| Faithward Advisors, LLC |
| 3.93% | 3.93% | #1 | $32.2M | 736,729 | $27.5M | 741,581 | -4,852-0.65% | Reduce |
| CREATIVE FINANCIAL DESIGNS INC /ADV |
| 1.09% | 1.33% | #2 | $22.8M | 521,556 | $21.8M | 587,465 | -65,909-11.22% | Reduce |
| Inspire Advisors, LLC |
| 0.65% | 0.95% | #3 | $9.4M | 215,325 | $11.6M | 312,734 | -97,409-31.15% | Reduce |
| OneAscent Financial Services LLC |
| 0.38% | 0.35% | #4 | $7.9M | 180,940 | $6.4M | 173,189 | +7,751+4.48% | Add |
| LPL Financial LLC |
| <0.01% | <0.01% | #29 | $7.6M | 174,884 | $4.1M | 110,768 | +64,116+57.88% | Add |
| JONES FINANCIAL COMPANIES LLLP |
| <0.01% | <0.01% | #26 | $5.9M | 140,290 | $4.5M | 123,429 | +16,861+13.66% | Add |
| PFG Advisors |
| 0.15% | 0.12% | #7 | $3.0M | 69,547 | $2.4M | 65,987 | +3,560+5.40% | Add |
| AE Wealth Management LLC |
| 0.01% | 0.01% | #20 | $2.1M | 48,362 | $1.7M | 44,482 | +3,880+8.72% | Add |
| Valmark Advisers, Inc. |
| 0.01% | 0.01% | #18 | $1.1M | 25,244 | $934,430 | 25,180 | +64+0.25% | Add |
| Pinnacle Financial Partners, Inc. |
| 0.01% | <0.01% | #22 | $890,926 | 20,392 | $340,930 | 9,187 | +11,205+121.97% | Add |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #34 | $714,462 | 16,352 | $562,892 | 15,169 | +1,183+7.80% | Add |
| GTS SECURITIES LLC |
| 0.01% | 0.04% | #16 | $666,535 | 15,256 | $1.3M | 33,966 | -18,710-55.08% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| <0.01% | <0.01% | #32 | $658,845 | 15,080 | $540,000 | 14,557 | +523+3.59% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| <0.01% | <0.01% | #35 | $651,060 | 14,902 | $425,710 | 11,472 | +3,430+29.90% | Add |
| OneAscent Wealth Management LLC |
| 0.18% | 0.22% | #5 | $613,233 | 14,036 | $663,193 | 17,871 | -3,835-21.46% | Reduce |
| SUMMIT WEALTH GROUP LLC / CO |
| 0.04% | 0.04% | #11 | $488,629 | 11,184 | $388,356 | 10,465 | +719+6.87% | Add |
| Focus Financial Network, Inc. |
| 0.02% | 0.01% | #14 | $487,445 | 11,156 | $398,628 | 10,728 | +428+3.99% | Add |
| THRIVENT FINANCIAL FOR LUTHERANS |
| <0.01% | — | #36 | $464,119 | 10,623 | $0 | 0 | +10,623 | New Buy |
| Revisor Wealth Management LLC |
| 0.11% | 0.07% | #8 | $461,204 | 10,555 | $269,914 | 7,264 | +3,291+45.31% | Add |
| Howard Capital Management, LLC |
| 0.01% | — | #23 | $458,570 | 10,496 | $0 | 0 | +10,496 | New Buy |
| CITADEL ADVISORS LLC |
| <0.01% | — | #45 | $451,318 | 10,330 | $0 | 0 | +10,330 | New Buy |
| Cyndeo Wealth Partners, LLC |
| 0.02% | 0.01% | #13 | $339,060 | 7,761 | $282,338 | 7,608 | +153+2.01% | Add |
| Delta Investment Management, LLC |
| 0.06% | — | #9 | $335,397 | 7,677 | $0 | 0 | +7,677 | New Buy |
| EverSource Wealth Advisors, LLC |
| 0.01% | 0.01% | #19 | $320,496 | 7,336 | $224,802 | 6,058 | +1,278+21.10% | Add |
| Cetera Investment Advisers |
| <0.01% | <0.01% | #40 | $307,810 | 7,045 | $311,934 | 8,406 | -1,361-16.19% | Reduce |
| Cornerstone Wealth Management, LLC |
| 0.01% | — | #17 | $290,227 | 6,643 | $0 | 0 | +6,643 | New Buy |
| TWO SIGMA INVESTMENTS, LP |
| <0.01% | — | #41 | $288,354 | 6,600 | $0 | 0 | +6,600 | New Buy |
| Independent Advisor Alliance |
| 0.01% | <0.01% | #21 | $287,349 | 6,577 | $342,637 | 9,233 | -2,656-28.77% | Reduce |
| Harvest Investment Services, LLC |
| 0.04% | 0.04% | #10 | $286,956 | 6,568 | $239,731 | 6,460 | +108+1.67% | Add |
| First Heartland Consultants, Inc. |
| 0.01% | — | #15 | $231,207 | 5,292 | $0 | 0 | +5,292 | New Buy |
| Spartan Wealth Advisory Services LLC |
| 0.02% | — | #12 | $229,504 | 5,253 | $0 | 0 | +5,253 | New Buy |
| MML INVESTORS SERVICES, LLC |
| <0.01% | — | #38 | $214,292 | 4,905 | $0 | 0 | +4,905 | New Buy |
| LITTLEJOHN FINANCIAL SERVICES, INC. |
| 0.15% | — | #6 | $211,678 | 4,845 | $0 | 0 | +4,845 | New Buy |
| HARBOUR INVESTMENTS, INC. |
| <0.01% | <0.01% | #31 | $122,463 | 2,803 | $155,212 | 4,241 | -1,438-33.91% | Reduce |
| Geneos Wealth Management Inc. |
| <0.01% | <0.01% | #27 | $101,230 | 2,317 | $85,984 | 2,317 | 00.00% | Unchanged |
| Ameritas Advisory Services, LLC |
| <0.01% | — | #30 | $84,416 | 1,932 | $0 | 0 | +1,932 | New Buy |
| AdvisorNet Financial, Inc |
| <0.01% | — | #24 | $82,836 | 1,896 | $0 | 0 | +1,896 | New Buy |
| Steward Partners Investment Advisory, LLC |
| <0.01% | — | #39 | $65,185 | 1,492 | $0 | 0 | +1,492 | New Buy |
| ASSETMARK, INC |
| <0.01% | <0.01% | #42 | $62,608 | 1,433 | $68,765 | 1,853 | -420-22.67% | Reduce |
| Inspire Investing, LLC |
| <0.01% | — | #28 | $48,714 | 1,115 | $0 | 0 | +1,115 | New Buy |
| Continuum Advisory, LLC |
| <0.01% | — | #25 | $37,486 | 858 | $0 | 0 | +858 | New Buy |
| IFP Advisors, Inc |
| <0.01% | <0.01% | #37 | $30,277 | 693 | $25,717 | 693 | 00.00% | Unchanged |
| SHP Wealth Management |
| <0.01% | <0.01% | #33 | $13,020 | 298 | $11,059 | 298 | 00.00% | Unchanged |
| Farther Finance Advisors, LLC |
| <0.01% | — | #44 | $12,487 | 286 | $0 | 0 | +286 | New Buy |
| JPMORGAN CHASE & CO |
| <0.01% | <0.01% | #51 | $5,985 | 140 | $5,005 | 140 | 00.00% | Unchanged |
| Integrated Wealth Concepts LLC |
| <0.01% | — | #48 | $4,194 | 96 | $0 | 0 | +96 | New Buy |
| WELLS FARGO & COMPANY/MN |
| <0.01% | <0.01% | #50 | $3,932 | 90 | $3,340 | 90 | 00.00% | Unchanged |
| Smartleaf Asset Management LLC |
| <0.01% | <0.01% | #43 | $3,121 | 73 | $2,610 | 73 | 00.00% | Unchanged |
| Arax Advisory Partners |
| <0.01% | <0.01% | #49 | $1,879 | 43 | $1,596 | 43 | 00.00% | Unchanged |
| SIGNATUREFD, LLC |
| <0.01% | <0.01% | #47 | $1,748 | 40 | $1,484 | 40 | 00.00% | Unchanged |
