| American Trust | 0 | $0 | 0.00% | −1,024−100.0% | Sold out |
| Cottonwood Capital Advisors, LLC | 0 | $0 | 0.00% | −1,020−100.0% | Sold out |
| BayBridge Capital Group, LLC | 0 | $0 | 0.00% | −1,012−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −997−100.0% | Sold out |
| TFB Advisors LLC | 0 | $0 | 0.00% | −970−100.0% | Sold out |
| Royal Fund Management, LLC | 0 | $0 | 0.00% | −967−100.0% | Sold out |
| Berry Wealth Group, LP | 0 | $0 | 0.00% | −960−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −950−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −945−100.0% | Sold out |
| Principal Street Partners, LLC | 0 | $0 | 0.00% | −944−100.0% | Sold out |
| Smith Chas P & Associates Pa Cpas | 0 | $0 | 0.00% | −942−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −941−100.0% | Sold out |
| Canandaigua National Trust Co of Florida | 0 | $0 | 0.00% | −934−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −915−100.0% | Sold out |
| ASB Consultores, LLC | 0 | $0 | 0.00% | −893−100.0% | Sold out |
| PFG Private Wealth Management, LLC | 0 | $0 | 0.00% | −887−100.0% | Sold out |
| Oarsman Capital, Inc. | 0 | $0 | 0.00% | −885−100.0% | Sold out |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −880−100.0% | Sold out |
| Smith & Howard Wealth Management, LLC | 0 | $0 | 0.00% | −861−100.0% | Sold out |
| Antonelli Financial Advisors, LLC | 0 | $0 | 0.00% | −835−100.0% | Sold out |
| Kelly Financial Services LLC | 0 | $0 | 0.00% | −788−100.0% | Sold out |
| Wealth Dimensions Group, Ltd. | 0 | $0 | 0.00% | −761−100.0% | Sold out |
| TrueWealth Advisors, LLC | 0 | $0 | 0.00% | −758−100.0% | Sold out |
| New Wave Wealth Advisors LLC | 0 | $0 | 0.00% | −722−100.0% | Sold out |
| QVR LLC | 0 | $0 | 0.00% | −721−100.0% | Sold out |
| Retireful, LLC | 0 | $0 | 0.00% | −709−100.0% | Sold out |
| ERn Financial, LLC | 0 | $0 | 0.00% | −692−100.0% | Sold out |
| Reuter James Wealth Management, LLC | 0 | $0 | 0.00% | −688−100.0% | Sold out |
| Three Bridge Wealth Advisors, LLC | 0 | $0 | 0.00% | −676−100.0% | Sold out |
| Trinity Financial Advisors LLC | 0 | $0 | 0.00% | −660−100.0% | Sold out |
| Goldstone Financial Group, LLC | 0 | $0 | 0.00% | −639−100.0% | Sold out |
| Buck Wealth Strategies, LLC | 0 | $0 | 0.00% | −649−100.0% | Sold out |
| Aspen Grove Capital, LLC | 0 | $0 | 0.00% | −648−100.0% | Sold out |
| Curated Wealth Partners LLC | 0 | $0 | 0.00% | −640−100.0% | Sold out |
| Foronjy Financial LLC | 0 | $0 | 0.00% | −639−100.0% | Sold out |
| BCS Wealth Management | 0 | $0 | 0.00% | −636−100.0% | Sold out |
| Lantern Wealth Advisors, LLC | 0 | $0 | 0.00% | −632−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −653−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −346−100.0% | Sold out |
| Wood Tarver Financial Group, LLC | 0 | $0 | 0.00% | −255−100.0% | Sold out |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −244−100.0% | Sold out |
| Putney Financial Group LLC | 0 | $0 | 0.00% | −232−100.0% | Sold out |
| Winthrop Capital Management, LLC | 0 | $0 | 0.00% | −230−100.0% | Sold out |
| Total Investment Management Inc | 0 | $0 | 0.00% | −224−100.0% | Sold out |
| Intact Investment Management Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −165−100.0% | Sold out |
| Sierra Ocean, LLC | 0 | $0 | 0.00% | −136−100.0% | Sold out |
| MorganRosel Wealth Management, LLC | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| Atticus Wealth Management, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Investment Management Corp | 0 | $0 | 0.00% | −97−100.0% | Sold out |
| Briaud Financial Planning, Inc | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| Maseco LLP | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| BOK Financial Private Wealth, Inc. | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| WealthTrak Capital Management LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| CarsonAllaria Wealth Management, Ltd. | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Barnes Dennig Private Wealth Management LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Transce3nd, LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Traub Capital Management LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Eq Wealth Advisors, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Kiker Wealth Management, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |
| Congress Wealth Management LLC | – | – | – | – | Not filed |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | – | – | – | – | Not filed |
| EP Wealth Advisors, LLC | – | – | – | – | Not filed |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |
| Atria Wealth Solutions, Inc. | – | – | – | – | Not filed |
| AlpenGlobal Capital LLC | – | – | – | – | Not filed |
| Grassi Investment Management | – | – | – | – | Not filed |
| First Horizon Advisors, Inc. | – | – | – | – | Not filed |
| Oliver Lagore Vanvalin Investment Group | – | – | – | – | Not filed |
| Aurora Private Wealth, Inc. | – | – | – | – | Not filed |
| Graypoint LLC | – | – | – | – | Not filed |
| IronOak Wealth LLC. | – | – | – | – | Not filed |
| Forte Capital LLC | – | – | – | – | Not filed |
| J. W. Coons Advisors, LLC | – | – | – | – | Not filed |
| Prairie Sky Financial Group LLC | – | – | – | – | Not filed |
| Talon Private Wealth, LLC | – | – | – | – | Not filed |
| Moser Wealth Advisors, LLC | – | – | – | – | Not filed |
| Union Savings Bank | – | – | – | – | Not filed |
| Good Life Advisors, LLC | – | – | – | – | Not filed |
| Keudell/Morrison Wealth Management | – | – | – | – | Not filed |
| SRN Advisors, LLC | – | – | – | – | Not filed |
| Northeast Financial Consultants Inc | – | – | – | – | Not filed |
| E Fund Management Co., Ltd. | – | – | – | – | Not filed |
| Breed's Hill Capital LLC | – | – | – | – | Not filed |
| Schnieders Capital Management LLC | – | – | – | – | Not filed |
| Hamilton Capital, LLC | – | – | – | – | Not filed |
| Wealth Group, Ltd. | – | – | – | – | Not filed |
| North Dallas Bank & Trust Co | – | – | – | – | Not filed |
| Stonebridge Capital Management Inc | – | – | – | – | Not filed |
| Omnitrust Wealth Management, Inc | – | – | – | – | Not filed |
| Tyler-Stone Wealth Management | – | – | – | – | Not filed |
| Semmax Financial Advisors Inc. | – | – | – | – | Not filed |
| Iron Horse Wealth Management, LLC | – | – | – | – | Not filed |
| Better Money Decisions, LLC | – | – | – | – | Not filed |
| Centricity Wealth Management, LLC | – | – | – | – | Not filed |
| PrairieView Partners, LLC | – | – | – | – | Not filed |
| Atlas Capital Advisors LLC | – | – | – | – | Not filed |
