| FINANCIAL LIFE ADVISORS |
2026 Q3 |
10/14/2026 |
| MAINSAIL ASSET MANAGEMENT, LLC |
2026 Q3 |
10/14/2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
2026 Q3 |
10/14/2026 |
| ERSTE TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH S.A. |
2026 Q1 |
10/14/2026 |
| Pachira Investments Inc. |
2026 Q3 |
10/14/2026 |
| Harrington Investments, INC |
2026 Q3 |
10/14/2026 |
| Meridian Financial Advisors, LLC |
2026 Q3 |
10/14/2026 |
| Meredith Wealth Planning |
2026 Q3 |
10/14/2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. |
2026 Q3 |
10/14/2026 |
| Schorn Wealth LLC |
2026 Q3 |
10/14/2026 |
| Heirloom Wealth Management |
2026 Q3 |
10/14/2026 |
| Main Line Retirement Advisors, LLC |
2026 Q3 |
10/14/2026 |
| Cherry Creek Investment Advisors, Inc. |
2026 Q3 |
10/14/2026 |
| Lord & Richards Wealth Management, LLC |
2026 Q3 |
10/14/2026 |
| Western Reserve Capital Management, LLC |
2026 Q3 |
10/14/2026 |
| Schear Investment Advisers, LLC |
2026 Q3 |
10/14/2026 |
| Clarity Asset Management, Inc. |
2026 Q3 |
10/14/2026 |
| ORRSTOWN FINANCIAL SERVICES INC |
2026 Q3 |
10/14/2026 |
| Tepp RIA, LLC |
2026 Q3 |
10/14/2026 |
| ENTREWEALTH, LLC |
2026 Q3 |
10/14/2026 |
| Tempo Wealth, LLC |
2026 Q3 |
10/14/2026 |
| Quantum Financial Planning Services, Inc. |
2026 Q3 |
10/14/2026 |
| BDFS Capital LLC |
2026 Q3 |
10/14/2026 |
| TME FINANCIAL, INC. |
2026 Q3 |
10/14/2026 |
| Hilltop National Bank |
2026 Q3 |
10/14/2026 |
| IFS Advisors, LLC |
2026 Q3 |
10/14/2026 |
| R.H. Dinel Investment Counsel, Inc. |
2026 Q3 |
10/14/2026 |
| Granite Group Advisors, LLC |
2026 Q3 |
10/14/2026 |
| DAVENPORT & Co LLC |
2026 Q3 |
10/14/2026 |
| Beau Ventures, LLc |
2025 Q4 |
10/14/2026 |
| Meritas Wealth Management, LLC |
2026 Q3 |
10/14/2026 |
| Redhawk Wealth Advisors, Inc. |
2026 Q3 |
10/14/2026 |
| Nvest Wealth Strategies, Inc. |
2026 Q3 |
10/14/2026 |
| FinArc Investments, Inc. |
2026 Q3 |
10/14/2026 |
| HighRoad Wealth Advisors, LLC |
2026 Q3 |
10/14/2026 |
| Vavra Capital Management, LLC |
2026 Q3 |
10/14/2026 |
| Diesslin Group, Inc. |
2026 Q3 |
10/14/2026 |
| Shaker Financial Services, LLC |
2026 Q3 |
10/14/2026 |
| Wealth Forward, LLC |
2026 Q3 |
10/14/2026 |
| Waycross Investment Management Co |
2026 Q3 |
10/14/2026 |
| WestHill Financial Advisors, Inc. |
2026 Q3 |
10/14/2026 |
| MinichMacGregor Wealth Management, LLC |
2026 Q3 |
10/14/2026 |
| Koa Wealth Management, LLC |
2026 Q3 |
10/14/2026 |
| Guardian Wealth Management, LLC |
2026 Q3 |
10/14/2026 |
| 6th Street Advisors, LLC |
2026 Q3 |
10/14/2026 |
| Generate Investment Management Ltd |
2026 Q3 |
10/14/2026 |
| Israel Discount Bank of New York |
2026 Q3 |
10/14/2026 |
| FIRETHORN WEALTH PARTNERS, LLC |
2026 Q3 |
10/14/2026 |
| Shore Point Advisors, LLC |
2026 Q3 |
10/14/2026 |
| Silchester International Investors LLP |
2026 Q3 |
10/14/2026 |
| Henry James International Management Inc. |
2026 Q3 |
10/14/2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. |
2026 Q3 |
10/14/2026 |
| Nicollet Investment Management, Inc. |
2026 Q3 |
10/14/2026 |
| Glencore plc |
2026 Q3 |
10/14/2026 |
| Navigate Wealth Management, LLC |
2026 Q3 |
10/14/2026 |
| Aspen Wealth Management LLC |
2026 Q3 |
10/14/2026 |
| ABLE Financial Group, LLC |
2026 Q3 |
10/14/2026 |
| M Wealth Management, LLC |
2026 Q3 |
10/14/2026 |
| Beau Ventures, LLc |
2026 Q2 |
10/14/2026 |
| Realta Investment Advisors |
2026 Q3 |
10/14/2026 |
| A. D. Beadell Investment Counsel, Inc. |
2026 Q3 |
10/14/2026 |
| TriaGen Wealth Management LLC |
2026 Q3 |
10/14/2026 |
| Beau Ventures, LLc |
2026 Q1 |
10/14/2026 |
| N10 ASSETS, LLC |
2026 Q3 |
10/14/2026 |
| ADIRONDACK TRUST CO |
2026 Q3 |
10/14/2026 |
| Investment Planning Advisors, Inc. |
2026 Q3 |
10/14/2026 |
| Consilium Wealth Advisory, LLC |
2026 Q3 |
10/14/2026 |
| Beau Ventures, LLc |
2026 Q3 |
10/14/2026 |
| Fairfield Financial Advisors, LTD |
2026 Q3 |
10/14/2026 |
| N10 WEALTH, LLC |
2026 Q3 |
10/14/2026 |
| Three Magnolias Financial Advisors, LLC |
2026 Q3 |
10/14/2026 |
| Lodestone Wealth Management LLC |
2026 Q3 |
10/14/2026 |
| New Perspectives, Inc |
2026 Q3 |
10/14/2026 |
| Essential Partners LLC |
2026 Q3 |
10/14/2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC |
2026 Q3 |
10/14/2026 |
| Seelaus Asset Management LLC |
2026 Q3 |
10/14/2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. |
2026 Q3 |
10/14/2026 |
| HERITAGE OAK WEALTH ADVISORS LLC |
2026 Q3 |
10/14/2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY |
2026 Q3 |
10/14/2026 |
| Sendero Wealth Management, LLC |
2026 Q3 |
10/14/2026 |
| Disciplined Equity Management, Inc. |
2026 Q3 |
10/14/2026 |
| Ridgeline Wealth, LLC |
2026 Q3 |
10/14/2026 |
| Banque de Luxembourg S.A. |
2026 Q3 |
10/14/2026 |
| Farmers & Merchants Trust Co of Chambersburg PA |
2026 Q3 |
10/14/2026 |
| Catherine Avery Investment Management LLC |
2026 Q3 |
10/14/2026 |
| Nordflint Capital Partners Fondsmaeglerselskab A/S |
2026 Q3 |
10/14/2026 |
| Beacon Financial Strategies CORP |
2026 Q3 |
10/14/2026 |
| Discipline Wealth Solutions, LLC |
2026 Q3 |
10/14/2026 |
| KEATING INVESTMENT COUNSELORS INC |
2026 Q3 |
10/14/2026 |
| Hartmann Taylor Wealth Management, LLC |
2026 Q3 |
10/14/2026 |
| WORLD EQUITY GROUP, INC. |
2026 Q3 |
10/14/2026 |
| Ballentine Capital Advisors, Inc |
2026 Q3 |
10/14/2026 |
| ENZI WEALTH |
2026 Q3 |
10/14/2026 |
| Heck Capital Advisors, LLC |
2026 Q3 |
10/14/2026 |
| Lotus Asset Management LLC |
2026 Q3 |
10/14/2026 |
| Cannon Advisors, Inc. |
2026 Q3 |
10/14/2026 |
| APS Management Group, Inc. |
2026 Q3 |
10/14/2026 |
| TCP Asset Management, LLC |
2026 Q3 |
10/14/2026 |
| August Group Capital Ltd |
2026 Q3 |
10/14/2026 |
| AAFMAA Wealth Management & Trust LLC |
2026 Q3 |
10/14/2026 |