| Golden State Equity Partners | 0 | $0 | 0.00% | −2,385−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −2,375−100.0% | Sold out |
| PDS Planning, Inc | 0 | $0 | 0.00% | −2,321−100.0% | Sold out |
| Edge Capital Group, LLC | 0 | $0 | 0.00% | −2,203−100.0% | Sold out |
| Moneta Group Investment Advisors LLC | 0 | $0 | 0.00% | −2,187−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −2,144−100.0% | Sold out |
| Dorchester Wealth Management Co | 0 | $0 | 0.00% | −2,140−100.0% | Sold out |
| Signature Estate & Investment Advisors LLC | 0 | $0 | 0.00% | −2,067−100.0% | Sold out |
| Notis-McConarty Edward | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Allen Investment Management LLC | 0 | $0 | 0.00% | −1,983−100.0% | Sold out |
| Abbot Financial Management, Inc. | 0 | $0 | 0.00% | −1,925−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,914−100.0% | Sold out |
| Ipswich Investment Management Co., Inc. | 0 | $0 | 0.00% | −1,882−100.0% | Sold out |
| West Family Investments, Inc. | 0 | $0 | 0.00% | −1,871−100.0% | Sold out |
| Schechter Investment Advisors, LLC | 0 | $0 | 0.00% | −1,855−100.0% | Sold out |
| KPP Advisory Services LLC | 0 | $0 | 0.00% | −1,791−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −1,753−100.0% | Sold out |
| Interchange Capital Partners, LLC | 0 | $0 | 0.00% | −1,736−100.0% | Sold out |
| KCM Investment Advisors LLC | 0 | $0 | 0.00% | −1,722−100.0% | Sold out |
| Ruggaard & Associates LLC | 0 | $0 | 0.00% | −1,715−100.0% | Sold out |
| Headinvest, LLC | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Willner & Heller, LLC | 0 | $0 | 0.00% | −1,699−100.0% | Sold out |
| Aspiriant, LLC | 0 | $0 | 0.00% | −1,676−100.0% | Sold out |
| Journey Strategic Wealth LLC | 0 | $0 | 0.00% | −1,661−100.0% | Sold out |
| First City Capital Management, Inc. | 0 | $0 | 0.00% | −1,649−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −1,607−100.0% | Sold out |
| Park National Corp | 0 | $0 | 0.00% | −1,610−100.0% | Sold out |
| B&D White Capital Company, LLC | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| WealthPlan Investment Management, LLC | 0 | $0 | 0.00% | −1,588−100.0% | Sold out |
| SOL Capital Management CO | 0 | $0 | 0.00% | −1,580−100.0% | Sold out |
| Paragon Capital Management Ltd | 0 | $0 | 0.00% | −1,560−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −1,540−100.0% | Sold out |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | $0 | 0.00% | −1,534−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −1,529−100.0% | Sold out |
| Albert D Mason Inc | 0 | $0 | 0.00% | −1,526−100.0% | Sold out |
| Nixon Peabody Trust Co | 0 | $0 | 0.00% | −1,525−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −1,521−100.0% | Sold out |
| Robertson Stephens Wealth Management, LLC | 0 | $0 | 0.00% | −1,487−100.0% | Sold out |
| Schulhoff & Co Inc | 0 | $0 | 0.00% | −1,508−100.0% | Sold out |
| Tritonpoint Wealth, LLC | 0 | $0 | 0.00% | −1,465−100.0% | Sold out |
| Heartwood Wealth Advisors LLC | 0 | $0 | 0.00% | −1,481−100.0% | Sold out |
| Newman Dignan & Sheerar, Inc. | 0 | $0 | 0.00% | −1,551−100.0% | Sold out |
| McDonald Partners LLC | 0 | $0 | 0.00% | −1,463−100.0% | Sold out |
| Brandywine Oak Private Wealth LLC | 0 | $0 | 0.00% | −1,450−100.0% | Sold out |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −1,447−100.0% | Sold out |
| D.B. Root & Company, LLC | 0 | $0 | 0.00% | −1,441−100.0% | Sold out |
| Greenfield Savings Bank | 0 | $0 | 0.00% | −1,440−100.0% | Sold out |
| Centennial Wealth Advisory LLC | 0 | $0 | 0.00% | −1,436−100.0% | Sold out |
| Fishman Jay A Ltd | 0 | $0 | 0.00% | −1,435−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −1,433−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −1,490−100.0% | Sold out |
| Transcendent Capital Group LLC | 0 | $0 | 0.00% | −513−100.0% | Sold out |
| Knuff & Co LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Maryland Capital Advisors Inc. | 0 | $0 | 0.00% | −396−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −315−100.0% | Sold out |
| Planned Solutions, Inc. | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −157−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Beach Investment Counsel Inc | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Aspire Private Capital, LLC | 0 | $0 | 0.00% | −124−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Stone House Investment Management, LLC | 0 | $0 | 0.00% | −86−100.0% | Sold out |
| Foster Dykema Cabot & Partners, LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Evermay Wealth Management LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Gilliland Jeter Wealth Management LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Northwest Financial Advisors | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Reston Wealth Management LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Westside Investment Management, Inc. | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| West Branch Capital LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Guardian Capital Advisors LP | – | – | – | – | Not filed |
| First Personal Financial Services | – | – | – | – | Not filed |
| GYL Financial Synergies, LLC | – | – | – | – | Not filed |
| Prio Wealth Limited Partnership | – | – | – | – | Not filed |
| Chartwell Investment Partners, LLC | – | – | – | – | Not filed |
| Graybill Bartz & Assoc Ltd | – | – | – | – | Not filed |
| Raymond James Trust N.A. | – | – | – | – | Not filed |
| Northwest Investment Counselors, LLC | – | – | – | – | Not filed |
| Winning Points Advisors, LLC | – | – | – | – | Not filed |
| 9258 Wealth Management, LLC | – | – | – | – | Not filed |
| Cary Street Partners Asset Management LLC | – | – | – | – | Not filed |
| Sage Investment Advisers LLC | – | – | – | – | Not filed |
| Concentric Wealth Management, LLC | – | – | – | – | Not filed |
| Inscription Capital, LLC | – | – | – | – | Not filed |
| SpiderRock Advisors, LLC | – | – | – | – | Not filed |
| M&R Capital Management Inc | – | – | – | – | Not filed |
| FinTrust Capital Advisors, LLC | – | – | – | – | Not filed |
| Alpine Bank Wealth Management | – | – | – | – | Not filed |
| Planning Capital Management Corp | – | – | – | – | Not filed |
| Annapolis Financial Services, LLC | – | – | – | – | Not filed |
| Carmichael Hill & Associates, Inc. | – | – | – | – | Not filed |
| ClariVest Asset Management LLC | – | – | – | – | Not filed |
