| IFC & Insurance Marketing, Inc. |
Auburn, CA |
4/17/2026 |
| IFG Advisors, LLC |
St. Louis, MO |
4/9/2026 |
| IFP Advisors, Inc |
Tampa, FL |
4/13/2026 |
| Ifrah Financial Services, Inc. |
Little Rock, AR |
4/22/2026 |
| IFS Advisors, LLC |
Overland Park, KS |
4/6/2026 |
| Ignite Planners, LLC |
San Clemente, CA |
4/17/2026 |
| Impact Capital Partners LLC |
Greenwood Village, CO |
4/10/2026 |
| Impact Partnership Wealth, LLC |
Marietta, GA |
4/23/2026 |
| IMZ Advisory Inc |
Boca Raton, FL |
4/8/2026 |
| INCOME RESEARCH & MANAGEMENT |
Boston, MA |
4/17/2026 |
| Independence Asset Advisors, LLC |
Wynnewood,, PA |
4/22/2026 |
| Independence Financial Advisors, LLC |
Franklin, NH |
4/15/2026 |
| Independence Wealth Advisors, LLC |
Independence, OH |
4/20/2026 |
| INDEPENDENT INVESTORS INC |
Nesconset, NY |
4/17/2026 |
| Independent Wealth Network Inc. |
Urbandale, IA |
4/21/2026 |
| Industrial Alliance Investment Management Inc. |
Quebec, A8 |
4/23/2026 |
| Infinity Wealth Counsel, LLC |
Loveland, OH |
4/8/2026 |
| Inman Jager Wealth Management, LLC |
Hattiesburg, MS |
4/23/2026 |
| Inscription Capital, LLC |
Houston, TX |
4/20/2026 |
| Insight Wealth Strategies, LLC |
San Ramon, CA |
4/10/2026 |
| Inspire Investing, LLC |
Meridian, ID |
4/23/2026 |
| INSPIRION WEALTH ADVISORS, LLC |
Libertyville, IL |
4/8/2026 |
| INSTRUMENTAL WEALTH, LLC |
Tampa, FL |
4/21/2026 |
| Integrated Capital Management, LLC |
Bloomfield, MI |
4/17/2026 |
| Integrated Financial Solutions, Inc. |
Reston, VA |
4/13/2026 |
| Integrated Wealth Management |
Uniontown, OH |
4/23/2026 |
| Integris Wealth Management, LLC |
Monterey, CA |
4/13/2026 |
| Intellectus Partners, LLC |
San Francisco, CA |
4/10/2026 |
| Intergy Private Wealth, LLC |
Colorado Springs, CO |
4/16/2026 |
| International Private Wealth Advisors LLC |
San Diego, CA |
4/21/2026 |
| InTrack Investment Management Inc |
South Burlington, VT |
4/7/2026 |
| Intrua Financial, LLC |
Houston, TX |
4/23/2026 |
| Invariant Investment Management |
Camp Hill, PA |
4/13/2026 |
| INVENIO WEALTH PARTNERS LLC |
Coral Gables, FL |
4/14/2026 |
| Invera Wealth Advisors, LLC |
Bend, OR |
4/22/2026 |
| Investment Advisory Group, LLC |
Hanover, MA |
4/22/2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV |
The Woodlands, TX |
4/17/2026 |
| Investment Partners Asset Management, Inc. |
Metuchen, NJ |
4/7/2026 |
| Investment Planning Advisors, Inc. |
Cumming, GA |
4/23/2026 |
| Investment Research & Advisory Group, Inc. |
Atlanta, GA |
4/20/2026 |
| Investors Research Corp |
Atlanta, GA |
4/3/2026 |
| InvesTrust |
Oklahoma City, OK |
4/7/2026 |
| Iowa State Bank |
Urbandale, IA |
4/15/2026 |
| Ipswich Investment Management Co., Inc. |
Beverly, MA |
4/10/2026 |
| Ironwood Financial, llc |
Tucson, AZ |
4/16/2026 |
| IRONWOOD WEALTH MANAGEMENT, INC. |
Hurricane, WV |
4/13/2026 |
| Ironwood Wealth Management, LLC. |
Chandler, AZ |
4/23/2026 |
| Israel Discount Bank of New York |
New York, NY |
4/6/2026 |
| IVC Wealth Advisors LLC |
Silverdale, PA |
4/16/2026 |
| Ivory Union Consulting Ltd |
Road Town, D8 |
4/21/2026 |
| J2 Capital Management Inc |
Troy, MI |
4/21/2026 |
| JACKSON SQUARE CAPITAL, LLC |
San Francisco, CA |
4/13/2026 |
| JACOBS & CO/CA |
San Francisco, CA |
4/7/2026 |
| JACOBSON & SCHMITT ADVISORS, LLC |
Middleton, WI |
4/10/2026 |
| James Hambro & Partners LLP |
London, X0 |
4/22/2026 |
| James J. Burns & Company, LLC |
Melville, NY |
4/17/2026 |
| James Reed Financial Services, Inc. |
Cleveland, OH |
4/21/2026 |
| Janney Montgomery Scott LLC |
Philadelphia, PA |
4/22/2026 |
| JBGlobal.com LLC |
New York, NY |
4/7/2026 |
| JBR Co Financial Management Inc |
Ardmore, OK |
4/8/2026 |
| JCIC Asset Management Inc. |
Toronto, A6 |
4/13/2026 |
| JDH Wealth Management, LLC |
Santa Rosa, CA |
4/16/2026 |
| JEPPSON WEALTH MANAGEMENT, LLC |
Manhattan Beach, CA |
4/14/2026 |
| J.E. Simmons & Co., P.C. |
Dallas, TX |
4/21/2026 |
| JFS WEALTH ADVISORS, LLC |
Hermitage, PA |
4/21/2026 |
| JGP Wealth Management, LLC |
Bend, OR |
4/8/2026 |
| JIA INVESTMENT ALLIANCE PTE. LTD. |
Singapore, U0 |
4/14/2026 |
| JIM SAULNIER & ASSOCIATES, LLC |
Fort Collins, CO |
4/22/2026 |
| J. L. Bainbridge & Co., Inc. |
Sarasota, FL |
4/22/2026 |
| J.M. Arbour, LLC |
Gardiner, ME |
4/21/2026 |
| JNBA Financial Advisors |
Bloomington, MN |
4/23/2026 |
| Joel Adams & Associates, Inc. |
Asheville, NC |
4/20/2026 |
| Joel Isaacson & Co., LLC |
New York, NY |
4/23/2026 |
| Johnson Bixby & Associates, LLC |
Vancouver, WA |
4/16/2026 |
| Johnson Wealth Management, LLC |
Grand Forks, ND |
4/23/2026 |
| Johnson & White Wealth Management, LLC |
York, PA |
4/15/2026 |
| John W. Brooker & Co., CPAs |
Oakland, CA |
4/13/2026 |
| Joule Financial, LLC |
Lexington, KY |
4/14/2026 |
| JOURNEY STRATEGIC WEALTH LLC |
Summit, NJ |
4/15/2026 |
| JP Wealth Management, Inc. |
Mt. Pleasant, SC |
4/15/2026 |
| J. Team Financial, Inc. |
Abilene, TX |
4/22/2026 |
| JUNCTURE WEALTH STRATEGIES, LLC |
Scottsdale, AZ |
4/15/2026 |
| jvl associates llc |
Wyoming, MI |
4/16/2026 |
| J.W. COLE ADVISORS, INC. |
Tampa, FL |
4/23/2026 |
| Kagan Cocozza Asset Management |
Mickleton, NJ |
4/23/2026 |
| Kampmann Melissa S. |
Wausau, WI |
4/23/2026 |
| Kane Co Wealth Management, Inc. |
Johnston, IA |
4/21/2026 |
| Kapstone Financial Advisors LLC |
Lebanon, OH |
4/22/2026 |
| Karras Company, Inc. |
Roy, UT |
4/6/2026 |
| Kastel Capital Advisors, LLC |
Wellesley, MA |
4/20/2026 |
| Kaufman Rossin Wealth, LLC |
Miami, FL |
4/17/2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC |
Leawood, KS |
4/16/2026 |
| Kearns & Associates LLC |
Palos Verdes Estates, CA |
4/20/2026 |
| Keenan, LLC |
Boston, MA |
4/23/2026 |
| KELLY FINANCIAL GROUP LLC |
Wethersfield, CT |
4/9/2026 |
| Kelly Financial Services LLC |
Braintree, MA |
4/13/2026 |
| Kennebec Savings Bank |
Augusta, ME |
4/17/2026 |
| KENNEDY INVESTMENT GROUP, INC. |
West Deptford, NJ |
4/22/2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC |
Larkspur, CA |
4/20/2026 |
| Kenora Financial, LLC |
Des Plaines, IL |
4/22/2026 |
| Kentucky Trust Co |
Danville, KY |
4/17/2026 |
| Kercheville Advisors, LLC |
San Antonio, TX |
4/20/2026 |
| Kessler Investment Group, LLC |
Columbus, IN |
4/10/2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC |
Austin, TX |
4/20/2026 |
| Ketron Financial |
Novato, CA |
4/22/2026 |
| Keudell/Morrison Wealth Management |
Salem, OR |
4/20/2026 |
| Key Client Fiduciary Advisors, LLC |
Fairfield, NJ |
4/9/2026 |
| Keystone Financial Group, Inc. |
Atlanta, GA |
4/21/2026 |
| Keystone Financial Planning, Inc. |
Cleveland, OH |
4/9/2026 |
| Keystone Financial Services, LLC |
Omaha, NE |
4/21/2026 |
| KFA Private Wealth Group, LLC |
Tysons, VA |
4/20/2026 |
| KFG WEALTH MANAGEMENT, LLC |
Granger, IN |
4/20/2026 |
| KG Capital Management |
St. Francisville, LA |
4/23/2026 |
| KIECKHEFER GROUP LLC |
Mequon, WI |
4/21/2026 |
| Kingsman Wealth Management, Inc. |
Pensacola, FL |
4/21/2026 |
| KIRR MARBACH & CO LLC /IN/ |
Columbus, IN |
4/17/2026 |
| Klaas Financial Asset Advisors, LLC |
Loves Park, IL |
4/16/2026 |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. |
Irvine, CA |
4/23/2026 |
| KMG FIDUCIARY PARTNERS, LLC |
Toledo, OH |
4/13/2026 |
| Koenig Investment Advisory, LLC |
Ashland, OR |
4/16/2026 |
| Koesten, Hirschmann & Crabtree, INC. |
Overland Park, KS |
4/15/2026 |
| Kohmann Bosshard Financial Services, LLC |
Fairlawn, OH |
4/23/2026 |
| KOM Wealth Management Group, LLC |
Appleton, WI |
4/23/2026 |
| Kooman & Associates |
Altoona, PA |
4/21/2026 |
| Kopion Asset Management, LLC |
Mckinney, TX |
4/10/2026 |
| Kopp Family Office, LLC |
Minnetonka, MN |
4/20/2026 |
| Kozak & Associates, Inc. |
Highlands Ranch, CO |
4/14/2026 |
| Krilogy Financial LLC |
St. Louis, MO |
4/17/2026 |
| KRM WEALTH MANAGEMENT L.L.C. |
Reno, NV |
4/23/2026 |
| KRS Capital Management, LLC |
Bloomfield, MI |
4/15/2026 |
| Kure Advisory, LLC |
Plymouth, MN |
4/17/2026 |
| KWB Wealth |
Redlands, CA |
4/8/2026 |
| KWMG, LLC |
Overland Park, KS |
4/9/2026 |
| KW WEALTH MANAGEMENT LLC |
Sacramento, CA |
4/22/2026 |
| Lake Hills Wealth Management, LLC |
Austin, TX |
4/10/2026 |
| Lakehouse Capital Pty Ltd |
Sydney Nsw, C3 |
4/9/2026 |
| Lakeridge Wealth Management LLC |
Mentor, OH |
4/8/2026 |
| Lakeshore Capital Group, Inc. |
Rolling Meadows, IL |
4/22/2026 |
| LAKE STREET PRIVATE WEALTH, LLC |
Chicago, IL |
4/13/2026 |
| Lakewood Asset Management LLC |
Naperville, IL |
4/23/2026 |
| LAM GROUP, INC. |
Lake Oswego, OR |
4/22/2026 |
| Lancaster Investment Management |
London, X0 |
4/20/2026 |
| LANDMARK WEALTH MANAGEMENT, INC. |
Normal, IL |
4/22/2026 |
| Lansforsakringar Fondforvaltning AB (publ) |
Stockholm, V7 |
4/23/2026 |
| Lantz Financial LLC |
Naperville, IL |
4/9/2026 |
| Larry Mathis Financial Planning, LLC |
Phoenix, AZ |
4/22/2026 |
| Lauer Wealth, LLC |
Valparaiso, IN |
4/13/2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC |
Marlton, NJ |
4/21/2026 |
| Laurel Wealth Planning LLC |
Edina, MN |
4/23/2026 |
| Laurus Global Equity Management Inc. |
Toronto, A6 |
4/1/2026 |
| LAWOOD & CO |
Williamsport, PA |
4/14/2026 |
| LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE |
Omaha, NE |
4/22/2026 |
| LBJ Family Wealth Advisors, Ltd. |
Austin, TX |
4/2/2026 |
| LCM Capital Management Inc |
Chicago, IL |
4/21/2026 |
| Ledgewood Wealth Advisors, LLC |
Exeter, NH |
4/13/2026 |
| Lee Financial Co |
Dallas, TX |
4/13/2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC |
Fort Worth, TX |
4/16/2026 |
| Lee-Kelleher Wealth Management |
Fulton, MD |
4/14/2026 |
| Leeward Financial Partners, LLC |
Bellevue, WA |
4/20/2026 |
| Leeward Investments, LLC - MA |
Boston, MA |
4/17/2026 |
| Legacy Private Trust Co. |
Neenah, WI |
4/7/2026 |
| LEGACY SOLUTIONS, LLC |
Kennett Square, PA |
4/7/2026 |
| Legacy Trust |
Grand Rapids, MI |
4/14/2026 |
| Legacy Wealth Asset Management, LLC |
Woodbury, MN |
4/8/2026 |
| Legacy Wealth Management, LLC |
Memphis, TN |
4/23/2026 |
| Legacy Wealth Management, LLC / MS |
Ridgeland, MS |
4/10/2026 |
| Legacy Wealth Partners, LLC |
Lakewood, CO |
4/17/2026 |
| Legal Advantage Investments, Inc. |
Los Altos Hills, CA |
4/20/2026 |
| Leibman Financial Services, Inc. |
Louisville, NE |
4/13/2026 |
| Leonard Rickey Investment Advisors P.L.L.C. |
Yakima, WA |
4/8/2026 |
| Level Financial Advisors |
East Amherst, NY |
4/10/2026 |
| Leverty Financial Group, LLC |
Hudson, WI |
4/9/2026 |
| Lewis Asset Management, LLC |
Lafayette, CA |
4/21/2026 |
| LexAurum Advisors, LLC |
Overland Park, KS |
4/13/2026 |
| Lexington Hill Partners, LLC |
Dallas, TX |
4/16/2026 |
| LifeGoal Investments, LLC |
Saratoga Springs, NY |
4/14/2026 |
| LifeGuide Financial Advisors, LLC |
Mechanicsburg, PA |
4/9/2026 |
| LIFE LINE WEALTH MANAGEMENT LLC |
Beverly Hills, CA |
4/9/2026 |
| LIFELONG WEALTH ADVISORS, INC. |
Arden Hills, MN |
4/16/2026 |
| LifePlan Financial, LLC |
Mankato, MN |
4/14/2026 |
| LifeSteps Financial, Inc. |
Claremont, CA |
4/22/2026 |
| Lifestyle Asset Management, Inc. |
Friendswood, TX |
4/10/2026 |
| LifeWealth Investments, LLC |
Winter Garden, FL |
4/21/2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV |
Brea, CA |
4/15/2026 |
| Lighthouse Wealth Management Inc. |
Ashland, OH |
4/23/2026 |
| LILLY ENDOWMENT INC |
Indianapolis, IN |
4/20/2026 |
| LINCOLN CAPITAL CORP |
East Greenwich, RI |
4/16/2026 |
| Linden Thomas Advisory Services, LLC |
Charlotte, NC |
4/10/2026 |
| Lineweaver Wealth Advisors, LLC |
Valley View, OH |
4/8/2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. |
Roseburg, OR |
4/23/2026 |
| Live Oak Private Wealth LLC |
Wilmington, NC |
4/20/2026 |
| L.K. Benson & Company, P.C. |
Baltimore, MD |
4/21/2026 |
| LMG Wealth Partners, LLC |
Shreveport, LA |
4/17/2026 |
| LOCKERMAN FINANCIAL GROUP, INC. |
Newport Beach, CA |
4/14/2026 |
| Longboard Asset Management, LP |
Phoenix, AZ |
4/8/2026 |
| Long Island Wealth Management, Inc. |
Melville, NY |
4/21/2026 |
| Longview Financial Advisors, Inc. |
Huntsville, AL |
4/20/2026 |
| Longview Financial Advisors LLC |
San Rafael, CA |
4/20/2026 |
| LongView Wealth Management |
Atlanta, GA |
4/15/2026 |
| Lord & Richards Wealth Management, LLC |
Highlands Ranch, CO |
4/20/2026 |