| 1 | Capital International Investors | $1.65B | 63.7M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $343.8M | 13.3M | Added |
| 3 | LPL Financial LLC | $156.3M | 6.0M | Added |
| 4 | Cetera Investment Advisers | $74.1M | 2.9M | Added |
| 5 | Cambridge Investment Research Advisors, Inc. | $52.4M | 2.0M | Added |
| 6 | Vestmark Advisory Solutions, Inc. | $40.1M | 1.6M | Trimmed |
| 7 | Royal Bank of Canada | $36.3M | 1.4M | Added |
| 8 | MML INVESTORS SERVICES, LLC | $36.0M | 1.4M | Added |
| 9 | ASSETMARK, INC | $34.5M | 1.3M | Added |
| 10 | RAYMOND JAMES FINANCIAL INC | $31.1M | 1.2M | Added |
| 11 | Janney Montgomery Scott LLC | $28.5M | 1.1M | Added |
| 12 | OSAIC HOLDINGS, INC. | $23.6M | 913,813 | Added |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $22.8M | 881,123 | Added |
| 14 | JONES FINANCIAL COMPANIES LLLP | $22.1M | 852,417 | Added |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $21.9M | 847,522 | Trimmed |
| 16 | Aprio Wealth Management, LLC | $21.2M | 819,408 | Added |
| 17 | TRUIST FINANCIAL CORP | $19.8M | 766,284 | Added |
| 18 | Orion Porfolio Solutions, LLC | $19.8M | 764,039 | Added |
| 19 | Confluence Wealth Services, Inc. | $18.0M | 695,835 | Added |
| 20 | J. Derek Lewis & Associates Inc. | $15.0M | 580,244 | Trimmed |
| 21 | Kestra Advisory Services, LLC | $13.1M | 505,492 | Added |
| 22 | PRINCIPAL SECURITIES, INC. | $12.8M | 496,159 | Added |
| 23 | BENJAMIN EDWARDS INC | $12.2M | 472,742 | Added |
| 24 | Capital Group Private Client Services, Inc. | $12.2M | 472,102 | Added |
| 25 | Steward Partners Investment Advisory, LLC | $10.6M | 409,155 | Added |