| BLUEDOOR PRIVATE WEALTH, LLC |
2026 Q1
|
5/5/2026 |
| Birchwood Financial Partners, Inc. |
2026 Q1
|
5/5/2026 |
| Wagner Wealth Management, Corp |
2026 Q1
|
5/5/2026 |
| Entelevest, LLC |
2026 Q1
|
5/5/2026 |
| Ferguson Johnson Wealth Management Inc |
2026 Q1
|
5/5/2026 |
| M3 Wealth Management, LLC |
2026 Q1
|
5/5/2026 |
| M3 Wealth Management, LLC |
2025 Q4 - RESTATEMENT
|
5/5/2026 |
| Burkett Asset Management Ltd |
2026 Q1
|
5/5/2026 |
| truNorth Financial Services, Inc. |
2026 Q1
|
5/5/2026 |
| Rayburn West Financial Services LLC |
2026 Q1
|
5/5/2026 |
| True Light Capital Pte. Ltd. |
2026 Q1
|
5/5/2026 |
| Coquina Private Wealth LLC |
2026 Q1
|
5/5/2026 |
| Gaddis Premier Wealth Advisors LLC |
2026 Q1
|
5/5/2026 |
| Napier Financial, LLC |
2026 Q1
|
5/5/2026 |
| Midwestern Financial, LLC /IA |
2026 Q1
|
5/5/2026 |
| NerdWallet Wealth Partners, LLC |
2026 Q1
|
5/5/2026 |
| LOM Asset Management Ltd |
2026 Q1
|
5/5/2026 |
| MASTERINVEST Kapitalanlage GmbH |
2026 Q1
|
5/5/2026 |
| OPTIMA CAPITAL LLC |
2026 Q1
|
5/5/2026 |
| Generations Wealth, LLC |
2026 Q1
|
5/5/2026 |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. |
2026 Q1
|
5/5/2026 |
| Northstar Financial Companies, Inc. |
2026 Q1
|
5/5/2026 |
| Total Wealth Planning & Management, Inc. |
2026 Q1
|
5/5/2026 |
| LeClair Wealth Partners LLC |
2026 Q1
|
5/5/2026 |
| Nolet Wealth Management, LLC |
2026 Q1
|
5/5/2026 |
| Helium Advisors LLC |
2026 Q1
|
5/5/2026 |
| RFG - Bristol Wealth Advisors, LLC |
2026 Q1
|
5/5/2026 |
| DAHRING {-} CUSMANO LLC |
2026 Q1
|
5/5/2026 |
| Haven Private, LLC |
2026 Q1
|
5/5/2026 |
| Grey Rock Energy Management, LLC |
2026 Q1
|
5/5/2026 |
| Financial Harvest, LLC |
2026 Q1
|
5/5/2026 |
| KEYVANTAGE WEALTH, LLC |
2026 Q1
|
5/5/2026 |
| SHARPEPOINT LLC |
2026 Q1
|
5/5/2026 |
| Generali Asset Management SPA SGR |
2026 Q1
|
5/5/2026 |
| Three Seasons Wealth, LLC |
2026 Q1
|
5/5/2026 |
| Golden Bell Financial Planning LLC |
2026 Q1
|
5/5/2026 |
| Cannon Wealth Management Services, LLC |
2026 Q1
|
5/5/2026 |
| Seros Financial, LLC |
2026 Q1
|
5/5/2026 |
| Gallagher Capital Advisors, LLC |
2026 Q1
|
5/5/2026 |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group |
2026 Q1
|
5/5/2026 |
| Blue Water Asset Management |
2026 Q1
|
5/5/2026 |
| Landing Point Financial Group, LLC |
2026 Q1
|
5/5/2026 |
| Katamaran Capital LLP |
2026 Q1
|
5/5/2026 |
| Rockport Wealth LLC |
2026 Q1
|
5/5/2026 |
| Prairie Wealth Advisors, Inc. |
2026 Q1
|
5/5/2026 |
| GENTRY PRIVATE WEALTH, LLC |
2026 Q1
|
5/5/2026 |
| BlueChip Wealth Advisors LLC |
2026 Q1
|
5/5/2026 |
| Ridgeline Wealth Planning, LLC |
2026 Q1
|
5/5/2026 |
| Aware Super Pty Ltd as trustee of Aware Super |
2026 Q1
|
5/5/2026 |
| Duncan Williams Asset Management, LLC |
2026 Q1
|
5/5/2026 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC |
2026 Q1
|
5/5/2026 |
| Thayer Partners, LLC / MA |
2026 Q1
|
5/5/2026 |
| OPINICUS CAPITAL, INC. |
2026 Q1
|
5/5/2026 |
| Advantage Trust Co |
2026 Q1
|
5/5/2026 |
| SMITH, MOORE & CO. |
2026 Q1
|
5/5/2026 |
| Solutions 4 Wealth, Ltd |
2026 Q1
|
5/5/2026 |
| Aikya Investment Management Ltd |
2026 Q1
|
5/5/2026 |
| WEST PACES ADVISORS INC. |
2026 Q1
|
5/5/2026 |
| HARMONY ASSET MANAGEMENT LLC |
2026 Q1
|
5/5/2026 |
| Frazier Financial Advisors, LLC |
2026 Q1
|
5/5/2026 |
| KICKSTAND VENTURES, LLC. |
2026 Q1
|
5/5/2026 |
| ROGCO, LP |
2026 Q1
|
5/5/2026 |
| LJI Wealth Management, LLC |
2026 Q1
|
5/5/2026 |
| Cherry Tree Wealth Management, LLC |
2026 Q1
|
5/5/2026 |
| Plato Investment Management Ltd |
2026 Q1
|
5/5/2026 |
| Hudson Canyon Capital Management |
2026 Q1
|
5/5/2026 |
| Bastion Asset Management Inc. |
2026 Q1
|
5/5/2026 |
| OFI INVEST ASSET MANAGEMENT |
2026 Q1
|
5/5/2026 |
| LUTS & GREENLEIGH GROUP, INC. |
2026 Q1
|
5/5/2026 |
| Milestone Investment Advisors LLC |
2026 Q1
|
5/5/2026 |
| DUDLEY CAPITAL MANAGEMENT, LLC |
2026 Q1
|
5/5/2026 |
| Beacon Bridge Wealth Partners, LLC |
2026 Q1
|
5/5/2026 |
| GRITSTONE ASSET MANAGEMENT LLC |
2026 Q1
|
5/5/2026 |
| CPA Asset Management Group, LLC |
2026 Q1
|
5/5/2026 |
| Beaumont Financial Advisors, LLC |
2026 Q1
|
5/5/2026 |
| EnRich Financial Partners LLC |
2026 Q1
|
5/5/2026 |
| Ethos Financial Group, LLC |
2026 Q1
|
5/5/2026 |
| FIRETRAIL INVESTMENTS PTY LTD |
2026 Q1
|
5/5/2026 |
| Altrius Capital Management Inc |
2026 Q1
|
5/5/2026 |
| Schwallier Wealth Management LLC |
2026 Q1
|
5/5/2026 |
| SOFI WEALTH, LLC |
2026 Q1
|
5/5/2026 |
| Greenspring Advisors, LLC |
2026 Q1
|
5/5/2026 |
| FinDec Wealth Services, Inc. |
2026 Q1
|
5/5/2026 |
| Leo Wealth, LLC |
2026 Q1
|
5/5/2026 |
| SFI Advisors, LLC |
2026 Q1
|
5/5/2026 |
| Settian Capital LP |
2026 Q1
|
5/5/2026 |
| 5th Street Advisors, LLC |
2026 Q1
|
5/5/2026 |
| Trail Ridge Investment Advisors, LLC |
2026 Q1
|
5/5/2026 |
| Prosperity Consulting Group, LLC |
2026 Q1
|
5/5/2026 |
| WEST MICHIGAN ADVISORS, LLC |
2026 Q1
|
5/5/2026 |
| Covestor Ltd |
2026 Q1
|
5/5/2026 |
| Members Advisory Group LLC |
2026 Q1
|
5/5/2026 |
| Sandy Cove Advisors, LLC |
2026 Q1
|
5/5/2026 |
| Legacy CG, LLC |
2026 Q1
|
5/5/2026 |
| Martin Capital Advisors, LLP |
2026 Q1
|
5/5/2026 |
| THEORY FINANCIAL LLC |
2026 Q1
|
5/5/2026 |
| Alan B Lancz & Associates, Inc. |
2026 Q1
|
5/5/2026 |
| Collaborative Wealth Managment Inc. |
2026 Q1
|
5/5/2026 |
| STUDIO INVESTMENT MANAGEMENT LLC |
2026 Q1
|
5/5/2026 |
| Allspring Global Investments Holdings, LLC |
2026 Q1
|
5/5/2026 |