| River Street Advisors LLC | 0 | $0 | 0.00% | −4,945−100.0% | Sold out |
| SCS Capital Management LLC | 0 | $0 | 0.00% | −4,855−100.0% | Sold out |
| PPS&V Asset Management Consultants, Inc. | 0 | $0 | 0.00% | −4,837−100.0% | Sold out |
| Spartan Planning & Wealth Management | 0 | $0 | 0.00% | −4,824−100.0% | Sold out |
| LGT Fund Management Co Ltd. | 0 | $0 | 0.00% | −4,672−100.0% | Sold out |
| Diversified Management Inc | 0 | $0 | 0.00% | −4,602−100.0% | Sold out |
| Insigneo Advisory Services, LLC | 0 | $0 | 0.00% | −4,590−100.0% | Sold out |
| Oak Harbor Wealth Partners, LLC | 0 | $0 | 0.00% | −4,525−100.0% | Sold out |
| Wescott Financial Advisory Group, LLC | 0 | $0 | 0.00% | −4,366−100.0% | Sold out |
| Financial Security Advisor, Inc. | 0 | $0 | 0.00% | −4,362−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −4,302−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −4,142−100.0% | Sold out |
| Wall Street Financial Group, Inc. | 0 | $0 | 0.00% | −4,112−100.0% | Sold out |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | $0 | 0.00% | −4,106−100.0% | Sold out |
| Signature Estate & Investment Advisors LLC | 0 | $0 | 0.00% | −4,048−100.0% | Sold out |
| Berkshire Bank | 0 | $0 | 0.00% | −4,026−100.0% | Sold out |
| Carderock Capital Management Inc | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Strong Retirement Solutions LLC | 0 | $0 | 0.00% | −3,996−100.0% | Sold out |
| Alvarez & Marsal Private Wealth Partners, LLC | 0 | $0 | 0.00% | −3,915−100.0% | Sold out |
| Smith Thornton Advisors LLC | 0 | $0 | 0.00% | −3,829−100.0% | Sold out |
| Tyche Wealth Partners LLC | 0 | $0 | 0.00% | −3,817−100.0% | Sold out |
| Roehl & Yi Investment Advisors, LLC | 0 | $0 | 0.00% | −3,781−100.0% | Sold out |
| PYA Waltman Capital, LLC | 0 | $0 | 0.00% | −3,737−100.0% | Sold out |
| Madison Asset Management, LLC | 0 | $0 | 0.00% | −3,712−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −3,707−100.0% | Sold out |
| Churchill Financial Advisors, LLC | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| Hamel Associates, Inc. | 0 | $0 | 0.00% | −3,622−100.0% | Sold out |
| EJMK Ventures LLC | 0 | $0 | 0.00% | −3,619−100.0% | Sold out |
| Trillium Asset Management, LLC | 0 | $0 | 0.00% | −3,612−100.0% | Sold out |
| Atlas Legacy Advisors, LLC | 0 | $0 | 0.00% | −3,569−100.0% | Sold out |
| Everest Management Corp. | 0 | $0 | 0.00% | −3,469−100.0% | Sold out |
| Pines Wealth Management, LLC | 0 | $0 | 0.00% | −3,435−100.0% | Sold out |
| Beacon Financial Advisory LLC | 0 | $0 | 0.00% | −3,408−100.0% | Sold out |
| Mason & Associates, LLC | 0 | $0 | 0.00% | −3,403−100.0% | Sold out |
| Ewa, LLC | 0 | $0 | 0.00% | −3,392−100.0% | Sold out |
| Strategy Asset Managers LLC | 0 | $0 | 0.00% | −3,391−100.0% | Sold out |
| Harmony Asset Management LLC | 0 | $0 | 0.00% | −3,390−100.0% | Sold out |
| Intergy Private Wealth, LLC | 0 | $0 | 0.00% | −3,388−100.0% | Sold out |
| Armbruster Capital Management, Inc. | 0 | $0 | 0.00% | −3,387−100.0% | Sold out |
| Quantum Private Wealth, LLC | 0 | $0 | 0.00% | −3,374−100.0% | Sold out |
| Klingenstein Fields & Co LP | 0 | $0 | 0.00% | −3,366−100.0% | Sold out |
| Empirical Asset Management, LLC | 0 | $0 | 0.00% | −3,364−100.0% | Sold out |
| Sand Hill Global Advisors, LLC | 0 | $0 | 0.00% | −3,353−100.0% | Sold out |
| Prasad Wealth Partners, LLC | 0 | $0 | 0.00% | −3,315−100.0% | Sold out |
| Payne Capital Management, LLC | 0 | $0 | 0.00% | −3,313−100.0% | Sold out |
| Gilliland Jeter Wealth Management LLC | 0 | $0 | 0.00% | −3,312−100.0% | Sold out |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −2,543−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −2,105−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,031−100.0% | Sold out |
| Archetype Wealth Partners | 0 | $0 | 0.00% | −1,857−100.0% | Sold out |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −1,793−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,697−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −1,651−100.0% | Sold out |
| Longview Financial Advisors, Inc. | 0 | $0 | 0.00% | −1,450−100.0% | Sold out |
| TopTier Wealth Management, LLC | 0 | $0 | 0.00% | −1,397−100.0% | Sold out |
| Bank of Jackson Hole Trust | 0 | $0 | 0.00% | −1,340−100.0% | Sold out |
| WFA of San Diego, LLC | 0 | $0 | 0.00% | −1,063−100.0% | Sold out |
| Missouri Trust & Investment Co | 0 | $0 | 0.00% | −1,030−100.0% | Sold out |
| Global Wealth Strategies & Associates | 0 | $0 | 0.00% | −925−100.0% | Sold out |
| Timothy G. Youngquist 2020 Irrevocable Trust | 0 | $0 | 0.00% | −718−100.0% | Sold out |
| Global Assets Advisory, LLC | 0 | $0 | 0.00% | −628−100.0% | Sold out |
| Intentional Wealth Strategies, LLC | 0 | $0 | 0.00% | −615−100.0% | Sold out |
| Clear Investment Research, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Legend Capital Advisors LLC | 0 | $0 | 0.00% | −435−100.0% | Sold out |
| Financial Freedom, LLC | 0 | $0 | 0.00% | −409−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −384−100.0% | Sold out |
| SMA Capital LLC | 0 | $0 | 0.00% | −359−100.0% | Sold out |
| Acumen Wealth Advisors, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Marathon Trading Investment Management LLC | 0 | $0 | 0.00% | −198−100.0% | Sold out |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −167−100.0% | Sold out |
| Gould Capital, LLC | 0 | $0 | 0.00% | −160−100.0% | Sold out |
| Goodman Advisory Group, LLC | 0 | $0 | 0.00% | −143−100.0% | Sold out |
| Aviso Financial Inc. | 0 | $0 | 0.00% | −137−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| True Link Financial Advisors, LLC | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Magnolia Wealth Management, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Portus Wealth Advisors, LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| J.Safra Asset Management Corp | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Portfolio Resources Advisor Group, Inc. | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Meramec Financial Planners, LLC | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Bard Associates Inc | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Legacy Wealth Managment, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| First Pacific Financial | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Merkkuri Wealth Advisors LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Nvest Wealth Strategies, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Retiremitten Financial LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| TruWealth Advisors, LLC | – | – | – | – | Not filed |
| Signature Wealth Management Group | – | – | – | – | Not filed |
| Leo Wealth, LLC | – | – | – | – | Not filed |
| Skopos Labs, Inc. | – | – | – | – | Not filed |
| Millington Securities, LLC | – | – | – | – | Not filed |
| U.S. Capital Wealth Advisors, LLC | – | – | – | – | Not filed |
| Gibbs Wealth Management | – | – | – | – | Not filed |
| Arcadia Investment Management Corp | – | – | – | – | Not filed |
| Canandaigua National Corp | – | – | – | – | Not filed |
| Exencial Wealth Advisors, LLC | – | – | – | – | Not filed |
| Journey Strategic Wealth LLC | – | – | – | – | Not filed |