| Holistic Financial Partners | 0 | $0 | 0.00% | −3,093−100.0% | Sold out |
| One68 Global Capital, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Fulton Bank, N.A. | 0 | $0 | 0.00% | −2,836−100.0% | Sold out |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −2,832−100.0% | Sold out |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −2,795−100.0% | Sold out |
| Granite Investment Partners, LLC | 0 | $0 | 0.00% | −2,753−100.0% | Sold out |
| TCFG Investment Advisors, LLC | 0 | $0 | 0.00% | −2,485−100.0% | Sold out |
| Granite Group Advisors, LLC | 0 | $0 | 0.00% | −2,424−100.0% | Sold out |
| Greystone Financial Group, LLC | 0 | $0 | 0.00% | −2,371−100.0% | Sold out |
| Pacific Excel Wealth Advisors, Inc. | 0 | $0 | 0.00% | −2,304−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −2,264−100.0% | Sold out |
| Mendel Money Management | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Motley Fool Wealth Management, LLC | 0 | $0 | 0.00% | −2,165−100.0% | Sold out |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −2,145−100.0% | Sold out |
| Athena Wealth Management, LLC | 0 | $0 | 0.00% | −2,144−100.0% | Sold out |
| Formidable Asset Management, LLC | 0 | $0 | 0.00% | −1,516−100.0% | Sold out |
| Summa Corp. | 0 | $0 | 0.00% | −2,051−100.0% | Sold out |
| Affinity Capital Advisors, LLC | 0 | $0 | 0.00% | −2,035−100.0% | Sold out |
| Dala Group, LLC | 0 | $0 | 0.00% | −1,832−100.0% | Sold out |
| Avantra Family Wealth, Inc. | 0 | $0 | 0.00% | −1,955−100.0% | Sold out |
| TruNorth Capital Management, LLC | 0 | $0 | 0.00% | −1,950−100.0% | Sold out |
| Daymark Wealth Partners, LLC | 0 | $0 | 0.00% | −1,885−100.0% | Sold out |
| Riversedge Advisors, LLC | 0 | $0 | 0.00% | −1,857−100.0% | Sold out |
| Zinnia Wealth Advisory, LLC | 0 | $0 | 0.00% | −1,850−100.0% | Sold out |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −1,850−100.0% | Sold out |
| Essex Savings Bank | 0 | $0 | 0.00% | −1,827−100.0% | Sold out |
| SFMG, LLC | 0 | $0 | 0.00% | −1,806−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −1,804−100.0% | Sold out |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −1,792−100.0% | Sold out |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −1,756−100.0% | Sold out |
| City National Bank of Florida | 0 | $0 | 0.00% | −1,768−100.0% | Sold out |
| Wellspring Financial Advisors, LLC | 0 | $0 | 0.00% | −1,766−100.0% | Sold out |
| Smith Thornton Advisors LLC | 0 | $0 | 0.00% | −1,765−100.0% | Sold out |
| Founders Financial Alliance, LLC | 0 | $0 | 0.00% | −1,749−100.0% | Sold out |
| Baron Silver Stevens Financial Advisors, LLC | 0 | $0 | 0.00% | −1,737−100.0% | Sold out |
| Balboa Wealth Partners | 0 | $0 | 0.00% | −1,713−100.0% | Sold out |
| Ingalls & Snyder LLC | 0 | $0 | 0.00% | −1,713−100.0% | Sold out |
| Linscomb & Williams, Inc. | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Loudon Investment Management, LLC | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Reston Wealth Management LLC | 0 | $0 | 0.00% | −1,699−100.0% | Sold out |
| Wealth Management Associates, Inc. | 0 | $0 | 0.00% | −1,697−100.0% | Sold out |
| Turn8 Private Wealth Inc. | 0 | $0 | 0.00% | −1,698−100.0% | Sold out |
| Archetype Wealth Partners | 0 | $0 | 0.00% | −1,533−100.0% | Sold out |
| Eurizon Capital SGR S.p.A. | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Cygnus Capital Advisors, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −972−100.0% | Sold out |
| BIT Capital GmbH | 0 | $0 | 0.00% | −898−100.0% | Sold out |
| Cascades Capital Asset Management, LLC | 0 | $0 | 0.00% | −863−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −811−100.0% | Sold out |
| ABS Direct Equity Fund LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Addison Advisors LLC | 0 | $0 | 0.00% | −610−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −605−100.0% | Sold out |
| Wall Street Financial Group, Inc. | 0 | $0 | 0.00% | −566−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −560−100.0% | Sold out |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −530−100.0% | Sold out |
| Global Assets Advisory, LLC | 0 | $0 | 0.00% | −417−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −380−100.0% | Sold out |
| DAGCO, Inc. | 0 | $0 | 0.00% | −317−100.0% | Sold out |
| Global Wealth Strategies & Associates | 0 | $0 | 0.00% | −263−100.0% | Sold out |
| Retiremitten Financial LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Intentional Wealth Strategies, LLC | 0 | $0 | 0.00% | −205−100.0% | Sold out |
| Sachetta, LLC | 0 | $0 | 0.00% | −172−100.0% | Sold out |
| POM Investment Strategies, LLC | 0 | $0 | 0.00% | −146−100.0% | Sold out |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Essential Partners LLC | 0 | $0 | 0.00% | −97−100.0% | Sold out |
| Innovative Asset Advisors Group, LLC | 0 | $0 | 0.00% | −92−100.0% | Sold out |
| Capital & Planning, LLC | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| Missouri Trust & Investment Co | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Richardson Capital Management LLC | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| MBM Wealth Consultants, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| First Pacific Financial | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Legacy Wealth Managment, LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| True Link Financial Advisors, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Resources Management Corp | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Measured Wealth Private Client Group, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Imprint Wealth LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Walsh & Associates, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| Jaffetilchin Investment Partners, LLC | – | – | – | – | Not filed |
| Skopos Labs, Inc. | – | – | – | – | Not filed |
| Gibbs Wealth Management | – | – | – | – | Not filed |
| GM Advisory Group, Inc. | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| U.S. Capital Wealth Advisors, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |
| Canandaigua National Corp | – | – | – | – | Not filed |
| Arcadia Investment Management Corp | – | – | – | – | Not filed |
| Evelyn Partners Investment Management LLP | – | – | – | – | Not filed |
| First Affirmative Financial Network | – | – | – | – | Not filed |
| Leo Wealth, LLC | – | – | – | – | Not filed |
| Moseley Investment Management Inc | – | – | – | – | Not filed |
| Anfield Capital Management, LLC | – | – | – | – | Not filed |
| TCFG Wealth Management, LLC | – | – | – | – | Not filed |
| McIlrath & Eck, LLC | – | – | – | – | Not filed |
| Evelyn Partners Asset Management Ltd | – | – | – | – | Not filed |
| Red Tortoise LLC | – | – | – | – | Not filed |
| Sofos Investments, Inc. | – | – | – | – | Not filed |
