| DiNuzzo Private Wealth, Inc. |
2026 Q1
|
4/8/2026 |
| MYECFO, LLC |
2026 Q1
|
4/8/2026 |
| Eldred Rock Partners, LLC |
2026 Q1
|
4/8/2026 |
| Pioneer Wealth Management Group |
2026 Q1
|
4/8/2026 |
| BRADY FAMILY WEALTH, LLC |
2026 Q1
|
4/8/2026 |
| Ausbil Investment Management Ltd |
2026 Q1
|
4/8/2026 |
| BOS Asset Management, LLC |
2026 Q1
|
4/8/2026 |
| Significant Wealth Partners LLC |
2026 Q1
|
4/8/2026 |
| DOVER ADVISORS, LLC |
2026 Q1
|
4/8/2026 |
| Seed Wealth Management, Inc. |
2026 Q1
|
4/8/2026 |
| Sharper & Granite LLC |
2026 Q1
|
4/8/2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. |
2026 Q1
|
4/8/2026 |
| Presidio Capital Management, LLC |
2026 Q1
|
4/8/2026 |
| Quantum Financial Advisors, LLC |
2026 Q1
|
4/8/2026 |
| WARNER FINANCIAL, INC |
2026 Q1
|
4/8/2026 |
| Bill Few Associates, Inc. |
2026 Q1
|
4/8/2026 |
| PURSUE WEALTH PARTNERS LLC |
2026 Q1
|
4/8/2026 |
| Spinnaker Investment Group, LLC |
2026 Q1
|
4/8/2026 |
| WEALTHSPAN PARTNERS, LLC |
2026 Q1
|
4/8/2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP |
2026 Q1
|
4/8/2026 |
| Ervin Investment Management, LLC |
2026 Q1
|
4/8/2026 |
| Shore Point Advisors, LLC |
2026 Q1
|
4/8/2026 |
| Melone Private Wealth, LLC |
2026 Q1
|
4/8/2026 |
| NorthCrest Asset Manangement, LLC |
2026 Q1
|
4/8/2026 |
| Roberts Wealth Advisors, LLC |
2026 Q1
|
4/8/2026 |
| Fermata Advisors, LLC |
2026 Q1
|
4/8/2026 |
| AAFMAA Wealth Management & Trust LLC |
2026 Q1
|
4/8/2026 |
| Legacy Wealth Asset Management, LLC |
2026 Q1
|
4/8/2026 |
| SAX WEALTH ADVISORS, LLC |
2026 Q1
|
4/8/2026 |
| FOCUS Wealth Advisors, LLC |
2026 Q1
|
4/8/2026 |
| Sandbox Financial Partners, LLC |
2026 Q1
|
4/8/2026 |
| West Financial Advisors, LLC |
2026 Q1
|
4/8/2026 |
| Bond & Devick Financial Network, Inc. |
2026 Q1
|
4/8/2026 |
| MMA ASSET MANAGEMENT LLC |
2026 Q1
|
4/8/2026 |
| Accel Wealth Management |
2026 Q1
|
4/8/2026 |
| David J Yvars Group |
2026 Q1
|
4/8/2026 |
| Capital Advisors Wealth Management, LLC |
2026 Q1
|
4/8/2026 |
| KWB Wealth |
2026 Q1
|
4/8/2026 |
| Systrade AG |
2026 Q1
|
4/8/2026 |
| Northstar Advisory Group, LLC |
2026 Q1
|
4/8/2026 |
| Whitcomb & Hess, Inc. |
2026 Q1
|
4/8/2026 |
| Cadent Capital Advisors, LLC |
2026 Q1
|
4/8/2026 |
| McNaughton Wealth Management, LLC |
2026 Q1
|
4/8/2026 |
| Hummer Financial Advisory Services Inc |
2026 Q1
|
4/8/2026 |
| General Partner, Inc. |
2026 Q1
|
4/8/2026 |
| Sunburst Financial Group, LLC |
2026 Q1
|
4/8/2026 |
| Emergent Wealth Advisors, LLC |
2026 Q1
|
4/8/2026 |
| WealthBridge Investment Counsel Inc. |
2026 Q1
|
4/8/2026 |
| Lineweaver Wealth Advisors, LLC |
2026 Q1
|
4/8/2026 |
| Erickson Financial Group, LLC |
2026 Q1
|
4/8/2026 |
| MOULTON WEALTH MANAGEMENT, INC |
2026 Q1
|
4/8/2026 |
| E Fund Management (Hong Kong) Co., Ltd. |
2026 Q1
|
4/8/2026 |
| RDA Financial Network |
2026 Q1
|
4/8/2026 |
| CCG WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/8/2026 |
| Graves Light Lenhart Wealth, Inc. |
2026 Q1
|
4/8/2026 |
| RVW Wealth, LLC |
2026 Q1
|
4/8/2026 |
| JGP Wealth Management, LLC |
2026 Q1
|
4/8/2026 |
| Pathway Financial Advisors LLC |
2026 Q1
|
4/8/2026 |
| TLWM |
2026 Q1
|
4/8/2026 |
| Leonard Rickey Investment Advisors P.L.L.C. |
2026 Q1
|
4/8/2026 |
| Towerpoint Wealth, LLC |
2026 Q1
|
4/8/2026 |
| Clarus Wealth Advisors |
2026 Q1
|
4/8/2026 |
| Castle Rock Wealth Management, LLC |
2026 Q1
|
4/8/2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC |
2026 Q1
|
4/8/2026 |
| Parisi Gray Wealth Management |
2026 Q1
|
4/8/2026 |
| Parkside Investments, LLC |
2026 Q1
|
4/8/2026 |
| Gainplan LLC |
2026 Q1
|
4/8/2026 |
| Oliver Luxxe Assets LLC |
2026 Q1
|
4/8/2026 |
| Grove Bank & Trust |
2026 Q1
|
4/8/2026 |
| Sharkey, Howes & Javer |
2026 Q1
|
4/8/2026 |
| INSPIRION WEALTH ADVISORS, LLC |
2026 Q1
|
4/8/2026 |
| Mirador Capital Partners LP |
2026 Q1
|
4/8/2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
2026 Q1
|
4/8/2026 |
| Evanson Asset Management, LLC |
2026 Q1
|
4/8/2026 |
| M.E. ALLISON & CO., INC. |
2026 Q1
|
4/8/2026 |
| Abacus FCF Advisors LLC |
2026 Q1
|
4/8/2026 |
| Abacus Planning Group, Inc. |
2026 Q1
|
4/8/2026 |
| Dynamic Advisor Solutions LLC |
2026 Q1
|
4/8/2026 |
| Asset Management Advisors, LLC |
2026 Q1
|
4/8/2026 |
| Composition Wealth, LLC |
2026 Q1
|
4/8/2026 |
| HAMILTON LANE ADVISORS LLC |
2026 Q1
|
4/8/2026 |
| Boltwood Capital Management |
2026 Q1
|
4/8/2026 |
| Catterton Management Company, L.L.C. |
2026 Q1
|
4/8/2026 |
| Gilman Hill Asset Management, LLC |
2026 Q1
|
4/8/2026 |
| Community Financial Services Group, LLC |
2026 Q1
|
4/8/2026 |
| Eastover Investment Advisors LLC |
2026 Q1
|
4/8/2026 |
| Canandaigua National Trust Co of Florida |
2026 Q1
|
4/8/2026 |
| Cardinal Capital Management |
2026 Q1
|
4/8/2026 |
| First Heartland Consultants, Inc. |
2026 Q1
|
4/8/2026 |
| Violich Capital Management, Inc. |
2026 Q1
|
4/8/2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. |
2026 Q1
|
4/8/2026 |
| LYNCH & ASSOCIATES/IN |
2026 Q1
|
4/8/2026 |
| WOODSTOCK CORP |
2026 Q1
|
4/8/2026 |
| ANDERSON HOAGLAND & CO |
2026 Q1
|
4/7/2026 |
| FIRST FINANCIAL CORP /IN/ |
2026 Q1
|
4/7/2026 |
| KRM WEALTH MANAGEMENT L.L.C. |
2025 Q4
|
4/7/2026 |
| Oasis Advisors, LLC |
2025 Q4
|
4/7/2026 |
| Capital Asset Managemnet, LLC |
2025 Q4
|
4/7/2026 |
| DWR WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/7/2026 |
| Estate Planners Group, LLC |
2025 Q4
|
4/7/2026 |