| Financial Advisory Service, Inc. | 0 | $0 | 0.00% | −532−100.0% | Sold out |
| Impact Investors, Inc | 0 | $0 | 0.00% | −529−100.0% | Sold out |
| BlueSky Wealth Advisors, LLC | 0 | $0 | 0.00% | −528−100.0% | Sold out |
| Athena Wealth Management, LLC | 0 | $0 | 0.00% | −524−100.0% | Sold out |
| Family Management Corp | 0 | $0 | 0.00% | −520−100.0% | Sold out |
| Anchyra Partners LLC | 0 | $0 | 0.00% | −519−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −518−100.0% | Sold out |
| Trust Co of the South | 0 | $0 | 0.00% | −518−100.0% | Sold out |
| Generali Investments, Management Co LLC | 0 | $0 | 0.00% | −516−100.0% | Sold out |
| Texas Capital Bank Wealth Management Services Inc | 0 | $0 | 0.00% | −515−100.0% | Sold out |
| Independent Wealth Network Inc. | 0 | $0 | 0.00% | −511−100.0% | Sold out |
| Verity Asset Management, Inc. | 0 | $0 | 0.00% | −508−100.0% | Sold out |
| Investment Research Partners LLC | 0 | $0 | 0.00% | −508−100.0% | Sold out |
| Cascade Financial Partners, LLC | 0 | $0 | 0.00% | −507−100.0% | Sold out |
| Greenline Wealth Management LLC | 0 | $0 | 0.00% | −507−100.0% | Sold out |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −505−100.0% | Sold out |
| Mezzasalma Advisors, LLC | 0 | $0 | 0.00% | −502−100.0% | Sold out |
| LSV Asset Management | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Portfolio Strategies, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Occidental Asset Management, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Panoramic Capital Partners, LLC | 0 | $0 | 0.00% | −498−100.0% | Sold out |
| Ruggaard & Associates LLC | 0 | $0 | 0.00% | −496−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −491−100.0% | Sold out |
| Laurel Oak Wealth Management, LLC | 0 | $0 | 0.00% | −490−100.0% | Sold out |
| Finivi Inc. | 0 | $0 | 0.00% | −489−100.0% | Sold out |
| Five Oceans Advisors | 0 | $0 | 0.00% | −487−100.0% | Sold out |
| Trust Co of Virginia | 0 | $0 | 0.00% | −487−100.0% | Sold out |
| Montecito Bank & Trust | 0 | $0 | 0.00% | −486−100.0% | Sold out |
| Clarity Financial LLC | 0 | $0 | 0.00% | −486−100.0% | Sold out |
| Elite Life Management LLC | 0 | $0 | 0.00% | −491−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −482−100.0% | Sold out |
| Bell Bank | 0 | $0 | 0.00% | −481−100.0% | Sold out |
| LifeGuide Financial Advisors, LLC | 0 | $0 | 0.00% | −480−100.0% | Sold out |
| Sunpointe, LLC | 0 | $0 | 0.00% | −477−100.0% | Sold out |
| Snowwater Investment Partners, LLC | 0 | $0 | 0.00% | −477−100.0% | Sold out |
| Rockline Wealth Management, LLC | 0 | $0 | 0.00% | −476−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −473−100.0% | Sold out |
| Attessa Capital LLC | 0 | $0 | 0.00% | −471−100.0% | Sold out |
| OV Management LLC | 0 | $0 | 0.00% | −468−100.0% | Sold out |
| YANKCOM Partnership | 0 | $0 | 0.00% | −415−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −370−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −363−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −285−100.0% | Sold out |
| Munich Reinsurance Co Stock Corp in Munich | 0 | $0 | 0.00% | −282−100.0% | Sold out |
| Vestor Capital, LLC | 0 | $0 | 0.00% | −271−100.0% | Sold out |
| Wall Street Financial Group, Inc. | 0 | $0 | 0.00% | −264−100.0% | Sold out |
| Osterweis Capital Management Inc | 0 | $0 | 0.00% | −244−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −238−100.0% | Sold out |
| Brooklands Fund Management Ltd | 0 | $0 | 0.00% | −202−100.0% | Sold out |
| True Link Financial Advisors, LLC | 0 | $0 | 0.00% | −145−100.0% | Sold out |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −124−100.0% | Sold out |
| Missouri Trust & Investment Co | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| Timothy G. Youngquist 2020 Irrevocable Trust | 0 | $0 | 0.00% | −111−100.0% | Sold out |
| DAGCO, Inc. | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| Global Wealth Strategies & Associates | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Centennial Bank | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Legacy Wealth Managment, LLC | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| Rakuten Securities, Inc. | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| Clarity Asset Management, Inc. | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| Intentional Wealth Strategies, LLC | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Noble Wealth Management PBC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Innovative Asset Advisors Group, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Wellington Grp LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Trust Co | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Bitterroot Capital Advisors LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Bravera Wealth | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Brown Shipley& Co Ltd | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Magnolia Wealth Management, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Clayton Financial Group LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| JNBA Financial Advisors | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Old Second National Bank of Aurora | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| South Plains Financial, Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Signature Resources Capital Management, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Piscataqua Savings Bank | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Lodestone Wealth Management LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Estabrook Capital Management | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| MBM Wealth Consultants, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| TopTier Wealth Management, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| Evelyn Partners Investment Management LLP | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Exencial Wealth Advisors, LLC | – | – | – | – | Not filed |
| Laurus Investment Counsel Inc. | – | – | – | – | Not filed |
| Evelyn Partners Investment Management Services Ltd | – | – | – | – | Not filed |
| Vantage Investment Partners, LLC | – | – | – | – | Not filed |
| Skopos Labs, Inc. | – | – | – | – | Not filed |
| Richard Bernstein Advisors LLC | – | – | – | – | Not filed |
| Bey-Douglas LLC | – | – | – | – | Not filed |
| Leo Wealth, LLC | – | – | – | – | Not filed |
| GM Advisory Group, Inc. | – | – | – | – | Not filed |
| Journey Strategic Wealth LLC | – | – | – | – | Not filed |
| Financially in Tune, LLC | – | – | – | – | Not filed |
| Arcadia Investment Management Corp | – | – | – | – | Not filed |
| Canandaigua National Corp | – | – | – | – | Not filed |
| Moseley Investment Management Inc | – | – | – | – | Not filed |
