| Elm3 Financial Group, LLC |
2026 Q1
|
4/13/2026 |
| OMNI 360 Wealth, Inc. |
2026 Q1
|
4/13/2026 |
| Wynn Capital, LLC |
2026 Q1
|
4/13/2026 |
| Physician Wealth Solutions Inc. |
2026 Q1
|
4/13/2026 |
| Leibman Financial Services, Inc. |
2026 Q1
|
4/13/2026 |
| White Wing Wealth Management |
2026 Q1
|
4/13/2026 |
| Allen Mooney & Barnes Investment Advisors LLC |
2026 Q1
|
4/13/2026 |
| AdviceOne Advisory Services, LLC |
2026 Q1
|
4/13/2026 |
| Sound Stewardship, LLC |
2026 Q1
|
4/13/2026 |
| CJM Wealth Advisers, Ltd. |
2026 Q1
|
4/13/2026 |
| Armstrong, Fleming & Moore, Inc |
2026 Q1
|
4/13/2026 |
| BURR FINANCIAL SERVICES, LLC |
2026 Q1
|
4/13/2026 |
| Talbot Financial, LLC |
2026 Q1
|
4/13/2026 |
| True Wealth Design, LLC |
2026 Q1
|
4/13/2026 |
| Shira Ridge Wealth Management |
2026 Q1
|
4/13/2026 |
| Centurion Wealth Management LLC |
2026 Q1
|
4/13/2026 |
| Cyndeo Wealth Partners, LLC |
2026 Q1
|
4/13/2026 |
| Plan Group Financial, LLC |
2026 Q1
|
4/13/2026 |
| NOVEM GROUP |
2026 Q1
|
4/13/2026 |
| FIDUCIARY FINANCIAL GROUP, LLC |
2026 Q1
|
4/13/2026 |
| Boyce & Associates Wealth Consulting, Inc. |
2026 Q1
|
4/13/2026 |
| Waycross Investment Management Co |
2026 Q1
|
4/13/2026 |
| Gridiron Partners, LLC |
2026 Q1
|
4/13/2026 |
| Buska Wealth Management, LLC |
2026 Q1
|
4/13/2026 |
| Czech National Bank |
2026 Q1
|
4/13/2026 |
| Conrad Siegel Investment Advisors, Inc. |
2026 Q1
|
4/13/2026 |
| Amplius Wealth Advisors, LLC |
2026 Q1
|
4/13/2026 |
| SPRING CAPITAL MANAGEMENT, LLC |
2026 Q1
|
4/13/2026 |
| Whalen Wealth Management Inc. |
2026 Q1
|
4/13/2026 |
| Bank of New Hampshire |
2026 Q1
|
4/13/2026 |
| FWG Holdings, LLC |
2026 Q1
|
4/13/2026 |
| Lauer Wealth, LLC |
2026 Q1
|
4/13/2026 |
| ADVOCATE GROUP LLC |
2026 Q1
|
4/13/2026 |
| Invariant Investment Management |
2026 Q1
|
4/13/2026 |
| IRONWOOD WEALTH MANAGEMENT, INC. |
2026 Q1
|
4/13/2026 |
| Fractal Investments LLC |
2026 Q1
|
4/13/2026 |
| Cerro Pacific Wealth Advisors LLC |
2026 Q1
|
4/13/2026 |
| E Fund Management Co., Ltd. |
2026 Q1
|
4/13/2026 |
| Sterling Manor Financial, LLC |
2026 Q1
|
4/13/2026 |
| Foster Group, Inc. |
2026 Q1
|
4/13/2026 |
| CGN Advisors LLC |
2026 Q1
|
4/13/2026 |
| Marshall Financial Group, LLC |
2026 Q1
|
4/13/2026 |
| GoalVest Advisory LLC |
2026 Q1
|
4/13/2026 |
| Enclave Advisors LLC |
2026 Q1
|
4/13/2026 |
| WOLFF WIESE MAGANA LLC |
2026 Q1
|
4/13/2026 |
| CATALYST PRIVATE WEALTH, LLC |
2026 Q1
|
4/13/2026 |
| Cordant, Inc. |
2026 Q1
|
4/13/2026 |
| Cypress Point Wealth Management, LLC |
2026 Q1
|
4/13/2026 |
| BNC WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/13/2026 |
| ONE Advisory Partners, LLC |
2026 Q1
|
4/13/2026 |
| Financial Advisory Corp |
2026 Q1
|
4/13/2026 |
| SJBENEN ADVISORY, LLC |
2026 Q1
|
4/13/2026 |
| JACKSON SQUARE CAPITAL, LLC |
2026 Q1
|
4/13/2026 |
| Richard P Slaughter Associates Inc |
2026 Q1
|
4/13/2026 |
| RTD Financial Advisors, Inc. |
2026 Q1
|
4/13/2026 |
| Affinity Capital Advisors, LLC |
2026 Q1
|
4/13/2026 |
| Revolve Wealth Partners, LLC |
2026 Q1
|
4/13/2026 |
| Stolper Co |
2026 Q1
|
4/13/2026 |
| TL Private Wealth |
2026 Q1
|
4/13/2026 |
| Ayrshire Capital Management LLC |
2026 Q1
|
4/13/2026 |
| Sunburst Financial Group, LLC |
2026 Q1 - RESTATEMENT
|
4/13/2026 |
| John W. Brooker & Co., CPAs |
2026 Q1
|
4/13/2026 |
| Bay Rivers Group |
2026 Q1
|
4/13/2026 |
| Professional Financial Advisors, LLC |
2026 Q1
|
4/13/2026 |
| KMG FIDUCIARY PARTNERS, LLC |
2026 Q1
|
4/13/2026 |
| LAKE STREET PRIVATE WEALTH, LLC |
2026 Q1
|
4/13/2026 |
| RESTON WEALTH MANAGEMENT LLC |
2026 Q1
|
4/13/2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC |
2026 Q1
|
4/13/2026 |
| Defender Capital, LLC. |
2026 Q1
|
4/13/2026 |
| Oak Thistle LLC |
2026 Q1
|
4/13/2026 |
| Integris Wealth Management, LLC |
2026 Q1
|
4/13/2026 |
| Winthrop Advisory Group LLC |
2026 Q1
|
4/13/2026 |
| Financial Partners Group, Inc |
2026 Q1
|
4/13/2026 |
| LexAurum Advisors, LLC |
2026 Q1
|
4/13/2026 |
| Hudson Capital Management LLC |
2026 Q1
|
4/13/2026 |
| Successful Portfolios LLC |
2026 Q1
|
4/13/2026 |
| Ullmann Wealth Partners Group, LLC |
2026 Q1
|
4/13/2026 |
| Perennial Advisors, LLC |
2026 Q1
|
4/13/2026 |
| Benson Investment Management Company, Inc. |
2026 Q1
|
4/13/2026 |
| Pettinga Financial Advisors LLC |
2026 Q1
|
4/13/2026 |
| Cascade Investment Advisors, Inc. |
2026 Q1
|
4/13/2026 |
| CMH Wealth Management LLC |
2026 Q1
|
4/13/2026 |
| Ayalon Insurance Comp Ltd. |
2026 Q1
|
4/13/2026 |
| IFP Advisors, Inc |
2026 Q1
|
4/13/2026 |
| Trust Co |
2026 Q1
|
4/13/2026 |
| Neumann Capital Management, LLC |
2026 Q1
|
4/13/2026 |
| Capital Advantage, Inc. |
2026 Q1
|
4/13/2026 |
| Gibraltar Capital Management, Inc. |
2026 Q1
|
4/13/2026 |
| Compass Ion Advisors, LLC |
2026 Q1
|
4/13/2026 |
| Bouchey Financial Group Ltd |
2026 Q1
|
4/13/2026 |
| Opaleye Management Inc. |
2025 Q4 - RESTATEMENT
|
4/13/2026 |
| Wiser Wealth Management, Inc |
2026 Q1
|
4/13/2026 |
| Newman Dignan & Sheerar, Inc. |
2026 Q1
|
4/13/2026 |
| Gradient Investments LLC |
2026 Q1
|
4/13/2026 |
| MKD WEALTH COACHES, LLC |
2026 Q1
|
4/13/2026 |
| Mader & Shannon Wealth Management, Inc. |
2026 Q1
|
4/13/2026 |
| Artemis Investment Management LLP |
2026 Q1
|
4/13/2026 |
| MATHER GROUP, LLC. |
2026 Q1
|
4/13/2026 |
| Baskin Financial Services Inc. |
2026 Q1
|
4/13/2026 |
| Sarasin & Partners LLP |
2026 Q1
|
4/13/2026 |