| Inspire Advisors, LLC |
| 4.85% | 4.56% | #1 | $70.2M | 1.2M | $55.9M | 1.2M | +27,419+2.31% | Add |
| LPL Financial LLC |
| 0.01% | 0.01% | #85 | $33.5M | 578,086 | $21.8M | 461,842 | +116,244+25.17% | Add |
| CREATIVE FINANCIAL DESIGNS INC /ADV |
| 1.41% | 0.23% | #5 | $29.6M | 512,048 | $3.7M | 78,803 | +433,245+549.78% | Add |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC |
| 0.06% | 0.05% | #49 | $10.3M | 177,488 | $7.6M | 161,027 | +16,461+10.22% | Add |
| Bare Financial Services, Inc |
| 2.21% | 2.13% | #2 | $9.6M | 166,570 | $8.1M | 171,255 | -4,685-2.74% | Reduce |
| Focus Partners Wealth |
| 0.01% | 0.01% | #83 | $7.6M | 132,090 | $6.3M | 134,560 | -2,470-1.84% | Reduce |
| OneAscent Financial Services LLC |
| 0.33% | 0.31% | #15 | $7.0M | 120,212 | $5.7M | 120,656 | -444-0.37% | Reduce |
| LVZ, Inc. |
| 0.64% | 0.59% | #11 | $6.3M | 108,263 | $5.1M | 108,758 | -495-0.46% | Reduce |
| Inspire Investing, LLC |
| 0.23% | — | #18 | $5.7M | 97,866 | $0 | 0 | +97,866 | New Buy |
| SUMMIT WEALTH GROUP LLC / CO |
| 0.39% | 0.4% | #13 | $4.7M | 80,777 | $3.8M | 80,297 | +480+0.60% | Add |
| PAX Financial Group, LLC |
| 0.69% | 0.64% | #10 | $4.7M | 80,575 | $3.8M | 80,145 | +430+0.54% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #96 | $4.3M | 74,844 | $3.9M | 82,993 | -8,149-9.82% | Reduce |
| Turning Point Benefit Group, Inc. |
| 1.83% | 1.06% | #3 | $4.2M | 74,015 | $1.7M | 41,269 | +32,746+79.35% | Add |
| Strategic Equity Management |
| 1.38% | 3.66% | #6 | $4.1M | 71,243 | $9.7M | 206,605 | -135,362-65.52% | Reduce |
| SILVER OAK SECURITIES, INCORPORATED |
| 0.22% | 0.22% | #20 | $3.6M | 63,005 | $3.0M | 62,841 | +164+0.26% | Add |
| Revisor Wealth Management LLC |
| 0.79% | 0.81% | #9 | $3.3M | 56,407 | $2.9M | 62,205 | -5,798-9.32% | Reduce |
| Geneos Wealth Management Inc. |
| 0.07% | 0.05% | #45 | $3.2M | 55,474 | $2.4M | 50,146 | +5,328+10.62% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #116 | $3.1M | 54,905 | $1.5M | 33,370 | +21,535+64.53% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #121 | $3.1M | 52,800 | $1.7M | 36,651 | +16,149+44.06% | Add |
| EverSource Wealth Advisors, LLC |
| 0.09% | 0.07% | #36 | $2.8M | 48,190 | $2.3M | 48,576 | -386-0.79% | Reduce |
| MONEYWISE, INC. |
| 0.93% | 2.09% | #7 | $2.5M | 43,254 | $4.8M | 101,372 | -58,118-57.33% | Reduce |
| TWO SIGMA INVESTMENTS, LP |
| <0.01% | <0.01% | #110 | $2.4M | 41,500 | $1.7M | 37,000 | +4,500+12.16% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | 0.01% | #90 | $2.3M | 39,712 | $2.2M | 47,468 | -7,756-16.34% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #124 | $2.3M | 38,924 | $1.5M | 32,547 | +6,377+19.59% | Add |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC |
| 1.78% | 1.65% | #4 | $2.2M | 38,408 | $1.9M | 39,604 | -1,196-3.02% | Reduce |
| AlphaStar Capital Management, LLC |
| 0.14% | 0.13% | #32 | $2.2M | 37,254 | $1.7M | 35,966 | +1,288+3.58% | Add |
| WorthPointe, LLC |
| 0.54% | 0.54% | #12 | $2.1M | 36,901 | $2.0M | 42,475 | -5,574-13.12% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #105 | $1.9M | 33,089 | $1.4M | 30,290 | +2,799+9.24% | Add |
| Optivise Advisory Services LLC |
| 0.93% | — | #8 | $1.8M | 31,523 | $0 | 0 | +31,523 | New Buy |
| Tulsa Wealth Advisors, INC |
| 0.22% | 0.21% | #19 | $1.6M | 27,528 | $1.2M | 25,565 | +1,963+7.68% | Add |
| Gateway Wealth Partners, LLC |
| 0.09% | 0.08% | #37 | $1.5M | 26,465 | $2.1M | 44,592 | -18,127-40.65% | Reduce |
| J.W. COLE ADVISORS, INC. |
| 0.03% | 0.04% | #61 | $1.5M | 26,179 | $1.1M | 24,157 | +2,022+8.37% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #135 | $1.5M | 26,110 | $758,832 | 16,094 | +10,016+62.23% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | <0.01% | #122 | $1.3M | 22,764 | $875,296 | 18,564 | +4,200+22.62% | Add |
| HARBOUR INVESTMENTS, INC. |
| 0.02% | 0.01% | #68 | $1.3M | 21,987 | $945,506 | 20,053 | +1,934+9.64% | Add |
| ROYAL BANK OF CANADA |
| <0.01% | <0.01% | #132 | $1.2M | 21,170 | $986,000 | 20,920 | +250+1.20% | Add |
| Harvest Investment Services, LLC |
| 0.19% | 0.2% | #24 | $1.2M | 21,097 | $1.1M | 23,050 | -1,953-8.47% | Reduce |
| Focus Financial Network, Inc. |
| 0.04% | 0.03% | #55 | $1.2M | 20,683 | $930,760 | 19,657 | +1,026+5.22% | Add |
| Frontier Asset Management, LLC |
| 0.21% | 0.16% | #22 | $1.2M | 20,533 | $745,272 | 15,806 | +4,727+29.91% | Add |
| Fiduciary Alliance LLC |
| 0.08% | 0.06% | #41 | $1.2M | 20,376 | $1.0M | 20,420 | -44-0.22% | Reduce |
| Delta Investment Management, LLC |
| 0.19% | 0.07% | #23 | $1.2M | 19,953 | $374,299 | 7,938 | +12,015+151.36% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #115 | $1.1M | 18,600 | $580,530 | 12,312 | +6,288+51.07% | Add |
| VICUS CAPITAL |
| 0.07% | 0.06% | #44 | $1.0M | 17,607 | $804,026 | 17,053 | +554+3.25% | Add |
| JOHNSON INVESTMENT COUNSEL INC |
| 0.01% | 0.01% | #86 | $1.0M | 17,478 | $918,246 | 19,475 | -1,997-10.25% | Reduce |
| Keel Point, LLC |
| 0.06% | 0.05% | #47 | $995,941 | 17,207 | $815,271 | 17,291 | -84-0.49% | Reduce |
| Sterling Investment Advisors, Ltd. |
| 0.15% | 0.14% | #29 | $966,596 | 16,700 | $787,405 | 16,700 | 00.00% | Unchanged |
| Brookstone Capital Management |
| 0.01% | — | #77 | $934,704 | 16,149 | $0 | 0 | +16,149 | New Buy |
| Ascentis Independent Advisors |
| 0.12% | 0.07% | #34 | $867,230 | 18,393 | $867,230 | 18,393 | 00.00% | Unchanged |
| Simplicity Wealth,LLC |
| 0.03% | — | #58 | $855,473 | 14,780 | $0 | 0 | +14,780 | New Buy |
| INDEPENDENT FINANCIAL GROUP, LLC |
| 0.02% | — | #69 | $839,434 | 14,503 | $0 | 0 | +14,503 | New Buy |
