| 1 | Capital International Investors | $679.7M | 18.1M | Added |
| 2 | LPL Financial LLC | $483.1M | 12.9M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $461.6M | 12.3M | Added |
| 4 | Capital Group Private Client Services, Inc. | $232.3M | 6.2M | Added |
| 5 | WELLS FARGO & COMPANY/MN | $219.2M | 5.8M | Added |
| 6 | RAYMOND JAMES FINANCIAL INC | $192.7M | 5.1M | Added |
| 7 | Cetera Investment Advisers | $157.8M | 4.2M | Added |
| 8 | MORGAN STANLEY | $148.0M | 3.9M | Trimmed |
| 9 | Confluence Wealth Services, Inc. | $122.0M | 3.3M | Added |
| 10 | Royal Bank of Canada | $104.3M | 2.8M | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $96.4M | 2.6M | Added |
| 12 | Valmark Advisers, Inc. | $80.6M | 2.1M | Added |
| 13 | MML INVESTORS SERVICES, LLC | $75.3M | 2.0M | Added |
| 14 | JONES FINANCIAL COMPANIES LLLP | $71.4M | 1.9M | Added |
| 15 | Cambridge Investment Research Advisors, Inc. | $62.0M | 1.7M | Added |
| 16 | SEI INVESTMENTS CO | $57.0M | 1.5M | Added |
| 17 | OSAIC HOLDINGS, INC. | $54.4M | 1.5M | Added |
| 18 | UBS Group AG | $46.8M | 1.2M | Added |
| 19 | BENJAMIN EDWARDS INC | $44.8M | 1.2M | Added |
| 20 | STIFEL FINANCIAL CORP | $35.6M | 949,585 | Added |
| 21 | Janney Montgomery Scott LLC | $34.1M | 908,136 | Added |
| 22 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $30.3M | 807,269 | Added |
| 23 | &PARTNERS | $29.5M | 785,299 | Added |
| 24 | J. Derek Lewis & Associates Inc. | $28.5M | 760,192 | Added |
| 25 | ROTHSCHILD INVESTMENT LLC | $25.6M | 682,462 | Added |