| Summit Wealth Group, LLC |
White River Junction, VT |
5/4/2026 |
| SUMMIT WEALTH GROUP LLC / CO |
Colorado Springs, CO |
4/23/2026 |
| Summit Wealth Partners, LLC |
Orlando, FL |
4/17/2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. |
Eagle, ID |
5/11/2026 |
| Sunbeam Capital Management, LLC |
Atlanta, GA |
4/16/2026 |
| Sunbelt Securities, Inc. |
Houston, TX |
5/18/2026 |
| Sunburst Financial Group, LLC |
Vestavia Hills, AL |
4/13/2026 |
| Suncoast Equity Management |
Tampa, FL |
5/8/2026 |
| Sunesis Advisors, LLC |
Overland Park, KS |
5/14/2026 |
| Sun Financial Inc |
Midvale, UT |
5/15/2026 |
| Sunflower Bank, N.A. |
Dallas, TX |
4/10/2026 |
| Sun Group Wealth Partners |
Irvine, CA |
5/6/2026 |
| SUN LIFE FINANCIAL INC |
Toronto, A6 |
5/14/2026 |
| Sunpointe, LLC |
St. Louis, MO |
4/21/2026 |
| Sunrise Financial Services, LLC |
Burien, WA |
4/29/2026 |
| Sunriver Management LLC |
Greenwich, CT |
5/14/2026 |
| Sunstone Asset Management, L.P. |
New York, NY |
5/14/2026 |
| SUPERSTRING CAPITAL MANAGEMENT LP |
New York, NY |
5/14/2026 |
| Supplemental Annuity Collective Trust of NJ |
Trenton, NJ |
5/1/2026 |
| SurgoCap Partners LP |
New York, NY |
5/15/2026 |
| SURIENCE PRIVATE WEALTH LLC |
Yakima, WA |
4/20/2026 |
| SUSQUEHANNA ADVISORS GROUP, INC. |
Bala Cynwyd, PA |
5/15/2026 |
| Susquehanna Capital Management, LLC |
Wilmington, DE |
5/15/2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC |
Bala Cynwyd, PA |
5/15/2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
Bala Cynwyd, PA |
5/15/2026 |
| Susquehanna Portfolio Strategies, LLC |
Bala Cynwyd, PA |
5/15/2026 |
| Sustainable Growth Advisers, LP |
Stamford, CT |
5/11/2026 |
| Sustainable Insight Capital Management, LLC |
New York, NY |
5/14/2026 |
| SUTTON PLACE INVESTORS LLC |
Armonk, NY |
4/22/2026 |
| SUVRETTA CAPITAL MANAGEMENT, LLC |
New York, NY |
5/15/2026 |
| SVB WEALTH LLC |
Boston, MA |
4/17/2026 |
| Svenska Handelsbanken AB (publ) |
Stockholm, V7 |
4/20/2026 |
| SVF Sponsor III (DE) LLC |
Menlo Park, CA |
5/18/2026 |
| SVRN Asset Management, LLC |
Austin, TX |
5/13/2026 |
| SWAN Capital LLC |
Pensacola, FL |
5/14/2026 |
| Swan Global Investments, LLC |
Durango, CO |
5/7/2026 |
| Swedbank AB |
Stockholm, V7 |
4/29/2026 |
| SWEENEY & MICHEL, LLC |
Chico, CA |
4/16/2026 |
| SWF LLC |
Omaha, NE |
5/14/2026 |
| SW Investment Management LLC |
Telluride, CO |
5/8/2026 |
| Swisher Financial Concepts, Inc. |
Westerville, OH |
4/16/2026 |
| Swiss Life Asset Management Ltd |
Zurich, V8 |
5/14/2026 |
| Swiss National Bank |
Zurich, V8 |
5/7/2026 |
| swisspartners Advisors Ltd |
Zurich, V8 |
5/7/2026 |
| SWISS RE LTD |
Zurich, V8 |
5/12/2026 |
| SwitchPoint Financial Planning, LLC |
Lehi, UT |
4/30/2026 |
| SWMG, LLC |
Fort Worth, TX |
4/24/2026 |
| SWP FINANCIAL LLC |
Encinitas, CA |
4/17/2026 |
| SWS Partners |
Columbus, OH |
4/21/2026 |
| Sycale Advisors (NY) LLC |
New York, NY |
5/13/2026 |
| SYCAMORE PARTNERS MANAGEMENT, L.P. |
New York, NY |
5/21/2026 |
| SYCOMORE ASSET MANAGEMENT |
Paris, I0 |
5/11/2026 |
| SYKON CAPITAL LLC |
Harrison, NY |
4/22/2026 |
| SYLEBRA CAPITAL LLC |
Palo Alto, CA |
5/18/2026 |
| Sylvest Advisors, LLC |
Dallas, TX |
4/22/2026 |
| SymBiosis Capital Partners, LLC |
Bentonville, AR |
5/12/2026 |
| Symetra Investment Management Co |
Farmington, CT |
5/7/2026 |
| SYM FINANCIAL Corp |
Winona Lake, IN |
5/8/2026 |
| Symmetry Investments LP |
St Helier, Y9 |
5/15/2026 |
| Symmetry Partners, LLC |
Glastonbury, CT |
4/27/2026 |
| SYMMETRY PEAK MANAGEMENT LLC |
Radnor, PA |
5/15/2026 |
| Symphony Financial, Ltd. Co. |
Houston, TX |
5/1/2026 |
| Symphony Financial Services, Inc. |
Akron, OH |
5/7/2026 |
| Syncona Portfolio Ltd |
St Peter Port, Guernsey, X0 |
5/14/2026 |
| Synergy Asset Management, LLC |
Vancouver, WA |
5/13/2026 |
| Synergy Financial Group, LTD |
San Ramon, CA |
5/15/2026 |
| Synergy Investment Management, LLC |
Altamonte Springs, FL |
5/15/2026 |
| SYNTAX RESEARCH, INC. |
Boca Raton, FL |
4/24/2026 |
| Syntegra Private Wealth Group, LLC |
Chesterfield, MO |
4/27/2026 |
| SYON CAPITAL LLC |
San Francisco, CA |
5/13/2026 |
| SYQUANT CAPITAL SAS |
Paris, I0 |
4/10/2026 |
| Systelligence, LLC |
Bloomington, MN |
4/21/2026 |
| Systematic Alpha Investments, LLC |
Princeton, NJ |
5/18/2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP |
Teaneck, NJ |
5/13/2026 |
| Systrade AG |
Vaduz, N2 |
4/8/2026 |
| Syverson Strege & Co |
West Des Moines, IA |
5/4/2026 |
| T3 Companies, LLC |
New York, NY |
5/7/2026 |
| TABLEAUX LLC |
Stockbridge, MA |
5/14/2026 |
| Tabor Asset Management, LP |
New York, NY |
5/15/2026 |
| TABR Capital Management, LLC |
Orange, CA |
4/27/2026 |
| Tacita Capital Inc |
Toronto, A6 |
5/7/2026 |
| Taconic Capital Advisors LP |
New York, NY |
5/15/2026 |
| Tactive Advisors, LLC |
Jacksonville, FL |
4/16/2026 |
| TAGStone Capital, Inc. |
Charlotte, NC |
5/11/2026 |
| Taikang Asset Management (Hong Kong) Co Ltd |
Hong Kong, K3 |
5/14/2026 |
| Tailwinds Wealth, LLC |
Vadnais Heights, MN |
5/4/2026 |
| Tairen Capital Ltd |
Hong Kong, K3 |
5/15/2026 |
| TAIYO LIFE INSURANCE CO |
Chuo Ku, Tokyo, M0 |
5/7/2026 |
| Talaria Asset Management Pty Ltd |
Melbourne, C3 |
5/15/2026 |
| Talbot Financial, LLC |
Bellevue, WA |
4/13/2026 |
| Talisman Wealth Advisors LLC |
Mountainside, NJ |
5/15/2026 |
| Talon Private Wealth, LLC |
The Villages, FL |
5/18/2026 |
| Talos Eurisko Asset Management LP |
New York, NY |
5/14/2026 |
| Tamar Securities, LLC |
Woodland Hills, CA |
5/14/2026 |
| TAM Capital Management Inc. |
Stamford, CT |
5/18/2026 |
| Tanager Wealth Management LLP |
Goring On Thames, X0 |
4/20/2026 |
| TANAKA CAPITAL MANAGEMENT INC |
New York, NY |
5/18/2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV |
Woodcliff Lake, NJ |
4/16/2026 |
| Tandem Financial, LLC |
Greenwood Village, CO |
5/8/2026 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC |
Alpharetta, GA |
5/7/2026 |
| Tandem Investment Advisors, Inc. |
Charleston, SC |
5/7/2026 |
| Tandem Investment Partners LLC |
Bordentown, NJ |
5/13/2026 |
| Tandem Wealth Advisors LLC |
Phoenix, AZ |
5/6/2026 |
| TANG CAPITAL MANAGEMENT LLC |
San Diego, CA |
5/15/2026 |
| Tanglewood Legacy Advisors, LLC |
Houston, TX |
4/27/2026 |
| Tanglewood Wealth Management, Inc. |
Houston, TX |
4/21/2026 |
| Tannin Capital LLC |
Charlotte, NC |
5/12/2026 |
| Tao Capital Management LP |
San Francisco, CA |
5/14/2026 |
| Taproot Management LP |
New York, NY |
5/13/2026 |
| Tarbox Family Office, Inc. |
Newport Beach, CA |
4/24/2026 |
| Targeted Financial Services LLC |
Seminole, FL |
4/15/2026 |
| Tarsadia Capital, LLC |
New York, NY |
5/11/2026 |
| Tassel Capital Management, Inc. |
Matthews, NC |
4/21/2026 |
| Taylor Financial Group, Inc. |
Roanoke, VA |
5/14/2026 |
| Taylor Frigon Capital Management LLC |
Scottsdale, AZ |
4/29/2026 |
| Taylor Hoffman Capital Management LLC |
Richmond, VA |
5/13/2026 |
| Taylor & Morgan Wealth Management, LLC |
Troy, MI |
4/9/2026 |
| Taylor Securities Services, Inc. |
Harrisburg, PA |
5/14/2026 |
| TB Alternative Assets Ltd. |
Hong Kong, K3 |
4/16/2026 |
| TB Capital Gestao de Recursos Ltda. |
Rio De Janeiro, D5 |
5/15/2026 |
| TBH Global Asset Management, LLC |
Brentwood, TN |
4/23/2026 |
| TCFG Investment Advisors, LLC |
Laguna Niguel, CA |
5/6/2026 |
| TCFG WEALTH MANAGEMENT, LLC |
Laguna Niguel, CA |
4/24/2026 |
| TCG Capital Management, LP |
Playa Vista, CA |
5/12/2026 |
| TCG Crossover Management, LLC |
Palo Alto, CA |
5/15/2026 |
| TCI Fund Management Ltd |
London, X0 |
5/15/2026 |
| TCI Wealth Advisors, Inc. |
Tucson, AZ |
4/27/2026 |
| TCM Advisors, LLC |
Martinsburg, WV |
5/14/2026 |
| TCP Asset Management, LLC |
Upper Arlington, OH |
4/10/2026 |
| TCTC Holdings, LLC |
Dallas, TX |
5/7/2026 |
| TCV Trust & Wealth Management, Inc. |
Richmond, VA |
4/21/2026 |
| TCW GROUP INC |
Los Angeles, CA |
5/14/2026 |
| TD ASSET MANAGEMENT INC |
Toronto, A6 |
5/11/2026 |
| TD Capital Management LLC |
Memphis, TN |
5/11/2026 |
| TD PRIVATE CLIENT WEALTH LLC |
New York, NY |
4/27/2026 |
| TD Waterhouse Canada Inc. |
Toronto, A6 |
5/12/2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS |
Austin, TX |
4/30/2026 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA |
New York, NY |
5/12/2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY |
Frankfort, KY |
5/4/2026 |
| Te Ahumairangi Investment Management Ltd |
Wellington, Q2 |
5/15/2026 |
| TEALWOOD ASSET MANAGEMENT INC |
Minneapolis, MN |
4/9/2026 |
| Team Financial Group, LLC |
Temecula, CA |
5/4/2026 |
| Team Hewins, LLC |
Foster City, CA |
4/30/2026 |
| Teamwork Financial Advisors, LLC |
San Antonio, TX |
4/9/2026 |
| Teca Partners, LP |
Austin, TX |
5/15/2026 |
| Technology Crossover Management IX, Ltd. |
Menlo Park, CA |
5/8/2026 |
| Technology Crossover Management VIII, Ltd. |
Menlo Park, CA |
5/8/2026 |
| Technology Crossover Management XI, Ltd. |
Menlo Park, CA |
5/8/2026 |
| Technology Crossover Management X, Ltd. |
Menlo Park, CA |
5/8/2026 |
| TECTONIC ADVISORS LLC |
Frisco, TX |
4/17/2026 |
| Ted Buchan & Co |
San Diego, CA |
5/14/2026 |
| Teewinot Capital Advisers, L.L.C. |
Norwalk, CT |
5/15/2026 |
| Teilinger Capital Ltd. |
Houston, TX |
5/13/2026 |
| Tejara Capital Ltd |
London, X0 |
5/12/2026 |
| Tekne Capital Management, LLC |
New York, NY |
5/14/2026 |
| Telemark Asset Management, LLC |
Boston, MA |
5/12/2026 |
| Telligent Fund, LP |
Hong Kong, K3 |
5/12/2026 |
| Telos Capital Management, Inc. |
San Diego, CA |
4/17/2026 |
| TEMA ETFS LLC |
New York, NY |
4/15/2026 |
| Temasek Holdings (Private) Ltd |
Singapore, U0 |
5/12/2026 |
| Templeton & Phillips Capital Management, LLC |
Lookout Mountain, TN |
5/6/2026 |
| Tempo Wealth, LLC |
Independence, OH |
5/14/2026 |
| Tempus Wealth Planning, LLC |
Irvine, CA |
4/29/2026 |
| Tencap Wealth Coaching, LLC |
South Jordan, UT |
4/17/2026 |
| TenCore Partners, LP |
New York, NY |
5/6/2026 |
| Tenere Capital LLC |
New York, NY |
5/15/2026 |
| Tennessee Valley Asset Management Partners |
Knoxville, TN |
4/27/2026 |
| Tenon Financial LLC |
Metuchen, NJ |
4/21/2026 |
| TENOR CAPITAL MANAGEMENT Co., L.P. |
New York, NY |
5/15/2026 |
| Tenret Co LLC |
Tampa, FL |
5/27/2026 |
| Tensile Capital Management LP |
Larkspur, CA |
5/15/2026 |
| Tensor Edge Capital, LLC |
Boston, MA |
4/27/2026 |
| Tenzing Financial LLC |
Williamsburg, VA |
4/15/2026 |
| Tenzing Global Management, LLC |
San Francisco, CA |
5/15/2026 |
| Tepp RIA, LLC |
Westfield, NJ |
4/22/2026 |
| Teramo Advisors, LLC |
Naples, FL |
5/13/2026 |
| Terra Nova Asset Management LLC |
New York, NY |
4/16/2026 |
| TERRIL BROTHERS, INC. |
St. Louis, MO |
5/7/2026 |
| Teton Advisors, LLC |
Greenwich, CT |
5/14/2026 |
| TETRAD CORP |
Omaha, NE |
4/9/2026 |
| Tetragon Partners GP Ltd |
Grand Cayman, E9 |
5/15/2026 |
| Teucrium Investment Advisors, LLC |
Burlington, VT |
5/15/2026 |
| Tevis Investment Management |
Plano, TX |
5/4/2026 |
| Texas Bank & Trust Co |
Longview, TX |
4/30/2026 |
| Texas Capital Bank Wealth Management Services Inc |
Dallas, TX |
5/11/2026 |
| Texas County & District Retirement System |
Austin, TX |
5/12/2026 |
| TEXAS PERMANENT SCHOOL FUND CORP |
Austin, TX |
5/15/2026 |
| TEXAS TREASURY SAFEKEEPING TRUST CO |
Austin, TX |
5/15/2026 |
| Texas Yale Capital Corp. |
St. Petersburg, FL |
5/4/2026 |
| Teza Capital Management LLC |
Chicago, IL |
5/15/2026 |
| TFB Advisors LLC |
Overland Park, KS |
4/20/2026 |
| TFC Financial Management, Inc. |
Boston, MA |
4/23/2026 |
| TFJ Management, LLC |
Somerville, MA |
5/15/2026 |
| TFO Wealth Partners, LLC |
Maumee, OH |
5/8/2026 |
| TFR Capital, LLC. |
Plano, TX |
5/4/2026 |
| THAMES CAPITAL MANAGEMENT LLC |
Roseland, NJ |
5/12/2026 |
| Thayer Financial, L.L.C. |
Hickory, NC |
4/13/2026 |
| Thayer Partners, LLC / MA |
Wyndmoor, PA |
5/5/2026 |
| Theleme Partners LLP |
London, X0 |
5/15/2026 |
| Themes Management Co LLC |
Greenwich, CT |
5/15/2026 |