| Laidlaw Wealth Management LLC | 0 | $0 | 0.00% | −542−100.0% | Sold out |
| Curi Capital | 0 | $0 | 0.00% | −531−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −529−100.0% | Sold out |
| 3Chopt Investment Partners, LLC | 0 | $0 | 0.00% | −520−100.0% | Sold out |
| Peachtree Investment Partners, LLC | 0 | $0 | 0.00% | −515−100.0% | Sold out |
| Winthrop Capital Management, LLC | 0 | $0 | 0.00% | −489−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −484−100.0% | Sold out |
| Fulton Breakefield Broenniman LLC | 0 | $0 | 0.00% | −483−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −460−100.0% | Sold out |
| Rosenbaum Jay D. | 0 | $0 | 0.00% | −442−100.0% | Sold out |
| Alethea Capital Management, LLC | 0 | $0 | 0.00% | −425−100.0% | Sold out |
| Apexium Financial, LP | 0 | $0 | 0.00% | −418−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −401−100.0% | Sold out |
| Sargent Investment Group, LLC | 0 | $0 | 0.00% | −387−100.0% | Sold out |
| Robinson Smith Wealth Advisors LLC | 0 | $0 | 0.00% | −374−100.0% | Sold out |
| Keystone Financial Planning, Inc. | 0 | $0 | 0.00% | −369−100.0% | Sold out |
| Frisch Financial Group, Inc. | 0 | $0 | 0.00% | −361−100.0% | Sold out |
| Partners Capital Investment Group, LLP | 0 | $0 | 0.00% | −353−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −344−100.0% | Sold out |
| Hamilton Point Investment Advisors, LLC | 0 | $0 | 0.00% | −340−100.0% | Sold out |
| Thrive Capital Management, LLC | 0 | $0 | 0.00% | −332−100.0% | Sold out |
| Shayne & Co., LLC | 0 | $0 | 0.00% | −328−100.0% | Sold out |
| Pensionmark Financial Group, LLC | 0 | $0 | 0.00% | −318−100.0% | Sold out |
| Wrapmanager Inc | 0 | $0 | 0.00% | −313−100.0% | Sold out |
| Wealthstream Advisors, Inc. | 0 | $0 | 0.00% | −298−100.0% | Sold out |
| KRS Capital Management, LLC | 0 | $0 | 0.00% | −296−100.0% | Sold out |
| San Luis Wealth Advisors LLC | 0 | $0 | 0.00% | −292−100.0% | Sold out |
| Princeton Capital Management LLC | 0 | $0 | 0.00% | −272−100.0% | Sold out |
| Kure Advisory, LLC | 0 | $0 | 0.00% | −272−100.0% | Sold out |
| Colonial River Wealth Management, LLC | 0 | $0 | 0.00% | −270−100.0% | Sold out |
| National Philanthropic Trust | 0 | $0 | 0.00% | −267−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −265−100.0% | Sold out |
| Cardinal Strategic Wealth Guidance | 0 | $0 | 0.00% | −259−100.0% | Sold out |
| Pettyjohn, Wood & White, Inc | 0 | $0 | 0.00% | −256−100.0% | Sold out |
| Northcape Wealth Management, LLC | 0 | $0 | 0.00% | −251−100.0% | Sold out |
| LVM Capital Management Ltd | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Lodestone Wealth Management LLC | 0 | $0 | 0.00% | −249−100.0% | Sold out |
| Burney Co | 0 | $0 | 0.00% | −248−100.0% | Sold out |
| Brooktree Capital Management | 0 | $0 | 0.00% | −247−100.0% | Sold out |
| Systematic Alpha Investments, LLC | 0 | $0 | 0.00% | −230−100.0% | Sold out |
| DAGCO, Inc. | 0 | $0 | 0.00% | −187−100.0% | Sold out |
| Resurgent Financial Advisors LLC | 0 | $0 | 0.00% | −170−100.0% | Sold out |
| Thompson Siegel & Walmsley LLC | 0 | $0 | 0.00% | −108−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −86−100.0% | Sold out |
| Arlington Partners LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Rockbridge Investment Management, LCC | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Wiser Advisor Group LLC | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| FSC Wealth Advisors, LLC | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Ameliora Wealth Management Ltd. | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Northwest Financial Advisors | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| LFA - Lugano Financial Advisors SA | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Tennessee Valley Asset Management Partners | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Western Pacific Wealth Management, LP | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Planned Solutions, Inc. | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Distillate Capital Partners LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| O'Dell Group, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| New Millennium Group LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Spotlight Asset Group, Inc. | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Louisbourg Investments Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Provenance Wealth Advisors, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Long Island Wealth Management, Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Morton Brown Family Wealth, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Life Planning Partners, Inc | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| American Capital Advisory, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| M&G Investment Management Ltd | – | – | – | – | Not filed |
| Wade G W & Inc | – | – | – | – | Not filed |
| Telemus Capital, LLC | – | – | – | – | Not filed |
| Charles Carroll Financial Partners, LLC | – | – | – | – | Not filed |
| Sawtooth Solutions, LLC | – | – | – | – | Not filed |
| Columbia Trust Co 01012016 | – | – | – | – | Not filed |
| Moreno Evelyn V | – | – | – | – | Not filed |
| Bartlett & Co. LLC | – | – | – | – | Not filed |
| Focus Financial Network Inc | – | – | – | – | Not filed |
| Rainsberger Wealth Advisors, Inc. | – | – | – | – | Not filed |
| DFPG Investments, LLC | – | – | – | – | Not filed |
| Golden State Equity Partners | – | – | – | – | Not filed |
| Desjardins Global Asset Management Inc. | – | – | – | – | Not filed |
| Alterity Financial Group, LLC | – | – | – | – | Not filed |
| Traverso Chambers Private Wealth Management, LLC | – | – | – | – | Not filed |
| Tilt Investment Management Holdings, PBC | – | – | – | – | Not filed |
| Putnam Investments LLC | – | – | – | – | Not filed |
| Platform Technology Partners | – | – | – | – | Not filed |
| Wealthsource Partners, LLC | – | – | – | – | Not filed |
| Luts & Greenleigh Group, Inc | – | – | – | – | Not filed |
| Spartan Planning & Wealth Management | – | – | – | – | Not filed |
| Coppell Advisory Solutions LLC | – | – | – | – | Not filed |
| Fairfield Financial Advisors, LTD | – | – | – | – | Not filed |
| Baystate Wealth Management LLC | – | – | – | – | Not filed |
| DB Wealth Management Group, LLC | – | – | – | – | Not filed |
| Ashburton (Jersey) Ltd | – | – | – | – | Not filed |
| Nalls Sherbakoff Group, LLC | – | – | – | – | Not filed |
