| Choice Wealth Advisors LLC |
2026 Q1
|
4/9/2026 |
| TruWealth Advisors, LLC |
2026 Q1
|
4/9/2026 |
| Baron Financial Group, LLC |
2026 Q1
|
4/9/2026 |
| Planned Solutions, Inc. |
2026 Q1
|
4/9/2026 |
| Safir Wealth Advisors, LLC |
2026 Q1
|
4/9/2026 |
| Praetorian Wealth Management, Inc. |
2026 Q1
|
4/9/2026 |
| TrueWealth Advisors, LLC |
2026 Q1
|
4/9/2026 |
| Veracity Capital LLC |
2026 Q1
|
4/9/2026 |
| Sculati Wealth Management, LLC |
2026 Q1
|
4/9/2026 |
| Wealth Quarterback LLC |
2026 Q1
|
4/9/2026 |
| LPWM LLC |
2026 Q1
|
4/9/2026 |
| Secure Asset Management, LLC |
2026 Q1
|
4/9/2026 |
| Pacifica Partners Inc. |
2026 Q1
|
4/9/2026 |
| EPIQ PARTNERS, LLC |
2026 Q1
|
4/9/2026 |
| Red Spruce Capital, LLC |
2026 Q1
|
4/9/2026 |
| IFG Advisors, LLC |
2026 Q1
|
4/9/2026 |
| Curated Wealth Partners LLC |
2026 Q1
|
4/9/2026 |
| Shulman DeMeo Asset Management LLC |
2026 Q1
|
4/9/2026 |
| Lantz Financial LLC |
2026 Q1
|
4/9/2026 |
| CRA Financial Services, LLC |
2026 Q1
|
4/9/2026 |
| VERITY Wealth Advisors |
2026 Q1
|
4/9/2026 |
| WestHill Financial Advisors, Inc. |
2026 Q1
|
4/9/2026 |
| Wealth Alliance Advisory Group, LLC |
2026 Q1
|
4/9/2026 |
| Elmwood Wealth Management, Inc. |
2026 Q1
|
4/9/2026 |
| Peterson Wealth Advisors, LLC |
2026 Q1
|
4/9/2026 |
| Freestate Advisors LLC |
2026 Q1
|
4/9/2026 |
| KWMG, LLC |
2026 Q1
|
4/9/2026 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC |
2026 Q1
|
4/9/2026 |
| Teamwork Financial Advisors, LLC |
2026 Q1
|
4/9/2026 |
| McNamara Financial Services, Inc. |
2026 Q1
|
4/9/2026 |
| Avior Wealth Management, LLC |
2026 Q1
|
4/9/2026 |
| WALNUT PRIVATE EQUITY PARTNERS, LLC |
2026 Q1
|
4/9/2026 |
| Keystone Financial Planning, Inc. |
2026 Q1
|
4/9/2026 |
| Goelzer Investment Management, Inc. |
2026 Q1
|
4/9/2026 |
| PINKERTON WEALTH, LLC |
2026 Q1
|
4/9/2026 |
| General Motors Holdings LLC |
2026 Q1
|
4/9/2026 |
| Mechanics Bank Trust Department |
2026 Q1
|
4/9/2026 |
| Cutter & CO Brokerage, Inc. |
2026 Q1
|
4/9/2026 |
| Arlington Partners LLC |
2026 Q1
|
4/9/2026 |
| Point Windward Advisors Inc. |
2026 Q1
|
4/9/2026 |
| Acropolis Investment Management, LLC |
2026 Q1
|
4/9/2026 |
| Boit C F David |
2026 Q1
|
4/9/2026 |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC |
2026 Q1
|
4/9/2026 |
| Overbrook Management Corp |
2026 Q1
|
4/9/2026 |
| TEALWOOD ASSET MANAGEMENT INC |
2026 Q1
|
4/9/2026 |
| KELLY FINANCIAL GROUP LLC |
2026 Q1
|
4/9/2026 |
| MOODY NATIONAL BANK TRUST DIVISION |
2026 Q1
|
4/9/2026 |
| SANDERS MORRIS HARRIS LLC |
2026 Q1
|
4/9/2026 |
| TOMPKINS FINANCIAL CORP |
2026 Q1
|
4/9/2026 |
| DOLIVER ADVISORS, LP |
2026 Q1
|
4/8/2026 |
| AVITY INVESTMENT MANAGEMENT INC. |
2026 Q1
|
4/8/2026 |
| DUDLEY & SHANLEY, INC. |
2026 Q1
|
4/8/2026 |
| ORRSTOWN FINANCIAL SERVICES INC |
2026 Q1
|
4/8/2026 |
| CANANDAIGUA NATIONAL CORP |
2026 Q1
|
4/8/2026 |
| ECLECTIC ASSOCIATES INC /ADV |
2026 Q1
|
4/8/2026 |
| Unify Financial Advisors |
2025 Q4
|
4/8/2026 |
| RED REEF ADVISORS LLC |
2025 Q4
|
4/8/2026 |
| WLTH Capital Management, LLC |
2026 Q1
|
4/8/2026 |
| Civilization Ventures Management, LLC |
2025 Q4
|
4/8/2026 |
| Castlefield Investment Partners LLP |
2025 Q4 - RESTATEMENT
|
4/8/2026 |
| Winter & Associates, Inc. |
2026 Q1
|
4/8/2026 |
| High Point Wealth Management, LLC |
2026 Q1
|
4/8/2026 |
| PBU - The Pension Fund of Early Childhood & Youth Educators |
2026 Q1
|
4/8/2026 |
| Asempa Wealth Advisors |
2026 Q1
|
4/8/2026 |
| Cambridge Financial Group, LLC |
2026 Q1
|
4/8/2026 |
| Beacon Financial Strategies CORP |
2026 Q1
|
4/8/2026 |
| Wealth Science Advisors LLC |
2026 Q1
|
4/8/2026 |
| Prospera Capital Management, LLC |
2026 Q1
|
4/8/2026 |
| Holos Integrated Wealth LLC |
2026 Q1
|
4/8/2026 |
| Gladwyn Financial Advisors, Inc. |
2026 Q1
|
4/8/2026 |
| Amanah Holdings Trust |
2026 Q1
|
4/8/2026 |
| Wisconsin Wealth Advisors, LLC |
2026 Q1
|
4/8/2026 |
| BIRCHBROOK, INC. |
2026 Q1
|
4/8/2026 |
| Wealth Enhancement Trust Services, Inc. |
2026 Q1
|
4/8/2026 |
| TOWER TRUST & INVESTMENT Co |
2026 Q1
|
4/8/2026 |
| Infinity Wealth Counsel, LLC |
2026 Q1
|
4/8/2026 |
| MB, LEVIS & ASSOCIATES, LLC |
2026 Q1
|
4/8/2026 |
| SFM, LLC |
2026 Q1
|
4/8/2026 |
| NESTEGG ADVISORS, INC. |
2026 Q1
|
4/8/2026 |
| Charis Legacy Partners, LLC |
2026 Q1
|
4/8/2026 |
| Post Resch Tallon Group Inc. |
2026 Q1
|
4/8/2026 |
| Aurelius Family Office LLC |
2026 Q1
|
4/8/2026 |
| Panoramic Capital Partners, LLC |
2026 Q1
|
4/8/2026 |
| Archer Investment Management, LLC |
2026 Q1
|
4/8/2026 |
| RoundAngle Advisors LLC |
2026 Q1
|
4/8/2026 |
| Longboard Asset Management, LP |
2026 Q1
|
4/8/2026 |
| Pines Wealth Management, LLC |
2026 Q1
|
4/8/2026 |
| Hardin Capital Partners, LLC |
2026 Q1
|
4/8/2026 |
| Central Pacific Bank - Trust Division |
2026 Q1
|
4/8/2026 |
| Heritage Family Offices, LLP |
2026 Q1
|
4/8/2026 |
| JBR Co Financial Management Inc |
2026 Q1
|
4/8/2026 |
| IMZ Advisory Inc |
2026 Q1
|
4/8/2026 |
| Lakeridge Wealth Management LLC |
2026 Q1
|
4/8/2026 |
| Partnership Wealth Management, LLC |
2026 Q1
|
4/8/2026 |
| Stonebridge Financial Group, LLC |
2026 Q1
|
4/8/2026 |
| StoneCrest Wealth Management, Inc. |
2026 Q1
|
4/8/2026 |
| Exchange Bank |
2026 Q1
|
4/8/2026 |
| Werlinich Asset Management, LLC |
2026 Q1
|
4/8/2026 |
| SAPIENT CAPITAL LLC |
2026 Q1
|
4/8/2026 |
| Arlington Trust Co LLC |
2026 Q1
|
4/8/2026 |