| 1 | Capital International Investors | $1.52B | 60.0M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $305.6M | 12.1M | Added |
| 3 | LPL Financial LLC | $118.5M | 4.7M | Added |
| 4 | Cetera Investment Advisers | $63.3M | 2.5M | Added |
| 5 | Cambridge Investment Research Advisors, Inc. | $46.8M | 1.8M | Added |
| 6 | Vestmark Advisory Solutions, Inc. | $39.3M | 1.6M | Added |
| 7 | ASSETMARK, INC | $30.4M | 1.2M | Added |
| 8 | MML INVESTORS SERVICES, LLC | $29.7M | 1.2M | Trimmed |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $25.4M | 1.0M | Added |
| 10 | Royal Bank of Canada | $24.6M | 973,146 | Added |
| 11 | Janney Montgomery Scott LLC | $23.5M | 927,408 | Added |
| 12 | RAYMOND JAMES FINANCIAL INC | $19.1M | 754,675 | Added |
| 13 | Orion Porfolio Solutions, LLC | $18.5M | 729,076 | Added |
| 14 | Aprio Wealth Management, LLC | $18.2M | 719,222 | Added |
| 15 | TRUIST FINANCIAL CORP | $17.3M | 683,111 | Added |
| 16 | Confluence Wealth Services, Inc. | $17.0M | 670,625 | Trimmed |
| 17 | J. Derek Lewis & Associates Inc. | $14.7M | 580,246 | Added |
| 18 | OSAIC HOLDINGS, INC. | $14.1M | 556,990 | Trimmed |
| 19 | JONES FINANCIAL COMPANIES LLLP | $13.4M | 531,730 | Added |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $12.7M | 502,005 | Added |
| 21 | PRINCIPAL SECURITIES, INC. | $11.2M | 442,727 | Added |
| 22 | Kestra Advisory Services, LLC | $11.1M | 438,921 | Added |
| 23 | Steward Partners Investment Advisory, LLC | $10.0M | 396,584 | Added |
| 24 | Strata Wealth Advisors, LLC | $9.8M | 387,793 | Added |
| 25 | BENJAMIN EDWARDS INC | $9.6M | 380,231 | Added |