| SigFig Wealth Management, LLC |
2026 Q3 |
10/7/2026 |
| Todd Wealth Management, LLC |
2026 Q2 |
10/7/2026 |
| AMERICAN NATIONAL BANK & TRUST |
2026 Q3 |
10/7/2026 |
| ARMSTRONG HENRY H ASSOCIATES INC |
2026 Q3 |
10/7/2026 |
| Matrix Trust Co |
2026 Q3 |
10/7/2026 |
| Todd Wealth Management, LLC |
2026 Q1 |
10/7/2026 |
| Worth Asset Management, LLC |
2026 Q3 |
10/7/2026 |
| KWMG, LLC |
2026 Q3 |
10/7/2026 |
| Lake Hills Wealth Management, LLC |
2026 Q3 |
10/7/2026 |
| PFW Advisors LLC |
2026 Q3 |
10/7/2026 |
| Strong Retirement Solutions LLC |
2026 Q3 |
10/7/2026 |
| Todd Wealth Management, LLC |
2025 Q4 |
10/7/2026 |
| STEGINSKY CAPITAL LLC |
2026 Q3 |
10/7/2026 |
| BENEDICT FINANCIAL ADVISORS INC |
2026 Q3 |
10/7/2026 |
| MRA Advisory Group |
2026 Q3 |
10/7/2026 |
| Wealth Group Ltd |
2026 Q3 |
10/7/2026 |
| Bank & Trust Co |
2026 Q3 |
10/7/2026 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV |
2026 Q3 |
10/7/2026 |
| Martin Capital Partners, LLC |
2026 Q3 |
10/7/2026 |
| Applied Capital LLC/FL |
2026 Q3 |
10/7/2026 |
| S.E.E.D. Planning Group LLC |
2026 Q3 |
10/7/2026 |
| Emprise Bank |
2026 Q3 |
10/7/2026 |
| Snow Phipps Group, LLC |
2026 Q3 |
10/7/2026 |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH |
2026 Q3 |
10/7/2026 |
| Seven Bridges Advisors LLC |
2026 Q3 |
10/7/2026 |
| FSA Investment Group, LLC |
2026 Q3 |
10/7/2026 |
| Platt Investment Counsel, LLC |
2026 Q3 |
10/7/2026 |
| Veery Capital, LLC |
2026 Q3 |
10/7/2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC |
2026 Q3 |
10/7/2026 |
| PUFF WEALTH MANAGEMENT, LLC |
2026 Q3 |
10/7/2026 |
| Bank of Finland |
2026 Q3 |
10/7/2026 |
| PartnerRe Asset Management CORP |
2026 Q3 |
10/6/2026 |
| Nautilus Advisors LLC |
2026 Q3 |
10/6/2026 |
| SEARCY FINANCIAL SERVICES INC /ADV |
2026 Q3 |
10/6/2026 |
| GLYNN CAPITAL MANAGEMENT LLC |
2026 Q3 |
10/6/2026 |
| Two Seas Capital LP |
2026 Q3 |
10/6/2026 |
| RVW Wealth, LLC |
2026 Q3 |
10/6/2026 |
| Cambridge Financial Group, LLC |
2026 Q3 |
10/6/2026 |
| Private Capital Advisors, Inc. |
2026 Q3 |
10/6/2026 |
| Roth Financial Partners LLC |
2026 Q3 |
10/6/2026 |
| ATMOS ADVISORY, LLC |
2026 Q3 |
10/6/2026 |
| Bank of New Hampshire |
2026 Q3 |
10/6/2026 |
| MOODY NATIONAL BANK TRUST DIVISION |
2026 Q3 |
10/6/2026 |
| CONGRESS ASSET MANAGEMENT CO |
2026 Q3 |
10/6/2026 |
| HALL LAURIE J TRUSTEE |
2026 Q3 |
10/6/2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. |
2026 Q3 |
10/6/2026 |
| Bangor Savings Bank |
2026 Q3 |
10/6/2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC |
2026 Q3 |
10/6/2026 |
| Mallini Complete Financial Planning LLC |
2026 Q3 |
10/6/2026 |
| JUNCTURE WEALTH STRATEGIES, LLC |
2026 Q3 |
10/6/2026 |
| Legacy Private Trust Co. |
2026 Q3 |
10/6/2026 |
| TETRAD CORP |
2026 Q3 |
10/6/2026 |
| Samson Rock Capital LLP |
2026 Q3 |
10/6/2026 |
| Financial Symmetry Inc |
2026 Q3 |
10/6/2026 |
| Byrne Asset Management LLC |
2026 Q3 |
10/6/2026 |
| Iowa State Bank |
2026 Q3 |
10/6/2026 |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. |
2026 Q3 |
10/6/2026 |
| Eleva Capital SAS |
2026 Q3 |
10/6/2026 |
| GoalFusion Wealth Management, LLC |
2026 Q3 |
10/6/2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC |
2026 Q3 |
10/6/2026 |
| DUDLEY & SHANLEY, INC. |
2026 Q3 |
10/6/2026 |
| PHOENIX ASSET MANAGEMENT PARTNERS Ltd |
2024 Q4 - RESTATEMENT |
10/6/2026 |
| PHOENIX ASSET MANAGEMENT PARTNERS Ltd |
2024 Q4 - NEW HOLDINGS |
10/6/2026 |
| SEGRA CAPITAL MANAGEMENT, LLC |
2026 Q3 |
10/6/2026 |
| Paladin Partners, LLC |
2026 Q3 |
10/6/2026 |
| BOYUM WEALTH ARCHITECTS LLC |
2026 Q3 |
10/6/2026 |
| JIA INVESTMENT ALLIANCE PTE. LTD. |
2026 Q3 |
10/6/2026 |
| Stephens Group, LLC |
2026 Q3 |
10/6/2026 |
| Central Pacific Bank - Trust Division |
2026 Q3 |
10/5/2026 |
| Lakehouse Capital Pty Ltd |
2026 Q3 |
10/5/2026 |
| Morrissey Wealth Management, LLC |
2026 Q2 |
10/5/2026 |
| Olistico Wealth, LLC |
2026 Q3 |
10/5/2026 |
| Norman Fields, Gottscho Capital Management, LLC |
2026 Q3 |
10/5/2026 |
| Factorial Partners, LLC |
2026 Q3 |
10/5/2026 |
| Ballew Advisors, Inc |
2026 Q3 |
10/5/2026 |
| Gladwyn Financial Advisors, Inc. |
2026 Q3 |
10/5/2026 |
| Pacific Wealth Management |
2026 Q3 |
10/5/2026 |
| Kennon-Green & Company, LLC |
2026 Q3 |
10/5/2026 |
| Ridgewood Investments LLC |
2026 Q3 |
10/5/2026 |
| Frisco Financial Planning LLC |
2026 Q3 |
10/5/2026 |
| Box Hill Private Wealth LLC |
2026 Q3 |
10/5/2026 |
| ACIMA PRIVATE WEALTH, LLC |
2026 Q3 |
10/5/2026 |
| Rosenberg Matthew Hamilton |
2026 Q3 |
10/5/2026 |
| FC Advisory LLC |
2026 Q3 |
10/5/2026 |
| COLLECTIVE FAMILY OFFICE LLC |
2026 Q3 |
10/5/2026 |
| ROCKLAND TRUST CO |
2026 Q3 |
10/5/2026 |
| Heartwood Wealth Advisors LLC |
2026 Q3 |
10/5/2026 |
| ARGENT CAPITAL MANAGEMENT LLC |
2026 Q3 |
10/5/2026 |
| CapWealth Advisors, LLC |
2026 Q3 |
10/5/2026 |
| EASTERN BANK |
2026 Q3 |
10/5/2026 |
| Adelphi Trust Co |
2026 Q3 |
10/5/2026 |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC |
2026 Q3 |
10/5/2026 |
| Acasta Partners UK LLP |
2026 Q3 |
10/5/2026 |
| Partnership Wealth Management, LLC |
2026 Q3 |
10/5/2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC |
2026 Q3 |
10/5/2026 |
| Eastover Investment Advisors LLC |
2026 Q3 |
10/5/2026 |
| NEVILLE RODIE & SHAW INC |
2026 Q3 |
10/5/2026 |
| Pensionfund Sabic |
2026 Q3 |
10/5/2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC |
2026 Q3 |
10/5/2026 |
| Horizons Wealth Management |
2026 Q3 |
10/5/2026 |