| First American Trust, FSB | 0 | $0 | 0.00% | −1,214−100.0% | Sold out |
| Advisors Management Group Inc | 0 | $0 | 0.00% | −1,212−100.0% | Sold out |
| Tillman Hartley LLC | 0 | $0 | 0.00% | −1,205−100.0% | Sold out |
| Holland Advisory Services, Inc. | 0 | $0 | 0.00% | −1,204−100.0% | Sold out |
| Berkshire Money Management, Inc. | 0 | $0 | 0.00% | −1,188−100.0% | Sold out |
| QVR LLC | 0 | $0 | 0.00% | −1,179−100.0% | Sold out |
| Gries Financial LLC | 0 | $0 | 0.00% | −1,175−100.0% | Sold out |
| Diversified, LLC | 0 | $0 | 0.00% | −1,171−100.0% | Sold out |
| Saxony Capital Management, LLC | 0 | $0 | 0.00% | −1,166−100.0% | Sold out |
| Davis Investment Partners, LLC | 0 | $0 | 0.00% | −1,280−100.0% | Sold out |
| YHB Investment Advisors, Inc. | 0 | $0 | 0.00% | −1,154−100.0% | Sold out |
| Calton & Associates, Inc. | 0 | $0 | 0.00% | −1,151−100.0% | Sold out |
| Virtue Capital Management, LLC | 0 | $0 | 0.00% | −1,293−100.0% | Sold out |
| ARS Wealth Advisors Group, LLC | 0 | $0 | 0.00% | −1,150−100.0% | Sold out |
| Allied Investment Advisors, LLC | 0 | $0 | 0.00% | −1,144−100.0% | Sold out |
| Fernwood Investment Management, LLC | 0 | $0 | 0.00% | −1,142−100.0% | Sold out |
| Cottage Street Advisors LLC | 0 | $0 | 0.00% | −1,142−100.0% | Sold out |
| Chemistry Wealth Management LLC | 0 | $0 | 0.00% | −1,142−100.0% | Sold out |
| Insight Advisors, LLC | 0 | $0 | 0.00% | −1,139−100.0% | Sold out |
| Klein Pavlis & Peasley Financial, Inc. | 0 | $0 | 0.00% | −1,139−100.0% | Sold out |
| Family Wealth Group, LLC | 0 | $0 | 0.00% | −1,137−100.0% | Sold out |
| Crown Wealth Group, LLC | 0 | $0 | 0.00% | −1,135−100.0% | Sold out |
| Exchange Bank | 0 | $0 | 0.00% | −1,117−100.0% | Sold out |
| Warther Private Wealth, LLC | 0 | $0 | 0.00% | −1,114−100.0% | Sold out |
| Regent Peak Wealth Advisors LLC | 0 | $0 | 0.00% | −1,106−100.0% | Sold out |
| Clark Financial Services Group Inc | 0 | $0 | 0.00% | −1,104−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −1,102−100.0% | Sold out |
| Invictus Private Wealth, LLC | 0 | $0 | 0.00% | −1,102−100.0% | Sold out |
| New Jersey Better Educational Savings Trust | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Retirement Income Solutions, Inc | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Aire Advisors, LLC | 0 | $0 | 0.00% | −1,095−100.0% | Sold out |
| Matrix Asset Advisors Inc | 0 | $0 | 0.00% | −1,094−100.0% | Sold out |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −1,094−100.0% | Sold out |
| Apollon Financial, LLC | 0 | $0 | 0.00% | −1,086−100.0% | Sold out |
| Hamilton Capital, LLC | 0 | $0 | 0.00% | −1,084−100.0% | Sold out |
| Oak Harbor Wealth Partners, LLC | 0 | $0 | 0.00% | −1,084−100.0% | Sold out |
| LongView Wealth Management | 0 | $0 | 0.00% | −1,082−100.0% | Sold out |
| Capital Management Associates, Inc | 0 | $0 | 0.00% | −1,082−100.0% | Sold out |
| Annandale Capital, LLC | 0 | $0 | 0.00% | −1,077−100.0% | Sold out |
| M3 Advisory Group, LLC | 0 | $0 | 0.00% | −1,069−100.0% | Sold out |
| SP Asset Management LLC | 0 | $0 | 0.00% | −1,068−100.0% | Sold out |
| Sunesis Advisors, LLC | 0 | $0 | 0.00% | −1,067−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −1,067−100.0% | Sold out |
| BKD Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,063−100.0% | Sold out |
| Next Capital Management LLC | 0 | $0 | 0.00% | −1,063−100.0% | Sold out |
| Coordinated Financial Services, Inc. | 0 | $0 | 0.00% | −1,060−100.0% | Sold out |
| MinichMacGregor Wealth Management, LLC | 0 | $0 | 0.00% | −1,076−100.0% | Sold out |
| Redwood Financial Network Corp | 0 | $0 | 0.00% | −1,054−100.0% | Sold out |
| WESPAC Advisors, LLC | 0 | $0 | 0.00% | −1,050−100.0% | Sold out |
| McAlister, Sweet & Associates, Inc. | 0 | $0 | 0.00% | −1,049−100.0% | Sold out |
| Fortem Financial Group, LLC | 0 | $0 | 0.00% | −1,046−100.0% | Sold out |
| Van Cleef Asset Management,Inc | 0 | $0 | 0.00% | −1,045−100.0% | Sold out |
| Baltimore-Washington Financial Advisors, Inc. | 0 | $0 | 0.00% | −1,045−100.0% | Sold out |
| Flynn Zito Capital Management, LLC | 0 | $0 | 0.00% | −1,044−100.0% | Sold out |
| LifeSteps Financial, Inc. | 0 | $0 | 0.00% | −986−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −867−100.0% | Sold out |
| Granite FO LLC | 0 | $0 | 0.00% | −884−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −638−100.0% | Sold out |
| BKM Wealth Management, LLC | 0 | $0 | 0.00% | −591−100.0% | Sold out |
| CoreFirst Bank & Trust | 0 | $0 | 0.00% | −581−100.0% | Sold out |
| Core Wealth Advisors, Inc. | 0 | $0 | 0.00% | −517−100.0% | Sold out |
| Mine & Arao Wealth Creation & Management, LLC. | 0 | $0 | 0.00% | −415−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −390−100.0% | Sold out |
| Rational Advisors LLC | 0 | $0 | 0.00% | −369−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −351−100.0% | Sold out |
| Future Financial Wealth Managment LLC | 0 | $0 | 0.00% | −301−100.0% | Sold out |
| Pathway Financial Advisers, LLC | 0 | $0 | 0.00% | −275−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −265−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Fairman Group, LLC | 0 | $0 | 0.00% | −242−100.0% | Sold out |
| BFSG, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| United Community Bank | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Delta Accumulation, LLC | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Vima LLC | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 0 | $0 | 0.00% | −104−100.0% | Sold out |
| Ulland Investment Advisors, LLC | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| CBIZ Investment Advisory Services, LLC | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Financial Synergies Wealth Advisors, Inc. | 0 | $0 | 0.00% | −86−100.0% | Sold out |
| Evolution Advisers, Inc. | 0 | $0 | 0.00% | −74−100.0% | Sold out |
| Palouse Capital Management, Inc. | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Legacy Bridge, LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Davidson Capital Management Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Global Assets Advisory, LLC | 0 | $0 | 0.00% | −1,411,017−100.0% | Sold out |
| Financial Connections Group, Inc. | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Creative Capital Management Investments LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Mma Asset Management LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Jackson, Grant Investment Advisers, Inc. | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Robbins Farley LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Executive Wealth Group LLC | – | – | – | – | Not filed |
| Degroof Petercam Asset Management | – | – | – | – | Not filed |
| Highlander Capital Management, LLC | – | – | – | – | Not filed |
| Cutler Group LP | – | – | – | – | Not filed |
| Wilbanks Smith & Thomas Asset Management LLC | – | – | – | – | Not filed |
| Connectus Wealth, LLC | – | – | – | – | Not filed |
| Cambridge Trust Co | – | – | – | – | Not filed |
| Ziegler Capital Management, LLC | – | – | – | – | Not filed |