| Waypoint Wealth Partners Inc. | 0 | $0 | 0.00% | −2,709−100.0% | Sold out |
| Academy Capital Management Inc | 0 | $0 | 0.00% | −2,656−100.0% | Sold out |
| Broadleaf Partners, LLC | 0 | $0 | 0.00% | −2,640−100.0% | Sold out |
| MONECO Advisors, LLC | 0 | $0 | 0.00% | −2,631−100.0% | Sold out |
| Regal Investment Advisors LLC | 0 | $0 | 0.00% | −2,611−100.0% | Sold out |
| Wealth Architects, LLC | 0 | $0 | 0.00% | −2,609−100.0% | Sold out |
| Benin Management CORP | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −2,572−100.0% | Sold out |
| South Shore Capital Advisors | 0 | $0 | 0.00% | −2,570−100.0% | Sold out |
| Warren Averett Asset Management, LLC | 0 | $0 | 0.00% | −2,558−100.0% | Sold out |
| Silver Oak Securities, Inc | 0 | $0 | 0.00% | −2,632−100.0% | Sold out |
| SFMG, LLC | 0 | $0 | 0.00% | −2,534−100.0% | Sold out |
| Cable Hill Partners, LLC | 0 | $0 | 0.00% | −2,534−100.0% | Sold out |
| Old Port Advisors | 0 | $0 | 0.00% | −2,565−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −2,544−100.0% | Sold out |
| Paragon Financial Partners, Inc. | 0 | $0 | 0.00% | −2,527−100.0% | Sold out |
| Cahill Financial Advisors Inc | 0 | $0 | 0.00% | −2,501−100.0% | Sold out |
| Greenline Partners, LLC | 0 | $0 | 0.00% | −2,499−100.0% | Sold out |
| Garrett Wealth Advisory Group, LLC | 0 | $0 | 0.00% | −2,481−100.0% | Sold out |
| Weatherly Asset Management L. P. | 0 | $0 | 0.00% | −2,459−100.0% | Sold out |
| Raab & Moskowitz Asset Management LLC | 0 | $0 | 0.00% | −2,467−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −2,449−100.0% | Sold out |
| Bridgewater Advisors Inc. | 0 | $0 | 0.00% | −2,431−100.0% | Sold out |
| Clear Creek Financial Management, LLC | 0 | $0 | 0.00% | −2,431−100.0% | Sold out |
| Marcum Wealth, LLC | 0 | $0 | 0.00% | −2,434−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −2,415−100.0% | Sold out |
| Budros, Ruhlin & Roe, Inc. | 0 | $0 | 0.00% | −2,402−100.0% | Sold out |
| Delta Investment Management, LLC | 0 | $0 | 0.00% | −2,408−100.0% | Sold out |
| Brookstone Capital Management | 0 | $0 | 0.00% | −2,479−100.0% | Sold out |
| Mission Wealth Management, LP | 0 | $0 | 0.00% | −2,386−100.0% | Sold out |
| Morling Financial Advisors, LLC | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| Procyon Private Wealth Partners, LLC | 0 | $0 | 0.00% | −2,379−100.0% | Sold out |
| Kolinsky Wealth Management, LLC | 0 | $0 | 0.00% | −2,379−100.0% | Sold out |
| Citizens & Northern Corp | 0 | $0 | 0.00% | −2,376−100.0% | Sold out |
| San Luis Wealth Advisors LLC | 0 | $0 | 0.00% | −2,177−100.0% | Sold out |
| Simon Quick Advisors, LLC | 0 | $0 | 0.00% | −1,855−100.0% | Sold out |
| First PREMIER Bank | 0 | $0 | 0.00% | −1,552−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −1,391−100.0% | Sold out |
| Fortitude Advisory Group L.L.C. | 0 | $0 | 0.00% | −1,324−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −1,041−100.0% | Sold out |
| Parkside Investments, LLC | 0 | $0 | 0.00% | −1,021−100.0% | Sold out |
| Icapital Wealth LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Tarbox Family Office, Inc. | 0 | $0 | 0.00% | −760−100.0% | Sold out |
| Bedel Financial Consulting, Inc. | 0 | $0 | 0.00% | −606−100.0% | Sold out |
| Mizuho Securities Co. Ltd. | 0 | $0 | 0.00% | −590−100.0% | Sold out |
| Roble, Belko & Company, Inc | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −341−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −339−100.0% | Sold out |
| Stephenson National Bank & Trust | 0 | $0 | 0.00% | −296−100.0% | Sold out |
| Goodwin Investment Advisory | 0 | $0 | 0.00% | −268−100.0% | Sold out |
| Alaethes Wealth LLC | 0 | $0 | 0.00% | −205−100.0% | Sold out |
| PFG Private Wealth Management, LLC | 0 | $0 | 0.00% | −170−100.0% | Sold out |
| Robbins Farley LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Lumature Wealth Partners, LLC | 0 | $0 | 0.00% | −142−100.0% | Sold out |
| Accel Wealth Management | 0 | $0 | 0.00% | −128−100.0% | Sold out |
| Cordant, Inc. | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Atwood & Palmer Inc | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Paladin Advisory Group, LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Lansing Street Advisors | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| High Net Worth Advisory Group LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| WestEnd Advisors, LLC | 0 | $0 | 0.00% | – | Sold out |
| J.Safra Asset Management Corp | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| DeDora Capital, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| CFS Investment Advisory Services, LLC | 0 | $0 | 0.00% | −25,715−100.0% | Sold out |
| Landmark Wealth Management, LLC | 0 | $0 | 0.00% | −1,561−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Teachers Retirement System of the State of Kentucky | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |
| NN Investment Partners Holdings N.V. | – | – | – | – | Not filed |
| Palladium Partners LLC | – | – | – | – | Not filed |
| Majedie Asset Management Ltd | – | – | – | – | Not filed |
| IndexIQ Advisors LLC | – | – | – | – | Not filed |
| American National Insurance Co | – | – | – | – | Not filed |
| High Pointe Capital Management LLC | – | – | – | – | Not filed |
| American National Registered Investment Advisor, Inc. | – | – | – | – | Not filed |
| Doheny Asset Management | – | – | – | – | Not filed |
| Barrett Asset Management, LLC | – | – | – | – | Not filed |
| Astrantus Ltd | – | – | – | – | Not filed |
| Azimuth Capital Management LLC | – | – | – | – | Not filed |
| Meristem Family Wealth, LLC | – | – | – | – | Not filed |
| People's United Financial, Inc. | – | – | – | – | Not filed |
| Verity Asset Management, Inc. | – | – | – | – | Not filed |
| Kings Point Capital Management | – | – | – | – | Not filed |
| Lenox Wealth Advisors, LLC | – | – | – | – | Not filed |
| Smith Group Asset Management, LLC | – | – | – | – | Not filed |
| Dixon Hughes Goodman Wealth Advisors LLC | – | – | – | – | Not filed |
| SJS Investment Consulting Inc. | – | – | – | – | Not filed |
