| WealthTrust Axiom LLC | 0 | $0 | 0.00% | −3,390−100.0% | Sold out |
| Lakeridge Wealth Management LLC | 0 | $0 | 0.00% | −3,385−100.0% | Sold out |
| Aristotle Capital Management, LLC | 0 | $0 | 0.00% | −3,382−100.0% | Sold out |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −3,375−100.0% | Sold out |
| Meridian Financial Partners LLC | 0 | $0 | 0.00% | −3,417−100.0% | Sold out |
| Nations Financial Group Inc, | 0 | $0 | 0.00% | −3,366−100.0% | Sold out |
| Vantage Point Financial LLC | 0 | $0 | 0.00% | −3,364−100.0% | Sold out |
| West Bancorporation Inc | 0 | $0 | 0.00% | −3,355−100.0% | Sold out |
| Regent Peak Wealth Advisors LLC | 0 | $0 | 0.00% | −3,353−100.0% | Sold out |
| Granite Harbor Advisors, Inc. | 0 | $0 | 0.00% | −3,352−100.0% | Sold out |
| Weatherly Asset Management L. P. | 0 | $0 | 0.00% | −3,321−100.0% | Sold out |
| Meadow Creek Wealth Advisors LLC | 0 | $0 | 0.00% | −3,382−100.0% | Sold out |
| Waddell & Associates, LLC | 0 | $0 | 0.00% | −3,332−100.0% | Sold out |
| Drive Wealth Management, LLC | 0 | $0 | 0.00% | −3,301−100.0% | Sold out |
| First National Bank | 0 | $0 | 0.00% | −3,322−100.0% | Sold out |
| Graver Capital Management, LLC | 0 | $0 | 0.00% | −3,321−100.0% | Sold out |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −3,317−100.0% | Sold out |
| Great Diamond Partners, LLC | 0 | $0 | 0.00% | −3,315−100.0% | Sold out |
| Angeles Wealth Management, LLC | 0 | $0 | 0.00% | −3,299−100.0% | Sold out |
| Peachtree Investment Partners, LLC | 0 | $0 | 0.00% | −3,297−100.0% | Sold out |
| Retirement Planning Group | 0 | $0 | 0.00% | −3,294−100.0% | Sold out |
| Bill Few Associates, Inc. | 0 | $0 | 0.00% | −3,289−100.0% | Sold out |
| Paradigm Financial Partners, LLC | 0 | $0 | 0.00% | −3,279−100.0% | Sold out |
| First American Trust, FSB | 0 | $0 | 0.00% | −3,268−100.0% | Sold out |
| Archetype Wealth Partners | 0 | $0 | 0.00% | −3,262−100.0% | Sold out |
| Verus Capital Partners, LLC | 0 | $0 | 0.00% | −3,265−100.0% | Sold out |
| Satovsky Asset Management LLC | 0 | $0 | 0.00% | −3,261−100.0% | Sold out |
| Grimes & Company, Inc. | 0 | $0 | 0.00% | −3,253−100.0% | Sold out |
| BridgePort Financial Solutions, LLC | 0 | $0 | 0.00% | −3,248−100.0% | Sold out |
| TRUE Private Wealth Advisors | 0 | $0 | 0.00% | −3,247−100.0% | Sold out |
| Galvin, Gaustad & Stein, LLC | 0 | $0 | 0.00% | −3,246−100.0% | Sold out |
| Financial Advisors Network, Inc. | 0 | $0 | 0.00% | −3,243−100.0% | Sold out |
| First Bank & Trust | 0 | $0 | 0.00% | −3,236−100.0% | Sold out |
| Thompson Siegel & Walmsley LLC | 0 | $0 | 0.00% | −3,237−100.0% | Sold out |
| Tranquility Partners, LLC | 0 | $0 | 0.00% | −3,227−100.0% | Sold out |
| McGowan Group Asset Management, Inc. | 0 | $0 | 0.00% | −3,226−100.0% | Sold out |
| Keynote Financial Services LLC | 0 | $0 | 0.00% | −3,221−100.0% | Sold out |
| WoodTrust Financial Corp | 0 | $0 | 0.00% | −3,221−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −3,217−100.0% | Sold out |
| Oak Asset Management, LLC | 0 | $0 | 0.00% | −3,213−100.0% | Sold out |
| Atlantic Edge Private Wealth Management, LLC | 0 | $0 | 0.00% | −1,988−100.0% | Sold out |
| Saranac Partners Ltd | 0 | $0 | 0.00% | −1,765−100.0% | Sold out |
| Palisade Asset Management, LLC | 0 | $0 | 0.00% | −1,760−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −1,636−100.0% | Sold out |
| Hopwood Financial Services, Inc. | 0 | $0 | 0.00% | −1,558−100.0% | Sold out |
| Groupe la Francaise | 0 | $0 | 0.00% | −1,746−100.0% | Sold out |
| Heartwood Wealth Advisors LLC | 0 | $0 | 0.00% | −1,251−100.0% | Sold out |
| Pathway Financial Advisers, LLC | 0 | $0 | 0.00% | −1,211−100.0% | Sold out |
| TruNorth Capital Management, LLC | 0 | $0 | 0.00% | −867−100.0% | Sold out |
| Clear Investment Research, LLC | 0 | $0 | 0.00% | −860−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −837−100.0% | Sold out |
| Wiser Advisor Group LLC | 0 | $0 | 0.00% | −826−100.0% | Sold out |
| Koesten, Hirschmann & Crabtree, INC. | 0 | $0 | 0.00% | −761−100.0% | Sold out |
| Stuart Chaussee & Associates, Inc. | 0 | $0 | 0.00% | −715−100.0% | Sold out |
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −506−100.0% | Sold out |
| North Capital, Inc. | 0 | $0 | 0.00% | −449−100.0% | Sold out |
| Banque de Luxembourg S.A. | 0 | $0 | 0.00% | −435−100.0% | Sold out |
| Main Street Group, LTD | 0 | $0 | 0.00% | −368−100.0% | Sold out |
| Creative Capital Management Investments LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Financial Life Planners | 0 | $0 | 0.00% | −210−100.0% | Sold out |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | −163−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −131−100.0% | Sold out |
| Minot DeBlois Advisors LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Marshall & Sterling Wealth Advisors Inc. | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −91−100.0% | Sold out |
| Sherman Asset Management, Inc. | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Roble, Belko & Company, Inc | 0 | $0 | 0.00% | −74−100.0% | Sold out |
| Family Legacy Financial Solutions, LLC | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| Crowley Wealth Management, Inc. | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Trifecta Capital Advisors, LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Grey Fox Wealth Advisors, LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Perritt Capital Management Inc | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Centerpoint Advisors, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Tidemark, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Delos Wealth Advisors, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Proffitt & Goodson Inc | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Future Financial Wealth Managment LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Burgundy Asset Management Ltd. | – | – | – | – | Not filed |
| Jarislowsky, Fraser Ltd | – | – | – | – | Not filed |
| AXA Investment Managers S.A. | – | – | – | – | Not filed |
| CIBC Bancorp USA Inc. | – | – | – | – | Not filed |
| Coho Partners, Ltd. | – | – | – | – | Not filed |
| Glenmede Investment Management, LP | – | – | – | – | Not filed |
| Synovus Financial Corp | – | – | – | – | Not filed |
| Pinnacle Financial Partners Inc | – | – | – | – | Not filed |
| Shorepoint Capital Partners LLC | – | – | – | – | Not filed |
| Gries Financial LLC | – | – | – | – | Not filed |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |
| Bard Financial Services, Inc. | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |
| Brass Tax Wealth Management, Inc | – | – | – | – | Not filed |
| Eisler Capital Management Ltd. | – | – | – | – | Not filed |
| Chiron Capital Management, LLC | – | – | – | – | Not filed |
| Country Club Bank | – | – | – | – | Not filed |
| PBMares Wealth Management LLC | – | – | – | – | Not filed |
| Fullcircle Wealth LLC | – | – | – | – | Not filed |
| Bridge Creek Capital Management LLC | – | – | – | – | Not filed |
| Moloney Securities Asset Management, LLC | – | – | – | – | Not filed |
| Lion Street Advisors, LLC | – | – | – | – | Not filed |
| Stonegate Investment Group, LLC | – | – | – | – | Not filed |
