| BKD Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,088−100.0% | Sold out |
| Arrow Investment Advisors, LLC | 0 | $0 | 0.00% | −2,068−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −2,066−100.0% | Sold out |
| Kiley Juergens Wealth Management, LLC | 0 | $0 | 0.00% | −2,062−100.0% | Sold out |
| Aull & Monroe Investment Management Corp | 0 | $0 | 0.00% | −2,060−100.0% | Sold out |
| Greenwich Wealth Management LLC | 0 | $0 | 0.00% | −2,048−100.0% | Sold out |
| CFO4Life Group, LLC | 0 | $0 | 0.00% | −2,048−100.0% | Sold out |
| Wayfinding Financial, LLC | 0 | $0 | 0.00% | −2,037−100.0% | Sold out |
| Ironwood Investment Counsel, LLC | 0 | $0 | 0.00% | −2,029−100.0% | Sold out |
| Abacus Wealth Partners, LLC | 0 | $0 | 0.00% | −2,029−100.0% | Sold out |
| Snider Financial Group | 0 | $0 | 0.00% | −2,021−100.0% | Sold out |
| Plan A Wealth LLC | 0 | $0 | 0.00% | −2,016−100.0% | Sold out |
| Marietta Investment Partners LLC | 0 | $0 | 0.00% | −2,015−100.0% | Sold out |
| Paces Ferry Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,009−100.0% | Sold out |
| KDK Private Wealth Management, LLC | 0 | $0 | 0.00% | −2,008−100.0% | Sold out |
| Voisard Asset Management Group, Inc. | 0 | $0 | 0.00% | −2,002−100.0% | Sold out |
| Buckley Wealth Management, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Sierra Summit Advisors LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Juncture Wealth Strategies, LLC | 0 | $0 | 0.00% | −1,998−100.0% | Sold out |
| Leslie Global Wealth, LLC | 0 | $0 | 0.00% | −1,996−100.0% | Sold out |
| Lazard Freres Gestion S.A.S. | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Disciplined Investors, L.L.C. | 0 | $0 | 0.00% | −1,985−100.0% | Sold out |
| Flynn Zito Capital Management, LLC | 0 | $0 | 0.00% | −1,977−100.0% | Sold out |
| Hamilton Point Investment Advisors, LLC | 0 | $0 | 0.00% | −1,968−100.0% | Sold out |
| Quilter Plc | 0 | $0 | 0.00% | −1,966−100.0% | Sold out |
| OneAscent Financial Services LLC | 0 | $0 | 0.00% | −1,958−100.0% | Sold out |
| Vicus Capital | 0 | $0 | 0.00% | −1,953−100.0% | Sold out |
| Natural Investments, LLC | 0 | $0 | 0.00% | −1,955−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −1,940−100.0% | Sold out |
| Warren Street Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,936−100.0% | Sold out |
| Essex Savings Bank | 0 | $0 | 0.00% | −1,933−100.0% | Sold out |
| Blue Zone Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,933−100.0% | Sold out |
| LifeGoal Wealth Advisors | 0 | $0 | 0.00% | −1,838−100.0% | Sold out |
| Income Insurance Ltd | 0 | $0 | 0.00% | −1,930−100.0% | Sold out |
| PFW Advisors LLC | 0 | $0 | 0.00% | −1,928−100.0% | Sold out |
| Northcape Wealth Management, LLC | 0 | $0 | 0.00% | −1,924−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −2,019−100.0% | Sold out |
| Old Peak Finance LLC | 0 | $0 | 0.00% | −1,921−100.0% | Sold out |
| Blackston Financial Advisory Group, LLC | 0 | $0 | 0.00% | −1,912−100.0% | Sold out |
| Klingman & Associates, LLC | 0 | $0 | 0.00% | −1,910−100.0% | Sold out |
| DDD Partners, LLC | 0 | $0 | 0.00% | −1,910−100.0% | Sold out |
| MSH Capital Advisors LLC | 0 | $0 | 0.00% | −1,893−100.0% | Sold out |
| Walkner Condon Financial Advisors LLC | 0 | $0 | 0.00% | −1,882−100.0% | Sold out |
| Hudock, Inc. | 0 | $0 | 0.00% | −1,874−100.0% | Sold out |
| Echo45 Advisors LLC | 0 | $0 | 0.00% | −1,873−100.0% | Sold out |
| Oxbow Advisors, LLC | 0 | $0 | 0.00% | −1,855−100.0% | Sold out |
| Canopy Partners, LLC | 0 | $0 | 0.00% | −1,614−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −1,596−100.0% | Sold out |
| Global Assets Advisory, LLC | 0 | $0 | 0.00% | −1,508−100.0% | Sold out |
| Wall Street Financial Group, Inc. | 0 | $0 | 0.00% | −1,041−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,036−100.0% | Sold out |
| Corient IA LLC | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| DAGCO, Inc. | 0 | $0 | 0.00% | −746−100.0% | Sold out |
| Legend Capital Advisors LLC | 0 | $0 | 0.00% | −601−100.0% | Sold out |
| Bank of Jackson Hole Trust | 0 | $0 | 0.00% | −575−100.0% | Sold out |
| Redwood Family Wealth LLC | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Intentional Wealth Strategies, LLC | 0 | $0 | 0.00% | −425−100.0% | Sold out |
| MPWM Advisory Solutions, LLC | 0 | $0 | 0.00% | −301−100.0% | Sold out |
| Tradewinds Capital Management, LLC | 0 | $0 | 0.00% | −290−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −273−100.0% | Sold out |
| Wellington Grp LLC | 0 | $0 | 0.00% | −201−100.0% | Sold out |
| Legacy Wealth Managment, LLC | 0 | $0 | 0.00% | −195−100.0% | Sold out |
| Clayton Financial Group LLC | 0 | $0 | 0.00% | −192−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −108−100.0% | Sold out |
| Byrne Asset Management LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| Portus Wealth Advisors, LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Operose Advisors LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Rexford Capital Inc | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| CFG Wealth Management Services, Inc. | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Goodman Advisory Group, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| TopTier Wealth Management, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Napier Financial, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Phillip James Consulting Co. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| REAP Financial Group, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |
| U.S. Capital Wealth Advisors, LLC | – | – | – | – | Not filed |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| Evelyn Partners Investment Management LLP | – | – | – | – | Not filed |
| Farmers Trust Co | – | – | – | – | Not filed |
| VectorGlobal IAG, Inc. | – | – | – | – | Not filed |
| Skopos Labs, Inc. | – | – | – | – | Not filed |
| Evelyn Partners Investment Management Services Ltd | – | – | – | – | Not filed |
| Anfield Capital Management, LLC | – | – | – | – | Not filed |
| Jaffetilchin Investment Partners, LLC | – | – | – | – | Not filed |
| Gibbs Wealth Management | – | – | – | – | Not filed |
| Millington Securities, LLC | – | – | – | – | Not filed |
| Journey Strategic Wealth LLC | – | – | – | – | Not filed |
| USA Financial Portformulas Corp | – | – | – | – | Not filed |
| First Affirmative Financial Network | – | – | – | – | Not filed |
| Exencial Wealth Advisors, LLC | – | – | – | – | Not filed |
| McIlrath & Eck, LLC | – | – | – | – | Not filed |
| Canandaigua National Corp | – | – | – | – | Not filed |
| Evanson Asset Management, LLC | – | – | – | – | Not filed |
| DGS Capital Management, LLC | – | – | – | – | Not filed |
| Evelyn Partners Investment Management (Europe) Ltd | – | – | – | – | Not filed |
| Capital Planning Advisors, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |
