| Angeles Investment Advisors, LLC | 0 | $0 | 0.00% | −444−100.0% | Sold out |
| Forefront Wealth Management Inc. | 0 | $0 | 0.00% | −404−100.0% | Sold out |
| Armstrong, Fleming & Moore, Inc | 0 | $0 | 0.00% | −394−100.0% | Sold out |
| Threadgill Financial, LLC | 0 | $0 | 0.00% | −383−100.0% | Sold out |
| Empirical Asset Management, LLC | 0 | $0 | 0.00% | −84,191−100.0% | Sold out |
| Aspiriant, LLC | 0 | $0 | 0.00% | −376−100.0% | Sold out |
| ASB Consultores, LLC | 0 | $0 | 0.00% | −362−100.0% | Sold out |
| MONECO Advisors, LLC | 0 | $0 | 0.00% | −361−100.0% | Sold out |
| Unique Wealth Strategies, LLC | 0 | $0 | 0.00% | −360−100.0% | Sold out |
| Blue Barn Wealth, LLC | 0 | $0 | 0.00% | −354−100.0% | Sold out |
| Concord Asset Management, LLC | 0 | $0 | 0.00% | −349−100.0% | Sold out |
| Blueprint Investment Partners LLC | 0 | $0 | 0.00% | −348−100.0% | Sold out |
| Texas Capital Bank Wealth Management Services Inc | 0 | $0 | 0.00% | −344−100.0% | Sold out |
| Matrix Private Capital Group LLC | 0 | $0 | 0.00% | −343−100.0% | Sold out |
| Strive Asset Management, LLC | 0 | $0 | 0.00% | −342−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −338−100.0% | Sold out |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −332−100.0% | Sold out |
| GWN Securities Inc. | 0 | $0 | 0.00% | −314−100.0% | Sold out |
| Pines Wealth Management, LLC | 0 | $0 | 0.00% | −309−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −326−100.0% | Sold out |
| Baker Tilly Wealth Management, LLC | 0 | $0 | 0.00% | −314−100.0% | Sold out |
| Howard Bailey Securities, LLC | 0 | $0 | 0.00% | −314−100.0% | Sold out |
| IMS Capital Management | 0 | $0 | 0.00% | −312−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −308−100.0% | Sold out |
| Steigerwald, Gordon & Koch Inc. | 0 | $0 | 0.00% | −305−100.0% | Sold out |
| Ironsides Asset Advisors, LLC | 0 | $0 | 0.00% | −304−100.0% | Sold out |
| United Bank | 0 | $0 | 0.00% | −302−100.0% | Sold out |
| Cullinan Associates Inc | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Purus Wealth Management, LLC | 0 | $0 | 0.00% | −298−100.0% | Sold out |
| Harbor Advisory Corp | 0 | $0 | 0.00% | −295−100.0% | Sold out |
| Topsail Wealth Management, LLC | 0 | $0 | 0.00% | −295−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −190−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −170−100.0% | Sold out |
| New Wave Wealth Advisors LLC | 0 | $0 | 0.00% | −163−100.0% | Sold out |
| Pathway Financial Advisers, LLC | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −137−100.0% | Sold out |
| Ameliora Wealth Management Ltd. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| Pilgrim Partners Asia Pte Ltd | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Piscataqua Savings Bank | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Sugar Maple Asset Management, LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Caitlin John, LLC | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Stance Capital LLC | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Roxbury Financial LLC | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Pacific Capital Wealth Advisors, Inc | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Financial Avengers, Inc. | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Decker Retirement Planning Inc. | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Milestone Investment Advisors LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Financial Life Planners | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| EnRich Financial Partners LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| FPC Investment Advisory, Inc. | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Conquis Financial LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Pineridge Advisors LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| FLP Wealth Management, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Indiana Trust & Investment Management CO | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Talon Private Wealth, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Lee Danner & Bass Inc | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Operose Advisors LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Human Investing LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Wingate Wealth Advisors, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| BOK Financial Private Wealth, Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Delos Wealth Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Colonial Trust Co | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Coastline Trust Co | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Madison Investment Advisors, LLC | – | – | – | – | Not filed |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |
| Zions Bancorporation, N.A. | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Oliver Lagore Vanvalin Investment Group | – | – | – | – | Not filed |
| Vise Technologies, Inc. | – | – | – | – | Not filed |
| Geller Advisors LLC | – | – | – | – | Not filed |
| Lake Street Advisors Group, LLC | – | – | – | – | Not filed |
| Oxford Wealth Group, LLC | – | – | – | – | Not filed |
| Financial Gravity Companies, Inc. | – | – | – | – | Not filed |
| Avitas Wealth Management LLC | – | – | – | – | Not filed |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Bray Capital Advisors | – | – | – | – | Not filed |
| Mosley Wealth Management | – | – | – | – | Not filed |
| Natixis Investment Managers International | – | – | – | – | Not filed |
| Executive Wealth Management, LLC | – | – | – | – | Not filed |
| Hilltop National Bank | – | – | – | – | Not filed |
| Kolinsky Wealth Management, LLC | – | – | – | – | Not filed |
| TrinityPoint Wealth, LLC | – | – | – | – | Not filed |
| Chapman Financial Group, LLC | – | – | – | – | Not filed |
| Strategic Wealth Partners, Ltd. | – | – | – | – | Not filed |
| Edge Capital Group, LLC | – | – | – | – | Not filed |
| Legacy Investment Solutions, LLC | – | – | – | – | Not filed |
| Sugarloaf Wealth Management, LLC | – | – | – | – | Not filed |
| Wintrust Investments LLC | – | – | – | – | Not filed |
| Criterion Capital Advisors, LLC | – | – | – | – | Not filed |
| Cassady Schiller Wealth Management, LLC | – | – | – | – | Not filed |
| Householder Group Estate & Retirement Specialist, LLC | – | – | – | – | Not filed |
| WR Wealth Planners, LLC | – | – | – | – | Not filed |
| HBC Financial Services, PLLC | – | – | – | – | Not filed |
