| Planning Capital Management Corp |
|
11/6/2024 |
| Planning Center, Inc. |
Moline, IL |
2/2/2026 |
| PLANNING DIRECTIONS INC |
Glen Mills, PA |
1/21/2026 |
| Planning Project LLC |
The Woodlands, TX |
2/12/2026 |
| Planning Solutions Group LLC |
|
8/15/2019 |
| Plante Moran Financial Advisors, LLC |
Southfield, MI |
2/5/2026 |
| PLANWISER FINANCIAL, LLC |
Colorado Springs, CO |
2/13/2026 |
| Platform Technology Partners |
New York, NY |
2/13/2026 |
| Platform Wealth Management, LLC |
Holladay, UT |
2/11/2026 |
| Platinum Equity Advisors, LLC/DE |
Beverly Hills, CA |
2/17/2026 |
| PLATINUM EQUITY, LLC |
Beverly Hills, CA |
2/17/2026 |
| PLATINUM INVESTMENT MANAGEMENT LTD |
Sydney Australia 2000, C3 |
2/13/2026 |
| Platinum Management (NY) LLC |
|
5/16/2016 |
| PLATINUM PARAMOUNT INVESTMENT LTD. |
Nassau, C5 |
3/3/2026 |
| Plato Investment Management Ltd |
Sydney, C3 |
2/4/2026 |
| Platt Investment Counsel, LLC |
Cary, NC |
4/9/2026 |
| Platt Wealth Management LLC |
San Diego, CA |
2/6/2026 |
| Platte River Capital LLC |
|
11/12/2015 |
| Platte River Wealth Advisors, LLC |
|
10/7/2024 |
| Pleasant Lake Partners LLC |
|
5/15/2017 |
| Pleiad Investment Advisors Ltd |
|
11/8/2016 |
| PLIMOTH TRUST CO LLC |
Swansea, MA |
1/27/2026 |
| Plotkin Financial Advisors, LLC |
Chevy Chase, MD |
2/19/2026 |
| Plum Street Advisors, LLC |
New Orleans, LA |
2/13/2026 |
| Pluribus Labs, LLC |
|
8/12/2022 |
| Plus Group Wealth Advisors LLC |
Belgium, WI |
4/7/2026 |
| PLUSTICK MANAGEMENT LLC |
Charlottesville, VA |
2/17/2026 |
| Plymouth Lane Capital Management, LLC |
|
8/11/2016 |
| PM CAPITAL Ltd |
|
10/19/2023 |
| PMC FIG Opportunities LLC |
Jerusalem, L3 |
2/17/2026 |
| PMG Family Office LLC |
Plano, TX |
1/28/2026 |
| PMG Wealth Management, Inc. |
Hawthorn Woods, IL |
1/23/2026 |
| PMV Capital Advisers, LLC |
Dallas, TX |
1/8/2026 |
| PNC FINANCIAL SERVICES GROUP, INC. |
Pittsburgh, PA |
2/6/2026 |
| PNC Managed Account Solutions, Inc. |
|
8/6/2021 |
| Poehling Capital Management, INC. |
Madison, WI |
2/6/2026 |
| POINCIANA ADVISORS GROUP, LLC |
Palm Beach Gardens, FL |
2/9/2026 |
| Point Break Capital Management, LLC |
Miami, FL |
2/12/2026 |
| Point View Wealth Management, Inc. |
|
2/8/2021 |
| Point Windward Advisors Inc. |
New York, NY |
4/9/2026 |
| Point72 (DIFC) Ltd |
|
11/14/2025 |
| Point72 Asia (Singapore) Pte. Ltd. |
|
11/14/2025 |
| Point72 Asset Management, L.P. |
Stamford, CT |
2/17/2026 |
| Point72 Europe (London) LLP |
|
11/14/2025 |
| Point72 Hong Kong Ltd |
|
11/14/2025 |
| Point72 Italy, S.r.l. |
|
11/14/2025 |
| Point72 Middle East FZE |
|
11/14/2025 |
| Point72 Private Investments, LLC |
Stamford, CT |
2/17/2026 |
| Pointe Capital Management LLC |
Grosse Pointe Farms, MI |
2/17/2026 |
| PointState Capital LP |
New York, NY |
2/17/2026 |
| Polar Asset Management Partners Inc. |
Toronto, A6 |
2/17/2026 |
| Polar Capital Holdings Plc |
London, X0 |
2/17/2026 |
| Polar Capital LLP |
|
11/17/2020 |
| Polaris Capital Management, LLC |
Boston, MA |
1/29/2026 |
| Polaris Investment Advisors, LLC |
Framingham, MA |
1/15/2026 |
| Polaris Venture Management Co IV LLC |
|
2/14/2017 |
| Polaris Venture Management Co. V, L.L.C. |
|
11/12/2021 |
| Polaris Venture Management Co. VI, L.L.C. |
|
11/14/2017 |
| Polaris Wealth Advisory Group, LLC |
|
10/11/2023 |
| Polarity Investment Partners LP |
|
8/15/2022 |
| POLEN CAPITAL MANAGEMENT LLC |
Boca Raton, FL |
2/12/2026 |
| Polianta Ltd |
St Helier, Y9 |
1/15/2026 |
| Police & Firemen's Retirement System of New Jersey |
Trenton, NJ |
2/13/2026 |
| Politan Capital Management LP |
New York, NY |
2/17/2026 |
| Pollock Investment Advisors, LLC |
Ann Arbor, MI |
2/12/2026 |
| Polunin Capital Partners Ltd |
London, X0 |
1/20/2026 |
| Polus Capital Management Ltd |
|
11/14/2024 |
| Polymer Capital Management (HK) LTD |
Hong Kong, K3 |
2/13/2026 |
| Polymer Capital Management (US) LLC |
New York, NY |
2/17/2026 |
| POM Investment Strategies, LLC |
Raleigh, NC |
2/17/2026 |
| Pomelo Capital LLC |
|
11/14/2018 |
| Ponoi II Management, LLC |
|
11/14/2022 |
| Ponoi Management, LLC |
|
11/14/2022 |
| Ponta Wealth Partners, LLC |
Winter Park, FL |
2/3/2026 |
| POPE ASSET MANAGEMENT, LLC |
|
11/30/2018 |
| Poplar Forest Capital LLC |
|
5/6/2025 |
| Port Capital LLC |
Chicago, IL |
2/17/2026 |
| Porter White Investment Advisors, Inc. |
Birmingham, AL |
1/29/2026 |
| Portfolio Design Labs, LLC |
Encino, CA |
2/11/2026 |
| Portfolio Resources Advisor Group, Inc. |
Coral Gables, FL |
2/13/2026 |
| Portfolio Solutions, LLC |
|
11/14/2022 |
| Portfolio Strategies Inc |
|
2/13/2018 |
| Portfolio Strategies, Inc. |
Montvale, NJ |
1/27/2026 |
| Portland Financial Advisors Inc |
Port Washington, NY |
2/6/2026 |
| Portland Global Advisors LLC |
Portland, ME |
2/10/2026 |
| Portland Hill Asset Management Ltd |
|
5/31/2024 |
| PORTLAND HILL CAPITAL LLP |
|
2/16/2017 |
| PORTLAND INVESTMENT COUNSEL INC. |
Burlington, A6 |
2/12/2026 |
| Portland Ltd |
|
11/14/2022 |
| Portman Ltd |
|
11/12/2024 |
| Portman Square Capital LLP |
London, X0 |
1/23/2026 |
| PORTOLA GROUP INC /CA |
|
7/17/2015 |
| Portolan Capital Management, LLC |
Boston, MA |
2/17/2026 |
| Portside Wealth Group, LLC |
Provo, UT |
1/21/2026 |
| Portus Wealth Advisors, LLC |
Charlotte, NC |
1/27/2026 |
| POST ADVISORY GROUP LLC |
Santa Monica, CA |
5/13/2014 |
| Post Oak Energy Holdings, LLC |
Houston, TX |
2/17/2026 |
| Post Resch Tallon Group Inc. |
Pittsford, NY |
4/8/2026 |
| POSTROCK PARTNERS LLC |
Overland Park, OR |
1/16/2026 |
| POTENTIA WEALTH |
San Jose, CA |
2/13/2026 |
| Potomac Capital Management, Inc. |
New York, NY |
2/11/2026 |
| POTOMAC FUND MANAGEMENT INC /ADV |
Bethesda, MD |
2/13/2026 |
| Potrero Capital Research LLC |
San Francisco, CA |
2/17/2026 |
| Powell Investment Advisors, LLC |
Miami, FL |
2/9/2026 |
| Power Alpha Investment Ltd |
Road Town, Tortola, D8 |
1/23/2026 |
| Power Corp of Canada |
Montreal, Quebec, Z4 |
2/17/2026 |
| POWER WEALTH MANAGEMENT LLC |
Alpharetta, GA |
2/17/2026 |
| Powerhouse Assets LLC |
Lincoln, MA |
1/15/2026 |
| Powers Advisory Group, LLC |
Highland, IL |
1/22/2026 |
| Powers Capital, LLC |
San Francisco, CA |
2/5/2026 |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. |
Warszawa, R9 |
1/12/2026 |
| PPM AMERICA INC/IL |
Chicago, IL |
2/11/2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. |
Portage, MI |
4/8/2026 |
| PPSC Investment Service Corp |
Tokyo, M0 |
1/26/2026 |
| Praesidium Investment Management Company, LLC |
New York, NY |
2/17/2026 |
| Praetorian Capital Management LLC |
|
5/31/2023 |
| Praetorian PR LLC |
Rincon, PR |
2/17/2026 |
| Praetorian Wealth Management, Inc. |
Carmel, CA |
4/9/2026 |
| PRAGMA GESTAO DE PATRIMONIO LTD |
Sao Paulo, D5 |
2/13/2026 |
| Prairie Sky Financial Group LLC |
|
7/28/2025 |
| Prairie Wealth Advisors, Inc. |
Omaha, NE |
2/9/2026 |
| PrairieView Partners, LLC |
|
7/25/2025 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC |
Frankfort, IL |
2/5/2026 |
| Prairiewood Capital, LLC |
Fargo, ND |
1/26/2026 |
| PRAKASH INVESTMENT ADVISORS LLC |
Las Vegas, NV |
1/27/2026 |
| Prana Capital Management, LP |
Greenwich, CT |
2/17/2026 |
| Prasad Wealth Partners, LLC |
Independence, OH |
1/27/2026 |
| Pratt Collard Advisory Partners LLC |
|
7/14/2021 |
| Praxis Capital Management LLC |
Hinsdale, IL |
2/9/2026 |
| PRAXIS INVESTMENT MANAGEMENT INC |
Goshen, IN |
2/3/2026 |
| PRECEDENT WEALTH PARTNERS, LLC |
Houston, TX |
1/7/2026 |
| PRECEPT MANAGEMENT LLC |
|
11/14/2023 |
| PRECISION PATH CAPITAL, LP |
|
2/14/2019 |
| Precision Wealth Strategies, LLC |
Saint Louis, MO |
1/30/2026 |
| Precocity Capital LP |
|
2/12/2019 |
| PRELUDE CAPITAL MANAGEMENT, LLC |
New York, NY |
2/17/2026 |
| Premia Global Advisors, LLC |
|
11/14/2019 |
| PREMIER ASSET MANAGEMENT LLC |
|
5/9/2023 |
| Premier Financial Group |
Eureka, CA |
2/9/2026 |
| Premier Fund Managers Ltd |
Guildford, X0 |
2/3/2026 |
| Premier Path Wealth Partners, LLC |
Madison, NJ |
1/22/2026 |
| Premier Private Wealth Management LLC |
Palm Harbor, FL |
2/11/2026 |
| Premier Wealth Management W.L.L. |
Manama, C6 |
2/20/2026 |
| Premise Capital, LLC |
|
8/14/2020 |
| Prentice Capital Management, LP |
Greenwich, CT |
2/17/2026 |
| Prentice Wealth Management LLC |
Rochester, NY |
1/30/2026 |
| PRENTISS SMITH & CO INC |
Brattleboro, VT |
1/29/2026 |
| Prepared Retirement Institute LLC |
Lansdale, PA |
1/29/2026 |
| Prescott General Partners LLC |
Boca Raton, FL |
2/17/2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. |
Tulsa, OK |
2/6/2026 |
| PRESCOTT INVESTORS PROFIT SHARING TRUST |
|
11/14/2022 |
| Presidio Capital Management, LLC |
San Diego, CA |
4/8/2026 |
| PRESILIUM PRIVATE WEALTH, LLC |
Radnor, PA |
1/13/2026 |
| Presima Securities ULC |
Montreal, A8 |
2/10/2026 |
| Presper Financial Architects, LLC |
Akron, OH |
2/5/2026 |
| Prestige Wealth Management Group LLC |
Flemington, NJ |
2/20/2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC |
Leawood, KS |
2/6/2026 |
| Prevatt Capital Ltd |
Nassau, C5 |
2/17/2026 |
| Price Capital Management, Inc. |
Lafayette, LA |
2/3/2026 |
| Price Financial Group Wealth Management, Inc |
Portland, OR |
2/17/2026 |
| Price Jennifer C. |
|
2/13/2025 |
| PRICE MICHAEL F |
|
5/16/2022 |
| PRICE T ROWE ASSOCIATES INC /MD/ |
Baltimore, MD |
2/17/2026 |
| Price Wealth, LLC |
|
10/22/2020 |
| Priebe Wealth Holdings LLC |
|
7/25/2025 |
| Primavera Capital Management Ltd |
George Town, E9 |
2/13/2026 |
| Prime Buchholz LLC |
Portsmouth, NH |
2/11/2026 |
| Prime Capital Investment Advisors, LLC |
Overland Park, KS |
1/21/2026 |
| Prime Capital Management Co Ltd |
Hong Kong, K3 |
2/12/2026 |
| Prime Movers Lab LLC |
|
5/15/2024 |
| PRIMECAP MANAGEMENT CO/CA/ |
Pasadena, CA |
2/11/2026 |
| PRIMORIS WEALTH ADVISORS, LLC |
North Palm Beach, FL |
2/3/2026 |
| Prince Street Capital Management LLC |
|
11/14/2022 |
| Princeton Alpha Management LP |
|
7/13/2017 |
| PRINCETON CAPITAL MANAGEMENT INC |
|
11/3/2017 |
| PRINCETON CAPITAL MANAGEMENT LLC |
Red Bank, NJ |
2/6/2026 |
| Princeton Global Asset Management LLC |
Princeton, NJ |
1/20/2026 |
| Princeton Portfolio Strategies Group LLC |
|
8/2/2021 |
| PRINCIPAL FINANCIAL GROUP INC |
Des Moines, IA |
2/2/2026 |
| PRINCIPAL SECURITIES, INC. |
Des Moines, IA |
2/12/2026 |
| Principia Wealth Advisory, LLC |
Dallas, TX |
2/10/2026 |
| Principle Wealth Partners LLC |
Madison, CT |
2/6/2026 |
| PRING TURNER CAPITAL GROUP INC |
Alamo, CA |
2/10/2026 |
| PRIO WEALTH LIMITED PARTNERSHIP |
|
10/21/2024 |
| Prism Advisors, Inc. |
Studio City, CA |
1/23/2026 |
| Prism Planning Partners LLC |
Libertyville, IL |
2/11/2026 |
| Prisma Capital Partners LP |
|
11/14/2019 |
| Private Advisor Group, LLC |
Morristown, NJ |
2/17/2026 |
| Private Advisors, LLC |
|
11/13/2020 |
| Private Advisory Group LLC |
Redmond, WA |
1/15/2026 |
| PRIVATE ASSET MANAGEMENT INC |
|
10/20/2023 |
| Private Capital Advisors, Inc. |
Darien, CT |
2/9/2026 |
| Private Capital Group, LLC |
|
7/28/2022 |
| PRIVATE CAPITAL MANAGEMENT INC |
|
10/26/2017 |
| PRIVATE CAPITAL MANAGEMENT LLC |
|
3/12/2025 |
| Private Capital Management, LLC |
Naples, FL |
2/17/2026 |
| PRIVATE CLIENT SERVICES, LLC |
Louisville, KY |
4/6/2026 |
| Private Harbour Investment Management & Counsel, LLC |
Sagamore Hills, OH |
2/17/2026 |
| PRIVATE MANAGEMENT GROUP INC |
Irvine, CA |
2/12/2026 |
| Private Ocean, LLC |
|
7/30/2024 |