| Verisail Partners, LLC |
2025 Q4 |
1/29/2026 |
| Gray Foundation |
2025 Q4 |
1/29/2026 |
| OMNI 360 Wealth, Inc. |
2025 Q4 |
1/29/2026 |
| Quadcap Wealth Management, LLC |
2025 Q4 |
1/29/2026 |
| Rakuten Securities, Inc. |
2025 Q4 |
1/29/2026 |
| Advantage Trust Co |
2025 Q4 |
1/29/2026 |
| Traction Financial Partners, LLC |
2025 Q4 |
1/29/2026 |
| BKM Wealth Management, LLC |
2025 Q4 |
1/29/2026 |
| Concurrent Investment Advisors, LLC |
2025 Q4 |
1/29/2026 |
| KICKSTAND VENTURES, LLC. |
2025 Q4 |
1/29/2026 |
| Wheelhouse Advisory Group LLC |
2025 Q4 |
1/29/2026 |
| Equita Financial Network, Inc. |
2025 Q4 |
1/29/2026 |
| Pictet Asset Management Holding SA |
2025 Q4 |
1/29/2026 |
| HOGE FINANCIAL SERVICES, LLC |
2025 Q4 |
1/29/2026 |
| Dupree Financial Group, LLC |
2025 Q4 |
1/29/2026 |
| LAZARI CAPITAL MANAGEMENT, INC. |
2025 Q4 - RESTATEMENT |
1/29/2026 |
| Rockwood Wealth Management, LLC |
2025 Q4 |
1/29/2026 |
| New Hampshire Trust |
2025 Q4 |
1/29/2026 |
| Dunhill Financial, LLC |
2025 Q4 |
1/29/2026 |
| Higgins & Schmidt Wealth Strategies LLC |
2025 Q4 |
1/29/2026 |
| DecisionPoint Financial, LLC |
2025 Q4 |
1/29/2026 |
| Comprehensive Financial Consultants Institutional, Inc. |
2025 Q4 |
1/29/2026 |
| Retirement Solution LLC |
2025 Q4 |
1/29/2026 |
| Quent Capital, LLC |
2025 Q4 |
1/29/2026 |
| BLODGETT WEALTH ADVISORS, LLC |
2025 Q4 |
1/29/2026 |
| Scissortail Wealth Management, LLC |
2025 Q4 |
1/29/2026 |
| Solidarity Wealth, LLC |
2025 Q4 |
1/29/2026 |
| China Universal Asset Management Co., Ltd. |
2025 Q4 |
1/29/2026 |
| MWA Asset Management |
2025 Q4 |
1/29/2026 |
| Carmel Capital Partners, LLC |
2025 Q4 |
1/29/2026 |
| Kercheville Advisors, LLC |
2025 Q4 |
1/29/2026 |
| FWG Holdings, LLC |
2025 Q4 |
1/29/2026 |
| LCM Capital Management Inc |
2025 Q4 |
1/29/2026 |
| True Link Financial Advisors, LLC |
2025 Q4 |
1/29/2026 |
| Golden State Equity Partners |
2025 Q4 |
1/29/2026 |
| RMG Wealth Management LLC |
2025 Q4 |
1/29/2026 |
| Brown Financial Advisory |
2025 Q4 |
1/29/2026 |
| TKG Advisors, LLC |
2025 Q4 |
1/29/2026 |
| Roth Financial Partners LLC |
2025 Q4 |
1/29/2026 |
| 4Thought Financial Group Inc. |
2025 Q4 |
1/29/2026 |
| Navigation Wealth Management, Inc. |
2025 Q4 |
1/29/2026 |
| Prospect Hill Management, LLC |
2025 Q4 |
1/29/2026 |
| Live Oak Investment Partners |
2025 Q4 |
1/29/2026 |
| Hestia Capital Management, LLC |
2025 Q4 |
1/29/2026 |
| Concord Wealth Partners |
2025 Q4 |
1/29/2026 |
| Veracity Capital LLC |
2025 Q4 |
1/29/2026 |
| RMR Wealth Builders |
2025 Q4 |
1/29/2026 |
| Aprio Wealth Management, LLC |
2025 Q4 |
1/29/2026 |
| Resonant Capital Advisors, LLC |
2025 Q4 |
1/29/2026 |
| MATTERN CAPITAL MANAGEMENT, LLC |
2025 Q4 |
1/29/2026 |
| Avalon Advisory Group |
2025 Q4 |
1/29/2026 |
| S.A. Mason LLC |
2025 Q4 |
1/29/2026 |
| Horizon Advisory Services, Inc. |
2025 Q4 |
1/29/2026 |
| Physician Wealth Advisors, Inc. |
2025 Q4 |
1/29/2026 |
| Spider Management Company, LLC |
2025 Q4 |
1/29/2026 |
| TBH Global Asset Management, LLC |
2025 Q4 |
1/29/2026 |
| WT Asset Management Ltd |
2025 Q4 |
1/29/2026 |
| Sanctuary Advisors, LLC |
2025 Q4 |
1/29/2026 |
| Inscription Capital, LLC |
2025 Q4 |
1/29/2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP |
2025 Q4 |
1/29/2026 |
| Atlas Venture Advisors, Inc. |
2025 Q4 |
1/29/2026 |
| HOWARD WEALTH MANAGEMENT, LLC |
2025 Q4 |
1/29/2026 |
| Global Strategic Investment Solutions, LLC |
2025 Q4 |
1/29/2026 |
| Dougherty Wealth Advisers LLC |
2025 Q4 |
1/29/2026 |
| Impax Asset Management Group plc |
2025 Q4 |
1/29/2026 |
| Facet Wealth, Inc. |
2025 Q4 |
1/29/2026 |
| Pinion Investment Advisors, LLC |
2025 Q4 |
1/29/2026 |
| LFA - Lugano Financial Advisors SA |
2025 Q4 |
1/29/2026 |
| Farmers & Merchants Trust Co of Long Beach |
2025 Q4 |
1/29/2026 |
| Wealth Alliance Advisory Group, LLC |
2025 Q4 |
1/29/2026 |
| ODonnell Financial Services, LLC |
2025 Q4 |
1/29/2026 |
| Verdence Capital Advisors LLC |
2025 Q4 |
1/29/2026 |
| Brickley Wealth Management |
2025 Q4 |
1/29/2026 |
| Warren Street Wealth Advisors, LLC |
2025 Q4 |
1/29/2026 |
| Beirne Wealth Consulting Services, LLC |
2025 Q4 |
1/29/2026 |
| SIMON QUICK ADVISORS, LLC |
2025 Q4 |
1/29/2026 |
| Almanack Investment Partners, LLC. |
2025 Q4 |
1/29/2026 |
| Matisse Capital |
2025 Q4 |
1/29/2026 |
| Ariose Capital Management Ltd |
2025 Q4 |
1/29/2026 |
| Index Fund Advisors, Inc. |
2025 Q4 |
1/29/2026 |
| Klingman & Associates, LLC |
2025 Q4 |
1/29/2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC |
2025 Q4 |
1/29/2026 |
| McGowan Group Asset Management, Inc. |
2025 Q4 |
1/29/2026 |
| University of Maryland Foundation, Inc. |
2025 Q4 |
1/29/2026 |
| Compass Ion Advisors, LLC |
2025 Q4 |
1/29/2026 |
| Porter White Investment Advisors, Inc. |
2025 Q4 |
1/29/2026 |
| UBS Group AG |
2025 Q4 |
1/29/2026 |
| St. Johns Investment Management Company, LLC |
2025 Q4 |
1/29/2026 |
| Abacus FCF Advisors LLC |
2025 Q4 |
1/29/2026 |
| Riggs Asset Managment Co. Inc. |
2025 Q4 |
1/29/2026 |
| MANAGED ASSET PORTFOLIOS, LLC |
2025 Q4 |
1/29/2026 |
| Mendel Money Management |
2025 Q4 |
1/29/2026 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) |
2025 Q4 |
1/29/2026 |
| Coronation Fund Managers Ltd. |
2025 Q4 |
1/29/2026 |
| Focused Wealth Management, Inc |
2025 Q4 |
1/29/2026 |
| Segment Wealth Management, LLC |
2025 Q4 |
1/29/2026 |
| Camelot Portfolios, LLC |
2025 Q4 |
1/29/2026 |
| Seven Post Investment Office LP |
2025 Q4 |
1/29/2026 |
| Broad Peak Investment Advisers Pte Ltd |
2025 Q4 |
1/29/2026 |
| Copeland Capital Management, LLC |
2025 Q4 |
1/29/2026 |