| Cornerstone Wealth Group, LLC | 0 | $0 | 0.00% | −5,266−100.0% | Sold out |
| Second Half Financial Partners, LLC | 0 | $0 | 0.00% | −4,583−100.0% | Sold out |
| Tandem Capital Management Corp | 0 | $0 | 0.00% | −5,212−100.0% | Sold out |
| Meyer Handelman Co | 0 | $0 | 0.00% | −5,200−100.0% | Sold out |
| Personal Cfo Solutions, LLC | 0 | $0 | 0.00% | −5,200−100.0% | Sold out |
| SC&H Financial Advisors, Inc. | 0 | $0 | 0.00% | −5,183−100.0% | Sold out |
| Next Level Private LLC | 0 | $0 | 0.00% | −4,868−100.0% | Sold out |
| HC Advisors, LLC | 0 | $0 | 0.00% | −5,174−100.0% | Sold out |
| Financial Partners Group, LLC | 0 | $0 | 0.00% | −5,154−100.0% | Sold out |
| Acorn Financial Advisory Services Inc | 0 | $0 | 0.00% | −5,117−100.0% | Sold out |
| HighTower Trust Services, LTA | 0 | $0 | 0.00% | −5,115−100.0% | Sold out |
| J. L. Bainbridge & Co., Inc. | 0 | $0 | 0.00% | −5,055−100.0% | Sold out |
| CFO4Life Group, LLC | 0 | $0 | 0.00% | −5,024−100.0% | Sold out |
| Tocqueville Asset Management L.P. | 0 | $0 | 0.00% | −4,994−100.0% | Sold out |
| Hamilton Capital, LLC | 0 | $0 | 0.00% | −4,963−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −4,957−100.0% | Sold out |
| FineMark National Bank & Trust | 0 | $0 | 0.00% | −4,914−100.0% | Sold out |
| First Foundation Advisors | 0 | $0 | 0.00% | −4,885−100.0% | Sold out |
| Dorsey & Whitney Trust CO LLC | 0 | $0 | 0.00% | −4,880−100.0% | Sold out |
| Insight Advisors, LLC | 0 | $0 | 0.00% | −4,776−100.0% | Sold out |
| Drive Wealth Management, LLC | 0 | $0 | 0.00% | −4,812−100.0% | Sold out |
| Eagle Capital Management, LLC | 0 | $0 | 0.00% | −4,798−100.0% | Sold out |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | $0 | 0.00% | −4,736−100.0% | Sold out |
| Amplius Wealth Advisors, LLC | 0 | $0 | 0.00% | −200,303−100.0% | Sold out |
| Joule Financial, LLC | 0 | $0 | 0.00% | −4,729−100.0% | Sold out |
| Stillwater Investment Management, LLC | 0 | $0 | 0.00% | −4,728−100.0% | Sold out |
| Principle Wealth Partners LLC | 0 | $0 | 0.00% | −4,721−100.0% | Sold out |
| Nations Financial Group Inc, | 0 | $0 | 0.00% | −4,717−100.0% | Sold out |
| Alaethes Wealth LLC | 0 | $0 | 0.00% | −4,700−100.0% | Sold out |
| LexAurum Advisors, LLC | 0 | $0 | 0.00% | −4,696−100.0% | Sold out |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −4,689−100.0% | Sold out |
| Truadvice, LLC | 0 | $0 | 0.00% | −4,254−100.0% | Sold out |
| Home Federal Bank of Tennessee | 0 | $0 | 0.00% | −4,661−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | – | Sold out |
| Pittenger & Anderson Inc | 0 | $0 | 0.00% | −3,804−100.0% | Sold out |
| Payden & Rygel | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Glassy Mountain Advisors, Inc. | 0 | $0 | 0.00% | −3,586−100.0% | Sold out |
| Lansing Street Advisors | 0 | $0 | 0.00% | −3,235−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −2,426−100.0% | Sold out |
| Wellspring Financial Advisors, LLC | 0 | $0 | 0.00% | −2,406−100.0% | Sold out |
| Zullo Investment Group, Inc. | 0 | $0 | 0.00% | −1,731−100.0% | Sold out |
| MayTech Global Investments, LLC | 0 | $0 | 0.00% | −1,706−100.0% | Sold out |
| American National Bank | 0 | $0 | 0.00% | −1,521−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −1,107−100.0% | Sold out |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,011−100.0% | Sold out |
| J.Safra Asset Management Corp | 0 | $0 | 0.00% | −683−100.0% | Sold out |
| Grey Fox Wealth Advisors, LLC | 0 | $0 | 0.00% | −653−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −608−100.0% | Sold out |
| Retirement Financial Solutions, LLC | 0 | $0 | 0.00% | −497−100.0% | Sold out |
| Operose Advisors LLC | 0 | $0 | 0.00% | −418−100.0% | Sold out |
| Corrado Advisors, LLC | 0 | $0 | 0.00% | −403−100.0% | Sold out |
| BOK Financial Private Wealth, Inc. | 0 | $0 | 0.00% | −370−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Madden Securities Corp | 0 | $0 | 0.00% | −287−100.0% | Sold out |
| Trust Co | 0 | $0 | 0.00% | −253−100.0% | Sold out |
| My Personal CFO, LLC | 0 | $0 | 0.00% | −220−100.0% | Sold out |
| Mine & Arao Wealth Creation & Management, LLC. | 0 | $0 | 0.00% | −201−100.0% | Sold out |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Freedom Wealth Alliance, LLC | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −167−100.0% | Sold out |
| Cedar Mountain Advisors, LLC | 0 | $0 | 0.00% | −163−100.0% | Sold out |
| Sierra Capital LLC | 0 | $0 | 0.00% | −159−100.0% | Sold out |
| Addison Advisors LLC | 0 | $0 | 0.00% | −143−100.0% | Sold out |
| Coastal Capital Group, Inc. | 0 | $0 | 0.00% | −129−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Luken Investment Analytics, LLC | 0 | $0 | 0.00% | −129−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| EWG Elevate Inc. | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| Coppell Advisory Solutions Corp. | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| Laffer Tengler Investments | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| MinichMacGregor Wealth Management, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Goodwin Investment Advisory | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| First Community Trust NA | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Transamerica Financial Advisors, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Rothschild & Co Asset Management US Inc. | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| Gofen & Glossberg LLC | – | – | – | – | Not filed |
| Icon Wealth Advisors, LLC | – | – | – | – | Not filed |
| Semmax Financial Advisors Inc. | – | – | – | – | Not filed |
| Seeyond | – | – | – | – | Not filed |
| Alaska Permanent Fund Corp | – | – | – | – | Not filed |
| Boenning & Scattergood, Inc. | – | – | – | – | Not filed |
| Pendal Group Limited | – | – | – | – | Not filed |
| Marotta Asset Management | – | – | – | – | Not filed |
| Allstate Investment Management Co | – | – | – | – | Not filed |
| Aevitas Wealth Management, Inc. | – | – | – | – | Not filed |
| Laurel Wealth Advisors, Inc. | – | – | – | – | Not filed |
| Trustcore Financial Services, LLC | – | – | – | – | Not filed |
| Gallagher Benefit Services, Inc. | – | – | – | – | Not filed |
| F3Logic, LLC | – | – | – | – | Not filed |
| Canandaigua National Corp | – | – | – | – | Not filed |
| Zeke Capital Advisors, LLC | – | – | – | – | Not filed |
| Selective Wealth Management, Inc. | – | – | – | – | Not filed |
| Personal Capital Advisors Corp | – | – | – | – | Not filed |
| ARGI Investment Services, LLC | – | – | – | – | Not filed |
| Sargent Bickham Lagudis LLC | – | – | – | – | Not filed |
| Neo Ivy Capital Management | – | – | – | – | Not filed |
| CFO4Life, L.P. | – | – | – | – | Not filed |
