| Inspire Advisors, LLC |
| 6.49% | 5.45% | #4 | $94.0M | 328,811 | $66.9M | 266,885 | +61,926+23.20% | Add |
| OneAscent Financial Services LLC |
| 4% | 3.87% | #6 | $83.7M | 292,463 | $71.4M | 285,074 | +7,389+2.59% | Add |
| LPL Financial LLC |
| 0.01% | 0.01% | #78 | $51.5M | 179,978 | $33.1M | 132,129 | +47,849+36.21% | Add |
| Plan A Wealth LLC |
| 19.36% | 18.24% | #1 | $45.5M | 159,100 | $38.1M | 151,974 | +7,126+4.69% | Add |
| CREATIVE FINANCIAL DESIGNS INC /ADV |
| 1.6% | 2.23% | #11 | $33.6M | 117,590 | $36.7M | 146,614 | -29,024-19.80% | Reduce |
| Christian Investment Advisors, Inc. |
| 15.54% | 14.98% | #2 | $26.4M | 92,153 | $23.7M | 92,946 | -793-0.85% | Reduce |
| Strategic Equity Management |
| 7.74% | 4.79% | #3 | $23.0M | 80,533 | $12.7M | 50,874 | +29,659+58.30% | Add |
| SILVER OAK SECURITIES, INCORPORATED |
| 1.12% | 1.15% | #12 | $18.5M | 64,685 | $15.7M | 62,611 | +2,074+3.31% | Add |
| STIFEL FINANCIAL CORP |
| 0.01% | 0.01% | #76 | $15.1M | 52,732 | $12.9M | 51,362 | +1,370+2.67% | Add |
| Geneos Wealth Management Inc. |
| 0.29% | 0.26% | #30 | $14.1M | 49,316 | $11.2M | 44,892 | +4,424+9.85% | Add |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC |
| 0.07% | 0.06% | #49 | $12.9M | 45,067 | $10.0M | 39,704 | +5,363+13.51% | Add |
| MONEYWISE, INC. |
| 4.79% | 3.36% | #5 | $12.8M | 44,863 | $7.7M | 30,750 | +14,113+45.90% | Add |
| Inspire Investing, LLC |
| 0.49% | — | #24 | $12.0M | 42,022 | $0 | 0 | +42,022 | New Buy |
| Belpointe Asset Management LLC |
| 0.38% | 0.38% | #27 | $11.8M | 41,088 | $10.3M | 41,039 | +49+0.12% | Add |
| Investment Research Partners LLC |
| 2.91% | 3.05% | #7 | $8.6M | 30,037 | $7.5M | 29,949 | +88+0.29% | Add |
| Legacy Wealth Asset Management, LLC |
| 1.81% | 1.72% | #10 | $8.2M | 28,803 | $7.1M | 28,291 | +512+1.81% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #92 | $8.2M | 29,088 | $5.7M | 23,119 | +5,969+25.82% | Add |
| GTS SECURITIES LLC |
| 0.17% | 0.04% | #37 | $8.1M | 28,254 | $1.1M | 4,416 | +23,838+539.81% | Add |
| Orgel Wealth Management, LLC |
| 0.15% | — | #38 | $7.9M | 27,785 | $0 | 0 | +27,785 | New Buy |
| EverSource Wealth Advisors, LLC |
| 0.26% | 0.18% | #32 | $7.6M | 26,542 | $5.9M | 23,454 | +3,088+13.17% | Add |
| Focus Partners Advisor Solutions, LLC |
| 0.06% | 0.06% | #51 | $7.2M | 25,052 | $5.6M | 22,413 | +2,639+11.77% | Add |
| FAMILY WEALTH PARTNERS, LLC |
| 2.19% | 1.91% | #9 | $7.1M | 24,931 | $5.6M | 22,288 | +2,643+11.86% | Add |
| PAX Financial Group, LLC |
| 1.03% | 1.03% | #14 | $6.9M | 24,286 | $6.0M | 24,092 | +194+0.81% | Add |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #106 | $6.6M | 22,998 | $5.1M | 20,416 | +2,582+12.65% | Add |
| Focus Partners Wealth |
| 0.01% | 0.01% | #87 | $6.3M | 22,133 | $5.3M | 21,227 | +906+4.27% | Add |
| Frontier Asset Management, LLC |
| 1.08% | 0.9% | #13 | $6.0M | 21,000 | $4.3M | 17,189 | +3,811+22.17% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.01% | 0.01% | #86 | $5.6M | 19,707 | $4.8M | 19,308 | +399+2.07% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #98 | $5.2M | 18,202 | $3.4M | 13,392 | +4,810+35.92% | Add |
| AE Wealth Management LLC |
| 0.02% | 0.02% | #62 | $5.1M | 17,692 | $4.1M | 16,342 | +1,350+8.26% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #108 | $4.4M | 15,262 | $3.7M | 14,754 | +508+3.44% | Add |
| Pettinga Financial Advisors LLC |
| 0.69% | 0.66% | #20 | $4.3M | 15,017 | $3.5M | 13,988 | +1,029+7.36% | Add |
| Sound Financial Strategies Group, LLC |
| 2.63% | 2.44% | #8 | $4.1M | 14,456 | $3.6M | 14,242 | +214+1.50% | Add |
| Equitable Holdings, Inc. |
| 0.02% | <0.01% | #63 | $3.7M | 13,075 | $250,176 | 1,008 | +12,067+1,197.12% | Add |
| Tulsa Wealth Advisors, INC |
| 0.48% | 0.48% | #25 | $3.4M | 11,979 | $2.7M | 10,902 | +1,077+9.88% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | 0.01% | #83 | $3.3M | 11,689 | $3.1M | 12,252 | -563-4.60% | Reduce |
| LifeGuide Financial Advisors, LLC |
| 0.86% | 0.84% | #18 | $3.0M | 10,532 | $2.6M | 10,547 | -15-0.14% | Reduce |
| CENTAURUS FINANCIAL, INC. |
| 0.11% | — | #44 | $2.9M | 10,240 | $0 | 0 | +10,240 | New Buy |
| Valmark Advisers, Inc. |
| 0.03% | 0.03% | #56 | $2.9M | 10,234 | $2.5M | 10,114 | +120+1.19% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #94 | $2.7M | 9,452 | $1.9M | 7,746 | +1,706+22.02% | Add |
| HRT FINANCIAL LP |
| <0.01% | — | #91 | $2.4M | 8,527 | $0 | 0 | +8,527 | New Buy |
| Kovack Advisors, Inc. |
| 0.12% | — | #43 | $2.4M | 8,492 | $0 | 0 | +8,492 | New Buy |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #104 | $2.2M | 7,780 | $1.6M | 6,381 | +1,399+21.92% | Add |
| Fiduciary Alliance LLC |
| 0.14% | 0.12% | #41 | $2.1M | 7,312 | $1.9M | 7,261 | +51+0.70% | Add |
| Optivise Advisory Services LLC |
| 0.97% | 1.02% | #17 | $1.9M | 6,703 | $1.7M | 6,753 | -50-0.74% | Reduce |
| Simplicity Wealth,LLC |
| 0.06% | 0.01% | #52 | $1.8M | 6,193 | $206,167 | 823 | +5,370+652.49% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | <0.01% | #101 | $1.7M | 5,928 | $1.1M | 4,426 | +1,502+33.94% | Add |
| VICUS CAPITAL |
| 0.11% | 0.1% | #46 | $1.7M | 5,893 | $1.4M | 5,455 | +438+8.03% | Add |
| Pioneer Wealth Management Group |
| 0.39% | 0.37% | #26 | $1.6M | 5,625 | $1.3M | 5,332 | +293+5.50% | Add |
| SageOak Financial, LLC |
| 1.01% | 1% | #15 | $1.6M | 5,454 | $1.4M | 5,670 | -216-3.81% | Reduce |
| Envestnet Portfolio Solutions, Inc. |
| 0.01% | 0.01% | #84 | $1.6M | 5,430 | $1.2M | 4,673 | +757+16.20% | Add |
