| Nadler Financial Group, Inc. | 0 | $0 | 0.00% | −1,226−100.0% | Sold out |
| Redmont Wealth Advisors LLC | 0 | $0 | 0.00% | −1,227−100.0% | Sold out |
| Walker Financial Services, Inc. | 0 | $0 | 0.00% | −1,227−100.0% | Sold out |
| Barnes Pettey Financial Advisors, LLC | 0 | $0 | 0.00% | −1,209−100.0% | Sold out |
| Wealth Advisors of Tampa Bay, LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Calton & Associates, Inc. | 0 | $0 | 0.00% | −1,194−100.0% | Sold out |
| Brown Advisory Securities, LLC | 0 | $0 | 0.00% | −1,197−100.0% | Sold out |
| Berger Financial Group, Inc | 0 | $0 | 0.00% | −1,189−100.0% | Sold out |
| Bickling Financial Services, Inc. | 0 | $0 | 0.00% | −1,181−100.0% | Sold out |
| Act Wealth Management, LLC | 0 | $0 | 0.00% | −1,679−100.0% | Sold out |
| Independent Wealth Network Inc. | 0 | $0 | 0.00% | −1,165−100.0% | Sold out |
| Beacon Financial Advisory LLC | 0 | $0 | 0.00% | −1,164−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,161−100.0% | Sold out |
| Holderness Investments Co | 0 | $0 | 0.00% | −1,145−100.0% | Sold out |
| Crescent Grove Advisors, LLC | 0 | $0 | 0.00% | −1,144−100.0% | Sold out |
| Garrison Point Advisors, LLC | 0 | $0 | 0.00% | −1,140−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −1,133−100.0% | Sold out |
| Connecticut Wealth Management, LLC | 0 | $0 | 0.00% | −1,134−100.0% | Sold out |
| Tranquility Partners, LLC | 0 | $0 | 0.00% | −1,124−100.0% | Sold out |
| Gillespie Robinson & Grimm Inc | 0 | $0 | 0.00% | −1,116−100.0% | Sold out |
| JB Capital LLC | 0 | $0 | 0.00% | −1,118−100.0% | Sold out |
| Pacific Capital Wealth Advisors, Inc | 0 | $0 | 0.00% | −1,110−100.0% | Sold out |
| Northside Capital Management, LLC | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| All Terrain Financial Advisors, LLC | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Hixon Zuercher, LLC | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Connectus Wealth, LLC | 0 | $0 | 0.00% | −1,096−100.0% | Sold out |
| Mirova | 0 | $0 | 0.00% | −1,035−100.0% | Sold out |
| Ahrens Investment Partners LLC | 0 | $0 | 0.00% | −729−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | – | Sold out |
| Sierra Capital LLC | 0 | $0 | 0.00% | −542−100.0% | Sold out |
| Baron Financial Group, LLC | 0 | $0 | 0.00% | −530−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −510−100.0% | Sold out |
| Joseph P. Lucia & Associates, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Northern Oak Wealth Management Inc | 0 | $0 | 0.00% | −476−100.0% | Sold out |
| Cascade Investment Advisors, Inc. | 0 | $0 | 0.00% | −355−100.0% | Sold out |
| Graves-Light Private Wealth Management, Inc. | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Charter Oak Capital Management, LLC | 0 | $0 | 0.00% | −324−100.0% | Sold out |
| Vectors Research Management, LLC | 0 | $0 | 0.00% | −280−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −281−100.0% | Sold out |
| WFA of San Diego, LLC | 0 | $0 | 0.00% | −230−100.0% | Sold out |
| AGF Investments LLC | 0 | $0 | 0.00% | −188−100.0% | Sold out |
| Arcadia Investment Management Corp | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Rockbridge Investment Management, LCC | 0 | $0 | 0.00% | −124−100.0% | Sold out |
| Heritage Financial Services, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Halpern Financial, Inc. | 0 | $0 | 0.00% | −89−100.0% | Sold out |
| GW&K Investment Management, LLC | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Better Money Decisions, LLC | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Costello Asset Management, INC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Riggs Asset Managment Co. Inc. | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Insight Inv LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Iron Horse Wealth Management, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Spartan Planning & Wealth Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Karlinski Andrew C | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Murphy Capital Management Inc | – | – | – | – | Not filed |
| Quintet Private Bank (Europe) S.A. | – | – | – | – | Not filed |
| HighPoint Advisor Group LLC | – | – | – | – | Not filed |
| Advisor Partners LLC | – | – | – | – | Not filed |
| Coldstream Capital Management Inc | – | – | – | – | Not filed |
| Icon Wealth Partners, LLC | – | – | – | – | Not filed |
| Intersect Capital LLC | – | – | – | – | Not filed |
| Beacon Harbor Wealth Advisors, Inc. | – | – | – | – | Not filed |
| Altium Wealth Management LLC | – | – | – | – | Not filed |
| B. Riley Wealth Management, Inc. | – | – | – | – | Not filed |
| Frontier Wealth Management LLC | – | – | – | – | Not filed |
| Dixon Hubard Feinour & Brown Inc | – | – | – | – | Not filed |
| Loveless Wealth Management LLC | – | – | – | – | Not filed |
| Pinnacle Private Wealth, LLC | – | – | – | – | Not filed |
| NTB Financial Corp | – | – | – | – | Not filed |
| Minot Wealth Management LLC | – | – | – | – | Not filed |
| DRW Securities, LLC | – | – | – | – | Not filed |
| Titus Wealth Management | – | – | – | – | Not filed |
| Crossvault Capital Management LLC | – | – | – | – | Not filed |
| Ern LLC | – | – | – | – | Not filed |
| Brewin Dolphin Wealth Management Ltd | – | – | – | – | Not filed |
| US Asset Management LLC | – | – | – | – | Not filed |
| Swarthmore Group Inc | – | – | – | – | Not filed |
| Brewin Dolphin Ltd | – | – | – | – | Not filed |
| Fieldpoint Private Securities, LLC | – | – | – | – | Not filed |
| Quadrant Private Wealth Management, LLC | – | – | – | – | Not filed |
| BT Wealth Management LLC | – | – | – | – | Not filed |
| Private Capital Group, LLC | – | – | – | – | Not filed |
| HC Financial Advisors Inc | – | – | – | – | Not filed |
| Cordasco Financial Network | – | – | – | – | Not filed |
| Bivin & Associates, Inc. | – | – | – | – | Not filed |
| Enterprise Trust & Investment Co | – | – | – | – | Not filed |
| Emerson Wealth Management, LLC | – | – | – | – | Not filed |
