| LPL Financial LLC |
| 0.01% | 0.01% | #48 | $45.1M | 939,102 | $38.8M | 915,259 | +23,843+2.61% | Add |
| WESTWOOD HOLDINGS GROUP INC |
| 0.21% | 0.18% | #15 | $27.8M | 580,000 | $24.6M | 580,000 | 00.00% | Unchanged |
| STIFEL FINANCIAL CORP |
| 0.01% | 0.01% | #46 | $17.9M | 374,020 | $7.8M | 182,661 | +191,359+104.76% | Add |
| Christian Investment Advisors, Inc. |
| 9.57% | 9.38% | #1 | $16.2M | 338,432 | $14.8M | 339,499 | -1,067-0.31% | Reduce |
| CREATIVE FINANCIAL DESIGNS INC /ADV |
| 0.69% | 0.75% | #10 | $14.5M | 302,545 | $12.3M | 289,506 | +13,039+4.50% | Add |
| Bare Financial Services, Inc |
| 2.99% | 2.95% | #3 | $13.0M | 271,703 | $11.1M | 262,512 | +9,191+3.50% | Add |
| AMERIPRISE FINANCIAL INC |
| <0.01% | <0.01% | #60 | $9.6M | 200,039 | $7.7M | 180,293 | +19,746+10.95% | Add |
| Faithward Advisors, LLC |
| 1.08% | 1.12% | #7 | $8.8M | 183,599 | $7.8M | 184,261 | -662-0.36% | Reduce |
| Plan A Wealth LLC |
| 3.73% | 3.59% | #2 | $8.8M | 182,718 | $7.5M | 176,510 | +6,208+3.52% | Add |
| Kestra Advisory Services, LLC |
| 0.03% | 0.03% | #35 | $8.0M | 166,301 | $6.8M | 160,321 | +5,980+3.73% | Add |
| OneAscent Financial Services LLC |
| 0.37% | 0.35% | #13 | $7.7M | 160,784 | $6.4M | 150,978 | +9,806+6.49% | Add |
| O'Connor Financial Group LLC |
| 2.61% | 2.66% | #4 | $7.4M | 153,956 | $6.5M | 153,011 | +945+0.62% | Add |
| ASSETMARK, INC |
| 0.01% | 0.01% | #49 | $5.9M | 122,525 | $5.1M | 120,412 | +2,113+1.75% | Add |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.01% | 0.01% | #50 | $5.7M | 120,039 | $4.3M | 101,394 | +18,645+18.39% | Add |
| EverSource Wealth Advisors, LLC |
| 0.17% | 0.12% | #18 | $5.0M | 104,830 | $4.0M | 93,831 | +10,999+11.72% | Add |
| Sound Financial Strategies Group, LLC |
| 2.26% | 2.11% | #5 | $3.6M | 74,136 | $3.1M | 72,894 | +1,242+1.70% | Add |
| Turning Point Benefit Group, Inc. |
| 1.5% | 3.11% | #6 | $3.5M | 72,706 | $4.9M | 141,847 | -69,141-48.74% | Reduce |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #80 | $2.8M | 59,080 | $3.7M | 86,865 | -27,785-31.99% | Reduce |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #68 | $2.8M | 58,745 | $1.7M | 39,818 | +18,927+47.53% | Add |
| FAMILY WEALTH PARTNERS, LLC |
| 0.82% | 0.72% | #9 | $2.7M | 56,018 | $2.1M | 49,510 | +6,508+13.14% | Add |
| Focus Partners Advisor Solutions, LLC |
| 0.02% | 0.02% | #40 | $2.7M | 55,914 | $2.1M | 49,414 | +6,500+13.15% | Add |
| BENJAMIN EDWARDS INC |
| 0.02% | 0.02% | #39 | $2.6M | 54,341 | $1.7M | 40,277 | +14,064+34.92% | Add |
| Investment Research Partners LLC |
| 0.83% | 0.87% | #8 | $2.5M | 51,415 | $2.1M | 50,339 | +1,076+2.14% | Add |
| IFP Advisors, Inc |
| 0.04% | 0.04% | #29 | $2.5M | 51,150 | $2.1M | 50,166 | +984+1.96% | Add |
| Valmark Advisers, Inc. |
| 0.02% | 0.02% | #38 | $2.3M | 47,517 | $1.8M | 42,603 | +4,914+11.53% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #61 | $1.9M | 40,640 | $1.8M | 42,153 | -1,513-3.59% | Reduce |
| RFG Advisory, LLC |
| 0.03% | 0.02% | #34 | $1.7M | 34,583 | $1.3M | 29,781 | +4,802+16.12% | Add |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC |
| 0.01% | 0.01% | #52 | $1.6M | 33,435 | $1.2M | 28,410 | +5,025+17.69% | Add |
| First Heartland Consultants, Inc. |
| 0.09% | 0.09% | #24 | $1.4M | 29,710 | $1.2M | 28,141 | +1,569+5.58% | Add |
| Sound Stewardship, LLC |
| 0.55% | 0.56% | #12 | $1.3M | 27,749 | $1.2M | 28,707 | -958-3.34% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #66 | $1.3M | 27,248 | $668,960 | 15,760 | +11,488+72.89% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #79 | $1.3M | 26,580 | $1.1M | 26,385 | +195+0.74% | Add |
| WorthPointe, LLC |
| 0.31% | 0.34% | #14 | $1.2M | 25,701 | $1.3M | 29,713 | -4,012-13.50% | Reduce |
| J.W. COLE ADVISORS, INC. |
| 0.02% | — | #41 | $1.1M | 22,862 | $0 | 0 | +22,862 | New Buy |
| Allworth Financial LP |
| <0.01% | <0.01% | #55 | $1.1M | 22,439 | $909,958 | 21,438 | +1,001+4.67% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #86 | $994,479 | 20,726 | $1.3M | 31,722 | -10,996-34.66% | Reduce |
| SageOak Financial, LLC |
| 0.61% | 0.6% | #11 | $935,730 | 19,502 | $853,847 | 20,116 | -614-3.05% | Reduce |
| Chevy Chase Trust Holdings, LLC |
| <0.01% | <0.01% | #59 | $930,716 | 19,398 | $856,217 | 20,170 | -772-3.83% | Reduce |
| TrueWealth Advisors, LLC |
| 0.21% | 0.18% | #16 | $918,715 | 19,147 | $723,056 | 17,035 | +2,112+12.40% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #70 | $867,313 | 18,064 | $650,159 | 15,316 | +2,748+17.94% | Add |
| Sowell Financial Services LLC |
| 0.03% | 0.03% | #33 | $861,904 | 17,963 | $726,282 | 17,111 | +852+4.98% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #81 | $842,878 | 17,566 | $719,631 | 16,954 | +612+3.61% | Add |
| Discipline Wealth Solutions, LLC |
| 0.07% | 0.07% | #27 | $811,187 | 16,906 | $696,145 | 16,401 | +505+3.08% | Add |
| Geneos Wealth Management Inc. |
| 0.02% | 0.01% | #44 | $764,945 | 15,943 | $580,164 | 13,667 | +2,276+16.65% | Add |
| Farther Finance Advisors, LLC |
| 0.01% | 0.01% | #53 | $752,744 | 15,688 | $588,746 | 13,775 | +1,913+13.89% | Add |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #64 | $728,801 | 15,189 | $673,000 | 15,866 | -677-4.27% | Reduce |
| Frontier Asset Management, LLC |
| 0.13% | 0.34% | #21 | $728,696 | 15,187 | $1.6M | 37,858 | -22,671-59.88% | Reduce |
| VICUS CAPITAL |
| 0.04% | 0.04% | #30 | $668,992 | 13,942 | $535,862 | 12,625 | +1,317+10.43% | Add |
| Betterment LLC |
| <0.01% | <0.01% | #69 | $610,621 | 12,726 | $512,000 | 12,065 | +661+5.48% | Add |
| World Investment Advisors |
| 0.01% | 0.01% | #51 | $541,575 | 11,287 | $500,684 | 11,796 | -509-4.32% | Reduce |
