| ECLECTIC ASSOCIATES INC /ADV |
2026 Q2 |
7/7/2026 |
| Evanson Financial, LLC |
2026 Q2 |
7/7/2026 |
| Emprise Bank |
2026 Q2 |
7/7/2026 |
| Hummer Financial Advisory Services Inc |
2026 Q2 |
7/7/2026 |
| Crocodile Capital Partners GmbH |
2026 Q2 |
7/7/2026 |
| Sarasin & Partners LLP |
2026 Q2 |
7/7/2026 |
| Financial Enhancement Group LLC |
2026 Q2 |
7/7/2026 |
| Israel Discount Bank of New York |
2026 Q2 |
7/7/2026 |
| Midwest Financial Network, LLC |
2026 Q2 |
7/7/2026 |
| IMZ Advisory Inc |
2026 Q2 |
7/7/2026 |
| MOODY NATIONAL BANK TRUST DIVISION |
2026 Q2 |
7/7/2026 |
| CARDEROCK CAPITAL MANAGEMENT INC |
2026 Q2 |
7/7/2026 |
| WALLER FINANCIAL PLANNING GROUP, INC |
2026 Q2 |
7/7/2026 |
| Flower City Capital |
2026 Q2 |
7/7/2026 |
| Bison Wealth, LLC |
2026 Q2 |
7/7/2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO |
2026 Q2 |
7/7/2026 |
| Grove Bank & Trust |
2026 Q2 |
7/7/2026 |
| BRIGHTON SECURITIES CORP. |
2026 Q2 |
7/7/2026 |
| Sandy Cove Advisors, LLC |
2026 Q2 |
7/7/2026 |
| Arlington Trust Co LLC |
2026 Q2 |
7/7/2026 |
| EPIQ PARTNERS, LLC |
2026 Q2 |
7/7/2026 |
| Greenfield Savings Bank |
2026 Q2 |
7/7/2026 |
| Arlington Partners LLC |
2026 Q2 |
7/7/2026 |
| HARBOR INVESTMENT ADVISORY, LLC |
2026 Q2 |
7/7/2026 |
| Addis & Hill, Inc |
2026 Q2 |
7/7/2026 |
| Prota Financial, LLC |
2026 Q2 |
7/7/2026 |
| Wisconsin Wealth Advisors, LLC |
2026 Q2 |
7/7/2026 |
| First Nebraska Trust Co |
2019 Q3 |
7/7/2026 |
| Calder Financial LLC |
2026 Q2 |
7/7/2026 |
| Grant Private Wealth Management Inc |
2026 Q2 |
7/7/2026 |
| GAMMA Investing LLC |
2026 Q2 |
7/7/2026 |
| Central Pacific Bank - Trust Division |
2026 Q2 |
7/7/2026 |
| First Nebraska Trust Co |
2019 Q4 |
7/7/2026 |
| Avior Wealth Management, LLC |
2026 Q2 |
7/7/2026 |
| Mader & Shannon Wealth Management, Inc. |
2026 Q2 |
7/7/2026 |
| Crescent Sterling, Ltd. |
2026 Q2 |
7/7/2026 |
| Value Investment Professionals, LLC |
2026 Q2 |
7/7/2026 |
| Martin Capital Partners, LLC |
2026 Q2 |
7/7/2026 |
| GK Wealth Management LLC |
2026 Q2 |
7/7/2026 |
| BDF-GESTION |
2026 Q2 |
7/7/2026 |
| Byrne Asset Management LLC |
2026 Q2 |
7/7/2026 |
| 55 North Private Wealth, LLC |
2026 Q2 |
7/7/2026 |
| Baron Wealth Management LLC |
2026 Q2 |
7/7/2026 |
| Clark Asset Management, LLC |
2026 Q2 |
7/7/2026 |
| WALNUT PRIVATE EQUITY PARTNERS, LLC |
2026 Q2 |
7/7/2026 |
| Connective Portfolio Management, LLC |
2026 Q2 |
7/7/2026 |
| TT International Asset Management LTD |
2026 Q2 |
7/7/2026 |
| Manitou Investment Management Ltd. |
2026 Q2 |
7/7/2026 |
| Mills Wealth Advisors LLC |
2026 Q2 |
7/7/2026 |
| ORSER CAPITAL MANAGEMENT, LLC |
2026 Q2 |
7/7/2026 |
| Prodigy Asset Management LLC |
2026 Q2 |
7/7/2026 |
| ARMSTRONG HENRY H ASSOCIATES INC |
2026 Q2 |
7/7/2026 |
| Red Spruce Capital, LLC |
2026 Q2 |
7/7/2026 |
| Westmount Partners, LLC |
2026 Q2 |
7/7/2026 |
| St. Louis Financial Planners Asset Management, LLC |
2026 Q2 |
7/7/2026 |
| Retirement Wealth Solutions LLC |
2026 Q2 |
7/7/2026 |
| Ballew Advisors, Inc |
2026 Q2 |
7/7/2026 |
| Lake Hills Wealth Management, LLC |
2026 Q2 |
7/7/2026 |
| SigFig Wealth Management, LLC |
2026 Q2 |
7/7/2026 |
| CONGRESS ASSET MANAGEMENT CO |
2026 Q2 |
7/7/2026 |
| Hiley Hunt Wealth Management |
2026 Q2 |
7/7/2026 |
| Silverberg Bernstein Capital Management LLC |
2026 Q2 |
7/7/2026 |
| HOWARD FINANCIAL SERVICES, LTD. |
2026 Q2 |
7/7/2026 |
| Stark Wealth Management LLC |
2025 Q1 |
7/7/2026 |
| FIRST FINANCIAL CORP /IN/ |
2026 Q2 |
7/7/2026 |
| CenturyLink Investment Management Co |
2026 Q2 |
7/6/2026 |
| Kopion Asset Management, LLC |
2026 Q2 |
7/6/2026 |
| Silchester International Investors LLP |
2026 Q2 |
7/6/2026 |
| COOPER INVESTORS PTY LTD |
2026 Q2 |
7/6/2026 |
| JBGlobal.com LLC |
2026 Q2 |
7/6/2026 |
| Paul R. Ried Financial Group, LLC |
2026 Q2 |
7/6/2026 |
| MOULTON WEALTH MANAGEMENT, INC |
2026 Q2 |
7/6/2026 |
| City Center Advisors, LLC |
2026 Q2 |
7/6/2026 |
| Pathway Financial Advisors LLC |
2026 Q2 |
7/6/2026 |
| St. Clair Advisors, LLC |
2026 Q2 |
7/6/2026 |
| ANDERSON HOAGLAND & CO |
2026 Q2 |
7/6/2026 |
| TETRAD CORP |
2026 Q2 |
7/6/2026 |
| Boston Standard Wealth Management, LLC |
2026 Q2 |
7/6/2026 |
| Somnio Financial Group, LLC |
2026 Q2 |
7/6/2026 |
| LEGACY SOLUTIONS, LLC |
2026 Q2 |
7/6/2026 |
| CGN Advisors LLC |
2026 Q2 |
7/6/2026 |
| Trinity Financial Advisors LLC |
2026 Q2 |
7/6/2026 |
| Ridgeline Wealth, LLC |
2026 Q2 |
7/6/2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. |
2026 Q2 |
7/6/2026 |
| CoreCap Advisors, LLC |
2026 Q2 |
7/6/2026 |
| TTRF Capital Ltd |
2026 Q2 |
7/6/2026 |
| Pacific Excel Wealth Advisors, Inc. |
2026 Q2 |
7/6/2026 |
| Tyro Capital Management LLC |
2026 Q1 - RESTATEMENT |
7/6/2026 |
| Dogwood Wealth Management LLC |
2026 Q2 |
7/6/2026 |
| Longview Financial Advisors, Inc. |
2026 Q2 |
7/6/2026 |
| RDA Financial Network |
2026 Q2 |
7/6/2026 |
| Stonebridge Financial Group, LLC |
2026 Q2 |
7/6/2026 |
| Vigilare Wealth Management |
2026 Q2 |
7/6/2026 |
| Brandywine Financial Group |
2026 Q2 |
7/6/2026 |
| PRIVATE CLIENT SERVICES, LLC |
2026 Q2 |
7/6/2026 |
| Bulwark Capital Corp |
2026 Q2 |
7/6/2026 |
| Meadowbrook Wealth Management, LLC |
2026 Q2 |
7/6/2026 |
| OLD REPUBLIC INTERNATIONAL CORP |
2026 Q2 |
7/6/2026 |
| Acasta Partners UK LLP |
2026 Q2 |
7/6/2026 |
| Somerset Trust Co |
2026 Q2 |
7/6/2026 |