| BENDER ROBERT & ASSOCIATES |
2026 Q1
|
4/23/2026 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC |
2026 Q1
|
4/23/2026 |
| PERKINS CAPITAL MANAGEMENT INC |
2026 Q1
|
4/23/2026 |
| WENDELL DAVID ASSOCIATES INC |
2026 Q1
|
4/23/2026 |
| MANCHESTER FINANCIAL INC |
2026 Q1
|
4/23/2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC |
2026 Q1
|
4/23/2026 |
| Unify Financial Advisors |
2026 Q1
|
4/23/2026 |
| KRM WEALTH MANAGEMENT L.L.C. |
2026 Q1
|
4/23/2026 |
| Capital Investment Management, Inc. |
2026 Q1
|
4/23/2026 |
| OakTrust Wealth Advisors, LLC |
2026 Q1
|
4/23/2026 |
| Integrated Wealth Management |
2026 Q1
|
4/23/2026 |
| Macco Financial Group, Inc. |
2026 Q1
|
4/23/2026 |
| Keenan, LLC |
2026 Q1
|
4/23/2026 |
| Johnson Wealth Management, LLC |
2026 Q1
|
4/23/2026 |
| NewCorp Financial Services, Inc. |
2026 Q1
|
4/23/2026 |
| McMillan Office, Inc. |
2026 Q1
|
4/23/2026 |
| BluePrint Investing LLC |
2026 Q1
|
4/23/2026 |
| Carroll Advisory Group, LLC |
2026 Q1
|
4/23/2026 |
| Omnitrust Wealth Management, Inc |
2026 Q1
|
4/23/2026 |
| Eagle Wealth Advisors LLC |
2026 Q1
|
4/23/2026 |
| Fortune Financial Group, Inc. |
2026 Q1
|
4/23/2026 |
| TICINO WEALTH |
2026 Q1
|
4/23/2026 |
| Daviman Financial, LLC |
2026 Q1
|
4/23/2026 |
| Sinvest Investments II Ltd. |
2026 Q1
|
4/23/2026 |
| Guardian Wealth Management, LLC |
2026 Q1
|
4/23/2026 |
| ICG Advisors, LLC |
2026 Q1 - RESTATEMENT
|
4/23/2026 |
| Element Squared LLC |
2026 Q1
|
4/23/2026 |
| SUMMIT WEALTH GROUP LLC / CO |
2026 Q1
|
4/23/2026 |
| Traub Capital Management LLC |
2026 Q1
|
4/23/2026 |
| Sarver Vrooman Wealth Advisors |
2025 Q4 - RESTATEMENT
|
4/23/2026 |
| Walleye Partners, LLC |
2026 Q1
|
4/23/2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS |
2026 Q1
|
4/23/2026 |
| Kagan Cocozza Asset Management |
2026 Q1
|
4/23/2026 |
| Avant Financial Advisors LLC |
2026 Q1
|
4/23/2026 |
| MEMBERS WEALTH LLC |
2026 Q1
|
4/23/2026 |
| Lansforsakringar Fondforvaltning AB (publ) |
2026 Q1
|
4/23/2026 |
| Comprehensive Money Management Services LLC |
2026 Q1
|
4/23/2026 |
| Three Magnolias Financial Advisors, LLC |
2026 Q1
|
4/23/2026 |
| Salus Financial Advisors, LLC |
2026 Q1
|
4/23/2026 |
| ASK CAPITAL MANAGEMENT, LLC |
2026 Q1
|
4/23/2026 |
| Graver Capital Management, LLC |
2026 Q1
|
4/23/2026 |
| MASTER'S WEALTH MANAGEMENT INC. |
2026 Q1
|
4/23/2026 |
| St. Clair Advisors, LLC |
2026 Q1
|
4/23/2026 |
| Catalyst Investment Management LLC |
2026 Q1
|
4/23/2026 |
| Davidson Kahn Capital Management, LLC |
2026 Q1
|
4/23/2026 |
| BXM Wealth LLC |
2026 Q1
|
4/23/2026 |
| Inman Jager Wealth Management, LLC |
2026 Q1
|
4/23/2026 |
| Asset Planning,Inc |
2026 Q1
|
4/23/2026 |
| Finley Financial, LLC |
2026 Q1
|
4/23/2026 |
| SMART Wealth LLC |
2026 Q1
|
4/23/2026 |
| HOWARD BAILEY SECURITIES, LLC |
2026 Q1
|
4/23/2026 |
| Oregon Pacific Wealth Management, LLC |
2026 Q1
|
4/23/2026 |
| Lighthouse Wealth Management Inc. |
2026 Q1
|
4/23/2026 |
| WealthPoint Financial, LLC |
2026 Q1
|
4/23/2026 |
| VISTA INVESTMENT PARTNERS II, LLC |
2026 Q1
|
4/23/2026 |
| Capital Investment Counsel, LLC |
2026 Q1
|
4/23/2026 |
| Drucker Wealth 3.0, LLC |
2026 Q1
|
4/23/2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. |
2026 Q1
|
4/23/2026 |
| HFG Wealth Management, LLC |
2026 Q1
|
4/23/2026 |
| Pathway Financial Advisers, LLC |
2026 Q1
|
4/23/2026 |
| Investment Planning Advisors, Inc. |
2026 Q1
|
4/23/2026 |
| Fairway Wealth LLC |
2026 Q1
|
4/23/2026 |
| Catalina Capital Group, LLC |
2026 Q1
|
4/23/2026 |
| Fairman Group, LLC |
2026 Q1
|
4/23/2026 |
| Avise Financial Cooperative, Inc. |
2026 Q1
|
4/23/2026 |
| Silver Coast Investments LLC |
2026 Q1
|
4/23/2026 |
| Private Wealth Management Group, LLC |
2026 Q1
|
4/23/2026 |
| CONSCIOUS WEALTH INVESTMENTS, LLC |
2026 Q1
|
4/23/2026 |
| Arbor Wealth Advisors LLC |
2026 Q1
|
4/23/2026 |
| BALANCED WEALTH GROUP LLC |
2026 Q1
|
4/23/2026 |
| Capital Management Associates, Inc |
2026 Q1
|
4/23/2026 |
| Foundry Financial Group, Inc. |
2026 Q1
|
4/23/2026 |
| Sentry LLC |
2026 Q1
|
4/23/2026 |
| Premier Path Wealth Partners, LLC |
2026 Q1
|
4/23/2026 |
| Kampmann Melissa S. |
2026 Q1
|
4/23/2026 |
| DORVAL Corp |
2026 Q1
|
4/23/2026 |
| Wheelhouse Advisory Group LLC |
2026 Q1
|
4/23/2026 |
| Etesian Wealth Advisors, Inc. |
2026 Q1
|
4/23/2026 |
| Equita Financial Network, Inc. |
2026 Q1
|
4/23/2026 |
| MN Wealth Advisors, LLC |
2026 Q1
|
4/23/2026 |
| Dupree Financial Group, LLC |
2026 Q1
|
4/23/2026 |
| Impact Partnership Wealth, LLC |
2026 Q1
|
4/23/2026 |
| 3Chopt Investment Partners, LLC |
2026 Q1
|
4/23/2026 |
| Noble Family Wealth, LLC |
2026 Q1 - RESTATEMENT
|
4/23/2026 |
| O'Connor Financial Group LLC |
2026 Q1
|
4/23/2026 |
| iA Global Asset Management Inc. |
2026 Q1
|
4/23/2026 |
| Midwest Financial Partners Investments, Inc. |
2026 Q1
|
4/23/2026 |
| Granite Harbor Advisors, Inc. |
2026 Q1
|
4/23/2026 |
| Lakewood Asset Management LLC |
2026 Q1
|
4/23/2026 |
| QUARRY HILL ADVISORS, LLC |
2026 Q1
|
4/23/2026 |
| Marmo Financial Group, LLC |
2026 Q1
|
4/23/2026 |
| Glass Jacobson Investment Advisors llc |
2026 Q1
|
4/23/2026 |
| PPSC Investment Service Corp |
2026 Q1
|
4/23/2026 |
| Family Capital Management, Inc. |
2026 Q1
|
4/23/2026 |
| Western Financial Corp/CA |
2026 Q1
|
4/23/2026 |
| AJ Advisors, LLC |
2026 Q1
|
4/23/2026 |
| Essential Planning, LLC. |
2026 Q1
|
4/23/2026 |
| Sterling Wealth Advisors Inc |
2026 Q1
|
4/23/2026 |
| Financial Guidance Group, Inc. |
2026 Q1
|
4/23/2026 |
| Summit Investment Advisory Services, LLC |
2026 Q1
|
4/23/2026 |