| Bridgewater Advisors Inc. |
| 1.59% | 1.63% | #2 | $29.2M | 287,315 | $27.4M | 265,762 | +21,553+8.11% | Add |
| Francis Financial, Inc. |
| 2.9% | 2.84% | #1 | $17.7M | 170,398 | $15.3M | 149,626 | +20,772+13.88% | Add |
| WNY Asset Management, LLC |
| 0.76% | 0.84% | #5 | $8.5M | 81,565 | $8.1M | 79,398 | +2,167+2.73% | Add |
| IEQ CAPITAL, LLC |
| 0.04% | 0.04% | #26 | $8.0M | 77,012 | $8.4M | 82,394 | -5,382-6.53% | Reduce |
| OGOREK ANTHONY JOSEPH /NY/ /ADV |
| 1.49% | 0.14% | #3 | $6.0M | 57,890 | $499,000 | 4,879 | +53,011+1,086.51% | Add |
| Rialto Wealth Management, LLC |
| 0.87% | 0.59% | #4 | $4.4M | 42,042 | $2.6M | 25,629 | +16,413+64.04% | Add |
| GUGGENHEIM CAPITAL LLC |
| 0.03% | 0.02% | #30 | $4.2M | 40,706 | $2.9M | 28,260 | +12,446+44.04% | Add |
| Savvy Advisors, Inc. |
| 0.07% | — | #23 | $3.4M | 32,273 | $0 | 0 | +32,273 | New Buy |
| HighTower Advisors, LLC |
| <0.01% | <0.01% | #41 | $3.0M | 28,642 | $3.2M | 31,501 | -2,859-9.08% | Reduce |
| Tortoise Investment Management, LLC |
| 0.2% | 0.23% | #15 | $2.6M | 25,410 | $2.7M | 26,797 | -1,387-5.18% | Reduce |
| Rise Advisors, LLC |
| 0.66% | 0.89% | #6 | $2.4M | 22,643 | $2.5M | 24,668 | -2,025-8.21% | Reduce |
| BANK OF AMERICA CORP /DE/ |
| <0.01% | <0.01% | #54 | $2.2M | 21,115 | $1.4M | 13,667 | +7,448+54.50% | Add |
| SATOVSKY ASSET MANAGEMENT LLC |
| 0.34% | 0.31% | #9 | $2.1M | 20,615 | $1.7M | 16,952 | +3,663+21.61% | Add |
| Arax Advisory Partners |
| 0.01% | — | #35 | $2.0M | 19,456 | $0 | 0 | +19,456 | New Buy |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #44 | $1.8M | 16,875 | $1.6M | 15,712 | +1,163+7.40% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #50 | $1.7M | 16,252 | $685,250 | 6,689 | +9,563+142.97% | Add |
| Hennion & Walsh Asset Management, Inc. |
| 0.04% | 0.04% | #25 | $1.4M | 13,842 | $1.1M | 10,923 | +2,919+26.72% | Add |
| Family Manage LLC |
| 0.1% | — | #19 | $999,440 | 9,610 | $0 | 0 | +9,610 | New Buy |
| Prospect Financial Services LLC |
| 0.49% | — | #7 | $960,374 | 9,234 | $0 | 0 | +9,234 | New Buy |
| LifeGoal Investments, LLC |
| 0.41% | 0.5% | #8 | $887,784 | 8,536 | $866,987 | 8,468 | +68+0.80% | Add |
| Creative Planning |
| <0.01% | <0.01% | #49 | $849,680 | 8,170 | $837,017 | 8,170 | 00.00% | Unchanged |
| Richard C. Young & CO., LTD. |
| 0.05% | — | #24 | $702,809 | 6,758 | $0 | 0 | +6,758 | New Buy |
| Joel Isaacson & Co., LLC |
| 0.02% | 0.02% | #32 | $617,818 | 5,941 | $527,972 | 5,153 | +788+15.29% | Add |
| CHATHAM CAPITAL GROUP, INC. |
| 0.08% | 0.09% | #20 | $613,600 | 5,900 | $594,210 | 5,800 | +100+1.72% | Add |
| Crestwood Advisors Group, LLC |
| 0.01% | 0.01% | #37 | $613,080 | 5,895 | $704,344 | 6,875 | -980-14.25% | Reduce |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | <0.01% | #47 | $605,592 | 5,823 | $628,633 | 6,136 | -313-5.10% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #53 | $598,000 | 5,750 | $486,637 | 4,750 | +1,000+21.05% | Add |
| Graney & King, LLC |
| 0.21% | 0.27% | #13 | $580,342 | 5,580 | $507,040 | 4,949 | +631+12.75% | Add |
| Main Street Financial Solutions, LLC |
| 0.03% | — | #28 | $555,848 | 5,345 | $0 | 0 | +5,345 | New Buy |
| AMERICAN FINANCIAL & TAX STRATEGIES INC |
| 0.23% | 0.25% | #12 | $520,000 | 5,000 | $512,250 | 5,000 | 00.00% | Unchanged |
| Bell Investment Advisors, Inc |
| 0.07% | 0.08% | #21 | $497,417 | 4,783 | $486,097 | 4,745 | +38+0.80% | Add |
| OLD MISSION CAPITAL LLC |
| 0.01% | — | #38 | $492,024 | 4,731 | $0 | 0 | +4,731 | New Buy |
| Parallel Advisors, LLC |
| 0.01% | <0.01% | #39 | $463,944 | 4,461 | $28,686 | 280 | +4,181+1,493.21% | Add |
| Compass Planning Associates Inc |
| 0.24% | 0.29% | #11 | $453,128 | 4,357 | $446,375 | 4,357 | 00.00% | Unchanged |
| Quantinno Capital Management LP |
| <0.01% | — | #48 | $444,288 | 4,272 | $0 | 0 | +4,272 | New Buy |
| SageView Advisory Group, LLC |
| 0.01% | — | #33 | $434,928 | 4,182 | $0 | 0 | +4,182 | New Buy |
| Wealthspire Advisors, LLC |
| <0.01% | <0.01% | #43 | $428,376 | 4,119 | $421,992 | 4,119 | 00.00% | Unchanged |
| Equitable Holdings, Inc. |
| <0.01% | — | #42 | $425,360 | 4,090 | $0 | 0 | +4,090 | New Buy |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | — | #52 | $400,504 | 3,851 | $0 | 0 | +3,851 | New Buy |
| MYECFO, LLC |
| 0.14% | — | #18 | $370,240 | 3,560 | $0 | 0 | +3,560 | New Buy |
| Sandhill Capital Partners LLC |
| 0.03% | — | #29 | $359,912 | 3,461 | $0 | 0 | +3,461 | New Buy |
| OakTrust Wealth Advisors, LLC |
| 0.3% | — | #10 | $342,992 | 3,298 | $0 | 0 | +3,298 | New Buy |
| Strategic Advisors LLC |
| 0.07% | — | #22 | $334,152 | 3,213 | $0 | 0 | +3,213 | New Buy |
| Two West Capital Advisors LLC |
| 0.15% | 0.16% | #17 | $301,304 | 2,930 | $300,548 | 2,907 | +23+0.79% | Add |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #55 | $296,504 | 2,851 | $7.2M | 70,465 | -67,614-95.95% | Reduce |
| CANANDAIGUA NATIONAL BANK & TRUST CO |
| 0.02% | — | #31 | $283,712 | 2,728 | $0 | 0 | +2,728 | New Buy |
| Cetera Investment Advisers |
| <0.01% | — | #51 | $268,632 | 2,583 | $0 | 0 | +2,583 | New Buy |
| Platt Wealth Management LLC |
| 0.2% | 0.24% | #14 | $249,600 | 2,400 | $245,880 | 2,400 | 00.00% | Unchanged |
| CWA Asset Management Group, LLC |
| 0.01% | — | #40 | $218,400 | 2,100 | $0 | 0 | +2,100 | New Buy |
| Bouchey Financial Group, Ltd. |
| 0.01% | 0.01% | #34 | $216,944 | 2,086 | $203,353 | 1,972 | +114+5.78% | Add |
