| Interchange Capital Partners, LLC | 0 | $0 | 0.00% | −3,788−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −3,764−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −3,715−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −3,662−100.0% | Sold out |
| A. D. Beadell Investment Counsel, Inc. | 0 | $0 | 0.00% | −3,551−100.0% | Sold out |
| Cypress Wealth Services, LLC | 0 | $0 | 0.00% | −3,536−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −3,516−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| Warther Private Wealth, LLC | 0 | $0 | 0.00% | −3,031−100.0% | Sold out |
| Windsor Creek Advisors, LLC | 0 | $0 | 0.00% | −3,080−100.0% | Sold out |
| Campion Asset Management LLC | 0 | $0 | 0.00% | −2,970−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −2,920−100.0% | Sold out |
| Red Cedar Investment Management, LLC | 0 | $0 | 0.00% | −2,897−100.0% | Sold out |
| Zevin Asset Management LLC | 0 | $0 | 0.00% | −2,753−100.0% | Sold out |
| Strategy Asset Managers LLC | 0 | $0 | 0.00% | −2,704−100.0% | Sold out |
| Legacy Capital Partners, Inc. | 0 | $0 | 0.00% | −2,574−100.0% | Sold out |
| Bingham Osborn & Scarborough LLC | 0 | $0 | 0.00% | −2,558−100.0% | Sold out |
| TCG Advisory Services, LLC | 0 | $0 | 0.00% | −2,544−100.0% | Sold out |
| Successful Portfolios LLC | 0 | $0 | 0.00% | −2,454−100.0% | Sold out |
| Cottage Street Advisors LLC | 0 | $0 | 0.00% | −2,329−100.0% | Sold out |
| Family Firm, Inc. | 0 | $0 | 0.00% | −2,273−100.0% | Sold out |
| qPULA Trading Management LP | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| First Affirmative Financial Network | 0 | $0 | 0.00% | −2,264−100.0% | Sold out |
| Camden Capital, LLC | 0 | $0 | 0.00% | −2,191−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −2,080−100.0% | Sold out |
| FFT Wealth Management LLC | 0 | $0 | 0.00% | −1,917−100.0% | Sold out |
| Bradley Mark J. | 0 | $0 | 0.00% | −1,905−100.0% | Sold out |
| Patriot Investment Management Inc. | 0 | $0 | 0.00% | −1,814−100.0% | Sold out |
| Foster Dykema Cabot & Co Inc | 0 | $0 | 0.00% | −1,809−100.0% | Sold out |
| Fiducient Advisors LLC | 0 | $0 | 0.00% | −1,786−100.0% | Sold out |
| Gateway Advisory, LLC | 0 | $0 | 0.00% | −1,756−100.0% | Sold out |
| Stillwater Investment Management, LLC | 0 | $0 | 0.00% | −1,748−100.0% | Sold out |
| DCM Advisors, LLC | 0 | $0 | 0.00% | −1,735−100.0% | Sold out |
| Jupiter Wealth Management LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Threadgill Financial, LLC | 0 | $0 | 0.00% | −1,665−100.0% | Sold out |
| Thomasville National Bank | 0 | $0 | 0.00% | −1,665−100.0% | Sold out |
| Strategic Family Wealth Counselors, L.L.C. | 0 | $0 | 0.00% | −1,640−100.0% | Sold out |
| Obermeyer Wood Investment Counsel, LLLP | 0 | $0 | 0.00% | −1,632−100.0% | Sold out |
| Diversified Portfolios, Inc. | 0 | $0 | 0.00% | −1,632−100.0% | Sold out |
| Trust Co of Virginia | 0 | $0 | 0.00% | −1,604−100.0% | Sold out |
| Requisite Capital Management, LLC | 0 | $0 | 0.00% | −1,581−100.0% | Sold out |
| Wade Financial Advisory, Inc | 0 | $0 | 0.00% | −1,587−100.0% | Sold out |
| Middleton & Co Inc | 0 | $0 | 0.00% | −1,546−100.0% | Sold out |
| Oxinas Partners Wealth Management LLC | 0 | $0 | 0.00% | −1,505−100.0% | Sold out |
| CCG Wealth Management, LLC | 0 | $0 | 0.00% | −1,506−100.0% | Sold out |
| Cadinha & Co LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Greatmark Investment Partners, Inc. | 0 | $0 | 0.00% | −1,499−100.0% | Sold out |
| Indie Asset Partners, LLC | 0 | $0 | 0.00% | −1,498−100.0% | Sold out |
| Clark Financial Advisors | 0 | $0 | 0.00% | −1,499−100.0% | Sold out |
| Renaissance Group LLC | 0 | $0 | 0.00% | −1,477−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −1,475−100.0% | Sold out |
| Concentric Wealth Management, LLC | 0 | $0 | 0.00% | −1,476−100.0% | Sold out |
| Bourne Lent Asset Management Inc | 0 | $0 | 0.00% | −1,470−100.0% | Sold out |
| Connolly Sarah T. | 0 | $0 | 0.00% | −1,460−100.0% | Sold out |
| Lumbard & Kellner, LLC | 0 | $0 | 0.00% | −1,450−100.0% | Sold out |
| Gilbert & Cook, Inc. | 0 | $0 | 0.00% | −1,447−100.0% | Sold out |
| Total Investment Management Inc | 0 | $0 | 0.00% | −1,442−100.0% | Sold out |
| Sustainable Insight Capital Management, LLC | 0 | $0 | 0.00% | −1,443−100.0% | Sold out |
| ARS Wealth Advisors Group, LLC | 0 | $0 | 0.00% | −1,442−100.0% | Sold out |
| Atlas Private Wealth Advisors | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −1,296−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −1,085−100.0% | Sold out |
| McCarthy Grittinger Financial Group, LLC | 0 | $0 | 0.00% | −531−100.0% | Sold out |
| Ade, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Better Money Decisions, LLC | 0 | $0 | 0.00% | −405−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −390−100.0% | Sold out |
| Carderock Capital Management Inc | 0 | $0 | 0.00% | −382−100.0% | Sold out |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −359−100.0% | Sold out |
| Resolute Partners Group | 0 | $0 | 0.00% | −193−100.0% | Sold out |
| Red Tortoise LLC | 0 | $0 | 0.00% | −190−100.0% | Sold out |
| CBIZ Investment Advisory Services, LLC | 0 | $0 | 0.00% | – | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −116−100.0% | Sold out |
| MD Financial Management Inc. | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Mine & Arao Wealth Creation & Management, LLC. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Capital Directions Investment Advisors, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Bay Harbor Wealth Management, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| First Command Advisory Services, Inc. | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Marshall Wace North America L.P. | – | – | – | – | Not filed |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| HighPoint Advisor Group LLC | – | – | – | – | Not filed |
| World Asset Management Inc | – | – | – | – | Not filed |
| Homrich & Berg | – | – | – | – | Not filed |
| Covenant Multifamily Offices, LLC | – | – | – | – | Not filed |
| NorthCoast Asset Management LLC | – | – | – | – | Not filed |
| Sonora Investment Management, LLC | – | – | – | – | Not filed |
| Security National Trust Co | – | – | – | – | Not filed |
| Mid Atlantic Financial Management Inc | – | – | – | – | Not filed |
| Eudaimonia Partners, LLC | – | – | – | – | Not filed |
| BBVA USA | – | – | – | – | Not filed |
| Ameritas Investment Company, LLC | – | – | – | – | Not filed |
| Ocean Endowment Partners, LLC | – | – | – | – | Not filed |
| Alexandria Capital, LLC | – | – | – | – | Not filed |
| Optimal Asset Management, Inc. | – | – | – | – | Not filed |
| Landsberg, Bennett, & Dubbaneh LLC | – | – | – | – | Not filed |
| Granite Investment Advisors, LLC | – | – | – | – | Not filed |
| Farr Miller & Washington LLC | – | – | – | – | Not filed |
| Qci Asset Management Inc | – | – | – | – | Not filed |
| Harbor Financial Services, LLC | – | – | – | – | Not filed |
| Old Dominion Capital Management Inc | – | – | – | – | Not filed |
| Hatton Consulting, Inc. | – | – | – | – | Not filed |
