| OneAscent Financial Services LLC |
| 0.09% | 0.09% | #4 | $1.9M | 63,654 | $1.7M | 63,884 | -230-0.36% | Reduce |
| OneAscent Wealth Management LLC |
| 0.19% | 0.23% | #2 | $633,059 | 21,153 | $704,571 | 26,596 | -5,443-20.47% | Reduce |
| TrustWell Financial Advisors, LLC |
| 0.41% | 0.43% | #1 | $486,204 | 16,246 | $461,139 | 17,407 | -1,161-6.67% | Reduce |
| HBW ADVISORY SERVICES LLC |
| 0.04% | — | #6 | $470,780 | 15,731 | $0 | 0 | +15,731 | New Buy |
| Valmark Advisers, Inc. |
| <0.01% | — | #8 | $368,020 | 12,297 | $0 | 0 | +12,297 | New Buy |
| Range Financial Group LLC |
| 0.09% | — | #3 | $347,400 | 11,608 | $0 | 0 | +11,608 | New Buy |
| PAX Financial Group, LLC |
| 0.04% | — | #5 | $295,146 | 9,862 | $0 | 0 | +9,862 | New Buy |
| Independent Advisor Alliance |
| 0.01% | — | #7 | $223,439 | 7,466 | $0 | 0 | +7,466 | New Buy |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #9 | $141,025 | 4,712 | $89,133 | 3,365 | +1,347+40.03% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #10 | $4,609 | 154 | $5,563 | 210 | -56-26.67% | Reduce |