| Corus Family Wealth Advisors |
2026 Q1
|
4/29/2026 |
| FIDELIS iM, LLC |
2026 Q1
|
4/29/2026 |
| Sageworth Trust Co of South Dakota |
2026 Q1
|
4/29/2026 |
| CHILDRESS CAPITAL ADVISORS, LLC |
2026 Q1
|
4/29/2026 |
| Weitzel Financial Services, Inc. |
2026 Q1
|
4/29/2026 |
| True Link Financial Advisors, LLC |
2026 Q1
|
4/29/2026 |
| True Link Financial Advisors, LLC |
2026 Q1 - RESTATEMENT
|
4/29/2026 |
| CFS Investment Advisory Services, LLC |
2026 Q1
|
4/29/2026 |
| San Luis Wealth Advisors LLC |
2026 Q1
|
4/29/2026 |
| Orin Green Financial, LLC |
2026 Q1
|
4/29/2026 |
| Rye Brook Capital LLC |
2026 Q1
|
4/29/2026 |
| TriaGen Wealth Management LLC |
2026 Q1
|
4/29/2026 |
| Avory & Company, LLC |
2026 Q1
|
4/29/2026 |
| PATRON PARTNERS, LLC |
2026 Q1
|
4/29/2026 |
| JERICHO FINANCIAL, LLP |
2026 Q1
|
4/29/2026 |
| Unison Asset Management LLC |
2026 Q1
|
4/29/2026 |
| Blossom Wealth Management |
2026 Q1
|
4/29/2026 |
| Mithaq Capital SPC |
2026 Q1
|
4/29/2026 |
| IAG Wealth Partners, LLC |
2026 Q1
|
4/29/2026 |
| Impact Investors, Inc |
2026 Q1
|
4/29/2026 |
| Live Oak Investment Partners |
2026 Q1
|
4/29/2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC |
2026 Q1
|
4/29/2026 |
| Navalign, LLC |
2026 Q1
|
4/29/2026 |
| AM INVESTMENT STRATEGIES LLC |
2026 Q1
|
4/29/2026 |
| Horst & Graben Wealth Management LLC |
2026 Q1
|
4/29/2026 |
| Tempus Wealth Planning, LLC |
2026 Q1
|
4/29/2026 |
| Resonant Capital Advisors, LLC |
2026 Q1
|
4/29/2026 |
| Mine & Arao Wealth Creation & Management, LLC. |
2026 Q1
|
4/29/2026 |
| Houlihan Financial Resource Group, Ltd. |
2026 Q1
|
4/29/2026 |
| CVA Family Office, LLC |
2026 Q1
|
4/29/2026 |
| WJ Wealth Management, LLC |
2026 Q1
|
4/29/2026 |
| Cairn Investment Group, Inc. |
2026 Q1
|
4/29/2026 |
| HOEY INVESTMENTS, INC |
2026 Q1
|
4/29/2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC |
2026 Q1
|
4/29/2026 |
| Brooklyn Investment Group |
2026 Q1
|
4/29/2026 |
| Hubbell Strickland Wealth Management, LLC |
2026 Q1
|
4/29/2026 |
| KDK Private Wealth Management, LLC |
2026 Q1
|
4/29/2026 |
| Wesleyan Assurance Society |
2026 Q1
|
4/29/2026 |
| Strategic Blueprint, LLC |
2026 Q1
|
4/29/2026 |
| Opes Wealth Management LLC |
2026 Q1
|
4/29/2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC |
2026 Q1
|
4/29/2026 |
| SilverOak Wealth Management LLC |
2026 Q1
|
4/29/2026 |
| Global Strategic Investment Solutions, LLC |
2026 Q1
|
4/29/2026 |
| H Capital V GP, L.P. |
2026 Q1
|
4/29/2026 |
| McGuire Investment Group, LLC |
2026 Q1
|
4/29/2026 |
| Curative Ventures V LLC |
2026 Q1
|
4/29/2026 |
| Investment Insight Wealth Management, LLC |
2026 Q1
|
4/29/2026 |
| Aljian Capital Management, LLC |
2026 Q1
|
4/29/2026 |
| FINANCIAL LIFE ADVISORS |
2026 Q1
|
4/29/2026 |
| Townsend & Associates, Inc |
2026 Q1
|
4/29/2026 |
| Landmark Wealth Management, LLC |
2026 Q1
|
4/29/2026 |
| Wendel SE |
2026 Q1
|
4/29/2026 |
| KLP KAPITALFORVALTNING AS |
2026 Q1
|
4/29/2026 |
| Aberdeen Group plc |
2026 Q1
|
4/29/2026 |
| CAHABA WEALTH MANAGEMENT, INC. |
2026 Q1
|
4/29/2026 |
| Cordatus Wealth Management LLC |
2026 Q1
|
4/29/2026 |
| Garner Asset Management Corp |
2026 Q1
|
4/29/2026 |
| Geneva Partners, LLC |
2026 Q1
|
4/29/2026 |
| BHK Investment Advisors, LLC |
2026 Q1
|
4/29/2026 |
| BFSG, LLC |
2026 Q1
|
4/29/2026 |
| Seelaus Asset Management LLC |
2026 Q1
|
4/29/2026 |
| Sanchez Wealth Management Group |
2026 Q1
|
4/29/2026 |
| LWM Advisory Services, LLC |
2026 Q1
|
4/29/2026 |
| Farmers & Merchants Trust Co of Chambersburg PA |
2026 Q1 - RESTATEMENT
|
4/29/2026 |
| Armor Investment Advisors, LLC |
2026 Q1
|
4/29/2026 |
| RED CRANE WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/29/2026 |
| Harbour Capital Advisors, LLC |
2026 Q1
|
4/29/2026 |
| Bell Asset Management Ltd |
2026 Q1
|
4/29/2026 |
| Nicholas Hoffman & Company, LLC. |
2026 Q1
|
4/29/2026 |
| Exane Asset Management |
2026 Q1
|
4/29/2026 |
| Renasant Bank |
2026 Q1
|
4/29/2026 |
| Steele Capital Management, Inc. |
2026 Q1
|
4/29/2026 |
| WealthPLAN Partners, LLC |
2026 Q1
|
4/29/2026 |
| Taylor Frigon Capital Management LLC |
2026 Q1
|
4/29/2026 |
| Strid Group, LLC |
2026 Q1
|
4/29/2026 |
| AG Asset Advisory, LLC |
2026 Q1
|
4/29/2026 |
| Alliance Wealth Management Group |
2026 Q1
|
4/29/2026 |
| Garde Capital, Inc. |
2026 Q1
|
4/29/2026 |
| SAM Advisors, LLC |
2026 Q1
|
4/29/2026 |
| Miramar Fiduciary Corp |
2026 Q1
|
4/29/2026 |
| Addison Capital Co |
2026 Q1
|
4/29/2026 |
| FLOSSBACH VON STORCH SE |
2026 Q1
|
4/29/2026 |
| Sather Financial Group Inc |
2026 Q1
|
4/29/2026 |
| INVESTMENT HOUSE LLC |
2026 Q1
|
4/29/2026 |
| Broussard Financial Group LLC |
2026 Q1
|
4/29/2026 |
| Efficient Advisors, LLC |
2026 Q1
|
4/29/2026 |
| United Asset Strategies, Inc. |
2026 Q1
|
4/29/2026 |
| Advance Capital Management, Inc. |
2026 Q1
|
4/29/2026 |
| Acuitas Investments, LLC |
2026 Q1
|
4/29/2026 |
| SRH ADVISORS, LLC |
2026 Q1
|
4/29/2026 |
| Oldfield Partners LLP |
2026 Q1
|
4/29/2026 |
| WESPAC Advisors, LLC |
2026 Q1
|
4/29/2026 |
| Sageworth Trust Co |
2026 Q1
|
4/29/2026 |
| CARY STREET PARTNERS FINANCIAL LLC |
2026 Q1
|
4/29/2026 |
| LMCG INVESTMENTS, LLC |
2026 Q1
|
4/29/2026 |
| Alberta Investment Management Corp |
2026 Q1
|
4/29/2026 |
| Shelter Ins Retirement Plan |
2026 Q1
|
4/29/2026 |
| Shelter Mutual Insurance Co |
2026 Q1
|
4/29/2026 |
| THOMA BRAVO, L.P. |
2026 Q1
|
4/29/2026 |
| Birch Hill Investment Advisors LLC |
2026 Q1
|
4/29/2026 |