| TB Alternative Assets Ltd. |
2026 Q3 |
10/16/2026 |
| TopTier Wealth Management, LLC |
2026 Q3 |
10/16/2026 |
| GRANITE ISLANDS PRIVATE WEALTH, LLC |
2026 Q3 |
10/15/2026 |
| BostonPremier Wealth LLC |
2026 Q3 |
10/15/2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. |
2026 Q3 |
10/15/2026 |
| BFI Infinity Ltd. |
2026 Q3 |
10/15/2026 |
| Vanguard Capital Wealth Advisors |
2026 Q3 |
10/15/2026 |
| Stanich Group LLC |
2026 Q3 |
10/15/2026 |
| Annex Advisory Services, LLC |
2026 Q3 |
10/15/2026 |
| Baugh & Associates, LLC |
2026 Q3 |
10/15/2026 |
| Chemistry Wealth Management LLC |
2026 Q3 |
10/15/2026 |
| Newport Capital Group, LLC |
2026 Q3 |
10/15/2026 |
| Goelzer Investment Management, Inc. |
2026 Q3 |
10/15/2026 |
| Cornerstone Wealth Advisors, Inc. |
2026 Q3 |
10/15/2026 |
| Howard Capital Management, LLC |
2026 Q3 |
10/15/2026 |
| PFG Advisors |
2026 Q3 |
10/15/2026 |
| Quad-Cities Investment Group, LLC |
2026 Q3 |
10/15/2026 |
| CHATHAM CAPITAL GROUP, INC. |
2026 Q3 |
10/15/2026 |
| MB, LEVIS & ASSOCIATES, LLC |
2026 Q3 |
10/15/2026 |
| Michael J. Porro & Co. Financial Advisors, Inc. |
2026 Q2 |
10/15/2026 |
| DiNuzzo Private Wealth, Inc. |
2026 Q3 |
10/15/2026 |
| Jeter Robert S II |
2026 Q3 |
10/15/2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC |
2026 Q3 |
10/15/2026 |
| Rockingstone Advisors LLC |
2026 Q3 |
10/15/2026 |
| North Capital, Inc. |
2026 Q3 |
10/15/2026 |
| Michael J. Porro & Co. Financial Advisors, Inc. |
2026 Q3 |
10/15/2026 |
| Manuka Financial, LLC |
2026 Q3 - RESTATEMENT |
10/15/2026 |
| Trail Ridge Investment Advisors, LLC |
2026 Q3 |
10/15/2026 |
| Farrell Financial LLC |
2026 Q3 |
10/15/2026 |
| Japan Science & Technology Agency |
2026 Q3 |
10/15/2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC |
2026 Q3 |
10/15/2026 |
| White & Co Financial Planning Inc |
2026 Q3 |
10/15/2026 |
| Sherman Wealth Management LLC |
2026 Q3 - RESTATEMENT |
10/15/2026 |
| GLOBAL STRATEGIC MANAGEMENT INC |
2026 Q3 |
10/15/2026 |
| Franchise GP Ltd |
2026 Q3 |
10/15/2026 |
| Global Wealth Management, LLC |
2026 Q3 |
10/15/2026 |
| BLUELINE ADVISORS LLC |
2026 Q3 |
10/15/2026 |
| BARLOW WEALTH PARTNERS, LLC |
2026 Q3 |
10/15/2026 |
| Weaver Capital Management LLC |
2026 Q3 |
10/15/2026 |
| Saxony Capital Management, LLC |
2026 Q3 |
10/15/2026 |
| Michael J. Porro & Co. Financial Advisors, Inc. |
2026 Q1 |
10/15/2026 |
| Community Financial Services Group, LLC |
2026 Q3 |
10/15/2026 |
| Davidson Capital Management Inc. |
2026 Q3 |
10/15/2026 |
| Red Tree Management, LLC |
2026 Q3 |
10/15/2026 |
| Cohen Klingenstein LLC |
2026 Q3 |
10/15/2026 |
| CISCO SYSTEMS, INC. |
2026 Q3 |
10/15/2026 |
| HARRELL INVESTMENT PARTNERS, LLC |
2026 Q3 |
10/15/2026 |
| COMMUNITY TRUST & INVESTMENT CO |
2026 Q3 |
10/15/2026 |
| AdvisorNet Financial, Inc |
2026 Q3 |
10/15/2026 |
| Echo Wealth Management, LLC |
2026 Q3 |
10/15/2026 |
| V-Square Quantitative Management LLC |
2026 Q3 |
10/15/2026 |
| Two West Capital Advisors LLC |
2026 Q3 |
10/15/2026 |
| Fortitude Advisory Group L.L.C. |
2026 Q3 |
10/15/2026 |
| Comprehensive Financial Consultants Institutional, Inc. |
2026 Q3 |
10/15/2026 |
| Financial & Tax Architects, LLC |
2026 Q3 |
10/15/2026 |
| YANKCOM Partnership |
2026 Q3 |
10/15/2026 |
| FIRST MERCHANTS CORP |
2026 Q3 |
10/15/2026 |
| TSP Capital Management Group, LLC |
2026 Q3 |
10/15/2026 |
| Summit Financial Consulting LLC |
2026 Q3 |
10/15/2026 |
| MIRAE ASSET SECURITIES (USA) INC. |
2026 Q3 |
10/15/2026 |
| WHITENER CAPITAL MANAGEMENT, INC. |
2026 Q3 |
10/15/2026 |
| Manuka Financial, LLC |
2026 Q3 |
10/15/2026 |
| Uptown Financial Advisors LLC |
2026 Q3 |
10/15/2026 |
| R2 Capital Strategies, LLC |
2026 Q3 |
10/15/2026 |
| Walser Wealth Management Company, A Ltd Liability Co |
2026 Q3 |
10/15/2026 |
| Detalus Advisors, LLC |
2026 Q3 |
10/15/2026 |
| Activest Wealth Management |
2026 Q3 |
10/15/2026 |
| NFSG Corp |
2026 Q3 |
10/15/2026 |
| TrustWell Financial Advisors, LLC |
2026 Q3 |
10/15/2026 |
| MOLLER WEALTH PARTNERS |
2026 Q3 |
10/15/2026 |
| TRUE BLUE FINANCIAL, LLC |
2026 Q3 |
10/15/2026 |
| White Pine Investment CO |
2026 Q3 |
10/15/2026 |
| SLT Holdings LLC |
2026 Q3 |
10/15/2026 |
| Centerline Wealth Advisors, LLC |
2026 Q3 |
10/15/2026 |
| COLUMBIA ADVISORY PARTNERS LLC |
2026 Q3 |
10/15/2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. |
2026 Q3 |
10/15/2026 |
| Split Rock Private Trading & Wealth Management, LLC |
2026 Q3 |
10/15/2026 |
| GUYASUTA INVESTMENT ADVISORS INC |
2026 Q3 |
10/15/2026 |
| Morangie Management LLC |
2026 Q3 |
10/15/2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. |
2026 Q3 |
10/15/2026 |
| Rizvi Traverse Management, LLC |
2026 Q2 |
10/15/2026 |
| Sustainable Growth Advisers, LP |
2026 Q3 |
10/15/2026 |
| Riverbend Wealth Management, LLC |
2026 Q3 |
10/15/2026 |
| MILESTONE ASSET MANAGEMENT, LLC |
2026 Q3 |
10/15/2026 |
| Daytona Street Capital LLC |
2026 Q3 |
10/15/2026 |
| PARAGON CAPITAL MANAGEMENT INC |
2026 Q3 |
10/15/2026 |
| QUATTRO FINANCIAL ADVISORS LLC |
2026 Q3 |
10/15/2026 |
| Courant Investment Management LLC |
2026 Q3 |
10/15/2026 |
| ACT Advisors, LLC. |
2026 Q3 |
10/15/2026 |
| Goldstein Advisors, LLC |
2026 Q3 |
10/15/2026 |
| Neumann Capital Management, LLC |
2026 Q3 |
10/15/2026 |
| KOM Wealth Management Group, LLC |
2026 Q3 |
10/15/2026 |
| Andrews Advisory Associates, LLC |
2026 Q3 |
10/15/2026 |
| Legacy Wealth Partners, LLC |
2026 Q3 |
10/15/2026 |
| Ellsworth Advisors, LLC |
2026 Q3 |
10/15/2026 |
| FFG Partners, LLC |
2026 Q3 |
10/15/2026 |
| Roof Eidam Maycock Peralta, LLC |
2026 Q3 |
10/15/2026 |
| First Growth Capital LLC |
2026 Q3 |
10/15/2026 |
| IAMS WEALTH MANAGEMENT, LLC |
2026 Q3 |
10/15/2026 |
| Northland Capital Management LLC |
2026 Q3 |
10/15/2026 |