| Calton & Associates, Inc. | 0 | $0 | 0.00% | −6,105−100.0% | Sold out |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −5,919−100.0% | Sold out |
| TrueMark Investments, LLC | 0 | $0 | 0.00% | −5,835−100.0% | Sold out |
| Koss-Olinger Consulting, LLC | 0 | $0 | 0.00% | −5,723−100.0% | Sold out |
| Towerpoint Wealth, LLC | 0 | $0 | 0.00% | −5,613−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| Regent Peak Wealth Advisors LLC | 0 | $0 | 0.00% | −5,183−100.0% | Sold out |
| Fiduciary Family Office, LLC | 0 | $0 | 0.00% | −5,172−100.0% | Sold out |
| Wellington Wealth Strategies, LLC. | 0 | $0 | 0.00% | −4,725−100.0% | Sold out |
| Requisite Capital Management, LLC | 0 | $0 | 0.00% | −4,824−100.0% | Sold out |
| Capital Planning Advisors, LLC | 0 | $0 | 0.00% | −4,790−100.0% | Sold out |
| Diversified Enterprises, LLC | 0 | $0 | 0.00% | −4,752−100.0% | Sold out |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −4,614−100.0% | Sold out |
| NorthCrest Asset Manangement, LLC | 0 | $0 | 0.00% | −4,529−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −4,483−100.0% | Sold out |
| Human Investing LLC | 0 | $0 | 0.00% | −4,349−100.0% | Sold out |
| NBW Capital LLC | 0 | $0 | 0.00% | −4,328−100.0% | Sold out |
| Cardiff Park Advisors, LLC | 0 | $0 | 0.00% | −4,297−100.0% | Sold out |
| Schneider Downs Wealth Management Advisors, LP | 0 | $0 | 0.00% | −4,241−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −4,236−100.0% | Sold out |
| Kolinsky Wealth Management, LLC | 0 | $0 | 0.00% | −4,206−100.0% | Sold out |
| Morris Retirement Advisors, LLC | 0 | $0 | 0.00% | −4,178−100.0% | Sold out |
| Wealthquest Corp | 0 | $0 | 0.00% | −4,100−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −4,090−100.0% | Sold out |
| Wealth Management Associates, Inc. | 0 | $0 | 0.00% | −4,083−100.0% | Sold out |
| Main Street Research LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Northwest Bancshares, Inc. | 0 | $0 | 0.00% | −4,046−100.0% | Sold out |
| Financial Engines Advisors L.L.C. | 0 | $0 | 0.00% | −3,919−100.0% | Sold out |
| Garrett Wealth Advisory Group, LLC | 0 | $0 | 0.00% | −3,992−100.0% | Sold out |
| Legacy Financial Group, Inc. | 0 | $0 | 0.00% | −3,683−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −3,929−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −3,360−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −3,250−100.0% | Sold out |
| Aspire Private Capital, LLC | 0 | $0 | 0.00% | −3,212−100.0% | Sold out |
| Western Pacific Wealth Management, LP | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| Reuter James Wealth Management, LLC | 0 | $0 | 0.00% | −1,585−100.0% | Sold out |
| Partnership Wealth Management, LLC | 0 | $0 | 0.00% | −1,376−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −1,239−100.0% | Sold out |
| McMahon Financial Advisors, LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Veritas Investment Partners (UK) Ltd. | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Dynamic Wealth Strategies, LLC | 0 | $0 | 0.00% | −741−100.0% | Sold out |
| Redmont Wealth Advisors LLC | 0 | $0 | 0.00% | −706−100.0% | Sold out |
| Hobbs Group Advisors, LLC | 0 | $0 | 0.00% | −665−100.0% | Sold out |
| Providence Capital Advisors, LLC | 0 | $0 | 0.00% | −630−100.0% | Sold out |
| Planned Solutions, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Mizuho Securities Co. Ltd. | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Raffa Wealth Management, LLC | 0 | $0 | 0.00% | −255−100.0% | Sold out |
| Northwest Financial Advisors | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Financial Network Wealth Advisors LLC | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| Frazier Financial Advisors, LLC | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| Evergreen Private Wealth LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Beach Investment Counsel Inc | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Voisard Asset Management Group, Inc. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Reston Wealth Management LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| SpiderRock Advisors, LLC | – | – | – | – | Not filed |
| Insight Folios Inc | – | – | – | – | Not filed |
| Rakuten Investment Management, Inc. | – | – | – | – | Not filed |
| Argent Financial Group, Inc. | – | – | – | – | Not filed |
| Raymond James Trust N.A. | – | – | – | – | Not filed |
| Contrarius Investment Management Ltd | – | – | – | – | Not filed |
| LifePro Asset Management | – | – | – | – | Not filed |
| Bluefin Capital Management, LLC | – | – | – | – | Not filed |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| Kowal Investment Group, LLC | – | – | – | – | Not filed |
| Brophy Wealth Management, LLC | – | – | – | – | Not filed |
| Carmichael Hill & Associates, Inc. | – | – | – | – | Not filed |
| First Trust Investment Solutions L.P. | – | – | – | – | Not filed |
| Inscription Capital, LLC | – | – | – | – | Not filed |
| FinTrust Capital Advisors, LLC | – | – | – | – | Not filed |
| Guardian Capital Advisors LP | – | – | – | – | Not filed |
| Edmonds Duncan Registered Investment Advisors, LLC | – | – | – | – | Not filed |
| Alera Investment Advisors, LLC | – | – | – | – | Not filed |
| Eisler Capital (US) LLC | – | – | – | – | Not filed |
| Winning Points Advisors, LLC | – | – | – | – | Not filed |
| GYL Financial Synergies, LLC | – | – | – | – | Not filed |
| Alpine Bank Wealth Management | – | – | – | – | Not filed |
| Fort, L.P. | – | – | – | – | Not filed |
| Sage Investment Advisers LLC | – | – | – | – | Not filed |
| Banque Cantonale Vaudoise | – | – | – | – | Not filed |
| Diversified, LLC | – | – | – | – | Not filed |
| Northwest Investment Counselors, LLC | – | – | – | – | Not filed |
| Axiom Advisory, LLC | – | – | – | – | Not filed |
| Sweeney & Michel, LLC | – | – | – | – | Not filed |
| Sweet Financial Partners, LLC | – | – | – | – | Not filed |
| M&R Capital Management Inc | – | – | – | – | Not filed |
| Planning Capital Management Corp | – | – | – | – | Not filed |
| SYSTM Wealth Solutions LLC | – | – | – | – | Not filed |
| Abich Financial Wealth Management LLC | – | – | – | – | Not filed |
| First Personal Financial Services | – | – | – | – | Not filed |
| New Potomac Partners, LLC | – | – | – | – | Not filed |
| Halpern Financial, Inc. | – | – | – | – | Not filed |
| Peterson Financial Group, Inc. | – | – | – | – | Not filed |
| WFA of San Diego, LLC | – | – | – | – | Not filed |
| VitalStone Financial, LLC | – | – | – | – | Not filed |
| Annapolis Financial Services, LLC | – | – | – | – | Not filed |
