| WELCH & FORBES LLC |
2026 Q1
|
5/1/2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV |
2026 Q1
|
5/1/2026 |
| PATTEN & PATTEN INC/TN |
2026 Q1
|
5/1/2026 |
| PATHWAY CAPITAL MANAGEMENT, LP |
2026 Q1
|
5/1/2026 |
| SECURIAN ASSET MANAGEMENT, INC |
2026 Q1
|
5/1/2026 |
| PITTENGER & ANDERSON INC |
2026 Q1
|
5/1/2026 |
| UNIVEST FINANCIAL Corp |
2026 Q1
|
5/1/2026 |
| NISA INVESTMENT ADVISORS, LLC |
2026 Q1
|
4/30/2026 |
| LANDAAS & CO /WI /ADV |
2026 Q1
|
4/30/2026 |
| Wilmington Savings Fund Society, FSB |
2026 Q1
|
4/30/2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS |
2026 Q1
|
4/30/2026 |
| GRIFFIN ASSET MANAGEMENT, INC. |
2026 Q1
|
4/30/2026 |
| HSBC HOLDINGS PLC |
2026 Q1
|
4/30/2026 |
| CONNING INC. |
2026 Q1
|
4/30/2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS |
2026 Q1
|
4/30/2026 |
| ROMAN BUTLER FULLERTON & CO |
2026 Q1
|
4/30/2026 |
| MONEY CONCEPTS CAPITAL CORP |
2026 Q1
|
4/30/2026 |
| MANNING & NAPIER ADVISORS LLC |
2026 Q1
|
4/30/2026 |
| FIRST HORIZON CORP |
2026 Q1
|
4/30/2026 |
| EQUITABLE TRUST CO |
2026 Q1
|
4/30/2026 |
| Summit Portfolio Management, LTD. |
2026 Q1
|
4/30/2026 |
| Alessandra Capital Management, LLC |
2025 Q4
|
4/30/2026 |
| Alessandra Capital Management, LLC |
2026 Q1
|
4/30/2026 |
| Henson-Edgewater Management, LLC |
2026 Q1
|
4/30/2026 |
| Hyposwiss Advisors SA |
2026 Q1
|
4/30/2026 |
| VUB Generali dochodkova spravcovska spolocnost, a.s. |
2026 Q1
|
4/30/2026 |
| ATX Financial Planning, LLC |
2026 Q1
|
4/30/2026 |
| Hegarty Advisors, LLC |
2026 Q1
|
4/30/2026 |
| Stronghold Wealth Management L.L.C. |
2026 Q1
|
4/30/2026 |
| Pearl Planning LLC |
2026 Q1
|
4/30/2026 |
| Indivisible Partners |
2026 Q1
|
4/30/2026 |
| Torren Management, LLC |
2026 Q1
|
4/30/2026 |
| ES4, LLC |
2026 Q1
|
4/30/2026 |
| Manske Wealth Management |
2026 Q1
|
4/30/2026 |
| Vertex Investment Solutions Co., Ltd. |
2026 Q1
|
4/30/2026 |
| Munich Reinsurance Co Stock Corp in Munich |
2026 Q1
|
4/30/2026 |
| Base Wealth Management LLC |
2026 Q1
|
4/30/2026 |
| Capstone Capital Management Ltd |
2026 Q1
|
4/30/2026 |
| Myriad Asset Management Advisors LLC |
2026 Q1
|
4/30/2026 |
| WPG Advisers, LLC |
2026 Q1
|
4/30/2026 |
| Integrity Investment Advisors, LLC |
2026 Q1
|
4/30/2026 |
| North Capital, Inc. |
2026 Q1
|
4/30/2026 |
| Yukon Wealth Management, Inc. |
2026 Q1
|
4/30/2026 |
| AlpenGlobal Capital LLC |
2026 Q1
|
4/30/2026 |
| Griffith & Werner, Inc. |
2026 Q1
|
4/30/2026 |
| Warm Springs Advisors Inc. |
2026 Q1
|
4/30/2026 |
| Texas Bank & Trust Co |
2026 Q1
|
4/30/2026 |
| Cohalo Advisory LLC |
2026 Q1
|
4/30/2026 |
| Groupe des Assurances du Credit Mutuel |
2026 Q1
|
4/30/2026 |
| Prepared Retirement Institute LLC |
2026 Q1
|
4/30/2026 |
| SwitchPoint Financial Planning, LLC |
2026 Q1
|
4/30/2026 |
| Graetz Wealth LLC |
2026 Q1
|
4/30/2026 |
| Whipplewood Advisors, LLC |
2026 Q1
|
4/30/2026 |
| Jordan Park Trust Co LLC |
2026 Q1
|
4/30/2026 |
| BAYPOINTE PARTNERS LLC |
2026 Q1
|
4/30/2026 |
| Millstone Evans Group, LLC |
2026 Q1
|
4/30/2026 |
| Triune Financial Partners, LLC |
2026 Q1
|
4/30/2026 |
| WealthCare Asset Management, LLC |
2026 Q1
|
4/30/2026 |
| OMC Financial Services LTD |
2026 Q1
|
4/30/2026 |
| William Howard & Co Financial Advisors Inc |
2026 Q1
|
4/30/2026 |
| LRI Investments, LLC |
2026 Q1
|
4/30/2026 |
| Cooksen Wealth, LLC |
2026 Q1
|
4/30/2026 |
| Naria Inc. |
2026 Q1
|
4/30/2026 |
| Sollinda Capital Management LLC |
2026 Q1
|
4/30/2026 |
| Stablepoint Partners, LLC |
2026 Q1
|
4/30/2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC |
2026 Q1
|
4/30/2026 |
| Valued Wealth Advisors LLC |
2026 Q1
|
4/30/2026 |
| Rockline Wealth Management, LLC |
2026 Q1
|
4/30/2026 |
| LECAP ASSET MANAGEMENT LTD |
2026 Q1
|
4/30/2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC |
2026 Q1
|
4/30/2026 |
| TITLEIST ASSET MANAGEMENT, LLC |
2026 Q1
|
4/30/2026 |
| Kailix Advisors LLC |
2026 Q1
|
4/30/2026 |
| Socha Financial Group, LLC |
2026 Q1
|
4/30/2026 |
| State of Wisconsin - Board of Commissioners of Public Lands |
2026 Q1
|
4/30/2026 |
| Financial Freedom, LLC |
2026 Q1
|
4/30/2026 |
| Owen LaRue, LLC |
2026 Q1
|
4/30/2026 |
| Hassell Wealth Management, LLC |
2026 Q1
|
4/30/2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC |
2026 Q1
|
4/30/2026 |
| Team Hewins, LLC |
2026 Q1
|
4/30/2026 |
| Arista Wealth Management, LLC |
2026 Q1
|
4/30/2026 |
| First Citizens Asset Management, Inc. |
2022 Q4 - RESTATEMENT
|
4/30/2026 |
| Forza Wealth Management, LLC |
2026 Q1
|
4/30/2026 |
| Fortune Financial Advisors, LLC |
2026 Q1
|
4/30/2026 |
| Left Brain Wealth Management, LLC |
2026 Q1
|
4/30/2026 |
| Summa Corp. |
2026 Q1
|
4/30/2026 |
| Resona Asset Management Co.,Ltd. |
2026 Q1
|
4/30/2026 |
| Range Financial Group LLC |
2026 Q1
|
4/30/2026 |
| Mason & Associates Inc |
2026 Q1
|
4/30/2026 |
| ASR Vermogensbeheer N.V. |
2026 Q1
|
4/30/2026 |
| Simplicity Wealth,LLC |
2026 Q1
|
4/30/2026 |
| COMMONS CAPITAL, LLC |
2026 Q1
|
4/30/2026 |
| ETF Store, Inc. |
2026 Q1
|
4/30/2026 |
| PRIMORIS WEALTH ADVISORS, LLC |
2026 Q1
|
4/30/2026 |
| BLODGETT WEALTH ADVISORS, LLC |
2026 Q1
|
4/30/2026 |
| Stegner Investment Associates Inc. |
2026 Q1
|
4/30/2026 |
| Peterson Wealth Services |
2026 Q1
|
4/30/2026 |
| Stiles Financial Services Inc |
2026 Q1
|
4/30/2026 |
| CHANNING GLOBAL ADVISORS, LLC |
2026 Q1
|
4/30/2026 |
| CarsonAllaria Wealth Management, Ltd. |
2026 Q1
|
4/30/2026 |
| Carmel Capital Partners, LLC |
2026 Q1
|
4/30/2026 |