| Newbridge Financial Services Group, Inc. | 26 | $6.00K | 0.00% | −26−50.0% | Reduced |
| SRS Capital Advisors, Inc. | 23 | $6.00K | 0.00% | −6−20.7% | Reduced |
| Lenox Wealth Advisors, LLC | 25 | $6.00K | 0.00% | +1+4.2% | Added |
| Professional Financial Advisors, LLC | 24 | $6.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 27 | $6.00K | 0.00% | +9+50.0% | Added |
| Hoey Investments, Inc | 20 | $5.00K | 0.00% | −70−77.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 22 | $5.00K | 0.00% | −66−75.0% | Reduced |
| USA Financial Portformulas Corp | 21 | $5.00K | 0.01% | −6−22.2% | Reduced |
| Holloway Wealth Management, LLC | – | $5.00K | 0.00% | – | – |
| Bellwether Advisors, LLC | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 19 | $5.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 22 | $5.00K | 0.00% | +22 | New |
| Cyrus J. Lawrence, LLC | 19 | $5.00K | 0.00% | +19 | New |
| Life Planning Partners, Inc | 15 | $4.00K | 0.00% | −31−67.4% | Reduced |
| McClarren Financial Advisors, Inc. | 18 | $4.00K | 0.00% | −1−5.3% | Reduced |
| Highlander Capital Management, LLC | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 16 | $4.00K | 0.00% | +16 | New |
| Archer Investment Corp | 13 | $3.30K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 303 | $3.00K | 0.00% | +5+1.7% | Added |
| Burleson & Company, LLC | 14 | $3.00K | 0.00% | +5+55.6% | Added |
| NewSquare Capital LLC | 11 | $3.00K | 0.00% | +7+175.0% | Added |
| Pinnacle Financial Partners Inc | 12 | $3.00K | 0.00% | +12 | New |
| Joseph P. Lucia & Associates, LLC | 12 | $3.00K | 0.00% | +12 | New |
| Oliver Lagore Vanvalin Investment Group | 13 | $3.00K | 0.00% | +13 | New |
| Cornerstone Management, Inc. | 12 | $2.88K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 9 | $2.16K | 0.00% | −8−47.1% | Reduced |
| Longfellow Investment Management Co LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 7 | $2.00K | 0.00% | +3+75.0% | Added |
| CNB Bank | 8 | $2.00K | 0.00% | +8 | New |
| Avondale Wealth Management | 10 | $2.00K | 0.00% | +10 | New |
| WFA Asset Management Corp | 8 | $1.92K | 0.00% | +8 | New |
| Financial Perspectives, Inc | 6 | $1.44K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 3 | $1.00K | 0.00% | −8,910−100.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 3 | $1.00K | 0.04% | −1−25.0% | Reduced |
| Surevest, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 6 | $1.00K | 0.00% | +1+20.0% | Added |
| Marquette Asset Management, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Atticus Wealth Management, LLC | 6 | $1.00K | 0.00% | +6 | New |
| GoalVest Advisory LLC | 6 | $1.00K | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 4 | $1.00K | 0.00% | +4 | New |
| Lansing Street Advisors | 2 | $1.00K | 0.00% | +2 | New |
| Tucker Asset Management LLC | 3 | $719 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $718 | 0.00% | – | – |
| Baron Financial Group, LLC | 2 | $479 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Karlinski Andrew C | 1 | $0 | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 103 | $0 | 0.00% | +103 | New |
| CFS Investment Advisory Services, LLC | 42,651 | $0 | 0.00% | +42,651 | New |
| Crake Asset Management LLP | 0 | $0 | 0.00% | −105,144−100.0% | Sold out |
| Chescapmanager LLC | 0 | $0 | 0.00% | −84,833−100.0% | Sold out |
| Axon Capital LP | 0 | $0 | 0.00% | −51,200−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −43,356−100.0% | Sold out |
| Quinn Opportunity Partners LLC | 0 | $0 | 0.00% | −39,397−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −38,904−100.0% | Sold out |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −32,469−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 0 | $0 | 0.00% | −25,326−100.0% | Sold out |
| Altrinsic Global Advisors LLC | 0 | $0 | 0.00% | −23,300−100.0% | Sold out |
| Trustmark National Bank Trust Department | 0 | $0 | 0.00% | −19,952−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −13,984−100.0% | Sold out |
| Ally Financial Inc. | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Kalos Management, Inc. | 0 | $0 | 0.00% | −10,387−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −9,304−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −8,039−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −7,733−100.0% | Sold out |
| Highland Capital Management Fund Advisors, L.P. | 0 | $0 | 0.00% | −6,325−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −5,774−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −4,835−100.0% | Sold out |
| First Quadrant L P | 0 | $0 | 0.00% | −4,658−100.0% | Sold out |
| Teamwork Financial Advisors, LLC | 0 | $0 | 0.00% | −4,636−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −4,413−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −4,241−100.0% | Sold out |
| Aries Wealth Management | 0 | $0 | 0.00% | −4,094−100.0% | Sold out |
| Cim Investment Mangement Inc | 0 | $0 | 0.00% | −3,263−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −2,982−100.0% | Sold out |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −2,739−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −2,716−100.0% | Sold out |
| Vista Finance, LLC | 0 | $0 | 0.00% | −2,360−100.0% | Sold out |
| Empirical Asset Management, LLC | 0 | $0 | 0.00% | −2,345−100.0% | Sold out |
