| Sunflower Bank, N.A. | 0 | $0 | 0.00% | −5,844−100.0% | Sold out |
| Henshaw Capital LLC | 0 | $0 | 0.00% | −5,821−100.0% | Sold out |
| Heartwood Wealth Advisors LLC | 0 | $0 | 0.00% | −5,662−100.0% | Sold out |
| HighTower Trust Services, LTA | 0 | $0 | 0.00% | −5,557−100.0% | Sold out |
| West Family Investments, Inc. | 0 | $0 | 0.00% | −5,495−100.0% | Sold out |
| Segment Wealth Management, LLC | 0 | $0 | 0.00% | −5,366−100.0% | Sold out |
| Freestone Capital Holdings, LLC | 0 | $0 | 0.00% | −5,305−100.0% | Sold out |
| First Interstate Bank | 0 | $0 | 0.00% | −5,223−100.0% | Sold out |
| Kingsbury Capital Investment Advisors LLC | 0 | $0 | 0.00% | −5,159−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −5,292−100.0% | Sold out |
| MBL Wealth, LLC | 0 | $0 | 0.00% | −4,964−100.0% | Sold out |
| Hamilton Point Investment Advisors, LLC | 0 | $0 | 0.00% | −4,915−100.0% | Sold out |
| Holistic Financial Partners | 0 | $0 | 0.00% | −4,826−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −4,763−100.0% | Sold out |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | $0 | 0.00% | −4,548−100.0% | Sold out |
| Warren Averett Asset Management, LLC | 0 | $0 | 0.00% | −4,413−100.0% | Sold out |
| CFO4Life Group, LLC | 0 | $0 | 0.00% | −4,416−100.0% | Sold out |
| Childress Capital Advisors, LLC | 0 | $0 | 0.00% | −4,348−100.0% | Sold out |
| Commons Capital, LLC | 0 | $0 | 0.00% | −4,320−100.0% | Sold out |
| Teamwork Financial Advisors, LLC | 0 | $0 | 0.00% | −4,263−100.0% | Sold out |
| Capital Planning Advisors, LLC | 0 | $0 | 0.00% | −4,269−100.0% | Sold out |
| Parametrica Management Ltd | 0 | $0 | 0.00% | −4,217−100.0% | Sold out |
| NovaPoint Capital, LLC | 0 | $0 | 0.00% | −4,169−100.0% | Sold out |
| Resurgent Financial Advisors LLC | 0 | $0 | 0.00% | −4,126−100.0% | Sold out |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −4,113−100.0% | Sold out |
| Principle Wealth Partners LLC | 0 | $0 | 0.00% | −4,094−100.0% | Sold out |
| Townsend Asset Management Corp | 0 | $0 | 0.00% | −4,055−100.0% | Sold out |
| Liberty Capital Management, Inc. | 0 | $0 | 0.00% | −4,036−100.0% | Sold out |
| Marble Harbor Investment Counsel, LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Circle Wealth Management, LLC | 0 | $0 | 0.00% | −4,003−100.0% | Sold out |
| SBK Financial, Inc. | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Smith & Howard Wealth Management, LLC | 0 | $0 | 0.00% | −3,973−100.0% | Sold out |
| D'Orazio & Associates, Inc. | 0 | $0 | 0.00% | −3,977−100.0% | Sold out |
| Cottonwood Capital Advisors, LLC | 0 | $0 | 0.00% | −3,956−100.0% | Sold out |
| Bradley Foster & Sargent Inc | 0 | $0 | 0.00% | −3,917−100.0% | Sold out |
| McDonald Partners LLC | 0 | $0 | 0.00% | −3,894−100.0% | Sold out |
| SFMG, LLC | 0 | $0 | 0.00% | −3,892−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −3,883−100.0% | Sold out |
| Moneywise, Inc. | 0 | $0 | 0.00% | −3,887−100.0% | Sold out |
| Chartist Inc | 0 | $0 | 0.00% | −3,873−100.0% | Sold out |
| Burt Wealth Advisors | 0 | $0 | 0.00% | −3,871−100.0% | Sold out |
| First United Bank Trust | 0 | $0 | 0.00% | −3,787−100.0% | Sold out |
| Court Place Advisors, LLC | 0 | $0 | 0.00% | −3,791−100.0% | Sold out |
| Geller Advisors LLC | 0 | $0 | 0.00% | −3,771−100.0% | Sold out |
| Detalus Advisors, LLC | 0 | $0 | 0.00% | −3,732−100.0% | Sold out |
| Warner Financial, Inc | 0 | $0 | 0.00% | −3,675−100.0% | Sold out |
| Cahaba Wealth Management, Inc. | 0 | $0 | 0.00% | −4,380−100.0% | Sold out |
| Wedgewood Investors Inc | 0 | $0 | 0.00% | −3,711−100.0% | Sold out |
| DSC Advisors, L.P. | 0 | $0 | 0.00% | −3,664−100.0% | Sold out |
| Avantax Planning Partners, Inc. | 0 | $0 | 0.00% | −3,649−100.0% | Sold out |
| MEMBERS Trust Co | 0 | $0 | 0.00% | −3,658−100.0% | Sold out |
| Silverlake Wealth Management LLC | 0 | $0 | 0.00% | −3,647−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −3,607−100.0% | Sold out |
| Tranquility Partners, LLC | 0 | $0 | 0.00% | −3,624−100.0% | Sold out |
| Glassy Mountain Advisors, Inc. | 0 | $0 | 0.00% | −3,586−100.0% | Sold out |
| Rockland Trust Co | 0 | $0 | 0.00% | −3,535−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −1,346−100.0% | Sold out |
| Fortitude Advisory Group L.L.C. | 0 | $0 | 0.00% | −1,304−100.0% | Sold out |
| Future Financial Wealth Managment LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Carroll Investors, Inc | 0 | $0 | 0.00% | −790−100.0% | Sold out |
| Tarbox Family Office, Inc. | 0 | $0 | 0.00% | −374−100.0% | Sold out |
| Brown, Lisle/Cummings, Inc. | 0 | $0 | 0.00% | −345−100.0% | Sold out |
| Cranbrook Wealth Management, LLC | 0 | $0 | 0.00% | −295−100.0% | Sold out |
| Delos Wealth Advisors, LLC | 0 | $0 | 0.00% | −248−100.0% | Sold out |
| Albion Financial Group | 0 | $0 | 0.00% | −157−100.0% | Sold out |
| West Financial Advisors, LLC | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| Cordant, Inc. | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| JNBA Financial Advisors | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Mark Sheptoff Financial Planning, LLC | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| J.Safra Asset Management Corp | 0 | $0 | 0.00% | −129−100.0% | Sold out |
| McClarren Financial Advisors, Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| WestEnd Advisors, LLC | 0 | $0 | 0.00% | – | Sold out |
| Burleson & Company, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| NN Investment Partners Holdings N.V. | – | – | – | – | Not filed |
| Cantor Fitzgerald Investment Adviser L.P. | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |
| Palladium Partners LLC | – | – | – | – | Not filed |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| Teachers Retirement System of the State of Kentucky | – | – | – | – | Not filed |
| People's United Financial, Inc. | – | – | – | – | Not filed |
| Azimuth Capital Management LLC | – | – | – | – | Not filed |
| Dixon Hughes Goodman Wealth Advisors LLC | – | – | – | – | Not filed |
| IndexIQ Advisors LLC | – | – | – | – | Not filed |
| WealthPLAN Partners, LLC | – | – | – | – | Not filed |
| WealthPlan Investment Management, LLC | – | – | – | – | Not filed |
| Adams Chetwood Wealth Management LLC | – | – | – | – | Not filed |
| American National Registered Investment Advisor, Inc. | – | – | – | – | Not filed |
| American National Insurance Co | – | – | – | – | Not filed |
| Astrantus Ltd | – | – | – | – | Not filed |
| Meristem Family Wealth, LLC | – | – | – | – | Not filed |
| Ferris Capital, LLC | – | – | – | – | Not filed |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | – | – | – | – | Not filed |
| Breiter Capital Management Inc | – | – | – | – | Not filed |
| Holloway Wealth Management, LLC | – | – | – | – | Not filed |
| Smith Group Asset Management, LLC | – | – | – | – | Not filed |
| Lenox Wealth Advisors, LLC | – | – | – | – | Not filed |
| SJS Investment Consulting Inc. | – | – | – | – | Not filed |
| Swaine & Leidel Wealth Services, LLC | – | – | – | – | Not filed |
