| IFG Advisors, LLC |
2026 Q3 |
10/15/2026 |
| BAM Wealth Management, LLC |
2026 Q3 |
10/15/2026 |
| Braeburn Wealth Management LLC |
2026 Q3 |
10/15/2026 |
| Resonant Capital Advisors, LLC |
2026 Q3 |
10/15/2026 |
| Global Financial Private Client, LLC |
2026 Q3 |
10/15/2026 |
| Porter White Investment Advisors, Inc. |
2026 Q3 |
10/15/2026 |
| Aurora Investment Managers, LLC. |
2026 Q3 |
10/15/2026 |
| Kentucky Trust Co |
2026 Q3 |
10/15/2026 |
| Alhambra Investment Management LLC |
2026 Q3 |
10/15/2026 |
| KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje |
2026 Q3 |
10/15/2026 |
| FACTORIAL MANAGEMENT Ltd |
2026 Q3 |
10/15/2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ |
2026 Q3 |
10/15/2026 |
| STAPP WEALTH MANAGEMENT, PLLC |
2026 Q3 |
10/14/2026 |
| Ashurst Perkins Coie Trust Co |
2026 Q3 |
10/14/2026 |
| Martin Capital Advisors, LLP |
2026 Q3 |
10/14/2026 |
| HOWARD FINANCIAL SERVICES, LTD. |
2026 Q3 |
10/14/2026 |
| Nolet Wealth Management, LLC |
2026 Q3 |
10/14/2026 |
| WINNACLE WEALTH LLC |
2026 Q3 |
10/14/2026 |
| Longboard Asset Management, LP |
2026 Q3 |
10/14/2026 |
| ASL Financial, LLC |
2026 Q3 |
10/14/2026 |
| B.A. Schrock Wealth Management, Inc. |
2026 Q3 |
10/14/2026 |
| Loftus Peak Pty Ltd |
2026 Q2 |
10/14/2026 |
| Loftus Peak Pty Ltd |
2026 Q3 |
10/14/2026 |
| VMS Asset Management Limited |
2026 Q3 |
10/14/2026 |
| TRUEFG, LLC |
2026 Q3 - RESTATEMENT |
10/14/2026 |
| KG Capital Management |
2026 Q3 |
10/14/2026 |
| Colorado Capital Management, Inc. |
2026 Q3 |
10/14/2026 |
| HBW ADVISORY SERVICES LLC |
2026 Q3 |
10/14/2026 |
| Kellett Wealth Advisors, LLC |
2026 Q3 |
10/14/2026 |
| ZWJ INVESTMENT COUNSEL INC |
2026 Q3 |
10/14/2026 |
| Lipe & Dalton |
2026 Q3 |
10/14/2026 |
| Essex LLC |
2026 Q3 |
10/14/2026 |
| Elmwood Wealth Management, Inc. |
2026 Q3 |
10/14/2026 |
| CULTIVAR CAPITAL, INC. |
2026 Q3 |
10/14/2026 |
| SFM, LLC d/b/a Sweeney Financial Advisors |
2026 Q3 |
10/14/2026 |
| WealthSpring Partners, LLC |
2026 Q3 |
10/14/2026 |
| LDIC Inc. |
2026 Q3 |
10/14/2026 |
| MITCHELL & PAHL PRIVATE WEALTH, LLC |
2026 Q3 |
10/14/2026 |
| Baker Ellis Asset Management LLC |
2026 Q3 |
10/14/2026 |
| Triumph Capital Management |
2026 Q3 |
10/14/2026 |
| Orca Wealth Management, LLC |
2026 Q3 |
10/14/2026 |
| Western Financial Corp/CA |
2026 Q3 |
10/14/2026 |
| BluePrint Investing LLC |
2026 Q3 |
10/14/2026 |
| Weil Company, Inc. |
2026 Q3 |
10/14/2026 |
| Johnson Bixby & Associates, LLC |
2026 Q3 |
10/14/2026 |
| Alliance Wealth Advisors, LLC |
2026 Q3 |
10/14/2026 |
| Harbor Group, Inc. |
2026 Q3 |
10/14/2026 |
| SANDERS MORRIS HARRIS LLC |
2026 Q3 |
10/14/2026 |
| Tenon Financial LLC |
2026 Q3 |
10/14/2026 |
| Mezzasalma Advisors, LLC |
2026 Q3 |
10/14/2026 |
| Sherrill & Hutchins Financial Advisory, Inc |
2026 Q3 |
10/14/2026 |
| Financial Planning Navigators CORP |
2026 Q3 |
10/14/2026 |
| Columbus Macro, LLC |
2026 Q3 |
10/14/2026 |
| Finward Bancorp |
2026 Q3 |
10/14/2026 |
| Wolfstich Capital, LLC |
2026 Q3 |
10/14/2026 |
| SC&H Financial Advisors, Inc. |
2026 Q3 |
10/14/2026 |
| Luminvest Wealth Management LLC |
2026 Q3 |
10/14/2026 |
| Azarias Capital Management, L.P. |
2026 Q3 |
10/14/2026 |
| FOCUS Wealth Advisors, LLC |
2026 Q3 |
10/14/2026 |
| Fortress Financial Solutions, LLC |
2026 Q3 |
10/14/2026 |
| Allodium Investment Consultants, LLC |
2026 Q3 |
10/14/2026 |
| RCS Financial Planning, LLC |
2026 Q3 |
10/14/2026 |
| Tempus Wealth Planning, LLC |
2026 Q3 |
10/14/2026 |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. |
2026 Q3 |
10/14/2026 |
| HOWARD FINANCIAL SERVICES, LTD. |
2026 Q2 - NEW HOLDINGS |
10/14/2026 |
| UNION SAVINGS BANK |
2026 Q3 |
10/14/2026 |
| SACHEM HILL LLC |
2026 Q3 |
10/14/2026 |
| Sloy Dahl & Holst, LLC |
2026 Q3 |
10/14/2026 |
| STRATEGY ASSET MANAGERS LLC |
2026 Q3 |
10/14/2026 |
| Fortitude Family Office, LLC |
2026 Q3 |
10/14/2026 |
| Elemental Capital Partners LLC |
2026 Q3 |
10/14/2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
2026 Q3 |
10/14/2026 |
| Granite FO LLC |
2026 Q3 |
10/14/2026 |
| Family Office Research LLC |
2026 Q3 |
10/14/2026 |
| GODSEY & GIBB, INC |
2026 Q3 |
10/14/2026 |
| MERIDIAN INVESTMENT COUNSEL INC. |
2026 Q3 |
10/14/2026 |
| Newton One Investments LLC |
2026 Q3 |
10/14/2026 |
| MATHER GROUP, LLC. |
2026 Q3 |
10/14/2026 |
| William Allan Corp |
2026 Q3 |
10/14/2026 |
| Triangle Securities Wealth Management |
2026 Q3 |
10/14/2026 |
| BIRCHBROOK, INC. |
2026 Q3 |
10/14/2026 |
| MPS Loria Financial Planners, LLC |
2026 Q3 |
10/14/2026 |
| Fortune 45 LLC |
2026 Q3 |
10/14/2026 |
| Summit Financial Strategies, Inc. |
2026 Q3 |
10/14/2026 |
| First Pacific Financial |
2026 Q3 |
10/14/2026 |
| IRONWOOD WEALTH MANAGEMENT, INC. |
2026 Q3 |
10/14/2026 |
| West Wealth Group, LLC |
2026 Q3 |
10/14/2026 |
| Hudock, Inc. |
2026 Q3 |
10/14/2026 |
| MYECFO, LLC |
2026 Q3 |
10/14/2026 |
| LDR Capital Management LLC |
2026 Q3 |
10/14/2026 |
| Reliant Investment Management, LLC |
2026 Q3 |
10/14/2026 |
| InvesTrust |
2026 Q3 |
10/14/2026 |
| Wall Capital Group, Inc. |
2026 Q3 |
10/14/2026 |
| Covenant Asset Management, LLC |
2026 Q3 |
10/14/2026 |
| NVWM, LLC |
2026 Q3 |
10/14/2026 |
| Martel Wealth Advisors LLC |
2026 Q3 |
10/14/2026 |
| ERSTE TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH S.A. |
2026 Q2 |
10/14/2026 |
| VIKING FUND MANAGEMENT LLC |
2026 Q3 |
10/14/2026 |
| Orgel Wealth Management, LLC |
2026 Q3 |
10/14/2026 |
| Porter White Investment Advisors, Inc. |
2026 Q3 |
10/14/2026 |