| River Wealth Advisors LLC | 0 | $0 | 0.00% | −654−100.0% | Sold out |
| Klingman & Associates, LLC | 0 | $0 | 0.00% | −653−100.0% | Sold out |
| TCG Advisory Services, LLC | 0 | $0 | 0.00% | −654−100.0% | Sold out |
| Miracle Mile Advisors, LLC | 0 | $0 | 0.00% | −649−100.0% | Sold out |
| Burke & Herbert Bank & Trust Co | 0 | $0 | 0.00% | −643−100.0% | Sold out |
| Old Port Advisors | 0 | $0 | 0.00% | −621−100.0% | Sold out |
| Powers Advisory Group, LLC | 0 | $0 | 0.00% | −637−100.0% | Sold out |
| NFP Retirement, Inc. | 0 | $0 | 0.00% | −636−100.0% | Sold out |
| Private Management Group Inc | 0 | $0 | 0.00% | −627−100.0% | Sold out |
| Smith Anglin Financial, LLC | 0 | $0 | 0.00% | −627−100.0% | Sold out |
| Midwest Professional Planners, LTD. | 0 | $0 | 0.00% | −629−100.0% | Sold out |
| Peoples Bank | 0 | $0 | 0.00% | −625−100.0% | Sold out |
| Xcel Wealth Management, LLC | 0 | $0 | 0.00% | −626−100.0% | Sold out |
| Orin Green Financial, LLC | 0 | $0 | 0.00% | −598−100.0% | Sold out |
| Pennsylvania Capital Management Inc | 0 | $0 | 0.00% | −624−100.0% | Sold out |
| MEMBERS Trust Co | 0 | $0 | 0.00% | −622−100.0% | Sold out |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −621−100.0% | Sold out |
| Journey Advisory Group, LLC | 0 | $0 | 0.00% | −553−100.0% | Sold out |
| Mountain Pacific Investment Advisers Inc | 0 | $0 | 0.00% | −617−100.0% | Sold out |
| United Bank | 0 | $0 | 0.00% | −612−100.0% | Sold out |
| Charles Schwab Trust Co | 0 | $0 | 0.00% | −613−100.0% | Sold out |
| Ignite Planners, LLC | 0 | $0 | 0.00% | −575−100.0% | Sold out |
| Chelsea Counsel Co | 0 | $0 | 0.00% | −605−100.0% | Sold out |
| Chiron Capital Management, LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| True North Advisors, LLC | 0 | $0 | 0.00% | −598−100.0% | Sold out |
| Capital Market Strategies LLC | 0 | $0 | 0.00% | −596−100.0% | Sold out |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −595−100.0% | Sold out |
| Financial Engines Advisors L.L.C. | 0 | $0 | 0.00% | −590−100.0% | Sold out |
| Octavia Wealth Advisors, LLC | 0 | $0 | 0.00% | −589−100.0% | Sold out |
| Palisade Asset Management, LLC | 0 | $0 | 0.00% | −588−100.0% | Sold out |
| McGuire Investment Group, LLC | 0 | $0 | 0.00% | −586−100.0% | Sold out |
| Cypress Capital Management LLC | 0 | $0 | 0.00% | −585−100.0% | Sold out |
| Bond & Devick Financial Network, Inc. | 0 | $0 | 0.00% | −584−100.0% | Sold out |
| Pictet North America Advisors SA | 0 | $0 | 0.00% | −582−100.0% | Sold out |
| Single Point Partners, LLC | 0 | $0 | 0.00% | −577−100.0% | Sold out |
| ZWJ Investment Counsel Inc | 0 | $0 | 0.00% | −574−100.0% | Sold out |
| Well Done, LLC | 0 | $0 | 0.00% | −573−100.0% | Sold out |
| Private Capital Management, LLC | 0 | $0 | 0.00% | −570−100.0% | Sold out |
| Evolutionary Tree Capital Management, LLC | 0 | $0 | 0.00% | −565−100.0% | Sold out |
| First Heartland Consultants, Inc. | 0 | $0 | 0.00% | −561−100.0% | Sold out |
| Cambridge Advisors Inc. | 0 | $0 | 0.00% | −560−100.0% | Sold out |
| Private Capital Management LLC | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Mitchell Sinkler & Starr | 0 | $0 | 0.00% | −555−100.0% | Sold out |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −555−100.0% | Sold out |
| Aire Advisors, LLC | 0 | $0 | 0.00% | −563−100.0% | Sold out |
| Vaughan David Investments LLC | 0 | $0 | 0.00% | −553−100.0% | Sold out |
| Arabesque Asset Management Ltd | 0 | $0 | 0.00% | −553−100.0% | Sold out |
| Landaas & Co | 0 | $0 | 0.00% | −550−100.0% | Sold out |
| Front Street Capital Management, Inc. | 0 | $0 | 0.00% | −550−100.0% | Sold out |
| ARS Wealth Advisors Group, LLC | 0 | $0 | 0.00% | −549−100.0% | Sold out |
| Becker Capital Management Inc | 0 | $0 | 0.00% | −547−100.0% | Sold out |
| Ironwood Investment Counsel, LLC | 0 | $0 | 0.00% | −548−100.0% | Sold out |
| RKL Wealth Management LLC | 0 | $0 | 0.00% | −547−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −526−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −494−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −488−100.0% | Sold out |
| Hoey Investments, Inc | 0 | $0 | 0.00% | −471−100.0% | Sold out |
| Cypress Capital Management LLC (WY) | 0 | $0 | 0.00% | −423−100.0% | Sold out |
| AGF Investments LLC | 0 | $0 | 0.00% | −315−100.0% | Sold out |
| Stelac Advisory Services LLC | 0 | $0 | 0.00% | −305−100.0% | Sold out |
| Northern Oak Wealth Management Inc | 0 | $0 | 0.00% | −225−100.0% | Sold out |
| Kempen Capital Management N.V. | 0 | $0 | 0.00% | −199−100.0% | Sold out |
| Graves-Light Private Wealth Management, Inc. | 0 | $0 | 0.00% | −195−100.0% | Sold out |
| MayTech Global Investments, LLC | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| Insight Inv LLC | 0 | $0 | 0.00% | −145−100.0% | Sold out |
| Better Money Decisions, LLC | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| Canton Hathaway, LLC | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Syverson Strege & Co | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| GW&K Investment Management, LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| BOK Financial Private Wealth, Inc. | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Rothschild & Co Wealth Management UK Ltd | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Legacy CG, LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Bramshill Investments, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Rockbridge Investment Management, LCC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Ahrens Investment Partners LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Iron Horse Wealth Management, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Cascade Investment Advisors, Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Global Wealth Management Investment Advisory, Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Heritage Financial Services, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Quintet Private Bank (Europe) S.A. | – | – | – | – | Not filed |
| Brewin Dolphin Ltd | – | – | – | – | Not filed |
| Dixon Hubard Feinour & Brown Inc | – | – | – | – | Not filed |
| TPI Fund Managers Ltd | – | – | – | – | Not filed |
| Advisor Partners LLC | – | – | – | – | Not filed |
| Brewin Dolphin Wealth Management Ltd | – | – | – | – | Not filed |
| Icon Wealth Partners, LLC | – | – | – | – | Not filed |
| Crossvault Capital Management LLC | – | – | – | – | Not filed |
| Glassy Mountain Advisors, Inc. | – | – | – | – | Not filed |
| HighPoint Advisor Group LLC | – | – | – | – | Not filed |
| Altium Wealth Management LLC | – | – | – | – | Not filed |
| Coldstream Capital Management Inc | – | – | – | – | Not filed |
| Minot Wealth Management LLC | – | – | – | – | Not filed |
| HC Financial Advisors Inc | – | – | – | – | Not filed |
| Intersect Capital LLC | – | – | – | – | Not filed |
| Frontier Wealth Management LLC | – | – | – | – | Not filed |
| Bruderman Asset Management, LLC | – | – | – | – | Not filed |
| Fieldpoint Private Securities, LLC | – | – | – | – | Not filed |
