| Stamos Capital Partners, L.P. | 0 | $0 | 0.00% | −30,600−100.0% | Sold out |
| CCG Wealth Management, LLC | 0 | $0 | 0.00% | −28,601−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −28,548−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −23,361−100.0% | Sold out |
| Credential Qtrade Securities Inc. | 0 | $0 | 0.00% | −19,880−100.0% | Sold out |
| Parametrica Management Ltd | 0 | $0 | 0.00% | −19,768−100.0% | Sold out |
| MGO Private Wealth, LLC | 0 | $0 | 0.00% | −18,743−100.0% | Sold out |
| Addison Capital Co | 0 | $0 | 0.00% | −16,542−100.0% | Sold out |
| Triumph Capital Management | 0 | $0 | 0.00% | −15,500−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −13,840−100.0% | Sold out |
| Mason & Associates Inc | 0 | $0 | 0.00% | −13,224−100.0% | Sold out |
| Smith & Howard Wealth Management, LLC | 0 | $0 | 0.00% | −13,153−100.0% | Sold out |
| Black Maple Capital Management LP | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Regent Peak Wealth Advisors LLC | 0 | $0 | 0.00% | −12,362−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −12,268−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −11,568−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −10,751−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −10,700−100.0% | Sold out |
| Financial Engines Advisors L.L.C. | 0 | $0 | 0.00% | −9,846−100.0% | Sold out |
| Sandbar Asset Management LLP | 0 | $0 | 0.00% | −9,605−100.0% | Sold out |
| B&D White Capital Company, LLC | 0 | $0 | 0.00% | −9,400−100.0% | Sold out |
| Johnson Investment Counsel Inc | 0 | $0 | 0.00% | −8,900−100.0% | Sold out |
| Great Waters Wealth Management | 0 | $0 | 0.00% | −6,865−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −7,703−100.0% | Sold out |
| Stonnington Group, LLC | 0 | $0 | 0.00% | −6,540−100.0% | Sold out |
| Lynch Asset Management, Inc. | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −7,426−100.0% | Sold out |
| Compton Capital Management Inc | 0 | $0 | 0.00% | −7,205−100.0% | Sold out |
| HC Advisors, LLC | 0 | $0 | 0.00% | −6,909−100.0% | Sold out |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −6,705−100.0% | Sold out |
| Meritage Group LP | 0 | $0 | 0.00% | −6,612−100.0% | Sold out |
| Brave Asset Management Inc | 0 | $0 | 0.00% | −6,580−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −6,560−100.0% | Sold out |
| Wills Financial Group, Inc. | 0 | $0 | 0.00% | −6,543−100.0% | Sold out |
| Polaris Wealth Advisory Group, LLC | 0 | $0 | 0.00% | −5,604−100.0% | Sold out |
| Cyndeo Wealth Partners, LLC | 0 | $0 | 0.00% | −6,306−100.0% | Sold out |
| Chicago Trust Co NA | 0 | $0 | 0.00% | −6,300−100.0% | Sold out |
| Founders Financial Alliance, LLC | 0 | $0 | 0.00% | −6,254−100.0% | Sold out |
| Provident Wealth Management, LLC | 0 | $0 | 0.00% | −6,225−100.0% | Sold out |
| EWG Elevate Inc. | 0 | $0 | 0.00% | −3,842−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −2,151−100.0% | Sold out |
| MinichMacGregor Wealth Management, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Goodwin Investment Advisory | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| General Partner, Inc. | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| Western Pacific Wealth Management, LP | 0 | $0 | 0.00% | −1,071−100.0% | Sold out |
| WFA of San Diego, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −839−100.0% | Sold out |
| Coppell Advisory Solutions Corp. | 0 | $0 | 0.00% | −839−100.0% | Sold out |
| Roble, Belko & Company, Inc | 0 | $0 | 0.00% | −580−100.0% | Sold out |
| Corrado Advisors, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Freedom Wealth Alliance, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Advanced Asset Management Advisors Inc | 0 | $0 | 0.00% | −480−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −377−100.0% | Sold out |
| CoreFirst Bank & Trust | 0 | $0 | 0.00% | −359−100.0% | Sold out |
| Romano Brothers and Company | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −241−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −232−100.0% | Sold out |
| Kraematon Investment Advisors, Inc | 0 | $0 | 0.00% | −228−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −204−100.0% | Sold out |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −169−100.0% | Sold out |
| Horizons Wealth Management | 0 | $0 | 0.00% | −145−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| McElhenny Sheffield Capital Management, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Sierra Capital LLC | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| High Net Worth Advisory Group LLC | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Paragon Wealth Strategies, LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Zullo Investment Group, Inc. | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Arcus Capital Partners, LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| My Personal CFO, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| JJJ Advisors Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Bank of the West | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| Alaska Permanent Fund Corp | – | – | – | – | Not filed |
| Seeyond | – | – | – | – | Not filed |
| Pendal Group Limited | – | – | – | – | Not filed |
| Personal Capital Advisors Corp | – | – | – | – | Not filed |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |
| Boenning & Scattergood, Inc. | – | – | – | – | Not filed |
| Trustcore Financial Services, LLC | – | – | – | – | Not filed |
| Sanctuary Wealth Management, L.L.C. | – | – | – | – | Not filed |
| Heritage Wealth Management, LLC | – | – | – | – | Not filed |
| Tyler-Stone Wealth Management | – | – | – | – | Not filed |
| Semmax Financial Advisors Inc. | – | – | – | – | Not filed |
| Moser Wealth Advisors, LLC | – | – | – | – | Not filed |
| Cornerstone Planning Group LLC | – | – | – | – | Not filed |
| Glass Jacobson Investment Advisors llc | – | – | – | – | Not filed |
| Cribstone Capital Management, LLC | – | – | – | – | Not filed |
