| Canandaigua National Bank & Trust Co | 0 | $0 | 0.00% | −456−100.0% | Sold out |
| Nations Financial Group Inc, | 0 | $0 | 0.00% | −442−100.0% | Sold out |
| Pacific Global Investment Management CO | 0 | $0 | 0.00% | −442−100.0% | Sold out |
| Red Door Wealth Management, LLC | 0 | $0 | 0.00% | −438−100.0% | Sold out |
| GM Advisory Group, Inc. | 0 | $0 | 0.00% | −428−100.0% | Sold out |
| Birmingham Capital Management Co Inc | 0 | $0 | 0.00% | −425−100.0% | Sold out |
| Ingalls & Snyder LLC | 0 | $0 | 0.00% | −424−100.0% | Sold out |
| Vista Capital Partners, Inc. | 0 | $0 | 0.00% | −422−100.0% | Sold out |
| Everpar Advisors LLC | 0 | $0 | 0.00% | −422−100.0% | Sold out |
| Geller Advisors LLC | 0 | $0 | 0.00% | −421−100.0% | Sold out |
| Aveo Capital Partners, LLC | 0 | $0 | 0.00% | −415−100.0% | Sold out |
| Carr Financial Group Corp | 0 | $0 | 0.00% | −413−100.0% | Sold out |
| Canal Capital Management, LLC | 0 | $0 | 0.00% | −412−100.0% | Sold out |
| Neville Rodie & Shaw Inc | 0 | $0 | 0.00% | −410−100.0% | Sold out |
| Deroy & Devereaux Private Investment Counsel Inc | 0 | $0 | 0.00% | −410−100.0% | Sold out |
| Forte Capital LLC | 0 | $0 | 0.00% | −409−100.0% | Sold out |
| Leavell Investment Management, Inc. | 0 | $0 | 0.00% | −407−100.0% | Sold out |
| Marathon Capital Management | 0 | $0 | 0.00% | −407−100.0% | Sold out |
| SOL Capital Management CO | 0 | $0 | 0.00% | −405−100.0% | Sold out |
| Embree Financial Group | 0 | $0 | 0.00% | −404−100.0% | Sold out |
| Plancorp, LLC | 0 | $0 | 0.00% | −404−100.0% | Sold out |
| Plotkin Financial Advisors, LLC | 0 | $0 | 0.00% | −403−100.0% | Sold out |
| Dearborn Partners LLC | 0 | $0 | 0.00% | −402−100.0% | Sold out |
| MEMBERS Trust Co | 0 | $0 | 0.00% | −402−100.0% | Sold out |
| Steigerwald, Gordon & Koch Inc. | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Altus Wealth Group LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| RMR Capital Management, LLC | 0 | $0 | 0.00% | −399−100.0% | Sold out |
| Aprio Wealth Management, LLC | 0 | $0 | 0.00% | −398−100.0% | Sold out |
| Charles Schwab Trust Co | 0 | $0 | 0.00% | −397−100.0% | Sold out |
| RFG Advisory, LLC | 0 | $0 | 0.00% | −397−100.0% | Sold out |
| Perfromance Wealth Partners, LLC | 0 | $0 | 0.00% | −393−100.0% | Sold out |
| Acorn Financial Advisory Services Inc | 0 | $0 | 0.00% | −391−100.0% | Sold out |
| J. W. Coons Advisors, LLC | 0 | $0 | 0.00% | −390−100.0% | Sold out |
| Quadrant Private Wealth Management, LLC | 0 | $0 | 0.00% | −389−100.0% | Sold out |
| Ariadne Wealth Management, LP | 0 | $0 | 0.00% | −393−100.0% | Sold out |
| Silver Oak Securities, Inc | 0 | $0 | 0.00% | −742−100.0% | Sold out |
| Stanley-Laman Group, Ltd. | 0 | $0 | 0.00% | −387−100.0% | Sold out |
| Farmers Trust Co | 0 | $0 | 0.00% | −386−100.0% | Sold out |
| LaFleur & Godfrey LLC | 0 | $0 | 0.00% | −382−100.0% | Sold out |
| LifeSteps Financial, Inc. | 0 | $0 | 0.00% | −382−100.0% | Sold out |
| TFB Advisors LLC | 0 | $0 | 0.00% | −382−100.0% | Sold out |
| Paladin Wealth, LLC | 0 | $0 | 0.00% | −320−100.0% | Sold out |
| SL Advisors, LLC | 0 | $0 | 0.00% | −308−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −274−100.0% | Sold out |
| Hobbs Group Advisors, LLC | 0 | $0 | 0.00% | −262−100.0% | Sold out |
| Gilliland Jeter Wealth Management LLC | 0 | $0 | 0.00% | −154−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −138−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| Providence Capital Advisors, LLC | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −94−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −93−100.0% | Sold out |
| Rational Advisors LLC | 0 | $0 | 0.00% | −93−100.0% | Sold out |
| Arrow Financial Corp | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| Cypress Capital Management LLC (WY) | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| IMA Wealth, Inc. | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| DAGCO, Inc. | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Legacy Investment Solutions, LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Legacy Wealth Managment, LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Cedar Wealth Management, LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Bear Mountain Capital, Inc. | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| McMahon Financial Advisors, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Uncommon Cents Investing LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Redmont Wealth Advisors LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Spectrum Wealth Counsel, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Stone House Investment Management, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Allianz SE | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Voisard Asset Management Group, Inc. | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Jamison Private Wealth Management, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Financial Network Wealth Advisors LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Dogwood Wealth Management LLC | 0 | $0 | 0.00% | 0 | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Eisler Capital (US) LLC | – | – | – | – | Not filed |
| Chartwell Investment Partners, LLC | – | – | – | – | Not filed |
| SpiderRock Advisors, LLC | – | – | – | – | Not filed |
| Raymond James Trust N.A. | – | – | – | – | Not filed |
| Rakuten Investment Management, Inc. | – | – | – | – | Not filed |
| Kingfisher Capital LLC | – | – | – | – | Not filed |
| Bridge Advisory, LLC | – | – | – | – | Not filed |
| Smithbridge Asset Management Inc | – | – | – | – | Not filed |
| Northwest Investment Counselors, LLC | – | – | – | – | Not filed |
| Verdad Advisers, LP | – | – | – | – | Not filed |
| Brophy Wealth Management, LLC | – | – | – | – | Not filed |
| First Trust Investment Solutions L.P. | – | – | – | – | Not filed |
| FinTrust Capital Advisors, LLC | – | – | – | – | Not filed |
| 9258 Wealth Management, LLC | – | – | – | – | Not filed |
| Alera Investment Advisors, LLC | – | – | – | – | Not filed |
| Axiom Advisory, LLC | – | – | – | – | Not filed |
| Inscription Capital, LLC | – | – | – | – | Not filed |
| CIC Wealth, LLC | – | – | – | – | Not filed |
| Carmichael Hill & Associates, Inc. | – | – | – | – | Not filed |
| VitalStone Financial, LLC | – | – | – | – | Not filed |
| Cedrus LLC | – | – | – | – | Not filed |
| Alpine Bank Wealth Management | – | – | – | – | Not filed |
| M&R Capital Management Inc | – | – | – | – | Not filed |
| BBJS Financial Advisors, LLC | – | – | – | – | Not filed |
| Annapolis Financial Services, LLC | – | – | – | – | Not filed |
| WFA of San Diego, LLC | – | – | – | – | Not filed |
