| SwitchPoint Financial Planning, LLC |
2026 Q1 |
4/29/2026 |
| Demars Financial Group, LLC |
2026 Q1 |
4/29/2026 |
| Integrity Investment Advisors, LLC |
2026 Q1 |
4/29/2026 |
| SAXON INTERESTS, INC. |
2026 Q1 |
4/29/2026 |
| American Wealth Advisors, LLC |
2026 Q1 |
4/29/2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC |
2026 Q1 |
4/29/2026 |
| CVFG LLC |
2026 Q1 |
4/29/2026 |
| Broussard Financial Group LLC |
2026 Q1 |
4/29/2026 |
| AXXCESS WEALTH MANAGEMENT, LLC |
2026 Q1 |
4/29/2026 |
| JERICHO FINANCIAL, LLP |
2026 Q1 |
4/29/2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC |
2026 Q1 |
4/29/2026 |
| Wendel SE |
2026 Q1 |
4/29/2026 |
| MARINO, STRAM & ASSOCIATES LLC |
2026 Q1 |
4/29/2026 |
| CHILDRESS CAPITAL ADVISORS, LLC |
2026 Q1 |
4/29/2026 |
| GOLDEN ROAD ADVISORS LLC |
2026 Q1 |
4/29/2026 |
| Nicholas Hoffman & Company, LLC. |
2026 Q1 |
4/29/2026 |
| MONTAG A & ASSOCIATES INC |
2026 Q1 |
4/29/2026 |
| DUNCKER STREETT & CO INC |
2026 Q1 |
4/29/2026 |
| Flatrock Wealth Partners LLC |
2026 Q1 |
4/29/2026 |
| Frank, Rimerman Advisors LLC |
2026 Q1 |
4/29/2026 |
| BRC-Global BAH Investments Ltd. |
2026 Q1 |
4/29/2026 |
| Stenger Family Office, LLC |
2026 Q1 |
4/29/2026 |
| KDK Private Wealth Management, LLC |
2026 Q1 |
4/29/2026 |
| Mine & Arao Wealth Creation & Management, LLC. |
2026 Q1 |
4/29/2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC |
2026 Q1 |
4/29/2026 |
| PCB Capital LLC |
2026 Q1 |
4/29/2026 |
| Quantum Portfolio Management LLC |
2026 Q1 |
4/29/2026 |
| LTS Liquid Investments LLC |
2026 Q1 |
4/29/2026 |
| Strategic Financial Group, LLC |
2026 Q1 |
4/29/2026 |
| AXIS CAPITAL HOLDINGS LTD |
2026 Q1 |
4/29/2026 |
| SilverOak Wealth Management LLC |
2026 Q1 |
4/29/2026 |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. |
2026 Q1 |
4/29/2026 |
| Warner Group LLC |
2026 Q1 |
4/29/2026 |
| Richmond Investment Services, LLC |
2026 Q1 |
4/29/2026 |
| Prossimo Advisors, LLC |
2026 Q1 |
4/29/2026 |
| FINANCIAL LIFE ADVISORS |
2026 Q1 |
4/29/2026 |
| Rockwood Wealth Management, LLC |
2026 Q1 |
4/29/2026 |
| Penobscot Investment Management Company, Inc. |
2026 Q1 |
4/29/2026 |
| LMCG INVESTMENTS, LLC |
2026 Q1 |
4/29/2026 |
| Impact Investors, Inc |
2026 Q1 |
4/29/2026 |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC |
2025 Q4 |
4/29/2026 |
| SOUTHERN CAPITAL SERVICES INC /ADV |
2026 Q1 |
4/29/2026 |
| Ascent Advisors, LLC |
2026 Q1 |
4/29/2026 |
| CAHABA WEALTH MANAGEMENT, INC. |
2026 Q1 |
4/29/2026 |
| W ADVISORS, LLC |
2026 Q1 |
4/29/2026 |
| DSM CAPITAL PARTNERS LLC |
2026 Q1 |
4/29/2026 |
| Seelaus Asset Management LLC |
2026 Q1 |
4/29/2026 |
| FIRST INTERSTATE BANK |
2026 Q1 |
4/29/2026 |
| STALEY CAPITAL ADVISERS INC |
2026 Q1 |
4/29/2026 |
| Taylor Frigon Capital Management LLC |
2026 Q1 |
4/29/2026 |
| Efficient Advisors, LLC |
2026 Q1 |
4/29/2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND |
2026 Q1 |
4/29/2026 |
| Frankly Finances, LLC |
2026 Q1 |
4/29/2026 |
| Weitzel Financial Services, Inc. |
2026 Q1 |
4/29/2026 |
| IAG Wealth Partners, LLC |
2026 Q1 |
4/29/2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC |
2026 Q1 |
4/29/2026 |
| Shelter Ins Retirement Plan |
2026 Q1 |
4/29/2026 |
| Sageworth Trust Co |
2026 Q1 |
4/29/2026 |
| NICHOLS & PRATT ADVISERS LLP /MA |
2026 Q1 |
4/29/2026 |
| Shelter Mutual Insurance Co |
2026 Q1 |
4/29/2026 |
| Sageworth Trust Co of South Dakota |
2026 Q1 |
4/29/2026 |
| Farmers & Merchants Trust Co of Chambersburg PA |
2026 Q1 - RESTATEMENT |
4/29/2026 |
| BANK OF STOCKTON |
2026 Q1 |
4/29/2026 |
| MIRAE ASSET SECURITIES (USA) INC. |
2026 Q1 |
4/29/2026 |
| Koa Wealth Management, LLC |
2026 Q1 |
4/29/2026 |
| Sagace Wealth Management LLC |
2026 Q1 |
4/29/2026 |
| Clearwave Capital, LLC |
2026 Q1 |
4/29/2026 |
| Cairn Investment Group, Inc. |
2026 Q1 |
4/29/2026 |
| 11.2 Capital Management, LLC |
2026 Q1 |
4/29/2026 |
| FISHMAN JAY A LTD/MI |
2026 Q1 |
4/29/2026 |
| AK GLOBAL ASSET MANAGEMENT, LLC |
2026 Q1 |
4/29/2026 |
| FIDELIS iM, LLC |
2026 Q1 |
4/29/2026 |
| Alliance Wealth Management Group |
2026 Q1 |
4/29/2026 |
| Geneva Partners, LLC |
2026 Q1 |
4/29/2026 |
| West Tower Group, LLC |
2026 Q1 |
4/29/2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC |
2026 Q1 |
4/29/2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC |
2026 Q1 |
4/29/2026 |
| Addison Capital Co |
2026 Q1 |
4/29/2026 |
| Armor Investment Advisors, LLC |
2026 Q1 |
4/29/2026 |
| KERR FINANCIAL PLANNING Corp |
2026 Q1 |
4/29/2026 |
| WealthPLAN Partners, LLC |
2026 Q1 |
4/29/2026 |
| American Capital Advisory, LLC |
2026 Q1 |
4/29/2026 |
| EADS & HEALD WEALTH MANAGEMENT |
2026 Q1 |
4/29/2026 |
| Opulen Financial Group LLC |
2026 Q1 |
4/29/2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC |
2026 Q1 |
4/29/2026 |
| ArborFi Advisors, LLC |
2026 Q1 |
4/29/2026 |
| PATRON PARTNERS, LLC |
2026 Q1 |
4/29/2026 |
| Presper Financial Architects, LLC |
2026 Q1 |
4/29/2026 |
| San Luis Wealth Advisors LLC |
2026 Q1 |
4/29/2026 |
| Tilson Financial Group, Inc. |
2026 Q1 |
4/29/2026 |
| Curative Ventures V LLC |
2026 Q1 |
4/29/2026 |
| Carnegie Lake Advisors LLC |
2026 Q1 |
4/29/2026 |
| FORMULATE FINANCIAL LLC |
2026 Q1 |
4/29/2026 |
| CONNABLE OFFICE INC |
2026 Q1 |
4/29/2026 |
| INVESTED ADVISORS |
2026 Q1 |
4/29/2026 |
| Landmark Wealth Management, LLC |
2026 Q1 |
4/29/2026 |
| Investment Research Partners LLC |
2026 Q1 |
4/29/2026 |
| Latko Wealth Management, Ltd. |
2026 Q1 |
4/29/2026 |
| Proactive Wealth Strategies LLC |
2026 Q1 |
4/29/2026 |
| SIGMA INVESTMENT COUNSELORS INC |
2026 Q1 |
4/29/2026 |