| AXA S.A. | 0 | $0 | 0.00% | −2,118−100.0% | Sold out |
| Main Street Financial Solutions, LLC | 0 | $0 | 0.00% | −1,903−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −1,609−100.0% | Sold out |
| Curated Wealth Partners LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| AlTi Global, Inc. | 0 | $0 | 0.00% | −1,496−100.0% | Sold out |
| Empire Financial Management Company, LLC | 0 | $0 | 0.00% | −1,352−100.0% | Sold out |
| BBR Partners, LLC | 0 | $0 | 0.00% | −1,242−100.0% | Sold out |
| Chesapeake Capital Corp | 0 | $0 | 0.00% | −1,191−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −1,120−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −1,115−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,093−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −916−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −869−100.0% | Sold out |
| Prosperity Consulting Group, LLC | 0 | $0 | 0.00% | −821−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −820−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −788−100.0% | Sold out |
| Miracle Mile Advisors, LLC | 0 | $0 | 0.00% | −710−100.0% | Sold out |
| Sym Financial Corp | 0 | $0 | 0.00% | −675−100.0% | Sold out |
| Massar Capital Management, LP | 0 | $0 | 0.00% | −650−100.0% | Sold out |
| WPWealth LLP | 0 | $0 | 0.00% | −637−100.0% | Sold out |
| Gateway Wealth Partners, LLC | 0 | $0 | 0.00% | −623−100.0% | Sold out |
| Robertson Stephens Wealth Management, LLC | 0 | $0 | 0.00% | −599−100.0% | Sold out |
| Menard Financial Group LLC | 0 | $0 | 0.00% | −590−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −489−100.0% | Sold out |
| Insigneo Advisory Services, LLC | 0 | $0 | 0.00% | −481−100.0% | Sold out |
| Eagle Capital Management LLC | 0 | $0 | 0.00% | −470−100.0% | Sold out |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −439−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −447−100.0% | Sold out |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −414−100.0% | Sold out |
| Triad Wealth Partners, LLC | 0 | $0 | 0.00% | −398−100.0% | Sold out |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −381−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −378−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −368−100.0% | Sold out |
| Daymark Wealth Partners, LLC | 0 | $0 | 0.00% | −367−100.0% | Sold out |
| NFP Retirement, Inc. | 0 | $0 | 0.00% | −353−100.0% | Sold out |
| Parcion Private Wealth LLC | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −348−100.0% | Sold out |
| Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −345−100.0% | Sold out |
| Heartland Bank & Trust Co | 0 | $0 | 0.00% | −345−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −342−100.0% | Sold out |
| Global Assets Advisory, LLC | 0 | $0 | 0.00% | −190−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −143−100.0% | Sold out |
| Clayton Financial Group LLC | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| Stephenson National Bank & Trust | 0 | $0 | 0.00% | −122−100.0% | Sold out |
| ZRC Wealth Management, LLC | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −97−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −92−100.0% | Sold out |
| Ameliora Wealth Management Ltd. | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Union Bancaire Privee, UBP SA | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Wall Street Financial Group, Inc. | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| New Age Alpha Advisors, LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| DAGCO, Inc. | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Timothy G. Youngquist 2020 Irrevocable Trust | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| YANKCOM Partnership | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| First Pacific Financial | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Cassaday & Co Wealth Management LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Bangor Savings Bank | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Cetera Trust Company, N.A | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| HighMark Wealth Management LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Trust Co of Toledo NA | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Magnolia Wealth Management, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Rachor Investment Advisory Services, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| St Germain D J Co Inc | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Global Wealth Strategies & Associates | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Legacy Wealth Managment, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Synergy Investment Management, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Hamrick Investment Counsel, llc | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Portus Wealth Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Murphy & Mullick Capital Management Corp | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Napier Financial, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| Exencial Wealth Advisors, LLC | – | – | – | – | Not filed |
| Evelyn Partners Investment Management LLP | – | – | – | – | Not filed |
| Jackson Hole Capital Partners, LLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Skopos Labs, Inc. | – | – | – | – | Not filed |
| USA Financial Portformulas Corp | – | – | – | – | Not filed |
| North Ridge Wealth Advisors, Inc. | – | – | – | – | Not filed |
| Red Tortoise LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |
| Arcadia Investment Management Corp | – | – | – | – | Not filed |