| 1 | Capital International Investors | $1.38B | 50.1M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $376.4M | 13.7M | Added |
| 3 | LPL Financial LLC | $318.4M | 11.6M | Added |
| 4 | MORGAN STANLEY | $298.4M | 10.9M | Added |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $271.8M | 9.9M | Added |
| 6 | WELLS FARGO & COMPANY/MN | $238.1M | 8.7M | Added |
| 7 | JONES FINANCIAL COMPANIES LLLP | $151.1M | 5.5M | Added |
| 8 | Cetera Investment Advisers | $142.1M | 5.2M | Added |
| 9 | UBS Group AG | $126.6M | 4.6M | Added |
| 10 | RAYMOND JAMES FINANCIAL INC | $106.1M | 3.9M | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $80.5M | 2.9M | Trimmed |
| 12 | OSAIC HOLDINGS, INC. | $78.6M | 2.9M | Added |
| 13 | MML INVESTORS SERVICES, LLC | $68.1M | 2.5M | Added |
| 14 | BANK OF AMERICA CORP /DE/ | $66.3M | 2.4M | Added |
| 15 | STIFEL FINANCIAL CORP | $61.2M | 2.2M | Added |
| 16 | Cambridge Investment Research Advisors, Inc. | $59.4M | 2.2M | Added |
| 17 | Capital Group Private Client Services, Inc. | $53.5M | 1.9M | Added |
| 18 | Blue Chip Partners, LLC | $43.6M | 1.6M | Trimmed |
| 19 | Royal Bank of Canada | $43.5M | 1.6M | Added |
| 20 | GREAT VALLEY ADVISOR GROUP, INC. | $43.4M | 1.6M | Added |
| 21 | JPMORGAN CHASE & CO | $42.0M | 1.5M | Added |
| 22 | ASSETMARK, INC | $38.1M | 1.4M | Added |
| 23 | Venturi Wealth Management, LLC | $36.3M | 1.3M | Added |
| 24 | Vestmark Advisory Solutions, Inc. | $35.9M | 1.3M | Trimmed |
| 25 | NATIXIS ADVISORS, LLC | $34.7M | 1.3M | Added |