| First Citizens Asset Management, Inc. |
2024 Q4 - RESTATEMENT
|
4/28/2026 |
| First Citizens Asset Management, Inc. |
2024 Q3 - RESTATEMENT
|
4/28/2026 |
| First Citizens Asset Management, Inc. |
2024 Q2 - RESTATEMENT
|
4/28/2026 |
| First Citizens Asset Management, Inc. |
2024 Q1 - RESTATEMENT
|
4/28/2026 |
| First Citizens Asset Management, Inc. |
2023 Q4 - RESTATEMENT
|
4/28/2026 |
| First Citizens Asset Management, Inc. |
2023 Q3 - RESTATEMENT
|
4/28/2026 |
| First Citizens Asset Management, Inc. |
2023 Q2 - RESTATEMENT
|
4/28/2026 |
| First Citizens Asset Management, Inc. |
2023 Q1 - RESTATEMENT
|
4/28/2026 |
| First Citizens Asset Management, Inc. |
2022 Q4 - RESTATEMENT
|
4/28/2026 |
| Goldstein Advisors, LLC |
2026 Q1
|
4/28/2026 |
| Schear Investment Advisers, LLC |
2026 Q1
|
4/28/2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC |
2026 Q1
|
4/28/2026 |
| Northern Financial Advisors Inc |
2026 Q1
|
4/28/2026 |
| Fortis Capital Advisors, LLC |
2026 Q1
|
4/28/2026 |
| Strata Wealth Advisors, LLC |
2026 Q1
|
4/28/2026 |
| W.H. Cornerstone Investments Inc. |
2026 Q1
|
4/28/2026 |
| Wellment Financial |
2026 Q1
|
4/28/2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC |
2026 Q1
|
4/28/2026 |
| Astoria Portfolio Advisors LLC. |
2026 Q1
|
4/28/2026 |
| Fortitude Advisory Group L.L.C. |
2026 Q1
|
4/28/2026 |
| Sheridan Capital Management, LLC |
2026 Q1
|
4/28/2026 |
| Lansing Street Advisors |
2026 Q1
|
4/28/2026 |
| LIBRA WEALTH LLC |
2026 Q1
|
4/28/2026 |
| Walter Public Investments Inc. |
2026 Q1
|
4/28/2026 |
| Fortune 45 LLC |
2026 Q1
|
4/28/2026 |
| Clay Northam Wealth Management, LLC |
2026 Q1
|
4/28/2026 |
| Nvest Financial, LLC |
2026 Q1
|
4/28/2026 |
| Quent Capital, LLC |
2026 Q1
|
4/28/2026 |
| Raleigh Capital Management Inc. |
2026 Q1
|
4/28/2026 |
| Family CFO Inc |
2026 Q1
|
4/28/2026 |
| LGT Fund Management Co Ltd. |
2026 Q1
|
4/28/2026 |
| LGT Group Foundation |
2026 Q1
|
4/28/2026 |
| Intelligent Financial Strategies |
2026 Q1
|
4/28/2026 |
| Planning Center, Inc. |
2026 Q1
|
4/28/2026 |
| Bryant Woods Investment Advisors, LLC |
2026 Q1
|
4/28/2026 |
| Intrinsic Value Partners, LLC |
2026 Q1
|
4/28/2026 |
| Disciplined Equity Management, Inc. |
2026 Q1
|
4/28/2026 |
| Insight Inv LLC |
2026 Q1
|
4/28/2026 |
| China Universal Asset Management Co., Ltd. |
2026 Q1
|
4/28/2026 |
| PCG Wealth Advisors, LLC |
2026 Q1
|
4/28/2026 |
| STRATEGIC VALUE BANK PARTNERS LLC |
2026 Q1
|
4/28/2026 |
| SHELTON WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/28/2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. |
2026 Q1
|
4/28/2026 |
| DGS Capital Management, LLC |
2026 Q1
|
4/28/2026 |
| Dean, Jacobson Financial Services, LLC |
2026 Q1
|
4/28/2026 |
| Canvas Wealth Advisors, LLC |
2026 Q1
|
4/28/2026 |
| South Shore Capital Advisors |
2026 Q1
|
4/28/2026 |
| SBI Securities Co., Ltd. |
2026 Q1
|
4/28/2026 |
| Oxler Private Wealth LLC |
2026 Q1
|
4/28/2026 |
| MBL Wealth, LLC |
2026 Q1
|
4/28/2026 |
| Cohen Investment Advisors LLC |
2026 Q1
|
4/28/2026 |
| McGinn Penninger Investment Management, Inc. |
2026 Q1
|
4/28/2026 |
| Ascentis Independent Advisors |
2026 Q1
|
4/28/2026 |
| Compton Financial Group, LLC |
2026 Q1
|
4/28/2026 |
| Halter Ferguson Financial Inc. |
2026 Q1
|
4/28/2026 |
| Beacon Bank & Trust |
2026 Q1
|
4/28/2026 |
| Berger Financial Group, Inc |
2026 Q1
|
4/28/2026 |
| Walkner Condon Financial Advisors LLC |
2026 Q1
|
4/28/2026 |
| TI-TRUST, INC |
2026 Q1
|
4/28/2026 |
| ATTICUS WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/28/2026 |
| Kathmere Capital Management, LLC |
2026 Q1
|
4/28/2026 |
| Samson Rock Capital LLP |
2026 Q1 - RESTATEMENT
|
4/28/2026 |
| Golden State Wealth Management, LLC |
2026 Q1
|
4/28/2026 |
| SAGE RHINO CAPITAL LLC |
2026 Q1
|
4/28/2026 |
| Robertson Stephens Wealth Management, LLC |
2026 Q1
|
4/28/2026 |
| Hillcrest Wealth Advisors - NY, LLC |
2026 Q1
|
4/28/2026 |
| RHS Financial, LLC |
2026 Q1
|
4/28/2026 |
| Hardy Reed LLC |
2026 Q1
|
4/28/2026 |
| Q3 Asset Management |
2026 Q1
|
4/28/2026 |
| GUARDCAP ASSET MANAGEMENT Ltd |
2026 Q1
|
4/28/2026 |
| Steigerwald, Gordon & Koch Inc. |
2026 Q1
|
4/28/2026 |
| Bpifrance SA |
2026 Q1
|
4/28/2026 |
| PFA Pension, Forsikringsaktieselskab |
2026 Q1
|
4/28/2026 |
| Cypress Capital, LLC |
2026 Q1
|
4/28/2026 |
| DDD Partners, LLC |
2026 Q1
|
4/28/2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/28/2026 |
| Belpointe Asset Management LLC |
2026 Q1
|
4/28/2026 |
| Bogart Wealth, LLC |
2026 Q1
|
4/28/2026 |
| Mokosak Advisory Group, LLC |
2026 Q1
|
4/28/2026 |
| Stratos Investment Management, LLC |
2026 Q1
|
4/28/2026 |
| Stratos Wealth Advisors, LLC |
2026 Q1
|
4/28/2026 |
| Hapanowicz & Associates Financial Services, Inc |
2026 Q1
|
4/28/2026 |
| Unison Advisors LLC |
2026 Q1
|
4/28/2026 |
| Share Andrew L. |
2026 Q1
|
4/28/2026 |
| FLAGSHIP HARBOR ADVISORS, LLC |
2026 Q1
|
4/28/2026 |
| CABANA LLC |
2026 Q1
|
4/28/2026 |
| Probity Advisors, Inc. |
2026 Q1
|
4/28/2026 |
| Peak Financial Management, Inc. |
2026 Q1
|
4/28/2026 |
| Ariose Capital Management Ltd |
2026 Q1
|
4/28/2026 |
| Integrated Advisors Network LLC |
2026 Q1
|
4/28/2026 |
| Westbourne Investment Advisors, Inc. |
2026 Q1
|
4/28/2026 |
| RW Investment Management LLC |
2026 Q1
|
4/28/2026 |
| Northstar Group, Inc. |
2026 Q1
|
4/28/2026 |
| Stratos Wealth Partners, LTD. |
2026 Q1
|
4/28/2026 |
| St. Johns Investment Management Company, LLC |
2026 Q1
|
4/28/2026 |
| WILSEY ASSET MANAGEMENT INC |
2026 Q1
|
4/28/2026 |
| GM Advisory Group, LLC |
2026 Q1
|
4/28/2026 |
| Arbor Investment Advisors, LLC |
2026 Q1
|
4/28/2026 |
| EXENCIAL WEALTH ADVISORS, LLC |
2026 Q1
|
4/28/2026 |
| LVZ, Inc. |
2026 Q1
|
4/28/2026 |