| Heritage Wealth Management, Inc. /CA/ |
2026 Q1
|
5/11/2026 |
| Chaney Capital Management, Inc. |
2026 Q1
|
5/11/2026 |
| Optimist Retirement Group LLC |
2026 Q1
|
5/11/2026 |
| GR FINANCIAL GROUP, LLC |
2026 Q1
|
5/11/2026 |
| Lummis Asset Management, LP |
2026 Q1
|
5/11/2026 |
| ELEVATE WEALTH ADVISORY, INC |
2026 Q1
|
5/11/2026 |
| Pathstone Holdings, LLC |
2026 Q1
|
5/11/2026 |
| Marest Capital, LLC |
2026 Q1
|
5/11/2026 |
| Portfolio Design Labs, LLC |
2026 Q1
|
5/11/2026 |
| Elite Life Management LLC |
2026 Q1
|
5/11/2026 |
| Stonebrook Private Inc. |
2026 Q1
|
5/11/2026 |
| Oxford Wealth Group, LLC |
2026 Q1
|
5/11/2026 |
| RESOLUTE WEALTH ADVISOR, INC. |
2026 Q1
|
5/11/2026 |
| Financial Symmetry Inc |
2026 Q1
|
5/11/2026 |
| Savvy Advisors, Inc. |
2026 Q1
|
5/11/2026 |
| Financial Perspectives, Inc |
2026 Q1
|
5/11/2026 |
| denkapparat Operations GmbH |
2026 Q1
|
5/11/2026 |
| Payne Capital Management, LLC |
2026 Q1
|
5/11/2026 |
| UniSuper Management Pty Ltd |
2026 Q1
|
5/11/2026 |
| Employees' Retirement Fund of the City of Fort Worth |
2026 Q1
|
5/11/2026 |
| National Wealth Management Group, LLC |
2026 Q1
|
5/11/2026 |
| PCA Investment Advisory Services Inc. |
2026 Q1
|
5/11/2026 |
| VIAWEALTH, LLC |
2026 Q1
|
5/11/2026 |
| Commonwealth Retirement Investments LLC |
2026 Q1
|
5/11/2026 |
| Windle Wealth, LLC |
2026 Q1
|
5/11/2026 |
| Caitong International Asset Management Co., Ltd |
2026 Q1
|
5/11/2026 |
| Kestra Investment Management, LLC |
2026 Q1
|
5/11/2026 |
| Clarendon Private LLC |
2026 Q1
|
5/11/2026 |
| Canopy Partners, LLC |
2026 Q1
|
5/11/2026 |
| DAYMARK WEALTH PARTNERS, LLC |
2026 Q1
|
5/11/2026 |
| Coleford Investment Management Ltd. |
2026 Q1
|
5/11/2026 |
| Empirical Asset Management, LLC |
2026 Q1
|
5/11/2026 |
| Bond Capital Management, LP |
2026 Q1
|
5/11/2026 |
| Bond Capital Management, LP |
2025 Q4 - RESTATEMENT
|
5/11/2026 |
| Beacon Capital Management, LLC |
2026 Q1
|
5/11/2026 |
| Strengthening Families & Communities, LLC |
2026 Q1
|
5/11/2026 |
| Fairway Financial, LLC |
2026 Q1
|
5/11/2026 |
| Brooklyn FI, LLC |
2026 Q1
|
5/11/2026 |
| Retirement Solution LLC |
2026 Q1
|
5/11/2026 |
| Yunqi Capital Ltd |
2026 Q1
|
5/11/2026 |
| Treasure Coast Financial Planning |
2026 Q1
|
5/11/2026 |
| Investments & Financial Planning, LLC |
2026 Q1
|
5/11/2026 |
| REVERENCE CAPITAL PARTNERS, L.P. |
2026 Q1
|
5/11/2026 |
| POM Investment Strategies, LLC |
2026 Q1
|
5/11/2026 |
| TAGStone Capital, Inc. |
2026 Q1
|
5/11/2026 |
| H&F Corporate Investors X, Ltd. |
2026 Q1
|
5/11/2026 |
| PharVision Advisers, LLC |
2026 Q1 - RESTATEMENT
|
5/11/2026 |
| Catalyst Funds Management Pty Ltd |
2026 Q1
|
5/11/2026 |
| Lind Value II ApS |
2026 Q1
|
5/11/2026 |
| BROGAN FINANCIAL, INC. |
2026 Q1
|
5/11/2026 |
| Boxwood Ventures, Inc. |
2026 Q1
|
5/11/2026 |
| Hansen & Associates Financial Group, Inc. |
2026 Q1
|
5/11/2026 |
| Newport Capital Group, LLC |
2026 Q1
|
5/11/2026 |
| O'Neil Global Advisors, Inc. |
2026 Q1
|
5/11/2026 |
| Westwood Wealth Management |
2026 Q1
|
5/11/2026 |
| Skaana Management L.P. |
2026 Q1
|
5/11/2026 |
| Tranquilli Financial Advisor LLC |
2026 Q1
|
5/11/2026 |
| Ewing Morris & Co. Investment Partners Ltd. |
2026 Q1
|
5/11/2026 |
| Destiny Wealth Partners, LLC |
2026 Q1
|
5/11/2026 |
| Montis Financial, LLC |
2026 Q1
|
5/11/2026 |
| 2Xideas AG |
2026 Q1
|
5/11/2026 |
| OBSIDIAN CIO, LLC |
2026 Q1
|
5/11/2026 |
| Catawba River Capital |
2026 Q1
|
5/11/2026 |
| F/m Investments LLC |
2026 Q1
|
5/11/2026 |
| Sage Mountain Advisors LLC |
2026 Q1
|
5/11/2026 |
| Founders Financial Alliance, LLC |
2026 Q1
|
5/11/2026 |
| Montanaro Asset Management Ltd |
2026 Q1
|
5/11/2026 |
| Plotkin Financial Advisors, LLC |
2026 Q1
|
5/11/2026 |
| Bull Oak Capital, LLC |
2026 Q1
|
5/11/2026 |
| WFA of San Diego, LLC |
2026 Q1
|
5/11/2026 |
| Revolution Growth Management Company, Inc. |
2026 Q1
|
5/11/2026 |
| REBALANCE, LLC |
2026 Q1
|
5/11/2026 |
| Elequin Capital, LP |
2026 Q1
|
5/11/2026 |
| Amitell Capital Pte Ltd |
2026 Q1
|
5/11/2026 |
| High Note Wealth, LLC |
2026 Q1
|
5/11/2026 |
| Running Oak Capital LLC |
2026 Q1
|
5/11/2026 |
| Monaco Asset Management SAM |
2026 Q1
|
5/11/2026 |
| Aprio Wealth Management, LLC |
2026 Q1
|
5/11/2026 |
| Mirova US LLC |
2026 Q1
|
5/11/2026 |
| Texas Capital Bank Wealth Management Services Inc |
2026 Q1
|
5/11/2026 |
| DCF Advisers, LLC |
2026 Q1
|
5/11/2026 |
| Strategic Wealth Investment Group, LLC |
2026 Q1
|
5/11/2026 |
| Cornerstone Planning, LLC |
2026 Q1
|
5/11/2026 |
| CERTUITY, LLC |
2026 Q1
|
5/11/2026 |
| KPS Global Asset Management UK Ltd |
2026 Q1
|
5/11/2026 |
| Capital Square, LLC |
2026 Q1
|
5/11/2026 |
| BANTAMAC CAPITAL, LLC |
2026 Q1
|
5/11/2026 |
| ICW Investment Advisors LLC |
2026 Q1
|
5/11/2026 |
| Tarsadia Capital, LLC |
2026 Q1
|
5/11/2026 |
| WADDELL & ASSOCIATES, LLC |
2026 Q1
|
5/11/2026 |
| Charles Schwab Trust Bank |
2026 Q1
|
5/11/2026 |
| GREAT VALLEY ADVISOR GROUP, INC. |
2026 Q1
|
5/11/2026 |
| Meridian Wealth Advisors, LLC |
2026 Q1
|
5/11/2026 |
| Knuff & Co LLC |
2026 Q1
|
5/11/2026 |
| Miramar Capital, LLC |
2026 Q1
|
5/11/2026 |
| H&F Corporate Investors IX, Ltd. |
2026 Q1
|
5/11/2026 |
| H&F Corporate Investors VIII, Ltd. |
2026 Q1
|
5/11/2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. |
2026 Q1
|
5/11/2026 |
| RV Capital AG |
2026 Q1
|
5/11/2026 |
| GREENLEA LANE CAPITAL MANAGEMENT, LLC |
2026 Q1
|
5/11/2026 |