| PERSONAL FINANCIAL CONSULTANTS INC /ADV |
|
7/25/2019 |
| Personal Wealth Partners |
|
8/9/2022 |
| PERSPECTIVE WEALTH ADVISORS LLC |
Loveland, CO |
5/8/2026 |
| Pertento Partners LLP |
London, X0 |
5/14/2026 |
| Petersen Hastings Wealth Advisors Inc. |
Kennewick, WA |
4/23/2026 |
| Peterson Financial Group, Inc. |
|
11/6/2024 |
| Peterson Wealth Advisors, LLC |
Orem, UT |
4/9/2026 |
| PETERSON WEALTH MANAGEMENT |
Sparks, NV |
5/15/2026 |
| Peterson Wealth Services |
South Ogden, UT |
4/30/2026 |
| Petiole USA ltd |
New York, NY |
5/14/2026 |
| Petix & Botte Co |
La Mesa, CA |
4/30/2026 |
| PETRA FINANCIAL ADVISORS INC |
Colorado Srpings, CO |
5/13/2026 |
| PETREDIS INVESTMENT ADVISORS LLC |
Warrendale, PA |
4/16/2026 |
| Petros Family Wealth, LLC |
Bloomington, MN |
4/24/2026 |
| Petrus Trust Company, LTA |
Dallas, TX |
5/15/2026 |
| Pettee Investors, Inc. |
Rowayton, CT |
5/4/2026 |
| Pettinga Financial Advisors LLC |
Evansville, IN |
4/13/2026 |
| PETTYJOHN, WOOD & WHITE, INC |
Lynchburg, VA |
5/15/2026 |
| PFA Pension, Forsikringsaktieselskab |
Copenhagen, G7 |
4/28/2026 |
| PFC CAPITAL GROUP, INC. |
Los Angeles, CA |
5/13/2026 |
| PFG Advisors |
Phoenix, AZ |
5/5/2026 |
| PFG Investments, LLC |
Woodbury, NY |
4/27/2026 |
| PFG Private Wealth Management, LLC |
Lutz, FL |
5/14/2026 |
| PFIZER INC |
New York, NY |
5/12/2026 |
| Pflug Koory, LLC |
Omaha, NE |
4/21/2026 |
| PFM Asset Management LLC |
|
11/12/2021 |
| PFM Health Sciences, LP |
San Francisco, CA |
5/15/2026 |
| PFS INVESTMENTS INC. |
|
8/14/2023 |
| PFS Partners, LLC |
Mine Hill, NJ |
4/9/2026 |
| PFW Advisors LLC |
Atlanta, GA |
4/10/2026 |
| PGGM Investments |
Zeist, P7 |
5/15/2026 |
| PGIM Custom Harvest LLC |
Newark, NJ |
5/13/2026 |
| PGIM Wadhwani LLP |
|
6/14/2024 |
| Pharmstandard International S.A. |
|
11/15/2018 |
| Pharo Management, Inc. |
|
11/14/2025 |
| PharVision Advisers, LLC |
Boca Raton, FL |
5/11/2026 |
| Phase 2 Partners, LLC |
|
2/14/2025 |
| PhaseCapital LP |
|
11/7/2018 |
| PHH Investments, Ltd. |
|
2/13/2020 |
| Phil A. Younker & Associates, Ltd. |
Fairbanks, AK |
4/17/2026 |
| Philadelphia Financial Management of San Francisco, LLC |
San Francisco, CA |
5/14/2026 |
| PHILADELPHIA INTERNATIONAL ADVISORS LP |
|
4/29/2015 |
| Philadelphia Investment Partners, LLC |
Voorhees, NJ |
5/5/2026 |
| PHILADELPHIA TRUST CO |
Philadelphia, PA |
5/13/2026 |
| Philip James Wealth Mangement, LLC |
Milton, GA |
4/28/2026 |
| Phillip James Consulting Co. |
Plymouth, MN |
5/11/2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC |
Fort Wayne, IN |
4/16/2026 |
| Phillips Wealth Planners LLC |
Starkville, MS |
5/14/2026 |
| PhiloSmith Capital Corp |
|
9/20/2021 |
| PhiloSmith Capital Corp |
Stamford, CT |
5/14/2026 |
| Philosophy Capital Management LLC |
Alamo, CA |
5/15/2026 |
| Phocas Financial Corp. |
Alameda, CA |
4/30/2026 |
| Phoenician Capital LLC |
|
2/14/2023 |
| Phoenix Financial Ltd. |
Givatayim, L3 |
5/11/2026 |
| Phoenix Investment Adviser LLC |
|
11/13/2019 |
| Phoenix Wealth Advisors |
Chapel Hill, NC |
4/22/2026 |
| Phraction Management LLC |
Colchester, CT |
4/23/2026 |
| Physician Wealth Advisors, Inc. |
Midvale, UT |
4/24/2026 |
| Physician Wealth Solutions Inc. |
North Las Vegas, NV |
4/13/2026 |
| PHYSICIANS FINANCIAL SERVICES, INC. |
Raleigh, NC |
4/15/2026 |
| PIAR LLC |
Las Vegas, NV |
5/8/2026 |
| PICKERING ENERGY PARTNERS LP |
Houston, TX |
5/15/2026 |
| Pictet Asset Management Holding SA |
Carouge, V8 |
4/22/2026 |
| PICTET ASSET MANAGEMENT LTD |
|
8/16/2021 |
| PICTET ASSET MANAGEMENT SA |
|
8/10/2023 |
| PICTET BANK & TRUST Ltd |
Nassau, C5 |
4/14/2026 |
| Pictet North America Advisors SA |
Geneva 73, V8 |
4/14/2026 |
| PICTON MAHONEY ASSET MANAGEMENT |
Toronto, A6 |
5/13/2026 |
| Piedmont Capital Management, LLC |
Whitefish, MT |
5/15/2026 |
| Piedmont Capital Management, LLC/NC |
Greensboro, NC |
4/21/2026 |
| PIEDMONT INVESTMENT ADVISORS INC |
|
8/14/2020 |
| PIER 88 INVESTMENT PARTNERS LLC |
San Francisco, CA |
5/11/2026 |
| Pier Capital, LLC |
Stamford, CT |
5/14/2026 |
| Piermont Capital Management Inc. |
|
2/13/2019 |
| PIERSHALE FINANCIAL GROUP, INC. |
|
7/6/2023 |
| Pilgrim Global Advisors LLC |
Reno, NV |
5/15/2026 |
| Pilgrim Partners Asia Pte Ltd |
Singapore, U0 |
5/12/2026 |
| Pillar Financial Advisors, LLC |
Louisville, KY |
5/7/2026 |
| PILLAR PACIFIC CAPITAL MANAGEMENT LLC |
|
5/4/2021 |
| Pillar Wealth Advisors, LLC |
|
11/10/2025 |
| Pillsbury Lake Capital LLC |
San Francisco, CA |
5/14/2026 |
| PIN OAK INVESTMENT ADVISORS INC |
Houston, TX |
5/15/2026 |
| PINCUS CAPITAL MANAGEMENT, LP |
New York, NY |
5/14/2026 |
| Pine Brook Road Advisors, L.P. |
Bedford, NY |
4/23/2026 |
| Pine Harbor Wealth Management, LLC |
Fairfax, VA |
4/28/2026 |
| Pine Haven Investment Counsel, Inc |
Fairhaven, MA |
4/16/2026 |
| Pine Ridge Advisers LLC |
New York, NY |
5/15/2026 |
| Pine River Capital Management L.P. |
|
11/13/2018 |
| Pine Valley Investments Ltd Liability Co |
Marlton, NJ |
6/8/2026 |
| PineBridge Investments Asia Ltd |
Hong Kong, F4 |
5/14/2026 |
| PINEBRIDGE INVESTMENTS LLC |
New York, NY |
5/14/2026 |
| PineBridge Investments, L.P. |
|
11/14/2025 |
| Pinegrove Venture Partners, LLC |
Menlo Park, CA |
5/13/2026 |
| Pineno Levin & Ford Asset Management, Inc. |
|
1/21/2022 |
| Pineridge Advisors LLC |
|
11/4/2025 |
| Pines Wealth Management, LLC |
Southern Pines, NC |
4/8/2026 |
| PineStone Asset Management Inc. |
Montreal, A8 |
5/1/2026 |
| PineView Asset Management LP |
|
8/14/2018 |
| PING CAPITAL MANAGEMENT, INC. |
New York, NY |
4/27/2026 |
| Pingora Partners LLC |
Wilson, WY |
5/15/2026 |
| Pinion Investment Advisors, LLC |
Wichita, KS |
4/24/2026 |
| PINKERTON WEALTH, LLC |
Coeur D Alene, ID |
4/9/2026 |
| Pinnacle Advisory Group, Inc. |
|
5/12/2021 |
| PINNACLE ASSOCIATES LTD |
New York, NY |
4/21/2026 |
| Pinnacle Bancorp, Inc. |
Beatrice, NE |
4/22/2026 |
| Pinnacle Family Advisors, LLC |
Springfield, MO |
5/14/2026 |
| Pinnacle Financial Group, LLC / IL |
Western Springs, IL |
5/13/2026 |
| PINNACLE FINANCIAL PARTNERS INC |
|
10/28/2025 |
| Pinnacle Financial Partners, Inc. |
Atlanta, GA |
5/14/2026 |
| Pinnacle Holdings, LLC |
Tulsa, OK |
5/8/2026 |
| Pinnacle Investment Management Ltd |
|
11/3/2025 |
| Pinnacle Private Wealth, LLC |
|
7/15/2022 |
| Pinnacle Summer Investments, Inc. |
|
2/16/2016 |
| Pinnacle Wealth Advisors |
|
7/21/2021 |
| Pinnacle Wealth Management Advisory Group, LLC |
Red Bank, NJ |
4/21/2026 |
| Pinnacle Wealth Management Group, Inc. |
Plymouth, MI |
4/14/2026 |
| Pinnacle Wealth Management, LLC |
Roseville, CA |
4/21/2026 |
| Pinnacle Wealth Planning Services, Inc. |
Mansfield, OH |
5/11/2026 |
| Pinnacle West Asset Management, Inc. |
Casper, WY |
5/14/2026 |
| PINNBROOK CAPITAL MANAGEMENT LP |
New York, NY |
5/14/2026 |
| PINNEY & SCOFIELD, INC. |
Cambridge, MA |
5/15/2026 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. |
Singapore, U0 |
5/13/2026 |
| Pinpoint Asset Management Ltd |
|
5/12/2025 |
| Pinz Capital Management, LP |
|
11/15/2022 |
| Pioneer Family Office, LLC |
North Miami Beach, FL |
5/13/2026 |
| PIONEER TRUST BANK N A/OR |
Salem, OR |
4/28/2026 |
| Pioneer Wealth Management Group |
Austin, TX |
4/8/2026 |
| PIPER SANDLER & CO. |
Minneapolis, MN |
5/12/2026 |
| Piscataqua Savings Bank |
Portsmouth, NH |
4/10/2026 |
| PITCAIRN CO |
Conshohocken, PA |
5/14/2026 |
| Pitcairn Wealth Advisors LLC |
Conshohocken, PA |
5/13/2026 |
| PITTENGER & ANDERSON INC |
Lincoln, NE |
5/1/2026 |
| Pitti Group Wealth Management, LLC |
Victor, NY |
5/15/2026 |
| Pivot Point Capital Partners, LLC |
|
1/31/2019 |
| Pivotal bioVenture Partners Investment Advisor LLC |
San Francisco, CA |
5/14/2026 |
| PJT Investments Corp. |
Toronto, A6 |
5/14/2026 |
| PKO BP BANKOWY Universal Pension Society JSC |
Warsaw, R9 |
4/13/2026 |
| PKO Investment Management Joint-Stock Co |
Warsaw, R9 |
4/17/2026 |
| PKS Advisory Services, LLC |
Albany, NY |
5/13/2026 |
| PL Capital Advisors, LLC |
Naples, FL |
5/7/2026 |
| Placemark Investments, Inc. |
|
2/17/2015 |
| Plaisance Capital LLC |
|
8/15/2022 |
| Plan A Wealth LLC |
Lincoln, NE |
5/15/2026 |
| Plan Group Financial, LLC |
Oklahoma City, OK |
4/13/2026 |
| Plancorp, LLC |
Saint Louis, MO |
4/14/2026 |
| Planned Solutions, Inc. |
Folsom, CA |
4/9/2026 |
| PLANNING ALTERNATIVES LTD /ADV |
Birmingham, MI |
5/7/2026 |
| Planning Capital Management Corp |
|
11/6/2024 |
| Planning Center, Inc. |
Moline, IL |
4/28/2026 |
| PLANNING DIRECTIONS INC |
Glen Mills, PA |
4/15/2026 |
| Planning Project LLC |
The Woodlands, TX |
2/12/2026 |
| Planning Solutions Group LLC |
|
8/15/2019 |
| Plante Moran Financial Advisors, LLC |
Southfield, MI |
5/5/2026 |
| PlanVest Financial, Inc |
Gaithersburg, MD |
5/14/2026 |
| PLANWISER FINANCIAL, LLC |
Colorado Springs, CO |
5/12/2026 |
| Platform Technology Partners |
New York, NY |
4/27/2026 |
| Platform Wealth Management, LLC |
Holladay, UT |
2/11/2026 |
| Platinum Equity Advisors, LLC/DE |
Beverly Hills, CA |
5/15/2026 |
| PLATINUM EQUITY, LLC |
Beverly Hills, CA |
5/15/2026 |
| PLATINUM INVESTMENT MANAGEMENT LTD |
Sydney Australia 2000, C3 |
5/13/2026 |
| Platinum Management (NY) LLC |
|
5/16/2016 |
| PLATINUM PARAMOUNT INVESTMENT LTD. |
Nassau, C5 |
5/14/2026 |
| Plato Investment Management Ltd |
Sydney, C3 |
5/4/2026 |
| Platt Investment Counsel, LLC |
Cary, NC |
4/9/2026 |
| Platt Wealth Management LLC |
San Diego, CA |
5/1/2026 |
| 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 |
4/27/2026 |
| Plotkin Financial Advisors, LLC |
Chevy Chase, MD |
5/11/2026 |
| Plum Street Advisors, LLC |
New Orleans, LA |
5/14/2026 |
| Pluribus Labs, LLC |
|
8/12/2022 |
| Plus Group Wealth Advisors LLC |
Belgium, WI |
4/7/2026 |
| PLUSTICK MANAGEMENT LLC |
Charlottesville, VA |
5/15/2026 |
| Plymouth Lane Capital Management, LLC |
|
8/11/2016 |
| PM CAPITAL Ltd |
|
10/19/2023 |
| PMC FIG Opportunities LLC |
Jerusalem, L3 |
5/15/2026 |
| PMG Family Office LLC |
Plano, TX |
4/17/2026 |
| PMG Wealth Management, Inc. |
Hawthorn Woods, IL |
4/17/2026 |
| PMV Capital Advisers, LLC |
Dallas, TX |
4/16/2026 |
| PNC FINANCIAL SERVICES GROUP, INC. |
Pittsburgh, PA |
5/8/2026 |
| PNC Managed Account Solutions, Inc. |
|
8/6/2021 |
| Poehling Capital Management, INC. |
Madison, WI |
4/21/2026 |
| POINCIANA ADVISORS GROUP, LLC |
Palm Beach Gardens, FL |
4/16/2026 |
| Point Break Capital Management, LLC |
Miami, FL |
5/14/2026 |
| Point Nemo Capital, LLC |
Dripping Springs, TX |
5/15/2026 |
| 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 |
5/15/2026 |
| 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 |
5/15/2026 |
| Pointe Capital Management LLC |
Grosse Pointe Farms, MI |
5/15/2026 |
| PointState Capital LP |
New York, NY |
5/15/2026 |
| Polar Asset Management Partners Inc. |
Toronto, A6 |
5/15/2026 |