 | 00.00% | Unchanged |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC |
| 0.15% | 0.13% | #12 | $354,374 | 6,348 | $310,269 | 6,348 | 00.00% | Unchanged |
| IFG Advisors, LLC |
| 0.04% | 0.04% | #22 | $292,994 | 5,248 | $256,528 | 5,248 | 00.00% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
| <0.01% | <0.01% | #31 | $255,125 | 4,570 | $223,373 | 4,570 | 00.00% | Unchanged |
| GTS SECURITIES LLC |
| 0.01% | 0.01% | #30 | $240,898 | 4,315 | $294,991 | 6,035 | -1,720-28.50% | Reduce |
| Frazier Financial Advisors, LLC |
| 0.1% | 0.09% | #18 | $193,358 | 3,463 | $169,293 | 3,463 | 00.00% | Unchanged |
| UBS Group AG |
| <0.01% | <0.01% | #37 | $160,840 | 2,881 | $79,968 | 1,636 | +1,245+76.10% | Add |
