| BROWN ADVISORY INC |
| 0.67% | 0.64% | #2 | $435.4M | 16.3M | $387.3M | 17.0M | -701,026-4.11% | Reduce |
| Quantinno Capital Management LP |
| 0.02% | 0.01% | #10 | $13.3M | 499,311 | $7.2M | 315,920 | +183,391+58.05% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #11 | $8.0M | 301,641 | $5.8M | 254,753 | +46,888+18.41% | Add |
| North Berkeley Wealth Management, LLC |
| 2.26% | 1.95% | #1 | $5.6M | 210,283 | $3.7M | 162,505 | +47,778+29.40% | Add |
| BALDWIN WEALTH PARTNERS LLC/MA |
| 0.36% | 0.33% | #5 | $5.5M | 205,799 | $4.5M | 198,958 | +6,841+3.44% | Add |
| Allegheny Financial Group |
| 0.54% | 0.39% | #3 | $5.1M | 191,987 | $2.9M | 127,318 | +64,669+50.79% | Add |
| Modern Wealth Management, LLC |
| 0.02% | 0.02% | #8 | $2.0M | 75,903 | $1.1M | 46,684 | +29,219+62.59% | Add |
| TRED AVON FAMILY WEALTH, LLC |
| 0.49% | 0.46% | #4 | $1.6M | 60,058 | $1.4M | 60,833 | -775-1.27% | Reduce |
| Mutual Advisors, LLC |
| 0.02% | 0.02% | #9 | $1.1M | 41,935 | $952,763 | 41,935 | 00.00% | Unchanged |
| Armstrong, Fleming & Moore, Inc |
| 0.16% | — | #6 | $470,876 | 17,676 | $0 | 0 | +17,676 | New Buy |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #12 | $423,432 | 15,895 | $361,134 | 15,895 | 00.00% | Unchanged |
| ROMAN BUTLER FULLERTON & CO |
| 0.06% | 0.07% | #7 | $263,807 | 9,735 | $237,476 | 10,126 | -391-3.86% | Reduce |
| MORGAN STANLEY |
| <0.01% | — | #13 | $170,998 | 6,419 | $0 | 0 | +6,419 | New Buy |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #14 | $34,000 | 1,293 | $29,000 | 1,293 | 00.00% | Unchanged |
| UBS Group AG |
| <0.01% | — | #15 | $4,342 | 163 | $0 | 0 | +163 | New Buy |