| Certified Advisory Corp | 1 | $0 | 0.00% | – | – |
| Bartlett & Co. Wealth Management LLC | 3 | $545 | 0.00% | – | – |
| Financial Perspectives, Inc | 159,213 | $876 | 0.04% | – | – |
| Bourgeon Capital Management LLC | 4 | $1,000 | 0.00% | – | – |
| Bartlett & Co. LLC | 3 | $1,000 | 0.00% | – | – |
| JFS Wealth Advisors, LLC | 6 | $1,000 | 0.00% | – | – |
| Moisand Fitzgerald Tamayo, LLC | 6 | $1,000 | 0.00% | – | – |
| BerganKDV Wealth Management, LLC | 4 | $1,000 | 0.00% | – | – |
| Cribstone Capital Management, LLC | 3 | $1,000 | 0.00% | – | – |
| New Capital Management LP | 3 | $1,000 | 0.00% | – | – |
| Bedel Financial Consulting, Inc. | 3 | $1,000 | 0.00% | – | – |
| Versant Capital Management, Inc | 8 | $1,000 | 0.00% | – | – |
| Selective Wealth Management, Inc. | 5 | $1,000 | 0.00% | – | – |
| Hoey Investments, Inc | 4 | $1,000 | 0.00% | – | – |
| Hexagon Capital Partners LLC | 10 | $1,000 | 0.00% | – | – |
| SOA Wealth Advisors, LLC. | 11 | $1,000 | 0.00% | – | – |
| Halpern Financial, Inc. | 6 | $1,091 | 0.00% | – | – |
| Raffa Wealth Management, LLC | 10 | $1,818 | 0.00% | – | – |
| Sutton Wealth Advisors Inc. | 11 | $1,999 | 0.00% | – | – |
| Delta Asset Management LLC | 11 | $2,000 | 0.00% | – | – |
| Berkshire Capital Holdings Inc | 10 | $2,000 | 0.00% | – | – |
| North Star Investment Management Corp. | 10 | $2,000 | 0.00% | – | – |
| Stonebridge Capital Advisors LLC | 11 | $2,000 | 0.00% | – | – |
| Financial Enhancement Group LLC | 11 | $2,000 | 0.00% | – | – |
| Firestone Capital Management | 10 | $2,000 | 0.00% | – | – |
| Paradigm, Strategies in Wealth Management, LLC | 10 | $2,000 | 0.00% | – | – |
| Reilly Financial Advisors, LLC | 15 | $3,000 | 0.00% | – | – |
| Wealthcare Capital Management LLC | 19 | $3,000 | 0.00% | – | – |
| McIlrath & Eck, LLC | 19 | $3,000 | 0.00% | – | – |
| Human Investing LLC | 15 | $3,000 | 0.00% | – | – |
| Liberty Wealth Management LLC | 13 | $3,000 | 0.00% | – | – |
| First Financial Corp | 22 | $4,000 | 0.00% | – | – |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 25 | $4,000 | 0.00% | – | – |
| Bogart Wealth, LLC | 23 | $4,000 | 0.00% | – | – |
| FNY Investment Advisers, LLC | 25 | $4,000 | 0.00% | – | – |
| Coastal Capital Group, Inc. | 24 | $4,000 | 0.00% | – | – |
| Prestige Wealth Management Group LLC | 19 | $4,000 | 0.00% | – | – |
| Wolff Wiese Magana LLC | 20 | $4,000 | 0.00% | – | – |
| RWM Asset Management, LLC | 24 | $4,000 | 0.00% | – | – |
| Kelly Financial Services LLC | 23 | $4,180 | 0.00% | – | – |
| Heritage Wealth Advisors | 25 | $4,544 | 0.00% | – | – |
| Flagship Private Wealth, LLC | 26 | $4,712 | 0.00% | – | – |
| Atwood & Palmer Inc | 25 | $5,000 | 0.00% | – | – |
| Sonora Investment Management, LLC | 29 | $5,000 | 0.00% | – | – |
| Tarbox Family Office, Inc. | 25 | $5,000 | 0.00% | – | – |
| Gemmer Asset Management LLC | 25 | $5,000 | 0.00% | – | – |
| Vectors Research Management, LLC | 26 | $5,000 | 0.00% | – | – |
| Canton Hathaway, LLC | 25 | $5,000 | 0.00% | – | – |
| JCIC Asset Management Inc. | 33 | $6,000 | 0.00% | – | – |
| Perennial Advisors, LLC | 34 | $6,000 | 0.00% | – | – |
| Meeder Asset Management Inc | 42 | $7,000 | 0.00% | – | – |
| Enterprise Financial Services Corp | 36 | $7,000 | 0.00% | – | – |
| Advent Capital Management | 37 | $7,000 | 0.00% | – | – |
| Earnest Partners LLC | 39 | $7,000 | 0.00% | – | – |
| Northwest Investment Counselors, LLC | 37 | $7,000 | 0.00% | – | – |
| JNBA Financial Advisors | 40 | $7,000 | 0.00% | – | – |
| Riggs Asset Managment Co. Inc. | 36 | $7,000 | 0.00% | – | – |
| Leelyn Smith, LLC | 41 | $7,000 | 0.00% | – | – |
| Savior LLC | 37 | $7,000 | 0.01% | – | – |
| Annapolis Financial Services, LLC | 39 | $7,000 | 0.00% | – | – |
| Macroview Investment Management LLC | 43 | $8,000 | 0.01% | – | – |
| Carroll Financial Associates, Inc. | 48 | $8,000 | 0.00% | – | – |
| Security National Trust Co | 50 | $9,000 | 0.00% | – | – |
| Highlander Capital Management, LLC | 50 | $9,000 | 0.00% | – | – |
| Glassman Wealth Services | 48 | $9,000 | 0.00% | – | – |
| Simon Quick Advisors, LLC | 50 | $9,000 | 0.00% | – | – |
| BDO Wealth Advisors, LLC | 50 | $9,000 | 0.00% | – | – |
| Center for Financial Planning, Inc. | 50 | $9,000 | 0.00% | – | – |
| Total Clarity Wealth Management, Inc. | 48 | $9,000 | 0.01% | – | – |
| Ten Capital Wealth Advisors, LLC | 55 | $9,000 | 0.00% | – | – |
| Alpha DNA Investment Management LLC | 50 | $9,000 | 0.01% | – | – |
| Loomis Sayles & Co L P | 55 | $1.00 萬 | 0.00% | – | – |
| Baystate Wealth Management LLC | 53 | $1.00 萬 | 0.00% | – | – |
| Sterling Financial Planning, Inc. | 55 | $1.00 萬 | 0.01% | – | – |
| Activest Wealth Management | 56 | $1.00 萬 | 0.01% | – | – |
| First Horizon Corp | 66 | $1.10 萬 | 0.00% | – | – |
| Winch Advisory Services, LLC | 62 | $1.10 萬 | 0.00% | – | – |
| Newton One Investments LLC | 60 | $1.10 萬 | 0.01% | – | – |
| Joseph P. Lucia & Associates, LLC | 64 | $1.20 萬 | 0.01% | – | – |
| Sound Income Strategies, LLC | 70 | $1.27 萬 | 0.00% | – | – |
| Massmutual Trust Co FSB | 69 | $1.30 萬 | 0.00% | – | – |
| JJJ Advisors Inc. | 69 | $1.30 萬 | 0.01% | – | – |
| Zions Bancorporation, N.A. | 72 | $1.30 萬 | 0.00% | – | – |
| Aua Capital Management, LLC | 75 | $1.40 萬 | 0.01% | – | – |
| Ellis Investment Partners, LLC | 78 | $1.40 萬 | 0.00% | – | – |
| Pittenger & Anderson Inc | 80 | $1.50 萬 | 0.00% | – | – |
| Allworth Financial LP | 81 | $1.50 萬 | 0.00% | – | – |
| Howe & Rusling Inc | 90 | $1.60 萬 | 0.00% | – | – |
| Cordasco Financial Network | 90 | $1.60 萬 | 0.01% | – | – |
| Larson Financial Group LLC | 87 | $1.60 萬 | 0.00% | – | – |
| Allred Capital Management, LLC | 92 | $1.67 萬 | 0.01% | – | – |
| Toth Financial Advisory Corp | 93 | $1.70 萬 | 0.00% | – | – |
| Hudock, Inc. | 98 | $1.70 萬 | 0.01% | – | – |
| HC Financial Advisors Inc | 100 | $1.80 萬 | 0.01% | – | – |
| Tradewinds Capital Management, LLC | 100 | $1.80 萬 | 0.00% | – | – |
| Front Row Advisors LLC | 100 | $1.80 萬 | 0.01% | – | – |
| TSFG, LLC | 99 | $1.80 萬 | 0.01% | – | – |
| Clearview Wealth Advisors LLC | 100 | $1.80 萬 | 0.01% | – | – |
| Valley Brook Capital Group | 100 | $1.80 萬 | 0.02% | – | – |
| Capital Analysts, LLC | 112 | $2.00 萬 | 0.00% | – | – |
