| 1 | Capital International Investors | $1.63B | 73.0M | Added |
| 2 | LPL Financial LLC | $745.9M | 33.5M | Added |
| 3 | MORGAN STANLEY | $501.1M | 22.5M | Added |
| 4 | WELLS FARGO & COMPANY/MN | $429.0M | 19.2M | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $275.7M | 12.4M | Added |
| 6 | Cetera Investment Advisers | $200.4M | 9.0M | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $196.4M | 8.8M | Added |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $141.1M | 6.3M | Trimmed |
| 9 | UBS Group AG | $119.0M | 5.3M | Added |
| 10 | Janney Montgomery Scott LLC | $118.4M | 5.3M | Added |
| 11 | &PARTNERS | $106.6M | 4.8M | Trimmed |
| 12 | Royal Bank of Canada | $99.1M | 4.4M | Added |
| 13 | JONES FINANCIAL COMPANIES LLLP | $97.1M | 4.3M | Added |
| 14 | OSAIC HOLDINGS, INC. | $85.8M | 3.8M | Added |
| 15 | WNY Asset Management, LLC | $83.6M | 3.7M | Trimmed |
| 16 | Souders Financial Advisors | $76.7M | 3.4M | Added |
| 17 | BENJAMIN EDWARDS INC | $76.6M | 3.4M | Added |
| 18 | HARBOUR INVESTMENTS, INC. | $76.1M | 3.4M | Added |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $73.1M | 3.3M | Trimmed |
| 20 | MML INVESTORS SERVICES, LLC | $69.6M | 3.1M | Added |
| 21 | STIFEL FINANCIAL CORP | $66.2M | 3.0M | Added |
| 22 | Merit Financial Group, LLC | $56.0M | 2.5M | Added |
| 23 | Cambridge Investment Research Advisors, Inc. | $54.4M | 2.4M | Added |
| 24 | Baird Financial Group, Inc. | $53.9M | 2.4M | Added |
| 25 | Confluence Wealth Services, Inc. | $50.8M | 2.3M | Added |