| Ridgepath Capital Management LLC |
2025 Q4 |
2/4/2026 |
| First National Advisers, LLC |
2025 Q4 |
2/4/2026 |
| ESG Planning DBA Harper Investing |
2025 Q4 |
2/4/2026 |
| Gray Private Wealth, LLC |
2025 Q4 |
2/4/2026 |
| CATALYST FINANCIAL PARTNERS LLC |
2025 Q4 |
2/4/2026 |
| Objective Capital Management, LLC |
2025 Q4 |
2/4/2026 |
| Fairway Financial, LLC |
2025 Q4 |
2/4/2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / |
2025 Q4 |
2/4/2026 |
| Summit Investment Advisory Services, LLC |
2025 Q4 |
2/4/2026 |
| Settian Capital LP |
2025 Q4 |
2/4/2026 |
| Frontier Asset Management, LLC |
2025 Q4 |
2/4/2026 |
| Western Pacific Wealth Management, LP |
2025 Q4 |
2/4/2026 |
| Midwest Heritage Bank, FSB |
2025 Q4 |
2/4/2026 |
| Anson Capital, Inc. |
2025 Q4 |
2/4/2026 |
| Buttonwood Financial Advisors Inc. |
2025 Q4 |
2/4/2026 |
| Austin Asset Management Co Inc |
2025 Q4 |
2/4/2026 |
| Ameritas Advisory Services, LLC |
2025 Q4 |
2/4/2026 |
| WIN ADVISORS, INC |
2025 Q4 |
2/4/2026 |
| Corus Family Wealth Advisors |
2025 Q4 |
2/4/2026 |
| Rollins Financial Advisors, LLC |
2025 Q4 |
2/4/2026 |
| STRATEGIC PLANNING GROUP, LLC |
2025 Q4 |
2/4/2026 |
| WealthTrust Asset Management, LLC |
2025 Q4 |
2/4/2026 |
| Invst, LLC |
2025 Q3 |
2/4/2026 |
| Twin Lakes Capital Management, LLC |
2025 Q4 |
2/4/2026 |
| Colonial River Investments, LLC |
2025 Q4 |
2/4/2026 |
| Flagship Private Wealth, LLC |
2025 Q4 |
2/4/2026 |
| Proem Advisors LLC |
2025 Q4 |
2/4/2026 |
| Arena Capital Advisors, LLC- CA |
2025 Q4 |
2/4/2026 |
| One Day In July LLC |
2025 Q4 |
2/4/2026 |
| Rockbridge Investment Management, LCC |
2025 Q4 |
2/4/2026 |
| Horizon Wealth Management, LLC |
2025 Q4 |
2/4/2026 |
| Dynamic Wealth Strategies, LLC |
2025 Q4 |
2/4/2026 |
| Argos Wealth Advisors, LLC |
2025 Q4 |
2/4/2026 |
| Delta Accumulation, LLC |
2025 Q4 |
2/4/2026 |
| American Institute for Advanced Investment Management, LLP |
2025 Q4 |
2/4/2026 |
| swisspartners Advisors Ltd |
2025 Q4 |
2/4/2026 |
| Shade Tree Advisors LLC |
2025 Q4 |
2/4/2026 |
| MADDEN SECURITIES Corp |
2025 Q4 |
2/4/2026 |
| BEAM WEALTH ADVISORS, INC. |
2025 Q4 |
2/4/2026 |
| Fusion Capital, LLC |
2025 Q4 |
2/4/2026 |
| One Wealth Map LLC |
2025 Q4 |
2/4/2026 |
| JSF Financial, LLC |
2025 Q4 |
2/4/2026 |
| Bridgewealth Advisory Group, LLC |
2025 Q4 |
2/4/2026 |
| TSFG, LLC |
2025 Q4 |
2/4/2026 |
| PETERSON WEALTH MANAGEMENT |
2025 Q4 |
2/4/2026 |
| NAN FUNG TRINITY (HK) Ltd |
2025 Q4 |
2/4/2026 |
| LIBERTY WEALTH MANAGEMENT LLC |
2025 Q4 |
2/4/2026 |
| TLS Advisors LLC |
2025 Q4 |
2/4/2026 |
| Trek Financial, LLC |
2025 Q4 |
2/4/2026 |
| Knuff & Co LLC |
2025 Q4 |
2/4/2026 |
| Global Wealth Management Investment Advisory, Inc. |
2025 Q4 |
2/4/2026 |
| Advisor OS, LLC |
2025 Q4 |
2/4/2026 |
| FORTEM FINANCIAL GROUP, LLC |
2025 Q4 |
2/4/2026 |
| MONECO ADVISORS, LLC |
2025 Q4 |
2/4/2026 |
| Concentrum Wealth Management |
2025 Q4 |
2/4/2026 |
| Centric Wealth Management |
2025 Q4 |
2/4/2026 |
| Chapman Investment Management, LLC |
2025 Q4 |
2/4/2026 |
| Brio Consultants, LLC |
2025 Q4 |
2/4/2026 |
| Altman Advisors, Inc. |
2025 Q4 |
2/4/2026 |
| Biltmore Family Office, LLC |
2025 Q4 |
2/4/2026 |
| Legacy Financial Advisors, Inc. |
2025 Q4 |
2/4/2026 |
| Rinkey Investments |
2025 Q4 |
2/4/2026 |
| Aubrey Capital Management Ltd |
2025 Q4 |
2/4/2026 |
| Strategic Family Wealth Counselors, L.L.C. |
2025 Q4 |
2/4/2026 |
| Garrett Wealth Advisory Group, LLC |
2025 Q4 |
2/4/2026 |
| Valeo Financial Advisors, LLC |
2025 Q4 |
2/4/2026 |
| Leicht Financial Planning & Wealth Management, Inc. |
2025 Q4 |
2/4/2026 |
| Gallatin Point Capital LLC |
2025 Q4 |
2/4/2026 |
| Family Legacy, Inc. |
2025 Q4 |
2/4/2026 |
| Seelaus Asset Management LLC |
2025 Q4 |
2/4/2026 |
| Bryn Mawr Trust Advisors, LLC |
2025 Q4 |
2/4/2026 |
| E-L Financial Corp Ltd |
2025 Q4 |
2/4/2026 |
| Sanchez Wealth Management Group |
2025 Q4 |
2/4/2026 |
| PIER 88 INVESTMENT PARTNERS LLC |
2025 Q4 |
2/4/2026 |
| Meridian Wealth Management, LLC |
2025 Q4 |
2/4/2026 |
| Independent Advisor Alliance |
2025 Q4 |
2/4/2026 |
| Fusion Family Wealth, LLC |
2025 Q4 |
2/4/2026 |
| Mascoma Wealth Management LLC |
2025 Q4 |
2/4/2026 |
| ELCO Management Co., LLC |
2025 Q4 |
2/4/2026 |
| Sloy Dahl & Holst, LLC |
2025 Q4 |
2/4/2026 |
| Mirabaud Asset Management Ltd |
2025 Q4 |
2/4/2026 |
| NWAM LLC |
2025 Q4 |
2/4/2026 |
| NWAM LLC |
2025 Q2 - RESTATEMENT |
2/4/2026 |
| NWAM LLC |
2025 Q3 - RESTATEMENT |
2/4/2026 |
| World Investment Advisors |
2025 Q4 |
2/4/2026 |
| Versor Investments LP |
2025 Q4 |
2/4/2026 |
| Hosking Partners LLP |
2025 Q4 |
2/4/2026 |
| D'Orazio & Associates, Inc. |
2025 Q4 |
2/4/2026 |
| TradeLink Capital LLC |
2025 Q4 |
2/4/2026 |
| Empire Life Investments Inc. |
2025 Q4 |
2/4/2026 |
| Swiss Life Asset Management Ltd |
2025 Q4 |
2/4/2026 |
| Community Bank, N.A. |
2025 Q4 |
2/4/2026 |
| SVB WEALTH LLC |
2025 Q4 |
2/4/2026 |
| C WorldWide Group Holding A/S |
2025 Q4 |
2/4/2026 |
| DAG Ventures, LLC |
2025 Q4 |
2/4/2026 |
| Long Road Investment Counsel, LLC |
2025 Q4 |
2/4/2026 |
| Pacer Advisors, Inc. |
2025 Q4 |
2/4/2026 |
| HighPoint Advisor Group LLC |
2025 Q4 |
2/4/2026 |
| Hikari Power Ltd |
2025 Q4 |
2/4/2026 |
| Shoker Investment Counsel, Inc. |
2025 Q4 |
2/4/2026 |