| OneAscent Financial Services LLC |
| 6.09% | 5.95% | #4 | $127.3M | 2.7M | $109.8M | 2.6M | +111,540+4.37% | Add |
| OneAscent Wealth Management LLC |
| 14.64% | 13.59% | #1 | $49.1M | 1.0M | $41.1M | 954,737 | +72,224+7.56% | Add |
| LPL Financial LLC |
| 0.01% | 0.01% | #30 | $32.9M | 687,156 | $27.2M | 632,242 | +54,914+8.69% | Add |
| Plan A Wealth LLC |
| 13.33% | 13.08% | #2 | $31.3M | 655,254 | $27.3M | 634,179 | +21,075+3.32% | Add |
| Atria Investments, Inc |
| 0.14% | 0.29% | #13 | $14.4M | 300,933 | $25.7M | 596,405 | -295,472-49.54% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.02% | 0.02% | #25 | $12.9M | 273,671 | $9.7M | 223,198 | +50,473+22.61% | Add |
| OneAscent Family Office, LLC |
| 6.1% | 7.55% | #3 | $12.1M | 252,565 | $10.8M | 251,126 | +1,439+0.57% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #38 | $7.1M | 148,713 | $5.1M | 119,459 | +29,254+24.49% | Add |
| Valmark Advisers, Inc. |
| 0.06% | 0.05% | #20 | $5.2M | 108,855 | $4.3M | 99,060 | +9,795+9.89% | Add |
| Inspire Advisors, LLC |
| 0.26% | 0.28% | #12 | $3.7M | 78,363 | $3.4M | 79,316 | -953-1.20% | Reduce |
| World Investment Advisors |
| 0.06% | 0.06% | #19 | $3.6M | 83,880 | $3.6M | 83,880 | 00.00% | Unchanged |
| Investment Research Partners LLC |
| 1.18% | 1.29% | #7 | $3.5M | 73,058 | $3.2M | 73,802 | -744-1.01% | Reduce |
| RFG Advisory, LLC |
| 0.05% | 0.05% | #22 | $3.0M | 62,356 | $2.6M | 60,642 | +1,714+2.83% | Add |
| OneAscent Investment Solutions LLC |
| 2.8% | 3.07% | #5 | $3.0M | 61,820 | $3.1M | 71,301 | -9,481-13.30% | Reduce |
| PATRON PARTNERS, LLC |
| 1.05% | 1% | #8 | $2.7M | 57,085 | $2.3M | 52,313 | +4,772+9.12% | Add |
| TrueWealth Advisors, LLC |
| 0.53% | 0.39% | #9 | $2.3M | 48,845 | $1.5M | 35,976 | +12,869+35.77% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.01% | <0.01% | #31 | $2.2M | 46,970 | $1.8M | 41,965 | +5,005+11.93% | Add |
| EverSource Wealth Advisors, LLC |
| 0.07% | 0.04% | #18 | $2.0M | 42,692 | $1.3M | 30,491 | +12,201+40.02% | Add |
| Cornerstone Financial Management LLC |
| 1.58% | 1.33% | #6 | $2.0M | 41,087 | $1.4M | 33,578 | +7,509+22.36% | Add |
| Frontier Asset Management, LLC |
| 0.35% | 0.38% | #10 | $1.9M | 40,709 | $1.8M | 41,718 | -1,009-2.42% | Reduce |
| First Heartland Consultants, Inc. |
| 0.12% | 0.13% | #15 | $1.9M | 40,196 | $1.8M | 40,854 | -658-1.61% | Reduce |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #37 | $1.6M | 33,128 | $230,230 | 5,347 | +27,781+519.56% | Add |
| Merit Financial Group, LLC |
| 0.01% | 0.01% | #28 | $1.5M | 31,435 | $1.1M | 26,236 | +5,199+19.82% | Add |
| Global Strategic Investment Solutions, LLC |
| 0.11% | 0.06% | #17 | $1.2M | 25,198 | $611,280 | 14,197 | +11,001+77.49% | Add |
| Kestra Advisory Services, LLC |
| <0.01% | <0.01% | #34 | $1.1M | 23,086 | $1.0M | 23,626 | -540-2.29% | Reduce |
| Firestone Capital Management |
| 0.12% | 0.12% | #16 | $661,143 | 13,823 | $555,339 | 12,898 | +925+7.17% | Add |
| CreativeOne Wealth, LLC |
| 0.01% | 0.24% | #26 | $660,294 | 13,805 | $10.1M | 235,549 | -221,744-94.14% | Reduce |
| Abundance Wealth Counselors |
| 0.04% | 0.04% | #23 | $634,800 | 13,272 | $285,726 | 6,636 | +6,636+100.00% | Add |
| GOLDMAN SACHS GROUP INC |
| <0.01% | — | #46 | $543,923 | 11,372 | $0 | 0 | +11,372 | New Buy |
| Synergy Asset Management, LLC |
| 0.05% | — | #21 | $536,270 | 11,212 | $0 | 0 | +11,212 | New Buy |
| TrustWell Financial Advisors, LLC |
| 0.33% | — | #11 | $390,149 | 8,157 | $0 | 0 | +8,157 | New Buy |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #44 | $344,846 | 7,210 | $364,183 | 8,458 | -1,248-14.76% | Reduce |
| Values First Advisors, Inc. |
| 0.13% | 0.13% | #14 | $280,958 | 5,874 | $252,921 | 5,874 | 00.00% | Unchanged |
| Strategic Blueprint, LLC |
| 0.01% | 0.01% | #27 | $270,137 | 5,648 | $232,372 | 5,397 | +251+4.65% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #48 | $265,217 | 5,545 | $543,035 | 12,612 | -7,067-56.03% | Reduce |
| IFP Advisors, Inc |
| <0.01% | <0.01% | #32 | $245,511 | 5,133 | $221,787 | 5,151 | -18-0.35% | Reduce |
| Security Financial Services, INC. |
| 0.03% | — | #24 | $214,757 | 4,490 | $0 | 0 | +4,490 | New Buy |
| CREATIVE FINANCIAL DESIGNS INC /ADV |
| 0.01% | 0.01% | #29 | $161,995 | 3,387 | $150,824 | 3,503 | -116-3.31% | Reduce |
| CX Institutional |
| <0.01% | <0.01% | #33 | $132,393 | 2,768 | $126,000 | 2,929 | -161-5.50% | Reduce |
| HARBOUR INVESTMENTS, INC. |
| <0.01% | 0.01% | #39 | $109,637 | 2,302 | $370,892 | 8,645 | -6,343-73.37% | Reduce |
| Aptus Capital Advisors, LLC |
| <0.01% | <0.01% | #41 | $84,468 | 1,766 | $76,039 | 1,766 | 00.00% | Unchanged |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #50 | $78,979 | 1,661 | $213,206 | 5,111 | -3,450-67.50% | Reduce |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | — | #45 | $43,573 | 911 | $0 | 0 | +911 | New Buy |
| Farther Finance Advisors, LLC |
| <0.01% | — | #43 | $41,086 | 859 | $0 | 0 | +859 | New Buy |
| Global Retirement Partners, LLC |
| <0.01% | — | #42 | $29,989 | 627 | $0 | 0 | +627 | New Buy |
| FIDUCIARY FINANCIAL ADVISORS |
| <0.01% | — | #36 | $19,869 | 415 | $0 | 0 | +415 | New Buy |
| Bare Financial Services, Inc |
| <0.01% | — | #35 | $14,779 | 309 | $0 | 0 | +309 | New Buy |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #49 | $13,775 | 288 | $12,401 | 288 | 00.00% | Unchanged |
| AdvisorNet Financial, Inc |
| <0.01% | <0.01% | #40 | $12,723 | 266 | $11,109 | 258 | +8+3.10% | Add |
| UBS Group AG |
| <0.01% | — | #51 | $8,275 | 173 | $0 | 0 | +173 | New Buy |
