| Private Ocean, LLC | 2 | $0 | 0.00% | – | – |
| Moisand Fitzgerald Tamayo, LLC | 2 | $0 | 0.00% | – | – |
| Charter Oak Capital Management, LLC | 2 | $0 | 0.00% | – | – |
| Annapolis Financial Services, LLC | 2 | $0 | 0.00% | – | – |
| Financial Perspectives, Inc | 4,563 | $25 | 0.00% | – | – |
| First Horizon Corp | 6 | $1,000 | 0.00% | – | – |
| Valley National Advisers Inc | 5 | $1,000 | 0.00% | – | – |
| Delta Asset Management LLC | 8 | $1,000 | 0.00% | – | – |
| HM Payson & Co | 6 | $1,000 | 0.00% | – | – |
| Trust Co of Vermont | 5 | $1,000 | 0.00% | – | – |
| Macroview Investment Management LLC | 7 | $1,000 | 0.00% | – | – |
| Liberty Wealth Management LLC | 5 | $1,000 | 0.00% | – | – |
| McClarren Financial Advisors, Inc. | 3 | $1,000 | 0.00% | – | – |
| TD Private Client Wealth LLC | 10 | $1,825 | 0.00% | – | – |
| Retirement Group, LLC | 12 | $2,000 | 0.00% | – | – |
| Summit Wealth Group, LLC | 10 | $2,000 | 0.00% | – | – |
| Standard Family Office LLC | 9 | $2,000 | 0.00% | – | – |
| Disciplined Investments, LLC | 11 | $2,000 | 0.00% | – | – |
| Concord Wealth Partners | 11 | $2,000 | 0.00% | – | – |
| Hudock, Inc. | 20 | $3,000 | 0.00% | – | – |
| Avion Wealth | 15 | $3,000 | 0.00% | – | – |
| Raffa Wealth Management, LLC | 18 | $3,285 | 0.00% | – | – |
| Sutton Wealth Advisors Inc. | 19 | $3,468 | 0.00% | – | – |
| Rocky Mountain Advisers, LLC | 23 | $4,000 | 0.01% | – | – |
| MCF Advisors LLC | 20 | $4,000 | 0.00% | – | – |
| Gemmer Asset Management LLC | 20 | $4,000 | 0.00% | – | – |
| Carmichael Hill & Associates, Inc. | 20 | $4,000 | 0.00% | – | – |
| Abundance Wealth Counselors | 22 | $4,000 | 0.00% | – | – |
| Clearview Wealth Advisors LLC | 20 | $4,000 | 0.00% | – | – |
| HBC Financial Services, PLLC | 20 | $4,262 | 0.00% | – | – |
| Wealthcare Capital Management LLC | 25 | $5,000 | 0.00% | – | – |
| Lenox Wealth Advisors, LLC | 30 | $5,000 | 0.00% | – | – |
| Tarbox Family Office, Inc. | 26 | $5,000 | 0.00% | – | – |
| AllSquare Wealth Management LLC | 25 | $5,000 | 0.00% | – | – |
| Selective Wealth Management, Inc. | 29 | $5,000 | 0.00% | – | – |
| Caldwell Trust Co | 30 | $5,475 | 0.00% | – | – |
| JCIC Asset Management Inc. | 34 | $6,000 | 0.00% | – | – |
| Column Capital Advisors, LLC | 35 | $6,000 | 0.00% | – | – |
| Ellis Investment Partners, LLC | 34 | $6,000 | 0.00% | – | – |
| HighMark Wealth Management LLC | 35 | $6,000 | 0.00% | – | – |
| McIlrath & Eck, LLC | 41 | $7,000 | 0.00% | – | – |
| Roble, Belko & Company, Inc | 43 | $8,000 | 0.00% | – | – |
| Certified Advisory Corp | 42 | $8,000 | 0.00% | – | – |
| RWM Asset Management, LLC | 46 | $8,000 | 0.00% | – | – |
| Howe & Rusling Inc | 50 | $9,000 | 0.00% | – | – |
| Montag A & Associates Inc | 48 | $9,000 | 0.00% | – | – |
| Highlander Capital Management, LLC | 50 | $9,000 | 0.00% | – | – |
| Zions Bancorporation, N.A. | 52 | $9,000 | 0.00% | – | – |
| First Command Bank | 50 | $9,000 | 0.00% | – | – |
| First Command Financial Services, Inc. | 50 | $9,000 | 0.00% | – | – |
| Carolina Wealth Advisors, LLC | 50 | $9,000 | 0.01% | – | – |
| Massmutual Trust Co FSB | 54 | $1.00 萬 | 0.00% | – | – |
| Smithfield Trust Co | 63 | $1.10 萬 | 0.00% | – | – |
| Horan Securities, Inc. | 60 | $1.10 萬 | 0.01% | – | – |
| FinTrust Capital Advisors, LLC | 65 | $1.20 萬 | 0.00% | – | – |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 75 | $1.30 萬 | 0.00% | – | – |
| Islay Capital Management, LLC | 70 | $1.30 萬 | 0.01% | – | – |
| Manchester Capital Management LLC | 75 | $1.40 萬 | 0.00% | – | – |
| Earnest Partners LLC | 80 | $1.50 萬 | 0.00% | – | – |
| Manchester Financial Inc | 90 | $1.60 萬 | 0.01% | – | – |
| Sonora Investment Management, LLC | 90 | $1.60 萬 | 0.00% | – | – |
| Sound Income Strategies, LLC | 92 | $1.68 萬 | 0.00% | – | – |
| Wagner Wealth Management, LLC | 93 | $1.70 萬 | 0.01% | – | – |
| Webster Bank, N. A. | 100 | $1.80 萬 | 0.00% | – | – |
| Holloway Wealth Management, LLC | – | $1.80 萬 | 0.01% | – | – |
| NewSquare Capital LLC | 100 | $1.80 萬 | 0.00% | – | – |
| Banco de Sabadell, S.A | 100 | $1.80 萬 | 0.00% | – | – |
| Orion Capital Management LLC | 100 | $1.80 萬 | 0.01% | – | – |
| SOA Wealth Advisors, LLC. | 100 | $1.80 萬 | 0.01% | – | – |
| Bartlett & Co. LLC | 110 | $2.00 萬 | 0.00% | – | – |
| Tradewinds Capital Management, LLC | 110 | $2.00 萬 | 0.00% | – | – |
| Sugarloaf Wealth Management, LLC | 1 | $2.00 萬 | 0.01% | – | – |
| Bartlett & Co. Wealth Management LLC | 110 | $2.01 萬 | 0.00% | – | – |
| Enterprise Financial Services Corp | 110 | $2.10 萬 | 0.00% | – | – |
| Asset Dedication, LLC | 119 | $2.10 萬 | 0.00% | – | – |
| JFS Wealth Advisors, LLC | 114 | $2.10 萬 | 0.00% | – | – |
| BerganKDV Wealth Management, LLC | 117 | $2.10 萬 | 0.00% | – | – |
| Bedel Financial Consulting, Inc. | 115 | $2.10 萬 | 0.01% | – | – |
| CX Institutional | 117 | $2.10 萬 | 0.00% | – | – |
| Joseph P. Lucia & Associates, LLC | 115 | $2.10 萬 | 0.01% | – | – |
| Proequities, Inc. | 118 | $2.20 萬 | 0.00% | – | – |
| North Star Investment Management Corp. | 120 | $2.20 萬 | 0.00% | – | – |
| Sargent Bickham Lagudis LLC | 119 | $2.20 萬 | 0.00% | – | – |
| Clearstead Advisors, LLC | 126 | $2.30 萬 | 0.00% | – | – |
| Focused Wealth Management, Inc | 129 | $2.40 萬 | 0.00% | – | – |
| Baillie Gifford & Co | 138 | $2.50 萬 | 0.00% | – | – |
| Alpha DNA Investment Management LLC | 145 | $2.50 萬 | 0.03% | – | – |
| Reilly Financial Advisors, LLC | 144 | $2.60 萬 | 0.00% | – | – |
| Kings Point Capital Management | 150 | $2.70 萬 | 0.00% | – | – |
| Ellevest, Inc. | 147 | $2.70 萬 | 0.00% | – | – |
| Front Row Advisors LLC | 150 | $2.70 萬 | 0.01% | – | – |
| Meridian Wealth Partners, LLC | 155 | $2.80 萬 | 0.01% | – | – |
| Central Trust Co | 167 | $3.00 萬 | 0.00% | – | – |
| Glassman Wealth Services | 169 | $3.10 萬 | 0.01% | – | – |
| JJJ Advisors Inc. | 183 | $3.30 萬 | 0.01% | – | – |
| Walled Lake Planning & Wealth Management, LLC | 182 | $3.30 萬 | 0.02% | – | – |
| First Horizon Advisors, Inc. | 200 | $3.60 萬 | 0.00% | – | – |
| First National Bank of South Miami | 196 | $3.60 萬 | 0.03% | – | – |
| Cordasco Financial Network | 200 | $3.70 萬 | 0.03% | – | – |
| Paradigm, Strategies in Wealth Management, LLC | 200 | $3.70 萬 | 0.04% | – | – |
