| FF Advisors,LLC |
2026 Q1
|
4/27/2026 |
| Gordian Advisors LLC |
2026 Q1
|
4/27/2026 |
| Mosley Wealth Management |
2026 Q1
|
4/27/2026 |
| Trademark Financial Management, LLC |
2026 Q1
|
4/27/2026 |
| Keyes, Stange & Wooten Wealth Management, LLC |
2026 Q1
|
4/27/2026 |
| VICTORY FINANCIAL GROUP, LLC |
2026 Q1
|
4/27/2026 |
| Mustard Seed Financial, LLC |
2026 Q1
|
4/27/2026 |
| MKA Charitable Fund |
2026 Q1
|
4/27/2026 |
| EVOLUTION WEALTH MANAGEMENT INC. |
2026 Q1
|
4/27/2026 |
| Prevatt Capital Ltd |
2026 Q1
|
4/27/2026 |
| Vivid Wealth Management, LLC |
2026 Q1
|
4/27/2026 |
| Turtle Creek Wealth Advisors, LLC |
2026 Q1
|
4/27/2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. |
2026 Q1
|
4/27/2026 |
| Burford Brothers, Inc. |
2026 Q1
|
4/27/2026 |
| QRG CAPITAL MANAGEMENT, INC. |
2026 Q1
|
4/27/2026 |
| PFG Investments, LLC |
2026 Q1
|
4/27/2026 |
| Ergawealth Advisors, Inc. |
2026 Q1
|
4/27/2026 |
| Consolidated Portfolio Review Corp |
2026 Q1
|
4/27/2026 |
| LBP AM SA |
2026 Q1
|
4/27/2026 |
| Flagstone Financial Management |
2026 Q1
|
4/27/2026 |
| Portman Square Capital LLP |
2026 Q1
|
4/27/2026 |
| Tanglewood Legacy Advisors, LLC |
2026 Q1
|
4/27/2026 |
| LEGACY FINANCIAL GROUP, INC. |
2026 Q1
|
4/27/2026 |
| Moran Wealth Management, LLC |
2026 Q1
|
4/27/2026 |
| New England Capital Financial Advisors LLC |
2026 Q1
|
4/27/2026 |
| Syntegra Private Wealth Group, LLC |
2026 Q1
|
4/27/2026 |
| Arcadia Wealth Management, LLC |
2026 Q1
|
4/27/2026 |
| HTG Investment Advisors, Inc. |
2026 Q1
|
4/27/2026 |
| Kennon-Green & Company, LLC |
2026 Q1
|
4/27/2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC |
2026 Q1
|
4/27/2026 |
| Rochester Wealth Strategies, LLC |
2026 Q1
|
4/27/2026 |
| Meredith Wealth Planning |
2026 Q1
|
4/27/2026 |
| Cresta Advisors, Ltd. |
2026 Q1
|
4/27/2026 |
| ACUTE INVESTMENT ADVISORY, LLC |
2026 Q1
|
4/27/2026 |
| V-Square Quantitative Management LLC |
2026 Q1
|
4/27/2026 |
| FSM Wealth Advisors, LLC |
2026 Q1
|
4/27/2026 |
| GDS Wealth Management |
2026 Q1
|
4/27/2026 |
| Quantum Private Wealth, LLC |
2026 Q1
|
4/27/2026 |
| FORTE ASSET MANAGEMENT LLC |
2026 Q1
|
4/27/2026 |
| Carter Financial Group, INC. |
2026 Q1
|
4/27/2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / |
2026 Q1
|
4/27/2026 |
| Bulltick Wealth Management, LLC |
2026 Q1
|
4/27/2026 |
| BSN Capital Partners Ltd |
2026 Q1
|
4/27/2026 |
| Ulland Investment Advisors, LLC |
2026 Q1
|
4/27/2026 |
| HB Wealth Management, LLC |
2026 Q1
|
4/27/2026 |
| DENVER WEALTH MANAGEMENT, INC. |
2026 Q1
|
4/27/2026 |
| Schaeffer Financial LLC |
2026 Q1
|
4/27/2026 |
| Revisor Wealth Management LLC |
2026 Q1
|
4/27/2026 |
| DB Fitzpatrick & Co, Inc |
2026 Q1
|
4/27/2026 |
| Dominguez Wealth Management Solutions, Inc. |
2026 Q1
|
4/27/2026 |
| JB Capital LLC |
2026 Q1
|
4/27/2026 |
| Elemental Capital Partners LLC |
2026 Q1
|
4/27/2026 |
| Simplify Asset Management Inc. |
2026 Q1
|
4/27/2026 |
| Thrive Capital Management, LLC |
2026 Q1
|
4/27/2026 |
| BCK Partners, Inc. |
2026 Q1
|
4/27/2026 |
| Colonial River Investments, LLC |
2026 Q1
|
4/27/2026 |
| Brown Financial Advisory |
2026 Q1
|
4/27/2026 |
| Latitude Advisors, LLC |
2026 Q1
|
4/27/2026 |
| Altus Wealth Group LLC |
2026 Q1
|
4/27/2026 |
| Platform Technology Partners |
2026 Q1
|
4/27/2026 |
| Tennessee Valley Asset Management Partners |
2026 Q1
|
4/27/2026 |
| Client First Capital LLC |
2026 Q1
|
4/27/2026 |
| Independent Solutions Wealth Management, LLC |
2026 Q1
|
4/27/2026 |
| NDWM LLC |
2026 Q1
|
4/27/2026 |
| Argos Wealth Advisors, LLC |
2026 Q1
|
4/27/2026 |
| TABR Capital Management, LLC |
2026 Q1
|
4/27/2026 |
| PING CAPITAL MANAGEMENT, INC. |
2026 Q1
|
4/27/2026 |
| PAX Financial Group, LLC |
2026 Q1
|
4/27/2026 |
| Optas, LLC |
2026 Q1
|
4/27/2026 |
| Soltis Investment Advisors LLC |
2026 Q1
|
4/27/2026 |
| CWS Financial Advisors, LLC |
2026 Q1
|
4/27/2026 |
| Marotta Asset Management |
2026 Q1
|
4/27/2026 |
| Apeiron RIA LLC |
2026 Q1
|
4/27/2026 |
| S.A. Mason LLC |
2026 Q1
|
4/27/2026 |
| TSFG, LLC |
2026 Q1
|
4/27/2026 |
| Beacon Financial Advisory LLC |
2026 Q1
|
4/27/2026 |
| Fiduciary Planning LLC |
2026 Q1
|
4/27/2026 |
| Nipun Capital, L.P. |
2026 Q1
|
4/27/2026 |
| Ethic Inc. |
2026 Q1
|
4/27/2026 |
| Leelyn Smith, LLC |
2026 Q1
|
4/27/2026 |
| Hi-Line Capital Management, LLC |
2026 Q1
|
4/27/2026 |
| Y-Intercept (Hong Kong) Ltd |
2026 Q1
|
4/27/2026 |
| New World Advisors LLC |
2026 Q1
|
4/27/2026 |
| New World Advisors LLC |
2026 Q1 - RESTATEMENT
|
4/27/2026 |
| ALTERNA WEALTH MANAGEMENT, INC |
2026 Q1
|
4/27/2026 |
| Great Point Wealth Advisors, LLC |
2026 Q1
|
4/27/2026 |
| Benchmark Financial Wealth Advisors, LLC |
2026 Q1
|
4/27/2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC |
2026 Q1
|
4/27/2026 |
| USAdvisors Wealth Management, LLC |
2026 Q1
|
4/27/2026 |
| Sharp Wealth Advisory, LLC |
2026 Q1
|
4/27/2026 |
| FSA WEALTH PARTNERS, INC. |
2026 Q1
|
4/27/2026 |
| Sound Income Strategies, LLC |
2026 Q1
|
4/27/2026 |
| Allied Investment Advisors, LLC |
2026 Q1
|
4/27/2026 |
| Garrett Wealth Advisory Group, LLC |
2026 Q1
|
4/27/2026 |
| DeDora Capital, Inc. |
2026 Q1
|
4/27/2026 |
| MONEYWISE, INC. |
2026 Q1
|
4/27/2026 |
| Counterpoint Mutual Funds LLC |
2026 Q1
|
4/27/2026 |
| Symmetry Partners, LLC |
2026 Q1
|
4/27/2026 |
| NVWM, LLC |
2026 Q1
|
4/27/2026 |
| GenTrust, LLC |
2026 Q1
|
4/27/2026 |