| Dougherty & Associates, LLC |
2026 Q1
|
4/21/2026 |
| Pathfinder Wealth Consulting, Inc. |
2026 Q1
|
4/21/2026 |
| Diesslin Group, Inc. |
2026 Q1
|
4/21/2026 |
| Fullerton Advisors, LLC |
2026 Q1
|
4/21/2026 |
| Piedmont Capital Management, LLC/NC |
2026 Q1
|
4/21/2026 |
| Sandro Wealth Management LLC |
2026 Q1
|
4/21/2026 |
| Vigil Wealth Management, LLC |
2026 Q1
|
4/21/2026 |
| Pacific Park Financial, Inc. |
2026 Q1
|
4/21/2026 |
| FORTERIS WEALTH MANAGEMENT INC. |
2026 Q1
|
4/21/2026 |
| Flagship Capital Management Inc. |
2026 Q1
|
4/21/2026 |
| Madrid Wealth Management, LLC |
2026 Q1
|
4/21/2026 |
| Capelight Capital Asset Management LP |
2026 Q1
|
4/21/2026 |
| CAMBIENT FAMILY OFFICE, LLC |
2026 Q1
|
4/21/2026 |
| Financial Planning Hawaii, Inc. |
2026 Q1
|
4/21/2026 |
| Argo Wealth Advisory, LLC |
2026 Q1
|
4/21/2026 |
| Polaris Investment Advisors, LLC |
2026 Q1
|
4/21/2026 |
| J.M. Arbour, LLC |
2026 Q1
|
4/21/2026 |
| CHRISTINE MESSMER PC |
2026 Q1
|
4/21/2026 |
| OP Asset Management Ltd |
2025 Q4
|
4/21/2026 |
| Div Capital Phoenix Assets Ltd |
2026 Q1
|
4/21/2026 |
| ABBINGTON INVESTMENT GROUP |
2026 Q1
|
4/21/2026 |
| Hudson Oak Wealth Advisory LLC |
2026 Q1
|
4/21/2026 |
| Torrey Growth & Income Advisors |
2026 Q1
|
4/21/2026 |
| Welch Financial Planning, LLC |
2026 Q1
|
4/21/2026 |
| October Effect Ltd |
2026 Q1
|
4/21/2026 |
| Willow Financial LLC |
2025 Q4
|
4/21/2026 |
| Willow Financial LLC |
2026 Q1
|
4/21/2026 |
| MASECO LLP |
2026 Q1
|
4/21/2026 |
| Ackerman Asset Management, LLC |
2026 Q1
|
4/21/2026 |
| SmartHarvest Portfolios, LLC |
2026 Q1
|
4/21/2026 |
| Kingsman Wealth Management, Inc. |
2026 Q1
|
4/21/2026 |
| Ivory Union Consulting Ltd |
2025 Q4
|
4/21/2026 |
| Curat Global, LLC |
2026 Q1
|
4/21/2026 |
| SpringVest Wealth Management LLC |
2026 Q1
|
4/21/2026 |
| GILPIN WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/21/2026 |
| Aurdan Capital Management, LLC |
2026 Q1
|
4/21/2026 |
| RETIREMENT PLANNING GROUP, LLC / NY |
2026 Q1
|
4/21/2026 |
| Wise Wealth Partners |
2026 Q1
|
4/21/2026 |
| Topsail Wealth Management, LLC |
2026 Q1
|
4/21/2026 |
| Yoffe Investment Management, LLC |
2026 Q1
|
4/21/2026 |
| Maridea Wealth Management LLC |
2026 Q1
|
4/21/2026 |
| OneAscent Family Office, LLC |
2026 Q1
|
4/21/2026 |
| Hippocratic Financial Advisors, LLC |
2026 Q1
|
4/21/2026 |
| L.K. Benson & Company, P.C. |
2026 Q1
|
4/21/2026 |
| North Forty Two & Co. |
2026 Q1
|
4/21/2026 |
| Magnolia Private Wealth, LLC |
2026 Q1
|
4/21/2026 |
| Drum Hill Capital, LLC |
2026 Q1
|
4/21/2026 |
| Alta Partners Management Company, L.P. |
2026 Q1
|
4/21/2026 |
| ADG Wealth Management Group, LLC |
2026 Q1
|
4/21/2026 |
| SIMS INVESTMENT MANAGEMENT, LLC |
2026 Q1
|
4/21/2026 |
| Keystone Financial Group, Inc. |
2026 Q1
|
4/21/2026 |
| TigerOak Management, L.L.C. |
2026 Q1
|
4/21/2026 |
| SLT Holdings LLC |
2026 Q1
|
4/21/2026 |
| FLP Wealth Management, LLC |
2026 Q1
|
4/21/2026 |
| KIECKHEFER GROUP LLC |
2026 Q1
|
4/21/2026 |
| BLUE JEAN FINANCIAL LLC |
2026 Q1
|
4/21/2026 |
| Wolfstich Capital, LLC |
2026 Q1
|
4/21/2026 |
| Compass Planning Associates Inc |
2026 Q1
|
4/21/2026 |
| Keystone Financial Services, LLC |
2026 Q1
|
4/21/2026 |
| Nabity-Jensen Investment Management Inc |
2026 Q1
|
4/21/2026 |
| WASHINGTON GROWTH STRATEGIES LLC |
2026 Q1
|
4/21/2026 |
| Yardley Wealth Management LLC |
2026 Q1
|
4/21/2026 |
| Next Level Wealth Planning, LLC |
2026 Q1
|
4/21/2026 |
| BCS Private Wealth Management, Inc. |
2026 Q1
|
4/21/2026 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych |
2026 Q1
|
4/21/2026 |
| Generali Powszechne Towarzystwo Emerytalne |
2026 Q1
|
4/21/2026 |
| Merkkuri Wealth Advisors LLC |
2026 Q1
|
4/21/2026 |
| Tumwater Wealth Management, LLC |
2026 Q1
|
4/21/2026 |
| LifeWealth Investments, LLC |
2026 Q1
|
4/21/2026 |
| Meridian Financial Advisors, LLC |
2026 Q1
|
4/21/2026 |
| ACCREDITED INVESTOR SERVICES, LLC |
2026 Q1
|
4/21/2026 |
| International Private Wealth Advisors LLC |
2026 Q1
|
4/21/2026 |
| Tenon Financial LLC |
2026 Q1
|
4/21/2026 |
| Verisail Partners, LLC |
2026 Q1
|
4/21/2026 |
| AA Financial Advisors, LLC |
2026 Q1
|
4/21/2026 |
| Sugar Maple Asset Management, LLC |
2026 Q1
|
4/21/2026 |
| Sunpointe, LLC |
2026 Q1
|
4/21/2026 |
| Randall & Associates Wealth Management |
2026 Q1
|
4/21/2026 |
| Long Island Wealth Management, Inc. |
2026 Q1
|
4/21/2026 |
| EVERPAR ADVISORS LLC |
2026 Q1
|
4/21/2026 |
| Sequent Planning LLC |
2026 Q1
|
4/21/2026 |
| VCI Wealth Management LLC |
2026 Q1
|
4/21/2026 |
| Financial Architects, LLC |
2026 Q1
|
4/21/2026 |
| TRITONPOINT WEALTH, LLC |
2026 Q1
|
4/21/2026 |
| Trueblood Wealth Management, LLC |
2026 Q1
|
4/21/2026 |
| Towneley Capital Management, Inc / DE |
2026 Q1
|
4/21/2026 |
| Lewis Asset Management, LLC |
2026 Q1
|
4/21/2026 |
| BCU Wealth Advisors, LLC |
2026 Q1
|
4/21/2026 |
| Morton Capital Management LLC/CA |
2026 Q1
|
4/21/2026 |
| Concurrent Investment Advisors, LLC |
2026 Q1
|
4/21/2026 |
| BARLOW WEALTH PARTNERS, LLC |
2026 Q1
|
4/21/2026 |
| Tassel Capital Management, Inc. |
2026 Q1
|
4/21/2026 |
| Williams & Novak, LLC |
2026 Q1
|
4/21/2026 |
| Waterway Wealth Management, LLC |
2026 Q1
|
4/21/2026 |
| Clio Asset Management LLC |
2026 Q1
|
4/21/2026 |
| Nemes Rush Group LLC |
2026 Q1
|
4/21/2026 |
| ABLE Financial Group, LLC |
2026 Q1
|
4/21/2026 |
| INSTRUMENTAL WEALTH, LLC |
2026 Q1
|
4/21/2026 |
| Decker Retirement Planning Inc. |
2026 Q1
|
4/21/2026 |
| Alpine Bank Wealth Management |
2026 Q1
|
4/21/2026 |