| 1 | VICTORY CAPITAL MANAGEMENT INC | $695.6M | 14.9M | Hold |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $201.2M | 4.3M | Trimmed |
| 3 | Sixth Street Partners Management Company, L.P. | $201.2M | 4.3M | New |
| 4 | MORGAN STANLEY | $182.9M | 3.9M | Added |
| 5 | Bogart Wealth, LLC | $101.8M | 2.2M | Added |
| 6 | LPL Financial LLC | $100.0M | 2.1M | Added |
| 7 | BANK OF AMERICA CORP /DE/ | $74.2M | 1.6M | Added |
| 8 | WELLS FARGO & COMPANY/MN | $64.2M | 1.4M | Trimmed |
| 9 | Calamos Wealth Management LLC | $63.2M | 1.3M | Added |
| 10 | Cetera Investment Advisers | $56.6M | 1.2M | Trimmed |
| 11 | Allen Capital Group, LLC | $55.6M | 1.2M | Added |
| 12 | RAYMOND JAMES FINANCIAL INC | $53.4M | 1.1M | Added |
| 13 | Meeder Advisory Services, Inc. | $37.1M | 792,976 | Added |
| 14 | MBL Wealth, LLC | $35.5M | 758,771 | Added |
| 15 | NICOLET BANKSHARES INC | $31.4M | 671,256 | Added |
| 16 | Pine Valley Investments Ltd Liability Co | $31.1M | 664,602 | Added |
| 17 | Alliance Wealth Advisors, LLC | $27.6M | 588,561 | Added |
| 18 | GREENUP STREET WEALTH MANAGEMENT LLC | $26.7M | 570,026 | Added |
| 19 | Allworth Financial LP | $23.9M | 510,934 | Trimmed |
| 20 | Steward Partners Investment Advisory, LLC | $22.3M | 476,300 | Added |
| 21 | Atlantic Edge Private Wealth Management, LLC | $21.6M | 460,836 | Added |
| 22 | Blue Water Asset Management | $21.1M | 450,385 | Added |
| 23 | HORAN Wealth, LLC | $19.6M | 417,413 | Added |
| 24 | Sargent Investment Group, LLC | $19.0M | 405,609 | Added |
| 25 | Pathway Financial Advisors LLC | $18.6M | 398,354 | Trimmed |