| Nwam LLC | 0 | $0 | 0.00% | −4,436−100.0% | Sold out |
| CTC LLC | 0 | $0 | 0.00% | −4,385−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −4,340−100.0% | Sold out |
| Freestone Capital Holdings, LLC | 0 | $0 | 0.00% | −4,281−100.0% | Sold out |
| Pure Portfolios Holdings LLC | 0 | $0 | 0.00% | −4,180−100.0% | Sold out |
| Romano Brothers and Company | 0 | $0 | 0.00% | −4,177−100.0% | Sold out |
| McAdam, LLC | 0 | $0 | 0.00% | −4,155−100.0% | Sold out |
| KCM Investment Advisors LLC | 0 | $0 | 0.00% | −4,143−100.0% | Sold out |
| Barry Investment Advisors, LLC | 0 | $0 | 0.00% | −4,123−100.0% | Sold out |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −4,075−100.0% | Sold out |
| Cutter & CO Brokerage, Inc. | 0 | $0 | 0.00% | −4,075−100.0% | Sold out |
| Focus Financial Network, Inc. | 0 | $0 | 0.00% | −4,045−100.0% | Sold out |
| Perennial Investment Advisors, LLC | 0 | $0 | 0.00% | −4,008−100.0% | Sold out |
| Modera Wealth Management, LLC | 0 | $0 | 0.00% | −4,008−100.0% | Sold out |
| Lion Street Advisors, LLC | 0 | $0 | 0.00% | −3,982−100.0% | Sold out |
| PFG Advisors | 0 | $0 | 0.00% | −3,935−100.0% | Sold out |
| Capstone Wealth Management Group LLC | 0 | $0 | 0.00% | −3,895−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −3,881−100.0% | Sold out |
| Vista Wealth Management Group, LLC | 0 | $0 | 0.00% | −3,872−100.0% | Sold out |
| HMV Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,866−100.0% | Sold out |
| Snider Financial Group | 0 | $0 | 0.00% | −3,850−100.0% | Sold out |
| ARS Wealth Advisors Group, LLC | 0 | $0 | 0.00% | −3,843−100.0% | Sold out |
| Silver Coast Investments LLC | 0 | $0 | 0.00% | −3,832−100.0% | Sold out |
| NTV Asset Management LLC | 0 | $0 | 0.00% | −3,825−100.0% | Sold out |
| Lauterbach Financial Advisors, LLC | 0 | $0 | 0.00% | −3,820−100.0% | Sold out |
| Octavia Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,806−100.0% | Sold out |
| AA Financial Advisors, LLC | 0 | $0 | 0.00% | −3,781−100.0% | Sold out |
| MONECO Advisors, LLC | 0 | $0 | 0.00% | −3,777−100.0% | Sold out |
| Relyea Zuckerberg Hanson LLC | 0 | $0 | 0.00% | −3,773−100.0% | Sold out |
| LMG Wealth Partners, LLC | 0 | $0 | 0.00% | −3,757−100.0% | Sold out |
| Cary Street Partners Financial LLC | 0 | $0 | 0.00% | −3,307−100.0% | Sold out |
| Silver Oak Securities, Inc | 0 | $0 | 0.00% | −3,260−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −2,993−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −2,901−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −2,778−100.0% | Sold out |
| Providence First Trust Co | 0 | $0 | 0.00% | −2,729−100.0% | Sold out |
| Sims Investment Management, LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Carolina Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,132−100.0% | Sold out |
| Ethos Financial Group, LLC | 0 | $0 | 0.00% | −2,097−100.0% | Sold out |
| Columbia Asset Management | 0 | $0 | 0.00% | −1,591−100.0% | Sold out |
| EMC Capital Management | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Tobam | 0 | $0 | 0.00% | −1,044−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −944−100.0% | Sold out |
| Ofi Invest Asset Management | 0 | $0 | 0.00% | −950−100.0% | Sold out |
| Runnymede Capital Advisors, Inc. | 0 | $0 | 0.00% | −870−100.0% | Sold out |
| Richardson Financial Services Inc. | 0 | $0 | 0.00% | −607−100.0% | Sold out |
| Sugar Maple Asset Management, LLC | 0 | $0 | 0.00% | −577−100.0% | Sold out |
| Measured Risk Portfolios, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Pension & Wealth Management Advisors, Inc. | 0 | $0 | 0.00% | −445−100.0% | Sold out |
| IAG Wealth Partners, LLC | 0 | $0 | 0.00% | −427−100.0% | Sold out |
| Wingate Wealth Advisors, Inc. | 0 | $0 | 0.00% | −388−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −365−100.0% | Sold out |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −427−100.0% | Sold out |
| Transcendent Capital Group LLC | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Talon Private Wealth, LLC | 0 | $0 | 0.00% | −277−100.0% | Sold out |
| New Wave Wealth Advisors LLC | 0 | $0 | 0.00% | −215−100.0% | Sold out |
| Modus Advisors, LLC | 0 | $0 | 0.00% | −207−100.0% | Sold out |
| AllSquare Wealth Management LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Capital & Planning, LLC | 0 | $0 | 0.00% | −182−100.0% | Sold out |
| FSC Wealth Advisors, LLC | 0 | $0 | 0.00% | −178−100.0% | Sold out |
| Fairway Wealth LLC | 0 | $0 | 0.00% | −174−100.0% | Sold out |
| Legend Financial Advisors, Inc. | 0 | $0 | 0.00% | −173−100.0% | Sold out |
| FLP Wealth Management, LLC | 0 | $0 | 0.00% | −158−100.0% | Sold out |
| Central Pacific Bank - Trust Division | 0 | $0 | 0.00% | −136−100.0% | Sold out |
| Synergy Investment Management, LLC | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Lee Danner & Bass Inc | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| EnRich Financial Partners LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| REAP Financial Group, LLC | 0 | $0 | 0.00% | −97−100.0% | Sold out |
| Albion Financial Group | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| Alexis Investment Partners, LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Decker Retirement Planning Inc. | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Financial Life Planners | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| BOK Financial Private Wealth, Inc. | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Aviso Financial Inc. | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Stance Capital LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Mainstream Capital Management LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Oarsman Capital, Inc. | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Sherman Asset Management, Inc. | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Kohmann Bosshard Financial Services, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| 1620 Investment Advisors, Inc. | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Delos Wealth Advisors, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Creative Capital Management Investments LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Iron Horse Wealth Management, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Pacific Capital Wealth Advisors, Inc | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Swedbank AB | – | – | – | – | Not filed |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |
| Caxton Associates LP | – | – | – | – | Not filed |
| River & Mercantile Asset Management LLP | – | – | – | – | Not filed |
| Access Investment Management LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Lake Street Advisors Group, LLC | – | – | – | – | Not filed |
| Vise Technologies, Inc. | – | – | – | – | Not filed |
| SignalPoint Asset Management, LLC | – | – | – | – | Not filed |
| Hilltop National Bank | – | – | – | – | Not filed |
| Cassady Schiller Wealth Management, LLC | – | – | – | – | Not filed |
| AlphaCentric Advisors LLC | – | – | – | – | Not filed |
| Householder Group Estate & Retirement Specialist, LLC | – | – | – | – | Not filed |
| Sugarloaf Wealth Management, LLC | – | – | – | – | Not filed |