| Prairie Sky Financial Group LLC | 0 | $0 | 0.00% | −4,172−100.0% | Sold out |
| Gunn & Co Investment Management, Inc. | 0 | $0 | 0.00% | −4,115−100.0% | Sold out |
| Partners Capital Investment Group, LLP | 0 | $0 | 0.00% | −3,809−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −3,687−100.0% | Sold out |
| Brown Capital Management LLC | 0 | $0 | 0.00% | −3,535−100.0% | Sold out |
| Pensionmark Financial Group, LLC | 0 | $0 | 0.00% | −3,436−100.0% | Sold out |
| Borer Denton & Associates, Inc. | 0 | $0 | 0.00% | −3,340−100.0% | Sold out |
| Truepoint, Inc. | 0 | $0 | 0.00% | −3,331−100.0% | Sold out |
| Lumbard & Kellner, LLC | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| Interchange Capital Partners, LLC | 0 | $0 | 0.00% | −3,124−100.0% | Sold out |
| LGT Group Foundation | 0 | $0 | 0.00% | −3,143−100.0% | Sold out |
| KKM Financial LLC | 0 | $0 | 0.00% | −2,908−100.0% | Sold out |
| United Bank | 0 | $0 | 0.00% | −2,871−100.0% | Sold out |
| Wealth Management Associates, Inc. | 0 | $0 | 0.00% | −2,790−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −2,732−100.0% | Sold out |
| Oracle Alpha Inc. | 0 | $0 | 0.00% | −2,693−100.0% | Sold out |
| Morris Financial Concepts, Inc. | 0 | $0 | 0.00% | −2,673−100.0% | Sold out |
| Alaethes Wealth LLC | 0 | $0 | 0.00% | −2,626−100.0% | Sold out |
| New Republic Capital, LLC | 0 | $0 | 0.00% | −2,518−100.0% | Sold out |
| Jacobsen Capital Management | 0 | $0 | 0.00% | −2,519−100.0% | Sold out |
| River Street Advisors LLC | 0 | $0 | 0.00% | −2,503−100.0% | Sold out |
| Tower Bridge Advisors | 0 | $0 | 0.00% | −2,497−100.0% | Sold out |
| Objective Capital Management, LLC | 0 | $0 | 0.00% | −2,465−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −2,398−100.0% | Sold out |
| Tritonpoint Wealth, LLC | 0 | $0 | 0.00% | −2,343−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −2,364−100.0% | Sold out |
| Sivia Capital Partners, LLC | 0 | $0 | 0.00% | −2,308−100.0% | Sold out |
| Blue Barn Wealth, LLC | 0 | $0 | 0.00% | −2,294−100.0% | Sold out |
| Zega Financial, LLC | 0 | $0 | 0.00% | −2,261−100.0% | Sold out |
| Financial Engines Advisors L.L.C. | 0 | $0 | 0.00% | −2,223−100.0% | Sold out |
| Beirne Wealth Consulting Services, LLC | 0 | $0 | 0.00% | −2,219−100.0% | Sold out |
| Regent Peak Wealth Advisors LLC | 0 | $0 | 0.00% | −2,246−100.0% | Sold out |
| Elevatus Welath Management | 0 | $0 | 0.00% | −2,217−100.0% | Sold out |
| Monument Capital Management | 0 | $0 | 0.00% | −2,199−100.0% | Sold out |
| First Financial Bankshares Inc | 0 | $0 | 0.00% | −2,199−100.0% | Sold out |
| HTG Investment Advisors, Inc. | 0 | $0 | 0.00% | −2,185−100.0% | Sold out |
| Lincoln Capital LLC | 0 | $0 | 0.00% | −2,170−100.0% | Sold out |
| Financial Planning & Information Services, Inc. | 0 | $0 | 0.00% | −2,161−100.0% | Sold out |
| Pring Turner Capital Group Inc | 0 | $0 | 0.00% | −2,143−100.0% | Sold out |
| Kuhn & Co Investment Counsel | 0 | $0 | 0.00% | −2,131−100.0% | Sold out |
| Commons Capital, LLC | 0 | $0 | 0.00% | −2,131−100.0% | Sold out |
| Parisi Gray Wealth Management | 0 | $0 | 0.00% | −2,126−100.0% | Sold out |
| Wayfinding Financial, LLC | 0 | $0 | 0.00% | −2,127−100.0% | Sold out |
| Global Wealth Management Investment Advisory, Inc. | 0 | $0 | 0.00% | −1,485−100.0% | Sold out |
| AJOVista, LLC | 0 | $0 | 0.00% | −1,454−100.0% | Sold out |
| Resolute Partners Group | 0 | $0 | 0.00% | −1,251−100.0% | Sold out |
| Greenwood Gearhart Inc | 0 | $0 | 0.00% | −1,232−100.0% | Sold out |
| Systematic Alpha Investments, LLC | 0 | $0 | 0.00% | −1,126−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −1,094−100.0% | Sold out |
| O'Dell Group, LLC | 0 | $0 | 0.00% | −867−100.0% | Sold out |
| Rockbridge Investment Management, LCC | 0 | $0 | 0.00% | −859−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −767−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −583−100.0% | Sold out |
| Livelsberger Financial Advisory | 0 | $0 | 0.00% | −559−100.0% | Sold out |
| Winthrop Capital Management, LLC | 0 | $0 | 0.00% | −524−100.0% | Sold out |
| Ables, Iannone, Moore & Associates, Inc. | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Northwest Financial Advisors | 0 | $0 | 0.00% | −347−100.0% | Sold out |
| Tennessee Valley Asset Management Partners | 0 | $0 | 0.00% | −346−100.0% | Sold out |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −260−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −234−100.0% | Sold out |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −223−100.0% | Sold out |
| LFA - Lugano Financial Advisors SA | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Long Island Wealth Management, Inc. | 0 | $0 | 0.00% | −183−100.0% | Sold out |
| Planned Solutions, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| American State Bank (Iowa) | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| Garner Asset Management Corp | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| Team Financial Group, LLC | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Ritter Daniher Financial Advisory LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Cordant, Inc. | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| LM Advisors LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Core Wealth Advisors, Inc. | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Able Wealth Management LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| New Millennium Group LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Putnam Investments LLC | – | – | – | – | Not filed |
| Sawtooth Solutions, LLC | – | – | – | – | Not filed |
| DFPG Investments, LLC | – | – | – | – | Not filed |
| Lee Danner & Bass Inc | – | – | – | – | Not filed |
| Bartlett & Co. LLC | – | – | – | – | Not filed |
| Cannell Peter B & Co Inc | – | – | – | – | Not filed |
| Traverso Chambers Private Wealth Management, LLC | – | – | – | – | Not filed |
| Wedgewood Investors Inc | – | – | – | – | Not filed |
| StrategIQ Financial Group, LLC | – | – | – | – | Not filed |
| Telemus Capital, LLC | – | – | – | – | Not filed |
| Focus Financial Network Inc | – | – | – | – | Not filed |
| Luts & Greenleigh Group, Inc | – | – | – | – | Not filed |
| Financial Advisors Network, Inc. | – | – | – | – | Not filed |
| Wealthsource Partners, LLC | – | – | – | – | Not filed |
| Wade G W & Inc | – | – | – | – | Not filed |
| Golden State Equity Partners | – | – | – | – | Not filed |
| Day & Ennis, LLC | – | – | – | – | Not filed |
| Platform Technology Partners | – | – | – | – | Not filed |
| Coppell Advisory Solutions LLC | – | – | – | – | Not filed |
| Strategic Investment Solutions, Inc. | – | – | – | – | Not filed |
| Baystate Wealth Management LLC | – | – | – | – | Not filed |
| Hobbs Group Advisors, LLC | – | – | – | – | Not filed |
| Gilfoyle & Co LLC | – | – | – | – | Not filed |
| Nalls Sherbakoff Group, LLC | – | – | – | – | Not filed |
| Spartan Planning & Wealth Management | – | – | – | – | Not filed |
| HWG Holdings LP | – | – | – | – | Not filed |
