| Castlefield Investment Partners LLP |
Manchester, X0 |
4/8/2026 |
| Castle Rock Wealth Management, LLC |
Walnut Creek, CA |
4/8/2026 |
| Catalina Capital Group, LLC |
Torrance, CA |
4/23/2026 |
| Catalyst Investment Management LLC |
Windham, NH |
4/23/2026 |
| CATALYST PRIVATE WEALTH, LLC |
San Mateo, CA |
4/13/2026 |
| CATHY PARETO & ASSOCIATES, INC |
Coral Gables, FL |
4/14/2026 |
| Catterton Management Company, L.L.C. |
Greenwich, CT |
4/8/2026 |
| CCG WEALTH MANAGEMENT, LLC |
San Diego, CA |
4/8/2026 |
| CDM FINANCIAL COUNSELING SERVICES, INC. |
Norwich, CT |
4/14/2026 |
| Centennial Advisors, LLC |
Austin, TX |
4/21/2026 |
| Centennial Wealth Advisory LLC |
Traverse City, MI |
4/20/2026 |
| Center For Asset Management LLC |
Palm Beach Gardens, FL |
4/16/2026 |
| Center for Wealth Management Advisory |
Milford, OH |
4/10/2026 |
| Centerline Wealth Advisors, LLC |
Louisville, KY |
4/14/2026 |
| CENTRAL BANK & TRUST CO |
Lexington, KY |
4/7/2026 |
| Central Pacific Bank - Trust Division |
Honolulu, HI |
4/8/2026 |
| CENTRAL TRUST Co |
Jefferson City, MO |
4/17/2026 |
| CENTRAL VALLEY ADVISORS, LLC |
Sacramento, CA |
4/9/2026 |
| Centurion Wealth Management LLC |
Mclean, VA |
4/13/2026 |
| CenturyLink Investment Management Co |
Denver, CO |
4/7/2026 |
| Cerro Pacific Wealth Advisors LLC |
San Luis Obispo, CA |
4/13/2026 |
| Certified Advisory Corp |
Altamonte Springs, FL |
4/17/2026 |
| CFM WEALTH PARTNERS LLC |
Austin, TX |
4/21/2026 |
| CGC Financial Services, LLC |
Lake Oswego, OR |
4/14/2026 |
| CGN Advisors LLC |
Manhattan, KS |
4/13/2026 |
| CHAPIN DAVIS, INC. |
Baltimore, MD |
4/21/2026 |
| Charis Legacy Partners, LLC |
Bryan, TX |
4/8/2026 |
| Charles Schwab Trust Co |
Henderson, NV |
4/10/2026 |
| CHATHAM CAPITAL GROUP, INC. |
Savannah, GA |
4/21/2026 |
| Chatterton & Associates Inc. |
Anaheim, CA |
4/20/2026 |
| Chemistry Wealth Management LLC |
New York, NY |
4/9/2026 |
| CHEMUNG CANAL TRUST CO |
Elmira, NY |
4/22/2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC |
Hoboken, NJ |
4/20/2026 |
| Chesley Taft & Associates LLC |
Chicago, IL |
4/13/2026 |
| CHICKASAW CAPITAL MANAGEMENT LLC |
Memphis, TN |
4/13/2026 |
| CHIRON CAPITAL MANAGEMENT, LLC |
Tallahassee, FL |
4/21/2026 |
| Choice Wealth Advisors LLC |
Waterville, ME |
4/9/2026 |
| Chris Bulman Inc |
Roseville, CA |
4/13/2026 |
| Christensen, King & Associates Investment Services, Inc. |
Richland, WA |
4/20/2026 |
| CHRISTINE MESSMER PC |
Collegeville, PA |
4/21/2026 |
| Chronos Wealth Management, LLC |
Clearwater, FL |
4/20/2026 |
| Churchill Financial Advisors, LLC |
Louisville, KY |
4/22/2026 |
| CIDEL ASSET MANAGEMENT INC |
Toronto, A6 |
4/17/2026 |
| CISCO SYSTEMS, INC. |
San Jose, CA |
4/15/2026 |
| Citadel Investment Advisory, Inc. |
Chesterland, OH |
4/16/2026 |
| Citrine Capital LLC |
San Francisco, CA |
4/22/2026 |
| City Center Advisors, LLC |
Troy, MI |
4/7/2026 |
| CITY HOLDING CO |
Charleston, WV |
4/15/2026 |
| City State Bank |
Norwalk, IA |
4/20/2026 |
| Civilization Ventures Management, LLC |
Belvedere Tiburon, CA |
4/8/2026 |
| CJM Wealth Advisers, Ltd. |
Falls Church, VA |
4/13/2026 |
| CLARIS ADVISORS, LLC / MO / |
St. Louis, MO |
4/10/2026 |
| Claris Financial LLC |
Glen Allen, VA |
4/7/2026 |
| Clarity Capital Advisors, LLC |
Lakewood Ranch, FL |
4/9/2026 |
| Clarity Wealth Development LLC |
Corvallis, OR |
4/22/2026 |
| Clark Asset Management, LLC |
Stratham, NH |
4/16/2026 |
| Clark & Stuart, Inc |
Portland, ME |
4/13/2026 |
| Claro Advisors Inc. |
Boston, MA |
4/21/2026 |
| Clarus Group, Inc. |
Houston, TX |
4/21/2026 |
| Clarus Wealth Advisors |
Peoria, AZ |
4/8/2026 |
| Clayton Financial Group LLC |
St. Louis, MO |
4/13/2026 |
| Clean Yield Group |
Norwich, VT |
4/14/2026 |
| Clear Creek Financial Management, LLC |
Silverdale, WA |
4/23/2026 |
| Clear Trail Advisors, LLC |
Houston, TX |
4/17/2026 |
| CLIENT 1ST ADVISORY GROUP, LLC |
Dunedin, FL |
4/15/2026 |
| Client First Investment Management LLC |
West Bend, WI |
4/13/2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
Minneapolis, MN |
4/9/2026 |
| Clio Asset Management LLC |
Charlottesville, VA |
4/21/2026 |
| CMH Wealth Management LLC |
Portsmouth, NH |
4/13/2026 |
| Coastline Trust Co |
Providence, RI |
4/3/2026 |
| Code Waechter LLC |
Tampa, FL |
4/15/2026 |
| Codex Capital Asset Management L.L.C. |
Dallas, TX |
4/16/2026 |
| COERENTE CAPITAL MANAGEMENT |
Toronto, A6 |
4/17/2026 |
| CogentBlue Wealth Advisors, LLC |
Knoxville, TN |
4/16/2026 |
| Cogent Private Wealth, Inc. |
Orlando, FL |
4/13/2026 |
| Cohen Capital Management, Inc. |
Corte Madera, CA |
4/14/2026 |
| Cohen Klingenstein LLC |
New York, NY |
4/15/2026 |
| COLLECTIVE FAMILY OFFICE LLC |
York, PA |
4/2/2026 |
| Colony Family Offices, LLC |
Charlotte, NC |
4/21/2026 |
| Colorado Capital Management, Inc. |
Boulder, CO |
4/14/2026 |
| COLUMBIA ADVISORY PARTNERS LLC |
Spokane, WA |
4/23/2026 |
| Columbia Asset Management |
Ann Arbor, MI |
4/21/2026 |
| Columbus Macro, LLC |
New Castle, PA |
4/21/2026 |
| Community Bank of Raymore |
Raymore, MO |
4/17/2026 |
| Community Bank & Trust, Waco, Texas |
Waco, TX |
4/17/2026 |
| Community Financial Services Group, LLC |
Newport, VT |
4/8/2026 |
| COMMUNITY TRUST & INVESTMENT CO |
Lexington, KY |
4/13/2026 |
| Compagnie Lombard Odier SCmA |
1204 Geneva, V8 |
4/15/2026 |
| Compass Advisory Group LLC |
Melville, NY |
4/21/2026 |
| Compass Ion Advisors, LLC |
Conshohocken, PA |
4/13/2026 |
| Compass Planning Associates Inc |
Greenfield, MA |
4/21/2026 |
| Compass Wealth Management LLC |
Guilford, CT |
4/21/2026 |
| Composition Wealth, LLC |
Los Angeles, CA |
4/8/2026 |
| Comprehensive Financial Planning, Inc./PA |
East Petersburg, PA |
4/7/2026 |
| Comprehensive Money Management Services LLC |
Coral Gables, FL |
4/23/2026 |
| Compton Wealth Advisory Group, LLC |
Virginia Beach, VA |
4/14/2026 |
| Concurrent Investment Advisors, LLC |
Tampa, FL |
4/21/2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC |
St. Louis, MO |
4/1/2026 |
| CONGRESS ASSET MANAGEMENT CO |
Boston, MA |
4/14/2026 |
| Congress Park Capital LLC |
Saratoga Springs, NY |
4/14/2026 |
| Connecticut Capital Management Group, LLC |
Milford, CT |
4/13/2026 |
| Connective Portfolio Management, LLC |
New York, NY |
4/16/2026 |
| Conrad Siegel Investment Advisors, Inc. |
Harrisburg, PA |
4/13/2026 |
| CONSCIOUS WEALTH INVESTMENTS, LLC |
Atlanta, GA |
4/23/2026 |
| Consilium Wealth Advisory, LLC |
Frisco, TX |
4/20/2026 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC |
Burbank, CA |
4/15/2026 |
| Constellation Investments, Inc. |
Montgomery, OH |
4/22/2026 |
| Constitution Capital LLC |
Shelton, CT |
4/9/2026 |
| Continuum Advisory, LLC |
Eagle, ID |
4/22/2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. |
Norwell, MA |
4/20/2026 |
| Cooke Wealth Management, LLC |
Irvine, CA |
4/10/2026 |
| Cooper Financial Group |
Irvine, CA |
4/7/2026 |
| CORA CAPITAL ADVISORS LLC |
Marlton, NJ |
4/17/2026 |
| Cordant, Inc. |
Portland, OR |
4/13/2026 |
| Corecam AG |
Zurich, V8 |
4/21/2026 |
| Corecam Pte. Ltd. |
Singapore, U0 |
4/14/2026 |
| CoreCap Advisors, LLC |
Southfield, MI |
4/7/2026 |
| COREPATH WEALTH PARTNERS LLC |
Scottsdale, AZ |
4/10/2026 |
| Cornell Pochily Investment Advisors, Inc. |
Ithaca, NY |
4/17/2026 |
| CORNERSTONE ENTERPRISES, LLC |
Appleton, WI |
4/22/2026 |
| Cornerstone Management, Inc. |
Duluth, GA |
4/16/2026 |
| Cornerstone National Bank & Trust Co |
Palatine, IL |
4/14/2026 |
| Cornerstone Wealth Advisors, Inc. |
Edina, MN |
4/9/2026 |
| Cornerstone Wealth Group, LLC |
Huntersville, NC |
4/22/2026 |
| CORSAIR CAPITAL MANAGEMENT, L.P. |
New York, NY |
4/21/2026 |
| Corundum Group, Inc. |
Colorado Springs, CO |
4/20/2026 |
| Corundum Trust Company, INC |
Sioux Falls, SD |
4/15/2026 |
| Coston, McIsaac & Partners |
Bar Harbor, ME |
4/22/2026 |
| Cottage Street Advisors LLC |
Marion, MA |
4/20/2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC |
Salt Lake City, UT |
4/17/2026 |
| COUNTRY TRUST BANK |
Bloomington, IL |
4/10/2026 |
| Courant Investment Management LLC |
Franklin, TN |
4/20/2026 |
| COURIER CAPITAL LLC |
Buffalo, NY |
4/23/2026 |
| Covea Finance |
Paris, I0 |
4/15/2026 |
| Covenant Asset Management, LLC |
Chester, NJ |
4/14/2026 |
| Cox Capital Mgt LLC |
Andover, MA |
4/14/2026 |
| CPC Advisors, LLC |
Atlanta, GA |
4/16/2026 |
| CPR Investments Inc. |
Rochester, MI |
4/16/2026 |
| CRA Financial Services, LLC |
Northfield, NJ |
4/9/2026 |
| Cranbrook Wealth Management, LLC |
Bloomfield Hills, MI |
4/15/2026 |
| Crane Advisory, LLC |
Fullerton, CA |
4/21/2026 |
| Creative Capital Management Investments LLC |
San Diego, CA |
4/21/2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV |
Kokomo, IN |
4/13/2026 |
| Creekside Partners |
Petaluma, CA |
4/22/2026 |
| Crescent Sterling, Ltd. |
Metairie, LA |
4/7/2026 |
| Crew Capital Management, Ltd |
Cincinnati, OH |
4/22/2026 |
| Crocodile Capital Partners GmbH |
Ursensollen, 2M |
4/9/2026 |
| CrossGen Wealth, LLC |
Greenville, NC |
4/22/2026 |
| Cross Staff Investments Inc |
Pittsford, NY |
4/23/2026 |
| Crown Wealth Group, LLC |
Charlotte, NC |
4/21/2026 |
| Crumly & Associates Inc. |
Springfield, IL |
4/2/2026 |
| CULLEN INVESTMENT GROUP, LTD. |
Lafayette, LA |
4/9/2026 |
| CULTIVAR CAPITAL, INC. |
Denton, TX |
4/7/2026 |
| Curated Wealth Partners LLC |
El Segundo, CA |
4/9/2026 |
| Curat Global, LLC |
Springfield, NH |
4/21/2026 |
| Curbstone Financial Management Corp |
Manchester, NH |
4/15/2026 |
| Curran Financial Partners, LLC |
Daniel Island, SC |
4/15/2026 |
| Cushing Capital Partners, LLC |
Delafield, WI |
4/20/2026 |
| Cutter & CO Brokerage, Inc. |
Ballwin, MO |
4/9/2026 |
| CWA Asset Management Group, LLC |
Naples, FL |
4/20/2026 |
| CWC Advisors, LLC. |
Lake Oswego, OR |
4/16/2026 |
| CX Institutional |
Auburn, IN |
4/6/2026 |
| Cyndeo Wealth Partners, LLC |
St. Petersburg, FL |
4/13/2026 |
| CYPRESS FINANCIAL PLANNING LLC |
Haddon Heights, NJ |
4/15/2026 |
| Cypress Point Wealth Management, LLC |
Dallas, TX |
4/13/2026 |
| Cypress Wealth Services, LLC |
Palm Desert, CA |
4/15/2026 |
| Czech National Bank |
Prague, 2N |
4/13/2026 |
| DAGCO, INC. |
Westlake, OH |
4/20/2026 |
| DAILY JOURNAL CORP |
Los Angeles, CA |
4/15/2026 |
| Darrow Company, Inc. |
Needham, MA |
4/20/2026 |
| DAVENPORT & Co LLC |
Richmond, VA |
4/15/2026 |
| David J Yvars Group |
University Park, FL |
4/8/2026 |
| Davidson Capital Management Inc. |
Corpus Christi, TX |
4/14/2026 |
| DAVIDSON INVESTMENT ADVISORS |
Great Falls, MT |
4/21/2026 |
| Davidson Kahn Capital Management, LLC |
Sherman Oaks, CA |
4/23/2026 |
| DAVIDSON TRUST CO |
Seattle, WA |
4/20/2026 |
| Davies Financial Advisors, Inc. |
Murrieta, CA |
4/14/2026 |
| Daviman Financial, LLC |
Fishers, IN |
4/23/2026 |
| Davis Capital Management |
Jacksonville, FL |
4/16/2026 |
| Davis Investment Partners, LLC |
Charlotte, NC |
4/20/2026 |
| Daytona Street Capital LLC |
Saint Louis, MO |
4/10/2026 |
| DDFG, Inc |
Thousand Oaks, CA |
4/22/2026 |
| Deane Retirement Strategies, Inc. |
New Orleans, LA |
4/7/2026 |
| DECISION INVESTMENTS, INC |
San Diego, CA |
4/22/2026 |
| DecisionMap Wealth Management, LLC |
Great Falls, VA |
4/15/2026 |
| Decker Retirement Planning Inc. |
Levi, UT |
4/21/2026 |
| Dedeker Financial LLC |
St. Louis Park, MN |
4/15/2026 |
| Defender Capital, LLC. |
Charlotte, NC |
4/13/2026 |
| DEFINED WEALTH MANAGEMENT, LLC |
Beaverton, OR |
4/17/2026 |
| DEFINE FINANCIAL, LLC |
San Diego, CA |
4/15/2026 |
| DELPHI MANAGEMENT INC /MA/ |
Brookline, MA |
4/20/2026 |
| Delta Wealth Advisors LLC |
Indianapolis, IN |
4/21/2026 |
| DEMMING FINANCIAL SERVICES CORP /ADV |
Aurora, OH |
4/17/2026 |
| Detalus Advisors, LLC |
St. Louis, MO |
4/22/2026 |
| DHJJ Financial Advisors, Ltd. |
Naperville, IL |
4/9/2026 |
| DIAMANT ASSET MANAGEMENT, INC. |
Ridgefield, CT |
4/22/2026 |
| Diesslin Group, Inc. |
Fort Worth, TX |
4/21/2026 |
| Diligent Investors, LLC |
Redlands, CA |
4/15/2026 |
| DiNuzzo Private Wealth, Inc. |
Beaver, PA |
4/8/2026 |
| Discipline Wealth Solutions, LLC |
Greenville, SC |
4/17/2026 |