| Howard Capital Management, LLC |
| 4.39% | 5% | #4 | $372.8M | 4.4M | $305.8M | 6.8M | -2.4M-35.92% | Reduce |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.01% | 0.01% | #31 | $53.9M | 629,437 | $44.4M | 635,692 | -6,255-0.98% | Reduce |
| Cetera Investment Advisers |
| 0.03% | 0.04% | #24 | $36.3M | 424,608 | $34.6M | 494,994 | -70,386-14.22% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| 0.08% | 0.08% | #19 | $35.9M | 419,138 | $29.8M | 426,406 | -7,268-1.70% | Reduce |
| Wealth Watch Advisors, INC |
| 8.88% | 10.59% | #2 | $27.6M | 322,697 | $25.3M | 362,022 | -39,325-10.86% | Reduce |
| J.W. COLE ADVISORS, INC. |
| 0.38% | 0.63% | #12 | $21.9M | 256,226 | $18.6M | 266,467 | -10,241-3.84% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #37 | $21.8M | 254,261 | $16.9M | 242,552 | +11,709+4.83% | Add |
| Aegis Wealth Management, Inc. |
| 12.92% | 12.32% | #1 | $20.0M | 233,887 | $15.7M | 224,538 | +9,349+4.16% | Add |
| McKinney Capital Management, LLC |
| 7.7% | 13.49% | #3 | $19.5M | 228,158 | $15.7M | 224,885 | +3,273+1.46% | Add |
| Discipline Wealth Solutions, LLC |
| 1.43% | 1.15% | #7 | $16.4M | 191,319 | $10.9M | 156,159 | +35,160+22.52% | Add |
| Lifestyle Asset Management, Inc. |
| 2.65% | 2.34% | #6 | $9.9M | 115,143 | $7.1M | 102,385 | +12,758+12.46% | Add |
| Optivise Advisory Services LLC |
| 3.48% | 3.74% | #5 | $6.9M | 80,132 | $6.2M | 88,467 | -8,335-9.42% | Reduce |
| NewEdge Advisors, LLC |
| 0.01% | 0.01% | #30 | $4.8M | 56,372 | $3.5M | 49,995 | +6,377+12.76% | Add |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #43 | $4.1M | 47,325 | $3.4M | 48,119 | -794-1.65% | Reduce |
| Quadrature Capital Ltd |
| 0.03% | — | #26 | $3.2M | 37,260 | $0 | 0 | +37,260 | New Buy |
| Simplicity Wealth,LLC |
| 0.11% | 0.15% | #17 | $3.2M | 37,186 | $2.6M | 37,753 | -567-1.50% | Reduce |
| Colonial River Investments, LLC |
| 0.9% | 0.34% | #8 | $3.2M | 36,867 | $948,712 | 13,586 | +23,281+171.36% | Add |
| HighPoint Advisor Group LLC |
| 0.09% | 0.13% | #18 | $2.5M | 29,546 | $3.2M | 41,312 | -11,766-28.48% | Reduce |
| Delta Investment Management, LLC |
| 0.34% | 0.3% | #13 | $2.0M | 23,857 | $1.7M | 24,405 | -548-2.25% | Reduce |
| FOUNDATIONS INVESTMENT ADVISORS, LLC |
| 0.02% | 0.02% | #27 | $2.0M | 23,822 | $1.6M | 23,323 | +499+2.14% | Add |
| WBI INVESTMENTS, LLC |
| 0.5% | 0.47% | #11 | $2.0M | 23,694 | $1.6M | 22,728 | +966+4.25% | Add |
| IFP Advisors, Inc |
| 0.04% | 0.03% | #23 | $2.0M | 22,990 | $1.6M | 22,968 | +22+0.10% | Add |
| PANORAMIC INVESTMENT ADVISORS, LLC |
| 0.84% | 0.87% | #9 | $1.8M | 20,601 | $1.6M | 23,021 | -2,420-10.51% | Reduce |
| MILLINGTON SECURITIES, LLC |
| 0.6% | — | #10 | $1.6M | 22,728 | $0 | 0 | +22,728 | New Buy |
| Brookstone Capital Management |
| 0.02% | 0.01% | #29 | $1.6M | 18,146 | $1.3M | 18,250 | -104-0.57% | Reduce |
| Nuveen, LLC |
| <0.01% | — | #47 | $1.3M | 15,652 | $0 | 0 | +15,652 | New Buy |
| OSAIC HOLDINGS, INC. |
| <0.01% | <0.01% | #41 | $1.2M | 14,590 | $1.2M | 17,319 | -2,729-15.76% | Reduce |
| CITADEL ADVISORS LLC |
| <0.01% | <0.01% | #49 | $1.2M | 14,517 | $368,074 | 5,271 | +9,246+175.41% | Add |
| Fiduciary Alliance LLC |
| 0.05% | 0.04% | #21 | $787,434 | 9,199 | $672,274 | 9,102 | +97+1.07% | Add |
| MONEY CONCEPTS CAPITAL CORP |
| 0.03% | 0.03% | #25 | $649,704 | 7,590 | $530,010 | 7,590 | 00.00% | Unchanged |
| TRUIST FINANCIAL CORP |
| <0.01% | <0.01% | #46 | $581,567 | 6,794 | $474,425 | 6,794 | 00.00% | Unchanged |
| PRINCIPAL SECURITIES, INC. |
| 0.01% | 0.01% | #36 | $476,031 | 5,561 | $362,744 | 5,195 | +366+7.05% | Add |
| Concurrent Investment Advisors, LLC |
| <0.01% | <0.01% | #38 | $464,181 | 5,423 | $375,943 | 5,384 | +39+0.72% | Add |
| Bison Wealth, LLC |
| 0.04% | 0.04% | #22 | $429,968 | 5,092 | $401,934 | 4,746 | +346+7.29% | Add |
| VestGen Advisors, LLC |
| 0.01% | 0.01% | #32 | $376,212 | 4,395 | $392,316 | 4,702 | -307-6.53% | Reduce |
| VestGen Investment Management |
| 0.19% | 0.2% | #14 | $353,785 | 4,133 | $360,881 | 5,168 | -1,035-20.03% | Reduce |
| Kestra Advisory Services, LLC |
| <0.01% | <0.01% | #45 | $324,316 | 3,789 | $264,568 | 3,789 | 00.00% | Unchanged |
| ABSOLUTE CAPITAL MANAGEMENT, LLC |
| 0.08% | 0.1% | #20 | $312,696 | 3,653 | $301,526 | 4,318 | -665-15.40% | Reduce |
| Orion Porfolio Solutions, LLC |
| <0.01% | 0.16% | #39 | $306,705 | 3,583 | $18.3M | 262,765 | -259,182-98.64% | Reduce |
| FOUNDERS FINANCIAL SECURITIES LLC |
| 0.02% | — | #28 | $304,222 | 3,554 | $0 | 0 | +3,554 | New Buy |
| Worth Financial Advisory Group, LLC |
| 0.12% | — | #16 | $288,308 | 3,368 | $0 | 0 | +3,368 | New Buy |
| INTEGRITY ALLIANCE, LLC. |
| 0.01% | 0.01% | #34 | $261,166 | 3,051 | $235,537 | 3,373 | -322-9.55% | Reduce |
| J2 Capital Management Inc |
| 0.17% | 0.72% | #15 | $246,442 | 2,879 | $1.1M | 15,089 | -12,210-80.92% | Reduce |
| Envestnet Portfolio Solutions, Inc. |
| <0.01% | — | #44 | $227,782 | 2,661 | $0 | 0 | +2,661 | New Buy |
| GDS Wealth Management |
| 0.01% | 0.02% | #33 | $219,393 | 2,563 | $300,897 | 4,309 | -1,746-40.52% | Reduce |
| Geneos Wealth Management Inc. |
| <0.01% | <0.01% | #40 | $111,280 | 1,300 | $90,779 | 1,300 | 00.00% | Unchanged |
| Colonial Trust Advisors |
| 0.01% | — | #35 | $94,674 | 1,106 | $0 | 0 | +1,106 | New Buy |
| ASSETMARK, INC |
| <0.01% | <0.01% | #50 | $70,449 | 823 | $57,540 | 824 | -1-0.12% | Reduce |
| BROWN BROTHERS HARRIMAN & CO |
| <0.01% | <0.01% | #48 | $69,593 | 813 | $56,772 | 813 | 00.00% | Unchanged |
| MORGAN STANLEY |
| <0.01% | <0.01% | #53 | $42,998 | 502 | $38,238 | 501 | +1+0.20% | Add |
