| 21 West Wealth Management LLC |
2026 Q1
|
4/15/2026 |
| Independence Financial Advisors, LLC |
2026 Q1
|
4/15/2026 |
| QSM Asset Management Ltd |
2026 Q1
|
4/15/2026 |
| GF FUND MANAGEMENT CO. LTD. |
2026 Q1
|
4/15/2026 |
| TEMA ETFS LLC |
2026 Q1
|
4/15/2026 |
| Apex Wealth Management, LLC |
2026 Q1
|
4/15/2026 |
| Eleva Capital SAS |
2026 Q1
|
4/15/2026 |
| Fjell Capital, LLC |
2026 Q1
|
4/15/2026 |
| Wealthcare Capital Partners, LLC |
2026 Q1
|
4/15/2026 |
| PEREGRINE INVESTMENT MANAGEMENT INC |
2026 Q1
|
4/15/2026 |
| WORMSER FRERES GESTION |
2026 Q1
|
4/15/2026 |
| Brady Martz Wealth Solutions, LLC |
2026 Q1
|
4/15/2026 |
| HATCH COVE CAPITAL, LLC |
2026 Q1
|
4/15/2026 |
| Bayforest Capital Ltd |
2026 Q1
|
4/15/2026 |
| Generali Investments CEE, investicni spolecnost, a.s. |
2026 Q1
|
4/15/2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC |
2026 Q1
|
4/15/2026 |
| Hingham Institution for Savings |
2026 Q1
|
4/15/2026 |
| Optivise Advisory Services LLC |
2026 Q1
|
4/15/2026 |
| Code Waechter LLC |
2026 Q1
|
4/15/2026 |
| Avanza Fonder AB |
2026 Q1
|
4/15/2026 |
| Sage Capital Management, LLC |
2026 Q1
|
4/15/2026 |
| Stanich Group LLC |
2026 Q1
|
4/15/2026 |
| Marathon Strategic Advisors, LLC |
2026 Q1
|
4/15/2026 |
| DEFINE FINANCIAL, LLC |
2026 Q1
|
4/15/2026 |
| DLK Investment Management, LLC |
2026 Q1
|
4/15/2026 |
| Pullen Investment Management, LLC |
2026 Q1
|
4/15/2026 |
| DecisionMap Wealth Management, LLC |
2026 Q1
|
4/15/2026 |
| Peoples Bank/KS |
2026 Q1
|
4/15/2026 |
| IAMS WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/15/2026 |
| Park Capital Management, LLC / WI |
2026 Q1
|
4/15/2026 |
| Slocum, Gordon & Co LLP |
2026 Q1
|
4/15/2026 |
| NORDEN GROUP LLC |
2026 Q1
|
4/15/2026 |
| LongView Wealth Management |
2026 Q1
|
4/15/2026 |
| Trellis Wealth Advisors LLC |
2026 Q1
|
4/15/2026 |
| Corundum Trust Company, INC |
2026 Q1
|
4/15/2026 |
| ELEVATUS WELATH MANAGEMENT |
2026 Q1
|
4/15/2026 |
| Eaton Financial Holdings Company, LLC |
2026 Q1
|
4/15/2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC |
2026 Q1
|
4/15/2026 |
| JP Wealth Management, Inc. |
2026 Q1
|
4/15/2026 |
| FFG RETIREMENT ADVISORS LLC |
2026 Q1
|
4/15/2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC |
2026 Q1
|
4/15/2026 |
| Massachusetts Wealth Management |
2026 Q1
|
4/15/2026 |
| MILESTONE ASSET MANAGEMENT, LLC |
2026 Q1
|
4/15/2026 |
| Koesten, Hirschmann & Crabtree, INC. |
2026 Q1
|
4/15/2026 |
| Register Financial Advisors LLC |
2026 Q1
|
4/15/2026 |
| Mainsail Financial Group, LLC |
2026 Q1
|
4/15/2026 |
| Verum Partners LLC |
2026 Q1
|
4/15/2026 |
| Retirement Investment Advisors, Inc. |
2026 Q1
|
4/15/2026 |
| Johnson & White Wealth Management, LLC |
2026 Q1
|
4/15/2026 |
| CYPRESS FINANCIAL PLANNING LLC |
2026 Q1
|
4/15/2026 |
| Ridgeline Wealth, LLC |
2026 Q1
|
4/15/2026 |
| Hutchens & Kramer Investment Management Group, LLC |
2026 Q1
|
4/15/2026 |
| Retireful, LLC |
2026 Q1
|
4/15/2026 |
| APS Management Group, Inc. |
2026 Q1
|
4/15/2026 |
| REGATTA CAPITAL GROUP, LLC |
2026 Q1
|
4/15/2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC |
2026 Q1
|
4/15/2026 |
| KRS Capital Management, LLC |
2026 Q1
|
4/15/2026 |
| DIXON FNANCIAL SERVICES, INC. |
2026 Q1
|
4/15/2026 |
| Zullo Investment Group, Inc. |
2026 Q1
|
4/15/2026 |
| JOURNEY STRATEGIC WEALTH LLC |
2026 Q1
|
4/15/2026 |
| Midwest Heritage Bank, FSB |
2026 Q1
|
4/15/2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC |
2026 Q1
|
4/15/2026 |
| Scott Capital Advisors, LLC |
2026 Q1
|
4/15/2026 |
| ShankerValleau Wealth Advisors, Inc. |
2026 Q1
|
4/15/2026 |
| Badgley Phelps Wealth Managers, LLC |
2026 Q1
|
4/15/2026 |
| ARS Wealth Advisors Group, LLC |
2026 Q1
|
4/15/2026 |
| Activest Wealth Management |
2026 Q1
|
4/15/2026 |
| Heirloom Wealth Management |
2026 Q1
|
4/15/2026 |
| MOTIVE WEALTH ADVISORS |
2026 Q1
|
4/15/2026 |
| Capitol Family Office, Inc. |
2026 Q1
|
4/15/2026 |
| Myriad Asset Management US LP |
2026 Q1
|
4/15/2026 |
| Buttonwood Financial Group, LLC |
2026 Q1
|
4/15/2026 |
| Rempart Asset Management Inc. |
2026 Q1
|
4/15/2026 |
| Purus Wealth Management, LLC |
2026 Q1
|
4/15/2026 |
| Curran Financial Partners, LLC |
2026 Q1
|
4/15/2026 |
| Sightline Wealth Advisors, LLC |
2026 Q1
|
4/15/2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC |
2026 Q1
|
4/15/2026 |
| Snider Financial Group |
2026 Q1
|
4/15/2026 |
| Sowa Financial Group, Inc. |
2026 Q1
|
4/15/2026 |
| Bright Futures Wealth Management, LLC. |
2026 Q1
|
4/15/2026 |
| Asio Capital, LLC |
2026 Q1
|
4/15/2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC |
2026 Q1
|
4/15/2026 |
| CLIENT 1ST ADVISORY GROUP, LLC |
2026 Q1
|
4/15/2026 |
| Alhambra Investment Management LLC |
2026 Q1
|
4/15/2026 |
| Single Point Partners, LLC |
2026 Q1
|
4/15/2026 |
| Birch Capital Management, LLC |
2026 Q1
|
4/15/2026 |
| HILLTOP WEALTH ADVISORS, LLC |
2026 Q1
|
4/15/2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC |
2026 Q1
|
4/15/2026 |
| Brendel Financial Advisors LLC |
2026 Q1
|
4/15/2026 |
| Wolff Financial Management LLC |
2026 Q1
|
4/15/2026 |
| Roberts Financial Services LLC |
2026 Q1
|
4/15/2026 |
| Bernardo Wealth Planning LLC |
2026 Q1
|
4/15/2026 |
| Meridian Financial Partners LLC |
2026 Q1
|
4/15/2026 |
| Targeted Financial Services LLC |
2026 Q1
|
4/15/2026 |
| FNY Investment Advisers, LLC |
2026 Q1
|
4/15/2026 |
| Braun-Bostich & Associates Inc. |
2026 Q1
|
4/15/2026 |
| Avondale Wealth Management |
2026 Q1
|
4/15/2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. |
2026 Q1
|
4/15/2026 |
| Uncommon Cents Investing LLC |
2026 Q1
|
4/15/2026 |
| Rainwater Charitable Foundation |
2026 Q1
|
4/15/2026 |