| CFM Wealth Partners LLC | 0 | $0 | 0.00% | −1,307−100.0% | Sold out |
| Archford Capital Strategies, LLC | 0 | $0 | 0.00% | −1,301−100.0% | Sold out |
| West Wealth Group, LLC | 0 | $0 | 0.00% | −1,301−100.0% | Sold out |
| Weybosset Research & Management LLC | 0 | $0 | 0.00% | −1,299−100.0% | Sold out |
| SLT Holdings LLC | 0 | $0 | 0.00% | −1,294−100.0% | Sold out |
| Cypress Point Wealth Management, LLC | 0 | $0 | 0.00% | −1,290−100.0% | Sold out |
| Baron Financial Group, LLC | 0 | $0 | 0.00% | −1,275−100.0% | Sold out |
| Bouchey Financial Group Ltd | 0 | $0 | 0.00% | −1,271−100.0% | Sold out |
| Meadow Creek Wealth Advisors LLC | 0 | $0 | 0.00% | −1,262−100.0% | Sold out |
| American Trust | 0 | $0 | 0.00% | −1,261−100.0% | Sold out |
| Evernest Financial Advisors, LLC | 0 | $0 | 0.00% | −1,261−100.0% | Sold out |
| Sage Investment Counsel LLC | 0 | $0 | 0.00% | −1,251−100.0% | Sold out |
| Watershed Private Wealth LLC | 0 | $0 | 0.00% | −1,251−100.0% | Sold out |
| Walkner Condon Financial Advisors LLC | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| Aspire Capital Advisors LLC | 0 | $0 | 0.00% | −1,248−100.0% | Sold out |
| Bridges Investment Management Inc | 0 | $0 | 0.00% | −1,248−100.0% | Sold out |
| Aspiring Ventures, LLC | 0 | $0 | 0.00% | −1,196−100.0% | Sold out |
| American Trust Investment Advisors, LLC | 0 | $0 | 0.00% | −1,240−100.0% | Sold out |
| Commonwealth Financial Services, LLC | 0 | $0 | 0.00% | −1,228−100.0% | Sold out |
| One Wealth Capital Management, LLC | 0 | $0 | 0.00% | −1,219−100.0% | Sold out |
| Patton Albertson Miller Group, LLC | 0 | $0 | 0.00% | −1,215−100.0% | Sold out |
| Attessa Capital LLC | 0 | $0 | 0.00% | −1,215−100.0% | Sold out |
| Act Wealth Management, LLC | 0 | $0 | 0.00% | −1,210−100.0% | Sold out |
| Hohimer Wealth Management, LLC | 0 | $0 | 0.00% | −1,202−100.0% | Sold out |
| Indie Asset Partners, LLC | 0 | $0 | 0.00% | −1,202−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | −1,203−100.0% | Sold out |
| Lipe & Dalton | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Stordahl Capital Management, Inc. | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Cornerstone Wealth Advisors, Inc. | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| New Wave Wealth Advisors LLC | 0 | $0 | 0.00% | −1,199−100.0% | Sold out |
| Moment Partners, LLC | 0 | $0 | 0.00% | −1,192−100.0% | Sold out |
| Slagle Financial, LLC | 0 | $0 | 0.00% | −1,189−100.0% | Sold out |
| Values Added Financial LLC | 0 | $0 | 0.00% | −1,187−100.0% | Sold out |
| Insight Wealth Partners, LLC | 0 | $0 | 0.00% | −1,183−100.0% | Sold out |
| Israel Discount Bank of New York | 0 | $0 | 0.00% | −1,180−100.0% | Sold out |
| Quilter Plc | 0 | $0 | 0.00% | −1,180−100.0% | Sold out |
| Note Advisors, LLC | 0 | $0 | 0.00% | −1,174−100.0% | Sold out |
| Retirement Investment Advisors, Inc. | 0 | $0 | 0.00% | −1,169−100.0% | Sold out |
| Rice Partnership, LLC | 0 | $0 | 0.00% | −1,169−100.0% | Sold out |
| Circle Wealth Management, LLC | 0 | $0 | 0.00% | −1,164−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −1,024−100.0% | Sold out |
| Gordian Capital Singapore Pte Ltd | 0 | $0 | 0.00% | −1,020−100.0% | Sold out |
| Valley Forge Investment Consultants Inc Adv | 0 | $0 | 0.00% | −1,004−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −704−100.0% | Sold out |
| Stelac Advisory Services LLC | 0 | $0 | 0.00% | −592−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −513−100.0% | Sold out |
| Transcendent Capital Group LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −426−100.0% | Sold out |
| Ruedi Wealth Management, Inc. | 0 | $0 | 0.00% | −375−100.0% | Sold out |
| Oarsman Capital, Inc. | 0 | $0 | 0.00% | −258−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −251−100.0% | Sold out |
| Kieckhefer Group LLC | 0 | $0 | 0.00% | −225−100.0% | Sold out |
| Bernard Wealth Management Corp. | 0 | $0 | 0.00% | −199−100.0% | Sold out |
| Family CFO Inc | 0 | $0 | 0.00% | −184−100.0% | Sold out |
| Clean Yield Group | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Hoey Investments, Inc | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Central Pacific Bank - Trust Division | 0 | $0 | 0.00% | −92−100.0% | Sold out |
| Live Oak Investment Partners | 0 | $0 | 0.00% | – | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| FPC Investment Advisory, Inc. | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Bank of Jackson Hole Trust | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Clark Wealth Partners | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Conquis Financial LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Alexis Investment Partners, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| MeadowBrook Investment Advisors LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Capital & Planning, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Capital A Wealth Management, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Winthrop Capital Management, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Sugar Maple Asset Management, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| One River Asset Management, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Lake Street Advisors Group, LLC | – | – | – | – | Not filed |
| Lantern Wealth Advisors, LLC | – | – | – | – | Not filed |
| Avitas Wealth Management LLC | – | – | – | – | Not filed |
| Edge Capital Group, LLC | – | – | – | – | Not filed |
| Boston Financial Mangement LLC | – | – | – | – | Not filed |
| Blue Capital, Inc. | – | – | – | – | Not filed |
| TrinityPoint Wealth, LLC | – | – | – | – | Not filed |
| Hilltop National Bank | – | – | – | – | Not filed |
| Strategic Wealth Partners, Ltd. | – | – | – | – | Not filed |
| Vise Technologies, Inc. | – | – | – | – | Not filed |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |
| Northwest Bank & Trust Co | – | – | – | – | Not filed |
| Executive Wealth Management, LLC | – | – | – | – | Not filed |
| Sherman Porfolios, LLC | – | – | – | – | Not filed |
| Mosley Wealth Management | – | – | – | – | Not filed |
| Coordinated Financial Services, Inc. | – | – | – | – | Not filed |
| Wills Financial Group, Inc. | – | – | – | – | Not filed |
| Lakeview Capital Partners, LLC | – | – | – | – | Not filed |
| Fairhaven Wealth Management, LLC | – | – | – | – | Not filed |
| Gray Wealth Management Inc. | – | – | – | – | Not filed |
| Eagle Ridge Investment Management | – | – | – | – | Not filed |
| Geller Advisors LLC | – | – | – | – | Not filed |
| Zimmermann Investment Management & Planning LLC | – | – | – | – | Not filed |
| Madison Investment Advisors, LLC | – | – | – | – | Not filed |
| Kolinsky Wealth Management, LLC | – | – | – | – | Not filed |
