| Balance Wealth, LLC |
Delaware, OH |
4/20/2026 |
| Balboa Wealth Partners |
Scottsdale, AZ |
4/16/2026 |
| BALDWIN WEALTH PARTNERS LLC/MA |
Marion, MA |
4/14/2026 |
| Ballast Rock Private Wealth LLC |
Charleston, SC |
4/16/2026 |
| Ballentine Capital Advisors, Inc |
Greenville, SC |
4/17/2026 |
| Ballew Advisors, Inc |
Jackson, MS |
4/10/2026 |
| BAM Wealth Management, LLC |
Lakewood, CO |
4/17/2026 |
| BancFirst Trust & Investment Management |
Oklahoma City, OK |
4/1/2026 |
| Bangor Savings Bank |
Bangor, ME |
4/1/2026 |
| Bank of Finland |
Helsinki, H9 |
4/14/2026 |
| Bank of Italy |
Rome, L6 |
4/23/2026 |
| Bank of New Hampshire |
Laconia, NH |
4/13/2026 |
| Bank Pictet & Cie (Europe) AG |
Frankfurt Am Main, 2M |
4/14/2026 |
| BankPlus Wealth Management LLC |
Jackson, MS |
4/22/2026 |
| Bank & Trust Co |
Litchfield, IL |
4/13/2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC |
Lewisville, TX |
4/13/2026 |
| Banque Cantonale Vaudoise |
Lausanne, V8 |
4/20/2026 |
| Banque de Luxembourg S.A. |
Luxembourg, N4 |
4/14/2026 |
| BANQUE PICTET & CIE SA |
Geneva 73, V8 |
4/14/2026 |
| Barden Capital Management, Inc. |
Austin, TX |
4/7/2026 |
| BAR HARBOR WEALTH MANAGEMENT |
Concord, NH |
4/17/2026 |
| Baring Financial LLC |
Bellingham, WA |
4/7/2026 |
| BARLOW WEALTH PARTNERS, LLC |
Louisville, KY |
4/21/2026 |
| Barnes Dennig Private Wealth Management LLC |
Cincinnati, OH |
4/22/2026 |
| Baron Financial Group, LLC |
Fair Lawn, NJ |
4/9/2026 |
| Baron Wealth Management LLC |
Troy, MI |
4/16/2026 |
| Barry Investment Advisors, LLC |
New Bedford, MA |
4/23/2026 |
| Barton Investment Management |
West Conshohocken, PA |
4/20/2026 |
| Baskin Financial Services Inc. |
Toronto, A6 |
4/13/2026 |
| BASS SID R |
Fort Worth, TX |
4/10/2026 |
| Bath Savings Trust Co |
Bath, ME |
4/7/2026 |
| Baugh & Associates, LLC |
Atlanta, GA |
4/16/2026 |
| BayBridge Capital Group, LLC |
Livermore, CA |
4/14/2026 |
| Bay Capital Advisors, LLC |
Virginia Beach, VA |
4/22/2026 |
| Bayforest Capital Ltd |
London, X0 |
4/15/2026 |
| Bay Harbor Wealth Management, LLC |
Hunt Valley, MD |
4/14/2026 |
| Bay Rivers Group |
Williamsburg, VA |
4/13/2026 |
| Bayshore Capital Advisors, LLC |
Tampa, FL |
4/14/2026 |
| BCO Wealth Management LLC |
Carlsbad, NM |
4/16/2026 |
| BCS Private Wealth Management, Inc. |
Rumson, NJ |
4/21/2026 |
| BCS Wealth Management |
Johnson City, TN |
4/17/2026 |
| BCU Wealth Advisors, LLC |
Vernon Hills, IL |
4/21/2026 |
| BDF-GESTION |
Paris, I0 |
4/10/2026 |
| BDFS Capital LLC |
Rehoboth Beach, DE |
4/16/2026 |
| Beach Point Capital Management LP |
Santa Monica, CA |
4/20/2026 |
| BEACON FINANCIAL GROUP |
Dallas, TX |
4/1/2026 |
| BEACON FINANCIAL PLANNING, INC |
Hyannis, MA |
4/22/2026 |
| Beacon Financial Strategies CORP |
Raleigh, NC |
4/8/2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. |
Morristown, NJ |
4/14/2026 |
| Beacon Wealthcare LLC |
Raleigh, NC |
4/1/2026 |
| Beaumont Asset Management, L.L.C. |
Beaumont, TX |
4/21/2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. |
Canton, OH |
4/16/2026 |
| Bell Bank |
Fargo, ND |
4/23/2026 |
| Belleair Asset Management, LLC |
Belleair Bluffs, FL |
4/15/2026 |
| Bellecapital International Ltd. |
Zurich, V8 |
4/17/2026 |
| Bell Investment Advisors, Inc |
Orinda, CA |
4/17/2026 |
| Benchmark Financial, LLC |
Wilmington, DE |
4/22/2026 |
| BENDER ROBERT & ASSOCIATES |
Pasadena, CA |
4/23/2026 |
| BENEDICT FINANCIAL ADVISORS INC |
Atlanta, GA |
4/20/2026 |
| Benefit Street Partners LLC |
New York, NY |
4/20/2026 |
| Benin Management CORP |
Wilton, CT |
4/10/2026 |
| BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT |
Texarkana, TX |
4/1/2026 |
| BENNETT SELBY INVESTMENTS LP |
Falmouth, ME |
4/21/2026 |
| Benson Investment Management Company, Inc. |
Roanoke, VA |
4/13/2026 |
| Berkshire Money Management, Inc. |
Dalton, MA |
4/21/2026 |
| Berman McAleer LLC |
Timonium, MD |
4/17/2026 |
| Bernardo Wealth Planning LLC |
Harleysville, PA |
4/15/2026 |
| Berry Wealth Group, LP |
Granbury, TX |
4/22/2026 |
| BFI Infinity Ltd. |
Zurich, V8 |
4/13/2026 |
| BI Asset Management Fondsmaeglerselskab A/S |
Kobenhavn, G7 |
4/16/2026 |
| Bigelow Investment Advisors, LLC |
Portland, ME |
4/23/2026 |
| BigSur Wealth Management LLC |
Miami, FL |
4/22/2026 |
| Bill Few Associates, Inc. |
Sewickley, PA |
4/8/2026 |
| Biltmore Wealth Management, LLC |
Tempe, AZ |
4/22/2026 |
| BIRCHBROOK, INC. |
Bangor, ME |
4/8/2026 |
| Birch Capital Management, LLC |
Dallas, TX |
4/15/2026 |
| BIRCH FINANCIAL GROUP, LLC |
Keene, NH |
4/17/2026 |
| BKM Wealth Management, LLC |
Brookfield, WI |
4/22/2026 |
| Blackston Financial Advisory Group, LLC |
The Villages, FL |
4/23/2026 |
| Blankinship & Foster, LLC |
Solana Beach, CA |
4/17/2026 |
| bLong Financial, LLC |
Memphis, TN |
4/21/2026 |
| BLUE JEAN FINANCIAL LLC |
Albany, NY |
4/21/2026 |
| BLUELINE ADVISORS LLC |
Exeter, NH |
4/7/2026 |
| BluePrint Investing LLC |
San Francisco, CA |
4/23/2026 |
| BlueSky Wealth Advisors, LLC |
New Bern, NC |
4/16/2026 |
| Bluesphere Advisors LLC |
East Norriton, PA |
4/22/2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC |
New York, NY |
4/15/2026 |
| Blue Trust, Inc. |
Brentwood, TN |
4/20/2026 |
| Blue Zone Wealth Advisors, LLC |
Los Angeles, CA |
4/16/2026 |
| BNC WEALTH MANAGEMENT, LLC |
Beaverton, OR |
4/13/2026 |
| Boit C F David |
Boston, MA |
4/9/2026 |
| Boltwood Capital Management |
Walnut Creek, CA |
4/8/2026 |
| Bond & Devick Financial Network, Inc. |
St. Louis Park, MN |
4/8/2026 |
| BONNESS ENTERPRISES INC |
Washington, DC |
4/15/2026 |
| Boomfish Wealth Group, LLC |
Alpharetta, GA |
4/22/2026 |
| Border to Coast Pensions Partnership Ltd |
Leeds, X0 |
4/22/2026 |
| BOS Asset Management, LLC |
Springfield, IL |
4/8/2026 |
| BostonPremier Wealth LLC |
Hanover, MA |
4/10/2026 |
| BOSTON RESEARCH & MANAGEMENT INC |
Manchester, MA |
4/10/2026 |
| Boston Standard Wealth Management, LLC |
Winchester, MA |
4/20/2026 |
| Bouchey Financial Group Ltd |
Troy, NY |
4/13/2026 |
| BOURGEON CAPITAL MANAGEMENT LLC |
Darien, CT |
4/13/2026 |
| BOURNE LENT ASSET MANAGEMENT INC |
Pawling, NY |
4/17/2026 |
| Bouvel Investment Partners, LLC |
Phoenixville, PA |
4/10/2026 |
| Box Hill Private Wealth LLC |
Scottsdale, AZ |
4/3/2026 |
| Boyce & Associates Wealth Consulting, Inc. |
Cedar Park, TX |
4/13/2026 |
| Boyd Wealth Management, LLC |
Sacramento, CA |
4/20/2026 |
| Boyer Financial Services, Inc. |
Newport Beach, CA |
4/10/2026 |
| BRADY FAMILY WEALTH, LLC |
Saint Louis, MO |
4/8/2026 |
| Brady Martz Wealth Solutions, LLC |
Grand Forks, ND |
4/15/2026 |
| Braeburn Wealth Management LLC |
Muskegon, MI |
4/17/2026 |
| Brandywine Asset Management, Inc. |
Thornton, PA |
4/22/2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC |
Kennett Square, PA |
4/20/2026 |
| Braun-Bostich & Associates Inc. |
Canonsburg, PA |
4/15/2026 |
| BRAUN STACEY ASSOCIATES INC |
New York, NY |
4/22/2026 |
| BRAVE ASSET MANAGEMENT INC |
Summit, NJ |
4/17/2026 |
| Bravera Wealth |
Bismarck, ND |
4/22/2026 |
| Breachway Investments LLC |
Charlestown, RI |
4/13/2026 |
| BREAKTHRU ADVISORY SERVICES, LLC |
Muskego, WI |
4/16/2026 |
| Breakwater Capital Group |
Paramus, NJ |
4/20/2026 |
| Brendel Financial Advisors LLC |
Hanover, NH |
4/15/2026 |
| BRIAN LOW FINANCIAL GROUP, LLC |
Baton Rouge, LA |
4/20/2026 |
| Briaud Financial Planning Inc |
College Station, TX |
4/10/2026 |
| Bricktown Capital, LLC |
Detroit, MI |
4/16/2026 |
| BridgePort Financial Solutions, LLC |
Fairfield, IA |
4/16/2026 |
| Bright Futures Wealth Management, LLC. |
Webster, Ny 14580, NY |
4/15/2026 |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC |
Hanover, MA |
4/16/2026 |
| Broad Peak Investment Advisers Pte Ltd |
Singapore, U0 |
4/23/2026 |
| Broadway Wealth Solutions, Inc. |
San Antonio, TX |
4/22/2026 |
| Brookstone Capital Management |
Wheaton, IL |
4/16/2026 |
| BROWN, LISLE/CUMMINGS, INC. |
Providence, RI |
4/20/2026 |
| Brown Miller Wealth Management, LLC |
Mclean, VA |
4/23/2026 |
| BROWN WEALTH MANAGEMENT, LLC |
Naperville, IL |
4/9/2026 |
| Brucke Financial, Inc. |
Indianapolis, IN |
4/10/2026 |
| BSW Wealth Partners |
Boulder, CO |
4/14/2026 |
| BTC Capital Management, Inc. |
Des Moines, IA |
4/20/2026 |
| BUFFALO BUSINESS & ESTATE SERVICES LTD |
Orchard Park, NY |
4/17/2026 |
| BUILDER INVESTMENT GROUP INC /ADV |
Atlanta, GA |
4/14/2026 |
| Bulwark Capital Corp |
Fernandina Beach, FL |
4/7/2026 |
| BURKETT FINANCIAL SERVICES, LLC |
Rock Hill, SC |
4/1/2026 |
| BURNS J W & CO INC/NY |
Dewitt, NY |
4/17/2026 |
| BURR FINANCIAL SERVICES, LLC |
Pleasant Hill, CA |
4/13/2026 |
| BURRUS FINANCIAL SERVICES, INC. |
Salt Lake City, UT |
4/23/2026 |
| Buska Wealth Management, LLC |
Wausau, WI |
4/13/2026 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC |
Ponte Vedra Beach, FL |
4/9/2026 |
| Buttonwood Financial Advisors Inc. |
Baltimore, MD |
4/21/2026 |
| Buttonwood Financial Group, LLC |
Kansas City, MO |
4/15/2026 |
| BWM Planning, LLC |
The Woodlands, TX |
4/22/2026 |
| BXM Wealth LLC |
Englewood, CO |
4/23/2026 |
| Byrne Asset Management LLC |
Kingston, NJ |
4/2/2026 |
| C2C Wealth Management, LLC |
Scottsdale, AZ |
4/20/2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
Westlake, OH |
4/9/2026 |
| Cache Advisors, LLC |
San Francisco, CA |
4/17/2026 |
| CACTI ASSET MANAGEMENT LLC |
Atlanta, GA |
4/15/2026 |
| Cadent Capital Advisors, LLC |
Tulsa, OK |
4/8/2026 |
| Calder Financial LLC |
Downingtown, PA |
4/7/2026 |
| Caldwell Trust Co |
Venice, FL |
4/22/2026 |
| CALEDONIA INVESTMENTS PLC |
London England, X0 |
4/22/2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS |
Overland Park, KS |
4/23/2026 |
| CAMBIENT FAMILY OFFICE, LLC |
Ada, MI |
4/21/2026 |
| Cambridge Advisors Inc. |
Omaha, NE |
4/16/2026 |
| Cambridge Financial Group, LLC |
Tucson, AZ |
4/8/2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. |
San Francisco, CA |
4/9/2026 |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC |
Milwaukee, WI |
4/16/2026 |
| CANANDAIGUA NATIONAL CORP |
Canandaigua, NY |
4/8/2026 |
| Canandaigua National Trust Co of Florida |
Canandaigua, NY |
4/8/2026 |
| Cannae Holdings, Inc. |
Las Vegas, NV |
4/15/2026 |
| Cannon Global Investment Management, LLC |
Davie, FL |
4/21/2026 |
| Canoe Financial LP |
Calgary, A0 |
4/22/2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. |
New York, NY |
4/23/2026 |
| Capelight Capital Asset Management LP |
New York, NY |
4/21/2026 |
| Capital Advantage, Inc. |
Walnut Creek, CA |
4/13/2026 |
| Capital Advisors, Ltd. LLC |
Shaker Heights, OH |
4/16/2026 |
| Capital Advisors Wealth Management, LLC |
Yakima, WA |
4/8/2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC |
Phoenix, AZ |
4/15/2026 |
| Capital Asset Managemnet, LLC |
Denver, CO |
4/14/2026 |
| CAPITAL INSIGHT PARTNERS, LLC |
Scottsdale, AZ |
4/15/2026 |
| Capital Investment Advisors, LLC |
Atlanta, GA |
4/17/2026 |
| Capital Investment Counsel, Inc |
Raleigh, NC |
4/21/2026 |
| Capital Investment Counsel, LLC |
Denver, CO |
4/23/2026 |
| Capital Investment Management, Inc. |
Lees Summit, MO |
4/23/2026 |
| Capital Management Associates, Inc |
Minneapolis, MN |
4/23/2026 |
| CAPITAL MANAGEMENT CORP /VA |
Glen Allen, VA |
4/23/2026 |
| Capital Squared Financial LLC |
Rockville, MD |
4/17/2026 |
| CAPITAL WEALTH MANAGEMENT, LLC |
W. Warwick, RI |
4/17/2026 |
| Capitol Family Office, Inc. |
Beaverton, OR |
4/15/2026 |
| Capstone Wealth Management Group LLC |
Bend, OR |
4/16/2026 |
| Capstone Wealth Management, LLC |
Tuscaloosa, AL |
4/16/2026 |
| Cardano Risk Management B.V. |
Rotterdam, P7 |
4/20/2026 |
| CARDEROCK CAPITAL MANAGEMENT INC |
Chevy Chase, MD |
4/10/2026 |
| Cardinal Capital Management |
Raleigh, NC |
4/8/2026 |
| Cardinal Capital Management, Inc. |
Winnipeg, A2 |
4/7/2026 |
| Cardinal Point Capital Management ULC |
Toronto, A6 |
4/20/2026 |
| Cardinal Strategic Wealth Guidance |
Louisville, KY |
4/20/2026 |
| Carolina Wealth Advisors, LLC |
Myrtle Beach, SC |
4/7/2026 |
| Carroll Advisory Group, LLC |
Texarkana, TX |
4/23/2026 |
| Cascade Investment Advisors, Inc. |
Oregon City, OR |
4/13/2026 |
| Cassady Wealth & Retirement Planning, LLC |
Henderson, NV |
4/2/2026 |
| Cassilly Financial Group LLC |
Severna Park, MD |
4/10/2026 |
| Castellan Group |
Louisville, KY |
4/23/2026 |