| Beckerman Institutional, LLC |
2026 Q1
|
5/4/2026 |
| Mission Hills Financial Advisory, LLC |
2026 Q1
|
5/4/2026 |
| Blake Schutter Theil Wealth Advisors, LLC |
2026 Q1
|
5/4/2026 |
| Fortress Financial Solutions, LLC |
2026 Q1
|
5/4/2026 |
| Nicholson Wealth Management Group, LLC |
2026 Q1
|
5/4/2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT |
2026 Q1
|
5/4/2026 |
| Carrera Capital Advisors |
2026 Q1
|
5/4/2026 |
| NEW WAVE WEALTH ADVISORS LLC |
2026 Q1
|
5/4/2026 |
| RPS ADVISORY SOLUTIONS LLC |
2026 Q1
|
5/4/2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC |
2026 Q1
|
5/4/2026 |
| Two West Capital Advisors LLC |
2026 Q1
|
5/4/2026 |
| ABOUND FINANCIAL, LLC |
2026 Q1
|
5/4/2026 |
| WEALTHGARDEN F.S. LLC |
2026 Q1
|
5/4/2026 |
| Miller Financial Services LLC |
2026 Q1
|
5/4/2026 |
| V2 Financial group LLC |
2026 Q1
|
5/4/2026 |
| Gratus Wealth Advisors, LLC |
2026 Q1
|
5/4/2026 |
| Diversify Advisory Services, LLC |
2026 Q1
|
5/4/2026 |
| FPC INVESTMENT ADVISORY, INC. |
2026 Q1
|
5/4/2026 |
| Wealth Forward, LLC |
2026 Q1
|
5/4/2026 |
| RICHARDSON FINANCIAL SERVICES INC. |
2026 Q1
|
5/4/2026 |
| Evernest Financial Advisors, LLC |
2026 Q1
|
5/4/2026 |
| MB Generational Wealth, LLC |
2026 Q1
|
5/4/2026 |
| Integrity Wealth Solutions LLC |
2026 Q1
|
5/4/2026 |
| UPTICK PARTNERS, LLC |
2026 Q1
|
5/4/2026 |
| NBZ Investment Advisors LLC |
2026 Q1
|
5/4/2026 |
| Financial Security Advisor, Inc. |
2026 Q1
|
5/4/2026 |
| Global View Capital Management LLC |
2026 Q1
|
5/4/2026 |
| RAM Investment Partners, LLC |
2026 Q1
|
5/4/2026 |
| Legacy Capital Group California, Inc. |
2026 Q1
|
5/4/2026 |
| Foundation Wealth Management, LLC |
2026 Q1
|
5/4/2026 |
| Applied Finance Capital Management, LLC |
2026 Q1
|
5/4/2026 |
| Bensler, LLC |
2026 Q1
|
5/4/2026 |
| Beverly Hills Private Wealth, LLC |
2026 Q1
|
5/4/2026 |
| Evergreen Wealth Management, LLC |
2026 Q1
|
5/4/2026 |
| Worth Financial Advisory Group, LLC |
2026 Q1
|
5/4/2026 |
| Prodigy Asset Management LLC |
2026 Q1
|
5/4/2026 |
| Hibernia Wealth Partners, LLC |
2026 Q1
|
5/4/2026 |
| Foresight Group Ltd Liability Partnership |
2026 Q1
|
5/4/2026 |
| Ruedi Wealth Management, Inc. |
2026 Q1
|
5/4/2026 |
| Tevis Investment Management |
2026 Q1
|
5/4/2026 |
| Bleakley Financial Group, LLC |
2026 Q1
|
5/4/2026 |
| STAGE HARBOR FINANCIAL, LLC |
2026 Q1
|
5/4/2026 |
| Tradewinds, LLC. |
2026 Q1
|
5/4/2026 |
| SENTINEL WEALTH MANAGEMENT, INC. |
2026 Q1
|
5/4/2026 |
| Objective Capital Management, LLC |
2026 Q1
|
5/4/2026 |
| Autumn Glory Partners, LLC |
2026 Q1
|
5/4/2026 |
| Lynx1 Capital Management LP |
2026 Q1
|
5/4/2026 |
| Kellett Wealth Advisors, LLC |
2026 Q1
|
5/4/2026 |
| GHE, LLC |
2026 Q1
|
5/4/2026 |
| GHE, LLC |
2026 Q1 - RESTATEMENT
|
5/4/2026 |
| CONSILIO WEALTH ADVISORS, LLC |
2026 Q1
|
5/4/2026 |
| DMKC Advisory Services, LLC |
2026 Q1
|
5/4/2026 |
| Mill Capital Management, LLC |
2026 Q1
|
5/4/2026 |
| Brewster Financial Planning LLC |
2026 Q1
|
5/4/2026 |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. |
2026 Q1
|
5/4/2026 |
| VISTA FINANCE, LLC |
2026 Q1
|
5/4/2026 |
| J. Safra Sarasin Holding AG |
2026 Q1
|
5/4/2026 |
| Lifeworks Advisors, LLC |
2026 Q1
|
5/4/2026 |
| HFR Wealth Management, LLC |
2026 Q1
|
5/4/2026 |
| Y.D. More Investments Ltd |
2026 Q1
|
5/4/2026 |
| Maytree Asset Management Ltd |
2026 Q1
|
5/4/2026 |
| Clarity Financial LLC |
2026 Q1
|
5/4/2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC |
2026 Q1
|
5/4/2026 |
| Sterling Group Wealth Management, LLC |
2026 Q1
|
5/4/2026 |
| Rodgers & Associates, LTD |
2026 Q1
|
5/4/2026 |
| Team Financial Group, LLC |
2026 Q1
|
5/4/2026 |
| Wealthspring Capital LLC |
2026 Q1
|
5/4/2026 |
| Marks Wealth, LLC |
2026 Q1
|
5/4/2026 |
| Legacy Financial Group LLC |
2026 Q1
|
5/4/2026 |
| Arena Capital Advisors, LLC- CA |
2026 Q1
|
5/4/2026 |
| Stirlingshire Investments, Inc. |
2026 Q1
|
5/4/2026 |
| MY Wealth Management Inc. |
2026 Q1
|
5/4/2026 |
| Gleason Group, Inc. |
2026 Q1
|
5/4/2026 |
| MTC Wealth Management LLC |
2026 Q1
|
5/4/2026 |
| Auxano Advisors, LLC |
2026 Q1
|
5/4/2026 |
| Souders Financial Advisors |
2026 Q1
|
5/4/2026 |
| Mosaic Advisors LLC |
2026 Q1
|
5/4/2026 |
| Citizens National Bank Trust Department |
2026 Q1
|
5/4/2026 |
| Procyon Advisors, LLC |
2026 Q1
|
5/4/2026 |
| Archer Investment Corp |
2026 Q1
|
5/4/2026 |
| Center for Financial Planning, Inc. |
2026 Q1
|
5/4/2026 |
| MATTERN CAPITAL MANAGEMENT, LLC |
2026 Q1
|
5/4/2026 |
| Summit Wealth Group, LLC |
2026 Q1
|
5/4/2026 |
| Element Wealth, LLC |
2026 Q1
|
5/4/2026 |
| One Wealth Map LLC |
2026 Q1
|
5/4/2026 |
| ABSHER WEALTH MANAGEMENT, LLC |
2026 Q1
|
5/4/2026 |
| MAGNOLIA CAPITAL MANAGEMENT LTD |
2026 Q1
|
5/4/2026 |
| Paragon Advisors, LLC |
2026 Q1
|
5/4/2026 |
| Modus Advisors, LLC |
2026 Q1
|
5/4/2026 |
| Maryland State Retirement & Pension System |
2026 Q1
|
5/4/2026 |
| HBW ADVISORY SERVICES LLC |
2026 Q1
|
5/4/2026 |
| Concentrum Wealth Management |
2026 Q1
|
5/4/2026 |
| INNEALTA CAPITAL, LLC |
2026 Q1
|
5/4/2026 |
| Chapman Investment Management, LLC |
2026 Q1
|
5/4/2026 |
| Lutz Financial Services LLC |
2026 Q1
|
5/4/2026 |
| UCLA Foundation |
2026 Q1
|
5/4/2026 |
| Paradiem, LLC |
2026 Q1
|
5/4/2026 |
| Inlight Wealth Management, LLC |
2026 Q1
|
5/4/2026 |
| Bedel Financial Consulting, Inc. |
2026 Q1
|
5/4/2026 |
| RETIREMENT INCOME SOLUTIONS, INC |
2026 Q1
|
5/4/2026 |