| Howard Capital Management Inc. | 0 | $0 | 0.00% | −1,106−100.0% | Sold out |
| Mayfair Advisory Group, LLC | 0 | $0 | 0.00% | −1,028−100.0% | Sold out |
| XML Financial, LLC | 0 | $0 | 0.00% | −1,002−100.0% | Sold out |
| Charter Research & Investment Group, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| United Maritime Capital LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| McMahon Financial Advisors, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Doyle Wealth Management | 0 | $0 | 0.00% | −1,001−100.0% | Sold out |
| VeraBank, N.A. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Portland Global Advisors LLC | 0 | $0 | 0.00% | −986−100.0% | Sold out |
| Advanced Asset Management Advisors Inc | 0 | $0 | 0.00% | −985−100.0% | Sold out |
| Pensionmark Financial Group, LLC | 0 | $0 | 0.00% | −983−100.0% | Sold out |
| LBMC Investment Advisors, LLC | 0 | $0 | 0.00% | −843−100.0% | Sold out |
| WealthBridge Capital Management, LLC | 0 | $0 | 0.00% | −973−100.0% | Sold out |
| Aurora Private Wealth, Inc. | 0 | $0 | 0.00% | −971−100.0% | Sold out |
| Texas Yale Capital Corp. | 0 | $0 | 0.00% | −970−100.0% | Sold out |
| Hamilton Point Investment Advisors, LLC | 0 | $0 | 0.00% | −964−100.0% | Sold out |
| Birch Hill Investment Advisors LLC | 0 | $0 | 0.00% | −960−100.0% | Sold out |
| Confluence Investment Management LLC | 0 | $0 | 0.00% | −953−100.0% | Sold out |
| WSFS Capital Management, LLC | 0 | $0 | 0.00% | −950−100.0% | Sold out |
| Affiance Financial, LLC | 0 | $0 | 0.00% | −950−100.0% | Sold out |
| Acorn Financial Advisory Services Inc | 0 | $0 | 0.00% | −947−100.0% | Sold out |
| BTR Capital Management Inc | 0 | $0 | 0.00% | −937−100.0% | Sold out |
| Norris Perne & French LLP | 0 | $0 | 0.00% | −939−100.0% | Sold out |
| Smith Shellnut Wilson LLC | 0 | $0 | 0.00% | −935−100.0% | Sold out |
| Abacus Planning Group, Inc. | 0 | $0 | 0.00% | −932−100.0% | Sold out |
| JB Capital LLC | 0 | $0 | 0.00% | −931−100.0% | Sold out |
| Gries Financial LLC | 0 | $0 | 0.00% | −926−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −925−100.0% | Sold out |
| Sax Wealth Advisors, LLC | 0 | $0 | 0.00% | −924−100.0% | Sold out |
| Abacus Wealth Partners, LLC | 0 | $0 | 0.00% | −922−100.0% | Sold out |
| Bruderman Asset Management, LLC | 0 | $0 | 0.00% | −915−100.0% | Sold out |
| Annex Advisory Services, LLC | 0 | $0 | 0.00% | −910−100.0% | Sold out |
| Lebenthal Global Advisors, LLC | 0 | $0 | 0.00% | −911−100.0% | Sold out |
| First City Capital Management, Inc. | 0 | $0 | 0.00% | −897−100.0% | Sold out |
| Wedgewood Investors Inc | 0 | $0 | 0.00% | −891−100.0% | Sold out |
| Deroy & Devereaux Private Investment Counsel Inc | 0 | $0 | 0.00% | −891−100.0% | Sold out |
| Valmark Advisers, Inc. | 0 | $0 | 0.00% | −886−100.0% | Sold out |
| ODonnell Financial Services, LLC | 0 | $0 | 0.00% | −882−100.0% | Sold out |
| NinePointTwo Capital | 0 | $0 | 0.00% | −883−100.0% | Sold out |
| Financial Advisors, LLC | 0 | $0 | 0.00% | −875−100.0% | Sold out |
| Wealth Advisors, Inc. | 0 | $0 | 0.00% | −890−100.0% | Sold out |
| CCG Wealth Management, LLC | 0 | $0 | 0.00% | −860−100.0% | Sold out |
| Frank, Rimerman Advisors LLC | 0 | $0 | 0.00% | −860−100.0% | Sold out |
| Legacy Advisors, LLC | 0 | $0 | 0.00% | −858−100.0% | Sold out |
| Fermata Advisors, LLC | 0 | $0 | 0.00% | −858−100.0% | Sold out |
| Archford Capital Strategies, LLC | 0 | $0 | 0.00% | −853−100.0% | Sold out |
| Garrett Investment Advisors LLC | 0 | $0 | 0.00% | −850−100.0% | Sold out |
| Goodwin Daniel L | 0 | $0 | 0.00% | −845−100.0% | Sold out |
| Invst, LLC | 0 | $0 | 0.00% | −847−100.0% | Sold out |
| Apella Capital, LLC | 0 | $0 | 0.00% | −842−100.0% | Sold out |
| Strategic Wealth Designers | 0 | $0 | 0.00% | −831−100.0% | Sold out |
| Farmers National Bank | 0 | $0 | 0.00% | −932−100.0% | Sold out |
| Polaris Wealth Advisory Group, LLC | 0 | $0 | 0.00% | −829−100.0% | Sold out |
| SkyOak Wealth, LLC | 0 | $0 | 0.00% | −839−100.0% | Sold out |
| Bickling Financial Services, Inc. | 0 | $0 | 0.00% | −835−100.0% | Sold out |
| Dearborn Partners LLC | 0 | $0 | 0.00% | −831−100.0% | Sold out |
| David R. Rahn & Associates Inc. | 0 | $0 | 0.00% | −831−100.0% | Sold out |
| New Potomac Partners, LLC | 0 | $0 | 0.00% | −825−100.0% | Sold out |
| Hourglass Capital, LLC | 0 | $0 | 0.00% | −813−100.0% | Sold out |
| Welch Group, LLC | 0 | $0 | 0.00% | −814−100.0% | Sold out |
| Salvus Wealth Management, LLC | 0 | $0 | 0.00% | −815−100.0% | Sold out |
| Cohen Capital Management, Inc. | 0 | $0 | 0.00% | −810−100.0% | Sold out |
| Full Sail Capital, LLC | 0 | $0 | 0.00% | −802−100.0% | Sold out |
| Ipswich Investment Management Co., Inc. | 0 | $0 | 0.00% | −798−100.0% | Sold out |
| Klingman & Associates, LLC | 0 | $0 | 0.00% | −801−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −797−100.0% | Sold out |
| Frisch Financial Group, Inc. | 0 | $0 | 0.00% | −783−100.0% | Sold out |
| Concentrum Wealth Management | 0 | $0 | 0.00% | −780−100.0% | Sold out |
| Mark Stevens | 0 | $0 | 0.00% | −776−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −723−100.0% | Sold out |
| Better Money Decisions, LLC | 0 | $0 | 0.00% | −599−100.0% | Sold out |
| Capital Directions Investment Advisors, LLC | 0 | $0 | 0.00% | −469−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −467−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −418−100.0% | Sold out |
| Ade, LLC | 0 | $0 | 0.00% | −381−100.0% | Sold out |
| Regency Capital Management Inc. | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| US Asset Management LLC | 0 | $0 | 0.00% | −330−100.0% | Sold out |
| Sterling Financial Planning, Inc. | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Evolution Wealth Advisors, LLC | 0 | $0 | 0.00% | −198−100.0% | Sold out |
| Disciplina Capital Management LLC | 0 | $0 | 0.00% | −188−100.0% | Sold out |
| Atlas Private Wealth Advisors | 0 | $0 | 0.00% | −173−100.0% | Sold out |
| Avondale Wealth Management | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Walled Lake Planning & Wealth Management, LLC | 0 | $0 | 0.00% | −138−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −129−100.0% | Sold out |
| Acima Private Wealth, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Cypress Point Wealth Management, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Guidance Point Advisors, LLC | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| First Command Advisory Services, Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Johnson Midwest Financial, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Lake Point Wealth Management | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Red Tortoise LLC | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| Bellevue Asset Management, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Marshall Wace North America L.P. | – | – | – | – | Not filed |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| Marshall Wace Asia Ltd | – | – | – | – | Not filed |
| Psagot Investment House Ltd. | – | – | – | – | Not filed |
| Columbus Point LLP | – | – | – | – | Not filed |
| Security National Trust Co | – | – | – | – | Not filed |
| Landsberg, Bennett, & Dubbaneh LLC | – | – | – | – | Not filed |
| HighPoint Advisor Group LLC | – | – | – | – | Not filed |