| AllSquare Wealth Management LLC | 40 | $1,000 | 0.00% | – | – |
| Burleson & Company, LLC | 40 | $1,000 | 0.00% | – | – |
| Ade, LLC | 60 | $1,000 | 0.00% | – | – |
| Raffa Wealth Management, LLC | 51 | $1,097 | 0.00% | – | – |
| Financial Perspectives, Inc | 37,969 | $1,766 | 0.09% | – | – |
| First Manhattan Co | 101 | $2,000 | 0.00% | – | – |
| Reilly Financial Advisors, LLC | 72 | $2,000 | 0.00% | – | – |
| Harbor Investment Advisory, LLC | 83 | $2,000 | 0.00% | – | – |
| Gemmer Asset Management LLC | 75 | $2,000 | 0.00% | – | – |
| Berman Capital Advisors, LLC | 117 | $2,000 | 0.00% | – | – |
| Valeo Financial Advisors, LLC | 86 | $2,000 | 0.00% | – | – |
| Prestige Wealth Management Group LLC | 100 | $2,000 | 0.00% | – | – |
| Country Trust Bank | 129 | $3,000 | 0.00% | – | – |
| Sage Financial Management Group, Inc. | 147 | $3,000 | 0.00% | – | – |
| Aspire Private Capital, LLC | 149 | $3,000 | 0.00% | – | – |
| Arcadia Investment Management Corp | 170 | $4,000 | 0.00% | – | – |
| Assetmark, Inc | 168 | $4,000 | 0.00% | – | – |
| Carroll Financial Associates, Inc. | 196 | $4,000 | 0.00% | – | – |
| Leelyn Smith, LLC | 164 | $4,000 | 0.00% | – | – |
| Arrow Financial Corp | 236 | $5,000 | 0.00% | – | – |
| Earnest Partners LLC | 239 | $5,000 | 0.00% | – | – |
| Johnson Financial Group, Inc. | 224 | $5,000 | 0.00% | – | – |
| BerganKDV Wealth Management, LLC | 247 | $5,000 | 0.00% | – | – |
| Patriot Financial Group Insurance Agency, LLC | 225 | $5,000 | 0.00% | – | – |
| Meridian Wealth Partners, LLC | 242 | $5,000 | 0.00% | – | – |
| Arkadios Wealth Advisors | 265 | $5,000 | 0.00% | – | – |
| Hexagon Capital Partners LLC | 236 | $5,000 | 0.00% | – | – |
| Trust Co of Vermont | 265 | $6,000 | 0.00% | – | – |
| American Research & Management Co. | 268 | $6,000 | 0.00% | – | – |
| RMR Wealth Builders | 283 | $6,000 | 0.00% | – | – |
| Optimum Investment Advisors | 312 | $7,000 | 0.00% | – | – |
| Savior LLC | 316 | $7,000 | 0.01% | – | – |
| Focused Wealth Management, Inc | 391 | $8,000 | 0.00% | – | – |
| Ironwood Financial, llc | 384 | $8,000 | 0.00% | – | – |
| Versant Capital Management, Inc | 384 | $8,000 | 0.00% | – | – |
| Vectors Research Management, LLC | 392 | $8,000 | 0.00% | – | – |
| Filbrandt Wealth Management, LLC | 368 | $8,000 | 0.00% | – | – |
| Enterprise Financial Services Corp | 425 | $9,000 | 0.00% | – | – |
| Zions Bancorporation, N.A. | 409 | $9,000 | 0.00% | – | – |
| Capital Advisory Group Advisory Services, LLC | 436 | $9,000 | 0.00% | – | – |
| Valley National Advisers Inc | 462 | $1.00 萬 | 0.00% | – | – |
| Financial Management Professionals, Inc. | 481 | $1.00 萬 | 0.00% | – | – |
| Norway Savings Bank | 480 | $1.00 萬 | 0.01% | – | – |
| Crewe Advisors LLC | 452 | $1.00 萬 | 0.00% | – | – |
| Peoples Financial Services Corp. | 492 | $1.10 萬 | 0.00% | – | – |
| Wagner Wealth Management, LLC | 502 | $1.10 萬 | 0.01% | – | – |
| ShoreHaven Wealth Partners, LLC | 512 | $1.10 萬 | 0.01% | – | – |
| Clearstead Advisors, LLC | 579 | $1.20 萬 | 0.00% | – | – |
| CNB Bank | 580 | $1.20 萬 | 0.01% | – | – |
| Ellis Investment Partners, LLC | 563 | $1.20 萬 | 0.00% | – | – |
| Phoenix Wealth Advisors | 560 | $1.20 萬 | 0.01% | – | – |
| Massmutual Trust Co FSB | 609 | $1.30 萬 | 0.00% | – | – |
| JFS Wealth Advisors, LLC | 600 | $1.30 萬 | 0.00% | – | – |
| Mascoma Wealth Management LLC | 599 | $1.30 萬 | 0.01% | – | – |
| Adirondack Trust Co | 645 | $1.40 萬 | 0.01% | – | – |
| Atlas Private Wealth Management | 642 | $1.40 萬 | 0.01% | – | – |
| TSFG, LLC | 689 | $1.50 萬 | 0.01% | – | – |
| International Assets Investment Management, LLC | 839 | $1.50 萬 | 0.00% | – | – |
| Hall Laurie J Trustee | 750 | $1.60 萬 | 0.01% | – | – |
| Asset Dedication, LLC | 742 | $1.60 萬 | 0.00% | – | – |
| IFP Advisors, Inc | 750 | $1.60 萬 | 0.00% | – | – |
| Sugarloaf Wealth Management, LLC | 750 | $1.60 萬 | 0.00% | – | – |
| Carolinas Wealth Consulting LLC | 765 | $1.60 萬 | 0.00% | – | – |
| Rockefeller Capital Management L.P. | 823 | $1.70 萬 | 0.00% | – | – |
| Pacific Center for Financial Services | 817 | $1.80 萬 | 0.01% | – | – |
| HM Payson & Co | 883 | $1.90 萬 | 0.00% | – | – |
| Jacobi Capital Management LLC | 902 | $1.90 萬 | 0.00% | – | – |
| Accel Wealth Management | 893 | $1.90 萬 | 0.02% | – | – |
| Central Trust Co | 946 | $2.00 萬 | 0.00% | – | – |
| Certified Advisory Corp | 907 | $2.00 萬 | 0.01% | – | – |
| GPS Wealth Strategies Group, LLC | 965 | $2.00 萬 | 0.01% | – | – |
| Sonora Investment Management, LLC | 1,000 | $2.20 萬 | 0.00% | – | – |
| Coastal Capital Group, Inc. | 1,045 | $2.20 萬 | 0.01% | – | – |
| Firestone Capital Management | 1,000 | $2.20 萬 | 0.01% | – | – |
| Oakworth Capital, Inc. | 1,062 | $2.30 萬 | 0.00% | – | – |
| Global Retirement Partners, LLC | 1,056 | $2.30 萬 | 0.00% | – | – |
| Rosenberg Matthew Hamilton | 1,603 | $2.40 萬 | 0.01% | – | – |
| Atlas Private Wealth Advisors | 1,099 | $2.40 萬 | 0.01% | – | – |
| Sawyer & Company, Inc | 1,206 | $2.60 萬 | 0.01% | – | – |
| Trustcore Financial Services, LLC | 1,200 | $2.60 萬 | 0.00% | – | – |
| Charter Oak Capital Management, LLC | 1,194 | $2.60 萬 | 0.00% | – | – |
| Meeder Asset Management Inc | 1,251 | $2.70 萬 | 0.00% | – | – |
| Private Capital Group, LLC | 1,269 | $2.70 萬 | 0.01% | – | – |
| Sargent Bickham Lagudis LLC | 1,316 | $2.80 萬 | 0.00% | – | – |
| BDO Wealth Advisors, LLC | 1,290 | $2.80 萬 | 0.00% | – | – |
| Ancora Advisors, LLC | 1,388 | $3.00 萬 | 0.00% | – | – |
| Enterprise Trust & Investment Co | 1,400 | $3.00 萬 | 0.01% | – | – |
| Freedman Financial Associates, Inc. | 1,393 | $3.00 萬 | 0.02% | – | – |
| Anchor Investment Management, LLC | 1,437 | $3.09 萬 | 0.00% | – | – |
| Legacy Bridge, LLC | 1,460 | $3.10 萬 | 0.02% | – | – |
| Hudock, Inc. | 1,499 | $3.20 萬 | 0.01% | – | – |
| Riggs Asset Managment Co. Inc. | 1,480 | $3.20 萬 | 0.01% | – | – |
| Carmichael Hill & Associates, Inc. | 1,527 | $3.30 萬 | 0.02% | – | – |
| Kayne Anderson Rudnick Investment Management LLC | 1,632 | $3.50 萬 | 0.00% | – | – |
| Bedel Financial Consulting, Inc. | 1,630 | $3.50 萬 | 0.01% | – | – |
| Cullen/Frost Bankers, Inc. | 1,667 | $3.60 萬 | 0.00% | – | – |
| Costello Asset Management, INC | 1,688 | $3.60 萬 | 0.02% | – | – |
| Plante Moran Financial Advisors, LLC | 1,732 | $3.70 萬 | 0.01% | – | – |
| Bellevue Asset Management, LLC | 1,696 | $3.70 萬 | 0.02% | – | – |
| Ameritas Investment Company, LLC | 1,723 | $3.71 萬 | 0.00% | – | – |
