| MINDSET WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/22/2026 |
| Sylvest Advisors, LLC |
2026 Q1
|
4/22/2026 |
| BWM Planning, LLC |
2026 Q1
|
4/22/2026 |
| Creekside Partners |
2026 Q1
|
4/22/2026 |
| PROMETHIUM ADVISORS,LLC |
2026 Q1
|
4/22/2026 |
| TPG Advisors LLC |
2026 Q1
|
4/22/2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC |
2026 Q1
|
4/22/2026 |
| SPIREPOINT PRIVATE CLIENT, LLC |
2026 Q1
|
4/22/2026 |
| Broadway Wealth Solutions, Inc. |
2026 Q1
|
4/22/2026 |
| Summerhill Capital Management lnc. |
2026 Q1
|
4/22/2026 |
| MUIRFIELD WEALTH ADVISORS LLC |
2026 Q1
|
4/22/2026 |
| M3 Advisory Group, LLC |
2026 Q1
|
4/22/2026 |
| GERBER, LLC |
2026 Q1
|
4/22/2026 |
| Vannoy Advisory Group, Inc. |
2026 Q1
|
4/22/2026 |
| Gray Foundation |
2026 Q1
|
4/22/2026 |
| Wiser Advisor Group LLC |
2026 Q1
|
4/22/2026 |
| Apollon Financial, LLC |
2026 Q1
|
4/22/2026 |
| Atlantic Edge Private Wealth Management, LLC |
2026 Q1
|
4/22/2026 |
| Foundation Wealth Management, LLC\PA |
2026 Q1
|
4/22/2026 |
| Independence Asset Advisors, LLC |
2026 Q1
|
4/22/2026 |
| Boomfish Wealth Group, LLC |
2026 Q1
|
4/22/2026 |
| WETZEL INVESTMENT ADVISORS, INC. |
2026 Q1
|
4/22/2026 |
| Traveka Wealth, LLC |
2026 Q1
|
4/22/2026 |
| Berry Wealth Group, LP |
2026 Q1
|
4/22/2026 |
| Shotwell Rutter Baer Inc |
2026 Q1
|
4/22/2026 |
| BKM Wealth Management, LLC |
2026 Q1
|
4/22/2026 |
| ROMANO BROTHERS AND COMPANY |
2026 Q1
|
4/22/2026 |
| Gold Investment Management Ltd. |
2026 Q1
|
4/22/2026 |
| Sherrill & Hutchins Financial Advisory, Inc |
2026 Q1
|
4/22/2026 |
| Pictet Asset Management Holding SA |
2026 Q1
|
4/22/2026 |
| Madison Park Capital Advisors, LLC |
2026 Q1
|
4/22/2026 |
| Kenora Financial, LLC |
2026 Q1
|
4/22/2026 |
| MFA Wealth Services |
2026 Q1
|
4/22/2026 |
| SYKON CAPITAL LLC |
2026 Q1
|
4/22/2026 |
| Arcataur Capital Management LLC |
2026 Q1
|
4/22/2026 |
| CORNERSTONE ENTERPRISES, LLC |
2026 Q1
|
4/22/2026 |
| LANDMARK WEALTH MANAGEMENT, INC. |
2026 Q1
|
4/22/2026 |
| KENNEDY INVESTMENT GROUP, INC. |
2026 Q1
|
4/22/2026 |
| Quintet Private Bank (Europe) S.A. |
2026 Q1
|
4/22/2026 |
| Invera Wealth Advisors, LLC |
2026 Q1
|
4/22/2026 |
| Yoder Wealth Management, Inc. |
2026 Q1
|
4/22/2026 |
| DDFG, Inc |
2026 Q1
|
4/22/2026 |
| Midwest Financial Group LLC |
2026 Q1
|
4/22/2026 |
| Kapstone Financial Advisors LLC |
2026 Q1
|
4/22/2026 |
| BEACON FINANCIAL PLANNING, INC |
2026 Q1
|
4/22/2026 |
| Monument Group Wealth Advisors, LLC |
2026 Q1
|
4/22/2026 |
| Hidden Cove Wealth Management, LLC |
2026 Q1
|
4/22/2026 |
| Two Point Capital Management, Inc. |
2026 Q1
|
4/22/2026 |
| LAM GROUP, INC. |
2026 Q1
|
4/22/2026 |
| Hofer & Associates. Inc |
2026 Q1
|
4/22/2026 |
| Coston, McIsaac & Partners |
2026 Q1
|
4/22/2026 |
| Vinland Capital Management Gestora de Recursos LTDA. |
2026 Q1
|
4/22/2026 |
| RETIREMENT GUYS FORMULA LLC |
2026 Q1
|
4/22/2026 |
| SUTTON PLACE INVESTORS LLC |
2026 Q1
|
4/22/2026 |
| SEMITAM BONAM LLC |
2026 Q1
|
4/22/2026 |
| Asset Allocation Strategies LLC |
2026 Q1
|
4/22/2026 |
| Smallwood Wealth Investment Management, LLC |
2026 Q1
|
4/22/2026 |
| My Personal CFO, LLC |
2026 Q1
|
4/22/2026 |
| apricus wealth, LLC |
2026 Q1
|
4/22/2026 |
| Financial Futures Ltd Liability Co. |
2026 Q1
|
4/22/2026 |
| Nicholas Wealth, LLC. |
2026 Q1
|
4/22/2026 |
| Investment Advisory Group, LLC |
2026 Q1
|
4/22/2026 |
| Canoe Financial LP |
2026 Q1
|
4/22/2026 |
| Aspire Capital Advisors LLC |
2026 Q1
|
4/22/2026 |
| PharVision Advisers, LLC |
2026 Q1
|
4/22/2026 |
| Mason & Associates, LLC |
2026 Q1
|
4/22/2026 |
| Border to Coast Pensions Partnership Ltd |
2026 Q1
|
4/22/2026 |
| STRATEGIC PLANNING GROUP, LLC |
2026 Q1
|
4/22/2026 |
| Goodman Advisory Group, LLC |
2026 Q1
|
4/22/2026 |
| Applied Capital LLC |
2026 Q1
|
4/22/2026 |
| RIDGECREST WEALTH PARTNERS, LLC |
2026 Q1
|
4/22/2026 |
| Spire Wealth Management |
2026 Q1
|
4/22/2026 |
| Ampfield Management, L.P. |
2026 Q1
|
4/22/2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC |
2026 Q1
|
4/22/2026 |
| Continuum Advisory, LLC |
2026 Q1
|
4/22/2026 |
| Accretive Wealth Partners, LLC |
2026 Q1
|
4/22/2026 |
| Bluesphere Advisors LLC |
2026 Q1
|
4/22/2026 |
| PEAK FINANCIAL ADVISORS LLC |
2026 Q1
|
4/22/2026 |
| APEIRON CAPITAL Ltd |
2026 Q1
|
4/22/2026 |
| Phoenix Wealth Advisors |
2026 Q1
|
4/22/2026 |
| MRA Advisory Group |
2026 Q1
|
4/22/2026 |
| Hoese & Co LLP |
2026 Q1
|
4/22/2026 |
| Navigation Wealth Management, Inc. |
2026 Q1
|
4/22/2026 |
| Crew Capital Management, Ltd |
2026 Q1
|
4/22/2026 |
| Wealth Advisory Solutions, LLC |
2026 Q1
|
4/22/2026 |
| McLean Asset Management Corp |
2026 Q1
|
4/22/2026 |
| Onyx Bridge Wealth Group LLC |
2026 Q1
|
4/22/2026 |
| RMR Wealth Builders |
2026 Q1
|
4/22/2026 |
| HARRELL INVESTMENT PARTNERS, LLC |
2026 Q1
|
4/22/2026 |
| QP WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/22/2026 |
| Avalon Advisory Group |
2026 Q1
|
4/22/2026 |
| LifeSteps Financial, Inc. |
2026 Q1
|
4/22/2026 |
| Parcion Private Wealth LLC |
2026 Q1
|
4/22/2026 |
| Detalus Advisors, LLC |
2026 Q1
|
4/22/2026 |
| Horizon Advisory Services, Inc. |
2026 Q1
|
4/22/2026 |
| Gunderson Capital Management LLC |
2026 Q1
|
4/22/2026 |
| tru Independence LLC |
2026 Q1
|
4/22/2026 |
| Red Door Wealth Management, LLC |
2026 Q1
|
4/22/2026 |
| Realta Investment Advisors |
2026 Q1
|
4/22/2026 |
| Cornerstone Wealth Group, LLC |
2026 Q1
|
4/22/2026 |