| Montis Financial, LLC | 0 | $0 | 0.00% | −2,652−100.0% | Sold out |
| Advisor OS, LLC | 0 | $0 | 0.00% | −2,594−100.0% | Sold out |
| Cobblestone Capital Advisors LLC | 0 | $0 | 0.00% | −2,564−100.0% | Sold out |
| Schnieders Capital Management LLC | 0 | $0 | 0.00% | −2,534−100.0% | Sold out |
| D'Orazio & Associates, Inc. | 0 | $0 | 0.00% | −2,522−100.0% | Sold out |
| Becker Capital Management Inc | 0 | $0 | 0.00% | −2,516−100.0% | Sold out |
| Gamble Jones Investment Counsel | 0 | $0 | 0.00% | −2,517−100.0% | Sold out |
| Ropes Wealth Advisors LLC | 0 | $0 | 0.00% | −2,514−100.0% | Sold out |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −2,517−100.0% | Sold out |
| Aveo Capital Partners, LLC | 0 | $0 | 0.00% | −2,494−100.0% | Sold out |
| New England Research & Management, Inc. | 0 | $0 | 0.00% | −2,525−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −2,455−100.0% | Sold out |
| Regent Investment Management LLC | 0 | $0 | 0.00% | −2,449−100.0% | Sold out |
| GSB Wealth Management, LLC | 0 | $0 | 0.00% | −2,450−100.0% | Sold out |
| Valmark Advisers, Inc. | 0 | $0 | 0.00% | −2,425−100.0% | Sold out |
| Clear Harbor Asset Management, LLC | 0 | $0 | 0.00% | −2,387−100.0% | Sold out |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −2,369−100.0% | Sold out |
| SignalPoint Asset Management, LLC | 0 | $0 | 0.00% | −2,386−100.0% | Sold out |
| Heritage Trust Co | 0 | $0 | 0.00% | −2,350−100.0% | Sold out |
| Founders Capital Management, LLC | 0 | $0 | 0.00% | −2,342−100.0% | Sold out |
| Regal Wealth Group, Inc. | 0 | $0 | 0.00% | −2,346−100.0% | Sold out |
| Grove Bank & Trust | 0 | $0 | 0.00% | −2,335−100.0% | Sold out |
| Bridgewater Advisors Inc. | 0 | $0 | 0.00% | −2,333−100.0% | Sold out |
| Baxter Bros Inc | 0 | $0 | 0.00% | −2,315−100.0% | Sold out |
| Buckingham Strategic Wealth, LLC | 0 | $0 | 0.00% | −2,314−100.0% | Sold out |
| Mission Creek Capital Partners, Inc. | 0 | $0 | 0.00% | −2,310−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −2,016−100.0% | Sold out |
| Mystic Asset Management, Inc. | 0 | $0 | 0.00% | −1,525−100.0% | Sold out |
| Comprehensive Financial Consultants Institutional, Inc. | 0 | $0 | 0.00% | −1,405−100.0% | Sold out |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −1,217−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −1,163−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −1,070−100.0% | Sold out |
| SBK Financial, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Cornerstone Advisory, LLC | 0 | $0 | 0.00% | −991−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −958−100.0% | Sold out |
| Cassady Schiller Wealth Management, LLC | 0 | $0 | 0.00% | −862−100.0% | Sold out |
| Paragon Capital Management Ltd | 0 | $0 | 0.00% | −721−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | – | Sold out |
| Old North State Trust, LLC | 0 | $0 | 0.00% | −555−100.0% | Sold out |
| Widmann Financial Services, Inc. | 0 | $0 | 0.00% | −473−100.0% | Sold out |
| Retirement Planning Co of New England, Inc. | 0 | $0 | 0.00% | −466−100.0% | Sold out |
| Standard Family Office LLC | 0 | $0 | 0.00% | −437−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −409−100.0% | Sold out |
| Andrew Hill Investment Advisors, Inc. | 0 | $0 | 0.00% | −402−100.0% | Sold out |
| James Reed Financial Services, Inc. | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Vigilant Capital Management, LLC | 0 | $0 | 0.00% | −379−100.0% | Sold out |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −331−100.0% | Sold out |
| Elmwood Wealth Management, Inc. | 0 | $0 | 0.00% | −319−100.0% | Sold out |
| TAP Consulting, LLC | 0 | $0 | 0.00% | −225−100.0% | Sold out |
| Masso Torrence Wealth Management Inc. | 0 | $0 | 0.00% | −184−100.0% | Sold out |
| FSB Premier Wealth Management, Inc. | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| True Link Financial Advisors, LLC | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| Shore Point Advisors, LLC | 0 | $0 | 0.00% | −111−100.0% | Sold out |
| Ford Financial Group, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Henrickson Nauta Wealth Advisors, Inc. | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| Clearview Wealth Advisors LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Banco de Sabadell, S.A | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| TD Capital Management LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Wagner Wealth Management, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| RGT Wealth Advisors, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Aquire Wealth Advisors, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Outfitter Financial LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Morton Brown Family Wealth, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| WestEnd Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Investmark Advisory Group LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −2,088−100.0% | Sold out |
| Andra AP-fonden | – | – | – | – | Not filed |
| Reilly Financial Advisors, LLC | – | – | – | – | Not filed |
| Country Club Trust Company, n.a. | – | – | – | – | Not filed |
| MRJ Capital Inc | – | – | – | – | Not filed |
| Ascension Asset Management LLC | – | – | – | – | Not filed |
| Carroll Financial Associates, Inc. | – | – | – | – | Not filed |
| Metatron Capital SICAV plc | – | – | – | – | Not filed |
| Heritage Way Advisors, LLC | – | – | – | – | Not filed |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |
| Quest Capital Management Inc | – | – | – | – | Not filed |
| Harbour Investments, Inc. | – | – | – | – | Not filed |
| Markston International LLC | – | – | – | – | Not filed |
| Crescent Capital Consulting, LLC | – | – | – | – | Not filed |
| Truehand, Inc | – | – | – | – | Not filed |
| Bell Investment Advisors, Inc | – | – | – | – | Not filed |
| Castle Financial & Retirement Planning Associates, Inc. | – | – | – | – | Not filed |
