| Cornerstone Management, Inc. |
| 2.6% | 2.58% | #1 | $18.1M | 607,767 | $16.2M | 604,973 | +2,794+0.46% | Add |
| EverSource Wealth Advisors, LLC |
| 0.41% | 0.49% | #4 | $12.2M | 409,027 | $16.1M | 600,714 | -191,687-31.91% | Reduce |
| Vident Advisory, LLC |
| 0.06% | 0.07% | #10 | $9.0M | 301,997 | $8.1M | 301,996 | +1+0.00% | Add |
| ICONIQ Capital, LLC |
| 0.18% | 0.13% | #7 | $6.4M | 214,249 | $5.7M | 214,249 | 00.00% | Unchanged |
| OneAscent Financial Services LLC |
| 0.24% | 0.21% | #6 | $4.9M | 165,617 | $3.8M | 142,462 | +23,155+16.25% | Add |
| Bare Financial Services, Inc |
| 1.03% | 1.03% | #2 | $4.5M | 150,990 | $3.9M | 145,186 | +5,804+4.00% | Add |
| Blue Trust, Inc. |
| 0.03% | 0.03% | #12 | $2.7M | 90,857 | $2.5M | 94,136 | -3,279-3.48% | Reduce |
| OneAscent Wealth Management LLC |
| 0.66% | 0.57% | #3 | $2.2M | 74,059 | $1.7M | 63,895 | +10,164+15.91% | Add |
| BOS Asset Management, LLC |
| 0.38% | 0.36% | #5 | $1.6M | 54,645 | $1.4M | 52,729 | +1,916+3.63% | Add |
| World Investment Advisors |
| 0.03% | 0.03% | #11 | $1.6M | 60,281 | $1.6M | 60,281 | 00.00% | Unchanged |
| Keel Point, LLC |
| 0.07% | 0.11% | #9 | $1.1M | 38,646 | $1.7M | 63,609 | -24,963-39.24% | Reduce |
| Atria Investments, Inc |
| 0.01% | 0.01% | #15 | $790,230 | 26,593 | $1.0M | 37,880 | -11,287-29.80% | Reduce |
| AQR CAPITAL MANAGEMENT LLC |
| <0.01% | <0.01% | #19 | $672,932 | 22,646 | $607,130 | 22,646 | 00.00% | Unchanged |
| Arete Wealth Advisors, LLC |
| 0.02% | 0.04% | #13 | $650,706 | 21,924 | $587,255 | 21,888 | +36+0.16% | Add |
| OpenArc Corporate Advisory, LLC |
| 0.01% | 0.01% | #16 | $543,797 | 18,300 | $490,623 | 18,300 | 00.00% | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #21 | $513,704 | 17,287 | $352,452 | 13,146 | +4,141+31.50% | Add |
| BROWN ADVISORY INC |
| <0.01% | <0.01% | #18 | $410,225 | 13,805 | $612,823 | 22,858 | -9,053-39.61% | Reduce |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #20 | $322,064 | 10,933 | $201,393 | 7,594 | +3,339+43.97% | Add |
| OneAscent Family Office, LLC |
| 0.14% | 0.15% | #8 | $286,370 | 9,637 | $214,989 | 8,019 | +1,618+20.18% | Add |
| MONETA GROUP INVESTMENT ADVISORS LLC |
| <0.01% | — | #17 | $209,050 | 7,035 | $0 | 0 | +7,035 | New Buy |
| Operose Advisors LLC |
| 0.01% | 0.01% | #14 | $59,907 | 2,016 | $54,050 | 2,016 | 00.00% | Unchanged |
| Aptus Capital Advisors, LLC |
| <0.01% | <0.01% | #22 | $14,650 | 493 | $13,217 | 493 | 00.00% | Unchanged |
| Steward Partners Investment Advisory, LLC |
| <0.01% | <0.01% | #23 | $2,972 | 100 | $2,681 | 100 | 00.00% | Unchanged |
| Integrated Wealth Concepts LLC |
| <0.01% | — | #24 | $1,201 | 40 | $0 | 0 | +40 | New Buy |
| VANGUARD ADVISERS INC |
| <0.01% | — | #25 | $654 | 22 | $0 | 0 | +22 | New Buy |
