| Financial Perspectives, Inc | 69,229 | $265 | 0.01% | – | – |
| BerganKDV Wealth Management, LLC | 5 | $1,000 | 0.00% | – | – |
| Sugarloaf Wealth Management, LLC | 4 | $1,000 | 0.00% | – | – |
| Better Money Decisions, LLC | 5 | $1,000 | 0.00% | – | – |
| Trust Co of Vermont | 8 | $2,000 | 0.00% | – | – |
| Longfellow Investment Management Co LLC | 6 | $2,000 | 0.00% | – | – |
| Vigilant Capital Management, LLC | 6 | $2,000 | 0.00% | – | – |
| Tarbox Family Office, Inc. | 6 | $2,000 | 0.00% | – | – |
| Larson Financial Group LLC | 7 | $2,000 | 0.00% | – | – |
| Clearview Wealth Advisors LLC | 6 | $2,000 | 0.00% | – | – |
| Newbridge Financial Services Group, Inc. | 7 | $2,000 | 0.00% | – | – |
| Berkshire Capital Holdings Inc | 10 | $3,000 | 0.00% | – | – |
| HighMark Wealth Management LLC | 10 | $3,000 | 0.00% | – | – |
| Total Clarity Wealth Management, Inc. | 10 | $3,000 | 0.00% | – | – |
| Howe & Rusling Inc | 14 | $4,000 | 0.00% | – | – |
| Thompson Siegel & Walmsley LLC | 15 | $4,000 | 0.00% | – | – |
| Ranger Investment Management, L.P. | 16 | $4,000 | 0.00% | – | – |
| Parkside Financial Bank & Trust | 14 | $4,000 | 0.00% | – | – |
| WealthShield Partners, LLC | 15 | $4,000 | 0.00% | – | – |
| Twin Lakes Capital Management, LLC | 16 | $4,000 | 0.00% | – | – |
| Kelly Financial Services LLC | 17 | $4,441 | 0.00% | – | – |
| 1832 Asset Management L.P. | 20 | $5,000 | 0.00% | – | – |
| MCF Advisors LLC | 21 | $5,000 | 0.00% | – | – |
| Turim 21 Investimentos Ltda. | 18 | $5,000 | 0.00% | – | – |
| Aspire Private Capital, LLC | 19 | $5,000 | 0.00% | – | – |
| Prestige Wealth Management Group LLC | 20 | $5,000 | 0.00% | – | – |
| TFC Financial Management | 20 | $5,000 | 0.00% | – | – |
| Annapolis Financial Services, LLC | 21 | $5,000 | 0.00% | – | – |
| IMA Wealth, Inc. | 22 | $6,000 | 0.00% | – | – |
| Liberty Wealth Management LLC | 22 | $6,000 | 0.00% | – | – |
| Atlas Private Wealth Advisors | 22 | $6,000 | 0.00% | – | – |
| Alpha DNA Investment Management LLC | 25 | $6,000 | 0.01% | – | – |
| First Financial Corp | 26 | $7,000 | 0.00% | – | – |
| Global Wealth Management Investment Advisory, Inc. | 25 | $7,000 | 0.00% | – | – |
| McCarthy Asset Management, Inc. | 26 | $7,000 | 0.01% | – | – |
| Savior LLC | 31 | $8,000 | 0.01% | – | – |
| Corbenic Partners LLC | 33 | $9,000 | 0.00% | – | – |
| BDO Wealth Advisors, LLC | 35 | $9,000 | 0.00% | – | – |
| TD Private Client Wealth LLC | 35 | $9,143 | 0.00% | – | – |
| Hudock, Inc. | 41 | $1.00 萬 | 0.00% | – | – |
| Tower View Investment Management & Research LLC | 40 | $1.00 萬 | 0.01% | – | – |
| Prime Capital Investment Advisors, LLC | 40 | $1.00 萬 | 0.00% | – | – |
| Rockbridge Investment Management, LCC | 40 | $1.00 萬 | 0.00% | – | – |
| Smithfield Trust Co | 46 | $1.20 萬 | 0.00% | – | – |
| JJJ Advisors Inc. | 47 | $1.20 萬 | 0.00% | – | – |
| Loomis Sayles & Co L P | 48 | $1.30 萬 | 0.00% | – | – |
| Bedel Financial Consulting, Inc. | 51 | $1.30 萬 | 0.01% | – | – |
| Grandview Asset Management LLC | 50 | $1.30 萬 | 0.01% | – | – |
| Tortoise Investment Management, LLC | 55 | $1.40 萬 | 0.00% | – | – |
| West Paces Advisors Inc. | 56 | $1.46 萬 | 0.01% | – | – |
| Fieldpoint Private Securities, LLC | 58 | $1.50 萬 | 0.00% | – | – |
| Hoover Financial Advisors, Inc. | 58 | $1.50 萬 | 0.00% | – | – |
| Eudaimonia Partners, LLC | 62 | $1.60 萬 | 0.00% | – | – |
| Cascade Investment Advisors, Inc. | 65 | $1.70 萬 | 0.01% | – | – |
| Norway Savings Bank | 65 | $1.70 萬 | 0.01% | – | – |
| Meridian Wealth Partners, LLC | 65 | $1.70 萬 | 0.01% | – | – |
| Bessemer Group Inc | 70 | $1.80 萬 | 0.00% | – | – |
| Earnest Partners LLC | 67 | $1.80 萬 | 0.00% | – | – |
| CWM, LLC | 58 | $1.80 萬 | 0.00% | – | – |
| Macroview Investment Management LLC | 69 | $1.80 萬 | 0.03% | – | – |
| Raffa Wealth Management, LLC | 77 | $1.95 萬 | 0.01% | – | – |
| Arlington Partners LLC | 78 | $2.00 萬 | 0.01% | – | – |
| Glassman Wealth Services | 82 | $2.10 萬 | 0.00% | – | – |
| Plante Moran Financial Advisors, LLC | 83 | $2.20 萬 | 0.01% | – | – |
| FinTrust Capital Advisors, LLC | 86 | $2.20 萬 | 0.01% | – | – |
| Sonora Investment Management, LLC | 90 | $2.40 萬 | 0.00% | – | – |
| Westside Investment Management, Inc. | 100 | $2.60 萬 | 0.00% | – | – |
| Carroll Financial Associates, Inc. | 100 | $2.60 萬 | 0.00% | – | – |
| Graves-Light Private Wealth Management, Inc. | 100 | $2.60 萬 | 0.00% | – | – |
| Abundance Wealth Counselors | 100 | $2.60 萬 | 0.01% | – | – |
| Financial Avengers, Inc. | 100 | $2.60 萬 | 0.02% | – | – |
| Covington Capital Management | 102 | $2.70 萬 | 0.00% | – | – |
| Clearstead Advisors, LLC | 107 | $2.80 萬 | 0.00% | – | – |
| State of Wyoming | 112 | $2.90 萬 | 0.05% | – | – |
| Wealthcare Advisory Partners LLC | 116 | $3.00 萬 | 0.00% | – | – |
| NVWM, LLC | 114 | $3.00 萬 | 0.01% | – | – |
| Lindbrook Capital, LLC | 113 | $3.00 萬 | 0.01% | – | – |
| TCI Wealth Advisors, Inc. | 117 | $3.10 萬 | 0.01% | – | – |
| RMR Wealth Builders | 120 | $3.10 萬 | 0.01% | – | – |
| Disciplined Investments, LLC | 119 | $3.10 萬 | 0.02% | – | – |
| Tradition Wealth Management, LLC | 124 | $3.20 萬 | 0.01% | – | – |
| San Francisco Sentry Investment Group (Ca) | 129 | $3.30 萬 | 0.01% | – | – |
| Enterprise Financial Services Corp | 131 | $3.40 萬 | 0.01% | – | – |
| Jackson, Grant Investment Advisers, Inc. | 132 | $3.40 萬 | 0.02% | – | – |
| Arkadios Wealth Advisors | 138 | $3.60 萬 | 0.01% | – | – |
| Pinnacle Bancorp, Inc. | 143 | $3.70 萬 | 0.02% | – | – |
| Brand Asset Management Group, Inc. | 146 | $3.80 萬 | 0.02% | – | – |
| Huntington National Bank | 150 | $3.90 萬 | 0.00% | – | – |
| Resources Management Corp | 150 | $3.90 萬 | 0.01% | – | – |
| Jacobi Capital Management LLC | 150 | $3.90 萬 | 0.01% | – | – |
| Lloyd Advisory Services, LLC. | 150 | $3.90 萬 | 0.02% | – | – |
| FourThought Financial, LLC | 174 | $4.50 萬 | 0.01% | – | – |
| Lenox Wealth Advisors, LLC | 175 | $4.60 萬 | 0.01% | – | – |
| Newfound Research LLC | 184 | $4.80 萬 | 0.11% | – | – |
| Carolinas Wealth Consulting LLC | 190 | $5.00 萬 | 0.01% | – | – |
| Creative Financial Designs Inc | 199 | $5.20 萬 | 0.01% | – | – |
| First Command Bank | 200 | $5.20 萬 | 0.01% | – | – |
| First Command Financial Services, Inc. | 200 | $5.20 萬 | 0.01% | – | – |
| Roble, Belko & Company, Inc | 201 | $5.30 萬 | 0.01% | – | – |
| Valeo Financial Advisors, LLC | 201 | $5.30 萬 | 0.00% | – | – |
