| Transform Wealth, LLC | 0 | $0 | 0.00% | −174−100.0% | Sold out |
| GYL Financial Synergies, LLC | 0 | $0 | 0.00% | −174−100.0% | Sold out |
| Corbett Road Capital Management, LLC | 0 | $0 | 0.00% | −174−100.0% | Sold out |
| Octavia Wealth Advisors, LLC | 0 | $0 | 0.00% | −174−100.0% | Sold out |
| Sigma Investment Counselors Inc | 0 | $0 | 0.00% | −172−100.0% | Sold out |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −172−100.0% | Sold out |
| Resonant Capital Advisors, LLC | 0 | $0 | 0.00% | −172−100.0% | Sold out |
| ZWJ Investment Counsel Inc | 0 | $0 | 0.00% | −170−100.0% | Sold out |
| Fort Pitt Capital Group, LLC | 0 | $0 | 0.00% | −170−100.0% | Sold out |
| Magnolia Capital Advisors LLC | 0 | $0 | 0.00% | −168−100.0% | Sold out |
| Titus Wealth Management | 0 | $0 | 0.00% | −168−100.0% | Sold out |
| Clear Creek Financial Management, LLC | 0 | $0 | 0.00% | −168−100.0% | Sold out |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 0 | $0 | 0.00% | −167−100.0% | Sold out |
| Accredited Investors Inc. | 0 | $0 | 0.00% | −167−100.0% | Sold out |
| Pachira Investments Inc. | 0 | $0 | 0.00% | −165−100.0% | Sold out |
| Essex LLC | 0 | $0 | 0.00% | −165−100.0% | Sold out |
| Founders Financial Alliance, LLC | 0 | $0 | 0.00% | −164−100.0% | Sold out |
| Jacobi Capital Management LLC | 0 | $0 | 0.00% | −161−100.0% | Sold out |
| Capasso Planning Partners LLC | 0 | $0 | 0.00% | −161−100.0% | Sold out |
| Tamar Securities, LLC | 0 | $0 | 0.00% | −160−100.0% | Sold out |
| WT Wealth Management | 0 | $0 | 0.00% | −160−100.0% | Sold out |
| Zimmermann Investment Management & Planning LLC | 0 | $0 | 0.00% | −160−100.0% | Sold out |
| Detalus Advisors, LLC | 0 | $0 | 0.00% | −159−100.0% | Sold out |
| Aspiriant, LLC | 0 | $0 | 0.00% | −158−100.0% | Sold out |
| Wellspring Financial Advisors, LLC | 0 | $0 | 0.00% | −158−100.0% | Sold out |
| MEMBERS Trust Co | 0 | $0 | 0.00% | −157−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −156−100.0% | Sold out |
| Modera Wealth Management, LLC | 0 | $0 | 0.00% | −156−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −155−100.0% | Sold out |
| Ambassador Advisors, LLC | 0 | $0 | 0.00% | −154−100.0% | Sold out |
| Successful Portfolios LLC | 0 | $0 | 0.00% | −154−100.0% | Sold out |
| Matrix Private Capital Group LLC | 0 | $0 | 0.00% | −154−100.0% | Sold out |
| Saturna Capital CORP | 0 | $0 | 0.00% | −153−100.0% | Sold out |
| Capstone Financial Advisors, Inc. | 0 | $0 | 0.00% | −153−100.0% | Sold out |
| David Loasby | 0 | $0 | 0.00% | −153−100.0% | Sold out |
| TCG Advisory Services, LLC | 0 | $0 | 0.00% | −152−100.0% | Sold out |
| Gray Wealth Management Inc. | 0 | $0 | 0.00% | −152−100.0% | Sold out |
| S&T Bank | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Chatham Capital Group, Inc. | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Sunflower Bank, N.A. | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Fishman Jay A Ltd | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Crestone Asset Management LLC | 0 | $0 | 0.00% | −149−100.0% | Sold out |
| Strid Group, LLC | 0 | $0 | 0.00% | −148−100.0% | Sold out |
| Compass Financial Advisors LLC | 0 | $0 | 0.00% | −147−100.0% | Sold out |
| Berger Financial Group, Inc | 0 | $0 | 0.00% | −146−100.0% | Sold out |
| Occidental Asset Management, LLC | 0 | $0 | 0.00% | −145−100.0% | Sold out |
| First Pacific Advisors, LP | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| Investmark Advisory Group LLC | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Scissortail Wealth Management, LLC | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Retirement Planning Co of New England, Inc. | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| Blueprint Investment Partners LLC | 0 | $0 | 0.00% | −91−100.0% | Sold out |
| Ravenstone Capital Management Inc. | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| TAP Consulting, LLC | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| Cornerstone Advisory, LLC | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Outfitter Financial LLC | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Elmwood Wealth Management, Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| IronBridge Private Wealth, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Alaethes Wealth LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| FourThought Financial, LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| JNBA Financial Advisors | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Delta Asset Management LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Amplius Wealth Advisors, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| HBC Financial Services, PLLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| HighMark Wealth Management LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Wagner Wealth Management, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Interactive Financial Advisors | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Masso Torrence Wealth Management Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| James Reed Financial Services, Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Holloway Wealth Management, LLC | 0 | $0 | 0.00% | – | Sold out |
| First PREMIER Bank | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Edge Wealth Management LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Vectors Research Management, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Henrickson Nauta Wealth Advisors, Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Advocacy Wealth Management Services, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| MBM Wealth Consultants, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Rinkey Investments | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| McDonald Partners LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Absolute Capital Management, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Kayne Anderson Rudnick Investment Management LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Paragon Capital Management Ltd | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Aquire Wealth Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Newton One Investments LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Morton Brown Family Wealth, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Harbour Investments, Inc. | – | – | – | – | Not filed |
| Ascendant Capital Management, LLC | – | – | – | – | Not filed |
| Alterity Financial Group, LLC | – | – | – | – | Not filed |
| Vivid Financial Management, Inc. | – | – | – | – | Not filed |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |
| Quest Capital Management Inc | – | – | – | – | Not filed |
| Resource Management, LLC | – | – | – | – | Not filed |
| Hayden Royal, LLC | – | – | – | – | Not filed |
