| Wall Street Access Asset Management, LLC | 0 | $0 | 0.00% | −5,800−100.0% | Sold out |
| Baker Ellis Asset Management LLC | 0 | $0 | 0.00% | −5,700−100.0% | Sold out |
| Onyx Bridge Wealth Group LLC | 0 | $0 | 0.00% | −5,325−100.0% | Sold out |
| Vicus Capital | 0 | $0 | 0.00% | −5,253−100.0% | Sold out |
| Winthrop Advisory Group LLC | 0 | $0 | 0.00% | −5,141−100.0% | Sold out |
| Facet Wealth, Inc. | 0 | $0 | 0.00% | −5,106−100.0% | Sold out |
| Clarity Financial LLC | 0 | $0 | 0.00% | −5,031−100.0% | Sold out |
| Ibex Investors LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Investors Financial Group, LLC | 0 | $0 | 0.00% | −4,988−100.0% | Sold out |
| Sand Hill Global Advisors, LLC | 0 | $0 | 0.00% | −4,822−100.0% | Sold out |
| J. L. Bainbridge & Co., Inc. | 0 | $0 | 0.00% | −4,804−100.0% | Sold out |
| WESPAC Advisors, LLC | 0 | $0 | 0.00% | −4,764−100.0% | Sold out |
| Bar Harbor Trust Services | 0 | $0 | 0.00% | −4,724−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −4,713−100.0% | Sold out |
| Susquehanna International Group Ltd. | 0 | $0 | 0.00% | −4,707−100.0% | Sold out |
| Brown Miller Wealth Management, LLC | 0 | $0 | 0.00% | −4,704−100.0% | Sold out |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −4,698−100.0% | Sold out |
| Schneider Downs Wealth Management Advisors, LP | 0 | $0 | 0.00% | −4,666−100.0% | Sold out |
| Hudson Valley Investment Advisors Inc | 0 | $0 | 0.00% | −4,617−100.0% | Sold out |
| Next Capital Management LLC | 0 | $0 | 0.00% | −4,576−100.0% | Sold out |
| ZWJ Investment Counsel Inc | 0 | $0 | 0.00% | −4,513−100.0% | Sold out |
| Aj Wealth Strategies, LLC | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −4,408−100.0% | Sold out |
| BFT Financial Group, LLC | 0 | $0 | 0.00% | −4,391−100.0% | Sold out |
| Rock Point Advisors, LLC | 0 | $0 | 0.00% | −4,400−100.0% | Sold out |
| Epstein & White Financial LLC | 0 | $0 | 0.00% | −4,271−100.0% | Sold out |
| Corrado Advisors, LLC | 0 | $0 | 0.00% | −4,266−100.0% | Sold out |
| RKL Wealth Management LLC | 0 | $0 | 0.00% | −4,242−100.0% | Sold out |
| InterOcean Capital Group, LLC | 0 | $0 | 0.00% | −4,237−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −4,181−100.0% | Sold out |
| Insight Wealth Strategies, LLC | 0 | $0 | 0.00% | −4,135−100.0% | Sold out |
| Aevitas Wealth Management, Inc. | 0 | $0 | 0.00% | −4,120−100.0% | Sold out |
| Peddock Capital Advisors, LLC | 0 | $0 | 0.00% | −4,112−100.0% | Sold out |
| Weatherly Asset Management L. P. | 0 | $0 | 0.00% | −4,086−100.0% | Sold out |
| Aristotle Atlantic Partners, LLC | 0 | $0 | 0.00% | −4,080−100.0% | Sold out |
| Pensionmark Financial Group, LLC | 0 | $0 | 0.00% | −4,116−100.0% | Sold out |
| Howland Capital Management LLC | 0 | $0 | 0.00% | −4,013−100.0% | Sold out |
| Courage Capital Management LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Angeles Investment Advisors, LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Cidel Asset Management Inc | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Connecticut Wealth Management, LLC | 0 | $0 | 0.00% | −4,013−100.0% | Sold out |
| Aries Wealth Management | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Fulton Breakefield Broenniman LLC | 0 | $0 | 0.00% | −3,983−100.0% | Sold out |
| Accuvest Global Advisors | 0 | $0 | 0.00% | −3,966−100.0% | Sold out |
| BSW Wealth Partners | 0 | $0 | 0.00% | −3,977−100.0% | Sold out |
| Argyle Capital Management Inc. | 0 | $0 | 0.00% | −3,946−100.0% | Sold out |
| SignalPoint Asset Management, LLC | 0 | $0 | 0.00% | −3,946−100.0% | Sold out |
| Andesa Financial Management Inc. | 0 | $0 | 0.00% | −3,939−100.0% | Sold out |
| Advisor OS, LLC | 0 | $0 | 0.00% | −3,938−100.0% | Sold out |
| Allred Capital Management, LLC | 0 | $0 | 0.00% | −3,624−100.0% | Sold out |
| ShoreHaven Wealth Partners, LLC | 0 | $0 | 0.00% | −3,426−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −3,196−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −3,149−100.0% | Sold out |
| MPS Loria Financial Planners, LLC | 0 | $0 | 0.00% | −2,986−100.0% | Sold out |
| Archer Investment Corp | 0 | $0 | 0.00% | −2,840−100.0% | Sold out |
| Troy Asset Management Ltd | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Abundance Wealth Counselors | 0 | $0 | 0.00% | −2,056−100.0% | Sold out |
| Wealthcare Capital Management LLC | 0 | $0 | 0.00% | −1,916−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −1,626−100.0% | Sold out |
| Brand Asset Management Group, Inc. | 0 | $0 | 0.00% | −1,622−100.0% | Sold out |
| Seven Springs Wealth Group, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Manchester Financial Inc | 0 | $0 | 0.00% | −1,371−100.0% | Sold out |
| Valley Brook Capital Group | 0 | $0 | 0.00% | −1,361−100.0% | Sold out |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −1,241−100.0% | Sold out |
| Grandview Asset Management LLC | 0 | $0 | 0.00% | −1,125−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −836−100.0% | Sold out |
| Stuart Chaussee & Associates, Inc. | 0 | $0 | 0.00% | −637−100.0% | Sold out |
| Joseph P. Lucia & Associates, LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −439−100.0% | Sold out |
| QVR LLC | 0 | $0 | 0.00% | −251−100.0% | Sold out |
| RBA Wealth Management, LLC | 0 | $0 | 0.00% | −249−100.0% | Sold out |
| Ashburton (Jersey) Ltd | 0 | $0 | 0.00% | −211−100.0% | Sold out |
| American National Bank | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Syverson Strege & Co | 0 | $0 | 0.00% | −169−100.0% | Sold out |
| Fiduciary Planning LLC | 0 | $0 | 0.00% | −168−100.0% | Sold out |
| Litman Gregory Asset Management LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Mascoma Wealth Management LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Regal Wealth Group, Inc. | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Amundi Asset Management US, Inc. | – | – | – | – | Not filed |
| Bokf, NA | – | – | – | – | Not filed |
| Schafer Cullen Capital Management Inc | – | – | – | – | Not filed |
| TCF National Bank | – | – | – | – | Not filed |
| Pinnacle Advisory Group, Inc. | – | – | – | – | Not filed |
| BBVA USA Bancshares, Inc. | – | – | – | – | Not filed |
| Elevated Capital Advisors, LLC | – | – | – | – | Not filed |
| Employers Holdings, Inc. | – | – | – | – | Not filed |
| Wolff Financial Management LLC | – | – | – | – | Not filed |
| Alterity Financial Group, LLC | – | – | – | – | Not filed |
| Flippin Bruce & Porter Inc | – | – | – | – | Not filed |
| Rikoon Group, LLC | – | – | – | – | Not filed |
| Sullivan, Bruyette, Speros & Blaney, LLC | – | – | – | – | Not filed |
| 626 Financial, LLC | – | – | – | – | Not filed |
| MBL Wealth, LLC | – | – | – | – | Not filed |
| Tompkins Financial Corp | – | – | – | – | Not filed |
| CSat Investment Advisory, L.P. | – | – | – | – | Not filed |
| New Capital Management LP | – | – | – | – | Not filed |
