| FIDELIS iM, LLC |
2026 Q3 |
10/16/2026 |
| HRC WEALTH MANAGEMENT, LLC |
2026 Q3 |
10/16/2026 |
| Ariston Services Group |
2026 Q3 |
10/16/2026 |
| Karras Company, Inc. |
2026 Q3 |
10/16/2026 |
| FNY Investment Advisers, LLC |
2026 Q3 |
10/16/2026 |
| Signature Resources Capital Management, LLC |
2026 Q3 |
10/16/2026 |
| Hudson Oak Wealth Advisory LLC |
2026 Q3 |
10/16/2026 |
| CenturyLink Investment Management Co |
2026 Q3 |
10/16/2026 |
| James T. Borello RIA |
2025 Q2 |
10/16/2026 |
| James T. Borello RIA |
2025 Q3 |
10/16/2026 |
| James T. Borello RIA |
2025 Q4 |
10/16/2026 |
| James T. Borello RIA |
2026 Q1 |
10/16/2026 |
| James T. Borello RIA |
2026 Q2 |
10/16/2026 |
| Millennium Capital Advisors, LLC |
2026 Q3 |
10/16/2026 |
| GFG Capital, LLC |
2026 Q3 |
10/16/2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD |
2026 Q3 |
10/16/2026 |
| ASPIRIANT, LLC |
2026 Q3 |
10/16/2026 |
| Smith Thornton Advisors LLC |
2026 Q3 |
10/16/2026 |
| Onyx Bridge Wealth Group LLC |
2026 Q3 |
10/16/2026 |
| Praetorian Wealth Management, Inc. |
2026 Q3 |
10/16/2026 |
| SURIENCE PRIVATE WEALTH LLC |
2026 Q3 |
10/16/2026 |
| James T. Borello RIA |
2023 Q4 |
10/16/2026 |
| James T. Borello RIA |
2024 Q1 |
10/16/2026 |
| James T. Borello RIA |
2024 Q2 |
10/16/2026 |
| James T. Borello RIA |
2024 Q3 |
10/16/2026 |
| James T. Borello RIA |
2024 Q4 |
10/16/2026 |
| James T. Borello RIA |
2025 Q1 |
10/16/2026 |
| SHELTON WEALTH MANAGEMENT, LLC |
2026 Q3 |
10/16/2026 |
| Holcombe Financial, Inc. |
2026 Q3 |
10/16/2026 |
| Merrion Investment Management Co, LLC |
2026 Q3 |
10/16/2026 |
| Standpoint Asset Management, LLC |
2026 Q3 |
10/16/2026 |
| Cyr Financial Inc. |
2026 Q3 |
10/16/2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. |
2026 Q3 |
10/16/2026 |
| Eagle Bay Advisors LLC |
2026 Q3 |
10/16/2026 |
| Cyndeo Wealth Partners, LLC |
2026 Q3 |
10/16/2026 |
| GenWealth Group, Inc. |
2026 Q3 |
10/16/2026 |
| Paradigm, Strategies in Wealth Management, LLC |
2026 Q3 |
10/16/2026 |
| Hanson & Doremus Investment Management |
2026 Q3 |
10/16/2026 |
| Selective Wealth Management, Inc. |
2026 Q3 |
10/16/2026 |
| TPG Advisors LLC |
2026 Q3 |
10/16/2026 |
| Intelligent Financial Strategies |
2026 Q3 |
10/16/2026 |
| Aerodigm Wealth, LLC |
2026 Q3 |
10/16/2026 |
| Financial Planning Fort Collins, LLC |
2026 Q3 |
10/16/2026 |
| Rise Advisors, LLC |
2026 Q3 |
10/16/2026 |
| BANQUE PICTET & CIE SA |
2026 Q3 |
10/16/2026 |
| Wealth Intelligence, LLC |
2026 Q3 |
10/16/2026 |
| Woodside Wealth Management LLC |
2026 Q3 |
10/16/2026 |
| ARS Wealth Advisors Group, LLC |
2026 Q3 |
10/16/2026 |
| KFG WEALTH MANAGEMENT, LLC |
2026 Q3 |
10/16/2026 |
| Opal Wealth Advisors, LLC |
2026 Q3 |
10/16/2026 |
| James T. Borello RIA |
2026 Q3 |
10/16/2026 |
| Cardinal Capital Management, Inc. |
2026 Q3 |
10/16/2026 |
| UNIQUE WEALTH, LLC |
2026 Q3 |
10/16/2026 |
| Beacon Financial Advisory LLC |
2026 Q3 |
10/16/2026 |
| Saratoga Research & Investment Management |
2026 Q3 |
10/16/2026 |
| Cornerstone Management, Inc. |
2026 Q3 |
10/16/2026 |
| Two Point Capital Management, Inc. |
2026 Q3 |
10/16/2026 |
| JCSD Capital, LLC |
2026 Q3 |
10/16/2026 |
| Evansbrook LLC |
2026 Q3 |
10/16/2026 |
| Bell & Brown Wealth Advisors, LLC |
2026 Q3 |
10/16/2026 |
| Foundry Financial LLC |
2026 Q3 |
10/16/2026 |
| Cache Advisors, LLC |
2026 Q3 |
10/16/2026 |
| OFS Enterprise LLC |
2026 Q3 |
10/16/2026 |
| Oasis Advisors, LLC |
2026 Q3 |
10/16/2026 |
| Keudell/Morrison Wealth Management |
2026 Q3 |
10/16/2026 |
| BCU Wealth Advisors, LLC |
2026 Q3 |
10/16/2026 |
| Smead Capital Management, Inc. |
2026 Q3 |
10/16/2026 |
| Financial Synergies Wealth Advisors, Inc. |
2026 Q3 |
10/16/2026 |
| Concurrent Investment Advisors, LLC |
2026 Q3 |
10/16/2026 |
| TEMA ETFS LLC |
2026 Q3 |
10/16/2026 |
| WAYSTONE ADVISORS LLC |
2026 Q3 |
10/16/2026 |
| TCV Trust & Wealth Management, Inc. |
2026 Q3 |
10/16/2026 |
| Watchman Group, Inc. |
2026 Q3 |
10/16/2026 |
| Elser Financial Planning, Inc |
2026 Q3 |
10/16/2026 |
| Scarborough Advisors, LLC |
2026 Q3 |
10/16/2026 |
| Essex Bank |
2026 Q3 |
10/16/2026 |
| Ferguson Shapiro LLC |
2026 Q3 |
10/16/2026 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC |
2026 Q3 |
10/16/2026 |
| Global Strategic Investment Solutions, LLC |
2026 Q3 |
10/16/2026 |
| TRUST CO OF TOLEDO NA /OH/ |
2026 Q3 - RESTATEMENT |
10/16/2026 |
| Premier Path Wealth Partners, LLC |
2026 Q3 |
10/16/2026 |
| KELLY FINANCIAL GROUP LLC |
2026 Q3 |
10/16/2026 |
| Trinity Street Asset Management LLP |
2026 Q3 |
10/16/2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC |
2026 Q3 |
10/16/2026 |
| Centennial Wealth Advisory LLC |
2026 Q3 |
10/16/2026 |
| Cornerstone Planning Group LLC |
2026 Q3 |
10/16/2026 |
| SHEETS SMITH WEALTH MANAGEMENT |
2026 Q3 |
10/16/2026 |
| TRUST CO OF TOLEDO NA /OH/ |
2026 Q3 |
10/16/2026 |
| Buttonwood Financial Group, LLC |
2026 Q3 |
10/16/2026 |
| Rainwater Charitable Foundation |
2026 Q3 |
10/16/2026 |
| MISHPACHA HOLDINGS CORP |
2026 Q3 |
10/16/2026 |
| Trium Capital LLP |
2026 Q3 |
10/16/2026 |
| Y-Intercept (Hong Kong) Ltd |
2026 Q3 |
10/16/2026 |
| ASR Vermogensbeheer N.V. |
2026 Q3 |
10/16/2026 |
| Praxis Capital Management LLC |
2026 Q3 |
10/16/2026 |
| Magnolia Wealth Management, LLC |
2026 Q3 |
10/16/2026 |
| Crescent Sterling, Ltd. |
2026 Q3 |
10/16/2026 |
| Clearview Wealth Management LLC |
2026 Q3 |
10/16/2026 |
| WIT Partners Advisory Pte. Ltd. |
2026 Q3 |
10/16/2026 |
| Benchmark Financial, LLC |
2026 Q3 |
10/16/2026 |