| DB Fitzpatrick & Co, Inc |
2026 Q2 |
7/15/2026 |
| GREENBERG FINANCIAL GROUP |
2025 Q2 |
7/15/2026 |
| Lauer Wealth, LLC |
2026 Q2 |
7/15/2026 |
| Cerro Pacific Wealth Advisors LLC |
2026 Q2 |
7/15/2026 |
| Embree Financial Group |
2026 Q2 |
7/15/2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC |
2026 Q2 |
7/15/2026 |
| Asset Allocation & Management Company, LLC |
2026 Q2 |
7/15/2026 |
| Capital Investment Counsel, LLC |
2026 Q2 |
7/15/2026 |
| FSM Wealth Advisors, LLC |
2026 Q2 |
7/15/2026 |
| Wealth Care LLC |
2026 Q2 |
7/15/2026 |
| Gemmer Asset Management LLC |
2026 Q2 |
7/15/2026 |
| Keudell/Morrison Wealth Management |
2026 Q2 |
7/15/2026 |
| RAINIER FAMILY WEALTH INC |
2026 Q2 |
7/15/2026 |
| Harold Davidson & Associates Inc. |
2026 Q2 |
7/15/2026 |
| Fort Henry Capital, LLC |
2026 Q2 |
7/15/2026 |
| Range Financial Group LLC |
2026 Q2 |
7/15/2026 |
| Value Partners Investments Inc. |
2026 Q2 |
7/15/2026 |
| TCP Asset Management, LLC |
2026 Q2 |
7/15/2026 |
| Secure Asset Management, LLC |
2026 Q2 |
7/15/2026 |
| BDFS Capital LLC |
2026 Q2 |
7/15/2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
2026 Q2 |
7/15/2026 |
| Vertex Investment Solutions Co., Ltd. |
2026 Q2 |
7/15/2026 |
| MATRIX ASSET ADVISORS INC/NY |
2026 Q2 |
7/15/2026 |
| Professional Financial Management, Inc. |
2026 Q2 |
7/15/2026 |
| Tensor Edge Capital, LLC |
2026 Q2 |
7/15/2026 |
| WealthBridge Investment Counsel Inc. |
2026 Q2 |
7/15/2026 |
| FIRST MERCHANTS CORP |
2026 Q2 |
7/15/2026 |
| CYPRESS FUNDS LLC |
2025 Q1 - RESTATEMENT |
7/15/2026 |
| Westwind Capital |
2026 Q2 |
7/15/2026 |
| FIFTH THIRD SECURITIES, INC. |
2026 Q2 |
7/15/2026 |
| TOMPKINS FINANCIAL CORP |
2026 Q2 |
7/15/2026 |
| PARK NATIONAL CORP /OH/ |
2026 Q2 |
7/15/2026 |
| SPRENG CAPITAL MANAGEMENT, INC. |
2026 Q2 |
7/15/2026 |
| SWMG, LLC |
2026 Q2 |
7/15/2026 |
| Outbound Financial Inc |
2026 Q2 |
7/15/2026 |
| Benin Management CORP |
2026 Q2 |
7/15/2026 |
| Outbound Financial Inc |
2026 Q1 |
7/15/2026 |
| HARTFORD INVESTMENT MANAGEMENT CO |
2026 Q2 |
7/15/2026 |
| Dakota Community Bank & Trust NA |
2026 Q2 |
7/15/2026 |
| Canada Post Corp Registered Pension Plan |
2026 Q2 |
7/15/2026 |
| Invesco Ltd. |
2025 Q4 - NEW HOLDINGS |
7/15/2026 |
| ENZI WEALTH |
2026 Q2 |
7/15/2026 |
| Outbound Financial Inc |
2025 Q3 |
7/15/2026 |
| Outbound Financial Inc |
2025 Q4 |
7/15/2026 |
| Invesco Ltd. |
2026 Q1 - NEW HOLDINGS |
7/15/2026 |
| Joule Financial, LLC |
2026 Q2 |
7/15/2026 |
| Cohen Klingenstein LLC |
2026 Q2 |
7/15/2026 |
| INDEPENDENT FINANCIAL GROUP, LLC |
2026 Q2 |
7/15/2026 |
| Members Advisory Group LLC |
2026 Q2 |
7/15/2026 |
| Guardian Financial Partners, LLC |
2026 Q2 |
7/15/2026 |
| MOODY ALDRICH PARTNERS LLC |
2026 Q2 |
7/15/2026 |
| Outbound Financial Inc |
2025 Q2 |
7/15/2026 |
| AMI INVESTMENT MANAGEMENT INC |
2026 Q2 |
7/15/2026 |
| CHEMUNG CANAL TRUST CO |
2026 Q2 |
7/15/2026 |
| Security National Bank |
2026 Q2 |
7/15/2026 |
| WADDELL & ASSOCIATES, LLC |
2026 Q2 |
7/15/2026 |
| Syntegra Private Wealth Group, LLC |
2026 Q2 |
7/15/2026 |
| BIRCH FINANCIAL GROUP, LLC |
2026 Q2 |
7/15/2026 |
| FLAGSTAR SECURITIES, INC |
2026 Q2 |
7/15/2026 |
| Cannon Advisors, Inc. |
2026 Q2 |
7/15/2026 |
| Retirement Investment Advisors, Inc. |
2026 Q2 |
7/15/2026 |
| S. R. Schill & Associates |
2026 Q2 |
7/15/2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD |
2026 Q2 |
7/15/2026 |
| Belleair Asset Management, LLC |
2026 Q2 |
7/15/2026 |
| Klaas Financial Asset Advisors, LLC |
2026 Q2 |
7/15/2026 |
| VVR Holdings LLC |
2026 Q2 |
7/15/2026 |
| Harbour Capital Advisors, LLC |
2026 Q2 |
7/15/2026 |
| Five Oceans Advisors |
2026 Q2 |
7/15/2026 |
| Cascade Investment Advisors, Inc. |
2026 Q2 |
7/15/2026 |
| Reliant Investment Management, LLC |
2026 Q2 |
7/15/2026 |
| Clear Retirement Advice LLC |
2026 Q2 |
7/15/2026 |
| BAR HARBOR WEALTH MANAGEMENT |
2026 Q2 |
7/15/2026 |
| First PREMIER Bank |
2026 Q2 |
7/15/2026 |
| AMARILLO NATIONAL BANK |
2026 Q2 |
7/15/2026 |
| Prospera Financial Services Inc |
2026 Q2 |
7/15/2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC |
2026 Q2 |
7/15/2026 |
| HIGHLINE WEALTH PARTNERS LLC |
2026 Q2 |
7/15/2026 |
| Vert Asset Management LLC |
2026 Q2 |
7/15/2026 |
| One Charles Private Wealth Services, LLC |
2026 Q2 |
7/15/2026 |
| MONTGOMERY INVESTMENT MANAGEMENT INC |
2026 Q2 |
7/15/2026 |
| Acropolis Investment Management, LLC |
2026 Q2 |
7/15/2026 |
| MILLINGTON SECURITIES, LLC |
2026 Q1 |
7/15/2026 |
| Perpetual Ltd |
2026 Q2 |
7/15/2026 |
| TRAN CAPITAL MANAGEMENT, L.P. |
2026 Q2 |
7/15/2026 |
| Bricktown Capital, LLC |
2026 Q2 |
7/15/2026 |
| Aspire Private Capital, LLC |
2026 Q2 |
7/15/2026 |
| Blake Schutter Theil Wealth Advisors, LLC |
2026 Q2 |
7/15/2026 |
| Wealthspring Capital LLC |
2026 Q2 |
7/15/2026 |
| Aurdan Capital Management, LLC |
2026 Q2 |
7/15/2026 |
| Cassilly Financial Group LLC |
2026 Q2 - RESTATEMENT |
7/15/2026 |
| MBL Wealth, LLC |
2026 Q2 |
7/15/2026 |
| Shaker Financial Services, LLC |
2026 Q2 |
7/15/2026 |
| Midwest Financial Partners Investments, Inc. |
2026 Q2 |
7/15/2026 |
| Processus Wealth & Capital Management, LLC |
2026 Q2 - RESTATEMENT |
7/15/2026 |
| Geremia Financial Services, LLC |
2026 Q2 |
7/15/2026 |
| Applied Capital LLC/FL |
2026 Q2 |
7/15/2026 |
| J.E. Simmons & Co., P.C. |
2026 Q2 |
7/15/2026 |
| Greater Midwest Financial Group, LLC |
2026 Q2 |
7/15/2026 |
| Winthrop Partners - WNY, LLC |
2026 Q2 |
7/15/2026 |
| Security Financial Services, INC. |
2026 Q2 |
7/15/2026 |