| Delta Wealth Advisors LLC |
2026 Q1
|
4/21/2026 |
| Gutierrez Wealth Advisory, LLC |
2026 Q1
|
4/21/2026 |
| Parker Financial LLC |
2026 Q1
|
4/21/2026 |
| Compass Wealth Management LLC |
2026 Q1
|
4/21/2026 |
| Grey Fox Wealth Advisors, LLC |
2026 Q1
|
4/21/2026 |
| Sensible Money, LLC |
2026 Q1
|
4/21/2026 |
| River Street Advisors LLC |
2026 Q1
|
4/21/2026 |
| McGlone Suttner Wealth Management, Inc. |
2026 Q1
|
4/21/2026 |
| Rooted Wealth Advisors, Inc. |
2026 Q1
|
4/21/2026 |
| RCS Financial Planning, LLC |
2026 Q1
|
4/21/2026 |
| HF Advisory Group, LLC |
2026 Q1
|
4/21/2026 |
| Kooman & Associates |
2026 Q1
|
4/21/2026 |
| WealthSpring Partners, LLC |
2026 Q1
|
4/21/2026 |
| Creative Capital Management Investments LLC |
2026 Q1
|
4/21/2026 |
| UNIQUE WEALTH, LLC |
2026 Q1
|
4/21/2026 |
| STAPP WEALTH MANAGEMENT, PLLC |
2026 Q1
|
4/21/2026 |
| Centennial Advisors, LLC |
2026 Q1
|
4/21/2026 |
| Crane Advisory, LLC |
2026 Q1
|
4/21/2026 |
| FWG Investments, LLC. |
2026 Q1
|
4/21/2026 |
| bLong Financial, LLC |
2026 Q1
|
4/21/2026 |
| Highland Financial Advisors, LLC |
2026 Q1
|
4/21/2026 |
| Pacific Sage Partners, LLC |
2026 Q1
|
4/21/2026 |
| Wallace Advisory Group, LLC |
2026 Q1
|
4/21/2026 |
| Aerodigm Wealth, LLC |
2026 Q1
|
4/21/2026 |
| Aerodigm Wealth, LLC |
2025 Q4 - RESTATEMENT
|
4/21/2026 |
| Powers Advisory Group, LLC |
2026 Q1
|
4/21/2026 |
| MAYPORT, LLC |
2026 Q1
|
4/21/2026 |
| Pinnacle Wealth Management, LLC |
2026 Q1
|
4/21/2026 |
| Mendel Capital Management LLC |
2026 Q1
|
4/21/2026 |
| James Reed Financial Services, Inc. |
2026 Q1
|
4/21/2026 |
| Red Tortoise LLC |
2026 Q1
|
4/21/2026 |
| Fingerlakes Wealth Management, Inc. |
2026 Q1
|
4/21/2026 |
| STUART INVESTMENT ADVISORS, INC. |
2026 Q1
|
4/21/2026 |
| Morton Brown Family Wealth, LLC |
2026 Q1
|
4/21/2026 |
| New Perspectives, Inc |
2026 Q1
|
4/21/2026 |
| WEALTH EFFECTS LLC |
2026 Q1
|
4/21/2026 |
| AVAII WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/21/2026 |
| Buttonwood Financial Advisors Inc. |
2026 Q1
|
4/21/2026 |
| Trevian Wealth Management LLC |
2026 Q1
|
4/21/2026 |
| Independent Wealth Network Inc. |
2026 Q1
|
4/21/2026 |
| Financial Council, LLC |
2026 Q1
|
4/21/2026 |
| Systelligence, LLC |
2026 Q1
|
4/21/2026 |
| Pallas Capital Advisors LLC |
2026 Q1
|
4/21/2026 |
| LCM Capital Management Inc |
2026 Q1
|
4/21/2026 |
| ENCOMPASS WEALTH ADVISORS, LLC |
2026 Q1
|
4/21/2026 |
| Draper Asset Management, LLC |
2026 Q1
|
4/21/2026 |
| Echo Wealth Management, LLC |
2026 Q1
|
4/21/2026 |
| OUTFITTERS FINANCIAL LLC |
2026 Q1
|
4/21/2026 |
| Crown Wealth Group, LLC |
2026 Q1
|
4/21/2026 |
| Urban Wealth Management, LLC |
2026 Q1
|
4/21/2026 |
| OneAscent Wealth Management LLC |
2026 Q1
|
4/21/2026 |
| Clarus Group, Inc. |
2026 Q1
|
4/21/2026 |
| Cannon Global Investment Management, LLC |
2026 Q1
|
4/21/2026 |
| Strategic Equity Management |
2026 Q1
|
4/21/2026 |
| Fort Henry Capital, LLC |
2026 Q1
|
4/21/2026 |
| Greenfield FTC, Inc. |
2026 Q1
|
4/21/2026 |
| Roth Financial Partners LLC |
2026 Q1
|
4/21/2026 |
| BENNETT SELBY INVESTMENTS LP |
2026 Q1
|
4/21/2026 |
| Falcon Wealth Planning |
2026 Q1
|
4/21/2026 |
| Axiom Financial Strategies, LLC |
2026 Q1
|
4/21/2026 |
| CHIRON CAPITAL MANAGEMENT, LLC |
2026 Q1
|
4/21/2026 |
| Signature Wealth Management Partners, LLC |
2026 Q1
|
4/21/2026 |
| Aaron Wealth Advisors LLC |
2026 Q1
|
4/21/2026 |
| Vise Technologies, Inc. |
2026 Q1
|
4/21/2026 |
| Main Line Retirement Advisors, LLC |
2026 Q1
|
4/21/2026 |
| Altus Wealth Management, LLC |
2026 Q1
|
4/21/2026 |
| Mayfair Advisory Group, LLC |
2026 Q1
|
4/21/2026 |
| CFM WEALTH PARTNERS LLC |
2026 Q1
|
4/21/2026 |
| Value Partners Investments Inc. |
2026 Q1
|
4/21/2026 |
| Beaumont Asset Management, L.L.C. |
2026 Q1
|
4/21/2026 |
| Xcel Wealth Management, LLC |
2026 Q1
|
4/21/2026 |
| Savior LLC |
2026 Q1
|
4/21/2026 |
| OneAscent Financial Services LLC |
2026 Q1
|
4/21/2026 |
| WT Wealth Management |
2026 Q1
|
4/21/2026 |
| MBE Wealth Management, LLC |
2026 Q1
|
4/21/2026 |
| WealthNavi Inc. |
2026 Q1
|
4/21/2026 |
| Trivium Point Advisory, LLC |
2026 Q1
|
4/21/2026 |
| Claro Advisors Inc. |
2026 Q1
|
4/21/2026 |
| Maltin Wealth Management, Inc. |
2026 Q1
|
4/21/2026 |
| Riverstone Advisors, LLC |
2026 Q1
|
4/21/2026 |
| Sage Financial Management Group, Inc. |
2026 Q1
|
4/21/2026 |
| Dougherty Wealth Advisers LLC |
2026 Q1
|
4/21/2026 |
| Quad-Cities Investment Group, LLC |
2026 Q1
|
4/21/2026 |
| Stokes Capital Advisors, LLC |
2026 Q1
|
4/21/2026 |
| MRWM Advisors, LLC |
2026 Q1
|
4/21/2026 |
| SWS Partners |
2026 Q1
|
4/21/2026 |
| Poehling Capital Management, INC. |
2026 Q1
|
4/21/2026 |
| Vanguard Capital Wealth Advisors |
2026 Q1
|
4/21/2026 |
| Pegasus Asset Management, Inc. |
2026 Q1
|
4/21/2026 |
| WJ Interests, LLC |
2026 Q1
|
4/21/2026 |
| Columbus Macro, LLC |
2026 Q1
|
4/21/2026 |
| One Wealth Advisors, LLC |
2026 Q1
|
4/21/2026 |
| Refined Wealth Management |
2026 Q1
|
4/21/2026 |
| Compass Advisory Group LLC |
2026 Q1
|
4/21/2026 |
| Medicxi Ventures Management (Jersey) Ltd |
2026 Q1
|
4/21/2026 |
| Founders Capital Management |
2026 Q1
|
4/21/2026 |
| Narus Financial Partners, LLC |
2026 Q1
|
4/21/2026 |
| Marietta Wealth Management, LLC |
2026 Q1
|
4/21/2026 |
| HCR Wealth Advisors |
2026 Q1
|
4/21/2026 |
| Sicart Associates LLC |
2026 Q1
|
4/21/2026 |