| Waypoint Wealth Partners Inc. | 0 | $0 | 0.00% | −782−100.0% | Sold out |
| McGlone Suttner Wealth Management, Inc. | 0 | $0 | 0.00% | −776−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −766−100.0% | Sold out |
| Source Financial Advisors LLC | 0 | $0 | 0.00% | −751−100.0% | Sold out |
| Bank of Stockton | 0 | $0 | 0.00% | −735−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −723−100.0% | Sold out |
| Trail Ridge Investment Advisors, LLC | 0 | $0 | 0.00% | −721−100.0% | Sold out |
| Ssi Investment Management LLC | 0 | $0 | 0.00% | −708−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Aspen Investment Management Inc | 0 | $0 | 0.00% | −692−100.0% | Sold out |
| Vicus Capital | 0 | $0 | 0.00% | −684−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −676−100.0% | Sold out |
| Financial Network Wealth Management LLC | 0 | $0 | 0.00% | −673−100.0% | Sold out |
| OmniStar Financial Group, Inc. | 0 | $0 | 0.00% | −645−100.0% | Sold out |
| Kercheville Advisors, LLC | 0 | $0 | 0.00% | −640−100.0% | Sold out |
| Marks Group Wealth Management, Inc | 0 | $0 | 0.00% | −636−100.0% | Sold out |
| Keating Investment Counselors Inc | 0 | $0 | 0.00% | −635−100.0% | Sold out |
| Maltin Wealth Management, Inc. | 0 | $0 | 0.00% | −633−100.0% | Sold out |
| Verum Partners LLC | 0 | $0 | 0.00% | −623−100.0% | Sold out |
| Cohen Lawrence B | 0 | $0 | 0.00% | −615−100.0% | Sold out |
| Goldstein Advisors, LLC | 0 | $0 | 0.00% | −603−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| WJ Wealth Management, LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Rollins Financial | 0 | $0 | 0.00% | −584−100.0% | Sold out |
| Wellspring Financial Advisors, LLC | 0 | $0 | 0.00% | −577−100.0% | Sold out |
| CIC Wealth, LLC | 0 | $0 | 0.00% | −575−100.0% | Sold out |
| Wharton Business Group, LLC | 0 | $0 | 0.00% | −575−100.0% | Sold out |
| Garrison Point Advisors, LLC | 0 | $0 | 0.00% | −570−100.0% | Sold out |
| MinichMacGregor Wealth Management, LLC | 0 | $0 | 0.00% | −570−100.0% | Sold out |
| Sepio Capital, LP | 0 | $0 | 0.00% | −568−100.0% | Sold out |
| BetterWealth, LLC | 0 | $0 | 0.00% | −568−100.0% | Sold out |
| Pinnacle Family Advisors, LLC | 0 | $0 | 0.00% | −565−100.0% | Sold out |
| Crescent Sterling, Ltd. | 0 | $0 | 0.00% | −563−100.0% | Sold out |
| Outlook Wealth Advisors, LLC | 0 | $0 | 0.00% | −562−100.0% | Sold out |
| Fulcrum Equity Management | 0 | $0 | 0.00% | −561−100.0% | Sold out |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −559−100.0% | Sold out |
| W Advisors, LLC | 0 | $0 | 0.00% | −557−100.0% | Sold out |
| Hutchinson Capital Management | 0 | $0 | 0.00% | −553−100.0% | Sold out |
| Notis-McConarty Edward | 0 | $0 | 0.00% | −550−100.0% | Sold out |
| Wilkinson Global Asset Management LLC | 0 | $0 | 0.00% | −550−100.0% | Sold out |
| Lodestone Wealth Management LLC | 0 | $0 | 0.00% | −550−100.0% | Sold out |
| Private Wealth Advisors | 0 | $0 | 0.00% | −550−100.0% | Sold out |
| R. W. Roge & Company, Inc. | 0 | $0 | 0.00% | −550−100.0% | Sold out |
| WestHill Financial Advisors, Inc. | 0 | $0 | 0.00% | −549−100.0% | Sold out |
| Aua Capital Management, LLC | 0 | $0 | 0.00% | −524−100.0% | Sold out |
| WD Rutherford LLC | 0 | $0 | 0.00% | −520−100.0% | Sold out |
| WFA of San Diego, LLC | 0 | $0 | 0.00% | −474−100.0% | Sold out |
| Seldon Capital LP | 0 | $0 | 0.00% | −404−100.0% | Sold out |
| Sierra Capital LLC | 0 | $0 | 0.00% | −302−100.0% | Sold out |
| QVR LLC | 0 | $0 | 0.00% | −296−100.0% | Sold out |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −266−100.0% | Sold out |
| Emerald Mutual Fund Advisers Trust | 0 | $0 | 0.00% | −258−100.0% | Sold out |
| Goodwin Investment Advisory | 0 | $0 | 0.00% | −249−100.0% | Sold out |
| EWG Elevate Inc. | 0 | $0 | 0.00% | −241−100.0% | Sold out |
| Kraematon Investment Advisors, Inc | 0 | $0 | 0.00% | −168−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −166−100.0% | Sold out |
| VitalStone Financial, LLC | 0 | $0 | 0.00% | −128−100.0% | Sold out |
| Interactive Financial Advisors | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Freedom Wealth Alliance, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −91−100.0% | Sold out |
| Islay Capital Management, LLC | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Win Advisors, Inc | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| McElhenny Sheffield Capital Management, LLC | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Paragon Wealth Strategies, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| My Personal CFO, LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| FWL Investment Management, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Coppell Advisory Solutions Corp. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Davidson Capital Management Inc. | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Rothschild & Co Asset Management US Inc. | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| Abeille Asset Management SA | – | – | – | – | Not filed |
| Personal Capital Advisors Corp | – | – | – | – | Not filed |
| Allstate Investment Management Co | – | – | – | – | Not filed |
| Burleson & Company, LLC | – | – | – | – | Not filed |
| Gofen & Glossberg LLC | – | – | – | – | Not filed |
| Pendal Group Limited | – | – | – | – | Not filed |
| ARGI Investment Services, LLC | – | – | – | – | Not filed |
| Seeyond | – | – | – | – | Not filed |
| Icon Wealth Advisors, LLC | – | – | – | – | Not filed |
| Gamble Jones Investment Counsel | – | – | – | – | Not filed |
| Sargent Bickham Lagudis LLC | – | – | – | – | Not filed |
| Heritage Wealth Management, LLC | – | – | – | – | Not filed |
| Alaska Permanent Fund Corp | – | – | – | – | Not filed |
| Claraphi Advisory Network, LLC | – | – | – | – | Not filed |
| First Citizens Financial Corp | – | – | – | – | Not filed |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |
| Boenning & Scattergood, Inc. | – | – | – | – | Not filed |
| Bennicas & Associates, Inc. | – | – | – | – | Not filed |
| Canandaigua National Corp | – | – | – | – | Not filed |
| Laurel Wealth Advisors, Inc. | – | – | – | – | Not filed |
| Probity Advisors, Inc. | – | – | – | – | Not filed |
| Zeke Capital Advisors, LLC | – | – | – | – | Not filed |
| Regent Investment Management LLC | – | – | – | – | Not filed |
| Harrison & Co Wealth Management, LLC | – | – | – | – | Not filed |
| Hotaling Investment Management, LLC | – | – | – | – | Not filed |
| S.C. Financial Services, Inc. | – | – | – | – | Not filed |
| Perpetual Investment Management Ltd | – | – | – | – | Not filed |
