| BEARING POINT CAPITAL, LLC |
2026 Q1
|
5/7/2026 |
| Flavin Financial Services, Inc. |
2026 Q1
|
5/7/2026 |
| OFC FINANCIAL PLANNING, LLC |
2026 Q1
|
5/7/2026 |
| T3 Companies, LLC |
2026 Q1
|
5/7/2026 |
| CONQUIS FINANCIAL LLC |
2026 Q1
|
5/7/2026 |
| FLORIDA FINANCIAL ADVISORS, LLC |
2026 Q1
|
5/7/2026 |
| XXI WEALTH, LLC |
2026 Q1
|
5/7/2026 |
| Legacy Wealth Managment, LLC/ID |
2026 Q1
|
5/7/2026 |
| CONWAY CAPITAL MANAGEMENT, INC. |
2026 Q1
|
5/7/2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC |
2026 Q1
|
5/7/2026 |
| Greykasell Wealth Strategies, Inc. |
2026 Q1
|
5/7/2026 |
| HALLSTATT ADVISORS L.P. |
2026 Q1
|
5/7/2026 |
| Paul R. Ried Financial Group, LLC |
2026 Q1
|
5/7/2026 |
| Symphony Financial Services, Inc. |
2026 Q1
|
5/7/2026 |
| Transce3nd, LLC |
2026 Q1
|
5/7/2026 |
| Atlatl Advisers LLC |
2026 Q1
|
5/7/2026 |
| Hopwood Financial Services, Inc. |
2026 Q1
|
5/7/2026 |
| Regents Gate Capital LLP |
2026 Q1
|
5/7/2026 |
| Eaton-Cambridge Inc. |
2026 Q1
|
5/7/2026 |
| PATRICK M SWEENEY & ASSOCIATES, INC |
2026 Q1
|
5/7/2026 |
| Tidemark, LLC |
2026 Q1
|
5/7/2026 |
| Rachor Investment Advisory Services, LLC |
2026 Q1
|
5/7/2026 |
| Fox Financial, Inc |
2026 Q1
|
5/7/2026 |
| Lakeshore Financial Planning, Inc. |
2026 Q1
|
5/7/2026 |
| Ballast Asset Management, LP |
2026 Q1
|
5/7/2026 |
| Disciplina Capital Management LLC |
2026 Q1
|
5/7/2026 |
| TRV GP V, LLC |
2026 Q1
|
5/7/2026 |
| TRV GP VI, LLC |
2026 Q1
|
5/7/2026 |
| MIDLAND WEALTH ADVISORS, LLC |
2026 Q1
|
5/7/2026 |
| BlueStem Wealth Partners, LLC |
2026 Q1
|
5/7/2026 |
| Resolute Wealth Strategies, LLC |
2026 Q1
|
5/7/2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC |
2026 Q1
|
5/7/2026 |
| Authentikos Wealth Advisory, LLC |
2026 Q1
|
5/7/2026 |
| CONTINUUM WEALTH ADVISORS, LLC |
2026 Q1
|
5/7/2026 |
| Applied Capital LLC/FL |
2026 Q1
|
5/7/2026 |
| REGIMEN WEALTH, LLC |
2026 Q1
|
5/7/2026 |
| Cassaday & Co Wealth Management LLC |
2026 Q1
|
5/7/2026 |
| Nordwand Advisors, LLC |
2026 Q1
|
5/7/2026 |
| Compound Global Advisors, LLC |
2026 Q1
|
5/7/2026 |
| SP Asset Management LLC |
2026 Q1
|
5/7/2026 |
| FourThought Financial Partners, LLC |
2026 Q1
|
5/7/2026 |
| Mullooly Asset Management, Inc. |
2026 Q1
|
5/7/2026 |
| Ridgepath Capital Management LLC |
2026 Q1
|
5/7/2026 |
| AMARA FINANCIAL, LLC. |
2026 Q1
|
5/7/2026 |
| Latigo Investments, LLC |
2026 Q1
|
5/7/2026 |
| Virtus Family Office LLC |
2026 Q1
|
5/7/2026 |
| AlphaCentric Advisors LLC |
2026 Q1
|
5/7/2026 |
| Vericrest Private Wealth |
2026 Q1
|
5/7/2026 |
| Cordgrass Capital Advisors, LLC |
2026 Q1
|
5/7/2026 |
| Confluence Wealth Services, Inc. |
2026 Q1
|
5/7/2026 |
| DRAVO BAY LLC |
2026 Q1
|
5/7/2026 |
| Carson Advisory Inc. |
2026 Q1
|
5/7/2026 |
| Magnolia Wealth Management, LLC |
2026 Q1
|
5/7/2026 |
| EARNED WEALTH ADVISORS, LLC |
2026 Q1
|
5/7/2026 |
| MWA Asset Management |
2026 Q1
|
5/7/2026 |
| Robert Bosch GmbH |
2026 Q1
|
5/7/2026 |
| Topel & Distasi Wealth Management, LLC |
2026 Q1
|
5/7/2026 |
| Fi3 FINANCIAL ADVISORS, LLC |
2026 Q1
|
5/7/2026 |
| Koss-Olinger Consulting, LLC |
2026 Q1
|
5/7/2026 |
| Paradigm, Strategies in Wealth Management, LLC |
2026 Q1
|
5/7/2026 |
| Mayar Capital Ltd. |
2026 Q1
|
5/7/2026 |
| Lepercq De Neuflize Asset Management LLC |
2026 Q1
|
5/7/2026 |
| Tacita Capital Inc |
2026 Q1
|
5/7/2026 |
| TITAN GLOBAL CAPITAL MANAGEMENT USA LLC |
2026 Q1
|
5/7/2026 |
| WAYCROSS PARTNERS, LLC |
2026 Q1
|
5/7/2026 |
| Wells Financial Advisors INC |
2026 Q1
|
5/7/2026 |
| AlTi Global, Inc. |
2026 Q1
|
5/7/2026 |
| Hiddenite Capital Partners LP |
2026 Q1
|
5/7/2026 |
| LOUNTZIS ASSET MANAGEMENT, LLC |
2026 Q1
|
5/7/2026 |
| Advisor Resource Council |
2026 Q1
|
5/7/2026 |
| Carl P. Sherr & Co., LLC |
2026 Q1
|
5/7/2026 |
| OEP CAPITAL ADVISORS, L.P. |
2026 Q1
|
5/7/2026 |
| Scarborough Advisors, LLC |
2026 Q1
|
5/7/2026 |
| Symetra Investment Management Co |
2026 Q1
|
5/7/2026 |
| IvyRock Asset Management (HK) Ltd |
2026 Q1
|
5/7/2026 |
| swisspartners Advisors Ltd |
2026 Q1
|
5/7/2026 |
| EPG Wealth Management LLC |
2026 Q1
|
5/7/2026 |
| NWK Group, Inc. |
2026 Q1
|
5/7/2026 |
| 360 Financial, Inc. |
2026 Q1
|
5/7/2026 |
| JSF Financial, LLC |
2026 Q1
|
5/7/2026 |
| One Charles Private Wealth Services, LLC |
2026 Q1
|
5/7/2026 |
| Resolute Advisors LLC |
2026 Q1
|
5/7/2026 |
| Kapitalo Investimentos Ltda |
2026 Q1
|
5/7/2026 |
| Meeder Advisory Services, Inc. |
2026 Q1
|
5/7/2026 |
| Beck Bode, LLC |
2026 Q1
|
5/7/2026 |
| ESL Trust Services, LLC |
2026 Q1
|
5/7/2026 |
| WT Asset Management Ltd |
2026 Q1
|
5/7/2026 |
| Tull Financial Group, Inc. |
2026 Q1
|
5/7/2026 |
| Human Investing LLC |
2026 Q1
|
5/7/2026 |
| MA Private Wealth |
2026 Q1
|
5/7/2026 |
| Grandview Asset Management LLC |
2026 Q1
|
5/7/2026 |
| Pacific Wealth Strategies Group, Inc. |
2026 Q1
|
5/7/2026 |
| Qsemble Capital Management, LP |
2026 Q1
|
5/7/2026 |
| ELEMENT POINTE ADVISORS, LLC |
2026 Q1
|
5/7/2026 |
| Bonfire Financial |
2026 Q1
|
5/7/2026 |
| MAIMON WEALTH MANAGEMENT LTD. |
2026 Q1
|
5/7/2026 |
| MAIMON WEALTH MANAGEMENT LTD. |
2025 Q4
|
5/7/2026 |
| Hoya Capital Real Estate, LLC |
2026 Q1
|
5/7/2026 |
| MorganRosel Wealth Management, LLC |
2026 Q1
|
5/7/2026 |
| Next Capital Management LLC |
2026 Q1
|
5/7/2026 |