| Phoenix Wealth Advisors | 0 | $0 | 0.00% | −4,563−100.0% | Sold out |
| Allen Mooney & Barnes Investment Advisors LLC | 0 | $0 | 0.00% | −4,538−100.0% | Sold out |
| Austin Private Wealth, LLC | 0 | $0 | 0.00% | −4,442−100.0% | Sold out |
| GSB Wealth Management, LLC | 0 | $0 | 0.00% | −4,419−100.0% | Sold out |
| Checchi Capital Advisers, LLC | 0 | $0 | 0.00% | −4,389−100.0% | Sold out |
| FRG Family Wealth Advisors LLC | 0 | $0 | 0.00% | −4,384−100.0% | Sold out |
| Aspiriant, LLC | 0 | $0 | 0.00% | −4,308−100.0% | Sold out |
| FineMark National Bank & Trust | 0 | $0 | 0.00% | −4,300−100.0% | Sold out |
| Capital Group Private Client Services, Inc. | 0 | $0 | 0.00% | −4,140−100.0% | Sold out |
| Fundamentun, LLC | 0 | $0 | 0.00% | −4,132−100.0% | Sold out |
| Interchange Capital Partners, LLC | 0 | $0 | 0.00% | −4,125−100.0% | Sold out |
| Fragasso Group Inc. | 0 | $0 | 0.00% | −4,114−100.0% | Sold out |
| Burney Co | 0 | $0 | 0.00% | −4,106−100.0% | Sold out |
| Bridgewater Advisors Inc. | 0 | $0 | 0.00% | −6,804−100.0% | Sold out |
| Sapient Capital LLC | 0 | $0 | 0.00% | −4,165−100.0% | Sold out |
| Centurion Wealth Management LLC | 0 | $0 | 0.00% | −4,064−100.0% | Sold out |
| Howard Capital Management Inc. | 0 | $0 | 0.00% | −4,054−100.0% | Sold out |
| Arrow Financial Corp | 0 | $0 | 0.00% | −4,049−100.0% | Sold out |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | $0 | 0.00% | −4,031−100.0% | Sold out |
| Wendell David Associates Inc | 0 | $0 | 0.00% | −4,032−100.0% | Sold out |
| Dover Advisors, LLC | 0 | $0 | 0.00% | −4,010−100.0% | Sold out |
| Amarillo National Bank | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Founders Capital Management, LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Westbourne Investment Advisors, Inc. | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| F/M Investments LLC | 0 | $0 | 0.00% | −3,980−100.0% | Sold out |
| Davidson Trust Co | 0 | $0 | 0.00% | −3,978−100.0% | Sold out |
| Coastwise Capital Group, LLC | 0 | $0 | 0.00% | −3,975−100.0% | Sold out |
| Mirova | 0 | $0 | 0.00% | −3,889−100.0% | Sold out |
| Adalta Capital Management LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Painted Porch Advisors LLC | 0 | $0 | 0.00% | −1,625−100.0% | Sold out |
| Groupe la Francaise | 0 | $0 | 0.00% | −1,740−100.0% | Sold out |
| TruNorth Capital Management, LLC | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −1,074−100.0% | Sold out |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −745−100.0% | Sold out |
| Main Street Group, LTD | 0 | $0 | 0.00% | −718−100.0% | Sold out |
| Wall Street Access Asset Management, LLC | 0 | $0 | 0.00% | −680−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −593−100.0% | Sold out |
| Vermillion & White Wealth Management Group, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| GoalVest Advisory LLC | 0 | $0 | 0.00% | −295−100.0% | Sold out |
| Sellwood Investment Partners LLC | 0 | $0 | 0.00% | −201−100.0% | Sold out |
| Future Financial Wealth Managment LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Hopwood Financial Services, Inc. | 0 | $0 | 0.00% | −157−100.0% | Sold out |
| Addison Advisors LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Marshall & Sterling Wealth Advisors Inc. | 0 | $0 | 0.00% | −138−100.0% | Sold out |
| Global X Japan Co., Ltd. | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −128−100.0% | Sold out |
| Abound Wealth Management | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| Stance Capital LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Family Legacy Financial Solutions, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Westfuller Advisors, LLC | 0 | $0 | 0.00% | −89−100.0% | Sold out |
| Dogwood Wealth Management LLC | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| Consultiva Wealth Management, Corp. | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Greykasell Wealth Strategies, Inc. | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Provenance Wealth Advisors, LLC | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Atwood & Palmer Inc | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Kings Path Partners LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Orion Capital Management LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Accordant Advisory Group Inc | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Heartwood Wealth Advisors LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Perritt Capital Management Inc | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Highline Wealth Partners LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Retirement Wealth Solutions LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Halbert Hargrove Global Advisors, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Proffitt & Goodson Inc | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Valued Wealth Advisors LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| REAP Financial Group, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Centerpoint Advisors, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Lion Street Advisors, LLC | – | – | – | – | Not filed |
| AXA Investment Managers S.A. | – | – | – | – | Not filed |
| Glenmede Investment Management, LP | – | – | – | – | Not filed |
| CIBC Bancorp USA Inc. | – | – | – | – | Not filed |
| Synovus Financial Corp | – | – | – | – | Not filed |
| Bard Financial Services, Inc. | – | – | – | – | Not filed |
| Bridge Creek Capital Management LLC | – | – | – | – | Not filed |
| Sonora Investment Management Group, LLC | – | – | – | – | Not filed |
| West Oak Capital, LLC | – | – | – | – | Not filed |
| Lindenwold Advisors | – | – | – | – | Not filed |
| Pinnacle Financial Partners Inc | – | – | – | – | Not filed |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |
| Eisler Capital Management Ltd. | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |
| Apexium Financial, LP | – | – | – | – | Not filed |
| SPC Financial, Inc. | – | – | – | – | Not filed |
| Chiron Capital Management, LLC | – | – | – | – | Not filed |
| Pinebridge Investments, L.P. | – | – | – | – | Not filed |
| Moloney Securities Asset Management, LLC | – | – | – | – | Not filed |
| Oak Hill Wealth Advisors, LLC | – | – | – | – | Not filed |
| Country Club Bank | – | – | – | – | Not filed |
| 1858 Wealth Management, LLC | – | – | – | – | Not filed |
| L.M. Kohn & Company | – | – | – | – | Not filed |
| WNY Asset Management, LLC | – | – | – | – | Not filed |
| Creekmur Asset Management LLC | – | – | – | – | Not filed |
| Lowe Wealth Advisors, LLC | – | – | – | – | Not filed |
| Binnacle Investments Inc | – | – | – | – | Not filed |
| Optimum Investment Advisors | – | – | – | – | Not filed |
| Accredited Wealth Management, LLC | – | – | – | – | Not filed |
| AllSquare Wealth Management LLC | – | – | – | – | Not filed |
| Promus Capital, LLC | – | – | – | – | Not filed |
