| RTD Financial Advisors, Inc. |
2026 Q2 |
7/13/2026 |
| FCG Investment Co |
2026 Q2 |
7/13/2026 |
| Sound Stewardship, LLC |
2026 Q2 |
7/13/2026 |
| Clarity Capital Advisors, LLC |
2026 Q2 |
7/13/2026 |
| Centennial Wealth Advisory LLC |
2026 Q2 |
7/13/2026 |
| Red Door Wealth Management, LLC |
2026 Q2 |
7/13/2026 |
| Azarias Capital Management, L.P. |
2026 Q2 |
7/13/2026 |
| United Asset Strategies, Inc. |
2026 Q2 |
7/13/2026 |
| ETF Portfolio Partners, Inc. |
2026 Q2 |
7/13/2026 |
| OMNI 360 Wealth, Inc. |
2026 Q2 |
7/13/2026 |
| High Probability Advisors, LLC |
2026 Q2 |
7/13/2026 |
| Stenger Family Office, LLC |
2026 Q2 |
7/13/2026 |
| HCR Wealth Advisors |
2026 Q2 |
7/13/2026 |
| Capital Advantage, Inc. |
2026 Q2 |
7/13/2026 |
| Gradient Capital Advisors, LLC |
2026 Q2 |
7/13/2026 |
| CISCO SYSTEMS, INC. |
2026 Q2 |
7/13/2026 |
| BRADY FAMILY WEALTH, LLC |
2026 Q2 |
7/13/2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC |
2026 Q2 |
7/13/2026 |
| Frankly Finances, LLC |
2026 Q2 |
7/13/2026 |
| Rockwood Wealth Management, LLC |
2026 Q2 |
7/13/2026 |
| NORTH DALLAS BANK & TRUST CO |
2026 Q2 |
7/13/2026 |
| REX Advisers, LLC |
2026 Q2 |
7/13/2026 |
| Parkside Investments, LLC |
2026 Q2 |
7/13/2026 |
| ROFFMAN MILLER ASSOCIATES INC /PA/ |
2026 Q2 |
7/13/2026 |
| HHM Wealth Advisors, LLC |
2026 Q2 |
7/13/2026 |
| LDIC Inc. |
2026 Q2 |
7/13/2026 |
| HMV Wealth Advisors, LLC |
2026 Q2 |
7/13/2026 |
| R.H. Dinel Investment Counsel, Inc. |
2026 Q2 |
7/13/2026 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC |
2026 Q2 |
7/13/2026 |
| LYNCH & ASSOCIATES/IN |
2026 Q2 |
7/13/2026 |
| SHEETS SMITH WEALTH MANAGEMENT |
2026 Q2 |
7/13/2026 |
| Kessler Investment Group, LLC |
2026 Q2 |
7/13/2026 |
| Sunflower Bank, N.A. |
2026 Q2 |
7/13/2026 |
| Eastover Investment Advisors LLC |
2026 Q2 |
7/13/2026 |
| Physician Wealth Solutions Inc. |
2026 Q2 |
7/13/2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC |
2026 Q2 |
7/13/2026 |
| Eagle Wealth Advisors LLC |
2026 Q2 |
7/13/2026 |
| Lancaster Investment Management |
2026 Q2 |
7/13/2026 |
| PFW Advisors LLC |
2026 Q2 |
7/13/2026 |
| Plus Group Wealth Advisors LLC |
2026 Q2 |
7/13/2026 |
| Drucker Wealth 3.0, LLC |
2026 Q2 |
7/13/2026 |
| Eagle Capital Management, LLC |
2026 Q2 |
7/13/2026 |
| DeDora Capital, Inc. |
2026 Q2 |
7/13/2026 |
| GENESIS PRIVATE WEALTH, LLC |
2026 Q2 |
7/13/2026 |
| RIVERBRIDGE PARTNERS LLC |
2026 Q2 |
7/13/2026 |
| HOWLAND CAPITAL MANAGEMENT LLC |
2026 Q2 |
7/13/2026 |
| Holland Advisory Services, Inc. |
2026 Q2 |
7/13/2026 |
| PineStone Asset Management Inc. |
2026 Q2 |
7/13/2026 |
| Holcombe Financial, Inc. |
2026 Q2 |
7/13/2026 |
| Martel Wealth Advisors LLC |
2026 Q2 |
7/13/2026 |
| Optivise Advisory Services LLC |
2026 Q2 |
7/13/2026 |
| Guardian Wealth Management, Inc. |
2026 Q2 |
7/13/2026 |
| Moisand Fitzgerald Tamayo, LLC |
2026 Q2 |
7/13/2026 |
| Planned Solutions, Inc. |
2026 Q2 |
7/13/2026 |
| Nova Wealth Management, Inc. |
2026 Q2 - NEW HOLDINGS |
7/13/2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. |
2026 Q2 |
7/13/2026 |
| Kings Path Partners LLC |
2025 Q3 |
7/13/2026 |
| Dorato Capital Management |
2026 Q2 |
7/13/2026 |
| Richard P Slaughter Associates Inc |
2026 Q2 |
7/13/2026 |
| Orin Green Financial, LLC |
2026 Q2 |
7/13/2026 |
| FIRST HAWAIIAN BANK |
2026 Q2 |
7/13/2026 |
| AUGUSTINE ASSET MANAGEMENT INC |
2026 Q2 |
7/13/2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC |
2026 Q2 |
7/13/2026 |
| WOLFF WIESE MAGANA LLC |
2026 Q2 |
7/13/2026 |
| Wedmont Private Capital |
2026 Q2 |
7/13/2026 |
| BOS Asset Management, LLC |
2026 Q2 |
7/13/2026 |
| DECISION INVESTMENTS, INC |
2026 Q2 |
7/13/2026 |
| Friedenthal Financial |
2026 Q2 |
7/13/2026 |
| 21 West Wealth Management LLC |
2026 Q2 |
7/13/2026 |
| Strong Tower Advisory Services |
2026 Q2 |
7/13/2026 |
| Pacifica Partners Inc. |
2026 Q2 |
7/13/2026 |
| First City Capital Management, Inc. |
2026 Q2 |
7/13/2026 |
| Merrion Investment Management Co, LLC |
2026 Q2 |
7/13/2026 |
| MFA WEALTH ADVISORS, LLC |
2026 Q2 |
7/13/2026 |
| Independence Bank of Kentucky |
2026 Q2 |
7/13/2026 |
| DAVENPORT & Co LLC |
2026 Q2 |
7/13/2026 |
| Echo45 Advisors LLC |
2026 Q2 |
7/13/2026 |
| Avondale Wealth Management |
2026 Q2 |
7/13/2026 |
| GODSEY & GIBB, INC |
2026 Q2 |
7/13/2026 |
| ARDSLEY ADVISORY PARTNERS LP |
2026 Q2 |
7/13/2026 |
| Perennial Advisors, LLC |
2026 Q2 |
7/13/2026 |
| WOODSTOCK CORP |
2026 Q2 |
7/13/2026 |
| Generali Investments CEE, investicni spolecnost, a.s. |
2026 Q2 |
7/13/2026 |
| Robinswood Financial LLC |
2026 Q1 - RESTATEMENT |
7/13/2026 |
| VIKING FUND MANAGEMENT LLC |
2026 Q2 |
7/13/2026 |
| Orgel Wealth Management, LLC |
2026 Q2 |
7/13/2026 |
| McCollum Christoferson Group LLC |
2026 Q2 |
7/13/2026 |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. |
2026 Q2 |
7/13/2026 |
| LAWOOD & CO |
2026 Q2 |
7/13/2026 |
| Aurelius Family Office LLC |
2026 Q2 |
7/13/2026 |
| Breachway Investments LLC |
2026 Q2 |
7/13/2026 |
| SteelPeak Wealth, LLC |
2026 Q2 |
7/13/2026 |
| HAMILTON LANE ADVISORS LLC |
2026 Q2 |
7/13/2026 |
| Allen Mooney & Barnes Investment Advisors LLC |
2026 Q2 |
7/13/2026 |
| CLIENT 1ST ADVISORY GROUP, LLC |
2026 Q2 |
7/13/2026 |
| Gleason Group, Inc. |
2026 Q2 |
7/13/2026 |
| SENTINEL TRUST CO LBA |
2026 Q2 |
7/13/2026 |
| ARMSTRONG ADVISORY GROUP, INC |
2026 Q2 |
7/13/2026 |
| CGC Financial Services, LLC |
2026 Q2 |
7/13/2026 |
| Baskin Financial Services Inc. |
2026 Q2 |
7/13/2026 |