| Blackston Financial Advisory Group, LLC | 0 | $0 | 0.00% | −998−100.0% | Sold out |
| Renaissance Group LLC | 0 | $0 | 0.00% | −990−100.0% | Sold out |
| Texas Capital Bank Wealth Management Services Inc | 0 | $0 | 0.00% | −988−100.0% | Sold out |
| Crew Capital Management, Ltd. | 0 | $0 | 0.00% | −985−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −983−100.0% | Sold out |
| Portfolio Design Labs, LLC | 0 | $0 | 0.00% | −943−100.0% | Sold out |
| Cullen Capital Management LLC | 0 | $0 | 0.00% | −930−100.0% | Sold out |
| Consolidated Portfolio Review Corp | 0 | $0 | 0.00% | −923−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −922−100.0% | Sold out |
| Punch & Associates Investment Management, Inc. | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Alpha Financial Partners, LLC | 0 | $0 | 0.00% | −892−100.0% | Sold out |
| OneAscent Wealth Management LLC | 0 | $0 | 0.00% | −893−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −879−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −864−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −864−100.0% | Sold out |
| Aurora Private Wealth, Inc. | 0 | $0 | 0.00% | −859−100.0% | Sold out |
| Carlson Capital Management | 0 | $0 | 0.00% | −852−100.0% | Sold out |
| Carl Stuart Investment Advisor, Inc | 0 | $0 | 0.00% | −836−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −826−100.0% | Sold out |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −816−100.0% | Sold out |
| Clarkston Capital Partners, LLC | 0 | $0 | 0.00% | −796−100.0% | Sold out |
| Geneva Partners, LLC | 0 | $0 | 0.00% | −793−100.0% | Sold out |
| McGlone Suttner Wealth Management, Inc. | 0 | $0 | 0.00% | −786−100.0% | Sold out |
| Wescott Financial Advisory Group, LLC | 0 | $0 | 0.00% | −772−100.0% | Sold out |
| Custom Index Systems, LLC | 0 | $0 | 0.00% | −769−100.0% | Sold out |
| Invst, LLC | 0 | $0 | 0.00% | −699−100.0% | Sold out |
| ABLE Financial Group, LLC | 0 | $0 | 0.00% | −766−100.0% | Sold out |
| Acorn Financial Advisory Services Inc | 0 | $0 | 0.00% | −764−100.0% | Sold out |
| Grant/GrossMendelsohn, LLC | 0 | $0 | 0.00% | −686−100.0% | Sold out |
| Safeguard Investment Advisory Group, LLC | 0 | $0 | 0.00% | −737−100.0% | Sold out |
| Clarus Wealth Advisors | 0 | $0 | 0.00% | −695−100.0% | Sold out |
| Latitude Advisors, LLC | 0 | $0 | 0.00% | −729−100.0% | Sold out |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −728−100.0% | Sold out |
| Darwin Advisors, LLC | 0 | $0 | 0.00% | −722−100.0% | Sold out |
| Firethorn Wealth Partners, LLC | 0 | $0 | 0.00% | −721−100.0% | Sold out |
| Kidder Stephen W | 0 | $0 | 0.00% | −710−100.0% | Sold out |
| Investment Partners Asset Management, Inc. | 0 | $0 | 0.00% | −702−100.0% | Sold out |
| Massachusetts Institute of Technology | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Weybosset Research & Management LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| New World Advisors LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| WealthTrust Asset Management, LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| TriaGen Wealth Management LLC | 0 | $0 | 0.00% | −697−100.0% | Sold out |
| American Institute for Advanced Investment Management, LLP | 0 | $0 | 0.00% | −695−100.0% | Sold out |
| BCS Wealth Management | 0 | $0 | 0.00% | −693−100.0% | Sold out |
| AJOVista, LLC | 0 | $0 | 0.00% | −659−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −520−100.0% | Sold out |
| Rockbridge Investment Management, LCC | 0 | $0 | 0.00% | −474−100.0% | Sold out |
| O'Dell Group, LLC | 0 | $0 | 0.00% | −466−100.0% | Sold out |
| Mango Five Family, Inc. | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Front Street Capital Management, Inc. | 0 | $0 | 0.00% | −423−100.0% | Sold out |
| EdgeRock Capital LLC | 0 | $0 | 0.00% | −371−100.0% | Sold out |
| Financial Connections Group, Inc. | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Northwest Financial Advisors | 0 | $0 | 0.00% | −279−100.0% | Sold out |
| Tennessee Valley Asset Management Partners | 0 | $0 | 0.00% | −275−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −243−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −233−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −217−100.0% | Sold out |
| Livelsberger Financial Advisory | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| Level Financial Advisors, Inc. | 0 | $0 | 0.00% | −174−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −163−100.0% | Sold out |
| Garner Asset Management Corp | 0 | $0 | 0.00% | −160−100.0% | Sold out |
| LM Advisors LLC | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| Planned Solutions, Inc. | 0 | $0 | 0.00% | −104−100.0% | Sold out |
| United Community Bank | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Clear Investment Research, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Able Wealth Management LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| New Millennium Group LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| VitalStone Financial, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Vaughan Nelson Investment Management, L.P. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Bartlett & Co. LLC | – | – | – | – | Not filed |
| Putnam Investments LLC | – | – | – | – | Not filed |
| Wade G W & Inc | – | – | – | – | Not filed |
| M&G Investment Management Ltd | – | – | – | – | Not filed |
| Telemus Capital, LLC | – | – | – | – | Not filed |
| Lee Danner & Bass Inc | – | – | – | – | Not filed |
| Sawtooth Solutions, LLC | – | – | – | – | Not filed |
| Alan B. Lancz & Associates, Inc. | – | – | – | – | Not filed |
| DFPG Investments, LLC | – | – | – | – | Not filed |
| Ledge Wealth Management, Inc. | – | – | – | – | Not filed |
| Cannell Peter B & Co Inc | – | – | – | – | Not filed |
| Golden State Equity Partners | – | – | – | – | Not filed |
| Coppell Advisory Solutions LLC | – | – | – | – | Not filed |
| Fairfield Financial Advisors, LTD | – | – | – | – | Not filed |
| Focus Financial Network Inc | – | – | – | – | Not filed |
| Platform Technology Partners | – | – | – | – | Not filed |
| Wealthsource Partners, LLC | – | – | – | – | Not filed |
| Hudson Portfolio Management LLC | – | – | – | – | Not filed |
| Desjardins Global Asset Management Inc. | – | – | – | – | Not filed |
| Traverso Chambers Private Wealth Management, LLC | – | – | – | – | Not filed |
| Rainsberger Wealth Advisors, Inc. | – | – | – | – | Not filed |
| Tilt Investment Management Holdings, PBC | – | – | – | – | Not filed |
| Columbia Trust Co 01012016 | – | – | – | – | Not filed |
| Baystate Wealth Management LLC | – | – | – | – | Not filed |
| Alterity Financial Group, LLC | – | – | – | – | Not filed |
| Provence Wealth Management Group | – | – | – | – | Not filed |
| Financial Advisors Network, Inc. | – | – | – | – | Not filed |
| Strategic Wealth Designers | – | – | – | – | Not filed |
| Spartan Planning & Wealth Management | – | – | – | – | Not filed |
