| Cape Ann Savings Bank | 0 | $0 | 0.00% | −510−100.0% | Sold out |
| Keystone Wealth Services, LLC | 0 | $0 | 0.00% | −510−100.0% | Sold out |
| Am Investment Strategies LLC | 0 | $0 | 0.00% | −510−100.0% | Sold out |
| QTR Family Wealth, LLC | 0 | $0 | 0.00% | −490−100.0% | Sold out |
| Absolute Capital Management, LLC | 0 | $0 | 0.00% | −505−100.0% | Sold out |
| Treasure Coast Financial Planning | 0 | $0 | 0.00% | −505−100.0% | Sold out |
| Presper Financial Architects, LLC | 0 | $0 | 0.00% | −502−100.0% | Sold out |
| Lowe Brockenbrough & Co Inc | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Meridian Management Co | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Berkeley Capital Partners, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Hurlow Wealth Management Group, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| KRS Capital Management, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Kuhn & Co Investment Counsel | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Charter Capital Management, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Hunter Perkins Capital Management, LLC | 0 | $0 | 0.00% | – | Sold out |
| Ascension Capital Advisors, Inc. | 0 | $0 | 0.00% | −499−100.0% | Sold out |
| Secured Retirement Advisors, LLC | 0 | $0 | 0.00% | −495−100.0% | Sold out |
| Jim Saulnier & Associates, LLC | 0 | $0 | 0.00% | −494−100.0% | Sold out |
| KC Investment Advisors, LLC | 0 | $0 | 0.00% | −492−100.0% | Sold out |
| Cornerstone Capital, Inc. | 0 | $0 | 0.00% | −490−100.0% | Sold out |
| SeaBridge Investment Advisors LLC | 0 | $0 | 0.00% | −489−100.0% | Sold out |
| Planned Solutions, Inc. | 0 | $0 | 0.00% | −488−100.0% | Sold out |
| CVFG LLC | 0 | $0 | 0.00% | −487−100.0% | Sold out |
| Trueblood Wealth Management, LLC | 0 | $0 | 0.00% | −487−100.0% | Sold out |
| Hutchinson Capital Management | 0 | $0 | 0.00% | −485−100.0% | Sold out |
| McGowan Group Asset Management, Inc. | 0 | $0 | 0.00% | −485−100.0% | Sold out |
| LJI Wealth Management, LLC | 0 | $0 | 0.00% | −484−100.0% | Sold out |
| ATLas Financial Planning LLC | 0 | $0 | 0.00% | −482−100.0% | Sold out |
| Advocate Group LLC | 0 | $0 | 0.00% | −480−100.0% | Sold out |
| Planning Alternatives Ltd | 0 | $0 | 0.00% | −479−100.0% | Sold out |
| Brooks, Moore & Associates, Inc. | 0 | $0 | 0.00% | −479−100.0% | Sold out |
| Kropog Financial Group, LLC | 0 | $0 | 0.00% | −479−100.0% | Sold out |
| Fortitude Financial, LLC | 0 | $0 | 0.00% | −478−100.0% | Sold out |
| Clear Trail Advisors, LLC | 0 | $0 | 0.00% | −478−100.0% | Sold out |
| Presilium Private Wealth, LLC | 0 | $0 | 0.00% | −475−100.0% | Sold out |
| Cushing Capital Partners, LLC | 0 | $0 | 0.00% | −475−100.0% | Sold out |
| Gibraltar Capital Management, Inc. | 0 | $0 | 0.00% | −472−100.0% | Sold out |
| Muirfield Wealth Advisors LLC | 0 | $0 | 0.00% | −472−100.0% | Sold out |
| Warren Street Wealth Advisors, LLC | 0 | $0 | 0.00% | −471−100.0% | Sold out |
| Garrison Point Advisors, LLC | 0 | $0 | 0.00% | −471−100.0% | Sold out |
| Affinity Capital Advisors, LLC | 0 | $0 | 0.00% | −471−100.0% | Sold out |
| Hofer & Associates. Inc | 0 | $0 | 0.00% | −471−100.0% | Sold out |
| American State Bank (Iowa) | 0 | $0 | 0.00% | −471−100.0% | Sold out |
| Wallace Advisory Group, LLC | 0 | $0 | 0.00% | −470−100.0% | Sold out |
| Topsail Wealth Management, LLC | 0 | $0 | 0.00% | −470−100.0% | Sold out |
| Fusion Capital, LLC | 0 | $0 | 0.00% | −469−100.0% | Sold out |
| Prospect Financial Services LLC | 0 | $0 | 0.00% | −469−100.0% | Sold out |
| Connors Investor Services Inc | 0 | $0 | 0.00% | −468−100.0% | Sold out |
| Mustard Seed Financial, LLC | 0 | $0 | 0.00% | −465−100.0% | Sold out |
| MidAtlantic Capital Management, Inc. | 0 | $0 | 0.00% | −465−100.0% | Sold out |
| Trinity Wealth Management, LLC | 0 | $0 | 0.00% | −430−100.0% | Sold out |
| Retiremitten Financial LLC | 0 | $0 | 0.00% | −223−100.0% | Sold out |
| Imprint Wealth LLC | 0 | $0 | 0.00% | −199−100.0% | Sold out |
| Legend Capital Advisors LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Chapman Financial Group, LLC | 0 | $0 | 0.00% | −147−100.0% | Sold out |
| Ballast Advisors LLC | 0 | $0 | 0.00% | −133−100.0% | Sold out |
| Capital & Planning, LLC | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Magnolia Wealth Management, LLC | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Bank of Jackson Hole Trust | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| Aspiring Ventures, LLC | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| True Link Financial Advisors, LLC | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Wall Street Financial Group, Inc. | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| Longview Financial Advisors, Inc. | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| Parvin Asset Management, LLC | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| Wealth Science Advisors LLC | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Intentional Wealth Strategies, LLC | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| TopTier Wealth Management, LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Barnes Dennig Private Wealth Management LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Global Wealth Strategies & Associates | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Portus Wealth Advisors, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Carolina Wealth Advisors, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |
| Bedell Frazier Investment Counseling, LLC | – | – | – | – | Not filed |
| Evelyn Partners Asset Management Ltd | – | – | – | – | Not filed |
| Evelyn Partners Investment Management (Europe) Ltd | – | – | – | – | Not filed |
| Exencial Wealth Advisors, LLC | – | – | – | – | Not filed |
| U.S. Capital Wealth Advisors, LLC | – | – | – | – | Not filed |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| J. R. Prunier Capital Management LLC | – | – | – | – | Not filed |
| Jaffetilchin Investment Partners, LLC | – | – | – | – | Not filed |
| VectorGlobal IAG, Inc. | – | – | – | – | Not filed |
| Evelyn Partners Investment Management LLP | – | – | – | – | Not filed |
| RoundAngle Advisors LLC | – | – | – | – | Not filed |
| Sandbox Financial Partners, LLC | – | – | – | – | Not filed |
| Leo Wealth, LLC | – | – | – | – | Not filed |
| Evelyn Partners Investment Management Services Ltd | – | – | – | – | Not filed |
| Coordinated Financial Services, Inc. | – | – | – | – | Not filed |
| Northeast Financial Group, Inc. | – | – | – | – | Not filed |
| Gibbs Wealth Management | – | – | – | – | Not filed |
| Farmers Trust Co | – | – | – | – | Not filed |
| Mill Creek Capital Advisors, LLC | – | – | – | – | Not filed |
| GM Advisory Group, Inc. | – | – | – | – | Not filed |
| Capstone Wealth Management Group LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |
| Journey Strategic Wealth LLC | – | – | – | – | Not filed |
| Fortress Financial Solutions, LLC | – | – | – | – | Not filed |
| Smart Portfolios, LLC | – | – | – | – | Not filed |
