| William B. Walkup & Associates, Inc. |
2026 Q2 |
7/30/2026 |
| Ackerman Capital Advisors, LLC |
2026 Q2 |
7/30/2026 |
| Claro Advisors Inc. |
2026 Q2 |
7/30/2026 |
| Pathway Financial Advisers, LLC |
2026 Q2 |
7/30/2026 |
| Cardinal Strategic Wealth Guidance |
2026 Q2 |
7/30/2026 |
| BAYBAN |
2026 Q2 |
7/30/2026 |
| Waterfront Wealth Inc. |
2026 Q2 |
7/30/2026 |
| BlueChip Wealth Advisors LLC |
2026 Q2 |
7/30/2026 |
| Cassia Capital Partners, LLC |
2026 Q2 |
7/30/2026 |
| ALTFEST L J & CO INC |
2026 Q2 |
7/30/2026 |
| Milestone Asset Management Group, LLC |
2026 Q2 |
7/30/2026 |
| Windle Wealth, LLC |
2026 Q2 |
7/30/2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC |
2026 Q2 |
7/30/2026 |
| CONNING INC. |
2026 Q2 |
7/30/2026 |
| South Shore Capital Advisors |
2026 Q2 |
7/30/2026 |
| First Nebraska Trust Co |
2011 Q2 |
7/30/2026 |
| Decker Wealth Management LLC |
2026 Q2 |
7/30/2026 |
| Point Windward Advisors Inc. |
2026 Q2 |
7/30/2026 |
| Crusonia Wealth Advisors LLC |
2026 Q2 |
7/30/2026 |
| Mendel Money Management |
2026 Q2 |
7/30/2026 |
| AGP FRANKLIN, LLC |
2026 Q2 |
7/30/2026 |
| GatePass Capital, LLC |
2026 Q2 |
7/30/2026 |
| INVENIO WEALTH PARTNERS LLC |
2026 Q2 |
7/30/2026 |
| WealthCare Asset Management, LLC |
2026 Q2 |
7/30/2026 |
| KENNEDY INVESTMENT GROUP, INC. |
2026 Q2 |
7/30/2026 |
| LCM Capital Management Inc |
2026 Q2 |
7/30/2026 |
| Buttonwood Financial Group, LLC |
2026 Q2 |
7/30/2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM |
2026 Q2 |
7/30/2026 |
| Weaver Capital Management LLC |
2026 Q2 |
7/30/2026 |
| MCDANIEL TERRY & CO |
2026 Q2 |
7/30/2026 |
| Collier Financial |
2026 Q2 |
7/30/2026 |
| Sterneck Capital Management, LLC |
2026 Q2 |
7/30/2026 |
| FSC Wealth Advisors, LLC |
2026 Q2 |
7/30/2026 |
| O'Domhnaill Enterprises, Inc. |
2026 Q2 |
7/30/2026 |
| Retirement Planning Co of New England, Inc. |
2026 Q2 |
7/30/2026 |
| HAHN CAPITAL MANAGEMENT LLC |
2026 Q2 |
7/30/2026 |
| truNorth Financial Services, Inc. |
2026 Q2 |
7/30/2026 |
| Signature Equity Partners, LLC |
2026 Q2 |
7/30/2026 |
| Forty-three Eighteen Advisors, LLC |
2026 Q2 |
7/30/2026 |
| SUMMIT PARTNERS L P |
2026 Q2 |
7/30/2026 |
| Corus Family Wealth Advisors |
2026 Q2 |
7/30/2026 |
| MITCHELL CAPITAL MANAGEMENT CO |
2026 Q2 |
7/30/2026 |
| Family Capital Trust Co |
2026 Q2 - RESTATEMENT |
7/30/2026 |
| 1834 INVESTMENT ADVISORS CO |
2026 Q2 |
7/30/2026 |
| CPWA, LLC |
2026 Q2 |
7/30/2026 |
| DIAMANT ASSET MANAGEMENT, INC. |
2026 Q2 |
7/30/2026 |
| Glass Jacobson Investment Advisors llc |
2026 Q2 |
7/30/2026 |
| PRENTISS SMITH & CO INC |
2026 Q2 |
7/30/2026 |
| GeoWealth Management, LLC |
2026 Q2 |
7/30/2026 |
| Wealth Advisors of Iowa, LLC |
2026 Q2 |
7/30/2026 |
| HAZLETT, BURT & WATSON, INC. |
2026 Q2 |
7/30/2026 |
| Foundation Wealth Management, LLC |
2026 Q2 |
7/30/2026 |
| Integrity Wealth Solutions LLC |
2026 Q2 |
7/30/2026 |
| Brentview Investment Management LLC |
2026 Q2 |
7/30/2026 |
| Asset Dedication, LLC |
2026 Q2 |
7/30/2026 |
| Laurel Wealth Planning LLC |
2026 Q2 |
7/30/2026 |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC |
2026 Q2 |
7/30/2026 |
| Silphium Asset Management Ltd |
2026 Q2 |
7/30/2026 |
| Trust Co of Tennessee |
2026 Q2 |
7/30/2026 |
| REAVES W H & CO INC |
2026 Q2 |
7/30/2026 |
| Purkiss Capital Advisors LLC |
2026 Q2 |
7/30/2026 |
| UNITED BANK |
2026 Q2 |
7/30/2026 |
| MPS Loria Financial Planners, LLC |
2026 Q2 |
7/30/2026 |
| Ruffer LLP |
2026 Q2 |
7/30/2026 |
| CAP Partners, LLC |
2026 Q2 |
7/30/2026 |
| Zinnia Wealth Advisory, LLC |
2026 Q2 |
7/30/2026 |
| ASSETMARK, INC |
2026 Q2 |
7/30/2026 |
| Ascentis Wealth Management, LLC |
2026 Q2 - RESTATEMENT |
7/30/2026 |
| BCI SECURITIES, INC. |
2026 Q2 |
7/30/2026 |
| Bulltick Wealth Management, LLC |
2026 Q2 |
7/30/2026 |
| Quadrant Private Wealth Management, LLC |
2026 Q2 |
7/30/2026 |
| HOURGLASS CAPITAL, LLC |
2026 Q2 - RESTATEMENT |
7/30/2026 |
| ROGCO, LP |
2026 Q2 |
7/30/2026 |
| SkyOak Wealth, LLC |
2026 Q2 |
7/30/2026 |
| Ascentis Independent Advisors |
2026 Q2 |
7/30/2026 |
| PINKERTON WEALTH, LLC |
2026 Q2 |
7/30/2026 |
| GHE, LLC |
2026 Q2 |
7/30/2026 |
| KICKSTAND VENTURES, LLC. |
2026 Q2 |
7/30/2026 |
| TOKIO MARINE ASSET MANAGEMENT CO LTD |
2026 Q2 |
7/30/2026 |
| LEGACY FINANCIAL GROUP, INC. |
2026 Q2 |
7/30/2026 |
| Local Pensions Partnership Investment Ltd |
2026 Q2 |
7/30/2026 |
| Pinnacle Financial Group, LLC / IL |
2026 Q2 |
7/30/2026 |
| Cedrus Wealth Group LLC |
2026 Q2 |
7/30/2026 |
| Tuttle Capital Management, LLC |
2026 Q2 |
7/30/2026 |
| Banque Transatlantique SA |
2026 Q2 |
7/30/2026 |
| Left Brain Wealth Management, LLC |
2026 Q2 |
7/30/2026 |
| FIRST NATIONAL TRUST CO |
2026 Q2 |
7/30/2026 |
| RETIREMENT GUYS FORMULA LLC |
2026 Q2 |
7/30/2026 |
| Lunt Capital Management, Inc. |
2026 Q2 |
7/30/2026 |
| Carter Financial Group, INC. |
2026 Q2 |
7/30/2026 |
| Acorn Wealth Advisors, LLC |
2026 Q2 |
7/30/2026 |
| Pictet Asset Management Holding SA |
2026 Q2 |
7/30/2026 |
| Clarity Retirement & Wealth, LLC |
2026 Q2 |
7/30/2026 |
| Great Lakes Retirement, Inc. |
2026 Q2 |
7/30/2026 |
| LECAP ASSET MANAGEMENT LTD |
2026 Q2 |
7/30/2026 |
| CWS Financial Advisors, LLC |
2026 Q2 |
7/30/2026 |
| DOCK STREET ASSET MANAGEMENT INC |
2026 Q2 |
7/30/2026 |
| PSG Equity L.L.C. |
2026 Q2 |
7/30/2026 |
| Glass Wealth Management Co LLC |
2026 Q2 |
7/30/2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA |
2026 Q2 |
7/30/2026 |