| Comprehensive Financial Consultants Institutional, Inc. | 0 | $0 | 0.00% | −1,713−100.0% | Sold out |
| Peak Planning Group, LLC | 0 | $0 | 0.00% | −1,845−100.0% | Sold out |
| Americana Partners, LLC | 0 | $0 | 0.00% | −1,839−100.0% | Sold out |
| Cerro Pacific Wealth Advisors LLC | 0 | $0 | 0.00% | −1,839−100.0% | Sold out |
| David Loasby | 0 | $0 | 0.00% | −1,706−100.0% | Sold out |
| Wilkinson Global Asset Management LLC | 0 | $0 | 0.00% | −1,833−100.0% | Sold out |
| ERn Financial, LLC | 0 | $0 | 0.00% | −1,833−100.0% | Sold out |
| Spears Abacus Advisors LLC | 0 | $0 | 0.00% | −1,830−100.0% | Sold out |
| Almanack Investment Partners, LLC. | 0 | $0 | 0.00% | −1,825−100.0% | Sold out |
| Bridgeworth, LLC | 0 | $0 | 0.00% | −1,819−100.0% | Sold out |
| Parisi Gray Wealth Management | 0 | $0 | 0.00% | −1,811−100.0% | Sold out |
| Fort Point Capital Partners LLC | 0 | $0 | 0.00% | −1,808−100.0% | Sold out |
| High Note Wealth, LLC | 0 | $0 | 0.00% | −1,805−100.0% | Sold out |
| Wealth Effects LLC | 0 | $0 | 0.00% | −1,804−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Hixon Zuercher, LLC | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| GraniteShares Advisors LLC | 0 | $0 | 0.00% | −1,798−100.0% | Sold out |
| Tri-Star Advisors Inc. | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Chemistry Wealth Management LLC | 0 | $0 | 0.00% | −1,783−100.0% | Sold out |
| Legacy Financial Advisors, Inc. | 0 | $0 | 0.00% | −1,780−100.0% | Sold out |
| Garner Asset Management Corp | 0 | $0 | 0.00% | −1,776−100.0% | Sold out |
| Northwest Quadrant Wealth Management, LLC | 0 | $0 | 0.00% | −1,774−100.0% | Sold out |
| Keebeck Wealth Management, LLC | 0 | $0 | 0.00% | −1,770−100.0% | Sold out |
| Lakewood Asset Management LLC | 0 | $0 | 0.00% | −1,770−100.0% | Sold out |
| Summit Financial Strategies, Inc. | 0 | $0 | 0.00% | −1,756−100.0% | Sold out |
| Abacus Planning Group, Inc. | 0 | $0 | 0.00% | −1,753−100.0% | Sold out |
| Carl Stuart Investment Advisor, Inc | 0 | $0 | 0.00% | −1,740−100.0% | Sold out |
| Montis Financial, LLC | 0 | $0 | 0.00% | −1,739−100.0% | Sold out |
| Executive Wealth Management, LLC | 0 | $0 | 0.00% | −1,732−100.0% | Sold out |
| Journey Strategic Wealth LLC | 0 | $0 | 0.00% | −1,722−100.0% | Sold out |
| RNC Capital Management LLC | 0 | $0 | 0.00% | −1,719−100.0% | Sold out |
| Ignite Planners, LLC | 0 | $0 | 0.00% | −1,786−100.0% | Sold out |
| Red Wave Investments LLC | 0 | $0 | 0.00% | −1,715−100.0% | Sold out |
| Southern Capital Advisors, LLC | 0 | $0 | 0.00% | −1,713−100.0% | Sold out |
| Elwood & Goetz Wealth Advisory Group, LLC | 0 | $0 | 0.00% | −1,708−100.0% | Sold out |
| Strategic Investment Advisors | 0 | $0 | 0.00% | −1,704−100.0% | Sold out |
| Armbruster Capital Management, Inc. | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Adell Harriman & Carpenter Inc | 0 | $0 | 0.00% | −1,695−100.0% | Sold out |
| Advisors Capital Management, LLC | 0 | $0 | 0.00% | −1,695−100.0% | Sold out |
| Castle Rock Wealth Management, LLC | 0 | $0 | 0.00% | −1,784−100.0% | Sold out |
| Schaper Benz & Wise Investment Counsel Inc | 0 | $0 | 0.00% | −1,670−100.0% | Sold out |
| Matisse Capital | 0 | $0 | 0.00% | −1,668−100.0% | Sold out |
| MinichMacGregor Wealth Management, LLC | 0 | $0 | 0.00% | −1,539−100.0% | Sold out |
| Sierra Capital LLC | 0 | $0 | 0.00% | −1,206−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −1,202−100.0% | Sold out |
| Coppell Advisory Solutions Corp. | 0 | $0 | 0.00% | −1,202−100.0% | Sold out |
| AM Squared Ltd | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −975−100.0% | Sold out |
| Glassy Mountain Advisors, Inc. | 0 | $0 | 0.00% | −870−100.0% | Sold out |
| Blue Chip Partners, Inc. | 0 | $0 | 0.00% | −852−100.0% | Sold out |
| Liberty One Investment Management, LLC | 0 | $0 | 0.00% | −761−100.0% | Sold out |
| Phocas Financial Corp. | 0 | $0 | 0.00% | −630−100.0% | Sold out |
| WFA of San Diego, LLC | 0 | $0 | 0.00% | −613−100.0% | Sold out |
| McElhenny Sheffield Capital Management, LLC | 0 | $0 | 0.00% | −222−100.0% | Sold out |
| 3Chopt Investment Partners, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| EWG Elevate Inc. | 0 | $0 | 0.00% | −481−100.0% | Sold out |
| Rebalance, LLC | 0 | $0 | 0.00% | −348−100.0% | Sold out |
| Kraematon Investment Advisors, Inc | 0 | $0 | 0.00% | −332−100.0% | Sold out |
| Madden Securities Corp | 0 | $0 | 0.00% | −208−100.0% | Sold out |
| FWL Investment Management, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Arcus Capital Partners, LLC | 0 | $0 | 0.00% | −179−100.0% | Sold out |
| Canton Hathaway, LLC | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| Goodwin Investment Advisory | 0 | $0 | 0.00% | −170−100.0% | Sold out |
| General Partner, Inc. | 0 | $0 | 0.00% | −161−100.0% | Sold out |
| Freedom Wealth Alliance, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Aua Capital Management, LLC | 0 | $0 | 0.00% | −142−100.0% | Sold out |
| James Investment Research Inc | 0 | $0 | 0.00% | −114−100.0% | Sold out |
| First National Bank of South Miami | 0 | $0 | 0.00% | −117−100.0% | Sold out |
| Horizons Wealth Management | 0 | $0 | 0.00% | −111−100.0% | Sold out |
| My Personal CFO, LLC | 0 | $0 | 0.00% | −102−100.0% | Sold out |
| Financial Connections Group, Inc. | 0 | $0 | 0.00% | −105−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Johnson Midwest Financial, LLC | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Credential Qtrade Securities Inc. | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| RE Dickinson Investment Advisors, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Ruedi Wealth Management, Inc. | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Trifecta Capital Advisors, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| Gibson Wealth Advisors LLC | – | – | – | – | Not filed |
| Personal Capital Advisors Corp | – | – | – | – | Not filed |
| Gofen & Glossberg LLC | – | – | – | – | Not filed |
| Gamble Jones Investment Counsel | – | – | – | – | Not filed |
| ARGI Investment Services, LLC | – | – | – | – | Not filed |
| Allstate Investment Management Co | – | – | – | – | Not filed |
| Laurel Wealth Advisors, Inc. | – | – | – | – | Not filed |
| Gallagher Benefit Services, Inc. | – | – | – | – | Not filed |
| F3Logic, LLC | – | – | – | – | Not filed |
| Canandaigua National Corp | – | – | – | – | Not filed |
| Pendal Group Limited | – | – | – | – | Not filed |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |
| YorkBridge Wealth Partners, LLC | – | – | – | – | Not filed |
| Financial Partners Capital Management LLC | – | – | – | – | Not filed |
| Seeyond | – | – | – | – | Not filed |
| Sargent Bickham Lagudis LLC | – | – | – | – | Not filed |
| Keystone Financial Group | – | – | – | – | Not filed |
| Regent Investment Management LLC | – | – | – | – | Not filed |
| Trustcore Financial Services, LLC | – | – | – | – | Not filed |
| Ascension Asset Management LLC | – | – | – | – | Not filed |
| Zeke Capital Advisors, LLC | – | – | – | – | Not filed |
