| VICTORY CAPITAL MANAGEMENT INC |
| 0.28% | 0.32% | #15 | $499.0M | 23.0M | $500.2M | 23.0M | 00.00% | Unchanged |
| Annex Advisory Services, LLC |
| 7.01% | 7.22% | #2 | $410.8M | 18.9M | $385.1M | 17.7M | +1.2M+6.92% | Add |
| CAHABA WEALTH MANAGEMENT, INC. |
| 11.22% | 12.09% | #1 | $186.0M | 8.6M | $178.1M | 8.2M | +382,419+4.68% | Add |
| Retirement Planning Group, LLC |
| 4.51% | 4.97% | #6 | $177.4M | 8.2M | $160.3M | 7.4M | +806,012+10.95% | Add |
| Merit Financial Group, LLC |
| 0.88% | 1.03% | #10 | $143.7M | 6.6M | $139.1M | 6.4M | +226,770+3.55% | Add |
| 1900 WEALTH MANAGEMENT LLC |
| 4.97% | 6.12% | #3 | $89.2M | 4.1M | $95.4M | 4.4M | -275,801-6.30% | Reduce |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.03% | 0.02% | #30 | $58.0M | 2.7M | $38.3M | 1.8M | +908,934+51.63% | Add |
| OSAIC HOLDINGS, INC. |
| 0.05% | 0.07% | #27 | $45.3M | 2.1M | $44.7M | 2.1M | +30,579+1.49% | Add |
| TRUIST FINANCIAL CORP |
| 0.05% | 0.05% | #28 | $40.0M | 1.8M | $33.6M | 1.5M | +302,843+19.70% | Add |
| Goldstein Advisors, LLC |
| 3.62% | 4.1% | #8 | $39.6M | 1.8M | $36.9M | 1.7M | +131,835+7.79% | Add |
| Madison Wealth Partners, Inc |
| 4.72% | 5.57% | #5 | $37.1M | 1.7M | $34.9M | 1.6M | +103,945+6.48% | Add |
| Corient Private Wealth LLC |
| 0.02% | 0.04% | #31 | $33.0M | 1.5M | $26.3M | 1.2M | +309,932+25.65% | Add |
| CORRECT CAPITAL WEALTH MANAGEMENT |
| 4.4% | 4.74% | #7 | $25.5M | 1.2M | $25.4M | 1.2M | +10,405+0.89% | Add |
| Arax Advisory Partners |
| 0.08% | — | #24 | $11.7M | 540,076 | $0 | 0 | +540,076 | New Buy |
| GOLDMAN SACHS GROUP INC |
| <0.01% | — | #43 | $9.3M | 428,401 | $0 | 0 | +428,401 | New Buy |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #39 | $8.9M | 411,443 | $206,235 | 9,469 | +401,974+4,245.16% | Add |
| FIDUCIARY FINANCIAL ADVISORS |
| 0.83% | — | #11 | $8.2M | 376,350 | $0 | 0 | +376,350 | New Buy |
| Elk River Wealth Management LLC |
| 1.14% | 1.31% | #9 | $7.1M | 329,014 | $7.9M | 361,138 | -32,124-8.90% | Reduce |
| Impact Investors, Inc |
| 4.83% | 3.9% | #4 | $6.6M | 304,138 | $5.6M | 258,046 | +46,092+17.86% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #41 | $5.9M | 273,047 | $3.3M | 151,315 | +121,732+80.45% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #37 | $5.6M | 259,045 | $1.5M | 68,251 | +190,794+279.55% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #42 | $4.9M | 225,634 | $462,520 | 21,236 | +204,398+962.51% | Add |
| OneDigital Investment Advisors LLC |
| 0.04% | 0.04% | #29 | $4.4M | 202,726 | $3.8M | 176,129 | +26,597+15.10% | Add |
| Tandem Financial, LLC |
| 0.69% | 0.58% | #12 | $2.3M | 106,198 | $1.8M | 83,732 | +22,466+26.83% | Add |
| Cornerstone Wealth Management, LLC |
| 0.06% | — | #25 | $1.4M | 62,911 | $0 | 0 | +62,911 | New Buy |
| FLOW TRADERS U.S. LLC |
| 0.06% | 0.01% | #26 | $1.4M | 62,675 | $359,000 | 16,478 | +46,197+280.36% | Add |
| AMERIPRISE FINANCIAL INC |
| <0.01% | — | #45 | $950,360 | 43,745 | $0 | 0 | +43,745 | New Buy |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #49 | $938,737 | 43,210 | $968,208 | 44,454 | -1,244-2.80% | Reduce |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #50 | $915,665 | 42,148 | $3.3M | 151,685 | -109,537-72.21% | Reduce |
| Trademark Financial Management, LLC |
| 0.36% | 0.41% | #14 | $878,320 | 40,429 | $841,470 | 38,635 | +1,794+4.64% | Add |
| Huntleigh Advisors, Inc. |
| 0.12% | 1.32% | #20 | $875,561 | 40,302 | $7.7M | 353,636 | -313,334-88.60% | Reduce |
| Integrated Investment Consultants, LLC |
| 0.17% | 0.18% | #19 | $867,371 | 39,925 | $862,401 | 39,596 | +329+0.83% | Add |
| JUNCTURE WEALTH STRATEGIES, LLC |
| 0.2% | — | #18 | $758,333 | 34,906 | $0 | 0 | +34,906 | New Buy |
| LANDMARK WEALTH MANAGEMENT, INC. |
| 0.23% | — | #16 | $698,503 | 32,152 | $0 | 0 | +32,152 | New Buy |
| LexAurum Advisors, LLC |
| 0.08% | 0.08% | #23 | $685,207 | 31,540 | $579,843 | 26,623 | +4,917+18.47% | Add |
| Stonebridge Financial Group, LLC / MO |
| 0.39% | 0.44% | #13 | $584,668 | 26,912 | $526,306 | 24,165 | +2,747+11.37% | Add |
| OneAscent Financial Services LLC |
| 0.02% | 0.03% | #32 | $518,928 | 23,886 | $493,677 | 22,667 | +1,219+5.38% | Add |
| Clarity Asset Management, Inc. |
| 0.2% | 0.17% | #17 | $405,787 | 18,674 | $333,169 | 15,297 | +3,377+22.08% | Add |
| COMMERCE BANK |
| <0.01% | — | #38 | $333,392 | 15,346 | $0 | 0 | +15,346 | New Buy |
| Vise Technologies, Inc. |
| <0.01% | 0.01% | #35 | $295,156 | 13,586 | $286,088 | 13,004 | +582+4.48% | Add |
| Steward Partners Investment Advisory, LLC |
| <0.01% | <0.01% | #40 | $276,147 | 12,711 | $193,494 | 8,884 | +3,827+43.08% | Add |
| REDW Wealth LLC |
| 0.08% | — | #22 | $231,393 | 10,651 | $0 | 0 | +10,651 | New Buy |
| Axis Wealth Partners, LLC |
| 0.1% | — | #21 | $216,555 | 9,968 | $0 | 0 | +9,968 | New Buy |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #52 | $203,528 | 9,334 | $42,081 | 1,941 | +7,393+380.89% | Add |
| Park Place Capital Corp |
| 0.01% | 0.02% | #33 | $93,099 | 4,286 | $92,170 | 4,232 | +54+1.28% | Add |
| FIFTH THIRD BANCORP |
| <0.01% | <0.01% | #47 | $77,659 | 3,575 | $77,420 | 3,555 | +20+0.56% | Add |
| Johnson Financial Group, Inc. |
| <0.01% | <0.01% | #36 | $54,335 | 2,501 | $54,472 | 2,501 | 00.00% | Unchanged |
| HARBOUR INVESTMENTS, INC. |
| <0.01% | — | #44 | $28,074 | 1,292 | $0 | 0 | +1,292 | New Buy |
| Comprehensive Financial Planning, Inc./PA |
| 0.01% | 0.09% | #34 | $15,115 | 696 | $129,387 | 5,940 | -5,244-88.28% | Reduce |
| Blue Trust, Inc. |
| <0.01% | — | #48 | $13,187 | 607 | $0 | 0 | +607 | New Buy |
