| Keeler & Nadler Financial Planning & Wealth Management | 0 | $0 | 0.00% | −737−100.0% | Sold out |
| Encompass More Asset Management | 0 | $0 | 0.00% | −736−100.0% | Sold out |
| Grandview Asset Management LLC | 0 | $0 | 0.00% | −735−100.0% | Sold out |
| Embree Financial Group | 0 | $0 | 0.00% | −731−100.0% | Sold out |
| Berkshire Bank | 0 | $0 | 0.00% | −710−100.0% | Sold out |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −708−100.0% | Sold out |
| Essex Savings Bank | 0 | $0 | 0.00% | −707−100.0% | Sold out |
| Allen Mooney & Barnes Investment Advisors LLC | 0 | $0 | 0.00% | −701−100.0% | Sold out |
| Carlson Capital L P | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Miracle Mile Advisors, LLC | 0 | $0 | 0.00% | −699−100.0% | Sold out |
| Sierra Ocean, LLC | 0 | $0 | 0.00% | −697−100.0% | Sold out |
| Cornerstone Wealth Management, LLC | 0 | $0 | 0.00% | −695−100.0% | Sold out |
| Essex Financial Services, Inc. | 0 | $0 | 0.00% | −693−100.0% | Sold out |
| Formidable Asset Management, LLC | 0 | $0 | 0.00% | −669−100.0% | Sold out |
| Fielder Capital Group LLC | 0 | $0 | 0.00% | −690−100.0% | Sold out |
| Relyea Zuckerberg Hanson LLC | 0 | $0 | 0.00% | −686−100.0% | Sold out |
| D'Orazio & Associates, Inc. | 0 | $0 | 0.00% | −682−100.0% | Sold out |
| Fragasso Group Inc. | 0 | $0 | 0.00% | −679−100.0% | Sold out |
| Kuhn & Co Investment Counsel | 0 | $0 | 0.00% | −678−100.0% | Sold out |
| von Borstel & Associates, Inc. | 0 | $0 | 0.00% | −839−100.0% | Sold out |
| GW Henssler & Associates Ltd | 0 | $0 | 0.00% | −675−100.0% | Sold out |
| BBR Partners, LLC | 0 | $0 | 0.00% | −671−100.0% | Sold out |
| Wealth Architects, LLC | 0 | $0 | 0.00% | −671−100.0% | Sold out |
| Wealth Alliance | 0 | $0 | 0.00% | −665−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −663−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −661−100.0% | Sold out |
| Volterra Technologies LP | 0 | $0 | 0.00% | −661−100.0% | Sold out |
| Everhart Financial Group, Inc. | 0 | $0 | 0.00% | −661−100.0% | Sold out |
| Mengis Capital Management, Inc. | 0 | $0 | 0.00% | −660−100.0% | Sold out |
| Great Diamond Partners, LLC | 0 | $0 | 0.00% | −660−100.0% | Sold out |
| Fayez Sarofim & Co | 0 | $0 | 0.00% | −659−100.0% | Sold out |
| Signature Estate & Investment Advisors LLC | 0 | $0 | 0.00% | −655−100.0% | Sold out |
| Symphony Financial, Ltd. Co. | 0 | $0 | 0.00% | −655−100.0% | Sold out |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −653−100.0% | Sold out |
| JT Stratford LLC | 0 | $0 | 0.00% | −652−100.0% | Sold out |
| Paradigm Financial Partners, LLC | 0 | $0 | 0.00% | −649−100.0% | Sold out |
| Premier Path Wealth Partners, LLC | 0 | $0 | 0.00% | −649−100.0% | Sold out |
| Moss Adams Wealth Advisors LLC | 0 | $0 | 0.00% | −648−100.0% | Sold out |
| Chelsea Counsel Co | 0 | $0 | 0.00% | −475−100.0% | Sold out |
| TruNorth Capital Management, LLC | 0 | $0 | 0.00% | −468−100.0% | Sold out |
| Catalyst Capital Advisors LLC | 0 | $0 | 0.00% | −434−100.0% | Sold out |
| Grey Fox Wealth Advisors, LLC | 0 | $0 | 0.00% | −418−100.0% | Sold out |
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −318−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −205−100.0% | Sold out |
| TSFG, LLC | 0 | $0 | 0.00% | −171−100.0% | Sold out |
| Stuart Chaussee & Associates, Inc. | 0 | $0 | 0.00% | −162−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −157−100.0% | Sold out |
| Financial Life Planners | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Centennial Bank | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Evergreen Private Wealth LLC | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| Painted Porch Advisors LLC | 0 | $0 | 0.00% | −74−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Keener Financial Planning LLC | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Missouri Trust & Investment Co | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Quintet Private Bank (Europe) S.A. | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| TD Capital Management LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Palisade Asset Management, LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| HighMark Wealth Management LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Quest 10 Wealth Builders, Inc. | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Orion Capital Management LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Winnow Wealth LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Core Alternative Capital | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Avalon Trust Co | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Hurley Capital, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Stone House Investment Management, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Sonora Investment Management Group, LLC | – | – | – | – | Not filed |
| Bristlecone Advisors, LLC | – | – | – | – | Not filed |
| D. Scott Neal, Inc. | – | – | – | – | Not filed |
| CIBC Bancorp USA Inc. | – | – | – | – | Not filed |
| Synovus Financial Corp | – | – | – | – | Not filed |
| Glenmede Investment Management, LP | – | – | – | – | Not filed |
| Wolverine Trading, LLC | – | – | – | – | Not filed |
| Pinebridge Investments, L.P. | – | – | – | – | Not filed |
| Court Place Advisors, LLC | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |
| Promus Capital, LLC | – | – | – | – | Not filed |
| Pinnacle Financial Partners Inc | – | – | – | – | Not filed |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |
| Full Sail Capital, LLC | – | – | – | – | Not filed |
| Country Club Bank | – | – | – | – | Not filed |
| RiverGlades Family Offices LLC | – | – | – | – | Not filed |
| Texas Capital Bancshares Inc | – | – | – | – | Not filed |
| Oak Hill Wealth Advisors, LLC | – | – | – | – | Not filed |
| Defined Financial Planning LLC | – | – | – | – | Not filed |
| Fullcircle Wealth LLC | – | – | – | – | Not filed |
| Eisler Capital Management Ltd. | – | – | – | – | Not filed |
| Creekmur Asset Management LLC | – | – | – | – | Not filed |
| Stonegate Investment Group, LLC | – | – | – | – | Not filed |
| West Oak Capital, LLC | – | – | – | – | Not filed |
| Binnacle Investments Inc | – | – | – | – | Not filed |
| Hemington Wealth Management | – | – | – | – | Not filed |
| Guerra Advisors Inc | – | – | – | – | Not filed |
| Pineridge Advisors LLC | – | – | – | – | Not filed |
