| Montz Harcus Wealth Management LLC |
2026 Q3 |
10/9/2026 |
| Roan Capital Partners |
2026 Q3 |
10/9/2026 |
| Councilor Wealth, LLC |
2026 Q3 |
10/9/2026 |
| Adirondack Capital Advisors, LLC |
2026 Q3 |
10/9/2026 |
| HF Advisory Group, LLC |
2026 Q3 |
10/9/2026 |
| Kearns & Associates LLC |
2026 Q3 |
10/9/2026 |
| SACKS & ASSOCIATES, LLC |
2026 Q3 |
10/9/2026 |
| Integrated Financial Solutions, Inc. |
2026 Q3 |
10/9/2026 |
| Oak Root LLC |
2026 Q3 |
10/9/2026 |
| Towneley Capital Management, Inc / DE |
2026 Q3 |
10/9/2026 |
| RIVERSEDGE ADVISORS, LLC |
2026 Q3 |
10/9/2026 |
| Taylor & Morgan Wealth Management, LLC |
2026 Q3 |
10/9/2026 |
| Baron Financial Group, LLC |
2026 Q3 |
10/9/2026 |
| Dupree Financial Group, LLC |
2026 Q3 |
10/9/2026 |
| Border to Coast Pensions Partnership Ltd |
2026 Q3 |
10/9/2026 |
| STABLEFORD CAPITAL II LLC |
2026 Q3 |
10/8/2026 |
| Emergent Wealth Advisors, LLC |
2026 Q3 |
10/8/2026 |
| Pacifica Partners Inc. |
2026 Q3 |
10/8/2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC |
2026 Q3 |
10/8/2026 |
| Go Invest LLC |
2026 Q3 |
10/8/2026 |
| Monument Capital Management |
2026 Q3 |
10/8/2026 |
| Longview Financial Advisors, Inc. |
2026 Q3 |
10/8/2026 |
| ACT WEALTH MANAGEMENT, LLC |
2026 Q3 |
10/8/2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC |
2026 Q3 |
10/8/2026 |
| Attessa Capital LLC |
2026 Q3 |
10/8/2026 |
| MKD WEALTH COACHES, LLC |
2026 Q3 |
10/8/2026 |
| LifeGoal Investments, LLC |
2026 Q3 |
10/8/2026 |
| Stonebridge Wealth Management, LLC |
2026 Q3 |
10/8/2026 |
| Gainplan LLC |
2026 Q3 |
10/8/2026 |
| ECLECTIC ASSOCIATES INC /ADV |
2026 Q3 |
10/8/2026 |
| Crocodile Capital Partners GmbH |
2026 Q3 |
10/8/2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. |
2026 Q3 |
10/8/2026 |
| INSPIRION WEALTH ADVISORS, LLC |
2026 Q3 |
10/8/2026 |
| Financial Designs Corp |
2026 Q3 |
10/8/2026 |
| Post Resch Tallon Group Inc. |
2026 Q3 |
10/8/2026 |
| Hardin Capital Partners, LLC |
2026 Q3 |
10/8/2026 |
| Prosperity Planning, Inc. |
2026 Q3 |
10/8/2026 |
| CHAPIN DAVIS, INC. |
2026 Q3 |
10/8/2026 |
| Legacy Wealth Asset Management, LLC |
2026 Q3 |
10/8/2026 |
| Breakwater Capital Group |
2026 Q3 |
10/8/2026 |
| Hummer Financial Advisory Services Inc |
2026 Q3 |
10/8/2026 |
| Graves Light Lenhart Wealth, Inc. |
2026 Q3 |
10/8/2026 |
| Vilga Financial Planning LLC |
2026 Q3 |
10/8/2026 |
| McNaughton Wealth Management, LLC |
2026 Q3 |
10/8/2026 |
| CYPRESS ASSET MANAGEMENT INC/TX |
2026 Q3 |
10/8/2026 |
| Shelter Rock Management, LLC |
2026 Q3 |
10/8/2026 |
| M.E. ALLISON & CO., INC. |
2026 Q3 |
10/8/2026 |
| Pioneer Wealth Management Group |
2026 Q3 |
10/8/2026 |
| Sunburst Financial Group, LLC |
2026 Q3 |
10/8/2026 |
| TLWM |
2026 Q3 |
10/8/2026 |
| Retireful, LLC |
2026 Q3 |
10/8/2026 |
| DLK Investment Management, LLC |
2026 Q3 |
10/8/2026 |
| Ledgewood Wealth Advisors, LLC |
2026 Q3 |
10/8/2026 |
| Shira Ridge Wealth Management |
2026 Q3 |
10/8/2026 |
| Barden Capital Management, Inc. |
2026 Q3 |
10/8/2026 |
| MFG WEALTH MANAGEMENT, INC. |
2026 Q3 |
10/8/2026 |
| CAZ INVESTMENTS LP |
2026 Q2 - NEW HOLDINGS |
10/8/2026 |
| Trinity Financial Advisors LLC |
2026 Q3 |
10/8/2026 |
| Deane Retirement Strategies, Inc. |
2026 Q3 |
10/8/2026 |
| Whitaker-Myers Wealth Managers, LTD. |
2026 Q3 |
10/8/2026 |
| TrueWealth Advisors, LLC |
2026 Q3 |
10/8/2026 |
| FINANCIAL MANAGEMENT NETWORK INC |
2026 Q3 |
10/8/2026 |
| Investment Partners Asset Management, Inc. |
2026 Q3 |
10/8/2026 |
| Sincerus Advisory, LLC |
2026 Q3 |
10/8/2026 |
| SPRING CAPITAL MANAGEMENT, LLC |
2026 Q3 |
10/8/2026 |
| CoreCap Advisors, LLC |
2026 Q3 |
10/8/2026 |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC |
2026 Q3 |
10/8/2026 |
| Kure Advisory, LLC |
2026 Q3 |
10/8/2026 |
| ATWOOD & PALMER INC |
2026 Q3 |
10/8/2026 |
| Adams Asset Advisors, LLC |
2026 Q3 |
10/8/2026 |
| FENIMORE ASSET MANAGEMENT INC |
2026 Q3 |
10/8/2026 |
| SAPIENT CAPITAL LLC |
2026 Q3 |
10/8/2026 |
| BRIGHTON SECURITIES CORP. |
2026 Q3 |
10/8/2026 |
| Westwind Capital |
2026 Q3 |
10/8/2026 |
| Overbrook Management Corp |
2026 Q3 |
10/8/2026 |
| Hiley Hunt Wealth Management |
2026 Q3 |
10/8/2026 |
| Robert Bosch GmbH |
2026 Q3 |
10/8/2026 |
| Farther Finance Advisors, LLC |
2026 Q3 |
10/8/2026 |
| MTCO Ltd. |
2026 Q3 |
10/8/2026 |
| REX Advisers, LLC |
2026 Q3 |
10/8/2026 |
| Hamilton Capital, LLC |
2026 Q3 |
10/8/2026 |
| Conrad Siegel Investment Advisors, Inc. |
2026 Q3 |
10/8/2026 |
| Invariant Investment Management |
2026 Q3 |
10/8/2026 |
| Meadowbrook Wealth Management, LLC |
2026 Q3 |
10/8/2026 |
| Davis Capital Management |
2026 Q3 |
10/8/2026 |
| BONNESS ENTERPRISES INC |
2026 Q3 |
10/8/2026 |
| Independence Financial Advisors, LLC |
2026 Q3 |
10/8/2026 |
| Factor Wealth Management LTD |
2026 Q3 |
10/8/2026 |
| Financial Enhancement Group LLC |
2026 Q3 |
10/8/2026 |
| ZynergyRetirementPlanningLLC |
2026 Q3 |
10/8/2026 |
| Green Alpha Advisors, LLC |
2026 Q3 |
10/8/2026 |
| Horrell Capital Management, Inc. |
2026 Q3 |
10/8/2026 |
| Wisconsin Wealth Advisors, LLC |
2026 Q3 |
10/8/2026 |
| PROFESSIONAL ADVISORY SERVICES INC |
2026 Q3 |
10/8/2026 |
| Midwest Financial Partners Investments, Inc. |
2026 Q3 |
10/8/2026 |
| Bell Asset Management Ltd |
2026 Q3 |
10/8/2026 |
| Grove Bank & Trust |
2026 Q3 |
10/8/2026 |
| Galvin, Gaustad & Stein, LLC |
2026 Q3 |
10/8/2026 |
| Dorato Capital Management |
2026 Q3 |
10/8/2026 |
| Michael J. Porro & Co. Financial Advisors, Inc. |
2025 Q4 |
10/8/2026 |