| Prevail Innovative Wealth Advisors, LLC | 0 | $0 | 0.00% | −50,583−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −46,410−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −43,654−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −38,863−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −37,127−100.0% | Sold out |
| Welch & Forbes LLC | 0 | $0 | 0.00% | −29,133−100.0% | Sold out |
| Buck Wealth Strategies, LLC | 0 | $0 | 0.00% | −25,716−100.0% | Sold out |
| Atalanta Sosnoff Capital, LLC | 0 | $0 | 0.00% | −24,000−100.0% | Sold out |
| Perritt Capital Management Inc | 0 | $0 | 0.00% | −21,749−100.0% | Sold out |
| Torrey Growth & Income Advisors | 0 | $0 | 0.00% | −20,080−100.0% | Sold out |
| Partners Group Holding AG | 0 | $0 | 0.00% | −19,324−100.0% | Sold out |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −15,940−100.0% | Sold out |
| Guardian Wealth Advisors, LLC | 0 | $0 | 0.00% | −15,452−100.0% | Sold out |
| First Interstate Bank | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Magnolia Capital Management Ltd | 0 | $0 | 0.00% | −13,015−100.0% | Sold out |
| PFG Advisors | 0 | $0 | 0.00% | −12,132−100.0% | Sold out |
| Kiker Wealth Management, LLC | 0 | $0 | 0.00% | −12,106−100.0% | Sold out |
| Sym Financial Corp | 0 | $0 | 0.00% | −11,375−100.0% | Sold out |
| Integrity Financial Corp | 0 | $0 | 0.00% | −10,490−100.0% | Sold out |
| Finer Wealth Management, Inc. | 0 | $0 | 0.00% | −10,204−100.0% | Sold out |
| Souders Financial Advisors | 0 | $0 | 0.00% | −9,247−100.0% | Sold out |
| New Republic Capital, LLC | 0 | $0 | 0.00% | −8,384−100.0% | Sold out |
| Beaumont Financial Advisors, LLC | 0 | $0 | 0.00% | −8,187−100.0% | Sold out |
| Seven Mile Advisory | 0 | $0 | 0.00% | −8,183−100.0% | Sold out |
| Institute for Wealth Management, LLC. | 0 | $0 | 0.00% | −8,084−100.0% | Sold out |
| Flputnam Investment Management Co | 0 | $0 | 0.00% | −7,749−100.0% | Sold out |
| CWS Financial Advisors, LLC | 0 | $0 | 0.00% | −7,655−100.0% | Sold out |
| Lyell Wealth Management, LP | 0 | $0 | 0.00% | −7,589−100.0% | Sold out |
| USAdvisors Wealth Management, LLC | 0 | $0 | 0.00% | −7,543−100.0% | Sold out |
| Bridgewealth Advisory Group, LLC | 0 | $0 | 0.00% | −7,050−100.0% | Sold out |
| Bedell Frazier Investment Counseling, LLC | 0 | $0 | 0.00% | −6,980−100.0% | Sold out |
| First Citizens Bank & Trust Co | 0 | $0 | 0.00% | −6,945−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −6,936−100.0% | Sold out |
| Vertex Planning Partners, LLC | 0 | $0 | 0.00% | −6,925−100.0% | Sold out |
| Chicago Trust Co NA | 0 | $0 | 0.00% | −6,908−100.0% | Sold out |
| Community Trust & Investment Co | 0 | $0 | 0.00% | −6,850−100.0% | Sold out |
| Intrepid Capital Management Inc | 0 | $0 | 0.00% | −6,653−100.0% | Sold out |
| J Hagan Capital, Inc. | 0 | $0 | 0.00% | −6,544−100.0% | Sold out |
| Community Bank & Trust, Waco, Texas | 0 | $0 | 0.00% | −6,405−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −5,920−100.0% | Sold out |
| Logan Capital Management Inc | 0 | $0 | 0.00% | −5,057−100.0% | Sold out |
| Sterling Capital Management LLC | 0 | $0 | 0.00% | −4,360−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −4,145−100.0% | Sold out |
| Painted Porch Advisors LLC | 0 | $0 | 0.00% | −3,493−100.0% | Sold out |
| Future Financial Wealth Managment LLC | 0 | $0 | 0.00% | −2,550−100.0% | Sold out |
| Marquette Asset Management, LLC | 0 | $0 | 0.00% | −2,453−100.0% | Sold out |
| Webster Bank, N. A. | 0 | $0 | 0.00% | −2,166−100.0% | Sold out |
| Kings Path Partners LLC | 0 | $0 | 0.00% | −2,144−100.0% | Sold out |
| Koesten, Hirschmann & Crabtree, INC. | 0 | $0 | 0.00% | −2,132−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −1,648−100.0% | Sold out |
| Hopwood Financial Services, Inc. | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Main Street Group, LTD | 0 | $0 | 0.00% | −1,344−100.0% | Sold out |
| Palisade Asset Management, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Mascoma Wealth Management LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| North Capital, Inc. | 0 | $0 | 0.00% | −997−100.0% | Sold out |
| Crowley Wealth Management, Inc. | 0 | $0 | 0.00% | −950−100.0% | Sold out |
| Alpine Bank Wealth Management | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| VSM Wealth Advisory, LLC | 0 | $0 | 0.00% | −689−100.0% | Sold out |
| Brown, Lisle/Cummings, Inc. | 0 | $0 | 0.00% | −660−100.0% | Sold out |
| GAMMA Investing LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. | 0 | $0 | 0.00% | −380−100.0% | Sold out |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Glenmede Investment Management, LP | – | – | – | – | Not filed |
| Bard Financial Services, Inc. | – | – | – | – | Not filed |
| Cobblestone Capital Advisors LLC | – | – | – | – | Not filed |
| Chiron Capital Management, LLC | – | – | – | – | Not filed |
| Synovus Financial Corp | – | – | – | – | Not filed |
| Sonora Investment Management Group, LLC | – | – | – | – | Not filed |
| Pinnacle Financial Partners Inc | – | – | – | – | Not filed |
| Country Club Bank | – | – | – | – | Not filed |
| Wolverine Trading, LLC | – | – | – | – | Not filed |
| Optimum Investment Advisors | – | – | – | – | Not filed |
| PBMares Wealth Management LLC | – | – | – | – | Not filed |
| Moloney Securities Asset Management, LLC | – | – | – | – | Not filed |
| RiverGlades Family Offices LLC | – | – | – | – | Not filed |
| JFG Wealth Management, LLC | – | – | – | – | Not filed |
| Lion Street Advisors, LLC | – | – | – | – | Not filed |
| Clare Market Investments LLC | – | – | – | – | Not filed |
| Stonegate Investment Group, LLC | – | – | – | – | Not filed |
| AllSquare Wealth Management LLC | – | – | – | – | Not filed |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |
| WNY Asset Management, LLC | – | – | – | – | Not filed |
| WFA Asset Management Corp | – | – | – | – | Not filed |
| LexAurum Advisors, LLC | – | – | – | – | Not filed |
| Apexium Financial, LP | – | – | – | – | Not filed |
| Full Sail Capital, LLC | – | – | – | – | Not filed |
| Promus Capital, LLC | – | – | – | – | Not filed |
| Creekmur Asset Management LLC | – | – | – | – | Not filed |
| Hemington Wealth Management | – | – | – | – | Not filed |
| Abich Financial Wealth Management LLC | – | – | – | – | Not filed |
| Texas Capital Bancshares Inc | – | – | – | – | Not filed |
| Lowe Wealth Advisors, LLC | – | – | – | – | Not filed |
| Pineridge Advisors LLC | – | – | – | – | Not filed |
