| Strategic Family Wealth Counselors, L.L.C. | 0 | $0 | 0.00% | −1,051−100.0% | Sold out |
| Chesapeake Wealth Management | 0 | $0 | 0.00% | −1,052−100.0% | Sold out |
| Carlson Capital Management | 0 | $0 | 0.00% | −1,023−100.0% | Sold out |
| Horizon Investment Services, LLC | 0 | $0 | 0.00% | −1,015−100.0% | Sold out |
| Pinnacle Family Advisors, LLC | 0 | $0 | 0.00% | −1,006−100.0% | Sold out |
| Requisite Capital Management, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| McLean Asset Management Corp | 0 | $0 | 0.00% | −1,048−100.0% | Sold out |
| Spark Investment Management LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Range Financial Group LLC | 0 | $0 | 0.00% | −994−100.0% | Sold out |
| Vishria Bird Financial Group, LLC | 0 | $0 | 0.00% | −991−100.0% | Sold out |
| Berkshire Asset Management LLC | 0 | $0 | 0.00% | −988−100.0% | Sold out |
| Hallmark Capital Management Inc | 0 | $0 | 0.00% | −980−100.0% | Sold out |
| Act Wealth Management, LLC | 0 | $0 | 0.00% | −902−100.0% | Sold out |
| Tru Independence Asset Management 2, LLC | 0 | $0 | 0.00% | −976−100.0% | Sold out |
| JT Stratford LLC | 0 | $0 | 0.00% | −971−100.0% | Sold out |
| All Terrain Financial Advisors, LLC | 0 | $0 | 0.00% | −975−100.0% | Sold out |
| Montis Financial, LLC | 0 | $0 | 0.00% | −951−100.0% | Sold out |
| Terry L. Blaker | 0 | $0 | 0.00% | −961−100.0% | Sold out |
| One Charles Private Wealth Services, LLC | 0 | $0 | 0.00% | −959−100.0% | Sold out |
| InterOcean Capital Group, LLC | 0 | $0 | 0.00% | −959−100.0% | Sold out |
| Compton Financial Group, LLC | 0 | $0 | 0.00% | −960−100.0% | Sold out |
| Draper Asset Management, LLC | 0 | $0 | 0.00% | −958−100.0% | Sold out |
| Bahl & Gaynor Inc | 0 | $0 | 0.00% | −950−100.0% | Sold out |
| REDW Wealth LLC | 0 | $0 | 0.00% | −950−100.0% | Sold out |
| Beacon Financial Advisory LLC | 0 | $0 | 0.00% | −944−100.0% | Sold out |
| Galvin, Gaustad & Stein, LLC | 0 | $0 | 0.00% | −944−100.0% | Sold out |
| First United Bank Trust | 0 | $0 | 0.00% | −939−100.0% | Sold out |
| Nelson Capital Management, LLC | 0 | $0 | 0.00% | −941−100.0% | Sold out |
| 44 Wealth Management LLC | 0 | $0 | 0.00% | −939−100.0% | Sold out |
| Karpas Strategies, LLC | 0 | $0 | 0.00% | −968−100.0% | Sold out |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −938−100.0% | Sold out |
| Isthmus Partners, LLC | 0 | $0 | 0.00% | −933−100.0% | Sold out |
| Johnson Bixby & Associates, LLC | 0 | $0 | 0.00% | −934−100.0% | Sold out |
| Breiter Capital Management Inc | 0 | $0 | 0.00% | −925−100.0% | Sold out |
| Vision Capital Management, Inc. | 0 | $0 | 0.00% | −928−100.0% | Sold out |
| Harfst & Associates, Inc. | 0 | $0 | 0.00% | −932−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −929−100.0% | Sold out |
| Roberts Glore & Co Inc | 0 | $0 | 0.00% | −919−100.0% | Sold out |
| Campbell Wealth Management | 0 | $0 | 0.00% | −919−100.0% | Sold out |
| Newman & Schimel, LLC | 0 | $0 | 0.00% | −920−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −913−100.0% | Sold out |
| Cherry Creek Investment Advisors, Inc. | 0 | $0 | 0.00% | −913−100.0% | Sold out |
| Phoenix Wealth Advisors | 0 | $0 | 0.00% | −899−100.0% | Sold out |
| Wealth Advisors, Inc. | 0 | $0 | 0.00% | −859−100.0% | Sold out |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −783−100.0% | Sold out |
| Prentice Wealth Management LLC | 0 | $0 | 0.00% | −715−100.0% | Sold out |
| Walled Lake Planning & Wealth Management, LLC | 0 | $0 | 0.00% | −670−100.0% | Sold out |
| QVR LLC | 0 | $0 | 0.00% | −612−100.0% | Sold out |
| Blueprint Investment Partners LLC | 0 | $0 | 0.00% | −555−100.0% | Sold out |
| BTG Pactual Global Asset Management Ltd | 0 | $0 | 0.00% | −496−100.0% | Sold out |
| Pacitti Group Inc. | 0 | $0 | 0.00% | −469−100.0% | Sold out |
| University of Texas/Texas Am Investment Managment Co | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Cahill Financial Advisors Inc | 0 | $0 | 0.00% | −401−100.0% | Sold out |
| Sterling Financial Planning, Inc. | 0 | $0 | 0.00% | −251−100.0% | Sold out |
| Truehand, Inc | 0 | $0 | 0.00% | −245−100.0% | Sold out |
| Standard Family Office LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Resolute Partners Group | 0 | $0 | 0.00% | −137−100.0% | Sold out |
| Better Money Decisions, LLC | 0 | $0 | 0.00% | −74−100.0% | Sold out |
| Evolution Wealth Advisors, LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| RPg Family Wealth Advisory, LLC | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Close Asset Management Ltd | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| First Command Advisory Services, Inc. | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Red Cedar Capital, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Red Tortoise LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Cypress Point Wealth Management, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Qci Asset Management Inc | – | – | – | – | Not filed |
| Marshall Wace North America L.P. | – | – | – | – | Not filed |
| BBVA USA | – | – | – | – | Not filed |
| Ameritas Investment Company, LLC | – | – | – | – | Not filed |
| HighPoint Advisor Group LLC | – | – | – | – | Not filed |
| World Asset Management Inc | – | – | – | – | Not filed |
| NorthCoast Asset Management LLC | – | – | – | – | Not filed |
| Eudaimonia Partners, LLC | – | – | – | – | Not filed |
| Mid Atlantic Financial Management Inc | – | – | – | – | Not filed |
| Sonora Investment Management, LLC | – | – | – | – | Not filed |
| Security National Trust Co | – | – | – | – | Not filed |
| Professional Planning | – | – | – | – | Not filed |
| Homrich & Berg | – | – | – | – | Not filed |
| Alexandria Capital, LLC | – | – | – | – | Not filed |
| Old Dominion Capital Management Inc | – | – | – | – | Not filed |
| Black Maple Capital Management LP | – | – | – | – | Not filed |
| Harbor Financial Services, LLC | – | – | – | – | Not filed |
| Landsberg, Bennett, & Dubbaneh LLC | – | – | – | – | Not filed |
| Newport Wealth Strategies, Inc. | – | – | – | – | Not filed |
| Granite Investment Advisors, LLC | – | – | – | – | Not filed |
| Cardan Capital Partners, LLC | – | – | – | – | Not filed |
| Heritage Wealth Management, LLC | – | – | – | – | Not filed |
| Farr Miller & Washington LLC | – | – | – | – | Not filed |
| Unified Trust Company, N.A. | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |
| Cascadia Advisory Services, LLC | – | – | – | – | Not filed |
| Arvest Bank Trust Division | – | – | – | – | Not filed |
| Wealth Quarterback LLC | – | – | – | – | Not filed |
| Psagot Investment House Ltd. | – | – | – | – | Not filed |
| CAMG Solamere Management, LLC | – | – | – | – | Not filed |
| Wealth Advisory Solutions, LLC | – | – | – | – | Not filed |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | – | – | – | – | Not filed |
