| Ancora Advisors, LLC | 15 | $0 | 0.00% | – | – |
| First Horizon Advisors, Inc. | 12 | $0 | 0.00% | – | – |
| Tarbox Family Office, Inc. | 17 | $0 | 0.00% | – | – |
| Private Ocean, LLC | 4 | $0 | 0.00% | – | – |
| Horan Securities, Inc. | 1 | $0 | 0.00% | – | – |
| Crescent Capital Consulting, LLC | 2 | $0 | 0.00% | – | – |
| Hoover Financial Advisors, Inc. | 15 | $0 | 0.00% | – | – |
| Professional Financial Advisors, LLC | 10 | $0 | 0.00% | – | – |
| Lloyd Advisory Services, LLC. | 9 | $0 | 0.00% | – | – |
| Hexagon Capital Partners LLC | 26 | $0 | 0.00% | – | – |
| Resources Management Corp | 62 | $1,000 | 0.00% | – | – |
| Salem Investment Counselors Inc | 25 | $1,000 | 0.00% | – | – |
| Endurance Wealth Management, Inc. | 22 | $1,000 | 0.00% | – | – |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 51 | $1,000 | 0.00% | – | – |
| Riggs Asset Managment Co. Inc. | 22 | $1,000 | 0.00% | – | – |
| Trustcore Financial Services, LLC | 22 | $1,000 | 0.00% | – | – |
| Burleson & Company, LLC | 55 | $1,000 | 0.00% | – | – |
| Versant Capital Management, Inc | 49 | $1,000 | 0.00% | – | – |
| RMR Wealth Builders | 54 | $1,000 | 0.00% | – | – |
| Financial Perspectives, Inc | 34,609 | $1,448 | 0.07% | – | – |
| Zions Bancorporation, N.A. | 79 | $2,000 | 0.00% | – | – |
| Sterling Investment Advisors, Ltd. | 80 | $2,000 | 0.00% | – | – |
| Disciplined Investments, LLC | 93 | $2,000 | 0.00% | – | – |
| Cypress Point Wealth Management, LLC | 81 | $2,000 | 0.00% | – | – |
| Caldwell Trust Co | 100 | $2,390 | 0.00% | – | – |
| Capital Advisors, Ltd. LLC | 144 | $3,000 | 0.00% | – | – |
| D'Orazio & Associates, Inc. | 115 | $3,000 | 0.00% | – | – |
| Close Asset Management Ltd | 130 | $3,000 | 0.00% | – | – |
| Cedar Mountain Advisors, LLC | 107 | $3,000 | 0.00% | – | – |
| Charter Oak Capital Management, LLC | 112 | $3,000 | 0.00% | – | – |
| Wolff Wiese Magana LLC | 130 | $3,000 | 0.00% | – | – |
| McClarren Financial Advisors, Inc. | 137 | $3,000 | 0.00% | – | – |
| Freedman Financial Associates, Inc. | 117 | $3,000 | 0.00% | – | – |
| First Horizon Corp | 170 | $4,000 | 0.00% | – | – |
| First Manhattan Co | 200 | $4,000 | 0.00% | – | – |
| Enterprise Financial Services Corp | 150 | $4,000 | 0.00% | – | – |
| Central Bank & Trust Co | 150 | $4,000 | 0.00% | – | – |
| Cribstone Capital Management, LLC | 150 | $4,000 | 0.00% | – | – |
| Crewe Advisors LLC | 180 | $4,000 | 0.00% | – | – |
| Raffa Wealth Management, LLC | 175 | $4,183 | 0.00% | – | – |
| Creative Financial Designs Inc | 217 | $5,000 | 0.00% | – | – |
| Thompson Siegel & Walmsley LLC | 199 | $5,000 | 0.00% | – | – |
| Farmers & Merchants Investments Inc | 220 | $5,000 | 0.00% | – | – |
| Covington Capital Management | 200 | $5,000 | 0.00% | – | – |
| Moisand Fitzgerald Tamayo, LLC | 200 | $5,000 | 0.00% | – | – |
| Concord Wealth Partners | 225 | $5,000 | 0.00% | – | – |
| TFC Financial Management | 210 | $5,000 | 0.00% | – | – |
| Laurel Wealth Planning LLC | 224 | $5,000 | 0.00% | – | – |
| TCTC Holdings, LLC | 253 | $6,000 | 0.00% | – | – |
| Wealthcare Capital Management LLC | 258 | $6,000 | 0.00% | – | – |
| Mizuho Securities Co. Ltd. | 256 | $6,000 | 0.00% | – | – |
| Centerpoint Advisors, LLC | 250 | $6,000 | 0.00% | – | – |
| Islay Capital Management, LLC | 250 | $6,000 | 0.00% | – | – |
| Global Wealth Management Investment Advisory, Inc. | 245 | $6,000 | 0.00% | – | – |
| Prestige Wealth Management Group LLC | 245 | $6,000 | 0.00% | – | – |
| Kelly Financial Services LLC | 281 | $6,716 | 0.00% | – | – |
| Evoke Wealth, LLC | 278 | $7,000 | 0.00% | – | – |
| TSFG, LLC | 293 | $7,000 | 0.00% | – | – |
| Iron Horse Wealth Management, LLC | 311 | $7,000 | 0.01% | – | – |
| Valley Brook Capital Group | 315 | $7,000 | 0.01% | – | – |
| Parkside Financial Bank & Trust | 319 | $8,000 | 0.00% | – | – |
| Hudock, Inc. | 375 | $8,000 | 0.00% | – | – |
| Tortoise Investment Management, LLC | 330 | $8,000 | 0.00% | – | – |
| BerganKDV Wealth Management, LLC | 352 | $8,000 | 0.00% | – | – |
| Sun Life Financial INC | 356 | $9,000 | 0.00% | – | – |
| Harbor Investment Advisory, LLC | 383 | $9,000 | 0.00% | – | – |
| Grandview Asset Management LLC | 380 | $9,000 | 0.00% | – | – |
| American Research & Management Co. | 400 | $1.00 萬 | 0.00% | – | – |
| Pinebridge Investments, L.P. | 401 | $1.00 萬 | 0.00% | – | – |
| Ironwood Financial, llc | 406 | $1.00 萬 | 0.00% | – | – |
| Laurel Wealth Advisors LLC | 398 | $1.00 萬 | 0.00% | – | – |
| Old North State Trust, LLC | 400 | $1.00 萬 | 0.01% | – | – |
| Private Capital Group, LLC | 444 | $1.10 萬 | 0.00% | – | – |
| Atlas Private Wealth Advisors | 450 | $1.10 萬 | 0.01% | – | – |
| Sound Income Strategies, LLC | 487 | $1.16 萬 | 0.00% | – | – |
| Earnest Partners LLC | 520 | $1.20 萬 | 0.00% | – | – |
| FinTrust Capital Advisors, LLC | 500 | $1.20 萬 | 0.00% | – | – |
| Fiduciary Planning LLC | 507 | $1.20 萬 | 0.02% | – | – |
| Carolinas Wealth Consulting LLC | 519 | $1.20 萬 | 0.00% | – | – |
| Accel Wealth Management | 500 | $1.20 萬 | 0.01% | – | – |
| Certified Advisory Corp | 543 | $1.30 萬 | 0.00% | – | – |
| Aspire Private Capital, LLC | 550 | $1.30 萬 | 0.00% | – | – |
| Carroll Financial Associates, Inc. | 606 | $1.40 萬 | 0.00% | – | – |
| IronBridge Private Wealth, LLC | 600 | $1.40 萬 | 0.01% | – | – |
| Activest Wealth Management | 615 | $1.50 萬 | 0.01% | – | – |
| Sandy Spring Bank | 680 | $1.60 萬 | 0.00% | – | – |
| CVA Family Office, LLC | 655 | $1.60 萬 | 0.01% | – | – |
| GoalVest Advisory LLC | 672 | $1.60 萬 | 0.01% | – | – |
| Alpha DNA Investment Management LLC | 700 | $1.60 萬 | 0.02% | – | – |
| Valley National Advisers Inc | 719 | $1.70 萬 | 0.00% | – | – |
| O'Shaughnessy Asset Management, LLC | 726 | $1.70 萬 | 0.00% | – | – |
| CX Institutional | 726 | $1.70 萬 | 0.00% | – | – |
| Avion Wealth | 716 | $1.70 萬 | 0.01% | – | – |
| Westside Investment Management, Inc. | 786 | $1.80 萬 | 0.00% | – | – |
| Corbenic Partners LLC | 765 | $1.80 萬 | 0.00% | – | – |
| Sutton Wealth Advisors Inc. | 768 | $1.84 萬 | 0.01% | – | – |
| Glen Eagle Advisors, LLC | 772 | $1.85 萬 | 0.01% | – | – |
| Barnett & Company, Inc. | 800 | $1.90 萬 | 0.01% | – | – |
| Kistler-Tiffany Companies, LLC | 815 | $1.90 萬 | 0.00% | – | – |
| Parallel Advisors, LLC | 814 | $1.90 萬 | 0.00% | – | – |
