| 1 | VICTORY CAPITAL MANAGEMENT INC | $698.2M | 14.9M | Hold |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $259.9M | 5.5M | Trimmed |
| 3 | MORGAN STANLEY | $176.9M | 3.8M | Added |
| 4 | LPL Financial LLC | $98.7M | 2.1M | Trimmed |
| 5 | Bogart Wealth, LLC | $96.9M | 2.1M | Added |
| 6 | WELLS FARGO & COMPANY/MN | $91.8M | 2.0M | Added |
| 7 | BANK OF AMERICA CORP /DE/ | $65.7M | 1.4M | Added |
| 8 | Calamos Advisors LLC | $62.7M | 1.3M | Added |
| 9 | Cetera Investment Advisers | $60.3M | 1.3M | Added |
| 10 | Calamos Wealth Management LLC | $59.9M | 1.3M | Added |
| 11 | Allen Capital Group, LLC | $52.4M | 1.1M | Added |
| 12 | RAYMOND JAMES FINANCIAL INC | $48.5M | 1.0M | Trimmed |
| 13 | Meeder Advisory Services, Inc. | $36.3M | 771,328 | Added |
| 14 | MBL Wealth, LLC | $33.9M | 720,875 | Added |
| 15 | Allworth Financial LP | $27.5M | 584,821 | Added |
| 16 | Alliance Wealth Advisors, LLC | $27.3M | 579,723 | Added |
| 17 | NICOLET BANKSHARES INC | $22.8M | 485,308 | Added |
| 18 | Newman Dignan & Sheerar, Inc. | $22.3M | 473,674 | Trimmed |
| 19 | GREENUP STREET WEALTH MANAGEMENT LLC | $21.0M | 445,796 | Added |
| 20 | Blue Water Asset Management | $20.6M | 438,763 | Added |
| 21 | LeClair Wealth Partners LLC | $20.6M | 438,763 | New |
| 22 | NORTHEAST PLANNING ASSOCIATES, INC. / NH / | $20.3M | 431,535 | Added |
| 23 | HORAN Wealth, LLC | $19.3M | 411,102 | Trimmed |
| 24 | Sargent Investment Group, LLC | $19.1M | 405,265 | Added |
| 25 | Pathway Financial Advisors LLC | $18.9M | 402,069 | Added |