| First Business Financial Services, Inc. | 0 | $0 | 0.00% | −1,378−100.0% | Sold out |
| Laidlaw Wealth Management LLC | 0 | $0 | 0.00% | −1,378−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −1,368−100.0% | Sold out |
| Northwest Bancshares, Inc. | 0 | $0 | 0.00% | −1,366−100.0% | Sold out |
| Burke & Herbert Bank & Trust Co | 0 | $0 | 0.00% | −1,363−100.0% | Sold out |
| Newman Dignan & Sheerar, Inc. | 0 | $0 | 0.00% | −1,352−100.0% | Sold out |
| Pointe Capital Management LLC | 0 | $0 | 0.00% | −1,352−100.0% | Sold out |
| Hendershot Investments Inc. | 0 | $0 | 0.00% | −1,350−100.0% | Sold out |
| Vernal Point Advisors, LLC | 0 | $0 | 0.00% | −1,349−100.0% | Sold out |
| Wealthstream Advisors, Inc. | 0 | $0 | 0.00% | −1,338−100.0% | Sold out |
| Private Advisory Group LLC | 0 | $0 | 0.00% | −1,335−100.0% | Sold out |
| MEMBERS Trust Co | 0 | $0 | 0.00% | −1,332−100.0% | Sold out |
| Edmonds Duncan Registered Investment Advisors, LLC | 0 | $0 | 0.00% | −1,330−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −1,326−100.0% | Sold out |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −1,320−100.0% | Sold out |
| Nicholas Hoffman & Company, LLC. | 0 | $0 | 0.00% | −1,320−100.0% | Sold out |
| Elevatus Welath Management | 0 | $0 | 0.00% | −1,318−100.0% | Sold out |
| MBA Advisors LLC | 0 | $0 | 0.00% | −1,317−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −1,312−100.0% | Sold out |
| Summit Financial Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,312−100.0% | Sold out |
| Cornerstone Advisory, LLC | 0 | $0 | 0.00% | −1,308−100.0% | Sold out |
| Wendell David Associates Inc | 0 | $0 | 0.00% | −1,305−100.0% | Sold out |
| Aberdeen Wealth Management LLC | 0 | $0 | 0.00% | −1,304−100.0% | Sold out |
| Cardiff Park Advisors, LLC | 0 | $0 | 0.00% | −1,304−100.0% | Sold out |
| TruWealth Advisors, LLC | 0 | $0 | 0.00% | −1,299−100.0% | Sold out |
| Collaborative Wealth Managment Inc. | 0 | $0 | 0.00% | −1,298−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −1,294−100.0% | Sold out |
| First City Capital Management, Inc. | 0 | $0 | 0.00% | −1,288−100.0% | Sold out |
| Diligent Investors, LLC | 0 | $0 | 0.00% | −1,281−100.0% | Sold out |
| Sigma Investment Counselors Inc | 0 | $0 | 0.00% | −1,280−100.0% | Sold out |
| Main Street Financial Solutions, LLC | 0 | $0 | 0.00% | −1,279−100.0% | Sold out |
| Silver Oak Securities, Inc | 0 | $0 | 0.00% | −1,277−100.0% | Sold out |
| Washington Trust Bank | 0 | $0 | 0.00% | −1,275−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −1,275−100.0% | Sold out |
| Charter Research & Investment Group, Inc. | 0 | $0 | 0.00% | −1,273−100.0% | Sold out |
| Oak Harbor Wealth Partners, LLC | 0 | $0 | 0.00% | −1,267−100.0% | Sold out |
| Dopkins Wealth Management, LLC | 0 | $0 | 0.00% | −1,265−100.0% | Sold out |
| Marathon Capital Management | 0 | $0 | 0.00% | −1,264−100.0% | Sold out |
| Axiom Financial Strategies, LLC | 0 | $0 | 0.00% | −1,264−100.0% | Sold out |
| Hengehold Capital Management LLC | 0 | $0 | 0.00% | −1,263−100.0% | Sold out |
| Dumont & Blake Investment Advisors LLC | 0 | $0 | 0.00% | −1,262−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −1,262−100.0% | Sold out |
| Holderness Investments Co | 0 | $0 | 0.00% | −1,259−100.0% | Sold out |
| Legacy Advisors, LLC | 0 | $0 | 0.00% | −1,252−100.0% | Sold out |
| Occidental Asset Management, LLC | 0 | $0 | 0.00% | −1,251−100.0% | Sold out |
| Josh Arnold Investment Consultant, LLC | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| Pinnacle West Asset Management, Inc. | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| Old North State Trust, LLC | 0 | $0 | 0.00% | −1,244−100.0% | Sold out |
| Tandem Investment Advisors, Inc. | 0 | $0 | 0.00% | −1,237−100.0% | Sold out |
| Boston Financial Mangement LLC | 0 | $0 | 0.00% | −1,233−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −728−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −686−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −610−100.0% | Sold out |
| Lipe & Dalton | 0 | $0 | 0.00% | −532−100.0% | Sold out |
| Core Wealth Advisors, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Future Financial Wealth Managment LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| First Personal Financial Services | 0 | $0 | 0.00% | −339−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −225−100.0% | Sold out |
| Vermillion & White Wealth Management Group, LLC | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −118−100.0% | Sold out |
| LifeSteps Financial, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Marquette Asset Management, LLC | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| Financial Synergies Wealth Advisors, Inc. | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Global Assets Advisory, LLC | 0 | $0 | 0.00% | −28,748−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| InterOcean Capital Group, LLC | – | – | – | – | Not filed |
| Manning & Napier Group, LLC | – | – | – | – | Not filed |
| Degroof Petercam Asset Management | – | – | – | – | Not filed |
| Ziegler Capital Management, LLC | – | – | – | – | Not filed |
| Van Leeuwen & Company, LLC | – | – | – | – | Not filed |
| Atlas Private Wealth Management | – | – | – | – | Not filed |
| Steward Partners Investment Solutions, LLC | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |
| Imprint Wealth LLC | – | – | – | – | Not filed |
| Retirement Group, LLC | – | – | – | – | Not filed |
| Connectus Wealth, LLC | – | – | – | – | Not filed |
| Wilbanks Smith & Thomas Asset Management LLC | – | – | – | – | Not filed |
| Grey Street Capital, LLC | – | – | – | – | Not filed |
| KLR Investment Advisors, LLC | – | – | – | – | Not filed |
| Pflug Koory, LLC | – | – | – | – | Not filed |
| Cambridge Trust Co | – | – | – | – | Not filed |
| CWA Asset Management Group, LLC | – | – | – | – | Not filed |
| Objective Capital Management, LLC | – | – | – | – | Not filed |
| Highlander Capital Management, LLC | – | – | – | – | Not filed |
| Lynwood Capital Management Inc. | – | – | – | – | Not filed |
| Norwood Financial Corp | – | – | – | – | Not filed |
| Credential Qtrade Securities Inc. | – | – | – | – | Not filed |
| FSA Wealth Management LLC | – | – | – | – | Not filed |
