| Stiles Financial Services Inc | 0 | $0 | 0.00% | −1,101−100.0% | Sold out |
| Narus Financial Partners, LLC | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Chancellor Financial Group WB LP | 0 | $0 | 0.00% | −1,098−100.0% | Sold out |
| David J Yvars Group | 0 | $0 | 0.00% | −1,093−100.0% | Sold out |
| JDH Wealth Management, LLC | 0 | $0 | 0.00% | −1,093−100.0% | Sold out |
| Synergy Financial Group, LTD | 0 | $0 | 0.00% | −1,090−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −1,087−100.0% | Sold out |
| Hoxton Planning & Management, LLC | 0 | $0 | 0.00% | −1,086−100.0% | Sold out |
| Abacus Planning Group, Inc. | 0 | $0 | 0.00% | −1,083−100.0% | Sold out |
| Oak Harvest Investment Services | 0 | $0 | 0.00% | −1,075−100.0% | Sold out |
| Arkfeld Wealth Strategies, L.L.C. | 0 | $0 | 0.00% | −1,049−100.0% | Sold out |
| TriaGen Wealth Management LLC | 0 | $0 | 0.00% | −1,068−100.0% | Sold out |
| WT Wealth Management | 0 | $0 | 0.00% | −1,065−100.0% | Sold out |
| Elser Financial Planning, Inc | 0 | $0 | 0.00% | −1,056−100.0% | Sold out |
| Cassaday & Co Wealth Management LLC | 0 | $0 | 0.00% | −1,055−100.0% | Sold out |
| MontVue Capital Management, Inc. | 0 | $0 | 0.00% | −1,055−100.0% | Sold out |
| McLean Asset Management Corp | 0 | $0 | 0.00% | −1,052−100.0% | Sold out |
| Summit Wealth Partners, LLC | 0 | $0 | 0.00% | −1,047−100.0% | Sold out |
| FFG Partners, LLC | 0 | $0 | 0.00% | −1,038−100.0% | Sold out |
| Peregrine Asset Advisers, Inc. | 0 | $0 | 0.00% | −1,037−100.0% | Sold out |
| Rice Partnership, LLC | 0 | $0 | 0.00% | −1,037−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −1,037−100.0% | Sold out |
| Sterling Financial Group, Inc. | 0 | $0 | 0.00% | −1,037−100.0% | Sold out |
| Hutchens & Kramer Investment Management Group, LLC | 0 | $0 | 0.00% | −1,034−100.0% | Sold out |
| Paradigm Financial Partners, LLC | 0 | $0 | 0.00% | −1,032−100.0% | Sold out |
| Panoramic Capital Partners, LLC | 0 | $0 | 0.00% | −1,030−100.0% | Sold out |
| Waterloo Capital, L.P. | 0 | $0 | 0.00% | −1,028−100.0% | Sold out |
| Signal Advisors Wealth, LLC | 0 | $0 | 0.00% | −1,023−100.0% | Sold out |
| Texas Capital Bank Wealth Management Services Inc | 0 | $0 | 0.00% | −1,018−100.0% | Sold out |
| Ethos Financial Group, LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Pilgrim Partners Asia Pte Ltd | 0 | $0 | 0.00% | −810−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −595−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −551−100.0% | Sold out |
| Wingate Wealth Advisors, Inc. | 0 | $0 | 0.00% | −493−100.0% | Sold out |
| Kohmann Bosshard Financial Services, LLC | 0 | $0 | 0.00% | −490−100.0% | Sold out |
| Vista Private Wealth Partners. LLC | 0 | $0 | 0.00% | −427−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −423−100.0% | Sold out |
| Capital & Planning, LLC | 0 | $0 | 0.00% | −401−100.0% | Sold out |
| Oarsman Capital, Inc. | 0 | $0 | 0.00% | −381−100.0% | Sold out |
| Providence First Trust Co | 0 | $0 | 0.00% | −374−100.0% | Sold out |
| NVWM, LLC | 0 | $0 | 0.00% | −366−100.0% | Sold out |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −388−100.0% | Sold out |
| Financial Life Planners | 0 | $0 | 0.00% | −312−100.0% | Sold out |
| Lee Danner & Bass Inc | 0 | $0 | 0.00% | −241−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −224−100.0% | Sold out |
| Caitlin John, LLC | 0 | $0 | 0.00% | −211−100.0% | Sold out |
| Human Investing LLC | 0 | $0 | 0.00% | −208−100.0% | Sold out |
| CoreFirst Bank & Trust | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Pineridge Advisors LLC | 0 | $0 | 0.00% | −113−100.0% | Sold out |
| Lam Group, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| FLP Wealth Management, LLC | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| Decker Retirement Planning Inc. | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| Pathway Financial Advisers, LLC | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| Live Oak Investment Partners | 0 | $0 | 0.00% | – | Sold out |
| Conquis Financial LLC | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Talon Private Wealth, LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Richard W. Paul & Associates, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Sugar Maple Asset Management, LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| FPC Investment Advisory, Inc. | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Horrell Capital Management, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Fairfield Financial Advisors, LTD | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Measured Risk Portfolios, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| West Branch Capital LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Coston, McIsaac & Partners | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Swedbank AB | – | – | – | – | Not filed |
| River & Mercantile Asset Management LLP | – | – | – | – | Not filed |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |
| Buckingham Capital Management, Inc. | – | – | – | – | Not filed |
| Chiron Investment Management, LLC | – | – | – | – | Not filed |
| Vise Technologies, Inc. | – | – | – | – | Not filed |
| Edge Capital Group, LLC | – | – | – | – | Not filed |
| Natixis Investment Managers International | – | – | – | – | Not filed |
| Zions Bancorporation, N.A. | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Passumpsic Savings Bank | – | – | – | – | Not filed |
| Madison Investment Advisors, LLC | – | – | – | – | Not filed |
| Caxton Associates LP | – | – | – | – | Not filed |
| Hilltop National Bank | – | – | – | – | Not filed |
| Lake Street Advisors Group, LLC | – | – | – | – | Not filed |
| Avitas Wealth Management LLC | – | – | – | – | Not filed |
| Financial Gravity Companies, Inc. | – | – | – | – | Not filed |
| Bray Capital Advisors | – | – | – | – | Not filed |
| Geller Advisors LLC | – | – | – | – | Not filed |
| IronOak Wealth LLC. | – | – | – | – | Not filed |
| Chapman Financial Group, LLC | – | – | – | – | Not filed |
| Executive Wealth Management, LLC | – | – | – | – | Not filed |
| AlphaMark Advisors, LLC | – | – | – | – | Not filed |
| Oliver Lagore Vanvalin Investment Group | – | – | – | – | Not filed |
| Truxt Investmentos Ltda. | – | – | – | – | Not filed |
| WR Wealth Planners, LLC | – | – | – | – | Not filed |
| Kolinsky Wealth Management, LLC | – | – | – | – | Not filed |
| Kiely Wealth Advisory Group, Inc. | – | – | – | – | Not filed |
| Oxford Wealth Group, LLC | – | – | – | – | Not filed |
| Peninsula Wealth, LLC | – | – | – | – | Not filed |
| Merriman Wealth Management, LLC | – | – | – | – | Not filed |
| Lakeview Capital Partners, LLC | – | – | – | – | Not filed |
| TrinityPoint Wealth, LLC | – | – | – | – | Not filed |
| Strategic Wealth Partners, Ltd. | – | – | – | – | Not filed |
| Mosley Wealth Management | – | – | – | – | Not filed |
