| ShankerValleau Wealth Advisors, Inc. |
2026 Q3 |
10/16/2026 |
| Twin Cities Retirement Group LLC |
2026 Q3 |
10/16/2026 |
| Safir Wealth Advisors, LLC |
2026 Q3 |
10/16/2026 |
| IFC & Insurance Marketing, Inc. |
2026 Q3 |
10/16/2026 |
| WealthBridge Capital Management, LLC |
2026 Q3 |
10/16/2026 |
| PEDDOCK CAPITAL ADVISORS, LLC |
2026 Q3 |
10/16/2026 |
| Stronghold Wealth Management L.L.C. |
2026 Q3 |
10/16/2026 |
| Summitas Investment Management LLC |
2026 Q3 |
10/16/2026 |
| Andera Partners |
2026 Q3 |
10/16/2026 |
| Prairiewood Capital, LLC |
2026 Q3 |
10/16/2026 |
| Selby Wealth Management, LLC |
2026 Q3 |
10/16/2026 |
| Mosley Wealth Management |
2026 Q3 |
10/16/2026 |
| Snider Financial Group |
2026 Q3 |
10/16/2026 |
| Bullock Wealth Management Group |
2023 Q1 |
10/16/2026 |
| HFG Wealth Management, LLC |
2026 Q3 |
10/16/2026 |
| TD Waterhouse Canada Inc. |
2026 Q3 |
10/16/2026 |
| ICG Advisors, LLC |
2026 Q3 |
10/16/2026 |
| Parisi Gray Wealth Management |
2026 Q3 |
10/16/2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC |
2026 Q3 |
10/16/2026 |
| Intergy Private Wealth, LLC |
2026 Q3 |
10/16/2026 |
| Bullock Wealth Management Group |
2023 Q2 |
10/16/2026 |
| New England Research & Management, Inc. |
2026 Q3 |
10/16/2026 |
| Weitzel Financial Services, Inc. |
2026 Q3 |
10/16/2026 |
| Tandem Investment Partners LLC |
2026 Q3 |
10/16/2026 |
| RKL Wealth Management LLC |
2026 Q3 |
10/16/2026 |
| Bullock Wealth Management Group |
2023 Q3 |
10/16/2026 |
| Guardian Asset Advisors, LLC |
2026 Q3 |
10/16/2026 |
| Avail Investment Partners, LLC |
2026 Q3 |
10/16/2026 |
| Berman McAleer LLC |
2026 Q3 |
10/16/2026 |
| MLP3, LLC |
2026 Q2 |
10/16/2026 |
| ACUTE INVESTMENT ADVISORY, LLC |
2026 Q3 |
10/16/2026 |
| St. Louis Financial Planners Asset Management, LLC |
2026 Q3 |
10/16/2026 |
| Bullock Wealth Management Group |
2023 Q4 |
10/16/2026 |
| Willow Creek Capital Management, Inc. |
2026 Q3 |
10/16/2026 |
| McKinley Carter Wealth Services, Inc. |
2026 Q3 |
10/16/2026 |
| Eagle Strategies LLC |
2026 Q3 |
10/16/2026 |
| Beaumont Asset Management, L.L.C. |
2026 Q3 |
10/16/2026 |
| Peak Financial Management, Inc. |
2026 Q3 |
10/16/2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC |
2026 Q3 |
10/16/2026 |
| Carroll Advisory Group, LLC |
2026 Q3 |
10/16/2026 |
| FIDUCIARY ADVISORS, INC. |
2026 Q3 |
10/16/2026 |
| Hutchens & Kramer Investment Management Group, LLC |
2026 Q3 |
10/16/2026 |
| Melone Private Wealth, LLC |
2026 Q3 |
10/16/2026 |
| KWB Wealth |
2026 Q3 |
10/16/2026 |
| Teramo Advisors, LLC |
2026 Q3 |
10/16/2026 |
| Aull & Monroe Investment Management Corp |
2026 Q3 |
10/16/2026 |
| Vontobel Holding Ltd. |
2026 Q3 |
10/16/2026 |
| SWEENEY & MICHEL, LLC |
2026 Q3 |
10/16/2026 |
| Kintegral Advisory, LLC |
2026 Q3 |
10/16/2026 |
| Howard Capital Management Group, LLC |
2026 Q3 |
10/16/2026 |
| Forum Financial Management, LP |
2026 Q3 |
10/16/2026 |
| Choice Wealth Advisors LLC |
2026 Q3 |
10/16/2026 |
| Smith Asset Management Co., LLC |
2026 Q3 |
10/16/2026 |
| AWM CAPITAL, LLC |
2026 Q3 |
10/16/2026 |
| USA FINANCIAL FORMULAS |
2026 Q3 |
10/16/2026 |
| FULCRUM WEALTH ADVISORS, LLC |
2026 Q3 |
10/16/2026 |
| Processus Wealth & Capital Management, LLC |
2026 Q3 |
10/16/2026 |
| CWS Financial Advisors, LLC |
2026 Q3 |
10/16/2026 |
| STERLING INVESTMENT MANAGEMENT, LLC |
2026 Q3 |
10/16/2026 |
| Cravens & Co Advisors, LLC |
2026 Q3 |
10/16/2026 |
| Alpine Bank Wealth Management |
2026 Q3 |
10/16/2026 |
| 1834 INVESTMENT ADVISORS CO |
2026 Q3 |
10/16/2026 |
| Dynamic Wealth Strategies, LLC |
2026 Q3 |
10/16/2026 |
| JGP Global Gestao de Recursos Ltda. |
2026 Q3 |
10/16/2026 |
| AlphaStar Capital Management, LLC |
2026 Q3 |
10/16/2026 |
| PineStone Asset Management Inc. |
2026 Q3 |
10/16/2026 |
| Copper Harbor Investment Advisors, LLC |
2026 Q3 |
10/16/2026 |
| Penbrook Management LLC |
2026 Q3 |
10/16/2026 |
| Center For Asset Management LLC |
2026 Q3 |
10/16/2026 |
| KRS Capital Management, LLC |
2026 Q3 |
10/16/2026 |
| Bay Capital Advisors, LLC |
2026 Q3 |
10/16/2026 |
| Fiscal Wisdom Wealth Management, LLC |
2026 Q3 |
10/16/2026 |
| Encompass More Asset Management |
2026 Q3 |
10/16/2026 |
| Frank, Rimerman Advisors LLC |
2026 Q3 |
10/16/2026 |
| Greenfield FTC, Inc. |
2026 Q3 |
10/16/2026 |
| Lee Financial Co |
2026 Q3 |
10/16/2026 |
| Robertson Stephens Wealth Management, LLC |
2026 Q3 |
10/16/2026 |
| ShoreHaven Wealth Partners, LLC |
2026 Q3 |
10/16/2026 |
| Gemmer Asset Management LLC |
2026 Q3 |
10/16/2026 |
| FORBES J M & CO LLP |
2026 Q3 |
10/16/2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC |
2026 Q3 |
10/16/2026 |
| Western Pacific Wealth Management, LP |
2026 Q3 |
10/16/2026 |
| Birch Hill Investment Advisors LLC |
2026 Q3 |
10/16/2026 |
| Counterpoint Mutual Funds LLC |
2026 Q3 |
10/16/2026 |
| Trust Co of Tennessee |
2026 Q3 |
10/16/2026 |
| Align Financial, LLC |
2026 Q3 |
10/16/2026 |
| CRA Financial Services, LLC |
2026 Q3 |
10/16/2026 |
| Burns Matteson Capital Management, LLC |
2026 Q3 |
10/16/2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC |
2026 Q3 |
10/16/2026 |
| DELTA CAPITAL MANAGEMENT LLC |
2026 Q3 |
10/16/2026 |
| SummerHaven Investment Management, LLC |
2026 Q3 |
10/16/2026 |
| Finer Wealth Management, Inc. |
2026 Q3 |
10/16/2026 |
| Ardent Capital Management, Inc. |
2026 Q3 |
10/16/2026 |
| BROWN, LISLE/CUMMINGS, INC. |
2026 Q3 |
10/16/2026 |
| BFI Wealth Solutions, LLC |
2026 Q3 |
10/16/2026 |
| Strata Wealth Advisors, LLC |
2026 Q3 |
10/16/2026 |
| Elevated Financial Group LLC |
2026 Q3 |
10/16/2026 |
| Crown Oak Advisors, LLC |
2026 Q3 |
10/16/2026 |
| IFP Advisors, Inc |
2026 Q3 |
10/16/2026 |
| SteelPeak Wealth, LLC |
2026 Q3 |
10/16/2026 |