| Gimbal Financial | 0 | $0 | 0.00% | −298,586−100.0% | Sold out |
| Aveo Capital Partners, LLC | 0 | $0 | 0.00% | −227,972−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −215,800−100.0% | Sold out |
| Tennessee Valley Asset Management Partners | 0 | $0 | 0.00% | −156,988−100.0% | Sold out |
| Financial Counselors Inc | 0 | $0 | 0.00% | −156,209−100.0% | Sold out |
| JP Wealth Management, Inc. | 0 | $0 | 0.00% | −130,376−100.0% | Sold out |
| Alaska Permanent Capital Management | 0 | $0 | 0.00% | −125,736−100.0% | Sold out |
| Red Crane Wealth Management, LLC | 0 | $0 | 0.00% | −75,989−100.0% | Sold out |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −66,442−100.0% | Sold out |
| Scissortail Wealth Management, LLC | 0 | $0 | 0.00% | −55,262−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −47,662−100.0% | Sold out |
| MMBG Investment Advisors Co. | 0 | $0 | 0.00% | −42,900−100.0% | Sold out |
| Synergy Investment Management, LLC | 0 | $0 | 0.00% | −39,265−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −37,331−100.0% | Sold out |
| London & Capital Asset Management Ltd | 0 | $0 | 0.00% | −34,927−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −30,111−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −27,032−100.0% | Sold out |
| Worth Financial Advisory Group, LLC | 0 | $0 | 0.00% | −20,507−100.0% | Sold out |
| Riverpoint Wealth Management Holdings, LLC | 0 | $0 | 0.00% | −12,873−100.0% | Sold out |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −10,043−100.0% | Sold out |
| Simon Quick Advisors, LLC | 0 | $0 | 0.00% | −7,862−100.0% | Sold out |
| Terry L. Blaker | 0 | $0 | 0.00% | −7,830−100.0% | Sold out |
| Discipline Wealth Solutions, LLC | 0 | $0 | 0.00% | −6,940−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Southland Equity Partners LLC | 0 | $0 | 0.00% | −5,957−100.0% | Sold out |
| Global Assets Advisory, LLC | 0 | $0 | 0.00% | −6,042−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −5,761−100.0% | Sold out |
| Moss Adams Wealth Advisors LLC | 0 | $0 | 0.00% | −5,677−100.0% | Sold out |
| First American Bank | 0 | $0 | 0.00% | −5,625−100.0% | Sold out |
| Vanguard Capital Wealth Advisors | 0 | $0 | 0.00% | −5,417−100.0% | Sold out |
| Facet Wealth, Inc. | 0 | $0 | 0.00% | −5,048−100.0% | Sold out |
| Farmers & Merchants Trust Co of Long Beach | 0 | $0 | 0.00% | −4,978−100.0% | Sold out |
| Center For Asset Management LLC | 0 | $0 | 0.00% | −4,780−100.0% | Sold out |
| Virtue Capital Management, LLC | 0 | $0 | 0.00% | −4,775−100.0% | Sold out |
| Centennial Wealth Advisory LLC | 0 | $0 | 0.00% | −4,753−100.0% | Sold out |
| Spinnaker Investment Group, LLC | 0 | $0 | 0.00% | −4,671−100.0% | Sold out |
| Balboa Wealth Partners | 0 | $0 | 0.00% | −4,411−100.0% | Sold out |
| Carrera Capital Advisors | 0 | $0 | 0.00% | −4,163−100.0% | Sold out |
| Willis Johnson & Associates, Inc. | 0 | $0 | 0.00% | −4,149−100.0% | Sold out |
| Hanlon Investment Management, Inc. | 0 | $0 | 0.00% | −4,133−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −4,092−100.0% | Sold out |
| Octavia Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,932−100.0% | Sold out |
| Commonwealth Financial Services, LLC | 0 | $0 | 0.00% | −3,795−100.0% | Sold out |
| Wick Capital Partners, LLC | 0 | $0 | 0.00% | −3,533−100.0% | Sold out |
| BOS Asset Management, LLC | 0 | $0 | 0.00% | −3,484−100.0% | Sold out |
| Blalock Williams, LLC | 0 | $0 | 0.00% | −3,481−100.0% | Sold out |
| Acorn Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,478−100.0% | Sold out |
| Addis & Hill, Inc | 0 | $0 | 0.00% | −3,409−100.0% | Sold out |
| Acropolis Investment Management, LLC | 0 | $0 | 0.00% | −3,145−100.0% | Sold out |
| Lord & Richards Wealth Management, LLC | 0 | $0 | 0.00% | −1,216−100.0% | Sold out |
| Cromwell Holdings LLC | 0 | $0 | 0.00% | −955−100.0% | Sold out |
| eCIO, Inc. | 0 | $0 | 0.00% | −948−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −928−100.0% | Sold out |
| PFG Private Wealth Management, LLC | 0 | $0 | 0.00% | −849−100.0% | Sold out |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −697−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −680−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −676−100.0% | Sold out |
| Halbert Hargrove Global Advisors, LLC | 0 | $0 | 0.00% | −359−100.0% | Sold out |
| Farmers & Merchants Trust Co of Chambersburg PA | 0 | $0 | 0.00% | −215−100.0% | Sold out |
| IMG Wealth Management, Inc. | 0 | $0 | 0.00% | −215−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −204−100.0% | Sold out |
| TruNorth Capital Management, LLC | 0 | $0 | 0.00% | −159−100.0% | Sold out |
| Laurel Wealth Advisors LLC | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Bridge Generations Wealth Management LLC | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| PSI Advisors, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| HWG Holdings LP | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Wiser Advisor Group LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Coston, McIsaac & Partners | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Capital A Wealth Management, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Packer & Co Ltd | – | – | – | – | Not filed |
| Transform Wealth, LLC | – | – | – | – | Not filed |
| Spectrum Wealth Counsel, LLC | – | – | – | – | Not filed |
| Orion Portfolio Solutions, LLC | – | – | – | – | Not filed |
| Rakuten Investment Management, Inc. | – | – | – | – | Not filed |
| Sunesis Advisors, LLC | – | – | – | – | Not filed |
| Noble Wealth Management PBC | – | – | – | – | Not filed |
| Glenmede Trust Co NA | – | – | – | – | Not filed |
| Horan Capital Advisors, LLC. | – | – | – | – | Not filed |
| Sheaff Brock Investment Advisors, LLC | – | – | – | – | Not filed |
| Nova Wealth Management, Inc. | – | – | – | – | Not filed |
| Mission Financial Group, LLC | – | – | – | – | Not filed |
| Lane & Associates LLC | – | – | – | – | Not filed |
| Callan Capital, LLC | – | – | – | – | Not filed |
| Benchmark Investment Advisors LLC | – | – | – | – | Not filed |
| Marcum Wealth, LLC | – | – | – | – | Not filed |
| Schechter Investment Advisors, LLC | – | – | – | – | Not filed |
| Henderson Brothers Financial Partners, LLC | – | – | – | – | Not filed |
| Delta Financial Group, Inc. | – | – | – | – | Not filed |
| Montecito Bank & Trust | – | – | – | – | Not filed |
| Concorde Asset Management, LLC | – | – | – | – | Not filed |
| Sandy Spring Bank | – | – | – | – | Not filed |
