| Transamerica Financial Advisors, Inc. | 15 | $1,000 | 0.02% | – | – |
| USA Financial Portformulas Corp | 23 | $1,000 | 0.00% | – | – |
| Atticus Wealth Management, LLC | 24 | $1,000 | 0.00% | – | – |
| Stonebridge Financial Planning Group, LLC | 11 | $1,000 | 0.00% | – | – |
| Gs Investments, Inc. | 38 | $2,000 | 0.00% | – | – |
| Wealth Advisory Solutions, LLC | 40,447 | $2,000 | 0.00% | – | – |
| Spectrum Management Group, LLC | 50 | $3,000 | 0.00% | – | – |
| Copeland Capital Management, LLC | 52 | $3,000 | 0.00% | – | – |
| Financial Enhancement Group LLC | 54 | $3,000 | 0.00% | – | – |
| Performa Ltd (US), LLC | 50 | $3,000 | 0.00% | – | – |
| First Command Advisory Services, Inc. | 69 | $3,000 | 0.00% | – | – |
| Elmwood Wealth Management, Inc. | 61 | $3,000 | 0.00% | – | – |
| GoalVest Advisory LLC | 50 | $3,000 | 0.00% | – | – |
| Litman Gregory Asset Management LLC | 78 | $4,000 | 0.00% | – | – |
| Advanced Research Investment Solutions, LLC | 82 | $4,000 | 0.00% | – | – |
| Cowen Prime Services LLC | 100 | $5,000 | 0.00% | – | – |
| FormulaFolio Investments, LLC | 100 | $5,000 | 0.00% | – | – |
| Selective Wealth Management, Inc. | 94 | $5,000 | 0.00% | – | – |
| Danda Trouve Investment Management, Inc. | 100 | $5,000 | 0.01% | – | – |
| Regal Wealth Group, Inc. | 127 | $7,000 | 0.00% | – | – |
| New Capital Management LP | 128 | $7,000 | 0.01% | – | – |
| Financial Perspectives, Inc | 378,480 | $7,319 | 0.36% | – | – |
| Ogorek Anthony Joseph | 170 | $8,000 | 0.00% | – | – |
| Smith Asset Management Group LP | 146 | $8,000 | 0.00% | – | – |
| Iron Horse Wealth Management, LLC | 153 | $8,000 | 0.01% | – | – |
| Financial Avengers, Inc. | 159 | $8,000 | 0.01% | – | – |
| ClariVest Asset Management LLC | 171 | $9,000 | 0.00% | – | – |
| Bellwether Advisors, LLC | 188 | $9,000 | 0.00% | – | – |
| Ritter Daniher Financial Advisory, LLC | 166 | $9,000 | 0.01% | – | – |
| AlphaMark Advisors, LLC | 200 | $1.00 萬 | 0.00% | – | – |
| Syverson Strege & Co | 188 | $1.00 萬 | 0.01% | – | – |
| Islay Capital Management, LLC | 200 | $1.00 萬 | 0.01% | – | – |
| Sofos Investments, Inc. | 212 | $1.10 萬 | 0.22% | – | – |
| Thomas J. Herzfeld Advisors, Inc. | 219 | $1.10 萬 | 0.00% | – | – |
| Lowe Wealth Advisors, LLC | 208 | $1.10 萬 | 0.01% | – | – |
| Winch Advisory Services, LLC | 216 | $1.10 萬 | 0.00% | – | – |
| Johnson Midwest Financial, LLC | 228 | $1.20 萬 | 0.01% | – | – |
| Laurel Wealth Planning LLC | 224 | $1.20 萬 | 0.01% | – | – |
| IMA Wealth, Inc. | 254 | $1.30 萬 | 0.00% | – | – |
| McCarthy Asset Management, Inc. | 263 | $1.40 萬 | 0.01% | – | – |
| Interactive Financial Advisors | 300 | $1.60 萬 | 0.01% | – | – |
| DB Wealth Management Group, LLC | 300 | $1.60 萬 | 0.01% | – | – |
| True Link Financial Advisors, LLC | 300 | $1.60 萬 | 0.00% | – | – |
| Evolution Wealth Advisors, LLC | 333 | $1.70 萬 | 0.00% | – | – |
| Professional Financial Advisors, LLC | 375 | $1.90 萬 | 0.01% | – | – |
| McClarren Financial Advisors, Inc. | 391 | $2.00 萬 | 0.02% | – | – |
| John W. Brooker & Co., CPAs | 400 | $2.10 萬 | 0.01% | – | – |
| Cranbrook Wealth Management, LLC | 442 | $2.30 萬 | 0.01% | – | – |
| Seven Springs Wealth Group, LLC | 450 | $2.30 萬 | 0.01% | – | – |
| Arcadia Investment Management Corp | 475 | $2.50 萬 | 0.01% | – | – |
| Tucker Asset Management LLC | 526 | $2.72 萬 | 0.01% | – | – |
| Capital Directions Investment Advisors, LLC | 535 | $2.80 萬 | 0.01% | – | – |
| Semmax Financial Advisors Inc. | 545 | $2.80 萬 | 0.01% | – | – |
| AllSquare Wealth Management LLC | 576 | $3.00 萬 | 0.02% | – | – |
| Better Money Decisions, LLC | 578 | $3.00 萬 | 0.03% | – | – |
| Costello Asset Management, INC | 590 | $3.10 萬 | 0.02% | – | – |
| Hoey Investments, Inc | 597 | $3.10 萬 | 0.01% | – | – |
| Avondale Wealth Management | 633 | $3.30 萬 | 0.03% | – | – |
| Advocacy Wealth Management Services, LLC | 682 | $3.50 萬 | 0.01% | – | – |
| Stuart Chaussee & Associates, Inc. | 716 | $3.70 萬 | 0.01% | – | – |
| Altshuler Shaham Ltd | 740 | $3.80 萬 | 0.00% | – | – |
| Activest Wealth Management | 719 | $3.80 萬 | 0.03% | – | – |
| QVR LLC | 746 | $3.90 萬 | 0.81% | – | – |
| Resolute Partners Group | 1,045 | $4.00 萬 | 0.01% | – | – |
| ShoreHaven Wealth Partners, LLC | 776 | $4.00 萬 | 0.02% | – | – |
| Wealthcare Capital Management LLC | 826 | $4.30 萬 | 0.00% | – | – |
| Column Capital Advisors, LLC | 874 | $4.50 萬 | 0.01% | – | – |
| Moisand Fitzgerald Tamayo, LLC | 878 | $4.50 萬 | 0.02% | – | – |
| Disciplined Investments, LLC | 905 | $4.70 萬 | 0.03% | – | – |
| Red Cedar Capital, LLC | 921 | $4.80 萬 | 0.03% | – | – |
| HighMark Wealth Management LLC | 925 | $4.80 萬 | 0.04% | – | – |
| JCIC Asset Management Inc. | 1,040 | $5.40 萬 | 0.02% | – | – |
| Avion Wealth | 1,048 | $5.40 萬 | 0.02% | – | – |
| Kelly Financial Services LLC | 1,095 | $5.66 萬 | 0.04% | – | – |
| Estate Counselors, LLC | 1,167 | $6.00 萬 | 0.01% | – | – |
| Cohen & Steers, Inc. | 1,170 | $6.10 萬 | 0.00% | – | – |
| Knights of Columbus Asset Advisors LLC | 1,184 | $6.10 萬 | 0.01% | – | – |
| Global Trust Asset Management, LLC | 1,189 | $6.10 萬 | 0.03% | – | – |
| Sageworth Trust Co | 1,260 | $6.50 萬 | 0.01% | – | – |
| Bay Harbor Wealth Management, LLC | 1,270 | $6.60 萬 | 0.03% | – | – |
| Halpern Financial, Inc. | 1,280 | $6.62 萬 | 0.03% | – | – |
| Retirement Group, LLC | 1,300 | $6.70 萬 | 0.03% | – | – |
| Core Wealth Advisors, Inc. | 1,305 | $6.70 萬 | 0.06% | – | – |
| Clear Perspectives Financial Planning, LLC | 1,345 | $7.00 萬 | 0.04% | – | – |
| Paradigm, Strategies in Wealth Management, LLC | 1,348 | $7.00 萬 | 0.07% | – | – |
| Front Row Advisors LLC | 1,374 | $7.10 萬 | 0.03% | – | – |
| Moser Wealth Advisors, LLC | 1,444 | $7.50 萬 | 0.05% | – | – |
| Mach-1 Financial Group, Inc. | 1,455 | $7.50 萬 | 0.07% | – | – |
| TD Capital Management LLC | 1,460 | $7.60 萬 | 0.01% | – | – |
| Grant Street Asset Management, Inc. | 1,464 | $7.60 萬 | 0.04% | – | – |
| Bray Capital Advisors | 1,487 | $7.70 萬 | 0.02% | – | – |
| Macroview Investment Management LLC | 1,588 | $8.20 萬 | 0.12% | – | – |
| Founders Capital Management | 1,607 | $8.30 萬 | 0.06% | – | – |
| Goodwin Investment Advisory | 1,618 | $8.30 萬 | 0.10% | – | – |
| Savior LLC | 1,632 | $8.40 萬 | 0.08% | – | – |
| Knuff & Co LLC | 1,685 | $8.70 萬 | 0.04% | – | – |
| Tacita Capital Inc | 1,693 | $8.80 萬 | 0.06% | – | – |
| Green Harvest Asset Management LLC | 1,703 | $8.90 萬 | 0.02% | – | – |
| Birch Capital Management, LLC | 1,752 | $9.10 萬 | 0.07% | – | – |
| Sterling Financial Planning, Inc. | 1,769 | $9.10 萬 | 0.06% | – | – |
