| Consolidated Planning Corp | 0 | $0 | 0.00% | −1,759−100.0% | Sold out |
| Elk River Wealth Management, LLC | 0 | $0 | 0.00% | −1,761−100.0% | Sold out |
| Firethorn Wealth Partners, LLC | 0 | $0 | 0.00% | −1,522−100.0% | Sold out |
| Waypoint Capital Advisors, LLC | 0 | $0 | 0.00% | −1,748−100.0% | Sold out |
| Heritage Financial Services, LLC | 0 | $0 | 0.00% | −1,743−100.0% | Sold out |
| Ssi Investment Management LLC | 0 | $0 | 0.00% | −1,729−100.0% | Sold out |
| Wedgewood Investors Inc | 0 | $0 | 0.00% | −1,731−100.0% | Sold out |
| Eliot Finkel Investment Counsel, LLC | 0 | $0 | 0.00% | −1,724−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −1,718−100.0% | Sold out |
| Mezzasalma Advisors, LLC | 0 | $0 | 0.00% | −1,710−100.0% | Sold out |
| Girard Partners Ltd. | 0 | $0 | 0.00% | −1,704−100.0% | Sold out |
| Paragon Capital Management Ltd | 0 | $0 | 0.00% | −1,692−100.0% | Sold out |
| Forbes J M & Co LLP | 0 | $0 | 0.00% | −1,680−100.0% | Sold out |
| Edgemoor Investment Advisors, Inc. | 0 | $0 | 0.00% | −1,681−100.0% | Sold out |
| Bluesphere Advisors, LLC | 0 | $0 | 0.00% | −1,680−100.0% | Sold out |
| Aries Wealth Management | 0 | $0 | 0.00% | −1,679−100.0% | Sold out |
| Schwartz Investment Counsel Inc | 0 | $0 | 0.00% | −1,664−100.0% | Sold out |
| Granite Bay Wealth Management, LLC | 0 | $0 | 0.00% | −1,669−100.0% | Sold out |
| Mathes Company, Inc. | 0 | $0 | 0.00% | −1,650−100.0% | Sold out |
| D. Scott Neal, Inc. | 0 | $0 | 0.00% | −1,651−100.0% | Sold out |
| Legacy Advisors, LLC | 0 | $0 | 0.00% | −1,654−100.0% | Sold out |
| UBP Investment Advisors SA | 0 | $0 | 0.00% | −1,650−100.0% | Sold out |
| Check Capital Management Inc | 0 | $0 | 0.00% | −1,635−100.0% | Sold out |
| Beirne Wealth Consulting Services, LLC | 0 | $0 | 0.00% | −1,633−100.0% | Sold out |
| Keebeck Wealth Management, LLC | 0 | $0 | 0.00% | −1,639−100.0% | Sold out |
| Ellsworth Advisors, LLC | 0 | $0 | 0.00% | −1,633−100.0% | Sold out |
| Schoolcraft Capital LLC | 0 | $0 | 0.00% | −1,631−100.0% | Sold out |
| Wiley Bros.-Aintree Capital, LLC | 0 | $0 | 0.00% | −1,625−100.0% | Sold out |
| Aevitas Wealth Management, Inc. | 0 | $0 | 0.00% | −1,629−100.0% | Sold out |
| Laird Norton Trust Company, LLC | 0 | $0 | 0.00% | −1,625−100.0% | Sold out |
| Bryant Woods Investment Advisors, LLC | 0 | $0 | 0.00% | −1,609−100.0% | Sold out |
| Quad-Cities Investment Group, LLC | 0 | $0 | 0.00% | −1,603−100.0% | Sold out |
| Indie Asset Partners, LLC | 0 | $0 | 0.00% | −1,603−100.0% | Sold out |
| Hutchens & Kramer Investment Management Group, LLC | 0 | $0 | 0.00% | −1,663−100.0% | Sold out |
| Morton Capital Management LLC | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Lincoln Capital Corp | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Roundview Capital LLC | 0 | $0 | 0.00% | −1,595−100.0% | Sold out |
| Alethea Capital Management, LLC | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Permanens Capital L.P. | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| X-Square Capital, LLC | 0 | $0 | 0.00% | −1,598−100.0% | Sold out |
| Centric Wealth Management | 0 | $0 | 0.00% | −1,592−100.0% | Sold out |
| Stokes Family Office, LLC | 0 | $0 | 0.00% | −1,587−100.0% | Sold out |
| Folger Nolan Fleming Douglas Capital Management, Inc | 0 | $0 | 0.00% | −1,582−100.0% | Sold out |
| Sky Investment Group LLC | 0 | $0 | 0.00% | −1,578−100.0% | Sold out |
| Klingman & Associates, LLC | 0 | $0 | 0.00% | −1,580−100.0% | Sold out |
| Crescent Grove Advisors, LLC | 0 | $0 | 0.00% | −1,583−100.0% | Sold out |
| Mayflower Financial Advisors, LLC | 0 | $0 | 0.00% | −1,584−100.0% | Sold out |
| Walter & Keenan Financial Consulting Co | 0 | $0 | 0.00% | −1,574−100.0% | Sold out |
| Arthur M. Cohen & Associates, LLC | 0 | $0 | 0.00% | −1,570−100.0% | Sold out |
| Emfo, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Better Money Decisions, LLC | 0 | $0 | 0.00% | −1,216−100.0% | Sold out |
| Sterling Investment Advisors, Ltd. | 0 | $0 | 0.00% | −1,081−100.0% | Sold out |
| Ahrens Investment Partners LLC | 0 | $0 | 0.00% | −1,035−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −963−100.0% | Sold out |
| Price Jennifer C. | 0 | $0 | 0.00% | −732−100.0% | Sold out |
| Graves-Light Private Wealth Management, Inc. | 0 | $0 | 0.00% | −470−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −467−100.0% | Sold out |
| Rockbridge Investment Management, LCC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −301−100.0% | Sold out |
| Miller Wealth Advisors, LLC | 0 | $0 | 0.00% | −190−100.0% | Sold out |
| Cornerstone Management, Inc. | 0 | $0 | 0.00% | −177−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −158−100.0% | Sold out |
| Joseph P. Lucia & Associates, LLC | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Halpern Financial, Inc. | 0 | $0 | 0.00% | −109−100.0% | Sold out |
| Capital Directions Investment Advisors, LLC | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| NuWave Investment Management, LLC | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| First Bank & Trust | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Tevis Investment Management | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Antonetti Capital Management LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Marquette Asset Management, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Apeiron RIA LLC | 0 | $0 | 0.00% | −1,108−100.0% | Sold out |
| Spectrum Financial Alliance Ltd LLC | – | – | – | – | Not filed |
| Dixon Hubard Feinour & Brown Inc | – | – | – | – | Not filed |
| Advisor Partners LLC | – | – | – | – | Not filed |
| Coldstream Capital Management Inc | – | – | – | – | Not filed |
| Minot Wealth Management LLC | – | – | – | – | Not filed |
| Icon Wealth Partners, LLC | – | – | – | – | Not filed |
| HighPoint Advisor Group LLC | – | – | – | – | Not filed |
| B. Riley Wealth Management, Inc. | – | – | – | – | Not filed |
| Fieldpoint Private Securities, LLC | – | – | – | – | Not filed |
| Quadrant Private Wealth Management, LLC | – | – | – | – | Not filed |
| Loveless Wealth Management LLC | – | – | – | – | Not filed |
| Brewin Dolphin Wealth Management Ltd | – | – | – | – | Not filed |
| Altium Wealth Management LLC | – | – | – | – | Not filed |
| Intersect Capital LLC | – | – | – | – | Not filed |
| Pinnacle Private Wealth, LLC | – | – | – | – | Not filed |
| Frontier Wealth Management LLC | – | – | – | – | Not filed |
| Swarthmore Group Inc | – | – | – | – | Not filed |
| US Asset Management LLC | – | – | – | – | Not filed |
| Quintet Private Bank (Europe) S.A. | – | – | – | – | Not filed |
| Brewin Dolphin Ltd | – | – | – | – | Not filed |
| HYA Advisors, Inc | – | – | – | – | Not filed |
| Ern LLC | – | – | – | – | Not filed |
| Exane Derivatives | – | – | – | – | Not filed |
| HC Financial Advisors Inc | – | – | – | – | Not filed |
| Private Capital Group, LLC | – | – | – | – | Not filed |
| Cordasco Financial Network | – | – | – | – | Not filed |
| Bivin & Associates, Inc. | – | – | – | – | Not filed |
| Lake Point Wealth Management | – | – | – | – | Not filed |
