| Private Capital Advisors, Inc. | 0 | $0 | 0.00% | −1,810−100.0% | Sold out |
| Lantz Financial LLC | 0 | $0 | 0.00% | −1,802−100.0% | Sold out |
| BBR Partners, LLC | 0 | $0 | 0.00% | −1,798−100.0% | Sold out |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −1,797−100.0% | Sold out |
| Modern Wealth Management, LLC | 0 | $0 | 0.00% | −1,787−100.0% | Sold out |
| Hanlon Investment Management, Inc. | 0 | $0 | 0.00% | −1,779−100.0% | Sold out |
| Sargent Investment Group, LLC | 0 | $0 | 0.00% | −1,776−100.0% | Sold out |
| Canvas Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,767−100.0% | Sold out |
| Opes Wealth Management LLC | 0 | $0 | 0.00% | −1,765−100.0% | Sold out |
| Warren Street Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,765−100.0% | Sold out |
| Matrix Private Capital Group LLC | 0 | $0 | 0.00% | −1,756−100.0% | Sold out |
| Nottingham Advisors, Inc. | 0 | $0 | 0.00% | −1,750−100.0% | Sold out |
| Heritage Wealth Management, Inc./Texas | 0 | $0 | 0.00% | −1,750−100.0% | Sold out |
| Burke & Herbert Bank & Trust Co | 0 | $0 | 0.00% | −1,750−100.0% | Sold out |
| Acorn Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,746−100.0% | Sold out |
| KRS Capital Management, LLC | 0 | $0 | 0.00% | −1,745−100.0% | Sold out |
| Anchor Capital Advisors LLC | 0 | $0 | 0.00% | −1,740−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −1,738−100.0% | Sold out |
| Apriem Advisors | 0 | $0 | 0.00% | −1,730−100.0% | Sold out |
| Trustmark National Bank Trust Department | 0 | $0 | 0.00% | −1,724−100.0% | Sold out |
| Fortitude Advisory Group L.L.C. | 0 | $0 | 0.00% | −1,713−100.0% | Sold out |
| Resolute Wealth Strategies, LLC | 0 | $0 | 0.00% | −1,704−100.0% | Sold out |
| Brass Tax Wealth Management, Inc | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −1,698−100.0% | Sold out |
| Vaughan David Investments LLC | 0 | $0 | 0.00% | −1,695−100.0% | Sold out |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −1,695−100.0% | Sold out |
| Keeler & Nadler Financial Planning & Wealth Management | 0 | $0 | 0.00% | −1,690−100.0% | Sold out |
| Wellspring Financial Advisors, LLC | 0 | $0 | 0.00% | −1,682−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −1,373−100.0% | Sold out |
| Blue Chip Partners, Inc. | 0 | $0 | 0.00% | −1,340−100.0% | Sold out |
| Jamison Private Wealth Management, Inc. | 0 | $0 | 0.00% | −1,122−100.0% | Sold out |
| Hills Bank & Trust Co | 0 | $0 | 0.00% | −934−100.0% | Sold out |
| Gilliland Jeter Wealth Management LLC | 0 | $0 | 0.00% | −930−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −926−100.0% | Sold out |
| Garde Capital, Inc. | 0 | $0 | 0.00% | −907−100.0% | Sold out |
| Tanglewood Legacy Advisors, LLC | 0 | $0 | 0.00% | −790−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −594−100.0% | Sold out |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | −525−100.0% | Sold out |
| DAGCO, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Stone House Investment Management, LLC | 0 | $0 | 0.00% | −432−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −346−100.0% | Sold out |
| Redmont Wealth Advisors LLC | 0 | $0 | 0.00% | −268−100.0% | Sold out |
| Aspire Private Capital, LLC | 0 | $0 | 0.00% | −220−100.0% | Sold out |
| Legend Financial Advisors, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Westend Capital Management, LLC | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Darwin Advisors, LLC | 0 | $0 | 0.00% | −141−100.0% | Sold out |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −136−100.0% | Sold out |
| Reston Wealth Management LLC | 0 | $0 | 0.00% | −136−100.0% | Sold out |
| West Financial Advisors, LLC | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| Copley Financial Group, Inc. | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Partnership Wealth Management, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| West Paces Advisors Inc. | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Arrow Financial Corp | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Pathway Financial Advisers, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| SWAN Capital LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Semmax Financial Advisors Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Prio Wealth Limited Partnership | – | – | – | – | Not filed |
| Tri Ri Asset Management Corp | – | – | – | – | Not filed |
| Guardian Capital Advisors LP | – | – | – | – | Not filed |
| Ghost Tree Capital, LLC | – | – | – | – | Not filed |
| Raymond James Trust N.A. | – | – | – | – | Not filed |
| Smithbridge Asset Management Inc | – | – | – | – | Not filed |
| PEAK6 Investments LLC | – | – | – | – | Not filed |
| Dantai Capital Ltd | – | – | – | – | Not filed |
| Chartwell Investment Partners, LLC | – | – | – | – | Not filed |
| CIC Wealth, LLC | – | – | – | – | Not filed |
| Eagle Asset Management Inc | – | – | – | – | Not filed |
| SpiderRock Advisors, LLC | – | – | – | – | Not filed |
| Garrison Asset Management, LLC | – | – | – | – | Not filed |
| WFA of San Diego, LLC | – | – | – | – | Not filed |
| Alera Investment Advisors, LLC | – | – | – | – | Not filed |
| Banque Cantonale Vaudoise | – | – | – | – | Not filed |
| Brophy Wealth Management, LLC | – | – | – | – | Not filed |
| Diversified, LLC | – | – | – | – | Not filed |
| Alpine Bank Wealth Management | – | – | – | – | Not filed |
| Northwest Investment Counselors, LLC | – | – | – | – | Not filed |
| Cedrus LLC | – | – | – | – | Not filed |
| Kingfisher Capital LLC | – | – | – | – | Not filed |
| 9258 Wealth Management, LLC | – | – | – | – | Not filed |
| Inscription Capital, LLC | – | – | – | – | Not filed |
| FinTrust Capital Advisors, LLC | – | – | – | – | Not filed |
| Argent Financial Group, Inc. | – | – | – | – | Not filed |
| LifePro Asset Management | – | – | – | – | Not filed |
| Sweeney & Michel, LLC | – | – | – | – | Not filed |
| Carmichael Hill & Associates, Inc. | – | – | – | – | Not filed |
| M&R Capital Management Inc | – | – | – | – | Not filed |
| Planning Capital Management Corp | – | – | – | – | Not filed |
| ClariVest Asset Management LLC | – | – | – | – | Not filed |
| Halpern Financial, Inc. | – | – | – | – | Not filed |
| Naples Money Management LLC | – | – | – | – | Not filed |
| SYSTM Wealth Solutions LLC | – | – | – | – | Not filed |
| Annapolis Financial Services, LLC | – | – | – | – | Not filed |
