| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −436−100.0% | Sold out |
| Avestar Capital, LLC | 0 | $0 | 0.00% | −426−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −413−100.0% | Sold out |
| Pinnacle Wealth Management Advisory Group, LLC | 0 | $0 | 0.00% | −412−100.0% | Sold out |
| Benin Management CORP | 0 | $0 | 0.00% | −409−100.0% | Sold out |
| Tectonic Advisors LLC | 0 | $0 | 0.00% | −409−100.0% | Sold out |
| FineMark National Bank & Trust | 0 | $0 | 0.00% | −407−100.0% | Sold out |
| Kesler, Norman & Wride, LLC | 0 | $0 | 0.00% | −407−100.0% | Sold out |
| Renasant Bank | 0 | $0 | 0.00% | −403−100.0% | Sold out |
| Linscomb & Williams, Inc. | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Sheets Smith Investment Management | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Sheets Smith Wealth Management | 0 | $0 | 0.00% | −398−100.0% | Sold out |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −395−100.0% | Sold out |
| Claudia M.P. Batlle, CRP (R) LLC | 0 | $0 | 0.00% | −395−100.0% | Sold out |
| LCM Capital Management Inc | 0 | $0 | 0.00% | −395−100.0% | Sold out |
| Monterey Private Wealth, Inc. | 0 | $0 | 0.00% | −374−100.0% | Sold out |
| Wealth Management Associates, Inc. | 0 | $0 | 0.00% | −381−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −379−100.0% | Sold out |
| Advisory Resource Group | 0 | $0 | 0.00% | −378−100.0% | Sold out |
| Transcend Wealth Collective, LLC | 0 | $0 | 0.00% | −373−100.0% | Sold out |
| Forte Capital LLC | 0 | $0 | 0.00% | −312−100.0% | Sold out |
| BBR Partners, LLC | 0 | $0 | 0.00% | −372−100.0% | Sold out |
| Centric Wealth Management | 0 | $0 | 0.00% | −371−100.0% | Sold out |
| Blue Barn Wealth, LLC | 0 | $0 | 0.00% | −371−100.0% | Sold out |
| Single Point Partners, LLC | 0 | $0 | 0.00% | −367−100.0% | Sold out |
| Aureus Asset Management, LLC | 0 | $0 | 0.00% | −361−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −357−100.0% | Sold out |
| Gamble Jones Investment Counsel | 0 | $0 | 0.00% | −355−100.0% | Sold out |
| White Lighthouse Investment Management Inc. | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Hirtle Callaghan & Co LLC | 0 | $0 | 0.00% | −349−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −347−100.0% | Sold out |
| Capital Advisory Group Advisory Services, LLC | 0 | $0 | 0.00% | −348−100.0% | Sold out |
| M. Kulyk & Associates, LLC | 0 | $0 | 0.00% | −348−100.0% | Sold out |
| Synergy Financial Group, LTD | 0 | $0 | 0.00% | −347−100.0% | Sold out |
| Rappaport Reiches Capital Management, LLC | 0 | $0 | 0.00% | −347−100.0% | Sold out |
| MJP Associates Inc | 0 | $0 | 0.00% | −346−100.0% | Sold out |
| Boston Common Asset Management, LLC | 0 | $0 | 0.00% | −346−100.0% | Sold out |
| Boston Trust Walden Corp | 0 | $0 | 0.00% | −345−100.0% | Sold out |
| Stanley-Laman Group, Ltd. | 0 | $0 | 0.00% | −343−100.0% | Sold out |
| Apella Capital, LLC | 0 | $0 | 0.00% | −342−100.0% | Sold out |
| SFMG, LLC | 0 | $0 | 0.00% | −336−100.0% | Sold out |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −335−100.0% | Sold out |
| Hemington Wealth Management | 0 | $0 | 0.00% | −334−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −333−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −333−100.0% | Sold out |
| Advisors Capital Management, LLC | 0 | $0 | 0.00% | −331−100.0% | Sold out |
| Texas Capital Bank Wealth Management Services Inc | 0 | $0 | 0.00% | −327−100.0% | Sold out |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −325−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −324−100.0% | Sold out |
| Nicholas Hoffman & Company, LLC. | 0 | $0 | 0.00% | −319−100.0% | Sold out |
| Revolve Wealth Partners, LLC | 0 | $0 | 0.00% | −319−100.0% | Sold out |
| SC&H Financial Advisors, Inc. | 0 | $0 | 0.00% | −315−100.0% | Sold out |
| Moloney Securities Asset Management, LLC | 0 | $0 | 0.00% | −313−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −310−100.0% | Sold out |
| Wealthgate Family Office, LLC | 0 | $0 | 0.00% | −310−100.0% | Sold out |
| Nicolet Bankshares Inc | 0 | $0 | 0.00% | −308−100.0% | Sold out |
| Stonegate Investment Group, LLC | 0 | $0 | 0.00% | −309−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −307−100.0% | Sold out |
| Capstone Wealth Management Group, LLC | 0 | $0 | 0.00% | −306−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −302−100.0% | Sold out |
| Sound View Wealth Advisors Group, LLC | 0 | $0 | 0.00% | −303−100.0% | Sold out |
| Atlas Brown,Inc. | 0 | $0 | 0.00% | −301−100.0% | Sold out |
| Foster Victor Wealth Advisors, LLC | 0 | $0 | 0.00% | −320−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −190−100.0% | Sold out |
| Dougherty Wealth Advisers LLC | 0 | $0 | 0.00% | −161−100.0% | Sold out |
| Autonomy Capital (Jersey) L.P. | 0 | $0 | 0.00% | −148−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −147−100.0% | Sold out |
| Cambridge Trust Co | 0 | $0 | 0.00% | −144−100.0% | Sold out |
| Freedman Financial Associates, Inc. | 0 | $0 | 0.00% | −138−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| DeDora Capital, Inc. | 0 | $0 | 0.00% | −97−100.0% | Sold out |
| San Luis Wealth Advisors LLC | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| Gemmer Asset Management LLC | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| McIlrath & Eck, LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Bank of New Hampshire | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Carroll Investors, Inc | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Vienna Asset Management LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Blue Bell Private Wealth Management, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Bedel Financial Consulting, Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Fortitude Advisory Group L.L.C. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Tompkins Financial Corp | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Ahrens Investment Partners LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Advanced Research Investment Solutions, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Brewin Dolphin Wealth Management Ltd | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| CFS Investment Advisory Services, LLC | 0 | $0 | 0.00% | −82,823−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Azimuth Capital Management LLC | – | – | – | – | Not filed |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | – | – | – | – | Not filed |
| Dockyard Capital Management LP | – | – | – | – | Not filed |
| Golden State Wealth Management, LLC | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| Meristem Family Wealth, LLC | – | – | – | – | Not filed |
| People's United Financial, Inc. | – | – | – | – | Not filed |
| Golden State Equity Partners | – | – | – | – | Not filed |
| Dixon Hughes Goodman Wealth Advisors LLC | – | – | – | – | Not filed |
| SJS Investment Consulting Inc. | – | – | – | – | Not filed |
| Holloway Wealth Management, LLC | – | – | – | – | Not filed |
| Lenox Wealth Advisors, LLC | – | – | – | – | Not filed |