| RICHARDSON FINANCIAL SERVICES INC. |
2026 Q1 |
5/1/2026 |
| Wealthspring Capital LLC |
2026 Q1 |
5/1/2026 |
| Marks Wealth, LLC |
2026 Q1 |
5/1/2026 |
| Evergreen Wealth Management, LLC |
2026 Q1 |
5/1/2026 |
| Innovative Wealth Building LLC |
2026 Q1 |
5/1/2026 |
| FPC INVESTMENT ADVISORY, INC. |
2026 Q1 |
5/1/2026 |
| Tevis Investment Management |
2026 Q1 |
5/1/2026 |
| UPTICK PARTNERS, LLC |
2026 Q1 |
5/1/2026 |
| Vantage Point Financial LLC |
2026 Q1 |
5/1/2026 |
| GHE, LLC |
2026 Q1 |
5/1/2026 |
| CDKV HOLDINGS LLC |
2026 Q1 |
5/1/2026 |
| ABOUND FINANCIAL, LLC |
2026 Q1 |
5/1/2026 |
| Team Financial Group, LLC |
2026 Q1 |
5/1/2026 |
| Ruedi Wealth Management, Inc. |
2026 Q1 |
5/1/2026 |
| STERLING INVESTMENT MANAGEMENT, LLC |
2026 Q1 |
5/1/2026 |
| CONSILIO WEALTH ADVISORS, LLC |
2026 Q1 |
5/1/2026 |
| Peapod Lane Capital LLC |
2026 Q1 |
5/1/2026 |
| Burton Enright Welch |
2026 Q1 |
5/1/2026 |
| Auxano Advisors, LLC |
2026 Q1 |
5/1/2026 |
| Genus Capital Management Inc. |
2026 Q1 |
5/1/2026 |
| United Wealth Management, LLC |
2026 Q1 |
5/1/2026 |
| Mission Hills Financial Advisory, LLC |
2026 Q1 |
5/1/2026 |
| Vantage Investment Partners, LLC |
2026 Q1 |
5/1/2026 |
| MARKEL GROUP INC. |
2026 Q1 |
5/1/2026 |
| EQ WEALTH ADVISORS, LLC |
2026 Q1 |
5/1/2026 |
| Signature Resources Capital Management, LLC |
2026 Q1 |
5/1/2026 |
| American Trust |
2026 Q1 |
5/1/2026 |
| Compass Financial Services Inc |
2026 Q1 |
5/1/2026 |
| Glass Wealth Management Co LLC |
2026 Q1 |
5/1/2026 |
| Altium Capital Management LLC |
2026 Q1 |
5/1/2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC |
2026 Q1 |
5/1/2026 |
| GENERAL AMERICAN INVESTORS CO INC |
2026 Q1 |
5/1/2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS |
2026 Q1 |
5/1/2026 |
| Rossmore Private Capital |
2026 Q1 |
5/1/2026 |
| Sovran Advisors, LLC |
2026 Q1 |
5/1/2026 |
| Capital Squared Financial LLC |
2026 Q1 |
5/1/2026 |
| CULLINAN ASSOCIATES INC |
2026 Q1 |
5/1/2026 |
| Riverview Trust Co |
2026 Q1 |
5/1/2026 |
| Wildcat Capital Management, LLC |
2026 Q1 |
5/1/2026 |
| Global Assets Advisory, LLC |
2026 Q1 |
5/1/2026 |
| BANYAN CAPITAL MANAGEMENT, INC. |
2026 Q1 |
5/1/2026 |
| FIFTH THIRD BANCORP |
2026 Q1 |
5/1/2026 |
| Midwest Trust Co |
2026 Q1 |
5/1/2026 |
| CITIZENS FINANCIAL GROUP INC/RI |
2026 Q1 |
5/1/2026 |
| Greylock XIV GP LLC |
2026 Q1 |
5/1/2026 |
| Anchor Investment Management, LLC |
2026 Q1 |
5/1/2026 |
| Trifecta Capital Advisors, LLC |
2026 Q1 |
5/1/2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC |
2026 Q1 |
5/1/2026 |
| Arlington Capital Management, Inc. |
2026 Q1 |
5/1/2026 |
| ASSOCIATED BANC-CORP |
2026 Q1 |
5/1/2026 |
| Silver Oak Advisory Group, Inc. |
2026 Q1 |
5/1/2026 |
| Navigoe, LLC |
2026 Q1 |
5/1/2026 |
| Castleview Partners, LLC |
2026 Q1 |
5/1/2026 |
| Strategic Wealth Advisors LLC |
2026 Q1 |
5/1/2026 |
| United Bank |
2026 Q1 |
5/1/2026 |
| Keener Financial Planning LLC |
2026 Q1 |
5/1/2026 |
| Clientfirst Wealth Management, LLC |
2026 Q1 |
5/1/2026 |
| GABLES CAPITAL MANAGEMENT INC. |
2026 Q1 |
5/1/2026 |
| Vestment Financial LLC |
2026 Q1 |
5/1/2026 |
| AF Advisors, Inc. |
2026 Q1 |
5/1/2026 |
| R. W. Roge & Company, Inc. |
2026 Q1 |
5/1/2026 |
| PITTENGER & ANDERSON INC |
2026 Q1 |
5/1/2026 |
| Valmark Advisers, Inc. |
2026 Q1 |
5/1/2026 |
| Towercrest Capital Management |
2026 Q1 |
5/1/2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC |
2026 Q1 |
5/1/2026 |
| Financial Alternatives, Inc |
2026 Q1 |
5/1/2026 |
| ARQ WEALTH ADVISORS, LLC |
2026 Q1 |
5/1/2026 |
| Seaside Wealth Management, Inc. |
2026 Q1 |
5/1/2026 |
| Seneca House Advisors |
2026 Q1 |
5/1/2026 |
| WELCH & FORBES LLC |
2026 Q1 |
5/1/2026 |
| 180 WEALTH ADVISORS, LLC |
2026 Q1 |
5/1/2026 |
| Kaizen Financial Strategies |
2026 Q1 |
5/1/2026 |
| UNIVEST FINANCIAL Corp |
2026 Q1 |
5/1/2026 |
| Merrithew & Thorsten Inc |
2026 Q1 |
5/1/2026 |
| SFE Investment Counsel |
2026 Q1 |
5/1/2026 |
| Carnegie Investment Counsel |
2026 Q1 |
5/1/2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV |
2026 Q1 |
5/1/2026 |
| Summit Financial Strategies, Inc. |
2026 Q1 |
5/1/2026 |
| S. R. Schill & Associates |
2026 Q1 |
5/1/2026 |
| CASTLE WEALTH MANAGEMENT LLC |
2026 Q1 |
5/1/2026 |
| Luminvest Wealth Management LLC |
2026 Q1 |
5/1/2026 |
| Lincoln Capital LLC |
2026 Q1 |
5/1/2026 |
| Ball & Co Wealth Management Inc. |
2026 Q1 |
5/1/2026 |
| BCR Wealth Strategies, LLC |
2026 Q1 |
5/1/2026 |
| FINANCIAL COUNSELORS INC |
2026 Q1 |
5/1/2026 |
| Sachetta, LLC |
2026 Q1 |
5/1/2026 |
| Oakwell Private Wealth Management, LLC |
2026 Q1 |
5/1/2026 |
| Capital Today Evergreen Fund, L.P. |
2026 Q1 |
5/1/2026 |
| TSA Wealth Managment LLC |
2026 Q1 |
5/1/2026 |
| U S GLOBAL INVESTORS INC |
2026 Q1 |
5/1/2026 |
| WASHBURN CAPITAL MANAGEMENT, INC. |
2026 Q1 |
5/1/2026 |
| WealthShield Partners, LLC |
2026 Q1 |
5/1/2026 |
| 46 Peaks LLC |
2026 Q1 |
5/1/2026 |
| Financial Connections Group, Inc. |
2026 Q1 |
5/1/2026 |
| Van Cleef Asset Management,Inc |
2026 Q1 |
5/1/2026 |
| Darwin Wealth Management, LLC |
2026 Q1 |
5/1/2026 |
| Warburton Capital Management, LLC |
2026 Q1 |
5/1/2026 |
| TORRAY INVESTMENT PARTNERS LLC |
2026 Q1 |
5/1/2026 |
| ACCOUNT MANAGEMENT LLC |
2026 Q1 |
5/1/2026 |
| DUMAC, INC. |
2026 Q1 |
5/1/2026 |