| Boston Standard Wealth Management, LLC |
2026 Q1
|
4/20/2026 |
| Lancaster Investment Management |
2026 Q1
|
4/20/2026 |
| Cardano Risk Management B.V. |
2026 Q1
|
4/20/2026 |
| BTC Capital Management, Inc. |
2026 Q1
|
4/20/2026 |
| Trust Asset Management LLC |
2026 Q1
|
4/20/2026 |
| Eagle Capital Management, LLC |
2026 Q1
|
4/20/2026 |
| Friedenthal Financial |
2026 Q1
|
4/20/2026 |
| Roberts Foundation |
2026 Q1
|
4/20/2026 |
| Focused Wealth Management, Inc |
2026 Q1
|
4/20/2026 |
| NAPLES GLOBAL ADVISORS, LLC |
2026 Q1
|
4/20/2026 |
| LVW Advisors, LLC |
2026 Q1
|
4/20/2026 |
| Segment Wealth Management, LLC |
2026 Q1
|
4/20/2026 |
| Assenagon Asset Management S.A. |
2026 Q1
|
4/20/2026 |
| Benefit Street Partners LLC |
2026 Q1
|
4/20/2026 |
| Triangle Securities Wealth Management |
2026 Q1
|
4/20/2026 |
| Louisiana State Employees Retirement System |
2026 Q1
|
4/20/2026 |
| Greenstone Partners, L.P. |
2025 Q3 - RESTATEMENT
|
4/20/2026 |
| Corundum Group, Inc. |
2026 Q1
|
4/20/2026 |
| McKinley Carter Wealth Services, Inc. |
2026 Q1
|
4/20/2026 |
| Nexus Investment Management ULC |
2026 Q1
|
4/20/2026 |
| BROWN, LISLE/CUMMINGS, INC. |
2026 Q1
|
4/20/2026 |
| Beach Point Capital Management LP |
2026 Q1
|
4/20/2026 |
| Barton Investment Management |
2026 Q1
|
4/20/2026 |
| State of Alaska, Department of Revenue |
2026 Q1
|
4/20/2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. |
2026 Q1
|
4/20/2026 |
| White Pine Investment CO |
2026 Q1
|
4/20/2026 |
| Guild Investment Management, Inc. |
2026 Q1
|
4/20/2026 |
| Yorktown Management & Research Co Inc |
2026 Q1
|
4/20/2026 |
| First American Bank |
2026 Q1
|
4/20/2026 |
| DOCK STREET ASSET MANAGEMENT INC |
2026 Q1
|
4/20/2026 |
| DAVIDSON TRUST CO |
2026 Q1
|
4/20/2026 |
| TRUST CO OF OKLAHOMA |
2026 Q1
|
4/20/2026 |
| SILVER OAK SECURITIES, INCORPORATED |
2026 Q1
|
4/20/2026 |
| PEOPLES FINANCIAL SERVICES CORP. |
2026 Q1
|
4/20/2026 |
| COURIER CAPITAL LLC |
2026 Q1
|
4/20/2026 |
| STEPH & CO |
2026 Q1
|
4/17/2026 |
| Matthew Goff Investment Advisor, LLC |
2026 Q1
|
4/17/2026 |
| GUYASUTA INVESTMENT ADVISORS INC |
2026 Q1
|
4/17/2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV |
2026 Q1
|
4/17/2026 |
| RICHARDS, MERRILL & PETERSON, INC. |
2026 Q1
|
4/17/2026 |
| KIRR MARBACH & CO LLC /IN/ |
2026 Q1
|
4/17/2026 |
| DEMMING FINANCIAL SERVICES CORP /ADV |
2026 Q1
|
4/17/2026 |
| CENTRAL TRUST Co |
2026 Q1
|
4/17/2026 |
| Capital Squared Financial LLC |
2025 Q4
|
4/17/2026 |
| Capital Squared Financial LLC |
2025 Q3
|
4/17/2026 |
| Capital Squared Financial LLC |
2025 Q2
|
4/17/2026 |
| Athena Wealth Management, LLC |
2026 Q1
|
4/17/2026 |
| Athena Wealth Management, LLC |
2025 Q4
|
4/17/2026 |
| Braeburn Wealth Management LLC |
2026 Q1
|
4/17/2026 |
| Stonebridge Financial Group, LLC / MO |
2026 Q1
|
4/17/2026 |
| Tencap Wealth Coaching, LLC |
2026 Q1
|
4/17/2026 |
| ANCHYRA PARTNERS LLC |
2026 Q1
|
4/17/2026 |
| PSP Research LLC |
2026 Q1
|
4/17/2026 |
| 55 North Private Wealth, LLC |
2026 Q1
|
4/17/2026 |
| BUFFALO BUSINESS & ESTATE SERVICES LTD |
2026 Q1
|
4/17/2026 |
| PMG Family Office LLC |
2026 Q1
|
4/17/2026 |
| Clear Trail Advisors, LLC |
2026 Q1
|
4/17/2026 |
| IFC & Insurance Marketing, Inc. |
2026 Q1
|
4/17/2026 |
| Berman McAleer LLC |
2026 Q1
|
4/17/2026 |
| BAM Wealth Management, LLC |
2026 Q1
|
4/17/2026 |
| Harbour Wealth Management Group, Inc. |
2026 Q1
|
4/17/2026 |
| BIRCH FINANCIAL GROUP, LLC |
2026 Q1
|
4/17/2026 |
| Nautilus Advisors LLC |
2026 Q1
|
4/17/2026 |
| Stonebridge Wealth Management, LLC |
2026 Q1
|
4/17/2026 |
| RAINIER FAMILY WEALTH INC |
2026 Q1
|
4/17/2026 |
| Forefront Wealth Partners, LLC |
2026 Q1
|
4/17/2026 |
| Legacy Wealth Partners, LLC |
2026 Q1
|
4/17/2026 |
| Phil A. Younker & Associates, Ltd. |
2026 Q1
|
4/17/2026 |
| Greenbush Financial Group, LLC |
2026 Q1
|
4/17/2026 |
| PKO Investment Management Joint-Stock Co |
2026 Q1
|
4/17/2026 |
| AGP FRANKLIN, LLC |
2026 Q1
|
4/17/2026 |
| Aspire Growth Partners LLC |
2026 Q1
|
4/17/2026 |
| Roxbury Financial LLC |
2026 Q1
|
4/17/2026 |
| Kentucky Trust Co |
2026 Q1
|
4/17/2026 |
| PMG Wealth Management, Inc. |
2026 Q1
|
4/17/2026 |
| McHugh Group, LLC |
2026 Q1
|
4/17/2026 |
| Cache Advisors, LLC |
2026 Q1
|
4/17/2026 |
| Kaufman Rossin Wealth, LLC |
2026 Q1
|
4/17/2026 |
| Murphy & Mullick Capital Management Corp |
2026 Q1
|
4/17/2026 |
| FFG Partners, LLC |
2026 Q1
|
4/17/2026 |
| Kennebec Savings Bank |
2026 Q1
|
4/17/2026 |
| Mainstream Capital Management LLC |
2026 Q1
|
4/17/2026 |
| Five Pine Wealth Management |
2026 Q1
|
4/17/2026 |
| Old North State Wealth Management, LLC |
2026 Q1
|
4/17/2026 |
| Integrated Capital Management, LLC |
2026 Q1
|
4/17/2026 |
| PARAGON CAPITAL MANAGEMENT INC |
2026 Q1
|
4/17/2026 |
| HAMILTON CAPITAL PARTNERS, LLC |
2026 Q1
|
4/17/2026 |
| Summit Wealth Partners, LLC |
2026 Q1
|
4/17/2026 |
| ZynergyRetirementPlanningLLC |
2026 Q1
|
4/17/2026 |
| New Covenant Trust Company, N.A. |
2026 Q1
|
4/17/2026 |
| SWP FINANCIAL LLC |
2026 Q1
|
4/17/2026 |
| Ballentine Capital Advisors, Inc |
2026 Q1
|
4/17/2026 |
| Signal Advisors Wealth, LLC |
2026 Q1
|
4/17/2026 |
| Discipline Wealth Solutions, LLC |
2026 Q1
|
4/17/2026 |
| United Advisor Group, LLC |
2026 Q1
|
4/17/2026 |
| VISIONARY HORIZONS, LLC |
2026 Q1
|
4/17/2026 |
| Marathon Mission, Inc. |
2026 Q1
|
4/17/2026 |
| Kure Advisory, LLC |
2026 Q1
|
4/17/2026 |
| UNION SAVINGS BANK |
2026 Q1
|
4/17/2026 |
| LMG Wealth Partners, LLC |
2026 Q1
|
4/17/2026 |