| Trevian Wealth Management LLC |
Weston, MA |
4/21/2026 |
| Triad Wealth Partners, LLC |
Lawrence, KS |
4/16/2026 |
| Triangle Securities Wealth Management |
Raleigh, NC |
4/20/2026 |
| Tribridge Partners Financial LLC |
Columbia, MD |
4/15/2026 |
| Trilogy Capital Inc. |
Irvine, CA |
4/22/2026 |
| Trinity Financial Advisors LLC |
Columbus, OH |
4/7/2026 |
| Trinity Legacy Partners, LLC |
Houston, TX |
4/16/2026 |
| Trinity Wealth Management, LLC |
Berwyn, PA |
4/17/2026 |
| TRITONPOINT WEALTH, LLC |
Chevy Chase, MD |
4/21/2026 |
| Trium Capital LLP |
London, X0 |
4/16/2026 |
| Trivium Point Advisory, LLC |
Wilton, CT |
4/21/2026 |
| Trueblood Wealth Management, LLC |
Lima, OH |
4/21/2026 |
| TRUEFG, LLC |
Cedar Park, TX |
4/22/2026 |
| TrueMark Investments, LLC |
Chicago, IL |
4/20/2026 |
| True Vision MN LLC |
Woodbury, MN |
4/16/2026 |
| TrueWealth Advisors, LLC |
Birmingham, AL |
4/9/2026 |
| True Wealth Design, LLC |
Akron, OH |
4/13/2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC |
Portland, OR |
4/22/2026 |
| tru Independence LLC |
Portland, OR |
4/22/2026 |
| TruNorth Capital Management, LLC |
Kalamazoo, MI |
4/23/2026 |
| Trust Asset Management LLC |
Houston, TX |
4/20/2026 |
| Trust Co |
Manhattan, KS |
4/13/2026 |
| TRUST CO OF OKLAHOMA |
Tulsa, OK |
4/20/2026 |
| Trust Co of Tennessee |
Knoxville, TN |
4/9/2026 |
| Trust Co of the South |
Greensboro, NC |
4/6/2026 |
| TRUST CO OF TOLEDO NA /OH/ |
Holland, OH |
4/15/2026 |
| Trust Point Inc. |
La Crosse, WI |
4/15/2026 |
| TruWealth Advisors, LLC |
Metairie, LA |
4/9/2026 |
| TTP Investments, Inc. |
San Jose, CA |
4/16/2026 |
| Tumwater Wealth Management, LLC |
Boise, ID |
4/21/2026 |
| Turner Capital Investments, LLC |
Austin, TX |
4/9/2026 |
| TVL Management Corp |
Menlo Park, CA |
4/22/2026 |
| Twele Capital Management, Inc. |
Minnetonka, MN |
4/7/2026 |
| Twelve Points Wealth Management LLC |
Concord, MA |
4/14/2026 |
| Twin Cities Retirement Group LLC |
Plymouth, MN |
4/14/2026 |
| Two Point Capital Management, Inc. |
Pittsford, NY |
4/22/2026 |
| UDINE WEALTH MANAGEMENT, INC. |
Boca Raton, FL |
4/14/2026 |
| UG Investment Advisers Ltd. |
Singapore, U0 |
4/23/2026 |
| UHLMANN PRICE SECURITIES, LLC |
Skokie, IL |
4/16/2026 |
| Ullmann Wealth Partners Group, LLC |
Jacksonville Beach, FL |
4/13/2026 |
| Uncommon Cents Investing LLC |
Janesville, WI |
4/15/2026 |
| Unify Financial Advisors |
Clearwater, FL |
4/23/2026 |
| Union Bancaire Privee, UBP SA |
Geneva 1, V8 |
4/22/2026 |
| UNION SAVINGS BANK |
Litchfield, CT |
4/17/2026 |
| UNIQUE WEALTH, LLC |
Tampa, FL |
4/21/2026 |
| United Advisor Group, LLC |
Cincinnati, OH |
4/17/2026 |
| Uniting Wealth Partners, LLC |
Denver, CO |
4/22/2026 |
| Up Capital Management, Inc. |
Roseville, CA |
4/21/2026 |
| Upper Left Wealth Management, LLC |
Tampa, FL |
4/16/2026 |
| Uptown Financial Advisors LLC |
Dallas, TX |
4/13/2026 |
| Urban Wealth Management, LLC |
El Segundo, CA |
4/21/2026 |
| USA FINANCIAL FORMULAS |
Ada, MI |
4/14/2026 |
| U.S. Capital Wealth Advisors, LLC |
Austin, TX |
4/7/2026 |
| VALICENTI ADVISORY SERVICES INC |
Elmira, NY |
4/14/2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV |
Audubon, PA |
4/21/2026 |
| VALLEY NATIONAL ADVISERS INC |
Bethlehem, PA |
4/15/2026 |
| Value Investment Professionals, LLC |
New York, NY |
4/14/2026 |
| Value Partners Investments Inc. |
Winnipeg, A2 |
4/21/2026 |
| Values Added Financial LLC |
Washington, DC |
4/20/2026 |
| Values First Advisors, Inc. |
Johnson City, TN |
4/17/2026 |
| Vanderbilt University |
Nashville, TN |
4/20/2026 |
| Vanguard Capital Wealth Advisors |
Denver, CO |
4/21/2026 |
| Vannoy Advisory Group, Inc. |
Austin, TX |
4/22/2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. |
Houston, TX |
4/16/2026 |
| VCI Wealth Management LLC |
St Louis, MO |
4/21/2026 |
| Veery Capital, LLC |
Wilmington, DE |
4/9/2026 |
| Venturi Wealth Management, LLC |
Austin, TX |
4/21/2026 |
| Veracity Capital LLC |
Atlanta, GA |
4/9/2026 |
| Verde Capital Management |
Clarkston, MI |
4/17/2026 |
| Verde Servicos Internacionais S.A. |
Sao Paulo, D5 |
4/17/2026 |
| Verisail Partners, LLC |
Chamblee, GA |
4/21/2026 |
| Verity Asset Management, Inc. |
Durham, NC |
4/21/2026 |
| Verity & Verity, LLC |
Beaufort, SC |
4/15/2026 |
| VERITY Wealth Advisors |
Sausalito, X1 |
4/9/2026 |
| Vermillion Wealth Management, Inc. |
Rosemount, MN |
4/17/2026 |
| Versant Capital Management, Inc |
Phoenix, AZ |
4/7/2026 |
| Vert Asset Management LLC |
Sausalito, CA |
4/16/2026 |
| Verum Partners LLC |
Charlotte, NC |
4/15/2026 |
| Verus Financial Partners, Inc. |
Richmond, VA |
4/21/2026 |
| Vested Financial Planning, LLC |
San Carlos, CA |
4/16/2026 |
| VESTIA PERSONAL WEALTH ADVISORS |
Fort Wayne, IN |
4/14/2026 |
| Victrix Investment Advisors |
Stuart, FL |
4/9/2026 |
| VICUS CAPITAL |
State College, PA |
4/22/2026 |
| Viewpoint Capital Management LLC |
Seattle, WA |
4/17/2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP |
Calgary, A0 |
4/23/2026 |
| Vigilare Wealth Management |
Scottsdale, AZ |
4/1/2026 |
| Vigil Wealth Management, LLC |
Ponte Vedra Beach, FL |
4/21/2026 |
| VIKING FUND MANAGEMENT LLC |
Minot, ND |
4/10/2026 |
| Vinland Capital Management Gestora de Recursos LTDA. |
Sao Paulo, D5 |
4/22/2026 |
| Violich Capital Management, Inc. |
Mill Valley, CA |
4/8/2026 |
| Vise Technologies, Inc. |
New York, NY |
4/21/2026 |
| VISIONARY HORIZONS, LLC |
Knoxville, TN |
4/17/2026 |
| VISTA INVESTMENT PARTNERS II, LLC |
Richmond, IN |
4/23/2026 |
| VISTA INVESTMENT PARTNERS LLC |
Oklahoma City, OK |
4/9/2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. |
Grand Rapids, MI |
4/13/2026 |
| VVR Holdings LLC |
Bellingham, WA |
4/16/2026 |
| Waldron Private Wealth LLC |
Bridgeville, PA |
4/10/2026 |
| Wallace Advisory Group, LLC |
Lafayette, CA |
4/21/2026 |
| Wall Capital Group, Inc. |
Phoenix, AZ |
4/20/2026 |
| WALLER FINANCIAL PLANNING GROUP, INC |
Columbus, OH |
4/3/2026 |
| Walleye Partners, LLC |
Madison, WI |
4/23/2026 |
| Wallington Asset Management, LLC |
Indianapolis, IN |
4/22/2026 |
| WALNUT PRIVATE EQUITY PARTNERS, LLC |
Omaha, NE |
4/9/2026 |
| WARNER FINANCIAL, INC |
Bethesda, MD |
4/8/2026 |
| Warren Street Wealth Advisors, LLC |
Irvine, CA |
4/16/2026 |
| WASATCH ADVISORS LP |
Salt Lake City, UT |
4/21/2026 |
| WASHINGTON GROWTH STRATEGIES LLC |
Washington, DC |
4/21/2026 |
| Washington Trust Advisors, Inc. |
Wellesley, MA |
4/6/2026 |
| WASHINGTON TRUST Co |
Westerly, RI |
4/6/2026 |
| Watchman Group, Inc. |
Plano, TX |
4/20/2026 |
| WATERSHED PRIVATE WEALTH LLC |
Oak Brook, IL |
4/17/2026 |
| Waterway Wealth Management, LLC |
The Woodlands, TX |
4/21/2026 |
| Waycross Investment Management Co |
Bellingham, WA |
4/13/2026 |
| waypoint wealth counsel |
Atlanta, GA |
4/23/2026 |
| WAYSTONE ADVISORS LLC |
Redmond, WA |
4/16/2026 |
| Wealth Advisors Northwest LLC |
Portland, OR |
4/9/2026 |
| Wealth Advisory Solutions, LLC |
Zionsville, IN |
4/22/2026 |
| Wealth Alliance Advisory Group, LLC |
Wichita, KS |
4/9/2026 |
| WealthBridge Capital Management, LLC |
Westerville, OH |
4/17/2026 |
| WealthBridge Investment Counsel Inc. |
Calgary, A0 |
4/8/2026 |
| Wealthcare Advisory Partners LLC |
West Chester, PA |
4/14/2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC |
Richmond, VA |
4/15/2026 |
| Wealthcare Capital Partners, LLC |
West Chester, PA |
4/15/2026 |
| WealthCare Investment Partners, LLC |
Portsmouth, RI |
4/9/2026 |
| WEALTH EFFECTS LLC |
Boston, MA |
4/21/2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
Plymouth, MN |
4/8/2026 |
| Wealth Enhancement Trust Services, Inc. |
Sioux Falls, SD |
4/8/2026 |
| Wealth Group Ltd |
Eden Prairie, MN |
4/10/2026 |
| Wealth Group, Ltd. |
Raleigh, NC |
4/14/2026 |
| Wealth Intelligence, LLC |
Columbus, GA |
4/15/2026 |
| Wealth Management Partners, LLC |
Tucson, AZ |
4/17/2026 |
| WealthNavi Inc. |
Shinagawa Ku, Tokyo, M0 |
4/21/2026 |
| WealthPoint Financial, LLC |
Cramerton, NC |
4/23/2026 |
| Wealth Quarterback LLC |
Toms River, NJ |
4/9/2026 |
| Wealth Science Advisors LLC |
Alpharetta, GA |
4/8/2026 |
| WEALTHSPAN PARTNERS, LLC |
Davenport, IA |
4/8/2026 |
| WealthSpring Partners, LLC |
Long Beach, CA |
4/21/2026 |
| WEATHERLY ASSET MANAGEMENT L. P. |
Del Mar, CA |
4/15/2026 |
| Weaver Capital Management LLC |
Suwanee, GA |
4/17/2026 |
| WEBER CAPITAL MANAGEMENT LLC /ADV |
San Francisco, CA |
4/23/2026 |
| WEBSTER BANK, N. A. |
Waterbury, CT |
4/17/2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC |
Florence, SC |
4/15/2026 |
| WEDBUSH SECURITIES INC |
Pasadena, CA |
4/21/2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC |
Charlotte, NC |
4/13/2026 |
| Wedmont Private Capital |
West Chester, PA |
4/9/2026 |
| Weil Company, Inc. |
San Diego, CA |
4/15/2026 |
| Welch Financial Planning, LLC |
Boulder, CO |
4/21/2026 |
| Welch Group, LLC |
Birmingham, AL |
4/21/2026 |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST |
London, X0 |
4/22/2026 |
| Well Done, LLC |
Holland, MI |
4/14/2026 |
| WENDELL DAVID ASSOCIATES INC |
Portsmouth, NH |
4/23/2026 |
| Werlinich Asset Management, LLC |
Stamford, CT |
4/8/2026 |
| Wernau Asset Management Inc. |
Gloucester, MA |
4/22/2026 |
| WESBANCO BANK INC |
Wheeling, WV |
4/21/2026 |
| WESPAC Advisors SoCal, LLC |
Pasadena, CA |
4/15/2026 |
| WEST BANCORPORATION INC |
West Des Moines, IA |
4/23/2026 |
| West Branch Capital LLC |
Amherst, MA |
4/14/2026 |
| WestEnd Advisors, LLC |
Charlotte, NC |
4/22/2026 |
| Westend Capital Management, LLC |
Sausalito, CA |
4/14/2026 |
| Western Financial Corp/CA |
San Diego, CA |
4/23/2026 |
| Western Pacific Wealth Management, LP |
Lake Forest, IL |
4/17/2026 |
| West Financial Advisors, LLC |
Des Moines, IA |
4/8/2026 |
| Westhampton Capital, LLC |
Winston Salem, NC |
4/16/2026 |
| WestHill Financial Advisors, Inc. |
San Rafael, CA |
4/9/2026 |
| Westmount Partners, LLC |
Los Angeles, CA |
4/16/2026 |
| Westwind Capital |
Las Cruces, NM |
4/14/2026 |
| WETZEL INVESTMENT ADVISORS, INC. |
Indianapolis, IN |
4/22/2026 |
| WEYBOSSET RESEARCH & MANAGEMENT LLC |
Providence, RI |
4/16/2026 |
| Whalen Wealth Management Inc. |
Las Vegas, NV |
4/13/2026 |
| Wheelhouse Advisory Group LLC |
St. Louis, MO |
4/23/2026 |
| Whitaker-Myers Wealth Managers, LTD. |
Mansfield, OH |
4/9/2026 |
| Whitcomb & Hess, Inc. |
Ashland, OH |
4/8/2026 |
| WHITENER CAPITAL MANAGEMENT, INC. |
Rocky Mount, NC |
4/16/2026 |
| White Pine Investment CO |
Livonia, MI |
4/20/2026 |
| White Wing Wealth Management |
The Wodlands, TX |
4/13/2026 |
| Wilkins Miller Wealth Management, LLC |
Mobile, AL |
4/22/2026 |
| William B. Walkup & Associates, Inc. |
Columbia, SC |
4/20/2026 |
| William Mack & Associates, Inc. |
Troy, MI |
4/14/2026 |
| Williams & Novak, LLC |
Westlake Village, CA |
4/21/2026 |
| Willis Johnson & Associates, Inc. |
Houston, TX |
4/23/2026 |
| WILLNER & HELLER, LLC |
Encino, CA |
4/17/2026 |
| Willow Financial LLC |
Rogers, AR |
4/21/2026 |
| WINCAP FINANCIAL LLC |
Boston, MA |
4/9/2026 |
| Windsor Capital Management, LLC |
Phoenix, AZ |
4/10/2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC |
Louisville, KY |
4/10/2026 |
| Winter & Associates, Inc. |
St. Paul, MN |
4/8/2026 |
| Winthrop Advisory Group LLC |
Boston, MA |
4/13/2026 |
| Wisconsin Wealth Advisors, LLC |
Sun Prairie, WI |
4/8/2026 |
| Wiser Advisor Group LLC |
Phoenix, AZ |
4/22/2026 |
| Wiser Wealth Management, Inc |
Marietta, GA |
4/13/2026 |
| Wise Wealth Partners |
Phoenix, AZ |
4/21/2026 |
| WJ Interests, LLC |
Sugar Land, TX |
4/21/2026 |
| WLTH Capital Management, LLC |
Chandler, AZ |
4/10/2026 |
| WMG Financial Advisors, LLC |
Knoxville, TN |
4/23/2026 |
| WMS Group LLC |
Folsom, LA |
4/21/2026 |
| Wolff Financial Management LLC |
Kalamazoo, MI |
4/15/2026 |
| WOLFF WIESE MAGANA LLC |
Carslbad, CA |
4/13/2026 |
| Wolfstich Capital, LLC |
Medfield, MA |
4/21/2026 |
| Woodside Wealth Management LLC |
Framingham, MA |
4/13/2026 |
| WOODSTOCK CORP |
Boston, MA |
4/8/2026 |