| Retirement Group, LLC | 313 | $4,000 | 0.00% | – | – |
| Savior LLC | 272 | $4,000 | 0.00% | – | – |
| NWK Group, Inc. | 310 | $4,000 | 0.00% | – | – |
| Moser Wealth Advisors, LLC | 294 | $4,000 | 0.00% | – | – |
| Annapolis Financial Services, LLC | 321 | $4,000 | 0.00% | – | – |
| DB Wealth Management Group, LLC | 274 | $4,000 | 0.00% | – | – |
| ShoreHaven Wealth Partners, LLC | 258 | $4,000 | 0.00% | – | – |
| EMC Capital Management | 298 | $4,000 | 0.00% | – | – |
| IMA Wealth, Inc. | 377 | $5,000 | 0.00% | – | – |
| New Capital Management LP | 372 | $5,000 | 0.00% | – | – |
| Ellis Investment Partners, LLC | 336 | $5,000 | 0.00% | – | – |
| Seven Springs Wealth Group, LLC | 325 | $5,000 | 0.00% | – | – |
| McCarthy Asset Management, Inc. | 336 | $5,000 | 0.00% | – | – |
| RWM Asset Management, LLC | 327 | $5,000 | 0.00% | – | – |
| Prentice Wealth Management LLC | 367 | $5,000 | 0.00% | – | – |
| Financial Perspectives, Inc | 73,468 | $5,259 | 0.26% | – | – |
| 1832 Asset Management L.P. | 456 | $6,000 | 0.00% | – | – |
| Assetmark, Inc | 437 | $6,000 | 0.00% | – | – |
| Private Ocean, LLC | 435 | $6,000 | 0.00% | – | – |
| Ellevest, Inc. | 417 | $6,000 | 0.00% | – | – |
| CX Institutional | 431 | $6,000 | 0.00% | – | – |
| HHM Wealth Advisors, LLC | 452 | $6,000 | 0.00% | – | – |
| Thornburg Investment Management Inc | 483 | $7,000 | 0.00% | – | – |
| Country Trust Bank | 470 | $7,000 | 0.00% | – | – |
| American Research & Management Co. | 508 | $7,000 | 0.00% | – | – |
| D'Orazio & Associates, Inc. | 523 | $7,000 | 0.00% | – | – |
| Cedar Wealth Management, LLC | 501 | $7,000 | 0.00% | – | – |
| Princeton Global Asset Management LLC | 480 | $7,000 | 0.00% | – | – |
| CBIZ Investment Advisory Services, LLC | – | $7,000 | 0.00% | – | – |
| Atlas Private Wealth Management | 472 | $7,000 | 0.00% | – | – |
| Kelly Financial Services LLC | 553 | $7,725 | 0.00% | – | – |
| Jones Financial Companies LLLP | 558 | $8,000 | 0.00% | – | – |
| Cranbrook Wealth Management, LLC | 545 | $8,000 | 0.00% | – | – |
| Tortoise Investment Management, LLC | 580 | $8,000 | 0.00% | – | – |
| Bogart Wealth, LLC | 572 | $8,000 | 0.00% | – | – |
| Brand Asset Management Group, Inc. | 549 | $8,000 | 0.00% | – | – |
| Firestone Capital Management | 591 | $8,000 | 0.00% | – | – |
| McClarren Financial Advisors, Inc. | 569 | $8,000 | 0.01% | – | – |
| Better Money Decisions, LLC | 558 | $8,000 | 0.01% | – | – |
| James Investment Research Inc | 616 | $9,000 | 0.00% | – | – |
| First Washington CORP | 620 | $9,000 | 0.00% | – | – |
| Harel Insurance Investments & Financial Services Ltd. | 237 | $9,000 | 0.00% | – | – |
| Copeland Capital Management, LLC | 617 | $9,000 | 0.00% | – | – |
| Hoertkorn Richard Charles | 633 | $9,000 | 0.00% | – | – |
| Versant Capital Management, Inc | 627 | $9,000 | 0.00% | – | – |
| Coastal Capital Group, Inc. | 642 | $9,000 | 0.00% | – | – |
| Atticus Wealth Management, LLC | 672 | $9,000 | 0.00% | – | – |
| Summit Wealth Group, LLC | 642 | $9,000 | 0.01% | – | – |
| Laffer Tengler Investments | 672 | $9,387 | 0.00% | – | – |
| Sun Life Financial INC | 689 | $1.00 萬 | 0.00% | – | – |
| Motco | 734 | $1.00 萬 | 0.00% | – | – |
| Tradewinds Capital Management, LLC | 704 | $1.00 萬 | 0.00% | – | – |
| Legacy Bridge, LLC | 710 | $1.00 萬 | 0.01% | – | – |
| Pacific Center for Financial Services | 691 | $1.00 萬 | 0.00% | – | – |
| WealthShield Partners, LLC | 746 | $1.00 萬 | 0.00% | – | – |
| Semmax Financial Advisors Inc. | 695 | $1.00 萬 | 0.00% | – | – |
| Sierra Capital LLC | 717 | $1.00 萬 | 0.00% | – | – |
| Rockbridge Investment Management, LCC | 684 | $1.00 萬 | 0.00% | – | – |
| Manchester Financial Inc | 813 | $1.10 萬 | 0.01% | – | – |
| AlphaMark Advisors, LLC | 763 | $1.10 萬 | 0.00% | – | – |
| Financial Management Professionals, Inc. | 798 | $1.10 萬 | 0.00% | – | – |
| Blume Capital Management, Inc. | 776 | $1.10 萬 | 0.00% | – | – |
| Moisand Fitzgerald Tamayo, LLC | 815 | $1.10 萬 | 0.00% | – | – |
| Grandview Asset Management LLC | 772 | $1.10 萬 | 0.01% | – | – |
| TSFG, LLC | 757 | $1.10 萬 | 0.01% | – | – |
| CVA Family Office, LLC | 763 | $1.10 萬 | 0.00% | – | – |
| Mine & Arao Wealth Creation & Management, LLC. | 758 | $1.10 萬 | 0.01% | – | – |
| Charter Oak Capital Management, LLC | 769 | $1.10 萬 | 0.00% | – | – |
| Disciplined Investments, LLC | 820 | $1.10 萬 | 0.01% | – | – |
| Heritage Wealth Management, LLC | 795 | $1.10 萬 | 0.01% | – | – |
| Phoenix Wealth Advisors | 785 | $1.10 萬 | 0.01% | – | – |
| Proffitt & Goodson Inc | 882 | $1.20 萬 | 0.00% | – | – |
| Westside Investment Management, Inc. | 908 | $1.20 萬 | 0.00% | – | – |
| BDO Wealth Advisors, LLC | 883 | $1.20 萬 | 0.00% | – | – |
| Meridian Wealth Partners, LLC | 861 | $1.20 萬 | 0.00% | – | – |
| Stonehage Fleming Financial Services Holdings Ltd | 833 | $1.20 萬 | 0.00% | – | – |
| Cedar Mountain Advisors, LLC | 838 | $1.20 萬 | 0.00% | – | – |
| Lumature Wealth Partners, LLC | 825 | $1.20 萬 | 0.01% | – | – |
| Financial Avengers, Inc. | 833 | $1.20 萬 | 0.01% | – | – |
| Psagot Investment House Ltd. | 901 | $1.30 萬 | 0.00% | – | – |
| Cordasco Financial Network | 896 | $1.30 萬 | 0.01% | – | – |
| Bray Capital Advisors | 929 | $1.30 萬 | 0.00% | – | – |
| Aua Capital Management, LLC | 904 | $1.30 萬 | 0.01% | – | – |
| PrairieView Partners, LLC | 955 | $1.30 萬 | 0.00% | – | – |
| Fiduciary Planning LLC | 954 | $1.30 萬 | 0.02% | – | – |
| Sterling Financial Planning, Inc. | 948 | $1.30 萬 | 0.01% | – | – |
| Global Financial Private Client, LLC | 977 | $1.36 萬 | 0.01% | – | – |
| Kayne Anderson Rudnick Investment Management LLC | 1,011 | $1.40 萬 | 0.00% | – | – |
| Crewe Advisors LLC | 991 | $1.40 萬 | 0.00% | – | – |
| Private Capital Group, LLC | 996 | $1.40 萬 | 0.00% | – | – |
| Lindbrook Capital, LLC | 1,013 | $1.40 萬 | 0.00% | – | – |
| Prestige Wealth Management Group LLC | 1,009 | $1.40 萬 | 0.00% | – | – |
| Bellevue Asset Management, LLC | 1,020 | $1.40 萬 | 0.01% | – | – |
| San Francisco Sentry Investment Group (Ca) | 1,101 | $1.50 萬 | 0.01% | – | – |
| AllSquare Wealth Management LLC | 1,091 | $1.50 萬 | 0.01% | – | – |
| Prime Capital Investment Advisors, LLC | 1,075 | $1.50 萬 | 0.00% | – | – |
| Liberty Wealth Management LLC | 864 | $1.50 萬 | 0.01% | – | – |
| Erste Asset Management GmbH | 1,095 | $1.55 萬 | 0.00% | – | – |
| First Horizon Corp | 1,215 | $1.60 萬 | 0.00% | – | – |
| Spirit of America Management Corp | 1,135 | $1.60 萬 | 0.00% | – | – |
