| DEARBORN PARTNERS LLC | 390,419 | -52,869 | $26.6M | -$3.1M | -11.9% |
| Wealthspire Advisors, LLC | 6,280 | -25,063 | $427.1K | -$1.7M | -80.0% |
| UBS Group AG | 1,568 | -10,308 | $106.6K | -$685.7K | -86.8% |
| Focus Partners Wealth | 120,366 | -10,196 | $8.2M | -$524.0K | -7.8% |
| HB Wealth Management, LLC | 28,407 | -8,225 | $1.9M | -$512.1K | -22.4% |
| Royal Bank of Canada | 2,665 | -5,179 | $181.0K | -$425.0K | -66.0% |
| Arbor Investment Advisors, LLC | 11,310 | -6,064 | $769.2K | -$390.0K | -34.9% |
| Evelyn Partners Investment Management Services Ltd | 28,911 | -782 | $2.0M | -$275.9K | -2.6% |
| TD Waterhouse Canada Inc. | 3,252 | -3,000 | $218.6K | -$200.1K | -48.0% |
| TD Asset Management Inc | 148,666 | 0 | $10.1M | +$191.8K | 0.0% |
| BROWN ADVISORY INC | 191,409 | -850 | $13.0M | +$190.2K | -0.4% |
| OSAIC HOLDINGS, INC. | 34,228 | -3,227 | $2.3M | -$169.4K | -8.6% |
| EVERMAY WEALTH MANAGEMENT LLC | 20,080 | 0 | $1.4M | +$35.5K | 0.0% |
| Rathbones Group PLC | 3,250 | -500 | $221.0K | -$29.2K | -13.3% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,257 | -442 | $85.5K | -$27.9K | -26.0% |
| PNC Financial Services Group, Inc. | 4,400 | -400 | $299.2K | -$21.0K | -8.3% |
| GABELLI FUNDS LLC | 13,000 | 0 | $884.1K | +$16.8K | 0.0% |
| SCOTIA CAPITAL INC. | 5,515 | -329 | $375.1K | -$14.8K | -5.6% |
| FINANCIAL CONSULATE, INC | 3,482 | -265 | $236.8K | -$13.2K | -7.1% |
| WBH ADVISORY INC | 8,512 | 0 | $578.9K | +$11.0K | 0.0% |
| Advisors Capital Management, LLC | 7,074 | 0 | $481.1K | +$9.1K | 0.0% |
| LPL Financial LLC | 6,777 | -1 | $460.9K | +$8.7K | -0.0% |
| Cerity Partners LLC | 10,018 | -74 | $681.3K | +$8.0K | -0.7% |
| Willis Johnson & Associates, Inc. | 5,462 | 0 | $371.5K | +$7.0K | 0.0% |
| SC&H Financial Advisors, Inc. | 5,376 | 0 | $365.6K | +$6.9K | 0.0% |
| Florida Trust Wealth Management Co | 4,368 | 0 | $297.1K | +$5.6K | 0.0% |
| Baird Financial Group, Inc. | 4,310 | 0 | $293.1K | +$5.6K | 0.0% |
| GAMCO INVESTORS, INC. ET AL | 4,200 | 0 | $285.6K | +$5.4K | 0.0% |
| Wilmington Savings Fund Society, FSB | 4,000 | 0 | $272.0K | +$5.2K | 0.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4,479 | -4 | $293.7K | -$4.7K | -0.1% |
| BLAIR WILLIAM & CO/IL | 3,121 | 0 | $212.2K | +$4.0K | 0.0% |
| CULBERTSON A N & CO INC | 3,108 | 0 | $211.7K | +$3.7K | 0.0% |
| Atlantic Union Bankshares Corp | 1,700 | 0 | $115.6K | +$2.2K | 0.0% |
| Glass Jacobson Investment Advisors llc | 337 | 0 | $22.9K | +$435 | 0.0% |
| Beacon Capital Management, Inc. | 318 | 0 | $21.6K | +$410 | 0.0% |
| BOK Financial Private Wealth, Inc. | 180 | 0 | $12.3K | +$318 | 0.0% |
| HARBOR INVESTMENT ADVISORY, LLC | 244 | 0 | $16.6K | +$314 | 0.0% |
| Delos Wealth Advisors, LLC | 210 | 0 | $14.3K | +$271 | 0.0% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 40 | 0 | $2.7K | +$51 | 0.0% |
| GAMMA Investing LLC | 30 | 0 | $2.0K | +$38 | 0.0% |
| BANK OF MONTREAL /CAN/ | 24 | 0 | $1.6K | +$31 | 0.0% |
| Davis Capital Management | 4 | 0 | $272 | +$5 | 0.0% |
| NOMURA ASSET MANAGEMENT CO LTD | 0 | 0 | $0 | $0 | — |