| Inspire Advisors, LLC |
| 6.74% | 8.41% | #1 | $97.5M | 4.1M | $103.2M | 4.3M | -225,326-5.21% | Reduce |
| Faithward Advisors, LLC |
| 4.98% | 5.66% | #2 | $40.8M | 1.7M | $39.6M | 1.7M | +54,195+3.26% | Add |
| CREATIVE FINANCIAL DESIGNS INC /ADV |
| 1.1% | 1.53% | #7 | $23.0M | 968,280 | $25.2M | 1.1M | -88,201-8.35% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #74 | $19.6M | 823,286 | $14.7M | 615,486 | +207,800+33.76% | Add |
| Bare Financial Services, Inc |
| 4.34% | 4.85% | #3 | $18.9M | 795,094 | $18.4M | 769,879 | +25,215+3.28% | Add |
| Inspire Investing, LLC |
| 0.75% | — | #13 | $18.3M | 768,594 | $0 | 0 | +768,594 | New Buy |
| OneAscent Financial Services LLC |
| 0.62% | 0.86% | #15 | $13.0M | 548,881 | $15.8M | 663,927 | -115,046-17.33% | Reduce |
| PAX Financial Group, LLC |
| 1.23% | 1.4% | #6 | $8.3M | 348,665 | $8.2M | 343,996 | +4,669+1.36% | Add |
| Plan A Wealth LLC |
| 3.26% | 3.4% | #5 | $7.7M | 322,041 | $7.1M | 297,360 | +24,681+8.30% | Add |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC |
| 0.04% | 0.03% | #52 | $6.4M | 267,448 | $5.4M | 225,919 | +41,529+18.38% | Add |
| ASSETMARK, INC |
| 0.01% | 0.01% | #65 | $5.3M | 222,966 | $5.1M | 212,075 | +10,891+5.14% | Add |
| LVZ, Inc. |
| 0.48% | 0.53% | #19 | $4.7M | 197,625 | $4.7M | 195,296 | +2,329+1.19% | Add |
| Valmark Advisers, Inc. |
| 0.05% | 0.05% | #48 | $4.5M | 187,444 | $4.4M | 186,518 | +926+0.50% | Add |
| Legacy Wealth Asset Management, LLC |
| 0.96% | 0.99% | #10 | $4.4M | 184,769 | $4.1M | 170,546 | +14,223+8.34% | Add |
| Allworth Financial LP |
| 0.02% | 0.01% | #58 | $4.3M | 180,701 | $3.5M | 147,360 | +33,341+22.63% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #90 | $4.3M | 180,131 | $3.7M | 156,095 | +24,036+15.40% | Add |
| WorthPointe, LLC |
| 0.92% | 1.34% | #12 | $3.7M | 154,171 | $4.9M | 206,967 | -52,796-25.51% | Reduce |
| Range Financial Group LLC |
| 0.99% | 1.07% | #9 | $3.6M | 152,721 | $3.2M | 133,193 | +19,528+14.66% | Add |
| OneAscent Investment Solutions LLC |
| 3.33% | 3.68% | #4 | $3.5M | 147,937 | $3.7M | 154,153 | -6,216-4.03% | Reduce |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #81 | $3.0M | 126,122 | $2.2M | 92,421 | +33,701+36.46% | Add |
| TrueWealth Advisors, LLC |
| 0.66% | 0.66% | #14 | $2.9M | 123,684 | $2.6M | 110,273 | +13,411+12.16% | Add |
| GOLDMAN SACHS GROUP INC |
| <0.01% | <0.01% | #101 | $2.7M | 114,735 | $4.8M | 200,001 | -85,266-42.63% | Reduce |
| Belpointe Asset Management LLC |
| 0.08% | 0.09% | #41 | $2.5M | 106,334 | $2.5M | 105,617 | +717+0.68% | Add |
| Farther Finance Advisors, LLC |
| 0.02% | 0.02% | #57 | $2.5M | 105,133 | $1.8M | 76,807 | +28,326+36.88% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #100 | $2.3M | 97,889 | $5.5M | 228,764 | -130,875-57.21% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #94 | $2.3M | 95,153 | $1.9M | 79,818 | +15,335+19.21% | Add |
| VICUS CAPITAL |
| 0.14% | 0.15% | #27 | $2.2M | 90,985 | $2.0M | 84,925 | +6,060+7.14% | Add |
| Kestra Advisory Services, LLC |
| 0.01% | 0.01% | #67 | $2.1M | 88,211 | $1.9M | 80,238 | +7,973+9.94% | Add |
| IFP Advisors, Inc |
| 0.03% | 0.04% | #54 | $1.9M | 81,140 | $1.9M | 79,663 | +1,477+1.85% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #87 | $1.9M | 79,048 | $4.3M | 178,643 | -99,595-55.75% | Reduce |
| AlphaStar Capital Management, LLC |
| 0.11% | 0.12% | #37 | $1.8M | 74,425 | $1.6M | 68,892 | +5,533+8.03% | Add |
| SUMMIT WEALTH GROUP LLC / CO |
| 0.12% | 0.13% | #35 | $1.4M | 60,634 | $1.3M | 53,117 | +7,517+14.15% | Add |
| Simplicity Wealth,LLC |
| 0.05% | 0.04% | #49 | $1.4M | 58,365 | $708,140 | 29,683 | +28,682+96.63% | Add |
| Discipline Wealth Solutions, LLC |
| 0.12% | — | #36 | $1.3M | 56,200 | $0 | 0 | +56,200 | New Buy |
| Cornerstone Financial Management LLC |
| 1.02% | 1.35% | #8 | $1.3M | 53,339 | $1.5M | 61,595 | -8,256-13.40% | Reduce |
| Allen Capital Group, LLC |
| 0.1% | 0.12% | #38 | $1.3M | 53,281 | $1.4M | 58,251 | -4,970-8.53% | Reduce |
| Optivise Advisory Services LLC |
| 0.62% | 0.76% | #16 | $1.2M | 51,632 | $1.3M | 52,962 | -1,330-2.51% | Reduce |
| Revisor Wealth Management LLC |
| 0.29% | 0.2% | #20 | $1.2M | 50,838 | $720,350 | 30,077 | +20,761+69.03% | Add |
| AE Wealth Management LLC |
| 0.01% | 0.01% | #70 | $1.1M | 47,881 | $1.1M | 45,006 | +2,875+6.39% | Add |
| LaSalle St. Investment Advisors, LLC |
| 0.14% | 0.14% | #28 | $1.1M | 47,710 | $1.0M | 41,960 | +5,750+13.70% | Add |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #84 | $1.1M | 47,251 | $1.5M | 64,797 | -17,546-27.08% | Reduce |
| First Heartland Consultants, Inc. |
| 0.07% | 0.08% | #42 | $1.1M | 44,442 | $1.0M | 42,150 | +2,292+5.44% | Add |
| Trust Point Inc. |
| 0.09% | 0.09% | #40 | $1.0M | 42,761 | $1.0M | 43,794 | -1,033-2.36% | Reduce |
| SILVER OAK SECURITIES, INCORPORATED |
| 0.06% | 0.07% | #46 | $996,665 | 41,930 | $898,714 | 37,671 | +4,259+11.31% | Add |
| HFG Wealth Management, LLC |
| 0.96% | 0.54% | #11 | $956,248 | 40,229 | $975,550 | 40,892 | -663-1.62% | Reduce |
| Tulsa Wealth Advisors, INC |
| 0.12% | 0.13% | #32 | $886,592 | 37,299 | $761,831 | 31,933 | +5,366+16.80% | Add |
| LITTLEJOHN FINANCIAL SERVICES, INC. |
| 0.54% | — | #18 | $743,953 | 31,298 | $0 | 0 | +31,298 | New Buy |
| LifeGuide Financial Advisors, LLC |
| 0.2% | 0.2% | #22 | $702,292 | 29,545 | $636,779 | 26,691 | +2,854+10.69% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #92 | $694,480 | 29,217 | $620,930 | 26,027 | +3,190+12.26% | Add |
| HARBOUR INVESTMENTS, INC. |
| 0.01% | 0.01% | #64 | $690,548 | 29,051 | $696,973 | 29,214 | -163-0.56% | Reduce |
