| 1 | Capital International Investors | $327.4M | 10.0M | Added |
| 2 | Capital Group Private Client Services, Inc. | $202.6M | 6.2M | Added |
| 3 | LPL Financial LLC | $188.4M | 5.7M | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $96.6M | 2.9M | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $81.4M | 2.5M | Added |
| 6 | WELLS FARGO & COMPANY/MN | $67.7M | 2.1M | Added |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $42.0M | 1.3M | Added |
| 8 | Cetera Investment Advisers | $36.6M | 1.1M | Added |
| 9 | DMKC Advisory Services, LLC | $31.2M | 951,600 | Added |
| 10 | JONES FINANCIAL COMPANIES LLLP | $29.6M | 907,295 | Added |
| 11 | STIFEL FINANCIAL CORP | $27.3M | 830,708 | Trimmed |
| 12 | Tribridge Partners Financial LLC | $25.9M | 783,414 | Trimmed |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $21.4M | 646,077 | Trimmed |
| 14 | Envision Financial Planning, LLC | $21.0M | 639,031 | Added |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $20.9M | 638,323 | Trimmed |
| 16 | Clearstead Trust, LLC | $17.6M | 535,806 | Added |
| 17 | Souders Financial Advisors | $16.8M | 510,787 | Added |
| 18 | OSAIC HOLDINGS, INC. | $16.0M | 488,025 | Added |
| 19 | HighPoint Advisor Group LLC | $15.0M | 458,403 | Added |
| 20 | MML INVESTORS SERVICES, LLC | $14.8M | 451,251 | Added |
| 21 | BANK OF AMERICA CORP /DE/ | $14.5M | 442,182 | Added |
| 22 | Confluence Wealth Services, Inc. | $13.7M | 416,050 | Added |
| 23 | ST GERMAIN D J CO INC | $12.4M | 377,878 | Trimmed |
| 24 | Cambridge Investment Research Advisors, Inc. | $12.3M | 375,434 | Added |
| 25 | AdvisorNet Financial, Inc | $12.1M | 367,686 | Added |