| World Equity Group, Inc. | 0 | $0 | 0.00% | −3,963−100.0% | Sold out |
| Monument Capital Management | 0 | $0 | 0.00% | −3,954−100.0% | Sold out |
| Cornerstone Wealth Group, LLC | 0 | $0 | 0.00% | −3,934−100.0% | Sold out |
| Vista Investment Partners LLC | 0 | $0 | 0.00% | −3,927−100.0% | Sold out |
| Great Diamond Partners, LLC | 0 | $0 | 0.00% | −3,888−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −3,884−100.0% | Sold out |
| Reynders McVeigh Capital Management, LLC | 0 | $0 | 0.00% | −3,888−100.0% | Sold out |
| Alpha Omega Wealth Management LLC | 0 | $0 | 0.00% | −3,867−100.0% | Sold out |
| Taylor Financial Group, Inc. | 0 | $0 | 0.00% | −3,863−100.0% | Sold out |
| Woodley Farra Manion Portfolio Management Inc | 0 | $0 | 0.00% | −3,844−100.0% | Sold out |
| Peddock Capital Advisors, LLC | 0 | $0 | 0.00% | −3,838−100.0% | Sold out |
| Clarus Group, Inc. | 0 | $0 | 0.00% | −3,838−100.0% | Sold out |
| Brendel Financial Advisors LLC | 0 | $0 | 0.00% | −3,822−100.0% | Sold out |
| Cohen Capital Management, Inc. | 0 | $0 | 0.00% | −3,810−100.0% | Sold out |
| Community Bank of Raymore | 0 | $0 | 0.00% | −3,801−100.0% | Sold out |
| Howland Capital Management LLC | 0 | $0 | 0.00% | −3,778−100.0% | Sold out |
| Nicholas Hoffman & Company, LLC. | 0 | $0 | 0.00% | −3,756−100.0% | Sold out |
| Fidelity D & D Bancorp Inc | 0 | $0 | 0.00% | −3,738−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −3,734−100.0% | Sold out |
| Founders Financial Alliance, LLC | 0 | $0 | 0.00% | −3,726−100.0% | Sold out |
| KKM Financial LLC | 0 | $0 | 0.00% | −3,701−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −3,681−100.0% | Sold out |
| Integris Wealth Management, LLC | 0 | $0 | 0.00% | −3,666−100.0% | Sold out |
| Alta Advisers Ltd | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Gilliland Jeter Wealth Management LLC | 0 | $0 | 0.00% | −1,698−100.0% | Sold out |
| Archer Investment Corp | 0 | $0 | 0.00% | −1,185−100.0% | Sold out |
| Uncommon Cents Investing LLC | 0 | $0 | 0.00% | −990−100.0% | Sold out |
| Arrow Financial Corp | 0 | $0 | 0.00% | −981−100.0% | Sold out |
| Rational Advisors LLC | 0 | $0 | 0.00% | −833−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −794−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −777−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −732−100.0% | Sold out |
| Hobbs Group Advisors, LLC | 0 | $0 | 0.00% | −721−100.0% | Sold out |
| Reston Wealth Management LLC | 0 | $0 | 0.00% | −636−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −619−100.0% | Sold out |
| Voisard Asset Management Group, Inc. | 0 | $0 | 0.00% | −326−100.0% | Sold out |
| Northwest Financial Advisors | 0 | $0 | 0.00% | −309−100.0% | Sold out |
| Legend Financial Advisors, Inc. | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Partnership Wealth Management, LLC | 0 | $0 | 0.00% | −249−100.0% | Sold out |
| Western Pacific Wealth Management, LP | 0 | $0 | 0.00% | −248−100.0% | Sold out |
| Financial Network Wealth Advisors LLC | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| General Partner, Inc. | 0 | $0 | 0.00% | −159−100.0% | Sold out |
| Dynamic Wealth Strategies, LLC | 0 | $0 | 0.00% | −142−100.0% | Sold out |
| Foster Dykema Cabot & Partners, LLC | 0 | $0 | 0.00% | −141−100.0% | Sold out |
| Livelsberger Financial Advisory | 0 | $0 | 0.00% | −136−100.0% | Sold out |
| Beach Investment Counsel Inc | 0 | $0 | 0.00% | −133−100.0% | Sold out |
| West Branch Capital LLC | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| Talon Private Wealth, LLC | 0 | $0 | 0.00% | −104−100.0% | Sold out |
| Wells Financial Advisors INC | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Atlantic Edge Private Wealth Management, LLC | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| Frazier Financial Advisors, LLC | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Stone House Investment Management, LLC | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Planned Solutions, Inc. | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Red Tortoise LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| McMahon Financial Advisors, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Dogwood Wealth Management LLC | 0 | $0 | 0.00% | 0 | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Raymond James Trust N.A. | – | – | – | – | Not filed |
| Insight Folios Inc | – | – | – | – | Not filed |
| Fort Pitt Capital Group, LLC | – | – | – | – | Not filed |
| SpiderRock Advisors, LLC | – | – | – | – | Not filed |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| Rakuten Investment Management, Inc. | – | – | – | – | Not filed |
| Oakview Capital Management, L.P. | – | – | – | – | Not filed |
| Eisler Capital (US) LLC | – | – | – | – | Not filed |
| Axiom Advisory, LLC | – | – | – | – | Not filed |
| Kowal Investment Group, LLC | – | – | – | – | Not filed |
| Argent Financial Group, Inc. | – | – | – | – | Not filed |
| Diversified, LLC | – | – | – | – | Not filed |
| 9258 Wealth Management, LLC | – | – | – | – | Not filed |
| Pioneer Wealth Management Group | – | – | – | – | Not filed |
| FinTrust Capital Advisors, LLC | – | – | – | – | Not filed |
| Inscription Capital, LLC | – | – | – | – | Not filed |
| Carmichael Hill & Associates, Inc. | – | – | – | – | Not filed |
| GYL Financial Synergies, LLC | – | – | – | – | Not filed |
| Peterson Financial Group, Inc. | – | – | – | – | Not filed |
| First Personal Financial Services | – | – | – | – | Not filed |
| Naples Money Management LLC | – | – | – | – | Not filed |
| Northwest Investment Counselors, LLC | – | – | – | – | Not filed |
| Annapolis Financial Services, LLC | – | – | – | – | Not filed |
| Planning Capital Management Corp | – | – | – | – | Not filed |
| M&R Capital Management Inc | – | – | – | – | Not filed |
| Alpine Bank Wealth Management | – | – | – | – | Not filed |
| WFA of San Diego, LLC | – | – | – | – | Not filed |
| Abich Financial Wealth Management LLC | – | – | – | – | Not filed |
| ClariVest Asset Management LLC | – | – | – | – | Not filed |
| VitalStone Financial, LLC | – | – | – | – | Not filed |
