| Howard Capital Management, LLC |
| 2.1% | 2.67% | #28 | $178.0M | 6.4M | $163.0M | 6.8M | -389,864-5.71% | Reduce |
| ROYAL BANK OF CANADA |
| 0.02% | 0.02% | #202 | $163.4M | 5.9M | $140.4M | 5.9M | +28,905+0.49% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.04% | 0.04% | #178 | $156.2M | 5.7M | $125.4M | 5.3M | +398,050+7.58% | Add |
| HighTower Advisors, LLC |
| 0.07% | 0.05% | #156 | $68.8M | 2.5M | $46.8M | 2.0M | +528,974+27.01% | Add |
| Clal Insurance Enterprises Holdings Ltd |
| 0.29% | 0.33% | #87 | $63.6M | 2.3M | $54.9M | 2.3M | 00.00% | Unchanged |
| LPL Financial LLC |
| 0.01% | 0.01% | #225 | $62.0M | 2.2M | $38.1M | 1.6M | +644,528+40.36% | Add |
| MORGAN STANLEY |
| <0.01% | <0.01% | #269 | $50.7M | 1.8M | $511,021 | 20,449 | +1.8M+8,866.72% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #238 | $40.3M | 1.5M | $34.5M | 1.4M | +12,805+0.89% | Add |
| TrueWealth Advisors, LLC |
| 8.96% | 8.48% | #5 | $39.7M | 1.4M | $33.7M | 1.4M | +24,220+1.71% | Add |
| THRIVENT FINANCIAL FOR LUTHERANS |
| 0.06% | 0.06% | #162 | $37.1M | 1.3M | $31.8M | 1.3M | +9,241+0.69% | Add |
| Venture Visionary Partners LLC |
| 1.02% | 1.05% | #47 | $36.7M | 1.3M | $31.4M | 1.3M | +12,373+0.94% | Add |
| Stenger Family Office, LLC |
| 5.66% | 5.47% | #14 | $35.0M | 1.3M | $31.0M | 1.3M | -31,445-2.42% | Reduce |
| Socha Financial Group, LLC |
| 14.18% | 14.54% | #1 | $34.9M | 1.3M | $28.7M | 1.2M | +59,697+4.97% | Add |
| Cambridge Investment Research Advisors, Inc. |
| 0.08% | 0.07% | #153 | $33.1M | 1.2M | $26.8M | 1.1M | +71,839+6.39% | Add |
| NewEdge Advisors, LLC |
| 0.09% | 0.06% | #141 | $30.5M | 1.1M | $17.2M | 721,492 | +380,940+52.80% | Add |
| Arcus Capital Partners, LLC |
| 12.4% | 6.12% | #2 | $30.0M | 1.1M | $17.0M | 688,208 | +395,825+57.52% | Add |
| Reliant Wealth Planning |
| 7.93% | 7.38% | #8 | $28.8M | 1.0M | $24.4M | 1.0M | +19,935+1.95% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.06% | 0.05% | #163 | $27.2M | 984,228 | $19.7M | 825,301 | +158,927+19.26% | Add |
| MEITAV INVESTMENT HOUSE LTD |
| 0.17% | 0.24% | #109 | $25.3M | 913,800 | $21.8M | 913,800 | 00.00% | Unchanged |
| Janney Montgomery Scott LLC |
| 0.05% | — | #172 | $23.7M | 858,397 | $0 | 0 | +858,397 | New Buy |
| SMITH, MOORE & CO. |
| 1.46% | 1.36% | #38 | $22.6M | 816,101 | $18.7M | 784,245 | +31,856+4.06% | Add |
| Pinnacle Wealth Management, LLC |
| 12.25% | 12.36% | #3 | $19.8M | 715,360 | $18.4M | 768,919 | -53,559-6.97% | Reduce |
| STIFEL FINANCIAL CORP |
| 0.02% | 0.01% | #220 | $19.3M | 698,926 | $14.9M | 625,074 | +73,852+11.81% | Add |
| Integrated Wealth Concepts LLC |
| 0.09% | 0.13% | #137 | $19.2M | 693,339 | $16.0M | 672,268 | +21,071+3.13% | Add |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD |
| 0.77% | 1.06% | #55 | $18.8M | 678,413 | $16.2M | 678,413 | 00.00% | Unchanged |
| SAGE PRIVATE WEALTH GROUP, LLC |
| 8.36% | 8.24% | #6 | $18.6M | 672,539 | $16.4M | 685,715 | -13,176-1.92% | Reduce |
| TD Waterhouse Canada Inc. |
| 0.05% | 0.04% | #166 | $18.6M | 670,896 | $12.2M | 500,293 | +170,603+34.10% | Add |
| DIVERSIFY WEALTH MANAGEMENT, LLC |
| 0.22% | 0.5% | #100 | $18.5M | 685,361 | $27.8M | 1.1M | -377,687-35.53% | Reduce |
| UBS Group AG |
| <0.01% | <0.01% | #279 | $18.2M | 658,250 | $14.5M | 609,508 | +48,742+8.00% | Add |
| First Heartland Consultants, Inc. |
| 1.15% | 1.16% | #45 | $17.8M | 644,409 | $15.1M | 634,351 | +10,058+1.59% | Add |
| KESTRA PRIVATE WEALTH SERVICES, LLC |
| 0.19% | 0.14% | #104 | $17.0M | 614,029 | $11.6M | 487,539 | +126,490+25.94% | Add |
| SOA Wealth Advisors, LLC. |
| 1.27% | 1.76% | #43 | $16.2M | 585,575 | $9.6M | 401,735 | +183,840+45.76% | Add |
| OSAIC HOLDINGS, INC. |
| 0.02% | 0.01% | #214 | $15.8M | 569,651 | $8.1M | 339,453 | +230,198+67.81% | Add |
| Blue Sky Capital Consultants Group, Inc. |
| 6.73% | 6.36% | #11 | $15.7M | 569,052 | $13.3M | 558,961 | +10,091+1.81% | Add |
| NBZ Investment Advisors LLC |
| 6.05% | 5.98% | #12 | $15.5M | 561,294 | $13.7M | 573,972 | -12,678-2.21% | Reduce |
| D.A. DAVIDSON & CO. |
| 0.08% | 0.07% | #148 | $15.1M | 544,339 | $11.8M | 492,450 | +51,889+10.54% | Add |
| DKM Wealth Management, Inc. |
| 9.17% | 8.26% | #4 | $14.0M | 507,436 | $11.5M | 479,752 | +27,684+5.77% | Add |
| VestGen Advisors, LLC |
| 0.41% | 0.33% | #80 | $14.0M | 504,537 | $12.6M | 464,647 | +39,890+8.59% | Add |
| RETIREMENT FINANCIAL SOLUTIONS, LLC |
| 3.42% | 3.22% | #20 | $13.9M | 503,102 | $11.3M | 472,278 | +30,824+6.53% | Add |
| Balance Wealth Partners LLC |
| 3.69% | 3.71% | #18 | $13.9M | 501,752 | $12.0M | 500,670 | +1,082+0.22% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.02% | 0.01% | #217 | $13.4M | 483,770 | $10.0M | 420,679 | +63,091+15.00% | Add |
| Spahn Wealth & Retirement LLC |
| 8.22% | — | #7 | $12.8M | 462,055 | $0 | 0 | +462,055 | New Buy |
| Longview Financial Advisors, Inc. |
| 7.28% | 6.39% | #10 | $12.5M | 450,393 | $10.5M | 438,361 | +12,032+2.74% | Add |
| CIBC WORLD MARKET INC. |
| 0.02% | 0.02% | #216 | $11.5M | 416,218 | $12.3M | 514,067 | -97,849-19.03% | Reduce |
| WCG Wealth Advisors LLC |
| 0.26% | 0.2% | #91 | $11.1M | 401,560 | $7.2M | 300,430 | +101,130+33.66% | Add |
| American Financial Advisors, LLC |
| 1.28% | — | #42 | $10.6M | 385,033 | $0 | 0 | +385,033 | New Buy |
| Western Wealth Management, LLC |
| 0.33% | 0.32% | #84 | $10.2M | 369,826 | $8.2M | 344,564 | +25,262+7.33% | Add |
| Cetera Investment Advisers |
| 0.01% | 0.01% | #240 | $10.2M | 369,446 | $7.7M | 320,730 | +48,716+15.19% | Add |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| <0.01% | <0.01% | #300 | $9.9M | 358,400 | $11.8M | 493,036 | -134,636-27.31% | Reduce |
| Emissary Wealth LLC |
| 7.53% | 6.21% | #9 | $9.9M | 357,632 | $6.6M | 277,553 | +80,079+28.85% | Add |
