| Centerpoint Advisory Group |
2025 Q4 |
2/3/2026 |
| Jordan Park Trust Co LLC |
2025 Q4 |
2/3/2026 |
| Asset Planning,Inc |
2025 Q4 |
2/3/2026 |
| Grange Capital, LLC |
2025 Q4 |
2/3/2026 |
| Generali Asset Management SPA SGR |
2025 Q4 |
2/3/2026 |
| Legacy Wealth Managment, LLC/ID |
2025 Q4 |
2/3/2026 |
| Golden Bell Financial Planning LLC |
2025 Q4 |
2/3/2026 |
| FORONJY FINANCIAL LLC |
2025 Q4 |
2/3/2026 |
| S-Bank Fund Management Ltd |
2025 Q4 |
2/3/2026 |
| Drucker Wealth 3.0, LLC |
2025 Q4 |
2/3/2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC |
2025 Q4 |
2/3/2026 |
| Summerhill Capital Management lnc. |
2025 Q4 |
2/3/2026 |
| Ridgeline Wealth Planning, LLC |
2025 Q4 |
2/3/2026 |
| Pilgrim Partners Asia Pte Ltd |
2025 Q4 |
2/3/2026 |
| Climber Capital SA |
2025 Q4 |
2/3/2026 |
| Encompass More Asset Management |
2025 Q4 |
2/3/2026 |
| Morton Capital Management LLC/CA |
2025 Q4 |
2/3/2026 |
| NBZ Investment Advisors LLC |
2025 Q4 |
2/3/2026 |
| CGC Financial Services, LLC |
2025 Q4 |
2/3/2026 |
| LJI Wealth Management, LLC |
2025 Q4 |
2/3/2026 |
| CHANNEL WEALTH LLC |
2025 Q4 |
2/3/2026 |
| Buck Wealth Strategies, LLC |
2025 Q4 |
2/3/2026 |
| BURR FINANCIAL SERVICES, LLC |
2025 Q4 |
2/3/2026 |
| Parker Financial LLC |
2025 Q4 |
2/3/2026 |
| Marmo Financial Group, LLC |
2025 Q4 |
2/3/2026 |
| Arcadia Wealth Management, LLC |
2025 Q4 |
2/3/2026 |
| Allegiance Financial Group Advisory Services LLC |
2025 Q4 |
2/3/2026 |
| Redwood Wealth Management Group, LLC |
2025 Q4 |
2/3/2026 |
| Cassaday & Co Wealth Management LLC |
2025 Q4 |
2/3/2026 |
| Nordwand Advisors, LLC |
2025 Q4 |
2/3/2026 |
| Gallacher Capital Management LLC |
2025 Q4 |
2/3/2026 |
| Cresta Advisors, Ltd. |
2025 Q4 |
2/3/2026 |
| Coston, McIsaac & Partners |
2025 Q4 |
2/3/2026 |
| Plan Group Financial, LLC |
2025 Q4 |
2/3/2026 |
| AMARA FINANCIAL, LLC. |
2025 Q4 |
2/3/2026 |
| Strengthening Families & Communities, LLC |
2025 Q4 |
2/3/2026 |
| ASR Vermogensbeheer N.V. |
2025 Q4 |
2/3/2026 |
| WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD |
2025 Q4 |
2/3/2026 |
| Virtus Family Office LLC |
2025 Q4 |
2/3/2026 |
| Vantage Financial Partners, LLC |
2025 Q4 |
2/3/2026 |
| PRIMORIS WEALTH ADVISORS, LLC |
2025 Q4 |
2/3/2026 |
| Enhancing Capital LLC |
2025 Q4 |
2/3/2026 |
| SFG Wealth Management, LLC. |
2025 Q4 |
2/3/2026 |
| Silver Oak Advisory Group, Inc. |
2025 Q4 |
2/3/2026 |
| Stiles Financial Services Inc |
2025 Q4 |
2/3/2026 |
| Highlander Partners, L.P. |
2025 Q4 |
2/3/2026 |
| Washington Trust Advisors, Inc. |
2025 Q4 |
2/3/2026 |
| Maytree Asset Management Ltd |
2025 Q4 |
2/3/2026 |
| Dean, Jacobson Financial Services, LLC |
2025 Q4 |
2/3/2026 |
| Heartland Bank & Trust Co |
2025 Q4 |
2/3/2026 |
| PSG Equity L.L.C. |
2025 Q4 |
2/3/2026 |
| NewEdge Wealth, LLC |
2025 Q4 |
2/3/2026 |
| SBI Securities Co., Ltd. |
2025 Q4 |
2/3/2026 |
| Weitzel Financial Services, Inc. |
2025 Q4 |
2/3/2026 |
| Orion Capital Management LLC |
2025 Q4 |
2/3/2026 |
| SummerHaven Investment Management, LLC |
2025 Q4 |
2/3/2026 |
| OAK FAMILY ADVISORS, LLC |
2025 Q4 |
2/3/2026 |
| Privium Fund Management (UK) Ltd |
2025 Q4 |
2/3/2026 |
| Destiny Wealth Partners, LLC |
2025 Q4 |
2/3/2026 |
| Alta Wealth Advisors LLC |
2025 Q4 |
2/3/2026 |
| McCarthy Asset Management, Inc. |
2025 Q4 |
2/3/2026 |
| MMA ASSET MANAGEMENT LLC |
2025 Q4 |
2/3/2026 |
| Falcon Wealth Planning |
2025 Q4 |
2/3/2026 |
| Maxi Investments CY Ltd |
2025 Q4 |
2/3/2026 |
| EWA, LLC |
2025 Q4 |
2/3/2026 |
| F/m Investments LLC |
2025 Q4 |
2/3/2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC |
2025 Q4 |
2/3/2026 |
| Triton Financial Group Inc |
2025 Q4 |
2/3/2026 |
| Sowa Financial Group, Inc. |
2025 Q4 |
2/3/2026 |
| Juniper Hill Capital Management LP |
2025 Q4 |
2/3/2026 |
| BALLAST ADVISORS LLC |
2025 Q4 |
2/3/2026 |
| Indie Asset Partners, LLC |
2025 Q4 |
2/3/2026 |
| Apeiron RIA LLC |
2025 Q4 |
2/3/2026 |
| Sound Financial Strategies Group, LLC |
2025 Q4 |
2/3/2026 |
| Birch Capital Management, LLC |
2025 Q4 |
2/3/2026 |
| Detalus Advisors, LLC |
2025 Q4 |
2/3/2026 |
| Privium Fund Management B.V. |
2025 Q4 |
2/3/2026 |
| Tranquility Partners, LLC |
2025 Q4 |
2/3/2026 |
| Ethic Inc. |
2025 Q4 |
2/3/2026 |
| American Financial Advisors, LLC |
2025 Q4 |
2/3/2026 |
| Palmer Knight Co |
2025 Q4 |
2/3/2026 |
| MA Private Wealth |
2025 Q4 |
2/3/2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC |
2025 Q4 |
2/3/2026 |
| Costello Asset Management, INC |
2025 Q4 |
2/3/2026 |
| Black Diamond Financial, LLC |
2025 Q4 |
2/3/2026 |
| Curative Ventures V LLC |
2025 Q4 |
2/3/2026 |
| Vectors Research Management, LLC |
2025 Q4 |
2/3/2026 |
| Boothe Investment Group, Inc. |
2025 Q4 |
2/3/2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC |
2024 Q1 - RESTATEMENT |
2/3/2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC |
2024 Q2 - RESTATEMENT |
2/3/2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC |
2024 Q3 - RESTATEMENT |
2/3/2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC |
2024 Q4 - RESTATEMENT |
2/3/2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC |
2025 Q2 - RESTATEMENT |
2/3/2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC |
2025 Q1 - RESTATEMENT |
2/3/2026 |
| D.B. Root & Company, LLC |
2025 Q4 |
2/3/2026 |
| MGO ONE SEVEN LLC |
2025 Q4 |
2/3/2026 |
| Financial Partners Group, Inc |
2025 Q4 |
2/3/2026 |
| Luken Investment Analytics, LLC |
2025 Q4 |
2/3/2026 |
| Ballast, Inc. |
2025 Q4 |
2/3/2026 |
| Chesapeake Wealth Management |
2025 Q4 |
2/3/2026 |