| 1 | Capital International Investors | $346.1M | 13.2M | Added |
| 2 | MORGAN STANLEY | $96.9M | 3.7M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $77.0M | 2.9M | Added |
| 4 | LPL Financial LLC | $57.6M | 2.2M | Added |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $29.0M | 1.1M | Added |
| 6 | Cetera Investment Advisers | $26.0M | 989,257 | Added |
| 7 | Capital Group Private Client Services, Inc. | $21.0M | 800,815 | Added |
| 8 | CAPTRUST FINANCIAL ADVISORS | $18.7M | 712,535 | Trimmed |
| 9 | WELLS FARGO & COMPANY/MN | $18.1M | 690,408 | Added |
| 10 | JONES FINANCIAL COMPANIES LLLP | $17.3M | 656,761 | Added |
| 11 | TRUIST FINANCIAL CORP | $11.0M | 419,385 | Added |
| 12 | RAYMOND JAMES FINANCIAL INC | $10.4M | 395,994 | Added |
| 13 | OSAIC HOLDINGS, INC. | $9.8M | 372,711 | Trimmed |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $9.5M | 360,873 | Added |
| 15 | MML INVESTORS SERVICES, LLC | $9.2M | 348,737 | Trimmed |
| 16 | Royal Bank of Canada | $8.6M | 326,116 | Added |
| 17 | Kestra Advisory Services, LLC | $8.1M | 310,024 | Added |
| 18 | Vestmark Advisory Solutions, Inc. | $8.0M | 304,185 | Added |
| 19 | Cambridge Investment Research Advisors, Inc. | $7.6M | 290,883 | Added |
| 20 | Boulder Wealth Advisors, LLC | $6.6M | 250,801 | Added |
| 21 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.3M | 202,450 | Added |
| 22 | INTEGRATED WEALTHCARE, LLC | $5.2M | 195,969 | Added |
| 23 | Steward Partners Investment Advisory, LLC | $5.0M | 191,624 | Added |
| 24 | Financial Connections Group, Inc. | $5.0M | 190,872 | Added |
| 25 | PRINCIPAL SECURITIES, INC. | $5.0M | 188,695 | Added |