| First Command Advisory Services, Inc. |
| 0.69% | 0.77% | #10 | $116.8M | 1.4M | $115.1M | 1.8M | -358,937-20.23% | Reduce |
| Brown Financial Advisory |
| 14.82% | 13.75% | #1 | $35.5M | 429,629 | $27.7M | 427,341 | +2,288+0.54% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| <0.01% | <0.01% | #38 | $19.8M | 239,156 | $2.4M | 36,431 | +202,725+556.46% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | — | #44 | $15.8M | 191,547 | $0 | 0 | +191,547 | New Buy |
| Quadcap Wealth Management, LLC |
| 1.52% | 1.33% | #5 | $15.6M | 189,287 | $11.7M | 179,807 | +9,480+5.27% | Add |
| Chicago Partners Investment Group LLC |
| 0.24% | 0.23% | #18 | $12.1M | 159,601 | $10.4M | 140,664 | +18,937+13.46% | Add |
| Prism Advisors, Inc. |
| 2.76% | 2.47% | #4 | $11.4M | 137,678 | $9.3M | 142,846 | -5,168-3.62% | Reduce |
| HANCOCK WHITNEY CORP |
| 0.18% | — | #19 | $10.9M | 132,449 | $0 | 0 | +132,449 | New Buy |
| Beta Wealth Group, Inc. |
| 3.02% | 2.76% | #2 | $8.0M | 97,439 | $6.7M | 102,839 | -5,400-5.25% | Reduce |
| GOLDMAN SACHS GROUP INC |
| <0.01% | — | #45 | $7.5M | 90,922 | $0 | 0 | +90,922 | New Buy |
| R. W. Roge & Company, Inc. |
| 2.92% | 2.62% | #3 | $7.0M | 84,530 | $5.5M | 84,744 | -214-0.25% | Reduce |
| Strategic Investment Solutions, Inc. /IL |
| 1.21% | 0.16% | #7 | $5.3M | 64,098 | $659,441 | 10,166 | +53,932+530.51% | Add |
| Mills Wealth Advisors LLC |
| 1.45% | 1.27% | #6 | $4.6M | 55,643 | $3.6M | 56,005 | -362-0.65% | Reduce |
| Keudell/Morrison Wealth Management |
| 0.79% | 2.8% | #9 | $4.2M | 50,419 | $13.7M | 211,426 | -161,007-76.15% | Reduce |
| QRG CAPITAL MANAGEMENT, INC. |
| 0.03% | — | #31 | $3.4M | 41,009 | $0 | 0 | +41,009 | New Buy |
| JANE STREET GROUP, LLC |
| <0.01% | <0.01% | #48 | $3.3M | 40,251 | $2.9M | 45,051 | -4,800-10.65% | Reduce |
| Applied Capital LLC |
| 0.95% | 0.95% | #8 | $3.0M | 35,871 | $2.5M | 39,102 | -3,231-8.26% | Reduce |
| Index Fund Advisors, Inc. |
| 0.08% | 0.07% | #24 | $2.0M | 23,949 | $1.7M | 25,579 | -1,630-6.37% | Reduce |
| MERCER GLOBAL ADVISORS INC /ADV |
| <0.01% | <0.01% | #42 | $1.7M | 20,541 | $1.1M | 17,562 | +2,979+16.96% | Add |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #50 | $1.4M | 17,279 | $5.7M | 88,526 | -71,247-80.48% | Reduce |
| FLOW TRADERS U.S. LLC |
| 0.05% | — | #25 | $1.3M | 16,037 | $0 | 0 | +16,037 | New Buy |
| Hilltop Holdings Inc. |
| 0.1% | 0.11% | #21 | $1.3M | 15,522 | $1.2M | 19,055 | -3,533-18.54% | Reduce |
| Cerity Partners LLC |
| <0.01% | <0.01% | #43 | $1.1M | 13,330 | $865,000 | 13,330 | 00.00% | Unchanged |
| Farther Finance Advisors, LLC |
| 0.01% | 0.01% | #37 | $1.0M | 12,163 | $737,106 | 11,288 | +875+7.75% | Add |
| FIDUCIARY FINANCIAL GROUP, LLC |
| 0.1% | 0.09% | #22 | $868,663 | 10,515 | $699,256 | 10,781 | -266-2.47% | Reduce |
| Madrid Wealth Management, LLC |
| 0.54% | 0.5% | #11 | $823,474 | 9,968 | $666,242 | 10,272 | -304-2.96% | Reduce |
| Citrine Capital LLC |
| 0.29% | 0.26% | #15 | $774,486 | 9,375 | $608,971 | 9,389 | -14-0.15% | Reduce |
| SouthState Bank Corp |
| 0.03% | 0.03% | #29 | $751,603 | 9,098 | $590,097 | 9,098 | 00.00% | Unchanged |
| Bulwark Capital Corp |
| 0.41% | 0.36% | #13 | $736,980 | 8,921 | $588,799 | 9,078 | -157-1.73% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #49 | $676,921 | 8,194 | $447,599 | 6,901 | +1,293+18.74% | Add |
| CX Institutional |
| 0.02% | — | #32 | $629,089 | 7,615 | $0 | 0 | +7,615 | New Buy |
| Beacon Pointe Advisors, LLC |
| <0.01% | — | #40 | $582,165 | 7,047 | $0 | 0 | +7,047 | New Buy |
| OLD MISSION CAPITAL LLC |
| 0.01% | 0.01% | #35 | $539,702 | 6,533 | $711,579 | 10,971 | -4,438-40.45% | Reduce |
| Kane Co Wealth Management, Inc. |
| 0.36% | 0.32% | #14 | $479,975 | 5,810 | $383,323 | 5,910 | -100-1.69% | Reduce |
| Quantinno Capital Management LP |
| <0.01% | <0.01% | #46 | $471,089 | 5,702 | $385,373 | 5,941 | -239-4.02% | Reduce |
| Corus Family Wealth Advisors |
| 0.27% | 0.2% | #16 | $391,724 | 4,742 | $248,221 | 3,827 | +915+23.91% | Add |
| Financial Symmetry Inc |
| 0.13% | 0.12% | #20 | $389,165 | 4,711 | $349,862 | 4,689 | +22+0.47% | Add |
| McGrath & Associates, Inc. |
| 0.5% | — | #12 | $383,788 | 4,646 | $0 | 0 | +4,646 | New Buy |
| Focus Partners Wealth |
| <0.01% | <0.01% | #47 | $340,195 | 4,118 | $303,991 | 4,118 | 00.00% | Unchanged |
| Financial Security Advisor, Inc. |
| 0.05% | 0.04% | #26 | $307,548 | 3,723 | $240,341 | 3,706 | +17+0.46% | Add |
| Opus Financial Solutions LLC |
| 0.25% | 0.23% | #17 | $305,994 | 3,704 | $244,587 | 3,771 | -67-1.78% | Reduce |
| TCI Wealth Advisors, Inc. |
| 0.01% | — | #34 | $238,996 | 2,893 | $0 | 0 | +2,893 | New Buy |
| Vise Technologies, Inc. |
| <0.01% | — | #41 | $218,591 | 2,646 | $0 | 0 | +2,646 | New Buy |
| Root Financial Partners, LLC |
| 0.01% | <0.01% | #36 | $218,591 | 2,646 | $76,535 | 1,180 | +1,466+124.24% | Add |
| Highland Investment Advisors LLC |
| 0.09% | — | #23 | $207,085 | 2,507 | $0 | 0 | +2,507 | New Buy |
| BANK OF MONTREAL /CAN/ |
| <0.01% | <0.01% | #53 | $198,929 | 2,408 | $188,937 | 2,913 | -505-17.34% | Reduce |
| DecisionPoint Financial, LLC |
| 0.03% | 0.04% | #28 | $182,024 | 2,285 | $165,912 | 2,558 | -273-10.67% | Reduce |
| Asset Dedication, LLC |
| 0.01% | 0.01% | #33 | $172,329 | 2,086 | $147,038 | 2,267 | -181-7.98% | Reduce |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| <0.01% | — | #54 | $93,021 | 1,126 | $0 | 0 | +1,126 | New Buy |
| Prudent Man Investment Management, Inc. |
| 0.03% | 0.03% | #30 | $89,267 | 1,475 | $89,267 | 1,475 | 00.00% | Unchanged |