| Provenance Wealth Advisors, LLC |
Fort Lauderdale, FL |
4/20/2026 |
| Provident Wealth Management, LLC |
Brentwood, TN |
4/17/2026 |
| PSP Research LLC |
Las Vegas, NV |
4/17/2026 |
| PTM WEALTH MANAGEMENT, LLC |
North Wales, PA |
4/9/2026 |
| Pullen Investment Management, LLC |
Bradenton, FL |
4/15/2026 |
| Pure Financial Advisors, LLC |
San Diego, CA |
4/10/2026 |
| PURSUE WEALTH PARTNERS LLC |
Alamo, CA |
4/8/2026 |
| Purus Wealth Management, LLC |
Newport Beach, CA |
4/15/2026 |
| Putney Financial Group LLC |
San Rafael, CA |
4/10/2026 |
| PW Nova Financial Services LLC |
Newtown, PA |
4/16/2026 |
| QP WEALTH MANAGEMENT, LLC |
Boca Raton, FL |
4/22/2026 |
| QSM Asset Management Ltd |
London, X0 |
4/15/2026 |
| QTR Family Wealth, LLC |
Lake Mary, FL |
4/16/2026 |
| Quad-Cities Investment Group, LLC |
Davenport, IA |
4/21/2026 |
| Quadratic Capital Management LLC |
Greenwich, CT |
4/10/2026 |
| Quaker Wealth Management, LLC |
Moorestown, NJ |
4/10/2026 |
| Quantum Financial Advisors, LLC |
Santa Monica, CA |
4/8/2026 |
| Quantum Financial Planning Services, Inc. |
Spokane, WA |
4/14/2026 |
| QUARRY HILL ADVISORS, LLC |
St Paul, MN |
4/23/2026 |
| QUATTRO FINANCIAL ADVISORS LLC |
The Woodlands, TX |
4/22/2026 |
| Quintet Private Bank (Europe) S.A. |
Luxembourg, N4 |
4/22/2026 |
| Quotient Wealth Partners, LLC |
Dallas, TX |
4/16/2026 |
| QV Investors Inc. |
Calgary, A0 |
4/23/2026 |
| QVR LLC |
San Francisco, CA |
4/15/2026 |
| Radnor Capital Management, LLC |
Wayne, PA |
4/15/2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. |
Celebration, FL |
4/22/2026 |
| RAINIER FAMILY WEALTH INC |
Tacoma, WA |
4/17/2026 |
| Rainwater Charitable Foundation |
Fort Worth, TX |
4/15/2026 |
| Ramiah Investment Group |
Brookfield, WI |
4/21/2026 |
| RAMSEY QUANTITATIVE SYSTEMS |
Louisville, KY |
4/17/2026 |
| Randall & Associates Wealth Management |
Butler, PA |
4/21/2026 |
| Raub Brock Capital Management LP |
Larkspur, CA |
4/15/2026 |
| RBA Wealth Management, LLC |
Newport Beach, CA |
4/23/2026 |
| RCS Financial Planning, LLC |
Annapolis, MD |
4/21/2026 |
| RCW Management, LLC |
Jacksonville, FL |
4/15/2026 |
| RDA Financial Network |
Akron, IA |
4/8/2026 |
| RD Lewis Holdings, Inc. |
Maitland, FL |
4/14/2026 |
| Realta Investment Advisors |
Wilmington, DE |
4/22/2026 |
| Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York |
New York, NY |
4/23/2026 |
| Red Door Wealth Management, LLC |
Memphis, TN |
4/22/2026 |
| Rede Wealth, LLC |
Charlottesville, VA |
4/10/2026 |
| Redhawk Wealth Advisors, Inc. |
Minneapolis, MN |
4/15/2026 |
| RED REEF ADVISORS LLC |
Boca Raton, FL |
4/8/2026 |
| Red Spruce Capital, LLC |
Berwyn, PA |
4/9/2026 |
| REDSTONE WEALTH MANAGEMENT, LLC |
Oklahoma City, OK |
4/16/2026 |
| Red Tortoise LLC |
Atlanta, GA |
4/21/2026 |
| Red Tree Management, LLC |
Redwood City, CA |
4/22/2026 |
| Refined Wealth Management |
Salt Lake City, UT |
4/21/2026 |
| REGATTA CAPITAL GROUP, LLC |
El Segundo, CA |
4/15/2026 |
| Regent Peak Wealth Advisors LLC |
Atlanta, GA |
4/14/2026 |
| Register Financial Advisors LLC |
Atlanta, GA |
4/15/2026 |
| REINHART PARTNERS, LLC. |
Mequon, WI |
4/13/2026 |
| Rempart Asset Management Inc. |
Montreal, Z4 |
4/15/2026 |
| Renaissance Investment Group LLC |
Lenox, MA |
4/15/2026 |
| RESTON WEALTH MANAGEMENT LLC |
Reston, VA |
4/13/2026 |
| Retireful, LLC |
Haslett, MI |
4/15/2026 |
| RETIREMENT GUYS FORMULA LLC |
Maumee, OH |
4/22/2026 |
| Retirement Investment Advisors, Inc. |
Oklahoma City, OK |
4/15/2026 |
| Retirement Management Systems Inc. |
Stevensville, MD |
4/14/2026 |
| RETIREMENT PLANNING GROUP, LLC / NY |
Malta, NY |
4/21/2026 |
| Retirement Wealth Solutions LLC |
Marshfield, WI |
4/7/2026 |
| Revolve Wealth Partners, LLC |
Hackensack, NJ |
4/13/2026 |
| REX Advisers, LLC |
Fairfield, CT |
4/16/2026 |
| RFG Advisory, LLC |
Birmingham, AL |
4/20/2026 |
| RFG HOLDINGS, INC. |
Argyle, TX |
4/16/2026 |
| RF&L WEALTH MANAGEMENT, LLC |
Acton, MA |
4/14/2026 |
| R.H. Dinel Investment Counsel, Inc. |
Los Angeles, CA |
4/15/2026 |
| R.H. Investment Group, LLC |
Scottsdale, AZ |
4/14/2026 |
| Richard Bernstein Advisors LLC |
New York, NY |
4/22/2026 |
| Richard P Slaughter Associates Inc |
Austin, TX |
4/13/2026 |
| RICHARDS, MERRILL & PETERSON, INC. |
Spokane, WA |
4/17/2026 |
| RIDGECREST WEALTH PARTNERS, LLC |
Mill Valley, CA |
4/22/2026 |
| Ridgeline Wealth, LLC |
Mesa, AZ |
4/15/2026 |
| Ridgewood Investments LLC |
Springfield, NJ |
4/3/2026 |
| Rise Advisors, LLC |
Rochester, NY |
4/3/2026 |
| RITHOLTZ WEALTH MANAGEMENT |
New York, NY |
4/20/2026 |
| Riverbend Wealth Management, LLC |
Myrtle Beach, SC |
4/22/2026 |
| RIVERBRIDGE PARTNERS LLC |
Minneapolis, MN |
4/17/2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC |
Flower Mound, TX |
4/20/2026 |
| RIVERSEDGE ADVISORS, LLC |
Wilmington, DE |
4/16/2026 |
| Riverstone Advisors, LLC |
New Braunfels, TX |
4/21/2026 |
| River Street Advisors LLC |
Aurora, IL |
4/21/2026 |
| RiverTree Advisors, LLC |
Winter Park, FL |
4/20/2026 |
| RJA Asset Management LLC |
Stamford, CT |
4/15/2026 |
| RMR Wealth Builders |
Montclair, NJ |
4/22/2026 |
| Roan Capital Partners |
Johnson City, TN |
4/16/2026 |
| Robbins Farley |
Bedford, NH |
4/17/2026 |
| Robeco Institutional Asset Management B.V. |
Rotterdam, P7 |
4/21/2026 |
| Robert B. Daugherty Foundation |
Omaha, NE |
4/1/2026 |
| Roberts Financial Services LLC |
Marquette, MI |
4/15/2026 |
| Roberts Foundation |
San Mateo, CA |
4/20/2026 |
| Roberts Wealth Advisors, LLC |
Palo Alto, CA |
4/8/2026 |
| Robinhood Asset Management, LLC |
Menlo Park, CA |
4/13/2026 |
| Roble, Belko & Company, Inc |
Sewickley, PA |
4/16/2026 |
| Robocap Asset Management Ltd |
London, X0 |
4/16/2026 |
| Rockingstone Advisors LLC |
Great Barrington, MA |
4/9/2026 |
| ROCKLAND TRUST CO |
Hanover, MA |
4/16/2026 |
| ROFFMAN MILLER ASSOCIATES INC /PA/ |
Philadelphia, PA |
4/14/2026 |
| Rolek Wealth Management LLC |
Berwyn, PA |
4/22/2026 |
| ROMANO BROTHERS AND COMPANY |
Evanston, IL |
4/22/2026 |
| Rooted Wealth Advisors, Inc. |
Bourbonnais, IL |
4/21/2026 |
| Rosenberg Matthew Hamilton |
Grand Junction, CO |
4/7/2026 |
| Roth Financial Partners LLC |
Kingwood, TX |
4/21/2026 |
| RoundAngle Advisors LLC |
Red Bank, NJ |
4/8/2026 |
| Round Rock Advisors LLC |
Wilton, CT |
4/7/2026 |
| ROWLANDMILLER & PARTNERS.ADV |
Atlanta, GA |
4/1/2026 |
| Roxbury Financial LLC |
Mount Arlington, NJ |
4/17/2026 |
| Royalty Pharma Sub-Manager, LLC |
New York, NY |
4/1/2026 |
| RPM Capital Partners, LLC |
New York, NY |
4/22/2026 |
| RPOA Advisors, Inc. |
Plano, TX |
4/17/2026 |
| RS CRUM INC. |
Newport Beach, CA |
4/15/2026 |
| RTD Financial Advisors, Inc. |
Philadelphia, PA |
4/13/2026 |
| Runnymede Capital Advisors, Inc. |
Dublin, OH |
4/14/2026 |
| RVW Wealth, LLC |
Los Angeles, CA |
4/8/2026 |
| Rydar Equities, Inc. |
Weatherford, TX |
4/13/2026 |
| Safir Wealth Advisors, LLC |
Greenland, NH |
4/9/2026 |
| Sage Capital Advisors,llc |
Sioux Falls, SD |
4/7/2026 |
| Sage Capital Management, LLC |
Stockton, NJ |
4/15/2026 |
| Sage Financial Management Group, Inc. |
Mclean, VA |
4/21/2026 |
| SageGuard Financial Group, LLC |
Goodlettsville, TN |
4/23/2026 |
| Sage Investment Advisers LLC |
Wappingers Falls, NY |
4/10/2026 |
| SALEM INVESTMENT COUNSELORS INC |
Winston Salem, NC |
4/13/2026 |
| Salus Financial Advisors, LLC |
Colorado Springs, CO |
4/23/2026 |
| Salvus Wealth Management, LLC |
Red Bank, NJ |
4/10/2026 |
| Samalin Investment Counsel, LLC |
Chappaqua, NY |
4/23/2026 |
| Samson Rock Capital LLP |
London, X0 |
4/20/2026 |
| Sanchez Gaunt Capital Management, LLC |
Reno, NV |
4/14/2026 |
| Sandbox Financial Partners, LLC |
Bethesda, MD |
4/8/2026 |
| SANDER CAPITAL ADVISORS INC |
Seattle, WA |
4/16/2026 |
| SANDERS MORRIS HARRIS LLC |
Houston, TX |
4/9/2026 |
| Sandro Wealth Management LLC |
Fairfield, NJ |
4/21/2026 |
| SAPIENT CAPITAL LLC |
Indianapolis, IN |
4/8/2026 |
| Sara-Bay Financial |
Sarasota, FL |
4/17/2026 |
| Sarasin & Partners LLP |
London, X0 |
4/13/2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC |
Atlanta, GA |
4/10/2026 |
| Sarver Vrooman Wealth Advisors |
Kansas City, MO |
4/23/2026 |
| Savior LLC |
Wellesley Hills, MA |
4/21/2026 |
| Sawyer & Company, Inc |
Boston, MA |
4/23/2026 |
| SAX WEALTH ADVISORS, LLC |
Parsippany, NJ |
4/8/2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS |
Bloomington, MN |
4/21/2026 |
| SCHARF INVESTMENTS, LLC |
Los Gatos, CA |
4/13/2026 |
| SC&H Financial Advisors, Inc. |
Hunt Valley, MD |
4/23/2026 |
| Scissortail Wealth Management, LLC |
Tulsa, OK |
4/23/2026 |
| Scott Capital Advisors, LLC |
Portland, OR |
4/15/2026 |
| Scott & Selber, Inc. |
Houston, TX |
4/16/2026 |
| Sculati Wealth Management, LLC |
Bloomfield Hills, MI |
4/9/2026 |
| SeaCrest Wealth Management, LLC |
Purchase, NY |
4/15/2026 |
| SEARCY FINANCIAL SERVICES INC /ADV |
Overland Park, KS |
4/14/2026 |
| SeaTown Holdings Pte. Ltd. |
Singapore, U0 |
4/14/2026 |
| Secure Asset Management, LLC |
Troy, MI |
4/9/2026 |
| Security National Bank |
Omaha, NE |
4/16/2026 |
| S.E.E.D. Planning Group LLC |
Binghamton, NY |
4/23/2026 |
| Seed Wealth Management, Inc. |
Evanston, IL |
4/8/2026 |
| Segment Wealth Management, LLC |
Houston, TX |
4/20/2026 |
| Seilern Investment Management Ltd |
London, X0 |
4/7/2026 |
| Selby Wealth Management, LLC |
Emeryville, CA |
4/9/2026 |
| Sellwood Investment Partners LLC |
Portland, OR |
4/23/2026 |
| SEMITAM BONAM LLC |
Goshen, NY |
4/22/2026 |
| Sendero Wealth Management, LLC |
San Antonio, TX |
4/22/2026 |
| Seneca Financial Advisors LLC |
Rochester, NY |
4/22/2026 |
| Sensenig Capital Advisors, Inc |
Collegeville, PA |
4/14/2026 |
| Sensible Money, LLC |
Scottsdale, AZ |
4/21/2026 |
| SENTINEL PENSION ADVISORS, LLC |
Wakefield, MA |
4/16/2026 |
| Sentry LLC |
Memphis, TN |
4/23/2026 |
| Sequent Planning LLC |
Omaha, NE |
4/21/2026 |
| SevenBridge Financial Group, LLC |
Harrisburg, PA |
4/23/2026 |
| Seven Fleet Capital Management LP |
Mountain View, CA |
4/2/2026 |
| SEVEN MILE ADVISORY |
Ewing, NJ |
4/14/2026 |
| SFG Wealth Management, LLC. |
Towson, MD |
4/23/2026 |
| SFM, LLC |
Manchester, NH |
4/8/2026 |
| SG Americas Securities, LLC |
New York, NY |
4/16/2026 |
| ShankerValleau Wealth Advisors, Inc. |
Skokie, IL |
4/15/2026 |
| Sharkey, Howes & Javer |
Denver, CO |
4/8/2026 |
| Sharper & Granite LLC |
El Segundo, CA |
4/8/2026 |
| S Harris Financial Group, LLC |
San Antonio, TX |
4/21/2026 |
| Shearwater Capital LLC |
Denver, CO |
4/9/2026 |
| SHEETS SMITH WEALTH MANAGEMENT |
Winston Salem, NC |
4/16/2026 |
| Shelter Rock Management, LLC |
Jericho, NY |
4/10/2026 |
| Shepherd Street Advisors LLC |
Larkspur, CA |
4/21/2026 |
| Sherborne Investors Management LP |
New York, NY |
4/17/2026 |
| Sherman Wealth Management LLC |
Gaithersburg, MD |
4/13/2026 |
| Sherrill & Hutchins Financial Advisory, Inc |
Atlanta, GA |
4/22/2026 |
| SHIKIAR ASSET MANAGEMENT INC |
New York, NY |
4/23/2026 |
| Shira Ridge Wealth Management |
Larkspur, CA |
4/13/2026 |
| Shore Point Advisors, LLC |
Brielle, NJ |
4/8/2026 |
| Shotwell Rutter Baer Inc |
Lansing, MI |
4/22/2026 |
| SHRIER WEALTH MANAGEMENT, LLC |
Los Angeles, CA |
4/14/2026 |
| Shulman DeMeo Asset Management LLC |
Lake Success, NY |
4/9/2026 |
| Shum Financial Group, Inc. |
Alameda, CA |
4/22/2026 |
| Sicart Associates LLC |
New York, NY |
4/21/2026 |
| SigFig Wealth Management, LLC |
San Francisco, CA |
4/14/2026 |
| Sightline Wealth Advisors, LLC |
Groton, CT |
4/15/2026 |
| Signal Advisors Wealth, LLC |
Detroit, MI |
4/17/2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
Los Angeles, CA |
4/15/2026 |
| SIGNATUREFD, LLC |
Atlanta, GA |
4/7/2026 |
| Signature Wealth Management Group |
Atlanta, GA |
4/1/2026 |
| Signature Wealth Management Partners, LLC |
Montvale, NJ |
4/21/2026 |
| Significant Wealth Partners LLC |
Cary, IL |
4/8/2026 |
| Silchester International Investors LLP |
London, X0 |
4/14/2026 |
| Silverberg Bernstein Capital Management LLC |
Armonk, NY |
4/16/2026 |