| LPL Financial LLC |
| 0.02% | 0.03% | #113 | $104.0M | 2.0M | $94.4M | 1.8M | +174,386+9.74% | Add |
| Independence Asset Advisors, LLC |
| 26.21% | 35.5% | #1 | $100.6M | 1.9M | $98.2M | 1.9M | +36,677+1.97% | Add |
| Capital Investment Advisors, LLC |
| 1.24% | 1.28% | #23 | $94.5M | 1.8M | $87.7M | 1.7M | +120,137+7.22% | Add |
| TRUE Private Wealth Advisors |
| 2.09% | 2.18% | #15 | $24.3M | 458,362 | $22.9M | 433,794 | +24,568+5.66% | Add |
| Orion Porfolio Solutions, LLC |
| 0.17% | 0.19% | #64 | $22.4M | 423,873 | $22.6M | 428,469 | -4,596-1.07% | Reduce |
| SAX WEALTH ADVISORS, LLC |
| 0.86% | 0.92% | #27 | $21.1M | 400,699 | $19.0M | 360,072 | +40,627+11.28% | Add |
| Deseret Mutual Benefit Administrators |
| 6.89% | 6.05% | #2 | $21.1M | 398,471 | $17.8M | 336,862 | +61,609+18.29% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #170 | $16.9M | 319,954 | $24,320 | 458 | +319,496+69,758.95% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| 0.01% | 0.01% | #142 | $16.2M | 306,340 | $13.2M | 250,900 | +55,440+22.10% | Add |
| Gradient Investments LLC |
| 0.2% | 0.22% | #56 | $14.6M | 275,289 | $14.1M | 268,297 | +6,992+2.61% | Add |
| AXXCESS WEALTH MANAGEMENT, LLC |
| 0.23% | — | #52 | $14.4M | 272,493 | $0 | 0 | +272,493 | New Buy |
| Darwin Wealth Management, LLC |
| 3.95% | 4.26% | #5 | $14.4M | 272,492 | $13.7M | 259,309 | +13,183+5.08% | Add |
| Destiny Wealth Partners, LLC |
| 1.94% | 1.53% | #16 | $14.3M | 269,896 | $14.0M | 264,711 | +5,185+1.96% | Add |
| Employees' Retirement Fund of the City of Fort Worth |
| 5.04% | 5.18% | #4 | $14.1M | 266,600 | $11.9M | 226,600 | +40,000+17.65% | Add |
| MONETA GROUP INVESTMENT ADVISORS LLC |
| 0.1% | 0.1% | #77 | $13.7M | 259,161 | $13.3M | 251,767 | +7,394+2.94% | Add |
| Beaumont Financial Advisors, LLC |
| 0.86% | 0.81% | #28 | $13.5M | 254,492 | $11.8M | 223,533 | +30,959+13.85% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.03% | 0.03% | #111 | $13.2M | 248,620 | $9.8M | 185,867 | +62,753+33.76% | Add |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #157 | $12.1M | 228,901 | $137,125 | 2,602 | +226,299+8,697.12% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.03% | 0.03% | #110 | $11.8M | 223,563 | $11.6M | 220,161 | +3,402+1.55% | Add |
| Diversified Portfolios, Inc. |
| 0.86% | 0.53% | #29 | $11.8M | 223,081 | $6.5M | 122,637 | +100,444+81.90% | Add |
| FINANCIAL MANAGEMENT NETWORK INC |
| 1.57% | 1.04% | #17 | $11.0M | 207,039 | $6.8M | 129,560 | +77,479+59.80% | Add |
| Integras Partners LLC |
| 5.74% | 5.82% | #3 | $10.4M | 196,467 | $8.9M | 168,209 | +28,258+16.80% | Add |
| OneAscent Financial Services LLC |
| 0.49% | 0.43% | #34 | $10.3M | 194,006 | $8.0M | 151,597 | +42,409+27.97% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #155 | $10.0M | 189,420 | $4.7M | 88,931 | +100,489+113.00% | Add |
| WealthPlan Investment Management, LLC |
| 0.48% | 0.59% | #35 | $9.7M | 183,109 | $10.6M | 200,819 | -17,710-8.82% | Reduce |
| Geneos Wealth Management Inc. |
| 0.19% | 0.24% | #62 | $9.4M | 178,384 | $10.3M | 195,715 | -17,331-8.86% | Reduce |
| Tandem Financial, LLC |
| 2.82% | 2.18% | #9 | $9.4M | 177,333 | $6.8M | 129,819 | +47,514+36.60% | Add |
| Alpha Zero LLC |
| 3.49% | 4.22% | #6 | $9.2M | 174,296 | $8.3M | 158,268 | +16,028+10.13% | Add |
| OneAscent Wealth Management LLC |
| 2.64% | 1.45% | #11 | $8.9M | 167,555 | $4.4M | 82,934 | +84,621+102.03% | Add |
| Maridea Wealth Management LLC |
| 0.9% | 1.24% | #26 | $8.3M | 157,402 | $8.6M | 162,257 | -4,855-2.99% | Reduce |
| STIFEL FINANCIAL CORP |
| 0.01% | 0.01% | #141 | $8.1M | 153,588 | $7.2M | 137,365 | +16,223+11.81% | Add |
| WealthPLAN Partners, LLC |
| 1.52% | 1.65% | #18 | $8.0M | 150,428 | $8.5M | 161,642 | -11,214-6.94% | Reduce |
| Curi Capital, LLC |
| 0.12% | 0.16% | #73 | $7.8M | 146,408 | $9.2M | 174,294 | -27,886-16.00% | Reduce |
| KESTRA PRIVATE WEALTH SERVICES, LLC |
| 0.08% | 0.07% | #82 | $7.6M | 143,809 | $5.4M | 102,809 | +41,000+39.88% | Add |
| Atria Investments, Inc |
| 0.08% | 0.02% | #84 | $7.5M | 142,469 | $1.5M | 28,809 | +113,660+394.53% | Add |
| CWC Advisors, LLC. |
| 3.18% | 3.33% | #7 | $7.2M | 135,390 | $7.0M | 132,906 | +2,484+1.87% | Add |
| OSAIC HOLDINGS, INC. |
| 0.01% | 0.01% | #137 | $6.7M | 126,158 | $5.0M | 94,281 | +31,877+33.81% | Add |
| Advisor OS, LLC |
| 0.45% | 0.45% | #36 | $6.7M | 126,017 | $6.2M | 116,698 | +9,319+7.99% | Add |
| CoreCap Advisors, LLC |
| 0.2% | <0.01% | #59 | $6.6M | 125,174 | $34,600 | 656 | +124,518+18,981.40% | Add |
| MPWM ADVISORY SOLUTIONS, LLC |
| 2.45% | 2.77% | #14 | $5.5M | 103,696 | $5.2M | 99,257 | +4,439+4.47% | Add |
| Ferguson Shapiro LLC |
| 1.49% | 0.98% | #20 | $5.1M | 96,010 | $3.2M | 60,747 | +35,263+58.05% | Add |
| Synergy Investment Management, LLC |
| 1.19% | — | #24 | $4.9M | 92,578 | $0 | 0 | +92,578 | New Buy |
| Steward Partners Investment Advisory, LLC |
| 0.02% | 0.01% | #112 | $4.9M | 92,297 | $2.1M | 39,941 | +52,356+131.08% | Add |
| Dakota Wealth Management |
| 0.09% | 0.1% | #79 | $4.7M | 89,400 | $4.7M | 89,103 | +297+0.33% | Add |
| Cornerstone Wealth Group, LLC |
| 0.26% | 0.27% | #47 | $4.4M | 83,973 | $4.3M | 80,957 | +3,016+3.73% | Add |
| CATHY PARETO & ASSOCIATES, INC |
| 2.58% | 2.14% | #12 | $4.4M | 83,234 | $3.2M | 60,393 | +22,841+37.82% | Add |
| Western Wealth Management, LLC |
| 0.14% | 0.12% | #71 | $4.2M | 79,979 | $3.2M | 61,476 | +18,503+30.10% | Add |
| Sugar Maple Asset Management, LLC |
| 2.66% | 2.44% | #10 | $4.1M | 77,902 | $4.0M | 76,231 | +1,671+2.19% | Add |
| Bright Futures Wealth Management, LLC. |
| 2.53% | 2.84% | #13 | $3.9M | 73,928 | $4.2M | 78,831 | -4,903-6.22% | Reduce |
| Kestra Advisory Services, LLC |
| 0.01% | 0.01% | #127 | $3.9M | 72,756 | $3.7M | 69,938 | +2,818+4.03% | Add |
