| AIA Group Ltd |
2026 Q2 |
7/31/2026 |
| DELPHI MANAGEMENT INC /MA/ |
2026 Q2 |
7/31/2026 |
| Capitol Family Office, Inc. |
2026 Q2 |
7/31/2026 |
| Bruce G. Allen Investments, LLC |
2026 Q2 |
7/31/2026 |
| LJI Wealth Management, LLC |
2026 Q2 |
7/31/2026 |
| Golden Bell Financial Planning LLC |
2026 Q2 |
7/31/2026 |
| Ball & Co Wealth Management Inc. |
2026 Q2 |
7/31/2026 |
| Solidarity Wealth, LLC |
2026 Q2 |
7/31/2026 |
| PL Capital Advisors, LLC |
2026 Q2 |
7/31/2026 |
| North Horizon Holdings Inc. |
2026 Q2 |
7/31/2026 |
| TSP Capital Management Group, LLC |
2026 Q2 |
7/31/2026 |
| Wernau Asset Management Inc. |
2026 Q2 |
7/31/2026 |
| DAYMARK WEALTH PARTNERS, LLC |
2026 Q2 |
7/31/2026 |
| True Link Financial Advisors, LLC |
2026 Q2 - RESTATEMENT |
7/31/2026 |
| MIRABELLA FINANCIAL SERVICES LLP |
2026 Q2 |
7/31/2026 |
| Avion Wealth |
2026 Q2 |
7/31/2026 |
| WorthPointe, LLC |
2026 Q2 |
7/31/2026 |
| INTEGRITY ALLIANCE, LLC. |
2026 Q2 |
7/31/2026 |
| MILLER HOWARD INVESTMENTS INC /NY |
2026 Q2 |
7/31/2026 |
| J.P. Marvel Investment Advisors, LLC |
2026 Q2 |
7/31/2026 |
| Power Alpha Investment Ltd |
2026 Q2 |
7/31/2026 |
| Guidance Point Advisors, LLC |
2026 Q2 |
7/31/2026 |
| HUB Investment Partners, LLC |
2026 Q2 |
7/31/2026 |
| Integrity Advisory Solutions, LLC |
2026 Q2 |
7/31/2026 |
| ARGUS INVESTORS' COUNSEL, INC. |
2026 Q2 |
7/31/2026 |
| Belpointe Asset Management LLC |
2026 Q2 |
7/31/2026 |
| Kuhn & Co Investment Counsel |
2026 Q2 |
7/31/2026 |
| Fourth Dimension Wealth, LLC |
2026 Q2 |
7/31/2026 |
| VestGen Investment Management |
2026 Q2 |
7/31/2026 |
| Stirlingshire Investments, Inc. |
2026 Q2 |
7/31/2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC |
2026 Q2 |
7/31/2026 |
| True Link Financial Advisors, LLC |
2026 Q2 |
7/31/2026 |
| PRIVATE MANAGEMENT GROUP INC |
2026 Q2 |
7/31/2026 |
| Lakeside Advisors, INC. |
2026 Q2 |
7/31/2026 |
| Fortis Capital Advisors, LLC |
2026 Q2 |
7/31/2026 |
| B&D White Capital Company, LLC |
2026 Q2 |
7/31/2026 |
| Aspen Private Advisors, LLC |
2026 Q2 |
7/31/2026 |
| Soltis Investment Advisors LLC |
2026 Q2 |
7/31/2026 |
| W ADVISORS, LLC |
2026 Q2 |
7/31/2026 |
| Freestone Capital Holdings, LLC |
2026 Q2 |
7/31/2026 |
| Chung Wu Investment Group, LLC |
2026 Q2 |
7/31/2026 |
| Warwick Investment Management, Inc. |
2026 Q2 |
7/31/2026 |
| Tandem Investment Advisors, Inc. |
2026 Q2 |
7/31/2026 |
| J. Derek Lewis & Associates Inc. |
2026 Q2 |
7/31/2026 |
| Probity Advisors, Inc. |
2026 Q2 |
7/31/2026 |
| Daiwa Securities Group Inc. |
2026 Q2 |
7/31/2026 |
| Three Magnolias Financial Advisors, LLC |
2026 Q2 |
7/31/2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS |
2026 Q2 |
7/31/2026 |
| Schorn Wealth LLC |
2026 Q2 |
7/31/2026 |
| Kerusso Capital Management LLC |
2026 Q2 |
7/31/2026 |
| Badgley Phelps Wealth Managers, LLC |
2026 Q2 |
7/31/2026 |
| Peck Wealth Management, LLC |
2026 Q2 |
7/31/2026 |
| ASSOCIATED BANC-CORP |
2026 Q2 |
7/31/2026 |
| DB&C Advisors, LLC |
2026 Q2 |
7/31/2026 |
| Curative Ventures V LLC |
2026 Q2 |
7/31/2026 |
| Granite Harbor Advisors, Inc. |
2026 Q2 |
7/31/2026 |
| New Republic Capital, LLC |
2026 Q2 |
7/31/2026 |
| BCS Private Wealth Management, Inc. |
2026 Q2 |
7/31/2026 |
| Troy Asset Management Ltd |
2026 Q2 |
7/31/2026 |
| Aberdeen Group plc |
2026 Q2 |
7/31/2026 |
| Code Waechter LLC |
2026 Q2 |
7/31/2026 |
| Brendel Financial Advisors LLC |
2026 Q2 |
7/31/2026 |
| Glassy Mountain Advisors, Inc. |
2026 Q2 |
7/31/2026 |
| Avail Investment Partners, LLC |
2026 Q2 |
7/31/2026 |
| ABBINGTON INVESTMENT GROUP |
2026 Q2 |
7/31/2026 |
| Rossmore Private Capital |
2026 Q2 |
7/31/2026 |
| Napier Financial, LLC |
2026 Q2 |
7/31/2026 |
| Stone Ridge Holdings Group LP |
2026 Q2 |
7/31/2026 |
| ZEGA Investments, LLC |
2026 Q2 |
7/31/2026 |
| Integrated Capital Management, LLC |
2026 Q2 |
7/31/2026 |
| FORMULATE FINANCIAL LLC |
2026 Q2 |
7/31/2026 |
| DEMMING FINANCIAL SERVICES CORP /ADV |
2026 Q2 |
7/31/2026 |
| Calamos Advisors LLC |
2026 Q2 |
7/31/2026 |
| Calamos Wealth Management LLC |
2026 Q2 |
7/31/2026 |
| Impact Investors, Inc |
2026 Q2 |
7/31/2026 |
| Seneca House Advisors |
2026 Q2 |
7/31/2026 |
| Park Square Financial Group, LLC |
2026 Q2 |
7/31/2026 |
| Davies Financial Advisors, Inc. |
2026 Q2 |
7/31/2026 |
| MWA Asset Management |
2026 Q2 |
7/31/2026 |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. |
2026 Q2 |
7/31/2026 |
| MB Generational Wealth, LLC |
2026 Q2 |
7/31/2026 |
| THEORY FINANCIAL LLC |
2026 Q2 |
7/31/2026 |
| WEALTHGARDEN F.S. LLC |
2026 Q2 |
7/31/2026 |
| TOBAM |
2026 Q2 |
7/31/2026 |
| INVESTMENT HOUSE LLC |
2026 Q2 - RESTATEMENT |
7/31/2026 |
| Lansing Management LP |
2026 Q2 |
7/31/2026 |
| Shared Vision Wealth Group LLC |
2026 Q2 |
7/31/2026 |
| Austin Asset Management Co Inc |
2026 Q2 |
7/31/2026 |
| Family Capital Management, Inc. |
2026 Q2 |
7/31/2026 |
| Westview Management dba Westview Investment Advisors |
2026 Q2 |
7/31/2026 |
| Mascagni Wealth Management, Inc. |
2026 Q2 |
7/31/2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ |
2026 Q2 |
7/31/2026 |
| CAHABA WEALTH MANAGEMENT, INC. |
2026 Q2 |
7/31/2026 |
| EADS & HEALD WEALTH MANAGEMENT |
2026 Q2 |
7/31/2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd |
2026 Q2 |
7/31/2026 |
| CENTRAL TRUST Co |
2026 Q2 |
7/31/2026 |
| Legacy Trust |
2026 Q2 |
7/31/2026 |
| Bank of Italy |
2026 Q2 |
7/31/2026 |
| J. Safra Sarasin Holding AG |
2026 Q2 |
7/31/2026 |
| Banque Cantonale Vaudoise |
2026 Q2 |
7/31/2026 |