| 1 | Capital International Investors | $784.1M | 29.9M | Added |
| 2 | LPL Financial LLC | $746.3M | 28.4M | Added |
| 3 | MORGAN STANLEY | $237.1M | 9.0M | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $180.7M | 6.9M | Added |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $141.1M | 5.4M | Added |
| 6 | WELLS FARGO & COMPANY/MN | $114.2M | 4.3M | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $104.9M | 4.0M | Added |
| 8 | Cetera Investment Advisers | $103.3M | 3.9M | Added |
| 9 | BANK OF AMERICA CORP /DE/ | $95.7M | 3.6M | Added |
| 10 | BENJAMIN EDWARDS INC | $76.1M | 2.9M | Added |
| 11 | SEI INVESTMENTS CO | $65.7M | 2.5M | Added |
| 12 | Johnson Bixby & Associates, LLC | $57.4M | 2.2M | Added |
| 13 | Merit Financial Group, LLC | $55.3M | 2.1M | Added |
| 14 | OSAIC HOLDINGS, INC. | $54.3M | 2.1M | Trimmed |
| 15 | Valmark Advisers, Inc. | $54.1M | 2.1M | Added |
| 16 | Royal Bank of Canada | $50.1M | 1.9M | Added |
| 17 | Leverty Financial Group, LLC | $44.3M | 1.7M | Added |
| 18 | Cambridge Investment Research Advisors, Inc. | $41.9M | 1.6M | Added |
| 19 | MML INVESTORS SERVICES, LLC | $41.2M | 1.6M | Added |
| 20 | CAPTRUST FINANCIAL ADVISORS | $39.1M | 1.5M | Added |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $33.9M | 1.3M | Added |
| 22 | JONES FINANCIAL COMPANIES LLLP | $32.4M | 1.2M | Added |
| 23 | Evergreen Wealth Solutions, LLC | $30.5M | 1.2M | Added |
| 24 | Continuum Advisory, LLC | $29.1M | 1.1M | Added |
| 25 | Spinnaker Investment Group, LLC | $25.4M | 968,120 | Trimmed |