| 1 | Capital International Investors | $1.27B | 46.7M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $348.7M | 12.8M | Added |
| 3 | MORGAN STANLEY | $280.2M | 10.3M | Added |
| 4 | LPL Financial LLC | $275.8M | 10.2M | Added |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $237.9M | 8.8M | Added |
| 6 | WELLS FARGO & COMPANY/MN | $204.1M | 7.5M | Added |
| 7 | Cetera Investment Advisers | $132.4M | 4.9M | Added |
| 8 | UBS Group AG | $118.8M | 4.4M | Added |
| 9 | JONES FINANCIAL COMPANIES LLLP | $107.3M | 4.0M | Added |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $80.1M | 2.9M | Added |
| 11 | RAYMOND JAMES FINANCIAL INC | $76.7M | 2.8M | Added |
| 12 | OSAIC HOLDINGS, INC. | $63.0M | 2.3M | Added |
| 13 | Cambridge Investment Research Advisors, Inc. | $56.9M | 2.1M | Added |
| 14 | STIFEL FINANCIAL CORP | $56.8M | 2.1M | Added |
| 15 | MML INVESTORS SERVICES, LLC | $56.0M | 2.1M | Trimmed |
| 16 | BANK OF AMERICA CORP /DE/ | $46.1M | 1.7M | Added |
| 17 | Blue Chip Partners, LLC | $44.9M | 1.7M | Added |
| 18 | Capital Group Private Client Services, Inc. | $43.2M | 1.6M | Added |
| 19 | GREAT VALLEY ADVISOR GROUP, INC. | $40.3M | 1.5M | Added |
| 20 | Royal Bank of Canada | $36.7M | 1.4M | Added |
| 21 | Vestmark Advisory Solutions, Inc. | $35.5M | 1.3M | Added |
| 22 | Venturi Wealth Management, LLC | $34.4M | 1.3M | Added |
| 23 | ASSETMARK, INC | $34.0M | 1.3M | Added |
| 24 | Confluence Wealth Services, Inc. | $30.4M | 1.1M | Added |
| 25 | Beacon Pointe Advisors, LLC | $27.5M | 1.0M | Added |