| Bright Futures Wealth Management, LLC. |
2025 Q4 |
2/5/2026 |
| PAX Financial Group, LLC |
2025 Q4 |
2/5/2026 |
| Center for Financial Planning, Inc. |
2025 Q4 |
2/5/2026 |
| Sculati Wealth Management, LLC |
2025 Q4 |
2/5/2026 |
| Petix & Botte Co |
2025 Q4 |
2/5/2026 |
| Wealth Advisors of Iowa, LLC |
2025 Q4 |
2/5/2026 |
| Soltis Investment Advisors LLC |
2025 Q4 |
2/5/2026 |
| Stonebridge Financial Planning Group, LLC |
2025 Q4 |
2/5/2026 |
| HighMark Wealth Management LLC |
2025 Q4 |
2/5/2026 |
| WJ Wealth Management, LLC |
2025 Q4 |
2/5/2026 |
| AMJ Financial Wealth Management |
2025 Q4 |
2/5/2026 |
| SkyOak Wealth, LLC |
2025 Q4 |
2/5/2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC |
2025 Q4 |
2/5/2026 |
| Ranch Capital Advisors Inc. |
2025 Q4 |
2/5/2026 |
| Triton Wealth Management, PLLC |
2025 Q4 |
2/5/2026 |
| Astoria Strategic Wealth, Inc. |
2025 Q4 |
2/5/2026 |
| E Fund Management (Hong Kong) Co., Ltd. |
2025 Q4 |
2/5/2026 |
| Financial Strategies Group, Inc. |
2025 Q4 |
2/5/2026 |
| O'Brien Greene & Co. Inc |
2025 Q4 |
2/5/2026 |
| Western Wealth Management, LLC |
2025 Q4 |
2/5/2026 |
| TLW Wealth Management, LLC |
2025 Q4 |
2/5/2026 |
| Qsemble Capital Management, LP |
2025 Q4 |
2/5/2026 |
| PRUDENT INVESTORS NETWORK, INC. |
2025 Q4 |
2/5/2026 |
| Meridian Financial Partners LLC |
2025 Q4 |
2/5/2026 |
| Evergreen Advisors, LLC |
2025 Q4 |
2/5/2026 |
| Sage Financial Management Group, Inc. |
2025 Q4 |
2/5/2026 |
| Dash Acquisitions Inc. |
2025 Q4 |
2/5/2026 |
| Sherman Asset Management, Inc. |
2025 Q4 |
2/5/2026 |
| USAdvisors Wealth Management, LLC |
2025 Q4 |
2/5/2026 |
| Rossmore Private Capital |
2025 Q4 |
2/5/2026 |
| Paulson Wealth Management Inc. |
2025 Q4 |
2/5/2026 |
| Requisite Capital Management, LLC |
2025 Q4 |
2/5/2026 |
| Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York |
2025 Q4 |
2/5/2026 |
| Rainwater Charitable Foundation |
2025 Q4 |
2/5/2026 |
| Landmark Wealth Management, LLC |
2025 Q4 |
2/5/2026 |
| Castle Rock Wealth Management, LLC |
2025 Q4 |
2/5/2026 |
| Syncona Portfolio Ltd |
2025 Q4 |
2/5/2026 |
| Truxt Investmentos Ltda. |
2025 Q3 - RESTATEMENT |
2/5/2026 |
| Security National Bank |
2025 Q4 |
2/5/2026 |
| AlphaCore Capital LLC |
2025 Q4 |
2/5/2026 |
| Arjuna Capital |
2025 Q4 |
2/5/2026 |
| MONEYWISE, INC. |
2025 Q4 |
2/5/2026 |
| Donoghue Forlines LLC |
2025 Q4 |
2/5/2026 |
| TFO Wealth Partners, LLC |
2025 Q4 |
2/5/2026 |
| United Bank |
2025 Q4 |
2/5/2026 |
| Florin Court Capital LLP |
2025 Q4 |
2/5/2026 |
| AustralianSuper Pty Ltd |
2025 Q4 |
2/5/2026 |
| Armor Investment Advisors, LLC |
2025 Q4 |
2/5/2026 |
| Phoenix Financial Ltd. |
2025 Q4 |
2/5/2026 |
| Simmons Bank |
2025 Q4 |
2/5/2026 |
| Cornerstone Wealth Management, LLC |
2025 Q4 |
2/5/2026 |
| Kinsale Capital Group, Inc. |
2025 Q4 |
2/5/2026 |
| Berkeley Capital Partners, LLC |
2025 Q4 |
2/5/2026 |
| Compass Financial Group, Inc. |
2025 Q4 |
2/5/2026 |
| Integrated Investment Consultants, LLC |
2025 Q4 |
2/5/2026 |
| Grey Ledge Advisors, LLC |
2025 Q4 |
2/5/2026 |
| Wind River Trust Co |
2025 Q4 |
2/5/2026 |
| ANTIPODES PARTNERS Ltd |
2025 Q4 |
2/5/2026 |
| Fund Resources Investment Holding Group Co Ltd |
2025 Q4 |
2/5/2026 |
| MISSION WEALTH MANAGEMENT, LP |
2025 Q4 |
2/5/2026 |
| ISTHMUS PARTNERS, LLC |
2025 Q4 |
2/5/2026 |
| Peak Asset Management, LLC |
2025 Q4 |
2/5/2026 |
| Industrial Alliance Investment Management Inc. |
2025 Q4 |
2/5/2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC |
2025 Q4 |
2/5/2026 |
| Freemont Management S.A. |
2025 Q4 |
2/5/2026 |
| Newport Asia LLC |
2025 Q4 |
2/5/2026 |
| Wakefield Asset Management LLLP |
2025 Q4 |
2/5/2026 |
| Plancorp, LLC |
2025 Q4 |
2/5/2026 |
| Bayshore Capital Advisors, LLC |
2025 Q4 |
2/5/2026 |
| Yelin Lapidot Holdings Management Ltd. |
2025 Q4 |
2/5/2026 |
| Blume Capital Management, Inc. |
2025 Q4 |
2/5/2026 |
| Central Asset Investments & Management Holdings (HK) Ltd |
2025 Q4 |
2/5/2026 |
| Idaho Trust Co |
2025 Q4 |
2/5/2026 |
| Allworth Financial LP |
2025 Q4 |
2/5/2026 |
| Spectrum Strategic Capital Management, LLC |
2025 Q4 |
2/5/2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC |
2025 Q4 |
2/5/2026 |
| TD PRIVATE CLIENT WEALTH LLC |
2025 Q4 |
2/5/2026 |
| Bank Julius Baer & Co. Ltd, Zurich |
2025 Q4 |
2/5/2026 |
| Baader Bank Aktiengesellschaft |
2025 Q4 |
2/5/2026 |
| Atria Investments, Inc |
2025 Q4 |
2/5/2026 |
| Accredited Investors Inc. |
2025 Q4 |
2/5/2026 |
| ACR Alpine Capital Research, LLC |
2025 Q4 |
2/5/2026 |
| Heathbridge Capital Management Ltd. |
2025 Q4 |
2/5/2026 |
| Saratoga Research & Investment Management |
2025 Q4 |
2/5/2026 |
| RiverFront Investment Group, LLC |
2025 Q4 |
2/5/2026 |
| Mesirow Financial Investment Management, Inc. |
2025 Q4 |
2/5/2026 |
| DnB Asset Management AS |
2025 Q4 |
2/5/2026 |
| Convergence Investment Partners, LLC |
2025 Q4 |
2/5/2026 |
| JCSD Capital, LLC |
2025 Q4 |
2/5/2026 |
| Dana Investment Advisors, Inc. |
2025 Q4 |
2/5/2026 |
| Gibson Capital, LLC |
2025 Q4 |
2/5/2026 |
| Plante Moran Financial Advisors, LLC |
2025 Q4 |
2/5/2026 |
| Cambridge Investment Research Advisors, Inc. |
2025 Q4 |
2/5/2026 |
| ALPINE ASSOCIATES MANAGEMENT INC. |
2025 Q4 |
2/5/2026 |
| L & S Advisors Inc |
2025 Q4 |
2/5/2026 |
| NOVARE CAPITAL MANAGEMENT LLC |
2025 Q4 |
2/5/2026 |
| REIK & CO., LLC |
2025 Q4 |
2/5/2026 |
| Evensky & Katz LLC |
2025 Q4 |
2/5/2026 |
| Fulcrum Asset Management LLP |
2025 Q4 - RESTATEMENT |
2/5/2026 |
| PACIFIC HEIGHTS ASSET MANAGEMENT LLC |
2025 Q4 |
2/5/2026 |