| Gordian Advisors LLC |
2026 Q2 |
8/4/2026 |
| GFS Advisors, LLC |
2026 Q2 |
8/4/2026 |
| Noble Family Wealth, LLC |
2026 Q2 |
8/4/2026 |
| Aspen Capital Management, LLC |
2026 Q2 |
8/4/2026 |
| MISHPACHA HOLDINGS CORP |
2026 Q2 |
8/4/2026 |
| Evansbrook LLC |
2026 Q2 |
8/4/2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC |
2026 Q2 |
8/4/2026 |
| PRINCIPAL SECURITIES, INC. |
2026 Q2 |
8/4/2026 |
| SPEECE THORSON CAPITAL GROUP INC |
2026 Q2 |
8/4/2026 |
| CHANNEL WEALTH LLC |
2026 Q2 |
8/4/2026 |
| Jacksonville Wealth Management, LLC |
2026 Q2 |
8/4/2026 |
| Ramsay, Stattman, Vela & Price, Inc. |
2026 Q2 |
8/4/2026 |
| Provident Wealth Management, LLC |
2026 Q2 |
8/4/2026 |
| Pacific Life Fund Advisors LLC |
2026 Q2 |
8/4/2026 |
| BCGM Wealth Management, LLC |
2026 Q2 |
8/4/2026 |
| River Wealth Advisors LLC |
2026 Q2 - RESTATEMENT |
8/4/2026 |
| Seafarer Capital Partners, LLC |
2026 Q2 |
8/4/2026 |
| CHILTON CAPITAL MANAGEMENT LLC |
2026 Q2 |
8/4/2026 |
| ATLANTIC FAMILY WEALTH, LLC |
2026 Q2 |
8/4/2026 |
| WIN ADVISORS, INC |
2026 Q2 |
8/4/2026 |
| Independent Order of Foresters |
2026 Q2 |
8/4/2026 |
| SmartHarvest Portfolios, LLC |
2026 Q2 |
8/4/2026 |
| Strategic Value Partners, LLC |
2026 Q2 |
8/4/2026 |
| Gateway Wealth Partners, LLC |
2026 Q2 |
8/4/2026 |
| Strive Financial Group ,LLC |
2026 Q2 |
8/4/2026 |
| Boomfish Wealth Group, LLC |
2026 Q2 |
8/4/2026 |
| TD ASSET MANAGEMENT INC |
2026 Q2 |
8/4/2026 |
| 46 Peaks LLC |
2026 Q2 |
8/4/2026 |
| Steadview Capital Management LLC |
2026 Q2 |
8/4/2026 |
| Suncoast Equity Management |
2026 Q2 |
8/4/2026 |
| OKABENA INVESTMENT SERVICES INC |
2026 Q2 |
8/4/2026 |
| Cryder Capital Partners LLP |
2026 Q2 |
8/4/2026 |
| Medicxi Ventures Management (Jersey) Ltd |
2026 Q2 |
8/4/2026 |
| LEUTHOLD GROUP, LLC |
2026 Q2 |
8/4/2026 |
| CAPITAL CITY TRUST CO/FL |
2026 Q2 |
8/4/2026 |
| Blueprint Investment Partners LLC |
2026 Q2 |
8/4/2026 |
| Nicholas Hoffman & Company, LLC. |
2026 Q2 |
8/4/2026 |
| Summerhill Capital Management lnc. |
2026 Q2 |
8/4/2026 |
| AEW CAPITAL MANAGEMENT L P |
2026 Q2 |
8/4/2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT |
2026 Q2 |
8/4/2026 |
| Aerodigm Wealth, LLC |
2026 Q2 |
8/4/2026 |
| Journey Advisory Group, LLC |
2026 Q2 |
8/4/2026 |
| HERITAGE INVESTORS MANAGEMENT CORP |
2026 Q2 |
8/4/2026 |
| KESTREL INVESTMENT MANAGEMENT CORP |
2026 Q2 |
8/4/2026 |
| TODD ASSET MANAGEMENT LLC |
2026 Q2 |
8/4/2026 |
| BURLING WEALTH PARTNERS, LLC |
2026 Q2 |
8/4/2026 |
| Redwood Family Wealth LLC |
2026 Q2 |
8/4/2026 |
| S.E.E.D. Planning Group LLC |
2026 Q2 |
8/4/2026 |
| SS&H Financial Advisors, Inc. |
2026 Q2 |
8/4/2026 |
| Copeland Capital Management, LLC |
2026 Q2 |
8/4/2026 |
| THOMA BRAVO, L.P. |
2026 Q2 |
8/4/2026 |
| Addison Capital Co |
2026 Q2 |
8/4/2026 |
| River Wealth Advisors LLC |
2026 Q2 |
8/4/2026 |
| 1900 WEALTH MANAGEMENT LLC |
2026 Q2 |
8/4/2026 |
| Rossby Financial, LCC |
2026 Q2 |
8/4/2026 |
| Compass Financial Group, Inc. |
2026 Q2 |
8/4/2026 |
| Farrow Financial, Inc. |
2026 Q2 |
8/4/2026 |
| TT Capital Management LLC |
2026 Q2 |
8/4/2026 |
| Progressive Investment Management Corp |
2026 Q2 |
8/4/2026 |
| RAELIPSKIE PARTNERSHIP |
2026 Q2 |
8/4/2026 |
| Florin Court Capital LLP |
2026 Q2 |
8/4/2026 |
| Coral Wealth Management, LLC |
2026 Q2 |
8/4/2026 |
| Diversified Portfolios, Inc. |
2026 Q2 |
8/4/2026 |
| POLEN CAPITAL MANAGEMENT LLC |
2026 Q2 |
8/4/2026 |
| PKS Advisory Services, LLC |
2026 Q2 |
8/4/2026 |
| Boston Partners |
2026 Q2 |
8/4/2026 |
| SC&H Financial Advisors, Inc. |
2026 Q2 |
8/4/2026 |
| Terra Nova Asset Management LLC |
2026 Q2 |
8/4/2026 |
| MONEY CONCEPTS CAPITAL CORP |
2026 Q2 |
8/4/2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC |
2026 Q2 |
8/4/2026 |
| Black Diamond Financial, LLC |
2026 Q2 |
8/4/2026 |
| Palisades Investment Partners, LLC |
2026 Q2 |
8/4/2026 |
| Campbell Deegan Wealth Management, LLC |
2026 Q2 |
8/4/2026 |
| SEB Asset Management AB |
2026 Q2 |
8/4/2026 |
| DJE Kapital AG |
2026 Q2 |
8/4/2026 |
| Bedminster, LLC |
2026 Q2 |
8/4/2026 |
| Madden Advisory Services, Inc. |
2026 Q2 |
8/4/2026 |
| Financial Council, LLC |
2026 Q2 |
8/4/2026 |
| RM Financial Services, LLC |
2026 Q2 |
8/4/2026 |
| waypoint wealth counsel |
2026 Q2 |
8/4/2026 |
| Paulson Wealth Management Inc. |
2026 Q2 |
8/4/2026 |
| C WorldWide Group Holding A/S |
2026 Q2 |
8/4/2026 |
| Indivisible Partners |
2026 Q2 |
8/4/2026 |
| FDx Advisors, Inc. |
2026 Q2 |
8/4/2026 |
| RPG Investment Advisory, LLC |
2026 Q2 |
8/4/2026 |
| PRAXIS INVESTMENT MANAGEMENT INC |
2026 Q2 |
8/4/2026 |
| DAVIS-REA LTD. |
2026 Q2 |
8/4/2026 |
| Blue Fin Capital, Inc. |
2026 Q2 |
8/4/2026 |
| WealthTrak Capital Management LLC |
2026 Q2 |
8/4/2026 |
| Park Avenue Institutional Advisers LLC |
2026 Q2 |
8/4/2026 |
| State of New Jersey Common Pension Fund D |
2026 Q2 |
8/4/2026 |
| Bauman Advisory Group, LLC |
2026 Q2 |
8/4/2026 |
| nVerses Capital, LLC |
2026 Q2 |
8/4/2026 |
| Ascentis Independent Advisors |
2026 Q2 - RESTATEMENT |
8/4/2026 |
| Sendero Wealth Management, LLC |
2026 Q2 |
8/4/2026 |
| Private Harbour Investment Management & Counsel, LLC |
2026 Q2 |
8/4/2026 |
| M&T BANK CORP |
2026 Q2 |
8/4/2026 |
| HFM Investment Advisors, LLC |
2026 Q2 |
8/4/2026 |
| Values First Advisors, Inc. |
2026 Q2 - RESTATEMENT |
8/4/2026 |
| ADE, LLC |
2026 Q2 |
8/4/2026 |