| 1 | Capital International Investors | $296.0M | 9.9M | Added |
| 2 | Capital Group Private Client Services, Inc. | $160.3M | 5.4M | Added |
| 3 | LPL Financial LLC | $139.0M | 4.7M | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $70.7M | 2.4M | Trimmed |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $63.7M | 2.1M | Added |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $36.2M | 1.2M | Added |
| 7 | Cetera Investment Advisers | $26.6M | 892,128 | Added |
| 8 | STIFEL FINANCIAL CORP | $25.0M | 838,352 | Trimmed |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $24.8M | 831,115 | Added |
| 10 | Tribridge Partners Financial LLC | $23.7M | 793,969 | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $21.3M | 714,017 | Added |
| 12 | WELLS FARGO & COMPANY/MN | $19.8M | 665,873 | Added |
| 13 | JONES FINANCIAL COMPANIES LLLP | $19.3M | 656,967 | Added |
| 14 | CITADEL ADVISORS LLC | $19.3M | 647,506 | Added |
| 15 | Envision Financial Planning, LLC | $18.7M | 628,948 | Added |
| 16 | Clearstead Trust, LLC | $15.3M | 513,754 | Added |
| 17 | Souders Financial Advisors | $14.0M | 469,338 | New |
| 18 | HighPoint Advisor Group LLC | $13.6M | 457,244 | Added |
| 19 | ST GERMAIN D J CO INC | $11.3M | 380,384 | Trimmed |
| 20 | MML INVESTORS SERVICES, LLC | $10.8M | 361,544 | Added |
| 21 | OSAIC HOLDINGS, INC. | $10.5M | 351,334 | Added |
| 22 | Confluence Wealth Services, Inc. | $10.5M | 350,607 | Added |
| 23 | Cambridge Investment Research Advisors, Inc. | $10.4M | 348,118 | Added |
| 24 | AdvisorNet Financial, Inc | $10.2M | 341,835 | Added |
| 25 | &PARTNERS | $9.2M | 310,027 | Added |