| Flatrock Wealth Partners LLC |
2025 Q4 - RESTATEMENT
|
5/26/2026 |
| Peak Planning Group, LLC |
2025 Q3
|
5/26/2026 |
| Serenity Investment Advisors |
2026 Q1
|
5/26/2026 |
| Peak Planning Group, LLC |
2024 Q4
|
5/26/2026 |
| Ruggaard & Associates LLC |
2026 Q1
|
5/26/2026 |
| Summit Financial Wealth Advisors, LLC |
2026 Q1
|
5/26/2026 |
| Peak Planning Group, LLC |
2024 Q2
|
5/26/2026 |
| GLENMEDE TRUST CO NA |
2026 Q1
|
5/26/2026 |
| Peak Planning Group, LLC |
2024 Q1
|
5/26/2026 |
| Peak Planning Group, LLC |
2022 Q4
|
5/26/2026 |
| Peak Planning Group, LLC |
2023 Q4
|
5/26/2026 |
| Peak Planning Group, LLC |
2022 Q2
|
5/26/2026 |
| Peak Planning Group, LLC |
2023 Q1
|
5/26/2026 |
| Peak Planning Group, LLC |
2022 Q3
|
5/26/2026 |
| Peak Planning Group, LLC |
2023 Q2
|
5/26/2026 |
| Peak Planning Group, LLC |
2023 Q3
|
5/26/2026 |
| Peak Planning Group, LLC |
2021 Q3
|
5/26/2026 |
| Peak Planning Group, LLC |
2021 Q4
|
5/26/2026 |
| STONE LOFT WEALTH MANAGEMENT LLC |
2025 Q4
|
5/26/2026 |
| Summitas Investment Management LLC |
2025 Q4
|
5/26/2026 |
| Flatrock Wealth Partners LLC |
2025 Q4
|
5/26/2026 |
| Axiom Investment Management LLC |
2026 Q1
|
5/26/2026 |
| Serenity Investment Advisors |
2025 Q4
|
5/22/2026 |
| Converium Capital Inc. |
2026 Q1
|
5/22/2026 |
| SUMMITRY LLC |
2026 Q1 - RESTATEMENT
|
5/22/2026 |
| Converium Capital Inc. |
2025 Q4
|
5/22/2026 |
| Wellington Grp LLC |
2026 Q1
|
5/22/2026 |
| Wellington Grp LLC |
2025 Q4 - RESTATEMENT
|
5/22/2026 |
| Wellington Grp LLC |
2025 Q4
|
5/22/2026 |
| Independent Wealth Advisors LLC |
2026 Q1
|
5/22/2026 |
| SEGALL BRYANT & HAMILL, LLC |
2026 Q1 - RESTATEMENT
|
5/22/2026 |
| WNY Asset Management, LLC |
2026 Q1
|
5/22/2026 |
| Independent Wealth Advisors LLC |
2025 Q4
|
5/22/2026 |
| Coastline Complete Wealth LLC |
2026 Q1
|
5/22/2026 |
| GROUPAMA ASSET MANAGMENT |
2026 Q1
|
5/22/2026 |
| Access Investment Management LLC |
2026 Q1
|
5/21/2026 |
| VERUS CAPITAL PARTNERS, LLC |
2026 Q1
|
5/21/2026 |
| Evolutionary Tree Capital Management, LLC |
2026 Q1
|
5/21/2026 |
| GKV Capital Management Co., Inc. |
2026 Q1 - RESTATEMENT
|
5/21/2026 |
| Kensington Asset Management, LLC |
2026 Q1 - RESTATEMENT
|
5/21/2026 |
| CTC Alternative Strategies, Ltd. |
2026 Q1
|
5/21/2026 |
| ARGENT CAPITAL MANAGEMENT LLC |
2026 Q1
|
5/21/2026 |
| CTC LLC |
2026 Q1
|
5/21/2026 |
| COMPASS CAPITAL MANAGEMENT, INC |
2026 Q1
|
5/21/2026 |
| Raab & Moskowitz Asset Management LLC |
2026 Q1
|
5/21/2026 |
| BankChampaign, National Association |
2026 Q1
|
5/21/2026 |
| BankChampaign, National Association |
2025 Q4
|
5/21/2026 |
| MONTCHANIN ASSET MANAGEMENT, LLC |
2026 Q1
|
5/21/2026 |
| J. Derek Lewis & Associates Inc. |
2026 Q1 - RESTATEMENT
|
5/21/2026 |
| Essential Partners LLC |
2025 Q4
|
5/21/2026 |
| Essential Partners LLC |
2025 Q3
|
5/21/2026 |
| VESTOR CAPITAL, LLC |
2026 Q1
|
5/21/2026 |
| Essential Partners LLC |
2025 Q2
|
5/21/2026 |
| Essential Partners LLC |
2026 Q1
|
5/21/2026 |
| Front Street Capital Management, Inc. |
2026 Q1
|
5/21/2026 |
| 7G CAPITAL MANAGEMENT, LLC |
2026 Q1 - RESTATEMENT
|
5/21/2026 |
| SYCAMORE PARTNERS MANAGEMENT, L.P. |
2026 Q1 - NEW HOLDINGS
|
5/21/2026 |
| SILVERBACK ASSET MANAGEMENT LLC |
2026 Q1 - RESTATEMENT
|
5/21/2026 |
| Groupe la Francaise |
2026 Q1
|
5/21/2026 |
| JDM Financial Group LLC |
2026 Q1
|
5/20/2026 |
| J. Mark Nickell & Co. |
2026 Q1 - NEW HOLDINGS
|
5/20/2026 |
| Cadia Private Client LLC |
2025 Q4
|
5/20/2026 |
| Cadia Private Client LLC |
2026 Q1
|
5/20/2026 |
| CCM INVESTMENT ADVISERS LLC |
2026 Q1
|
5/20/2026 |
| PATHWAY WEALTH MANAGEMENT LLC |
2025 Q4
|
5/20/2026 |
| PATHWAY WEALTH MANAGEMENT LLC |
2026 Q1
|
5/20/2026 |
| Alamar Capital Management, LLC |
2025 Q4
|
5/20/2026 |
| TrueWealth Financial Partners |
2026 Q1
|
5/20/2026 |
| SOA Wealth Advisors, LLC. |
2026 Q1
|
5/20/2026 |
| FinArc Investments, Inc. |
2026 Q1
|
5/20/2026 |
| LEIGH BALDWIN & CO., LLC |
2026 Q1
|
5/20/2026 |
| Oaktree Fund Advisors, LLC |
2026 Q1 - RESTATEMENT
|
5/20/2026 |
| RMR Capital Management, LLC |
2026 Q1
|
5/20/2026 |
| OAKTREE CAPITAL MANAGEMENT LP |
2026 Q1 - RESTATEMENT
|
5/20/2026 |
| January Capital Advisors LLC |
2026 Q1
|
5/20/2026 |
| Union Heritage Capital, LLC |
2026 Q1
|
5/20/2026 |
| Arete Wealth Advisors, LLC |
2026 Q1 - RESTATEMENT
|
5/20/2026 |
| Norris Financial Group, LLC |
2021 Q3
|
5/20/2026 |
| Norris Financial Group, LLC |
2021 Q2
|
5/20/2026 |
| Norris Financial Group, LLC |
2021 Q1
|
5/20/2026 |
| Norris Financial Group, LLC |
2022 Q3
|
5/20/2026 |
| Norris Financial Group, LLC |
2022 Q2
|
5/20/2026 |
| Norris Financial Group, LLC |
2022 Q1
|
5/20/2026 |
| Hobbs Group Advisors, LLC |
2026 Q1
|
5/20/2026 |
| Norris Financial Group, LLC |
2021 Q4
|
5/20/2026 |
| SHUTTLEWORTH & Co |
2026 Q1
|
5/20/2026 |
| Norris Financial Group, LLC |
2024 Q1
|
5/20/2026 |
| Norris Financial Group, LLC |
2023 Q4
|
5/20/2026 |
| Norris Financial Group, LLC |
2023 Q3
|
5/20/2026 |
| Norris Financial Group, LLC |
2023 Q2
|
5/20/2026 |
| Norris Financial Group, LLC |
2023 Q1
|
5/20/2026 |
| Norris Financial Group, LLC |
2022 Q4
|
5/20/2026 |
| Norris Financial Group, LLC |
2025 Q2
|
5/20/2026 |
| Norris Financial Group, LLC |
2025 Q1
|
5/20/2026 |
| Norris Financial Group, LLC |
2024 Q4
|
5/20/2026 |
| Norris Financial Group, LLC |
2024 Q3
|
5/20/2026 |
| Liontrust Investment Partners LLP |
2026 Q1 - RESTATEMENT
|
5/20/2026 |
| Norris Financial Group, LLC |
2024 Q2
|
5/20/2026 |
| Norris Financial Group, LLC |
2026 Q1
|
5/20/2026 |
| Norris Financial Group, LLC |
2025 Q4
|
5/20/2026 |