| Aberdeen Group plc |
2026 Q1 |
4/29/2026 |
| LiftPoint Family Wealth Advisors LLC |
2026 Q1 |
4/29/2026 |
| WealthPlan Investment Management, LLC |
2026 Q1 |
4/29/2026 |
| Navalign, LLC |
2026 Q1 |
4/29/2026 |
| Aljian Capital Management, LLC |
2026 Q1 |
4/29/2026 |
| Orin Green Financial, LLC |
2026 Q1 |
4/29/2026 |
| DELTA CAPITAL MANAGEMENT LLC |
2026 Q1 |
4/29/2026 |
| Renasant Bank |
2026 Q1 |
4/29/2026 |
| CFS Investment Advisory Services, LLC |
2026 Q1 |
4/29/2026 |
| Atlas Wealth Partners, LLC |
2026 Q1 |
4/29/2026 |
| Austin Asset Management Co Inc |
2026 Q1 |
4/29/2026 |
| Cordatus Wealth Management LLC |
2026 Q1 |
4/29/2026 |
| Houlihan Financial Resource Group, Ltd. |
2026 Q1 |
4/29/2026 |
| OneAscent Investment Solutions LLC |
2026 Q1 |
4/29/2026 |
| Hughes Financial Services, LLC |
2026 Q1 |
4/29/2026 |
| BRIGHTON SECURITIES CORP. |
2026 Q1 |
4/29/2026 |
| McLaughlin Asset Management, Inc. |
2026 Q1 |
4/29/2026 |
| Nilsine Partners, LLC |
2026 Q1 |
4/29/2026 |
| AG Asset Advisory, LLC |
2026 Q1 |
4/29/2026 |
| BHK Investment Advisors, LLC |
2026 Q1 |
4/29/2026 |
| Police & Firemen's Retirement System of New Jersey |
2026 Q1 |
4/29/2026 |
| Miramar Fiduciary Corp |
2026 Q1 |
4/29/2026 |
| Brooklyn Investment Group |
2026 Q1 |
4/29/2026 |
| SAM Advisors, LLC |
2026 Q1 |
4/29/2026 |
| Sanchez Wealth Management Group |
2026 Q1 |
4/29/2026 |
| SRH ADVISORS, LLC |
2026 Q1 |
4/29/2026 |
| Harbour Capital Advisors, LLC |
2026 Q1 |
4/29/2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD |
2026 Q1 - RESTATEMENT |
4/29/2026 |
| Baer Investment Advisory LLC |
2026 Q1 - RESTATEMENT |
4/29/2026 |
| SPEECE THORSON CAPITAL GROUP INC |
2026 Q1 |
4/29/2026 |
| Family Capital Trust Co |
2026 Q1 - RESTATEMENT |
4/29/2026 |
| WRIGHT INVESTORS SERVICE INC |
2026 Q1 |
4/29/2026 |
| RAELIPSKIE PARTNERSHIP |
2026 Q1 |
4/29/2026 |
| Sunrise Financial Services, LLC |
2026 Q1 |
4/29/2026 |
| TriaGen Wealth Management LLC |
2026 Q1 |
4/29/2026 |
| AM INVESTMENT STRATEGIES LLC |
2026 Q1 |
4/29/2026 |
| Kaydan Wealth Management, Inc. |
2026 Q1 |
4/29/2026 |
| Live Oak Investment Partners |
2026 Q1 |
4/29/2026 |
| Index Technologies Group LLC |
2026 Q1 |
4/29/2026 |
| Birch Hill Investment Advisors LLC |
2026 Q1 |
4/29/2026 |
| WATERS PARKERSON & CO., LLC |
2026 Q1 |
4/29/2026 |
| SALEM INVESTMENT COUNSELORS INC |
2026 Q1 - RESTATEMENT |
4/29/2026 |
| FLOSSBACH VON STORCH SE |
2026 Q1 |
4/29/2026 |
| Steele Capital Management, Inc. |
2026 Q1 |
4/29/2026 |
| True Link Financial Advisors, LLC |
2026 Q1 - RESTATEMENT |
4/29/2026 |
| CVA Family Office, LLC |
2026 Q1 |
4/29/2026 |
| Compass Financial Group, INC/SD |
2026 Q1 |
4/29/2026 |
| Solidarity Wealth, LLC |
2026 Q1 |
4/29/2026 |
| Investment Insight Wealth Management, LLC |
2026 Q1 |
4/29/2026 |
| Wesleyan Assurance Society |
2026 Q1 |
4/29/2026 |
| BLUEFIN CAPITAL MANAGEMENT, LLC |
2025 Q3 |
4/29/2026 |
| BLUEFIN CAPITAL MANAGEMENT, LLC |
2025 Q4 |
4/29/2026 |
| Dilation Capital Management LP |
2026 Q1 |
4/29/2026 |
| Bell Asset Management Ltd |
2026 Q1 |
4/29/2026 |
| Mondrian Investment Partners LTD |
2026 Q1 |
4/29/2026 |
| Envestnet Portfolio Solutions, Inc. |
2026 Q1 |
4/29/2026 |
| True Link Financial Advisors, LLC |
2026 Q1 |
4/29/2026 |
| KLP KAPITALFORVALTNING AS |
2026 Q1 |
4/29/2026 |
| Walker Financial Services, Inc. |
2026 Q1 |
4/29/2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC |
2026 Q1 |
4/29/2026 |
| Hubbell Strickland Wealth Management, LLC |
2026 Q1 |
4/29/2026 |
| THOMA BRAVO, L.P. |
2026 Q1 |
4/29/2026 |
| Strid Group, LLC |
2026 Q1 |
4/29/2026 |
| Oldfield Partners LLP |
2026 Q1 |
4/29/2026 |
| MYCIO WEALTH PARTNERS, LLC |
2026 Q1 |
4/29/2026 |
| Strategic Blueprint, LLC |
2026 Q1 |
4/29/2026 |
| Exane Asset Management |
2026 Q1 |
4/29/2026 |
| INVESTMENT HOUSE LLC |
2026 Q1 |
4/29/2026 |
| H Capital V GP, L.P. |
2026 Q1 |
4/29/2026 |
| CARY STREET PARTNERS FINANCIAL LLC |
2026 Q1 |
4/29/2026 |
| ROBERT WOOD JOHNSON FOUNDATION |
2026 Q1 |
4/29/2026 |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. |
2026 Q1 |
4/29/2026 |
| Odyssey Capital Advisors, Inc. |
2026 Q1 |
4/29/2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC |
2026 Q1 |
4/29/2026 |
| AGMAN CAPITAL LLC |
2026 Q1 |
4/29/2026 |
| Mithaq Capital SPC |
2026 Q1 |
4/29/2026 |
| Downshift Financial, LLC |
2026 Q1 |
4/29/2026 |
| Resonant Capital Advisors, LLC |
2026 Q1 |
4/29/2026 |
| Avory & Company, LLC |
2026 Q1 |
4/29/2026 |
| Swedbank AB |
2026 Q1 |
4/29/2026 |
| Sather Financial Group Inc |
2026 Q1 |
4/29/2026 |
| Clare Market Investments LLC |
2026 Q1 |
4/29/2026 |
| Centerpoint Advisory Group |
2026 Q1 |
4/29/2026 |
| Northwest Wealth Advisors, LLC |
2026 Q1 |
4/29/2026 |
| United Asset Strategies, Inc. |
2026 Q1 |
4/29/2026 |
| Great Hill Capital LLC |
2026 Q1 |
4/29/2026 |
| Global Strategic Investment Solutions, LLC |
2026 Q1 |
4/29/2026 |
| Signet Private Wealth LLC |
2026 Q1 |
4/29/2026 |
| BURNEY CO/ |
2026 Q1 |
4/29/2026 |
| Advance Capital Management, Inc. |
2026 Q1 |
4/29/2026 |
| Montz Harcus Wealth Management LLC |
2026 Q1 |
4/29/2026 |
| Unified Investment Management |
2026 Q1 |
4/29/2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL |
2026 Q1 |
4/29/2026 |
| MEITAV INVESTMENT HOUSE LTD |
2026 Q1 |
4/29/2026 |
| R Squared Ltd |
2026 Q1 |
4/29/2026 |
| LWM Advisory Services, LLC |
2026 Q1 |
4/28/2026 |
| Alberta Investment Management Corp |
2026 Q1 |
4/28/2026 |
| WESPAC Advisors, LLC |
2026 Q1 |
4/28/2026 |
| Blossom Wealth Management |
2026 Q1 |
4/28/2026 |
| BFSG, LLC |
2026 Q1 |
4/28/2026 |