| 1 | Capital International Investors | $346.8M | 13.1M | Trimmed |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $305.2M | 11.6M | Added |
| 3 | MORGAN STANLEY | $94.4M | 3.6M | Trimmed |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $83.1M | 3.2M | Added |
| 5 | LPL Financial LLC | $71.5M | 2.7M | Added |
| 6 | Capital Group Private Client Services, Inc. | $34.9M | 1.3M | Added |
| 7 | Cetera Investment Advisers | $33.5M | 1.3M | Added |
| 8 | JONES FINANCIAL COMPANIES LLLP | $24.3M | 917,938 | Added |
| 9 | WELLS FARGO & COMPANY/MN | $22.3M | 846,621 | Added |
| 10 | CAPTRUST FINANCIAL ADVISORS | $19.5M | 738,981 | Added |
| 11 | OSAIC HOLDINGS, INC. | $13.7M | 518,969 | Added |
| 12 | MML INVESTORS SERVICES, LLC | $11.7M | 443,224 | Added |
| 13 | Royal Bank of Canada | $11.6M | 440,452 | Added |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $10.9M | 414,001 | Added |
| 15 | TRUIST FINANCIAL CORP | $10.9M | 413,859 | Trimmed |
| 16 | RAYMOND JAMES FINANCIAL INC | $10.3M | 389,563 | Trimmed |
| 17 | Kestra Advisory Services, LLC | $9.5M | 360,657 | Added |
| 18 | Cambridge Investment Research Advisors, Inc. | $8.7M | 328,319 | Added |
| 19 | Boulder Wealth Advisors, LLC | $8.3M | 316,322 | Added |
| 20 | Vestmark Advisory Solutions, Inc. | $8.0M | 304,185 | Hold |
| 21 | NATIXIS ADVISORS, LLC | $6.0M | 227,062 | Added |
| 22 | J.W. COLE ADVISORS, INC. | $5.5M | 209,316 | New |
| 23 | INTEGRATED WEALTHCARE, LLC | $5.3M | 199,147 | Added |
| 24 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.1M | 194,857 | Trimmed |
| 25 | PRINCIPAL SECURITIES, INC. | $5.1M | 194,070 | Added |