| BCS Private Wealth Management, Inc. | 0 | $0 | 0.00% | −2,506−100.0% | Sold out |
| Avantax Planning Partners, Inc. | 0 | $0 | 0.00% | −2,498−100.0% | Sold out |
| Stonebridge Financial Group, LLC | 0 | $0 | 0.00% | −2,496−100.0% | Sold out |
| Platt Wealth Management LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0 | $0 | 0.00% | −2,476−100.0% | Sold out |
| Lantern Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,469−100.0% | Sold out |
| Northstar Advisory Group, LLC | 0 | $0 | 0.00% | −2,462−100.0% | Sold out |
| Legacy Wealth Management, LLC | 0 | $0 | 0.00% | −2,456−100.0% | Sold out |
| Weaver Consulting Group | 0 | $0 | 0.00% | −2,451−100.0% | Sold out |
| TrueWealth Financial Partners | 0 | $0 | 0.00% | −2,450−100.0% | Sold out |
| Northstar Financial Companies, Inc. | 0 | $0 | 0.00% | −2,445−100.0% | Sold out |
| Frisch Financial Group, Inc. | 0 | $0 | 0.00% | −2,435−100.0% | Sold out |
| Pathway Financial Advisors LLC | 0 | $0 | 0.00% | −2,423−100.0% | Sold out |
| August Group Capital Ltd | 0 | $0 | 0.00% | −2,418−100.0% | Sold out |
| Evergreen Wealth Partners LLC | 0 | $0 | 0.00% | −2,416−100.0% | Sold out |
| Beacon Financial Advisory LLC | 0 | $0 | 0.00% | −2,415−100.0% | Sold out |
| American Institute for Advanced Investment Management, LLP | 0 | $0 | 0.00% | −2,410−100.0% | Sold out |
| CMG Global Holdings, LLC | 0 | $0 | 0.00% | −2,406−100.0% | Sold out |
| Guyasuta Investment Advisors Inc | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| Pioneer Trust Bank N A | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| Thompson David Blair | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| Lazari Capital Management, Inc. | 0 | $0 | 0.00% | −2,385−100.0% | Sold out |
| Marathon Strategic Advisors, LLC | 0 | $0 | 0.00% | −2,383−100.0% | Sold out |
| Baker Tilly Wealth Management, LLC | 0 | $0 | 0.00% | −2,362−100.0% | Sold out |
| Oxbow Advisors, LLC | 0 | $0 | 0.00% | −2,360−100.0% | Sold out |
| CPA Asset Management LLC | 0 | $0 | 0.00% | −2,356−100.0% | Sold out |
| Bensler, LLC | 0 | $0 | 0.00% | −2,355−100.0% | Sold out |
| Norris Perne & French LLP | 0 | $0 | 0.00% | −2,342−100.0% | Sold out |
| MOR Wealth Management, LLC | 0 | $0 | 0.00% | −2,328−100.0% | Sold out |
| Second Line Capital, LLC | 0 | $0 | 0.00% | −2,387−100.0% | Sold out |
| Stockman Wealth Management, Inc. | 0 | $0 | 0.00% | −2,325−100.0% | Sold out |
| Valmark Advisers, Inc. | 0 | $0 | 0.00% | −2,313−100.0% | Sold out |
| Wealth Quarterback LLC | 0 | $0 | 0.00% | −2,310−100.0% | Sold out |
| Taylor Financial Group, Inc. | 0 | $0 | 0.00% | −2,304−100.0% | Sold out |
| Compass Ion Advisors, LLC | 0 | $0 | 0.00% | −2,299−100.0% | Sold out |
| Hudock, Inc. | 0 | $0 | 0.00% | −2,290−100.0% | Sold out |
| Headinvest, LLC | 0 | $0 | 0.00% | −2,290−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −2,285−100.0% | Sold out |
| Sulzberger Capital Advisors, Inc. | 0 | $0 | 0.00% | −2,284−100.0% | Sold out |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | $0 | 0.00% | −2,274−100.0% | Sold out |
| Oarsman Capital, Inc. | 0 | $0 | 0.00% | −2,269−100.0% | Sold out |
| First National Trust Co | 0 | $0 | 0.00% | −2,267−100.0% | Sold out |
| First Business Financial Services, Inc. | 0 | $0 | 0.00% | −2,257−100.0% | Sold out |
| J. Safra Sarasin Holding AG | 0 | $0 | 0.00% | −2,263−100.0% | Sold out |
| Stonebrook Private Inc. | 0 | $0 | 0.00% | −2,248−100.0% | Sold out |
| BDFS Capital LLC | 0 | $0 | 0.00% | −2,239−100.0% | Sold out |
| Leslie Global Wealth, LLC | 0 | $0 | 0.00% | −2,231−100.0% | Sold out |
| Altfest L J & Co Inc | 0 | $0 | 0.00% | −2,221−100.0% | Sold out |
| Argus Investors' Counsel, Inc. | 0 | $0 | 0.00% | −2,213−100.0% | Sold out |
| Mills Wealth Advisors LLC | 0 | $0 | 0.00% | −2,209−100.0% | Sold out |
| Red Mountain Financial, LLC | 0 | $0 | 0.00% | −2,203−100.0% | Sold out |
| Magnolia Private Wealth, LLC | 0 | $0 | 0.00% | −2,202−100.0% | Sold out |
| Avenue 1 Advisors, LLC | 0 | $0 | 0.00% | −2,194−100.0% | Sold out |
| Kapstone Financial Advisors LLC | 0 | $0 | 0.00% | −2,177−100.0% | Sold out |
| SevenBridge Financial Group, LLC | 0 | $0 | 0.00% | −2,258−100.0% | Sold out |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −2,152−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −2,067−100.0% | Sold out |
| Boit C F David | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −1,868−100.0% | Sold out |
| True Link Financial Advisors, LLC | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Global Assets Advisory, LLC | 0 | $0 | 0.00% | −1,236−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,098−100.0% | Sold out |
| Innovative Asset Advisors Group, LLC | 0 | $0 | 0.00% | −559−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −375−100.0% | Sold out |
| Operose Advisors LLC | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Ulland Investment Advisors, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Missouri Trust & Investment Co | 0 | $0 | 0.00% | −285−100.0% | Sold out |
| Financial Freedom, LLC | 0 | $0 | 0.00% | −206−100.0% | Sold out |
| Global Wealth Strategies & Associates | 0 | $0 | 0.00% | −196−100.0% | Sold out |
| Wall Street Financial Group, Inc. | 0 | $0 | 0.00% | −195−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −164−100.0% | Sold out |
| Bank of Jackson Hole Trust | 0 | $0 | 0.00% | −136−100.0% | Sold out |
| Intentional Wealth Strategies, LLC | 0 | $0 | 0.00% | −117−100.0% | Sold out |
| Morse Asset Management, Inc | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Ballast Advisors LLC | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| Portus Wealth Advisors, LLC | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| Resources Management Corp | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Wealth Science Advisors LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| IAG Wealth Partners, LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Legacy Wealth Managment, LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| DAGCO, Inc. | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Frazier Financial Advisors, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Walsh & Associates, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| TruWealth Advisors, LLC | – | – | – | – | Not filed |
| Skopos Labs, Inc. | – | – | – | – | Not filed |
| Exencial Wealth Advisors, LLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| U.S. Capital Wealth Advisors, LLC | – | – | – | – | Not filed |
| Leo Wealth, LLC | – | – | – | – | Not filed |
| Gibbs Wealth Management | – | – | – | – | Not filed |
| Evelyn Partners Investment Management LLP | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |
| GM Advisory Group, Inc. | – | – | – | – | Not filed |
| Journey Strategic Wealth LLC | – | – | – | – | Not filed |
| Jaffetilchin Investment Partners, LLC | – | – | – | – | Not filed |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| Farmers Trust Co | – | – | – | – | Not filed |
| VectorGlobal IAG, Inc. | – | – | – | – | Not filed |
